Accounts Receivable: Customer Classes

A customer class groups customers that have similar characteristics. Customer classes can be based on the types of goods or services the customers buy or on other properties, such as each customer's currency and payment method.

Defining a Customer Class

You define customer classes and their settings on the Customer Classes (AR201000) form. You specify a customer class when you create a customer account on the Customers (AR303000) form, which causes the system to fill in the values of the class for the customer. Any of these default values can be overridden.

During basic system configuration, you need to create only the customer class to be used by default; you then specify it as the default customer class on the Accounts Receivable Preferences (AR101000) form. When you create a customer class, the system automatically inserts the values of the default customer class, any of which can be overridden. When you create a new customer account, the default customer class is initially specified as the customer class, but you can change it to any other class.