Manage parent-child relationship /visma-net-erp/help/customer-ledger/manage-parent-child-relationship section 2026-02-19T17:09:06+01:00 # Manage parent-child relationship Manage parent-child relationships - overview /visma-net-erp/help/customer-ledger/manage-parent-child-relationship/manage-parent-child-relationships-overview page If your company deals with companies with franchises or multiple branches, you might want to configure parent-child relationships in Visma Net between the customer accounts that represent these companies. 2026-02-19T17:09:06+01:00 # Manage parent-child relationships - overview If your company deals with companies with franchises or multiple branches, you might want to configure parent-child relationships in Visma Net between the customer accounts that represent these companies. You can use this functionality if **Parent-child customer relationship** is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. In the following topics, you will read about how to set up and maintain parent-child relationships between customer accounts. ## Topics + [About setting up parent-child relationships](/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-setting-up-parent-child-relationships/) + [About balance consolidation](/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-balance-consolidation/) + [About credit policy application](/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-credit-policy-application/) + [About removing relationships](/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-removing-relationships/)

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 About setting up parent-child relationships /visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-setting-up-parent-child-relationships page In this topic, you will read about how to set up a parent-child relationship between customer accounts when you create these accounts. 2026-02-19T17:09:06+01:00 # About setting up parent-child relationships In this topic, you will read about how to set up a parent-child relationship between customer accounts when you create these accounts. You can use this functionality if **Parent-child customer relationship** is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. ## Set up the parent-child relationship Go to the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window, and perform the following steps in order to configure parent-child relations between customer accounts that you are defining: 1. Set up a customer account that represents the parent company (which the organisation might refer to as the head office or main branch). In the **Parent info** section on the **Invoice settings** tab, you specify whether you need the companies to have a consolidated balance, consolidated statements, and a shared credit policy by selecting or clearing the **Consolidate balance**, **Consolidate statements**, and **Share credit policy** check boxes. The values of these check boxes will provide the default values for the corresponding check boxes of the child customer accounts. 1. Set up customer accounts that represent child companies, which are generally subsidiaries that are controlled by the parent company. During setup, for each child company, you specify the parent account in the **Parent account** field. In the **Parent info** section of the **Invoice settings** tab, you adjust the values of the **Consolidate balance**, **Consolidate statements**, and **Share credit policy** check boxes, if needed. Additionally, you can select **Consolidate invoices** if you want invoices to be sent to the parent. > [!NOTE] > Only a two-level hierarchy is supported. With the exception of the details described above, the setup of parent and child customer accounts does not differ from the setup of independent customer accounts. Also, you can set up a parent-child relationship between existing customer accounts. For each parent account, you can view the list of its child accounts on the **Child accounts** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window.

