Assigning Customers to Draft Groups

Use the Customer Group Table page (CUST_GROUP_TBL) to create draft groups for customers who share the same functionality.

Navigation:

Set Up Financials/Supply Chain > Common Definitions > Customers > Customer Group Table > Customer Group Table

Select Draft for the customer group type.

Use the General Information - Customer Group Info page (CUST_GROUP_INFO) to assign individual customers to a draft customer group.

You have the option of assigning customers to draft groups. When you create drafts, you can create them for all customers in a draft group at once.

Navigation:

Customers > Customer Information > General Information > General Info

Select 0070 - Customer Group in the General Info Links field on the General Info page for the customer.

Select DRFT in the Group Type field and select the group in the Customer Group field.