In this blog, we are going to discuss one of the key feature of Sage 500 ERP that is ‘Customer Classes’. Many times, it is easier as a data operator to maintain some defaults for the frequently used operating screens; Sage 500 ERP provides this facility for Customer screen through Customer Classes. It allows us to create a group of customer that is known as Customer Classes based on their similar activities or divisions or type of goods sold by using which we can set some default information for customers in that particular group.
New Stuff: MAINTAIN MULTIPLE CUSTOMER ADDRESSES IN SAGE 500
- Customer Classes are user-defined grouping of Customers. Businesses can set up several Customer classes or group all Customers into one Customer class.
- Customer classes is used to separate Customers by type of goods sold or divisions of a business (Manufacturing Division, Spare Parts Division, and Service Division). Customer Class Maintenance provides the user with three pages in which we can set Customer default information, set up GL Posting accounts we can look at historical information through a drill around by Customer Class.
- Almost all of the Accounts Receivable inquiries and reports have sorting and selection options by customer Class.
- Customers are assigned a default Customer Class, but Customer Classes may be changed at the document level to provide optimum flexibility for GL Postings.
The screen is located at Accounts Receivable > Maintenance > Maintain Customer Classes.
The ‘Main’ page of this screen is used to enter the default General Ledger accounts to be used for transactions assigned to this Customer Class. These accounts include various asset, liability, and expense accounts. There are two types of General Ledger information entered on this page: the Customer Class Accounts and the Account Segment Overrides.
The ‘Customer Defaults’ page of Customer Class Maintenance is used to enter and maintain information that will default from the Customer Class when new Customers are created in Customer Maintenance.
The ‘Sales Order’ page of Customer Class Maintenance is used to enter and maintain information that will be sales order specific and will default from the Customer Class when new Customers are created in Customer Maintenance. A checkbox for ‘Require Acknowledgement’ in Customer Class Maintenance to indicate if specific customers in that class require sales orders to be acknowledged.
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