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Finance | Project Operations, Human Resources, ...

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Customers: identify key accounts

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Posted on by NellyG

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Dear AX users,

I'm wondering if there's any standardized way in AX 2012 to identify a VIP customer / key account. What I'm looking for is a field where I can filter through the list of VIPs and select a value.

This field would be used for statistics.

As for the fields we're already using, there's customer group (to identify internal/external customers), classification group, sales district.

Thanks for any help you can provide!

Best regards,

Nelly

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Ludwig Reinhard Microsoft Employee on at

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Hi NellyG,

If you already use all of the available fields, such as classification group, etc. for other purposes then you can think about creating a new custom field.

Please talk to your system admins and development team members.

Best regards,

Ludwig

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