Category: Customer category hierarchies

Create customer category hierarchies Use this procedure to create a customer category hierarchy. Click Trade allowance management > Setup > Customer category hierarchy. In the Category hierarchy form, click New, and in the Name field, enter a name for the category hierarchy. For example, if you were creating a category hierarchy for regions in a geographical location, you might call it Customer by region.On the Categories FastTab, select … Continue reading AX – D365FO – Set up customer category hierarchies for trade allowance →