Customer classes

Create a customer class

1. In the Navigation pane, highlight the Accounts Receivable > Setup > Classes folder.
2. Click . The New Class window opens.

   

3. Enter a unique Code for the customer class.
4. Enter a Description of the customer class.
5. In the GL Account Masks section, enter any GL account masks you want to load by default when a new customer with this customer class is added. You can specify masks for Receivables, Sales, Cost, and/or Inventory accounts. The account masks are used to derive the GL accounts on invoices for customers in this customer class.
6. Save the new customer class.

Classes Listing

Purpose

The Classes Listing provides a list of the customer classes defined in your system.

Content

For each customer class included on the report, the listing shows:

• description
• receivables account mask
• sales account mask
• cost account mask
• inventory account mask.

In addition, you can include one or more of the following:

• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Accounts Receivable > Setup > Classes folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of customer classes:
     1. Right-click the Classes folder and select Select and Report > Classes Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected customer classes:
     1. In the HD view, select the customer classes to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular customer class from the Class window:
     1. In the HD view, locate and double-click the customer class to report on. The Class window opens with the customer class loaded.
     2. Click .
3. Select the Options tab.

   

4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
5. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
6. Select the Output tab.
7. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
• Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
• Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
• Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extension is available for the report:

• Classes