Understanding Customer Master Category Codes
You use category codes to group customer master records together for processing and reporting purposes. For example, you could assign customers a category code value to indicate a specific geographical location, and then select those customers for statement or invoice processing.
Three methods are available for assigning category codes to a customer master record:
Method |
Usage |
---|---|
Add category codes using the Form menu on the Customer Master Revision form. |
You can manually add category codes to the customer master record at any time by selecting Category Codes from the Form menu. |
Automatically update category codes from address book. |
If you activate a processing option in the Customer Master MBF - PO program (P0100042), the system updates the customer master record with the category code values that you enter in the address book record. This update occurs only when you add an address book record. To update the customer master record with changes to address book category code values, you must run the Copy Category Codes to Customer Master program (R01050). |
Enter date-effective category codes and run the Date Effective Category Code Update program (R03012A). |
If you use date-effective category codes, you must run a batch application to update the customer master record with the values. |
You can assign up to 30 category code values to the customer master record.