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.
- 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.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com (listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more details on Sage 300 and Sage 300c Services, please contact us at email@example.com, We will like to hear from you.