Overview
A Customer Type is a means of grouping Customers together by certain common characteristics (e.g. credit limit, dunning letter type). The Customer Types definition allows users to maintain a list of such groupings, which can be used for reporting purposes, if applicable.
This entity is referenced in the Customer detail information.
Navigation
Admin ► Common Entities ► Customer ► Customer Types
Customer Types screen Fields
Field | Description |
ID | Unique code for the Customer Type. |
Active | If false, the Customer Type cannot be selected in new transactions. |
Last Statement Date | Last date when the statement was produced. |
Last Interest Calculation Date | Last date when interest process was run. |
Credit Limit | Maximum credit allowed for this type of customers. The system defaults this value when the Customer Type is selected during Customer creation. |
Abbreviation | Short description for the Customer Type. |
Description | Full description for the Customer Type. |