Now, if you change the customer group on the customer account, the following dialogue pops uo: "If you change the customer group value, the default dimension values for the group will be applied to this customer." with the options OK and Cancel.
Of course "OK" will update the customer group and will update the financial dimensions on the customer form based on the default dimensions on the customer group. So if there are no default dimensions setup here, the financial dimensions will be removed from the customer account. Clicking "Cancel" will of course cancel the change on the customer group.
In real life implementations it's not always possible to setup default dimensions per customer group in such a way that it covers all the customer's requirements. So then the customer will not setup these default dimensions.
Idea:
It would be better to have a dialogue with a rephrased question, e.g. "Should the default dimension values for the customer group be applied?" with options "Yes" and "No". Option "Yes" would apply the default dimensions of the new customer group to the customer account and choosing "No" will not result in a change of the financial dimensions on the customer account.
Comments
Hi Luc,
Search for: "When changing the customer group the customer financial dimension is not populated correctly in customer master" it is talking about the same thing, but has more votes :)
Category: Accounts Receivable
Administrator on 9/8/2023 12:51:42 PM
Repathing and putting in front of the appropriate team.