Assigning Customers to Draft Groups

Pages Used to Assign Customers to Draft Groups

Page Name	Definition Name	Usage
Customer Group Table Page	CUST_GROUP_TBL	Create draft groups for customers who share the same functionality. See Creating a Draft Group. See the PeopleSoft Order to Cash Common Information: Customer Group Table Page for more information.
General Information - Customer Group Info Page	CUST_GROUP_INFO	Assign individual customers to a draft customer group. See Assigning a Customer to a Draft Group. See the PeopleSoft Order to Cash Common Information: General Information - Customer Group Info Page for more information.

Creating a Draft Group

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, and then Common Definitions, and then Customers, and then Customer Group Table, and then Customer Group Table

Select Draft for the customer group type.

Assigning a Customer to a Draft Group

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, and then Customer Information, and then General Information, and then 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.