Blue Alligator Support Forums

On our ERP system, accounts are structured so that we have an invoice account (ABC) which may also have separate delivery points.  In this example the delivery points might be ABC001, ABC002 etc.

When a sales person visits a customer, Sales Presenter is currently configured to show the invoice customer as address 0 and any delivery points as addresses 1, 2, 3.....  They can therefore place orders against any of these delivery addresses/accounts

This is the way that we are all used to thinking of our customers and is the easiest way for us to operate.  It does cause a few problems however, mainly:

1 - When orders are uploaded to the cloud, the resultant xml file we download doesn't seem to contain the account code for the delivery point, just the invoice point (address 0).  I am currently having to perform a lookup involving account code, address and post code to match the order against the correct delivery point.  The delivery point account code is the one we have to enter into our ERP system.
Is there some way to configure the order upload to contain the account code for the delivery point?

2 - Order history.  The only order history that seems to show against a customer is any order(s) taken against the invoice point.  For example. we have an account 99PPLUS, and deliver to 99PPLUS and 99PPLUS1.  When I view either account, the order history that shows against both accounts is for 99PPLUS (the invoice point), the history for 99PPLUS1 doesn't show against either account.   Can this be configured to show as we would like (The specific history for each account to show against the correct branch)?

We would prefer to continue "grouping" our accounts in this way with delivery points as sub-accounts of invoice points, rather than treating each delivery point as a unique account.
Many thanks

Last edited by Simon Lynch (2013-11-14 14:53:17)