We have customers across multiple companies that all share a credit limit. For example, customer 12345 exists for company A, B and C. We have customer 12345-1 for company A, 12345-2 for company B and 12345-3 for company C. We have these 3 separate customers linked by an arbitrary field(Identifier Reference) and I want to know if there is a better way to set this up so we have a single credit limit for all these customers that can be filtered down. This is needed so there is only one task for credit review instead of 3 for each “customer”. Is there a way to setup a proper Grandparent-Parent-Child relationship so this is possible or is the Parent field the only option?
Hi
Have you looked into the Corporate Credit Relationship within the Credit Information tab on the Customer Record? Here you can define Parent/child relationships and my understanding (although ive not used this before) is that the child record would not need a credit limit, but would use the credit limit of the parent… Something to look into in a bit more detail maybe to see whether it fits your requirement.
Thanks
James
WyrJamesG wrote:
Hi
Have you looked into the Corporate Credit Relationship within the Credit Information tab on the Customer Record? Here you can define Parent/child relationships and my understanding (although ive not used this before) is that the child record would not need a credit limit, but would use the credit limit of the parent… Something to look into in a bit more detail maybe to see whether it fits your requirement.
Thanks
James
Correct James
you can either set up the relationship with a single Parent Limit
or you can have a combination of a Parent Limit and Child Limits
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