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

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

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

  • Program List > Accounts Receivable > Browses

A customer provides the mechanism for you to raise sales orders within SYSPRO.

The static information captured against a customer is used when processing sales transactions and determines, for example, the tax and discounts applicable.

Documents generated from these transactions (e.g. invoices, credit notes, debit notes) are also stored against the customer.

The customer code can be used as a filtering tool when generating reports.

Customers are maintained using the Customers program (Program List > Accounts Receivable > Setup).

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 for a group customer that comprises a primary customer (who is liable for settling the payment) and multiple associated downstream secondary customers. A group customer is created using the AR Customer Group Maintenance program (Program List > Accounts Receivable > Transaction Processing).

A group payment is created, executed and processed using the AR Group Payment Run program (Program List > Accounts Receivable > Setup).

An intercompany group payment affects two or more SYSPRO companies and involves the Accounts Payable and Accounts Receivable modules.

The transaction is processed in the primary company and involves payments to secondary companies for Accounts Payable or payments from secondary companies for Accounts Receivable.

All secondary SYSPRO companies must be located on the same SYSPRO server as the primary SYSPRO company.

This is the customer against which a single payment is processed (i.e. the recipient of the aggregate payment). This single remittance is known as a group payment.

When processing intercompany group payments, this is the customer in the primary SYSPRO company against which payments from multiple secondary customers either in the same or secondary SYSPRO company is processed.

Primary customers are created and maintained using the AR Customer Group Maintenance program (Program List > Accounts Receivable > Setup).

This is the company in which you process the group/intercompany group payment.

This is also the company where the primary customer (for Accounts Receivable) or primary supplier (for Accounts Payable) is located.

All secondary SYSPRO companies must be located on the same SYSPRO server as the primary SYSPRO company.

This is a customer to whom a portion of the payment that was received by the primary customer, is allocated. All secondary customers and the primary customer they are linked to form a customer group. The payment made to the primary customer is referred to as a Accounts Receivable group payment.

A secondary customer can be in the primary or secondary SYSPRO company.

Customers for group payments are defined using the AR Customer Group Maintenance program (Program List > Accounts Receivable > Setup).

Secondary SYSPRO companies are updated by the transaction that is initiated and processed in the primary SYSPRO company.

All secondary SYSPRO companies must be located on the same SYSPRO server as the primary SYSPRO company.

Topics

Group Payments

AR Group Payments

Setup programs

Customers

AR Customer Group Maintenance

Processing programs

AR Group Payment Run

Starting

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).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > General Ledger Integration > Receivables Ledger Codes

  • Intercompany payments interface

Solving

  1. Open the AR Customer Group Maintenance program (Program List > Accounts Receivable > Setup).

  2. Indicate the code associated with the primary customer for the customer group in the Primary customer toolbar field and tab off your entry.

  3. 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 listview.

  4. Save your changes.

Customer group data is retained within 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.

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

  1. Open the AR Customer Group Maintenance program (Program List > Accounts Receivable > Setup).

  2. Select the secondary customer that you want to remove.

  3. Select the Delete function from the Secondary Customer listview.

  4. Save your changes.

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

Using

  • Columns in a listview 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 listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This retrieves the currently highlighted entry into the calling program.

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

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

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

Currency Xref

This indicates the customer's currency equivalent in the primary company.