Create a customer group [AX 2012]

Updated: May 9, 2011

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

Use this procedure to set up groups that share characteristics such as payment terms and the length of time that it typically takes for payments to be received after an invoice is due. You can then assign these groups to customers.

  1. Click Accounts receivable > Setup > Customers > Customer groups.

  2. Click New. In the Customer group field, enter a unique identifier for the customer group.

  3. In the Description field, enter a short description of the customer group.

  4. In the Terms of payment field, select the terms of payment that apply to customers who are assigned the selected customer group. Terms of payment are part of managing your customer accounts and are strongly recommended.

    For more information, see Terms of payment (form).

  5. In the Settle period field, select the standard interval between the due date for payments from customers in the selected customer group, defined by the terms of payment, and the date on which the payments are received in your legal entity’s bank account. The settle period is used for liquidity calculations that are based on the cash flow forecast.

  6. To define ledger accounts for automatic ledger transactions that are related to the issuance of inventory to customers in the selected customer group, click Setup > Item posting, and define the accounts.

    For more information, see Item posting (form).

  7. To set up a sales forecast that applies to the customers in the customer group in the Demand forecast form, click Forecast.

    For more information, see Demand forecast (form).

NoteNote

For more information about the fields that are mentioned in this procedure, see Customer groups (form).


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

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