(POL) Customer groups (modified form)

  • Article

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

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.

Note

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Customer groups (form)

Fields

Field

Description

VAT report date code

Select the date code for the value-added tax (VAT) report to assign to the customer group. The date code indicates the period for which the VAT transactions are selected for the VAT register report. The date code is based on predetermined business tax rules.

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