Accounts Receivable - Customer Types



The Customer Type maintenance task allows for the creation, modification, deletion, inquiry, and listing of customer type codes used by the Order/Invoice Processing and Sales Analysis modules.


=> To access this task...

Select Customer Types from the Inquiry and Maintenance menu.


Customer Type Code menu

Customer Type Code


Each customer is assigned a customer type that is entered in Customer maintenance. Customer types are used by the Sales Analysis module to record sales history by customer type and product code.


About the Fields

To enable edits to the form select  .

In the Customer Type field...

  • Enter a customer type code of up to three characters in length.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record and to view the last record.

  • Click Record Query button to view or edit existing customer types. See Query Functions.

Customer Type Code inquiry

Customer Type Code Inquiry


See Query Functions.


In the Description field...

  • Displays the description associated with the code entered.

  • Enter up to 20 characters to describe the customer type.

When done making selections...

  • Click Save button to save the new code.

  • Click Clear Form button to clear the form and begin again.

Closing an unsaved record will issue the prompt:

  • Select [Yes] to save the changes.

  • Select [No] to return to the form.


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