About a customer group

Note: Define only one customer group to be shared by all accounts receivable companies, if possible. This way, you can consolidate customer balances and can run one aging report across all companies.

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

You can define customer numbering options, cross-company aging, and currency defaults at the customer group level. Aging options default to the company level and can be overridden at that level.

Customer group setup requirements

Keep these ideas in mind as you set up your customer group:

  • You must define a customer group before you define an accounts receivable company.

  • Every customer must be assigned to a customer group.

  • All companies within a customer group must use the same currency table.

  • You cannot assign a company to more than one customer group.