Overview

Versapay Collaborative AR can manage complex customer hierarchies. Hierarchies allow suppliers to identify parent and child relationships among related customers. Supplier users can view these hierarchies in Collaborative AR and they can be used to assist with consolidated account management and apply payments across multiple customer entities. To enhance the integration between MS Dynamics NAV/Business Central with the Collaborative AR platform, ChargeLogic Payments has added support for customer hierarchies.

In this article, we will explain the setup and operation of the customer hierarchy feature included with the ChargeLogic Payments software. Customer Hierarchies can be used within MS Dynamics NAV/Business Central as a stand-alone feature or in conjunction with the Versapay Collaborative AR system.

Setup

To create a customer hierarchy, we have added the “Parent Customer No.” field to the Payments Fast tab on a Customer Card in NAV/Business Central.

Analytics

From the Customer Card you can navigate to Related > Customer > View Hierarchy, which shows you the hierarchy tree and you can see the open balance of each customer and the total rolled up to the top of the hierarchy.

Collaborative AR Integration

If you are utilizing the Collaborative AR integration, hierarchies associated with a customer will flow to the Collaborative AR system automatically.

Managing Payments from Collaborative AR to NAV/Business Central

Customers in a parent relationship with child customers can make payments in Collaborative AR for those children. When a parent customer logs in, they will see invoices and the child customer associated with each of those invoices. They can choose to pay any combination of invoices.

When a hierarchy payment is processed in Collaborative AR, it is sent to BC, like any other payment. In the Versapay Cloud Platform log we will see the payment come in split by each child company.

When the cash receipts journal is posted, the customer ledger will reflect that payment. This example has both the payment and a surcharge managed here on the ledger.

Note: NAV/Business Central does not see the payer/parent company information the data that comes back from Collaborative AR. ChargeLogic Payments applies the Collaborative AR payment(s) to all the individual child accounts and balances their ledger, but there is no data in NAV/Business Central  that indicates what company has made the payment.