Customers

A customer is, by default, associated with a specific subsidiary when it is created, and all the transactions with this customer will inherit the customer's subsidiary. A customer can only be associated with one subsidiary. In the event that the same customer does business with multiple subsidiaries, duplicate customer records will be set up, one for each subsidiary.

The 2018.1 release introduced the multi-subsidiary customer feature, which enables us to share customers (and sub-customers, for that matter) between subsidiaries. A primary subsidiary is set up on the customer record, as well as any additional subsidiaries that are deemed necessary. The primary subsidiary that is selected on the customer record is selected as the default subsidiary on transactions; however, this can be changed when the transaction is created:

Multi-subsidiary customer