Financial Management - PSFT (MOSC)

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9.2 Customer Hierarchy Functionality

edited Jan 19, 2014 5:09PM in Financial Management - PSFT (MOSC) 6 commentsAnswered
Looking at 9.2 Customer Hierarchy functionality.

Navigation:  Accounts Receivable > Customer Accounts > Customer Information > Cutomer Hierarchy

When I select a customer and level is corporate - it is great that I see all customers under this corporate customer, however, when I click on the 'Item Balance' hyperlink for a customer (not corporate) when the Item List page opens is shows all items for this customer - not the Items that make up the Balance (it includes Closed Items).  I know I can change the Status to 'Open' instead of 'All' within the search options - but this is really not efficient or steam lined. 

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