Converting Customers from Single to Headquarter/Branch relationship

Hi Folks,

 

I've been researching a conversion of existing single customers to a
headquarters branch relationship with AR Consolidation. (There are about 580
with open AR data that should be treated as one AR with invoices to the
branches)

 

My observations so far.

1.       There appears to be no changes in the open orders files that are
affected by the consolidated AR. 

2.       I can create a new headquarter customer with headquarter = 'Y' and
Is consolidation? = 'Y'. The CONID field is therefore '1' and CONCS is the
same as CUSNO.

3.       If I convert all the other MBBFREP records that are branches to
this customer I would place:

a.       '3' in CONID

b.      The headquarters customer number in CONCS

4.       Convert all OPENAR records from the individual branch customer
numbers in CUSNO to the new headquarters number and leave CONCS alone.

5.       This will cause a message to appear (details don't match) during
inquiry and cash app but that should be corrected in the next month-end
during the Unload/Reload.

 

So any thoughts on how I'm going to shoot myself in the foot?

 

Thank you in advance.

 

Rich DeRocco

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