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Overview
You use the A/R Customer Groups screen to print the Customer Group List report and the Customer Group Statistics report.
- The Customer Group List report lists the information entered to define the customer groups used in your Accounts Receivable system, and the customers assigned to each group.
- The Customer Group Statistics report lists the total amount of invoices, receipts, discounts, debit and credit notes, write-offs and adjustments, interest charges, and returned checks you have recorded for a customer group during the period covered by the report.
When to Print
Print the report when you add, change, or delete customer groups.
Information Printed on This Report
The Customer Groups report can include the following information for each customer group in the specified range, depending on the options you select at print time:
- If you select Profile, the report lists the account type, account set, interest profile, and credit limit for each customer group, as well as the selection for the Allow Edit Of Credit Check option.
- If you select Group Members, the report includes the telephone number and contact person for each of the member customers, for quick reference.
- If you select the Optional Fields, the report also includes the optional fields and values assigned to each customer group.
- If you use multicurrency accounting, the report lists the currencies used by the group, as well as the credit limit for each currency.
- If you select Customer Group Statistics as the report type, the report provides the same information as the Customer Period Statistics report, but shows totals by customer groups instead of by customer.