Customer groups

A customer group is a collection of customers that can be shared by multiple Receivables companies. Sharing customers across companies can reduce setup time.

Before you set up customer groups, you must plan your customer structure and basic processing rules. Customer group setup includes customer numbering options, aging rules, and currencies. The aging rules supply default values during company setup that can be overridden at the company level.

Most multiple company setups have only one customer group and the same group is assigned to all companies. Customer balances can then be consolidated as part of one aging report across all companies. If you have different types of businesses and companies that do not overlap, then setting up multiple customer groups may be preferable.