Customer groups (form)

  • Article

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

Click Accounts receivable > Setup > Customers > Customer groups.

Use this form to create and maintain groups of customers who share key parameters, such as the following:

  • Terms of payment

  • Settle period

  • Default sales tax group

You must create at least one customer group, because you must select a customer group for each customer account that you create in the Customers form.

Task that uses this form

Create a customer group

The following tables provide descriptions for the controls in this form.

The tabs and controls that were added to this form for the Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Warehouse management.

Buttons

Button

Description

Setup

Open a menu that contains the following items:

  • Item posting – Open the Posting form, where, for the selected customer group, you can set up ledger accounts for the automatic ledger transactions that are generated by the receipt and issue of inventory.

  • Default financial dimensions – Open the Enter default customer financial dimensions form, where you can assign default financial dimension values to the selected customer group.

    Note

    This control is available only if the Public Sector configuration key is selected.

Forecast

Open the Demand forecast form, where you can set up a sales forecast for the selected customer group.

Fields

Field

Description

Customer group

Enter a unique identifier or short name for the customer group.

Description

A short description of the customer group.

Terms of payment

Specify the terms of payment that correspond to the default period between the sale of an item and the payment due date on invoices for customers in the selected customer group. The terms of payment are used in the cash flow forecast that is based on sales or sales budgets for customer groups. You set up terms of payment in the Terms of payment form.

Example

You set up a sales budget for a customer group and budget a sale of 10,000 for June 15. You then specify Current month + 30 days for the terms of payment. The cash flow forecast shows that the budgeted sale of 10,000 is due for payment on July 30.

Settle period

Specify the standard interval between the due date for payments from customers in the selected customer group, and the date on which the payments are received in your bank account. The interval is typically a number of days, such as 2D, 3D, or 4D.

The value in this field lets you calculate liquidity based on the cash flow forecast.

Example

You set up a sales budget for a customer group and budget a sale of 10,000 for June 15. You specify Current month + 30 days in the Terms of payment field, and 2 days net in the Settle period field. The payment of 10,000 for the customer group is calculated in the cash flow forecast as received in the bank account on August 1.

Payment ID type

Select the default payment ID type.

Note

(NOR) This control is available only to legal entities whose primary address is in Norway.

Default tax group

Enter or select a default tax group for the selected customer group.

See also

Set up a cash flow forecast for sales and purchases

Customer posting profiles (form)

Item posting (form)

Business statistics (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).