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Windows

 About balance consolidation /visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-balance-consolidation page The balances of child customer accounts can be included in the balance of the parent customer account. 2026-02-19T17:09:06+01:00 # About balance consolidation The balances of child customer accounts can be included in the balance of the parent customer account. The balances of child customer accounts can be included in the balance of the parent customer account. To set this up, for the child accounts whose open documents can be paid with the payments of their parent, you select the **Consolidate balance** check box in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window (in the **Parent info** section of the **Invoicing settings** tab). With this check box selected, the system includes the balances of child accounts in the parent balance; you can view this consolidated balance in the **Consolidated balance** box in the top part of the corresponding parent account. In this topic, you will read about how payment application is handled for the parent and child customer accounts and what reports you can use to analyse financial data. ## Payment application With the parent-child relationship between customer accounts set up and the **Consolidate balance** check box selected for child accounts, when you create a payment or a prepayment for the parent account in the [Customer payments (AR302000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/) window, you can apply this payment to the open documents of both the child accounts and the parent account. On the **Documents to apply** tab of the window, you can add rows with the open documents of a child account or click the **Load documents** button on the table toolbar. When you click the button, the **Load options** dialog box opens; in the **Include child documents** field, you can select the types of documents to be loaded. If the **Auto-apply payments** check box is selected for the parent account on the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window and no documents for application are specified for the payment on the **Documents to apply** tab of the [Customer payments (AR302000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/) window, the system will automatically apply the payment to the oldest open documents (if any) of the parent account only. If you want the system to include open documents of child accounts in the process of automatic payment application, you can use the [Apply payments automatically (AR506000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/apply-payments-automatically-ar506000/) mass-processing window. In this window, in the **Include child documents** field, you can select the types of open documents of child accounts that should be included in the process of automatic payment application. The system will process first the open documents of the child accounts and then the open documents of the parent account. Also, you can apply open payments, prepayments, and credit memos of the parent account while you are creating an invoice or debit memo for the child account on the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window. If you plan to clear the **Consolidate balance** check box for a child account for which it has been selected, first make sure that all applications of a parent payment to a child document are released or reversed (if needed). You cannot save changes in the parent-child relationship if any applications of this type are not released. However, you can reverse the application of a parent payment to child invoice or memo after the relationship was changed or removed. ## Generation of consolidated reports With the **Parent-child customer relationship** functionality enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window, you can generate reports that group child accounts (or their documents) under the parent account and show individual account balances along with the consolidated balance of the group. > [!NOTE] > Only child accounts that have the **Consolidate balance** check box selected are grouped under their parent account, and their balances are consolidated with the parent balance. The following Visma Net reports have a check box (either **Group by parent account** or **Consolidate data by parent account** ) that you select to generate reports regarding parent-child relations: + [Balance by general ledger account (AR632000) report](/visma-net-erp/help/customer-ledger/customer-ledger-reports/balance-by-general-ledger-account-ar632000/) + [Balance by customer (AR632500) report](/visma-net-erp/help/customer-ledger/customer-ledger-reports/balance-by-customer-ar632500/) + [Balance by customer (currency) (AR633000) report](/visma-net-erp/help/customer-ledger/customer-ledger-reports/balance-by-customer-currency-ar633000/) + [Aged past due (AR631000) report](/visma-net-erp/help/customer-ledger/customer-ledger-reports/aged-past-due-ar631000/) + [Aged past due (currency) (AR631100) report](/visma-net-erp/help/customer-ledger/customer-ledger-reports/aged-past-due-currency-ar631100/) + [Aged outstanding (AR631500)](/visma-net-erp/help/customer-ledger/customer-ledger-reports/aged-outstanding-ar631500/) + [Aged outstanding (currency) (AR631600) report](/visma-net-erp/help/customer-ledger/customer-ledger-reports/aged-outstanding-currency-ar631600/) + [Aged period sensitive (AR630500) report](/visma-net-erp/help/customer-ledger/customer-ledger-reports/aged-period-sensitive-ar630500/)

