Corporate Group Entry (ARE995)

Use this program to create and maintain corporate groups and assign customers to the groups. The customers can be assigned individually using the line entry or auto-assigned by salesperson/territory. A customer can belong to more than one corporate group.

Whenever a new corporate group is created or the name is changed, the system adds a record to the SMCATL log file for the next update to the eStorefront database. This is for the CorporateGroup request. A record is also be added when a corporate group is deleted. This is for the CorporateGroupDelete request.

For more information how to use maintenances, refer to the following topics:

How to use file maintenance programs

Access this program by choosing Accounts Receivable-->File Maintenances--> Corporate Group Entry.

Use the following fields to set up corporate group information:

Use the following fields to set up corporate groups:

1.* Corporate Group ID

Enter the corporate group id code. Press F2 or $image\find_shg.gif$ to search.

2.* Description

Enter the description for the corporate id code.

The line browser will be loaded with all customers assigned to the selected corporate group. The browser will display the customer number and name. The same customer cannot be added more than once in a corporate group. You can add customers to the corporate group by selecting the $image\plus_shg.gif$ icon. To delete customers from the group, highlight the customer and select the $image\Delete_shg.gif$ icon.

3. Customer Number

Enter the customer to be assigned to this corporate group. Press F2 or $image\find_shg.gif$ to search.

Tip: Use the Auto-assign by salesperson/territory option from the menu bar to enter a salesperson number and then add all customer records with that salesperson to the corporate group and ARCGRL file.

Press $image\stop_shg.gif$ to stop adding groups.

Press $image\save_shg.gif$ to save your changes.

Press Header to access the Header Detail dialog box, where you can modify the corporate group description.

Press Done to clear the browser and return to the Corporate Group ID field. Press Done again to exit the program.