What happens if I add a parent customer to an exis...
# ask-stanley-ai
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What happens if I add a parent customer to an existing customer that already has transactions linked to it?
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Adding a parent customer to an existing customer that already has transactions linked to it will not affect the existing transactions. The transactions will remain linked to the original customer. However, it's important to note that the parent customer will not automatically inherit the transactions of the child customer. If you want to prevent transactions from being entered on the parent customer, you could consider marking the parent customer as inactive, but this would also prevent the ability to receive payments on the parent. Another option is to use a workflow that runs before record save and pops up a warning if the customer is a parent. Additionally, you could add a custom checkbox field "available for sales order" or similar, and source it from the customer onto the transaction and start throwing errors. This could help you control which customers are available for transactions. As for applying customer payments from one customer to another, this is only possible through a Journal Entry, unless there’s a parent/child relationship between the customers.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832147419
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82715708
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823728323
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