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Until the base properties have been assigned, the new customer class record cannot be added. Enter the following customer class properties.
Click here to view the Customer Class Properties tab help page and page and view what each property is responsible for.
- Checkbook
- Class ID
- Credit Amount
- Credit Limit Option: Defaults to Unlimited Credit if not specified.
- Currency: Defaults to the Company module Preference 'Default Currency ID' if not specified.
- Description
- Discount Grace Period
- Due Date Grace Period
- Finance Charge Amount
- Finance Charge Option: Defaults to None if not specified.
- Inactive
- Payment Terms
- Tax Class
Once the base properties are entered, click the “Save” icon on the header toolbar. If the save was successful, the customer class record will be saved and the rest of the tabs will be visible and ready for edit.
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Click on the Accounts tab to assign default GL accounts for the customer class. Setting these accounts will drive accounting rules within the Sales Order module.
Click here to view the Accounts tab help page for page for more information about these data fields.
- Accounts Receivables
- Cost of Sales
- Finance Charges
- Inventory
- Overpayment Writeoffs
- Sales
- Sales Order Returns
- Terms Discount Available
- Terms Discounts Taken
- Writeoffs
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