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.

Software Version: 2023.06.30 and newer

[ 1 Page Header ] [ 2 Properties Tab ] [ 3 Accounts Tab ] [ 3.1 Related Topics ] [ 3.1.1 Page Definitions ] [ 3.1.2 Technical Details ]

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Fields	Description
Class	A single-select lookup that identifies the Customer Class that the page is being displayed for. This is displayed as [Class ID] - [Class Description]. This default to blank on New. If changed, the details below will be updated to reflect the new Customer Class. The lookup contains a list of all Customer Classes. Database Field: ERPx_ERPx_ARCustomerClass.ClassID + ERPx_ERPx_ARCustomerClass.Description

Properties Tab

This tab shows all the properties that default to new customers assigned this Customer Class.

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Fields	Description
Properties
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Value
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. Linked 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. Linked Database Field: ERPx_ERPx_ARCustomerClass.Description
Group: Configuration
Checkbook	This is a single-select lookup to assign the default 'Checkbook' that will be used for Payment Receipts received from a customer. This defaults as blank, is not required, and is always editable. 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	This is a single-select lookup that defaults from the Currency assigned to the 'Home Currency' on the Company → Configuration → Preferences page. This is required and always editable. If missing, the message "Currency is required." will be displayed on Save. 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	This is a single-select lookup to assign the default 'Payment Terms' that will be assigned to customers in this class. This defaults as blank, is not required, and is always editable. 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 here for additional information on managing Credit Limits. The options include: No Credit: The Customer does not have any credit and the 'Credit Amount' property is set to 0.00 and will be disabled. Specific Amount: The Customer has a set Credit Limit that will be specified in the 'Credit Amount' property. Unlimited Credit: The Customer has unlimited credit (i.e., Credit Limits are not managed for the Customer), and the 'Credit Amount' property is set to 0.00 and will be disabled. Database Field: ERPx_ARCustomerClass.CreditLimitOptionEN
Credit Amount	A textbox to identify the Credit Amount for the Class. This defaults as "0.00000" and must be >=0. If missing, negative, or the 'Credit Limit Option' is set to "No Credit" this will be set to 0.00 on Save. 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	This is a Yes/No lookup to identify if the Class is active or not. This defaults to "No" and is always editable. If set to 'Yes' then the record is "Inactive" and will not be included in lookups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. This field is always editable. Database Field: ERPx_ARCustomerClass.IsInactive