
Tony Zorc (Accounting Seed, Inc)
Rebecca,
Most reports in Salesforce can be run on the account hierarchy to include parent and child accounts.
Expand PostIf you view the opportunity related list on a parent account, does it show the opportunities of child accounts? Or do you lose that visibility from the parent account level?
What are the other benefits/cons of using it all the way through?
Expand Post
Tony Zorc (Accounting Seed, Inc)
We would recommend using it for all related transactions, except maybe cash receipts.
Expand PostOk. And just to clarify - do you recommend using the child account as the main account only for the billing? Or all the way through from the Opportunity -> Sales Order (if there is one) -> Billing?
Expand Post
Tony Zorc (Accounting Seed, Inc)
Hi Rebecca,
We recommend using child Accounts for the different locations and tying them all together with a parent Account.
Expand PostIf a customer receives shipments at several locations - in different tax (and non-taxable areas), What is the best method to manage different tax rates for different billing addresses?
Expand Post
Related Articles
Migration to Header Level Posting (HLP) - AS Native Tax (Cash Out) 263Number of Views Colorado Retail Delivery Fee 567Number of Views Building Inventory 482Number of Views Billing Header Level Posting (HLP) 790Number of Views Clone a Standard Report as a Custom Report 311Number of Views Create/Enter Opening Balances Overview 739Number of Views Receive/Unreceive a Purchase Order (Standard Cost) 535Number of Views Create a Cash Flow Category 420Number of Views Bar Code Scanning (Average Cost) 294Number of Views Set up Accounting Seed (AS) Native Tax 583Number of Views