Define customer
profile classes to categorize customers based on credit, payment terms,
statement cycle, automatic receipt, late charge, dunning, and invoicing
information. When you initially set up your customers, you assign each customer
to a profile class.
To customize the
profile class for a specific customer, use the Customer Profile Classes window.
Default - If you skip this step, Receivables uses
the profile class DEFAULT.
Use Customer Profiles to group
customer accounts with similar creditworthiness, business volume, payment
cycles, and late charge policies. For each profile class you can define
information such as credit limits, payment terms, statement cycles, invoicing, and
discount information. You can also define amount limits for your late charges
and statements for each currency in which you do business.
Define your standard
customer profiles in the Customer Profile Classes window. These profiles
contain generic options that you can use to group your customers into broad categories.
To define a new
customer profile class:
1. Navigate to the
Customer Profile Classes window.
2. Enter a Name and a
brief description of this profile class.
3.
Check
the Active check box to make this profile class active.
4. Enter other profile class
information.
5. Use the Late Charge
Profile tab to enter default information for late charge calculations.
6. Open the Profile Class
Amounts tabbed region, then enter the Currency in which customers assigned to
this profile class will do business. For each currency that you enter, define
the currency rates and limits for customers using this profile class, including
Credit Limit and exchange rate information.
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| Define Customer Profile Classes |
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