Setting up Creditor Account Groups

Setup > Business Admin Settings (General Setup) > [Creditor Account Groups]

You can create account groups that are suited to the requirements of your business. When you set up Creditors, you can assign them to one of these groups.

To set up a Creditor account group:

1. Click New to add a new group. The Details tab is displayed.

2. Enter a Name for the account group.

3. Enter a Report Code for the account group. This is a user-defined report code to report on Debtor Price Policy Groups.

4. Click Save.

A new Account Group is created and added to the list. The Account Group number is automatically assigned.

Note: Right click on the column heading for grid-related tasks.