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:

• 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.

Pages

Customer Groups

Activity Diagrams

BDR General Customer Invoice Information