Customer Classes are used to identify default values that will be applied to new Customer accounts and to group accounts together for reporting purposes. They are used in Sales and are required for all Customer accounts. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2025.XX04.XX21 and newer
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| Fields | Description | ||||||||
| Checkbox | Used to select one or more records for delete or mass update. | ||||||||
| Class ID | A hyperlink that shows the value of the 'Class ID' property on the Customer Class record. Clicking on the link opens the record view for the selected Class. This defaults to blank for new records and is required. If not assigned, the message "Class ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Class ID's are not allowed." will be displayed on Save. This field is always editable from the record view and must be <= 25 characters. The Class ID is used as a short description and unique identifier of the Class. Linked Database Field: ERPx_ERPx_ARCustomerClass.ClassID | ||||||||
| Description | The 'Description' property on the Class record. This defaults to blank for new records and is required but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save. This field is always editable from the record view and must be <= 50 characters. The Description is used as a long description/name of the Class. Linked Database Field: ERPx_ERPx_ARCustomerClass.Description | ||||||||
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. Linked Database Field: ERPx_ERPx_ARCustomerClass.IsInactive |
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