MoversSuite Administration (web) > Collections > Setup Customer By Class

 

All customers assigned to a particular Customer Class in Microsoft Dynamics GP can be assigned to a particular alert group and collector.  Once the record is defined and Save is pressed, the application will assign the associated alert group and collector to all customers in the class.

 

Figure 60: Setup Customer By Class screen

 

The following table describes the fields used within the Setup Customer By Class setup.

 

Field	Description
Customer Class	Select a class from those defined within Microsoft Dynamics GP.  Each customer in MoversSuite assigned to the selected Customer Class will be updated to have the Alert Group and Collector assigned to this record.
Alert Group	Select an alert group from the list of those defined within Alerts Setup.  The value selected here will be applied to all customers belonging to this class.
Collector	Select a collector from the list of those defined within AR Credit & Collections User Setup.  The value selected here will be applied to all customers belonging to this class.

 

Important:  Existing Alert Group and Collector assignments will be overwritten by implementing a Save.

 

A database refresh must be performed to implement changes made in the Setup Customer By Class setup.  Refer to the Data Warehouse Refresh topic for more information.