Category Code vs. Parent Account No.

[jde57]

Hi

We have customers that have various stores spread around the country.
I have created a listings in Category Code 6 in the Address Book to categorise these stores.
For example, In every account for Browns-Weirs Wholesales, I have put in the UDC code BRW in Category Code 6.
This helps me with reporting sales totals for each Browns-Weirs Store and for the Browns-Weirs group total.

I have created about 15 such UDC codes. Some of the holding companies have parents accounts and some do not.

I find this to be a perfect solution for my sales reports.

Recently a "JDE consultant" suggested that I start using parent account numbers instead of the method that I am using.
For the holding companies that do not have parent accounts, he suggested that I start creating the same.

I do not agree with him. Can you find any compelling reasons as to why I should agree with his answer?

Regards,
Ajith



Ajith Singh

D H Brothers Industries (Pty) Ltd t/a Willowton Oil & Cake Mills
P O Box 384, Pietermaritzburg, 3200
266 Ohrtmann Road, Willowton, Pietermaritzburg, 3200
Republic of South Africa
Tel: +27.33.3557800
Fax: +27.33.3557868
URL: www.wocm.com

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[kshaughn]

Hi Ajith,

I think it depends on your other requirements. I did the very same thing my self and it worked well. How are you dealing with credit analysis? If you are using the credit management features, it will be helpful to use the parent field. The credit refresh program will sumarrize the credit exposure at the parent level, but won't consider the reporting codes. As a user, I did not need the credit features as we created our own reports, but I have worked with clients that did. In our case I found the users had an easier time maintaining the reporting codes than the parent field. Either way, I'm glad to hear you won't just take the consultant's word for it.