The purpose of the Customer Class Record View is to enter and edit Customer Class records. From here, users can add, edit, remove, and activate/inactivate these records. Insert excerpt Def - Customer Class Def - Customer Class nopanel true
Software Version: 2025.XX04.XX 21 and newer
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| Fields | Description | ||||||||
| Properties |
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| Group: ID and Descriptions | |||||||||
| Class ID | A textbox to enter the unique identifier for the 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 IDs 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. Database Field: ERPx_ERPx_ARCustomerClass.ClassID | ||||||||
| Description | A textbox to enter a description for the Class. 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. Database Field: ERPx_ERPx_ARCustomerClass.Description | ||||||||
| Group: Configuration | |||||||||
| Checkbook |
The lookup contains a blank value, the current assigned value, and a list of all 'Active' Checkbooks. Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_ARCustomerClass.CheckbookSK | ||||||||
| Currency |
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_ARCustomerClass.CurrencySK | ||||||||
| Payment Terms |
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms. Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomerClass.PaymentTermSK | ||||||||
| Discount Grace Period | This field is not used. Database Field: ERPx_ARCustomerClass.DiscountGracePeriod | ||||||||
| Due Date Grace Period | This field is not used. Database Field: ERPx_ARCustomerClass.DueDateGracePeriod | ||||||||
| Group: Credit Limits and Finance Charges | |||||||||
| Credit Limit Option | A single select lookup to identify if, and how, Credit Limits are established for the Class. This defaults as "Unlimited Credit", is required and is always editable. If missing, the message "Credit Limit Option is required." will be displayed on Save. This property works in conjunction with 'Credit Amount' property on this page and with the "When credit limits are exceeded" Sales Preference. Click /wiki/spaces/HELP/pages/2684911629 for additional information on managing Credit Limits. The options include:
Database Field: ERPx_ARCustomerClass.CreditLimitOptionEN | ||||||||
| Credit Amount | A textbox to identify the Credit Amount for the Class. This defaults as "0.00" formatted to the selected currency and must be >=0. If missing, negative, or the 'Credit Limit Option' is set to "No Credit", or "Unlimited Credit" this will be set to 0.00 on Save and disabled. Database Field: ERPx_ARCustomerClass.CreditLimitAmount | ||||||||
| Finance Charge Option | This field is not used. Database Field: ERPx_ARCustomerClass.FinanceChargeOptionEN | ||||||||
| Finance Charge Amount | This field is not used. Database Field: ERPx_ARCustomerClass.FinanceChargeAmount | ||||||||
| Group: Other | |||||||||
| Tax Class | A single select lookup to assign the Tax Class to the Class. This defaults to blank, is not required and is always editable. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Class records.
Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_ARCustomerClass.TaxClassSK | ||||||||
| Inactive |
Database Field: ERPx_ARCustomerClass.IsInactive | ||||||||
Accounts Tab
This tab shows the list of GL Accounts that will default to customers assigned this Customer Class.
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| Fields | Description | ||||||||
| Account Type | This field contains the following account types: | ||||||||
Accounts Receivable:
Database Field: ERPx_ARCustomerClass.GLARAccountSK | |||||||||
Sales: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomerClass.SalesActSK | |||||||||
Cost of Sales: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomerClass.COGSActSK | |||||||||
Inventory: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomerClass.InventoryActSK | |||||||||
Terms Discount Taken:
Database Field: ERPx_ARCustomerClass.TermsDiscTakenActSK | |||||||||
Terms Discount Available: This Account Type is not used. Database Field: ERPx_ARCustomerClass.TermsDiscAvailActSK | |||||||||
Finance Charges: This Account Type is not used. Database Field: ERPx_ARCustomerClass.FinanceChgActSK | |||||||||
Writeoffs:
Database Field: ERPx_ARCustomerClass.WriteOffActSK | |||||||||
Overpayment Writeoffs: This Account Type is not used. Database Field: ERPx_ARCustomerClass.OverPmtWriteOffActSK | |||||||||
Sales Order Returns: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomerClass.SalesReturnActSK | |||||||||
| Account | A single-select load on demand lookup to assign the GL Account. This defaults from the value assigned on the Customer Class and is not required to save the master file record but may be required to post a transaction. This is always editable. The lookup contains a blank value, the current assigned value, and all the 'Active' GL Accounts. | ||||||||
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