Topics started by tracy

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tracyParticipating Frequently
asked in Kinetic & Epicor ERP

National Accounts - How to implement...or should I not...

I have a customer that has bought multiple others, so there are about 12 operating companies under one umbrellas with many customers each. We don’t use National Accounts because within some customer umbrellas we may have different discounts, terms,  etc. However, for this particular umbrella company we do have the same discounts, terms, etc. Anyone familiar with National Accounts recently that can help me.If I create a National Account can it apply to JUST this one umbrella company? I am trying to figure out the best way to issue quarterly rebates (done as a credit) and apply against all the 12 different companies (which equates to 269 (and growing) distinct customer masters).Hoping someone has some insight for me on this.

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T
1 year ago
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