Select Customer Group

Activity overview

Unified Glossary

Basics of using Ramco Enterprise series web page

Using online help

This page allows you to search and select the customer group code to view the corresponding customer group details. You can directly specify the value of the customer group code you want to view. Incase you are not sure about the customer group code; you can carry out a search by specifying the customer group related details in the search criteria. The search result gets displayed in the multiline. You can select a customer group code from the multiline and view its details by selecting the “View Customer Group” link.

The "Select Customer Group" page appears.

Customer Group Code

The code identifying the customer group. (Alphanumeric, 6)

Customer Group Code

The code identifying the customer group. (Alphanumeric, 6)

Customer Group Desc

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

Controlled Group

Use the drop-down list box to select whether the customer group is user-defined or system defined. The options available are “Yes” and “No”. The system displays “Yes” as the default value on launch of the page.

Customer Code

The code identifying the customer belonging to a particular customer group (Alphanumeric, 16).

Customer Name

The name of the customer corresponding to the customer code (Alphanumeric, 40).

Group Type Code

The code identifying the group type of the customer. 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.

Group Type Desc

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

Status

Use the drop-down list box to select the status of the customer group code. The options available are “Active”, “Inactive”, “Cancelled” or “ALL”. The system displays “All” as the default value on launch of the page.

The system displays the following details in the “Search Results” multiline:

Customer Group Code

The code identifying the customer group.

Customer Group Desc.

The description of the customer group code.

Group Type Code

The code identifying the group type of the customer.

Group Type Desc

The description of the group type code.

Controlled Group

The text that specifies whether the customer group is user-defined or system defined.

Status

The status of the customer group code.

Reason Code

The code identifying the reason for which the customer group is activated or deactivated.

Reason Description

The description of the reason code.

To proceed, carryout the following:

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