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Select Accounts Receivable Main menu > Customer Maintenance. In the Customer Maintenance window, at the drop-down button, click Bill To/Sold To.
This task is available only if the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options.
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Use Bill To/Sold To Maintenance to enter, modify, and view relationships between the customer and its bill-to or sold-to customers. This task allows you to create multiple tiers of bill-to and sold-to customers. An unlimited number of sold-to customers can be linked to a single bill-to customer. A sold-to customer can be linked to only one bill-to customer; however, that bill-to customer can be linked as a sold-to customer to another bill-to customer higher up in the tier.
This task can also be used to determine whether credit limit checking should be based on the bill-to customer or the sold-to customer. This can be done on a sold-to customer line basis. You can view the bill-to customer’s credit limit. To use the credit limit checking feature, select Customer's Credit Limit Only or Both in the Credit Limit Checking field in Accounts Receivable Options. Additionally, the credit hold, terms code, default address for billing, and customer pricing can be set to default to the bill-to or sold-to customer.
These settings can be changed at any time, regardless of whether transactions have been created or posted to a bill-to or sold-to customer.
Note If you are using salesperson commission reporting and the bill-to customer is set up in a different division than the sold-to customer, you should set up your salesperson in both divisions. The salesperson can then be used when adjusting an invoice for the bill-to customer.
Note If one or more credit limit options have been changed for the sold-to customer, a message will appear warning you to use the Recalculate Open Order Amounts utility to recalculate the customer's open order amounts that are used for credit limit checking.
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