AR Customer Categories

Define custom category codes for classifying customers in the Accounts Receivable module. There are two independent category lists: Customer Category 1 and Customer Category 2.

For detailed information about category fields and usage, see Categories 1 & 2.

Category Endpoints

Customer Category 1

A grid editor with Code, Description, and Inactive columns. Each entry represents a category value that can be assigned to customers via the Category 1 field.

Customer Category 2

A grid editor with Code, Description, and Inactive columns. Each entry represents a category value that can be assigned to customers via the Category 2 field.

Where Categories Are Used

Customer Maintenance

Assign categories to customers in Customer Maintenance, in the Analysis section.

Customer List Filtering

Category 1 and Category 2 are available as filters on the Customer List.

Note: Category names can be customized per module in the system settings. The customized names will appear throughout the application.