Addy
11/20/2024, 2:51 PMCeligo AI
11/20/2024, 2:52 PMAI generated answer (using internal Slack threads):In a OneWorld account, you cannot change the primary subsidiary of a customer record once they have transactions associated with them. However, you can add additional subsidiaries to a customer for the purposes of having transactions for multiple subsidiaries for the same customer. When it comes to creating journals, each subsidiary must have its own bank accounts. If you're transferring money between subsidiaries, you'll need to do intercompany entries. Please note that the primary subsidiary of a customer record is important because all their cases will be under their primary subsidiary. This can be a problem if you use support cases as the starting point for your sales flow. There is a workaround to updating the primary subsidiary on a customer: make a basic version of the customer with the desired primary subsidiary. Then, merge the old customer record into the new one. However, you do lose the system notes from the old customer record, but everything else moves over. This might not be an option if you have many customers with subcustomers. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
11/20/2024, 2:52 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853475213
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844723523
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844089866
Celigo AI
11/20/2024, 2:52 PMCeligo AI
11/20/2024, 2:53 PMCeligo AI
11/20/2024, 2:53 PM