Some ERP systems support National Account setup and relationships, also known as Parent / Child relationships. The ERPs that are included in the SARA Collect, National Account support include:
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Sage 100
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Sage 500
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Sage Intacct
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NetSuite
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Generic SQL
National account setup include Parent / Child relationship that can be viewed on the All Accounts grid/view after displaying the 'Parent ID' column
Each 'Child' account will have the 'ParentID' field populated:
Parent will include data for all 'Child' accounts - customer info drop down - Rolled up History tab
National Account Snippet codes can be used within and email sent to a 'Parent' account to reference these NA fields:
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National Account Current Aging |
{NAAgeCurrent} |
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National Account Future Aging |
{NAAgeFuture} |
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National Account Age Bucket 1 |
{NAAge1} |
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National Account Age Bucket 2 |
{NAAge2} |
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National Account Age Bucket 3 |
{NAAge3} |
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National Account Age Bucket 4 |
{NAAge4} |
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National Account Due Date Current Aging |
{NALateAgeCurrent} |
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National Account Due Date Future Aging |
{NALateAgeFuture} |
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National Account Due Date Age Bucket 1 |
{NALateAge1} |
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National Account Due Date Age Bucket 2 |
{NALateAge2} |
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National Account Due Date Age Bucket 3 |
{NALateAge3} |
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National Account Due Date Age Bucket 4 |
{NALateAge4} |
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National Account Total Aging |
{NATotalAge} |
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National Account Credit Limit |
{NACreditLimit} |
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National Account Available Credit Limit |
{NAAvailableCredit} |