Adding a new customer group through BOD rules

You can create a customer group using BOD rules in the Business Center. Customers that adhere to the conditions that are defined in the BOD rules are associated.

Creating BOD rules and Customer Groups

  1. In the Business Center, navigate to BOD Rules.
  2. Click Create New.
  3. Select the Create as Customer Group check box. The mandatory Customer Group Name field is displayed.
  4. Specify a customer group name in the Customer Group Name field.
  5. Add conditions.
    Note: 

    Conditions with the same clause number are combined using AND. This means that all conditions under the same clause must be true.

    Conditions with different clause numbers are combined using OR. This means that any clause group that is true is enough for the rule to match.

  6. Click Create.

    The customer group with the customer group name you specified in the Customer Group Name field is added to the list of customer groups with the type ERP customer group.

Adding and deleting customers in the customer group

After the creation of the BOD rule and Customer Group, no customers are added yet in the customer group. To add the customers that comply with the conditions of the BOD rule, the SyncCustomerPartyMaster BOD of the customer must be replicated. Manually, you can still add customers to the customer group.
  1. In your recently created customer group, click Find under the Add New Customer area.
  2. Select a Customer Name then click Save. Repeat these steps until you have added all the customers that you intend to add to the group.
  3. To delete a customer from the group where the customer adheres to the conditions of the BOD rule or was added manually, click the X button opposite the customer name.
  4. Click OK.

Updating information in the BOD rules

When BOD rule conditions are updated, customers who no longer meet the new conditions are not automatically removed from the customer group. You must manually remove the customer by clicking the X button opposite the customer name then click OK.

To update the customer group name of the customer group created through BOD Rules, complete these steps:

  1. Navigate to BOD Rules.
  2. Access the BOD rule that you created with the customer group that you intend to rename.
  3. Specify the customer group name on the Customer Group Name field.
  4. Click Save.

Deleting BOD rules and Customer Groups

For Customer Groups created through BOD Rules, you can delete the customer group but the BOD rule associated is not deleted. You can still use the BOD rule by connecting it to Markets and Virtual Enterprises. Similarly, you can delete the BOD rule, but the associated customer group is retained. Because the customer group name is edited in the BOD Rule associated to the customer group, you can no longer update the customer group name. Considering that you can still add and delete customers in the customer group, this customer group functions as a regular customer group.

  1. To delete a customer group, navigate to Customer Groups.
  2. Click the X button opposite the customer group name.
  3. To delete a BOD rule, navigate to BOD Rules.
  4. Click the X button opposite the BOD rule name.