National Accounts for Microsoft Dynamics SL – Easily track & apply payments for your customer parent/child relationships in Microsoft Dynamics SL
The National Accounts module offers the benefit of defining a National Account relationship for multiple customers or the “parent/child” relationship.
Key features of this module include:
- Apply Payments to each Member of the National Account Relationship including both the children and the parent
- Auto-apply payments based on selected sorts and filters
- Review your National Accounts payment application detail from National Accounts Inquiry Screen
- Assign individual customers to a parent company and define options for allowing payment application, consolidate statements perform credit checking.
Now Requires Dynamics SL Customization Manager and is compliant with Microsoft Dynamics SL 2011 and 2015