Assigning Profile Classes to Customers
After you define your standard profile classes, you can assign them to your customers. You can also update specific information for a customer when you assign a new profile class.
When you enter a new customer, Receivables assigns the profile class 'DEFAULT'. You can use this profile class, modify this profile class information, or choose one of the profile classes that you have defined.
Prerequisites
To assign a profile class to a customer:
1. Navigate to the Customer Summary or the Customers window.
2. Query the customer to which you want to assign a profile class.
If you are using the Customer Summary window, choose Open, then continue with this step.
3. Open the Profile:Transaction alternative region, then enter a Profile Class or select one from the list of values.
Note: Not all fields in the Customer Profile Classes window appear in the Profile:Transaction alternative region.
4. To update profile class information for this customer, modify information in the following alternative regions:
Profile:Transaction: Open this region to update credit, payment terms, or receipt information.
Profile:Document Printing: Open this region to update statement, dunning, finance charges, invoicing, and consolidated billing information.
Profile:Amounts: Open this region to update rates and limits for each currency in which this customer does business.
Attention: The changes you make at the customer level only affect the profile class for this customer; they do not affect other customers using this profile class.
To view a customer profile class:
1. Navigate to the Customer Summary or the Customers window.
2. Query the Customer whose profile class you want to view.
If you are using the Customer Summary window, choose Open.
3. Open the Profile:Transaction, Profile:Amounts, or Profile:Document Printing alternative region.
See Also
Entering Customers
Entering Customer Addresses
Defining Customer Profile Classes
Enter customers