3 Set Up User Defined Groups

This chapter contains these topics:

• Section 3.1, "Setting Up Customer Groups,"

• Section 3.2, "Setting Up Supplier Groups,"

• Section 3.3, "Setting Up Item Groups."

The user defined groups programs allow you to store information pertinent to customers, suppliers and items. A group is an arbitrary name to which you assign customers, suppliers or items. This allows you to maintain default values by group instead of individual address numbers or item numbers.

The system stores the information in the customer and supplier default tables by address number or group. The system stores the information in the item default tables by item number or item group. You assign a:

• Customer to a customer group using User Default Groups - Customer (P40063) and the system stores the information in the User Default Groups - Customer table (F40063).

• Supplier to a supplier group using User Default Groups - Supplier (P40064) and the system stores the information in the User Default Groups - Supplier table (F40064).

• Item to an item group using User Default Groups - Item (P40065) and the system stores the information in the User Default Groups - Item table (F40065).

3.1 Setting Up Customer Groups

You use User Default Groups - Customer (P40063) program to assign a customer to a customer group. When you enter default user defined data for your customer, you can enter either address number or customer group.

To set up customer groups

Navigation

From Sales Order Management (G42), enter 27

From User Defined Data (G42313), choose Customer Groups

1. On Customer Groups, complete the following fields:

   • Address Number

   • Customer Group

2. Complete the following optional field and click Add.

   • Data Type

Figure 3-1 Customer Groups screen

Description of "Figure 3-1 Customer Groups screen"

Field	Explanation
Customer Group	A user defined code (40/UC) that identifies a customer group for the purpose of entering customer user defined data to serve as defaults for the user defined data on sales orders.

3.1.1 Processing Options

See Section 9.4, "User Default Groups - Customer (P40063)."

3.2 Setting Up Supplier Groups

You use User Default Groups - Supplier (P40064) program to assign a supplier to a supplier group. When you enter default user defined data for your supplier, you can enter either address number or supplier group.

To set up supplier groups

From Sales Order Management (G42), enter 27

From Sales Order Advanced & Technical Ops (G4231), choose User Defined Data Setup

From User Defined Data (G42313), choose Supplier Groups

1. On Supplier Groups, complete the following fields:

   • Address Number

   • Supplier Group

2. Complete the following optional field and click Add.

   • Data Type

Figure 3-2 Supplier Groups screen

Description of "Figure 3-2 Supplier Groups screen"

Field	Explanation
Supplier Group	A user defined code (40/UC) that identifies a supplier group for the purpose of entering supplier user defined data to serve as defaults for the user defined data on purchase orders.

3.2.1 Processing Options

• See Section 9.5, "User Default Groups - Supplier (P40064)."

3.3 Setting Up Item Groups

You use User Default Groups - Item (P40065) program to assign an item to an item group. When you enter default user defined data for your items, you can enter either address number or item group.

To set up item groups

Navigation

From Sales Order Management (G42), enter 27

From Sales Order Advanced & Technical Ops (G4231), choose User Defined Data Setup

From User Defined Data (G42313), choose Item Groups

1. On Item Groups, complete the following fields:

   • Item Number

   • Item Group

2. Complete the following optional field and click Add.

   • Data Type

Figure 3-3 Item Groups screen

Description of "Figure 3-3 Item Groups screen"

3.3.1 Processing Options

See Section 9.6, "User Default Groups - Item (P40065)."