Costpoint Help

Manage Customer Types

Use this screen to set up the valid customer types for your business. You can sort by customer type when you print sales reports and receivable reports.

You must enter customer types on this screen before you set up the customer tables on the Manage Customers screen.

Warning: If you try to delete a customer type that has already been used in the customer tables, you will receive a database error message that will say that the record cannot be deleted because dependent data exists. You cannot make changes to existing customer types that have been assigned to a customer.

Related Topics:

Display the Manage Customer Types Screen

You access the Manage Customer Types screen from the Accounting domain.

Contents of the Manage Customer Types Screen

Use the fields and options to configure the Manage Customer Types Screen.

Table Information for the Manage Customer Types Screen

Changes on the Manage Customer Types screen update the CUST_TYPE table.


Parent Topic:

Customer Settings