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Windows

 About credit policy application /visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-credit-policy-application page You can decide whether to apply the credit policy of the parent account to the new sales orders and invoices of the child accounts. 2026-02-19T17:09:06+01:00 # About credit policy application You can decide whether to apply the credit policy of the parent account to the new sales orders and invoices of the child accounts. You can decide whether to apply the credit policy of the parent account to the new sales orders and invoices of the child accounts. The credit policy is a combination of the credit management tools configured for a customer account in Visma Net. For details, see: [Manage credit policy - overview](/visma-net-erp/help/customer-ledger/manage-credit-policy/manage-credit-policy-overview/). In this topic, you will read about managing credit policy for the parent and child customer accounts. ## Credit policy application For a child customer account, if you have selected the **Consolidate balance** check box on the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window (in the **Parent info** section of the **Invoicing settings** tab), the **Share credit policy** check box becomes available for selection on this window. If you select the **Share credit policy** check box for the child account, the credit policy configured for its parent account will be applied to the new sales orders and invoices of the child accounts. With the **Share credit policy** check box selected for a child account, the settings under the **Credit verification rules** section on the **General information** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window are unavailable and are filled with the corresponding values configured for the parent account. If you change the credit policy configuration for the parent account, the system will reflect these changed settings in its child accounts that share the credit policy. > [!NOTE] > If you clear the **Share credit policy** check box for a child account, the settings under the **Credit verification rules** section of this window become available but retain their values, except for **Credit limit**, which is set to zero. ## Credit hold application With the **Share credit policy** check box selected for a child account, you cannot put the child account on credit hold individually. If you change the status of the parent account to **Credit hold**, the system will put on credit hold all child accounts that share a credit policy with the parent account. > [!NOTE] > If a child account has had the **Hold** or **Inactive** status, its status remains unchanged when you put on credit hold its parent account. Releasing related accounts from credit hold works similarly to putting these accounts on credit hold. If you release a parent account from credit hold, its child accounts that have the **Share credit policy** check box selected are released from the credit hold as well. If you use the [Manage credit holds (AR523000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/manage-credit-holds-ar523000/) window to put an account on credit hold, the list of accounts on this window will not include child accounts with the **Share credit policy** check box selected. ## Generation of consolidated statements Customers that have a multi-branch hierarchy may want to receive consolidated statements. To arrange that, for child accounts, you select the **Consolidate statements** check box in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window (in the **Parent info** section on the **Invoicing settings** tab). For the child accounts, the settings related to sending the statements (under the **Print and e-mail settings** section on the **Invoicing settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window) are unavailable and are filled with the corresponding values configured for the parent account. > [!NOTE] > If you clear the **Consolidate statements** check box for a child account, the settings related to sending the statements become available but retain their values. With this configuration, only the parent account is available for statement generation in the [Prepare statements (AR503000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/prepare-statements-ar503000/) window. The system uses the statement cycle assigned to the parent account. When you are preparing statements for the parent account, the system includes all documents of child accounts in the statement. The documents in the statement are grouped by customer account. If the type of the statement is **Open items**, the system will also print the corresponding subtotal balances for each account involved. ## Generation of consolidated dunning letters If the **Dunning letter management** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window, the system consolidates the overdue documents of a parent account and its child accounts that have the **Share credit policy** check box selected. The system sends the dunning letters to the parent account contact. For the child accounts, the settings related to sending the dunning letters (under the **Print and e-mail settings** section on the **Invoicing settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window) are unavailable and are filled with the corresponding values configured for the parent account. > [!NOTE] > If you clear the **Share credit policy** check box for a child account, the settings related to sending the dunning letters become available but retain their values. With this configuration, only the parent account is available for dunning letter generation in the [Prepare dunning letters (AR521000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/prepare-dunning-letters-ar521000/) window. The system uses the parent-child group data to generate dunning letters. The documents in the dunning letter are grouped by customer account. > [!NOTE] > The calculation of overdue charges (if configured) is performed for each customer account individually, regardless of the configuration of parent and child accounts. Separate overdue charge documents are issued to customer accounts.

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Windows

 About removing relationships /visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-removing-relationships page The structure of companies may change over the time, and such changes need to be reflected in the customer accounts in the system. 2026-02-19T17:09:06+01:00 # About removing relationships The structure of companies may change over the time, and such changes need to be reflected in the customer accounts in the system. In this topic, you will read about how to remove parent-child relationships and how this will affect the accounts and documents of the involved customers. ## Delete the relationship You can delete the parent-child relationship between customer accounts at any time. For the child customer account for which you want to sever this relationship, you delete the account selected in the **Parent account** field in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window (in the **Parent info** section on the **Invoicing settings** tab) and save your changes; this removes the relationship. > [!NOTE] > Before you delete the relationship, make sure that all payment applications of a parent payment to a child document are released or reversed (if needed). You cannot save changes in the parent-child relationship if any applications of this type are not released. However, you can reverse the application of a parent payment to child invoice or memo after the relationship was changed or removed. ## Impact on the accounts involved The deletion of the relationship affects the following aspects of the customer accounts involved: Balance : The balance of the former child account remains equal to the total of its open documents. The consolidated balance of the parent account is decreased by the amount of the balance of the former child account. Status : The status of child accounts is not changed. For example: If the parent account was placed on credit hold, all its child accounts that shared a credit policy were on credit hold as well. After the deletion of the relationship, you should make any needed adjustments to the status of each customer account. Credit policy : If the credit policy was shared, the settings under the **Credit verification rules** section on the **General settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window become available for the child accounts but retain their values, except for **Credit limit**, which is set to zero. Statements : The statements are prepared for each account individually according to the statement cycle set for an account. Dunning letters : The dunning level of the child documents is set to zero and when preparing dunning letters, the system treats the child accounts as accounts that have never been processed before. The dunning level of the parent documents is not changed. Documents for which the **Revoked** check box has been selected (both of parent and child accounts) remain marked as revoked. Sending of documents : The settings under the **Print and email settings** section on the **Invoicing settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window become available for the child accounts but retain their values. Invoice information : If you had selected that the child customer's invoices should be sent to the parent account, the invoice contact, address, payment terms and method will now be retrieved from the child account instead.

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Windows