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:
| Customer Group ID |
Description |
| 0 |
External |
| 1 |
Sister Company |
| 2 |
Consolidating Company |
Prerequisites
This activity has the following prerequisites:
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:
- Select the Customer Groups window.
- Create a new record.
- In the Customer Group field, enter up to 20 alphanumeric characters
for the group ID.
- In the Description field, enter or edit the description.
- 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.
- 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.
- Save the changes.