You can control debtors for the same CRM Customer or Company that is linked to a Sales Ledger account that exists in multiple Sales Ledgers. Once this facility is installed it is not possible to create an account in an individual Sales Ledger company without it first existing in the linked Master Debtors file. With this facility it is possible to control your total debt exposure to one Customer by the use of a Total Exposure report.
If the Master Debtor control is required then in one of the company Sales Ledger file systems, there will be an additional record, SL.mastr. This holds the account number, name, address and other header details which will become defaults to be used in the creation of the individual debtor records when required in the linked Sales Ledger companies.
When the SL.mastr record exists in the appropriate Sales Ledger company an extra menu entry is displayed, Master Debtor file, in the appropriate Sales Ledger company. This menu entry (when present) is driven by access and priority level, as with any other menu entry in Autoline.
The Searching, Creation, Amendment and Deletion of account codes in the SL.mastr record is done in exactly the same way as when Add/Modifying the SL.accts record.
Note: If the system parameter Update master account links is switched on and you are creating an account with a CRM Company record link, another form is displayed for you to complete when you click the Create button.
In the case of a CRM company or a CRM customer (target), the system automatically creates the SL.mastr record if required, and prevents record creation or amendment if it already exists. For this functionality to work, the Allow auto creation of SL accounts and Master debtor file parameters must be switched on in SL System parameters.
