How to set up Customer Categories

Summary

Customer Categories may be defined for use in grouping Accounts Receivable customers into defined regional or billing groups. There is a limit of 15 definable Customer Categories

Resolution

  • Define categories in Accounts Receivable, Utilities, Maintain AR Parameters
  • Click the 'Customer categories...' button
  • Type in a description for each category to be used. Click the OK button when done
  • Assign the categories to the customers using Accounts Receivable, Customers, Maintain Customers, Inv/Stm
  • Select the category for this customer or select None

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Solution Properties

Solution ID
224924250053401
Last Modified Date
Thu Jul 20 16:42:30 UTC 2023
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