Creating a customer master group

Use Customer Master Group Setup to set up and maintain group records within the Customer module.

  1. Select Customer > Setup > Master Group.
  2. Click New.
  3. Specify a group number and name.
  4. Click Save.
  5. Select values in the Apply Services Changes and Allow Unearned Discounts fields.
  6. Select a currency if the group and its members is a foreign customer and uses a currency other than the domestic currency. Retain the default currency setting if the group uses the same currency as the company.
  7. Click Credit.
  8. Specify this information:
    Manager
    Specify the initials of the group's credit manager.
    Hold Period
    Specify the hold period.
    Sales Order Status
    Select a sales order status.
    Hold Open Date
    Specify a date.
    Credit Limit
    Specify an amount.
    Apply Group Limit
    Select the method by which to apply the group's credit limit.
  9. Click Save.
Related topics