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SedonaSetup Application Client Management Setup Tables/Options
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Purpose: |
Create a list of codes to be used to group non-financially related customer accounts. |
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Prerequisites: |
None |
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Required or Optional: |
Optional |
The Chain Account is used to group customer accounts together where the customers are not financially related. This enables you to track your accounts as a group. If a Chain Account is assigned to certain customer records, you will be able to view the total accounts receivable and RMR for all of these grouped customers on one form. This is helpful in determining the total value of a Chain Account group. The Chain Account is input on the Customer Billing and Information form. You may also use the Chain Account for reporting purposes using the Customer Query Builder function.
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