Dynamics - How to link accounts to shells and global groups
For every client there must be a record in Dynamics.
As a client status changes from a sales prospect, to implementation, to trading account the details that need to be included/added to the record is different.
Clients who have multiple accounts (different offices/countries, forms of payment etc) then these should be linked together.
At the top of the family we have the grandparent record which we refer to as the ‘Global Group’.
Below this we connect the regions (Parents or dependents).
For CTM traditionally due to the number of offices/countries in Asia and EMEA – a parent ‘Shell’ is used to link all the individual account records (child records).
For EMEA accounts, each trading account must have the account number (DK) entered into the ‘Debtor ID’ field along wit the database code appended at the end with a '-'.
Once the account begins trading, dynamics will beging providing a summary of the spend on the account.
The database codes indicate the country and back office that the DK is being invoiced upon; for example, ‘GB11124232-UK0’, ‘GB125399-UK5’, ''0000042680-FR1'' or '03GR02-UK3'
in these instances;
UK0 = UK, Protas, GBP
UK5 = UK, Travcom (T+T), GBP
UK3 = UK CTM North non Protas clients - Corporate
FR1 = UK CTM France
The account record should be linked to it’s ‘EMEA – Shell’ account via the ‘Parent Account’ field.
The Shell accounts are then linked to the grandparent using the ‘Global Group’ field.