You use the AR Customer Class Maintenance program to capture details of customer classifications that you want to use within SYSPRO. These classes are assigned selectively to customers using the Browse on Customers program.
You can force the entry of a valid customer class when capturing details for your customers by selecting the setup option: Validate customer class on customer master option (Accounts Receivable Setup). Once a customer is assigned a particular classification, you can generate reports and analyze sales history selectively by customer class.
The Browse on Customer Classes listview displays the customer class codes currently defined.
This screen is displayed when you select to add or change a requisition user code from the listview of the Browse on Customer Classes program.
| Field | Description | ||||
|---|---|---|---|---|---|
| Edit | |||||
| New | Select this to add a new customer class code. | ||||
| Delete | Select this to delete the customer class code currently
displayed.
|
||||
| New | Select this icon to add a new customer class code. | ||||
| Delete | Select this to delete the currently displayed customer class code. | ||||
| Save | Select this to save the details you entered for the customer class code. | ||||
| Customer class | You use this field to enter the customer class code you want to maintain. | ||||
| Play | Select this to view multimedia objects attached to the customer class code. | ||||
| Edit | Select this to use the Multimedia program to maintain multimedia objects for the customer class code. | ||||
![[Note]](images/note.png)
| Field | Description |
|---|---|
| Customer class | This indicates the customer class code you are currently maintaining. |
| Description | You use this field to enter a description for the customer class code. |
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.