on 05-20-2010 4:13 AM
Dear Experts
I am setting up master data for business partner and would like to build relationship for customers that within the same group.
E.g. Company A, B and C are in the same group of customer, Company A is the parent company while B and C are its subsidiaries.
My requirement is: to set up a relationship between these three companies which could let me to run a Receivable Aging Report to show the receivable for each of these companies and the total receivable for this group of company as a whole.
Can this requirement be met?
What would be the bset approach to meet this requirement?
I think I have to create the query to run the aging reports manually.
Thanks for all of your helps.
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Dear All
I have decided to change the field 'Remark' in the BP Master Data to 'BP Group' to store the information for customer groups.
However, it is a 'text' field by default which implies users can type anything they want. Manual typing errors in this case, would affect the reporting.
Would it be possible to make the field as a drop down list? (which similar to the default BP group field) and
What will be a good query to retrieve data from this field in order to show the aging in the manner I have requested above?
Thanks all
Regards
Elton
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I have created the drop down list for the field by assigning User-Defined Values on it.
However, I just can't figure out how to generate a query that could run the aging report for a selected customer group.
Is there any good advise for this?
Thanks for your response.
Regards
Elton
Edited by: Elton Choy on May 24, 2010 5:11 AM
If the requirement is for each company to be billed & pay individually, then the Consolidation option is not available to you. Using consolidation, all the debt is on the Parent account, so it would be difficult to get aging separately.
One option would be to use a BP Property to indicate the relationship, then you can run the aging for only that BP Property & your report would contain only these customers & the totals would provide you with the group information.
This solution would depend on how many Business Partner groupings you need, as a separate property would be needed for each grouping, and there are only 64 available.
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