Create a customer product model group

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Before you can specify default values for a group of customers, you must create a customer product model group and add customers to it.

Note

This information applies only to Product builder.

Create a customer product model group

  1. Click Product information management > Setup > Product builder > Groups > Customer product model groups.

  2. Press CTRL+N to create a new line.

  3. In the Product model group field, enter a name for the new customer product model group.

  4. In the Description field, enter a description for the customer product model group.

Add customers to a customer product model group

  1. Click Accounts receivable > Common > Customers > All customers. Open or create a customer record.

  2. In the Customers form, on the Action Pane, on the Customer tab, click Edit.

  3. On the Sales order FastTab, in the Product model field, select the customer product model group.