Customer Group (AR00.1)

Use Customer Group (AR00.1) to define and maintain customer groups. A customer group identifies a group of customers shared by one or more accounts receivable companies. The ability to share customers across companies greatly reduces system setup time.

More Information

When you define a customer group, you select customer numbering options and define cross-company aging and currency defaults. The aging options you define for the customer group default to company records unless you override them at the company level.

When you define a customer group, you select customer numbering options and define cross-company aging and currency defaults. The options you define for the customer group default to company records unless you override them at the company level.

Select the Aging tab to define aging defaults for the customer group.

Select the EFT tab to define electronic fund transfer (EFT) rules and options. Click the EFT Calendar link to define calendar options for processing electronic funds transfers (EFTs).

Select the Rules tab to display processing rules for the customer group.

Select the Activity tab to define rules for applying payments on Contract Activity Application (AR32.1).

Select the Companies tab to display companies that are associated with this customer group. Click the asterisk next to a company to access Company AR01.1.

After you define customer groups, use Company (AR01.1) to define accounts receivable companies.