In this post, i am going to describe how customers can be associated to the single account entry. AX provides options for grouping the customers together that are similar in business so it is easy to manage the customer grouped accounts.
First create a customer group from the path
Go to Accounts receivable > Setup > Customers > Customers groups
I created the customer group BUS and filled out required fields
Go to General ledger > Setup > General ledger parameters
Uncheck Use posting definitions checkbox otherwise it will supersede the customer profile account and our main objective is to use one customer account for customers associated with same customer group. If this posting definitions checkbox is checked then accounts that are setup on posting definitions will be picked up which is not our requirement.
Go to Accounts receivable > Setup > Customer posting profiles
Create posting profile
Click Add button in Setup fast tab
Account code column values:
Table = You can select any specific or individual customer and then allocate account to that particular individual customer
Group = You can select customer group and then allocate account to that particular customer group
All = The account is allocated to all customers irrespective of any group or any individual customer
In this requirement, we will set Account code as Group then allocate the summary account that will be used for customers transactions belonging to the same customer group.
I used 11536 which is a receivable account.
Now, you just need to assign customer group to the specific customer. You can do that by opening customers list page and then edit the specific customer on which you want to assign the customer group.
For example: CUS001 and CUS002 belongs to same customer group "BUS". Whenever, there is any transaction done against these two customers, the receivable account will be picked up from customer group "BUS" that is specified on the customer posting profiles.
In this way, you can use the same receivable account for multiple customers that are associated with same customer group.
Hope, this blog will help the readers to understand the scenario.
Please send me the email on my email address uzi_sag@hotmail.com and uzairshah50@yahoo.com for any issues or concerns. I will try my best to answer your queries.
Happy Daxing!
First create a customer group from the path
Go to Accounts receivable > Setup > Customers > Customers groups
I created the customer group BUS and filled out required fields
Uncheck Use posting definitions checkbox otherwise it will supersede the customer profile account and our main objective is to use one customer account for customers associated with same customer group. If this posting definitions checkbox is checked then accounts that are setup on posting definitions will be picked up which is not our requirement.
Go to Accounts receivable > Setup > Customer posting profiles
Create posting profile
Click Add button in Setup fast tab
Account code column values:
Table = You can select any specific or individual customer and then allocate account to that particular individual customer
Group = You can select customer group and then allocate account to that particular customer group
All = The account is allocated to all customers irrespective of any group or any individual customer
In this requirement, we will set Account code as Group then allocate the summary account that will be used for customers transactions belonging to the same customer group.
I used 11536 which is a receivable account.
Now, you just need to assign customer group to the specific customer. You can do that by opening customers list page and then edit the specific customer on which you want to assign the customer group.
For example: CUS001 and CUS002 belongs to same customer group "BUS". Whenever, there is any transaction done against these two customers, the receivable account will be picked up from customer group "BUS" that is specified on the customer posting profiles.
In this way, you can use the same receivable account for multiple customers that are associated with same customer group.
Hope, this blog will help the readers to understand the scenario.
Please send me the email on my email address uzi_sag@hotmail.com and uzairshah50@yahoo.com for any issues or concerns. I will try my best to answer your queries.
Happy Daxing!
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