Customer Group Setup
Purpose
The Customer Group is used to define standard tax and invoice terms to apply to customers (persons), when the Promote to Customer function is used prior to invoicing.
byondpro requires one default configuration entry.
Button Functions
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Button
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Description
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Find
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Search list of existing Customer Group entries
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Clear
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Clear previous search criteria
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New
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Prepare new record
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Save
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Saves the current record
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Cancel
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Closes the screen without saving changes
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Change
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Switches to edit mode
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Standard Field List
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Field
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Description
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Territory
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Parent territory/grouping to which customer group is assigned
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Code
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Unique code for customer group
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Description
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Description for customer group
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Default Person Customer Group
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Checkbox
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Term
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Lookup to list of terms codes
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Tax Group
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Lookup to list of tax codes
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