Subscribe

To search by article number, enter #123

Article #202 MultiVendor Usage and Customer Assignment Guide

Using MultiVendors, also referred to as ‘Super Customer’ or ‘Third-Party Billing’, allows invoices created by a DSD company to be paid to a supplier, who will then in turn then reimburse the DSD company. Although that billing cycle is generally well understood, how to correctly setup MultiVendors and how to assign Customer Records to them tends to be a bit less clear. This guide has been created to clarify the difference between what situations require a new MultiVendor Record, and what situations require a customer record to be assigned to a MultiVendor Record.

A Solid Route Accounting company will encounter situations regarding MultiVendors that will require one of the four following solutions:

  1. Create a New MultiVendor
  2. Bill an Independent Customer Record to a MultiVendor
  3. Bill a Head Office Customer Record to a MultiVendor
  4. Bill a Branch Office Customer Record to a MultiVendor

1. Create a New MultiVendor

A MultiVendor is not a customer; it’s a supplier. We say that right off the start because this can be a point of confusion since although a MultiVendor Record is directly linked to a Supplier Record, it resides within the Customer Record database. The only reason that a new MultiVendor Record should need to be created is if:

  1. A new or existing supplier wants to start having invoices be paid directly to them for the transactions that their items are included on, and will then in turn reimburse the DSD company.
  2. A supplier with an existing MultiVendor Record has an additional ‘Pay To’ address that certain customers are to send payment to, which is different from the address on the existing MultiVendor Record. In this case a second MultiVendor Record, also directly linked to that same supplier, will need to be created to accommodate the two different pay to addresses.

If either of those situations apply, then please follow the steps in Solid Know How Article #88 How to Create a MultiVendor in Solid Business Central, which will guide you through all the needed steps on how to create a new MultiVendor Record.

2. Bill an Independent Customer Record to a MultiVendor

If an Independent Customer Record needs to be assigned to a MultiVendor Record, then the process is exactly the same as it is for a Head Office Customer Record. To confirm that a customer record is indeed an independent, in Solid Business Central navigate to [Datafile / Customer / View] and find the desired Customer Record. Once displayed, there should be nothing written directly to the right of the ‘RT’ field. If it says ‘Head Office’ or ‘Branch of’ in this space, then it’s not an Independent Customer Record.

To assign this Independent Customer Record to a MultiVendor Record, please follow the steps in Solid Know How Article #165 How to Add a Customer Record to a MultiVendor / Super Customer.

3. Bill a Head Office Customer Record to a MultiVendor

If a Head Office Customer Record needs to be assigned to a MultiVendor Record, be aware that it will also assign all its Branch Office Customer Records to this MutiVendor as well. To confirm that a customer record is indeed a Head Office, in Solid Business Central navigate to [Datafile / Customer / View] and find the desired record. Once displayed, it should read ‘Head Office’ to the right of the ‘RT’ field.

To assign or confirm assignment of this Head Office Customer Record to a MultiVendor Record, please follow the steps in Solid Know How Article #165 How to Add a Customer Record to a MultiVendor / Super Customer.

4. Bill a Branch Office Customer Record to a MultiVendor

If a Branch Office Customer Record needs to be assigned to a MultiVendor Record, it’s actually done by way of its Head Office. To confirm that a customer record is indeed a Branch Office, in Solid Business Central navigate to [Datafile / Customer / View] and find the desired Customer Record. Once displayed, it should read ‘Branch of ######’ to the right of the ‘RT’ field. Once that’s been confirmed, next look at its Head Office’s Customer Record and verify that it has been assigned to the desired MultiVendor Record.

To ensure that the Head Office that this Branch Office customer belongs to has been assigned to the needed MultiVendor Record, please follow the steps in Solid Know How Article #165 How to Add a Customer Record to a MultiVendor / Super Customer.

Last modified on Friday, 16 February 2018 11:12

Additional Info

  • Software Components: Solid Business Central
Rate this item
(0 votes)
Login to post comments