Customer Groups

You may decide to divide some of your business relationships among separate customers in the system, yet still maintain reports and inquiries to capture customers as a group. PeopleSoft Receivables offers the following grouping methods so that you can maintain separate information for individual customers but combine customers when you need to evaluate your overall exposure to a large customer group or identify payment trends for a large conglomerate:

• Bill to, ship to, and sold to.

• Corporate.

• Remit from.

• Correspondence.

• Magnetic ink character recognition (MICR) ID.

• Dun & Bradstreet (D&B) number and other reporting or classification codes.

• Subcustomer levels.