Defining Parent Companies and Subsidiaries

In many cases, a customer order is shipped and billed to the same address. However, a customer may have parent/subsidiary relationships that require that the bill be sent to a different location than the shipping address. For this reason, a customer can have separate ship-to and bill-to records.

In the upper right section of the Customer Maintenance screen, set up the customer's bill-to and ship-to status as described in the table below.

If a customer is flagged as a...

send the customer...

and, set up the customer record as...

ship-to only

only the product sold

a ship-to record with assigned bill-to customer.

Note: You can set a ship-to only customer's price class to null on the Customer Pricing/Printing screen, so that the ship-to inherits the bill to's price class.

bill-to only

only the bill for the product sold

a bill-to record with assigned ship-to customer(s).

bill-to and a ship-to

both the product and the bill

one customer  record.

See Also:

Changing Customer Statuses

Entering Alternate Billing Addresses

Creating Customer Records