Customer group

A customer group is a collection of customers that you can share to companies with multiple accounts receivable. You can reduce your setup time by sharing customers across companies.

You can define customer numbering options, cross-company aging, and currency defaults at the customer group level. You can select and replace the aging options in default to the company level.

Note: If possible, you can define only one customer group that you can share to all companies with multiple accounts receivable. This way, you can consolidate customer balances and can run one aging report across all companies.

Customer group setup requirements

Consider these ideas when you set customer group:

You must define a customer group before you define an accounts receivable company
You must assign every customer to a customer group
You must use the same currency table to all companies within a customer group
You cannot assign a company to more than one customer group