Customer Group
How to use Customer Group in Customers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
This page is a record page in Sales & Marketing → Customers. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Customer Group Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Customer Group from Sales & Marketing → Customers, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Customer Group Namecustomer_group_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Parent Customer Groupparent_customer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Is Groupis_group | Check Optional | Only leaf nodes are allowed in transaction |
Default Price Listdefault_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Default Payment Terms Templatepayment_terms | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payment Terms Template |
Accountsaccounts | Table Optional | Mention if non-standard receivable account applicable Linked record: Party Account |
Credit & Overdue Limitscredit_limits | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Customer Credit Limit |
Child tables
Accounts — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Default Accountaccount | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Advance Accountadvance_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Credit & Overdue Limits — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Credit Limitcredit_limit | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Bypass credit limit check at sales orderbypass_credit_limit_check | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.