Customization DS1455 National Account Customer Transfer

Customization DS1455

National Account Customer Transfer

Problem Definition:

ACME is a real estate company that manages brokers and agents. It is not

uncommon for an Agent to change from one Broker to another. In Dynamics GP, ACME manages the Broker-Agent relationships with the National Accounts functionality. Once a National Accounts relationship is created in GP, it does not easily allow changing a Customer from one NA to another.


ACME needs the ability to move customers between National Accounts.


ACME does not use Multi-currency or Project Accounting.


There may be open invoices for an Agent, and those should move with the Agent to the new

Broker. Partially paid and fully paid documents should remain with the previous Broker.

About

An About window for this product is available from:

Help>>About Dynamics GP>>Additional>>About Customization DS1455

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Setup

Users must have access to the windows and reports in this product. The installation routine created a security task called WW_CUSTOM.

It will also create a new Security Role called WW_CUSTOM, and it will assign the WW_CUSTOM Security Task to an existing Role, or by assigning the WW_CUSTOM Security Role to a user.

Design Features:

NA Customer Transfer

In the National Accounts Maintenance window, select the NEW Broker. Add the Agent to the Broker. Instead of receiving a message that the “customer already exists in another national account relationship”, you will be asked if you want to transfer the customer from the old broker to the new one. If you answer yes, the customer will be added to the new Broker.

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In the example above, AARONFIT0001 (the Agent) is being moved from VISTATRA0001 to WORLDENT0001. When asked to confirm the change, click YES.

Unpaid open Invoices for the Agent (AARONFIT0001) will be transferred to the new Broker. Complete and partially paid transactions will remain linked to the old Broker.

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Payments from the old broker (VISTATRA0001) can still be applied to any partially paid invoices that had been partially paid by the old Broker (VISTATRA0001).

The Agent’s transactions will appear in the “National Account” view for the old Broker. You can also use “Specific Customer” to view only transactions for a specific Agent. Select “Specific Customer” and enter the Customer Number (AARONFIT0001). The Lookup will not show the Agent because that National Account relationship belongs to a different account.

WARNING! Do not DELETE the Customer from the National Accounts scrolling window. That will cause GP to remove the National Account information from every transaction for the Customer, both open and historical.

Assumptions/Requirements:

  1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
  2. Advanced Distribution functionality is NOT used.
  3. Unless otherwise noted in this document, reporting is not included in this estimate.
  4. Unless otherwise noted in this document, Word Template functionality is not addressed.
  5. Unless otherwise noted in this document, the enhancement will not integrate with 3rd party products. Some examples of 3rd party products would be:
  • An ISV plug-in product including WilloWare products
  • A dexterity customization designed by another developer
  • Dynamics GP Modules including, but not limited to:
  • Project Accounting
  • MDA
  • Analytical Accounting
  • Copy functionality found in SOP, POP and Inventory
  • Field Service
  • Extended Pricing
  • Manufacturing

For Information about this design, or any other WilloWare customization or product, please contact us at:

www.willoware.com/contact-me