What Is a Customer Group?

Note: If possible, define only one customer group to be shared by all accounts receivable companies. This allows you to 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 define customer numbering options, cross-company aging rules, and currency defaults. Aging options default to the company level setup and can be overridden at that level.

Most multiple company setups have only one customer group. Which means that all the companies you do business with are associated with one customer group. If you have different types of businesses and companies do not overlap, then setting up multiple customer groups might be preferable.

Requirements:

You must define a customer group before you define an accounts receivable company.
Every customer must be assigned to one 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.