Use Customer Master Group Setup to set up and maintain group records within the Customer module.
Select Customer > Setup > Master Group.
Click New.
Specify a group number and name.
Click Save.
Select values in the Apply Services Changes and Allow Unearned Discounts fields.
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.
Click Credit.
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.