Field/Function

Description

Customer Class

Select a class from those defined within Microsoft Dynamics GP.  The application will assign the Alert Group and/or Collector to all customers in this class.

All customers not assigned to an Alert Group will be assigned to one indirectly through the Default group set forth in Alert Setup. 

This field is outlined in red as it is a required field. Also, a confirmation warning will appear after clicking Save to confirm the save and indicate how many records will be updated.

Alert Group

Select an alert group from the list of those defined within Alert Setup that the application will assign to all customers within the class.

To allow the application to use the Default group set forth in Alert Setup, then set this field to “-none-.”  This removes all group assignments allowing the default to be in effect.

Collector

Select a collector from the list of those defined within Personnel Setup that the application assigns to all customers within the class.

Select “-none-“ to remove collector assignments for all customers in the specified class.  Users will need to locate alerts by selecting the “No Collector” option within the Collector field in Alerts/Tasks.

Save

Save

This function sets the selected Alert Group and Collector on all customers assigned to the particular Customer Class.  Once the process is complete, a message appears with a count of customer records affected (appears to the right of the Save button).

IMPORTANT:

Use the Refresh Data function in Data Warehouse Refresh to effect this change.

Technical Note:

This function creates or updates the ARCCustomerInformation table.