Customer Parent/Child relationship

Question

Hello Team, Could you clarify, is it possible to create the customer Parent/Child relationship in Sage X3? If yes, could you provide screenshots on how to do it?

Alex Lamarca · Accepted Answer

Hi Andrew, 
 You can use of the following fields on the customer screen to define relationships: 
 
 * Bill-to customer: the entity that will receive the invoices (from what the cutomer ordered) 
 * Pay-by customer: the entity that will pay those invoices 
 * Group customer: that's used normally for reporting purposes or statistics 
 * Risk customer: used to calculate the aggregate risk of that customer. 
 A typical situation where you used those fields would be something like a chain, with each shop ordering separately, and the bill going to the regional headquarters, and then paid by the central headquarter. 
 Hope it helps!

Sage X3

Customer Parent/Child relationship

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