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, SL 2015 and SL 2018