Adding, Modifying, and Deleting Customer Groups
Adding, Modifying, and Deleting National Accounts
Use the Customers screen to add, edit, and delete customer records.
Before adding a new customer:
Before editing a customer record, note that:
Note: You cannot reassign a customer to a customer group that has Inactive status.
If you change the account set, statistics for the affected customer groups and national accounts will no longer balance. You can edit the statistics to correct the information, but it can be a difficult task.
Important! We recommend that you do not change the customer group or account set assigned to a customer record to which you have posted transactions. If you make the change, you may need to post adjustments to your general ledger for transactions such as invoices that were posted to the original account set and payments to the invoices that were posted to the new account set.
You can also assign the customer to a different national account, with these restrictions:
When you change the national account for a customer, Accounts Receivable overwrites the Account Type, Billing Cycle, and Interest Profile fields, which must be identical to those of the national account.
Note: You cannot delete a customer record, or set it inactive, if it has unposted transactions
To add a new customer:
Accounts Receivable > A/R Customers > Customers.
To edit or view an existing customer record:
Accounts Receivable > A/R Customers > Customers.
To delete a customer record:
Accounts Receivable > A/R Customers > Customers.