You can add a new Customer Classification, using the Customer
Class screen.
About this task
Note: The
fields marked with * in the New value dialog
box are mandatory.
Procedure
- Navigate to the
Customer Class screen. To navigate to the Customer Class screen, perform
the following steps:
-
Log in to Sterling Business Center as an
Enterprise Administrator.
- From the System Setup Home page,
expand the Customer Definitions menu, and then
click Customer Classifications.
The
Customer Class screen is displayed. Existing customer classes, if
any, are displayed.
- Click the Add button to create a
new customer class. The New Value dialog box
is displayed.
- In the Customer Classification ID box,
ensure that you specify the customer class.
The maximum
number of characters you can enter in the Customer Classification
ID box is 40 characters. It is recommended that you specify
a unique customer class.
- In the Customer Classification Name box,
ensure that you specify the name of the customer class, as you want
it to appear throughout the system. The maximum number of characters
you can enter in the Customer Classification Name box
is 40 characters. It is recommended that you specify a unique name.
- In the Customer Classification Description box,
enter a detailed description for the customer class. The maximum number
of characters you can enter in the Customer Classification
Description box is 100 characters.
- Click Save.