Customer Allowance Group Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Allowances $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Customer Allowance Group Maintenance

Purpose

Enter, view, edit, or delete customer allowance groups.

Overview

Use Customer Allowance Group Maintenance to set up and maintain customer allowance groups, which are groups of customers grouped together, so a single customer allowance rule can be used for all the customers. For information on setting up customer allowance rules, see Customer Allowance Rule Maintenance.

You can assign a customer to only one customer allowance group.

Creating Customer Allowance Groups

To create a customer allowance group:

Click the New button in the ribbon.
Enter a code for the customer allowance group in the Customer Allowance Group Code field.
Enter a description for the customer allowance group in the Description field.
Enter a customer code or name that you want to include in the customer allowance group in the Customer Code or Customer Name field.
Click the Add button.
Repeat steps 4-5 for all customers you want to include in the customer allowance group.
Click the OK button in the ribbon. The customer allowance group is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Allowance Group Maintenance window.
New	Click this button to create a new customer allowance group.
Update	Click this button to update the selected customer allowance group.
Delete	Click this button to delete the selected customer allowance group.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer allowance group.
Prev	Click this button to display the previous customer allowance group.
Next	Click this button to display the next customer allowance group.
Last	Click this button to display the last customer allowance group.

Fields and Buttons

Field or Button	Description
Customer Allowance Group Code	Enter the customer allowance group code, or click the Lookup button to select a customer allowance group code.
Description	Enter a description for the customer allowance group.

Main Tab Fields and Buttons

Field or Button	Description
Customer Code	Enter a customer code that you want to add to the customer allowance group, or click the Lookup button to select a customer code.
Customer Name	Enter a customer name that you want to add to the customer allowance group, or click the Lookup button to select a customer name.
Add	Click this button to add the selected customer to the customer allowance group.
Remove	Click this button to remove the selected customer in the Customers grid from the customer allowance group.
Customers	This grid displays customers in the selected customer allowance group. Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.