Add an affiliation to a customer

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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

This topic explains how to add an affiliation to a retail customer record so that when a cashier adds the customer to a transaction, the affiliation and its discount are automatically added to the transaction. An affiliation identifies customers who are members of a group, or are associated with one, for example, seniors or students.

Note

Before you can add affiliations to customer records, you must set up affiliations and their discounts. For more information, see Set up an affiliation and its discounts.

To add an affiliation to a customer account, follow these steps:

  1. Click Accounts receivable > Common > Customers > All customers.

  2. On the All customers list page, double-click a customer.

  3. In the Customers form, on the Action Pane, on the Retail tab, in the Related information group, click Affiliations.

  4. In the Affiliations form, in the Name column, select an affiliation.

  5. If the customer has more than one affiliation, click New, and then, in the Name column, select another affiliation.