Browse on AR Group Customers

This program lets you view details for customer groups that were defined using the AR Customer Group Maintenance program.

Exploring

Where it fits in?

Things you can do in this program:

View secondary customers assigned to the primary customer in a customer group
Select a customer group to use within the AR Group Payment Run program
Add a new customer group
Maintain an existing customer group

Navigation

This program is accessed from the Program List pane of the SYSPRO menu:

Program List > Accounts Receivable > Browses

Terminology

Customer

Customers provide a mechanism for you to raise sales orders within SYSPRO.

The static information configured against a customer is used to determine applicable tax, discounts, etc., when processing sales transactions.

The documents you receive from a customer (e.g. invoices, credit notes, debit notes, etc.,) are stored against the customer code and enable you to keep track of the company's assets.

You can use the customer as a report selection criterion and for subtotalling and sequencing a number of reports within SYSPRO.

You maintain customers using the Customers program.

Group Payment (Customer)

This is a single large payment processed from a primary customer instead of smaller multiple payments from many individual customers.

This type of payment is processed using a customer group. A customer group comprises a primary customer (who is liable for settling the payment) and multiple associated downstream secondary customers. A customer group is created using the AR Customer Group Maintenance program.

A group payment is created, executed and processed using the AR Group Payment Run program.

Primary customer

This is the customer against which the single remittance for payments from multiple secondary customers is processed (i.e. recipient of the aggregate payment). This single remittance is known as a group payment.

Primary customers are created and maintained using the AR Customer Group Maintenance program.

Secondary customer

This is one or more downstream customers who issue payments to a primary customer in a customer group. The primary customer then settles the payment via a single remittance for these individual payments received (i.e. group payment).

Customers for group payments are defined using the AR Customer Group Maintenance program.

Related Information

Topics

Group Payments

Setup programs

Customers

AR Customer Group Maintenance

Processing programs

AR Group Payment Run

Starting

Security

Groups

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

Solving

FAQs

How do I create a customer group?

Open the AR Customer Group Maintenance program (Program List > Accounts Receivable > Setup).
Indicate the code associated with the primary customer for the customer group in the Primary customer toolbar field and tab off your entry.
Indicate the code(s) associated with the secondary customer(s) that you want associated with the group customer (i.e. Primary customer) in the Customer column of the Secondary Customer list view.
Save your changes.

Where is customer group information stored in SQL?

Customer group data is maintained in the ArCustomerGroup table.

This table maintains the links between the primary customer and its linked secondary customers. The company ID and transacting currency associated with each customer is also stored in this table.

How do I remove a secondary customer from a customer group?

To remove a secondary customer from an existing customer group, proceed as follows:

Open the AR Customer Group Maintenance program (Program List > Accounts Receivable > Setup).
Select the secondary customer that you want to remove.
Select the Delete function from the Secondary Customer list view.

Where do I create group payment runs for customers?

Group payments for customers are created, executed and processed within the AR Group Payment Run program (Program List > Accounts Receivable > Transaction Processing).

Using

Hints and Tips

Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.
Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Menu and Toolbar

Select

This retrieves the currently highlighted entry into the calling program.

Add

This lets you capture a new customer group using the AR Customer Group Maintenance program.

Change

This lets you maintain the currently highlighted customer group using the AR Customer Group Maintenance program.

Primary customer

Indicate the primary customer code associated with the customer group that you want to view.

Group Customer list view

Field	Description
Company	This indicates the code associated with the company to which the secondary customer belongs.
Secondary customer	This indicates the secondary customer associated with the customer group.
Currency	This indicates the transacting currency defined for the secondary customer.

* Development-Authors@syspro.com