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Assigning Classes to Customers for use as default on Sales Orders

edited Feb 7, 2013 1:35PM in Accounting / ERP 11 comments

I am interested if anyone has managed to assign Classes to Customer Records. We are planning to use Classes to drive P/L reporting and want to automatically default Class on trx based upon a "Class" field on the customer record.

So far I have been unable to link the Classes record directly or via a custom entity field.

Can anyone direct me on how to do this through the interface?

your help will be much appreciated.

Best to all
Larry

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