References - Billing Subsidiaries
Reference Lookup Type – Billing Subsidiaries
There is a new Reference Lookup type available to all references, called Billing Subsidiaries…
It works with customers that have been set as the ‘Billing Customer’ for other customers – as in a Head Office / Branch (Hub and Spoke) type model.
With the Billing Customer field set on a ‘Spoke’ customer, this allows them to place orders in IQ, but the invoicing is directed to the Hub Customer defined in the Billing Customer field.
In this example, Georgie Pie – Napier can place orders and the invoices are attached to the Georgie Pie Ltd Head Office…
When a reference with a Billing Subsidiaries Lookup is used with the Billing Customer (in this case GP001 - Georgie Pie Head Office) the ‘Subsidiaries’ are the branch accounts linked to the head office…
However, be aware that when a customer that is not a Billing Customer for any other customers, there is nothing to show in the reference…
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