Enhanced interface

Customer types

Customer types provide a way for you to group customers into categories, such as reseller and end user. By setting up meaningful customer types, you can more quickly manage and report customer information.

For example, you can sort lists based on customer type. You can also remove unused types from appearing on lists and in reports. By setting up customer types with parent types, you create a hierarchy that reflects how you like your customers are organized.

For multi-entity shared companies: Customer types are a master object. Master objects can either be common (meaning, accessible) to all entities or exclusive (private) to a specific entity.

In multi-entity shared companies with multiple base currencies, we recommend creating customer types at the top level to be shared across all the entities. Creating customer types in an entity restricts them to that entity. If you do create them in an entity, use a naming convention to differentiate them at the top level.

Add a customer type

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Customer types: List, View, Add

Go to Accounts Receivable > Setup > Customers and select Add (circle) next to Types.
In Customer type, enter the name you want to use for the new customer type.
To make this type subordinate to a type you already created, select Parent type, and then select the desired type.
By setting up customer types with parent types, you can create a hierarchy that reflects how you like your customers organized.

Edit a customer type

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Customer types: List, View, Edit

Go to Accounts Receivable > Setup > Customers > Types.
Find the customer type that you want to edit.
Select Edit at the end of the row.
Modify the record as needed.
You cannot edit the Customer type field because this serves as the record ID.
Select Save.

Go to Accounts Receivable > Setup > Customers > Types.
Find the customer type that you want to edit.
Select Edit next to the Type ID.
Modify the record as needed.
You cannot edit the Customer type field because this serves as the record ID.
Select Save.

Deactivate a customer type

You can deactivate a customer type to prevent it from being assigned to customers going forward. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.Inactive customer types do not appear in the Customer types list by default, but you can view them when you select Include inactive.

Before you deactivate a customer type, make sure that no customer records reference it.

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Customer types: List, View, Edit

Go to Accounts Receivable > Setup > Customers > Types.
Find the customer type that you want to deactivate.
Select Edit at the end of the row.
From the Status dropdown list, select Inactive.
Select Save.

Go to Accounts Receivable > Setup > Customers > Types.
Find the customer type that you want to deactivate.
Select Edit next to the Type ID.
From the Status dropdown list, select Inactive.
Select Save.

Delete a customer type

You can delete a customer type as long as it is not referenced in any customer record.

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Customer types: List, View, Delete

Go to Accounts Receivable > Setup > Customers > Types.
Find the customer type that you want to delete.
Select More actions > Delete at the end of the row.
Select Delete to confirm.
If you receive a message that the customer type cannot be deleted
This error indicates that at least one customer record references the customer type. To resolve this, remove the customer type from customer records as follows:
1. Go to Accounts Receivable > Setup > Customers.
2. Add the Status column to your view, if it is not already visible.
3. Clear the filter at the top of the Status column so that all customers are shown, including inactive ones.
4. Enter the name of the customer type into the Customer type ID column, to filter the list.
5. Edit each customer record that references this type, selecting a different customer type or clearing the field.
  
  If you create customers at the entity level that use top-level customer types, update the customer records in each location.
6. Delete the customer type.

Go to Accounts Receivable > Setup > Customers > Types.
Find the customer type that you want to delete.
Select Delete.
Select OK to confirm the action.
If you receive a message that the customer type cannot be deleted
This error indicates that at least one customer record references the customer type. To resolve this, remove the customer type from customer records as follows:
1. Go to Accounts Receivable > Setup > Customers.
2. Select Include inactive.
3. Enter the name of the customer type into the Customer type ID column, to filter the list.
4. Edit each customer record that references this type, selecting a different customer type or clearing the field.
  
  If you create customers at the entity level that use top-level customer types, update the customer records in each location.
5. Delete the customer type.

Field descriptions

The following table describes each item on the customer type information page.

Customer type information page field descriptions
Field	Description
Customer type	The name of the category in which to group customers. This field does not support the following special characters: < > @ # & " \ '` ; =
Parent type	The Customer type to which this type is subordinate. This is for informational purposes in the Customer types list, only.
Status	Whether the type can have customers added to it. Options: Active and Inactive. You can assign active customer types to customers; you cannot assign inactive customer types to customers. Active customer types appear on lists and in reports. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it. Inactive customer types do not, unless you select the Include inactive checkbox on the Customer Types list page.