Customer Classes

Customer classes are used to:

·     Default information during customer definition.  This information includes preferred currency, payment terms, credit policies and limits, pricing method, and how backorders should be processed.  This information is defaulted to the Sales Information, Billing Information, and Credit Information screens.

·     Analyze sales history and trends in the Sales Analysis module.  A sale is included in the total for the bill-to customer's customer class.

When you define a customer, you can specify its customer class on the Billing Information screen.  When a customer class is specified, information for the customer defaults from Reference File category 310.  This information can then be modified as necessary.  When you do not specify a customer class, some of this information is retrieved from Reference File category 029 instead.