Enter Customer Groups

Explanation

Use this activity to view details of customer groups created at system startup, and to enter new customer groups. This task, to be performed by a system administrator or equivalent person, is mandatory for at least one customer group.

A customer must always belong to a customer group. A customer group can only be deleted if it contains no customers. A customer group can be used for posting control in IFS/Accounting Rules, e.g., for controlling accounts receivable. You can also use the customer group as a selection criteria when ordering reports from accounts receivable. 

When a new company is created, the following customer groups are created automatically: 

Prerequisites

This activity has the following prerequisites:

• None.

System Effects

As a result of this activity:

• Customer groups can be used for posting control in IFS/Accounting Rules, for example, for controlling accounts receivable. The posting type IP2 is used for posting of customer claims and one possible control type is IC2 = Customer Group.
• For new customer groups, posting control information may require changes, i.e., if the posting type IP2, posting of customer claims, is controlled by customer group.
• Customers can be added to customer groups.
• If used in conjunction with posting control, customer groups can be used to calculate the debtor's control account.
• Customer groups can be included in customer reports for grouping and printing subtotals.

Window

Customer Groups

Related Window Descriptions

Customer Groups

Procedure

To enter a customer group:

1. Select the Customer Groups window.
2. Create a new record.
3. In the Customer Group field, enter up to 20 alphanumeric characters for the group ID.
4. In the Description field, enter or edit the description.
5. To use the same voucher for several customer invoices, select the Use Collective Voucher check box. To create a separate voucher for each invoice, clear the check box.
6. You can enter a default value for the number of invoice copies on each customer group. When you add a new customer record, this value will be used as the default value for the number of invoice copies specified on the record. 
7. Save the changes.