National Accounts for Dynamics SL

Easily track & apply payments for your customer relationships in Microsoft Dynamics SL.

Category:

Description

The National Accounts module offers the benefit of defining a National Account relationship for multiple customers or the “parent/child” relationship.

Key features of this module include:

  • Apply Payments to each Member of the National Account Relationship including both the children and the parent
  • Auto-apply payments based on selected sorts and filters
  • Review your National Accounts payment application detail from National Accounts Inquiry Screen
  • Assign individual customers to a parent company and define options for allowing payment application, consolidate statements perform credit checking.

Now Requires Dynamics SL Customization Manager and is compliant with Microsoft Dynamics SL 2011 and 2015