Multi Subsidiary Customer

The Multi Subsidiary Customer feature enables you to view a multi-subsidiary customer’s hierarchy (primary subsidiary, any assigned secondary subsidiary, and any sub-customer). The customer hierarchy is located on the Customers list page at Lists > Relationships > Customers.

Enabling Multi Subsidiary Customer feature:

1. Go to Setup > Company > Enable Features (Administrator).

2. On the Company subtab, in the ERP General section, check the Multi Subsidiary Customer box.

3. Click Save.

To disable the Multi Subsidiary Customer feature:

1. Reverse or delete all transactions related to customers and their secondary subsidiaries.
2. Remove all secondary subsidiaries from customer records.
3. Go to Setup > Company > Enable Features (Administrator).
4. On the Company subtab, in the ERP General section, clear the Multi Subsidiary Customer box.
5. Click Save.

The Multi Subsidiary Customer feature enables you to save a multi-subsidiary customer as a multi-subsidiary vendor to create a single entity. It is useful when you want to have one entity represent both a customer and a vendor. You can also view a multi-subsidiary customer’s hierarchy (primary subsidiary, any assigned secondary subsidiary, and any sub customer).

The Multi Subsidiary Customer feature also enables you to view the following:

• Customer balance information on the customer record
• Secondary subsidiary information on core reports
• Customer Statement by currency and by subsidiary

Multiple subsidiaries in Newley creating Customers:

1. Go to Lists > Relationships > Customers > New.
2. Under Primary Information, complete the required fields Includes Name, Primary subsidiary, contact details, address, Tax reg No, etc..
3. In the Subsidiaries subtab, select a subsidiary other than the primary subsidiary, which is already listed.
4. Click Add
5. Repeat the previous steps as appropriate.
6. Click Save.

Multiple subsidiaries in already existing  Customers:

1. Go to Lists > Relationships > Customers > List
2. In the Subsidiaries subtab, select a subsidiary other than the primary subsidiary, which is already listed.
3. Click Add
4. Repeat the previous steps as appropriate.
5. Click Save.