Setting up Debtor Account Groups

You can use Debtor Groups to group Debtor accounts together. For example you might set up your regions as Debtor Groups. You might use the Secondary Debtor Group for the type of client, such as wholesaler, retailer, or state and interstate. You can then report on Debtor Groups and add them to search windows as extra fields.

Debtor groups are distinct from Debtor Price Policy Groups, which are only used for pricing purposes. Examples of Debtor Price Policy Groups might be "trade", "internet" or "foreign", where there is a need for a different pricing approach.

You can create account groups that are suited to the requirements of your business. When you set up Debtors, you can assign them to one of these groups, for reporting and associating price policies.

To set up a Debtor Group:

1. In the MYOB Exo Business Configuration Assistant, go to Administration > Debtors > Debtor Account Groups from the menu on the left. The Debtor Account Group window opens.

2. Click on the New button to create a new group.

3. In the Account Group Name field, enter a name for this group.

4. In the Report Code field, enter the report code.

5. Click Save icon from the menu.

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