We have some customers that have sales for two different customer groups. You can have your sales people override the product group on the sales order to direct the sales dollars to a different sales GL. For our company, that doesn't always happen when it should, but if your sales department will do that your GL will be correct. The sales reports do go by customer group so your dollars with sales reports won't be completely accurate and will not match the GL. We also have the additional problem of some parts that are sold to two different customer groups which causes the GL to be inaccurate.
We went with the "majority rules" idea. I added a default product group to the customer group. Then I wrote a dashboard that compares customers' default product group against the orders' product groups. If a customer's sales shift towards a different customer we are supposed to change the customer's customer group.
I think for everything to match 100% you would have to use two customers and in our case two different part numbers to make everything match. That doesn't work for us. It would cause problems during cycle counts and confusion for the sales dept.
Sue
We went with the "majority rules" idea. I added a default product group to the customer group. Then I wrote a dashboard that compares customers' default product group against the orders' product groups. If a customer's sales shift towards a different customer we are supposed to change the customer's customer group.
I think for everything to match 100% you would have to use two customers and in our case two different part numbers to make everything match. That doesn't work for us. It would cause problems during cycle counts and confusion for the sales dept.
Sue