Can anyone in the forum address the IMPACT of adding a customer category?  Where can I educate myself on this parameter?  If I am going to add customer category, I need to be certain there is no negative impact on current reports (or other interface I may not have thought of yet).  TIA

Can anyone in the forum address the IMPACT of adding a customer category?  Where can I educate myself on this parameter?  If I am going to add customer category, I need to be certain there is no negative impact on current reports (or other interface I may not have thought of yet).  TIA

HEREWEGO-

Using categories is just an optional way you can choose to group your customers.  You can group customers by such categories as a particular type or region; and/or select groups of customers for specific billings or statement cycles (such as by a specific week of the month).  When you print invoices, statements, and reports, you can select to include all or only a specific category of customers.

There is no real impact by creating a category and assigning the category to the customer in Maintain Customers. It will only come into effect, if you choose to use the option when you run a report that has the option to filter on category (not all reports offer an option to sort or filter on categories).

For example, if you go to AR, Reports, Detail Report it has an option ‘Customer category to include’ and it default to “All”.  If you choose to change the report option from All and to run for a particular category, like Category #1, then the report will only bring up information for customers you have assigned to Category #1 in Maintain Customers.

For setting of a customer category, here is an article on the Knowledge Base:  How to set up Customer Categories

Go ahead and try it out.  If it doesn’t work for your company, you could always delete them.

 Sincerely,

Coleen

Coleen, thank you very much for your reply and resource link!  I'm all set.