View overview information for the customer group that is
selected on the
tab.
Buttons
Button
Description
Click
to
set up, for the selected customer group, ledger accounts for
automatic ledger transactions that are generated by the receipt and
issue of inventory.
Set up a sales forecast for the customer group that is selected
on the
tab.
Fields
Field
Description
Enter a unique identifier or short name for the customer
group.
Specify the terms of payment that correspond to the default
period between the sale of an item and the payment due date on
invoices for customers in the selected customer group. The terms of
payment are used in the cash flow forecast that is based on sales
or sales budgets for customer groups. You set up terms of payment
in the
form.
Example
You set up a sales budget for a customer group and budget a sale
of 10,000 for June 15. You then specify Current month + 30 days for
the terms of payment. The cash flow forecast then shows that the
budgeted sale of 10,000 is due for payment on July 30.
Specify the standard interval between the due date for payments
from customers in the selected customer group (defined by the terms
of payment) and the date on which the payments are received in your
bank account. The interval is typically a number of days, for
example 2D, 3D, or 4D.
The value in this field allows you to calculate liquidity on the
basis of the cash flow forecast.
Example
You set up a sales budget for a customer group and budget a sale
of 10,000 for June 15. You specify Current month + 30 days in the
field, and 2 days net in the
field. The payment of 10,000 for the customer
group is calculated in the cash flow forecast as received in the
bank account on August 1.
A short description of the customer group.
In any form in which the
field appears, move the mouse pointer over
the value in the
field to see this description.
Enter or select a default tax group for the selected customer
group.
Select the default payment ID type.
Note
(NOR) This field is available only if the configuration key for
Norway is selected.
Tasks that
use this form
Note
