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How to Setup OASIS for AQS Spe…»Parent/Child Company relations…
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Last modified on 7/16/2013 8:32 AM by User.

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Parent/Child Company relationship

Overview

Many of the larger manufacturers have different marketing brands used to present a different set of products to the market. Within OASIS, it is possible to setup relationships between manufacturer entries, allowing common reporting and robust data integration.

Additionally, many distributors and now contractors are centralizing billing. This is a cost savings for the company and easy to represent in OASIS using the parent / child relationships.

Features Gained

The following features are enabled when a manufacturer entry in OASIS when the "Parent Comany" entry is configured:

  • Contact lists are merged, allowing common contacts to be identified in the parent company. (Entries in non-parent companies will not merge).
  • When keying commissioned invoices, PO numbers are scanned for a match containing any of the related manufacturer entires (the selected manufacturer is scanned first.
  • When keying commissioned payments, invoice numbers are usually restricted to just the selected manufacturer (to avoid linking to invoice numbers from other manufacturers). When parent / child relationships are setup, the search is expanded to all related manufacturers.

NOTE: Addresses are NEVER merged in OASIS. OASIS uses a three address system for each customer entry and various addresses for each manufacturer entry.

Merge Brands

For manufacturer entries in OASIS, the following additional features are enabled when "Merge Brands" is selected:


  • When printing quote breakouts by manufacturer, manufacturer entries common to the parent (e.g. all the different brands for a manufacturer) are printed together.
  • Manufacturer entries common to the parent are merged together when converting from a quote (commissioned).
  • Manufacturer entries common to the parent are merged together when creating vendor orders (resell).

Configuring Manufacturer Parent/Child Relationships

Setup the Parent

To configure the parent, setup the manufacturer entry as required in OASIS. Then set the Active state to "Parent" or "Parent (shown)":


  • Parent - The manufacturer entry is not shown in quotes or order entry, but is available elsewhere.

  • Parent (shown) - The manufacturer entry is shown in quotes and orders, allowing orders to be created for the parent entry



Setup the Children

Setup children as required for OASIS and keep the Active flag set to "Active". Then set the "Parent Company" to the manufacturer entry representing the parent or owning entity of the manufacturer in OASIS. Also set "Merge Brands" if orders for the manufacturer are to be combined with items for other manufacturers for the parent company:



Configuring Customer Parent/Child Relationships

Setup the Parent

To configure the parent, setup the manufacturer entry as required in OASIS. Then set the Active state to "Parent" or "Parent (shown)":

  • Parent - The customer entry is not shown in quotes or order entry, but is available elsewhere. (Common for larger companies with centralized billing locations.)

  • Parent (shown) - The customer entry is show in quotes and orders, allowing orders to be created for the parent entry.

Setup the Children

Setup children as required for OASIS and keep the Active flag set to "Active". Then set the "Parent Company" to the customer entry representing the parent or owning entity of the manufacturer in OASIS.