Edit Customer Group

This page allows you to edit a customer group code. You can modify details, which includes customer code and customer group description for the customer group code. You can save the modified details by clicking the “Edit Customer Group” pushbutton.

For the customer group code that is displayed by default on launch of the page, you can select the customer codes from the multiline and delete it from the customer group. This page also permits you to attach notes related to the customer group.

Select the “Edit Customer Group” link at the bottom of the “Select Customer Group” page.

The "Edit Customer Group" page appears.

The system displays the following detail:

Status

The status of the customer group code.

The system displays the following details in the group box:

Controlled Group	The text that specifies whether the group type code is user-defined or system defined Mandatory.
Group Type Code	The code pertaining to the group type of the customer. If "Controlled Group" is "No" then retrieve the "Group Type Desc." corresponding to the "Group Type Code" from Category. If "Controlled Group" is "Yes", then specify the following “Group Type Desc.” for the corresponding "Group Type Code".
	"Tax" - "Customer Tax Controlled Group"
	"Bill" - "Customer Billing Group"
	"Price" - "Customer Price Controlled Group"
	"Disct" - "Customer Discount Controlled Group"
	"Authn" - "Customer Authorisation Controlled Group"
	"Dun" - "Customer Dunning Controlled Group"
	"Aging" - "Customer Aging Controlled Group"
	"Rappl" - "Customer Group for Receipt Application"
	"Reprt" - "Customer Group for Reports"
	"Accnt" - "Customer Group for Accounting"
	"CC" - "Customer Group for Costing"
	"SR" - "Customer Group for Selling Restriction".
Group Type Desc.	The description of the group type code.
Customer Group Code	The code identifying the customer group Mandatory.

Modify the following field, if required:

Customer Group Desc.

The description of the customer group code (Alphanumeric, 40) Mandatory.

Modify the following field in the “Customer Details” multiline, if required:

Customer Code	The code identifying the customer belonging to the customer group. (Alphanumeric, 16)
	Help facility available.

The system displays following detail corresponding to the specified customer code:

Customer Name

The name of the customer corresponding to the customer code.

Check the “Select” column of the multiline.
Click the “Edit Customer Group” pushbutton to save the modified details.

Click the “Delete Customer Group” pushbutton to delete the selected customer codes from the customer group

The status gets updated to “Cancelled”.

To proceed carryout the following:

Select the “Attach Notes” link at the bottom of the “Edit Customer Group” page.

The system populates the following fields:

Last Modified By	The login ID of the user who has last modified the “Customer” component.
Last Modified Date	The date on which the last modification is done. The system date is the default value.
Created By	The login user ID of the person who has created the “Customer” component.
Created Date	The date on which the “Customer” component is created.