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Setup page · Accounts receivable

Customer groups

A setup page for groups of customers that share key parameters.

Used by
Accounts receivable clerk, Accounts receivable manager, Auditor and 5 more roles
Business process
Define customer classifications in Dynamics 365 Supply Chain Management
Menu item
CustGroup
Main table
CustGroup
Data entity
CustCustomerGroupEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for groups of customers that share key parameters.
What you do hereUse it to create and maintain customer groups that share settings such as terms of payment, settle periods, inventory posting ledger accounts, sales tax group and default account setup.
ExampleFor example, a company can use customer groups to set up automatic posting to General Ledger accounts for the revenue its customers generate.
Customer groups page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDevelop sales policies › Define customer classifications › Define customer classifications in Dynamics 365 Supply Chain Management
Menu pathAccounts receivable › Setup › Customer groups
Set up first—
Used next byAll customers Microsoft Learn ↗Customer posting profiles Microsoft Learn ↗
Related pagesCustomer posting profiles Microsoft Learn ↗Accounts receivable parameters Microsoft Learn ↗Terms of payment Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Customer groups1 screen

Create and maintain the groups of customers that share key parameters such as terms of payment, settle periods, inventory posting accounts, sales tax group and default accounts.

  1. Screen 1

    Create the customer group

    Go to Accounts receivable > Setup > Customer groups

    1. Select New
    2. Enter the group code, description and terms of payment
    1Customer groupBEAT
    DescriptionAtlas synthetic customers
    Terms of paymentNET30
    Create the customer group (zoomed on the outlined fields)
    Show the full screenCreate the customer group
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Customer group—BEAT—
Description—Atlas synthetic customers—
Terms of payment—NET30—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Customer groups——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterA number sequence set on a customer group is used first for new customer IDs; the one on Accounts receivable parameters is used only when the group has none. Microsoft Learn ↗

Technical architect

6Technical

Menu itemCustGroup Checked in Dynamics 365
FormCustGroup Checked in Dynamics 365
TableCustGroupShown as “Customer groups” in Record infoKey field: CustGroupChecked in Dynamics 365
Data entitiesCustCustomerGroupEntityCustomer groups Microsoft data model ↗DimAttributeCustGroupEntityCustomer groups Microsoft data model ↗
Who can open itPrivilegesMaintain customer groups CustGroupMaintainView customer groups CustGroupViewDutiesEnable customer process CustCustomerProcessEnableInquire into customer reference data CustCustomerReferenceDataInquire
8 security rolesAuditor AuditPolicyManagerCollections agent CollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccounting manager LedgerAccountingManagerSales manager TradeSalesManager
Checked in Dynamics 365
Actions on the pageButtons: Setup, Forecast, Product filtersChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=CustGroup
Integrate withCustCustomerGroupEntity data entity Microsoft data model ↗
Table definitionCustGroup columns and relations Microsoft data model ↗

Everyone

8Sources and checks