Create Customer Group

This page allows you to create a customer group. Tell me more

• Select the “Create Customer Group” link under the “Customer” business component.

The "Create Customer Group" page appears.

The system displays the following detail:

Status	The status of the customer group.
	Active – indicates the newly created customer group.
	Inactive – indicates the deactivated customer group.
	Canceled – indicates the deleted customer group.

• Enter the following details:

Controlled Group	Use the drop-down list box to select whether the customer group is user-defined or system defined Mandatory. The options available are “Yes” and “No”.
Group Type Code	The unique code identifying the group type of the customer (Alphanumeric, 5) Mandatory. If controlled group field is set as "Yes", the group type code field must be "Tax", "Price", "Bill", "Disct", "Authn", "Dun", "Aging", "Reprt", "Rappl", "Accnt", "CC" or "SR". If controlled group is set as “No”, the “Group Type Code” is user-defined.
	Help facility available.
	Press <enter> key.

The system displays the following detail:

Group Type Desc

The description of the group type code.

• Enter the following fields:

Customer Group Code	The unique code identifying the customer group (Alphanumeric, 6) Mandatory.
Customer Group Desc	The description of the customer group code (Alphanumeric, 40) Mandatory.

• Enter the following details in the "Customer Details" multiline:

Customer Code	The unique code identifying the customer belonging to a particular customer group (Alphanumeric, 16) Mandatory. If "Controlled Group" is "Yes" then "Customer Code" must not exist in any "Customer Group Code" of same "Group Type Code”.
	Help facility available.

The system displays the following detail:

Customer Name

The name of the customer corresponding to the customer code.

• Click the “Create Customer Group” pushbutton to save the specified customer group details.

The status of the customer group gets updated to “Active”.

The “Created By” is populated with the Login OU. The “Created Date” is populated with the system date.

To proceed carryout the following:

• Select the “Attach Notes” link at the bottom of the page to specify notes.

The system displays the following details:

Created By	The login user ID of the person who has created the “Customer” business component.
Created Date	The date on which the “Customer” business component is created.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Create Customer Group - An overview

You can specify the value of the controlled group from the drop-down list box. Based on the value specified the group type code is entered. If the controlled group is set as “Yes” the group type code is system defined else user defined. 

The purpose of customer group is to facilitate grouping of customers on some basis. If the controlled group is set as ‘yes’ the values in the Group type code has to be one of the predefined values. While the Controlled groups are used for specific transactions (some of which are mandatory), the Non-controlled groups are mostly used for categorizing customers for analytical purposes.

This page also permits you to attach notes pertaining to the customer.