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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Customer Classificatio...
Microsoft Dynamics NAV (Archived)

Customer Classification (customer types or category)

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Posted on by Ahmad_Safadi 373

When importing customers into Dynamics NAV, it is highly important to have a classification such as the one in the items (Item Category.)

Is there any criteria that allows me to classify my customers ? such as retail, wholesales, VIP ..etc.

Or even like a hierarchy which allows me to classify them on a hierarchical classifications  ? Like under retail (class A, class b) ...etc.

Thanks in Advance,

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  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,698 on at

    There is no field like Customer category but you can do following

    1) Define different customer posting group to identify the customers OR

    2) Define different no series for customer OR

    3) Take help of developer and add field customer category

  • Ahmad_Safadi Profile Picture
    Ahmad_Safadi 373 on at

    Thank you Amol, is this the same for vendors ?

    Thanks in Advance,

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at

    You can try to use the customer posting group on customer, and same on the vendor or have to create new table and link to the master tables. 

  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,698 on at

    Yes you can apply the same thing for vendors also

  • Community Member Profile Picture
    Community Member on at

    You can also manage your own analytical dimensions.

    Regards,

    L

  • Suggested answer
    Saurabh Shah Profile Picture
    Saurabh Shah 4,560 on at

    Hello, 

    Creating the Customer Posting Group and Vendor Posting Group is the best option to categorize the customer or vendor. it will also be available for filtration of reports and other analysis. 

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