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.