Help on customer group
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In this page, you can retrieve the customer groups defined in the system. You can carry out a search based on customer group code, group description, customer and customer name. Based on the search criteria specified the system retrieves the customer group details.
Click the lens icon positioned next to the “Customer Group #” field in the main screen.
The “Help On Customer Group” page appears.
The system displays the following fields in the “Search Criteria” group box:
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Group Type Code |
The code identifying the group type to which the customer group belongs |
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Group Type Desc |
The textual description of the group type |
Enter the following fields in the “Search Criteria” group box, to search for a customer group. Data entry in the following fields is optional:
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Customer Group # |
The identifier of the customer group to be retrieved (Alphanumeric, 6). You can enter the number in full or specify it partially using the “*” character. The system retrieves all customer groups whose numbers are similar to the number specified here. |
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Customer Group Desc. |
The textual description of the customer group (Alphanumeric, 40). You can enter the customer group description in full or specify it partially using the “*” character. The system retrieves all customer groups whose descriptions match the description entered here. |
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Customer # |
The code identifying the customer associated with the customer group (Alphanumeric, 18). You can enter the customer number in full or specify it partially using the “*” character. The system retrieves the customer groups with the customer numbers entered here. |
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Customer Name |
The name of the customer (Alphanumeric, 40). You can enter the customer name in full or specify it partially using the “*” character. The system retrieves the customer groups with the customer name entered here. |
Note: If all the fields in the search criteria are left blank, the system retrieves all ‘active’ customer groups created in the login organizational unit.
Click the “Search” pushbutton to display the search results.
The system displays the following fields in the “Search Results” multiline based on the filter criteria provided:
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Customer Group # |
The identifier of the customer group |
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Customer Group Desc. |
The textual description of the customer group |
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Group Type Code |
The code identifying the group type to which the customer group belongs |
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Group Type Desc. |
The textual description of the customer group type |
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Controlled Group |
Indicates whether the customer group is a controlled group or a user-defined group. |
Click OK pushbutton.
