Additional Child Records

This utility provides the ability to build Parent/Child customer account relationships to allow the primary or Parent customer entered in Parent/Child Relationships, to have access to his dependant customers' account information via the Portal.

Multiple Child accounts can be listed for a Parent.
The Parent can access all it children's accounts on Portal as well as any of their children's accounts.
The Child account does not need to be licensed for Portal access, for the Parent to be able to view his account.
A Child can see its children's accounts, but a Child cannot see upward to its Parent's account.
A Child can have only one Parent assigned, but a Child can also be designated as a Parent of another account, creating a parent-child-child-etc. relationship.
The Parent customer number can also be accessed in Customer Information for the Child, in the Internet Information window.

Note: A circular reference of cannot be built, where a Parent customer record becomes the Child of one of its own children.

The prompts in the Additional Child Records window accessed for a Parent from the Child Accts window on Parent/Child Relationships, include:

PARENT CUSTOMER#

The customer number and name of the Parent from Parent/Child Relationships is displayed for reference.

DIRECT CHILD ACCOUNTS

The number of Child accounts directly linked to the Parent is displayed.
This number matches the records listed at this level on the screen.

Note: The total Child accounts associated directly with the Parents listed, is displayed in the Total Visible Child Accounts field at the bottom right of the screen.
This count applies only to the next level and does not reflect children of those Child accounts.

Child Details List:
The list of Child accounts for this Parent are displayed.
Additional Child accounts can be added, or accounts can be removed.
These Child accounts can also have children linked at the next level, in the Child Accts window.
The current level on the screen is reported in the Display Depth field at the bottom left of the window.
The prompts are:

CHILD ACCOUNT#

To add a Child, enter the customer number of a Child account whose information is to be made accessible to this Parent, or select it from the Accounting Customer Search window.
Multiple Child accounts can be listed for a Parent.

CUSTOMER NAME

The customer name of the Child company displays.
The Parent customer number for the Child can also be accessed in the Internet Information window in Customer Information for the Child.

CHILD ACCTS

The current number of related Child accounts for this Child record displays.
Window to view and build further Parent-Child-Child relationships in the window.

Note: Parent records that are also setup as a Child to another Parent record are NOT considered primary Parents and are excluded from the initial list, but can be found at the appropriate level in the Child Accts window.

DISPLAY DEPTH

The current "Child" level being viewed is displayed on the screen for reference, to a maximum of 10.

TOTAL VISIBLE CHILD ACCOUNTS

This is the total number of Child records for the Parents listed on the screen.
i.e. The sum of the Child Accts column count.

Finished?

Click ACCEPT to accept and exit the screen.

ACTIONS:
Additional actions provided by buttons on the Additional Child Records screen include:

• Delete a Child Record:
  Click on the sequence number of the record to be deleted to highlight or focus on it and click the DELETE button at the bottom of this screen to delete a Child record, breaking the link to its Parent.
  Confirmation is required.

  Note: If there are any lower level Child accounts associated with the Child account being removed, these children still remain associated with that Child account. (i.e. It is only the original Parent's link that is cut.)
  If these children should NOT remain linked to the Child being removed, delete the existing children first from the Child Accts window before deleting the Child.