What Is a Customer?

A customer is anyone you charge and collect money from. You define a customer record that holds the name, address, limits, and identifiers for each customer of a company. The customer is defined at the group level, which allows customers to be shared and balances accumulated across companies. Defining customers allows you to establish processing and cash application rules for each customer.

Example

City Builders is a customer of ACME Construction. ACME has several business units all established as separate AR companies. City Builders is a customer of each of ACME's business units. ACME defines one header record to maintain City Builders address and general information. However, to keep a detailed record for each business unit, ACME sets up a separate customer record for City Builders in each unit. This way each ACME business unit can define separate processing rules if needed.