A named set of customer or partner accounts. Instead of naming each account, a price list, discount group, tax group, trade scheme or scheme condition, scheme budget, item component, store, partner account mapping, visit plan or route, KPI configuration or incentive plan names a group, and the platform resolves the accounts through the group's member rows. Membership is kept by hand on the Members tab, rebuilt from the conditions on the Rules tab with the Process Members action, or both. The pricing, discount, tax and scheme engines only recognise a group whose Account Group Type matches their own value exactly; a group of another type matches no one for them. Account groups are found in the Sales and Procurement settings lists.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountGroupType | Account Group Type | PickList | Yes | Which engine may use the group. Price lists look for Price, discount groups for Discount, tax groups for Tax, and trade scheme headers for Scheme; a scheme condition's Exclude Account Group looks for Exclude Scheme. The value must match exactly. The standard list offers Discount, Exclude Scheme, Incentive, Item Feature, Price and Tax; Scheme is not in it, so an administrator adds it to the field's values before scheme-scoped groups can be created. Incentive and Item Feature are not matched by any engine. Selling-scope mappings, stores, visit plans, package components and incentive enrolment use whatever group they name, whatever its type, but incentive and KPI performance tracking counts only Scheme groups. Values: Discount, Incentive, Item Feature, Price, Exclude Scheme, Tax. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | Free text explaining who belongs in the group and what it is used for. |
DynamicMemberType | Dynamic Member Type | PickList | | Set to Field Filter when the group's members are to be built from the conditions on the Rules tab. When it is Field Filter, Rule Success Criteria must be chosen before the group can be saved. Members added by hand on the Members tab work with or without it. Values: Field Filter. |
ExternalId | External | Text | | An identifier from an outside system, for imports and integrations. The platform does not interpret it. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The group's name, shown wherever the group is picked. Not required by the form, but a group without a name is hard to find in lookups. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
ReportId | Report | Text | | Not used. Building members from a report is not supported; a group whose Dynamic Member Type is Report Data is skipped by Process Members. |
RuleSuccessCriteria | Rule Success Criteria | PickList | | How the conditions on the Rules tab combine when Process Members runs. Any Rule Is Met adds an account that satisfies at least one condition. All Rules Are Met (every condition must hold) is in the field's values but switched off in the standard setup; an administrator can activate it. If this is empty, or the group has no conditions, Process Members adds every account. Values: Any Rule Is Met. |
RuleSuccessCustomLogic | Rule Success Custom Logic | Text | | A combining expression such as 1 AND (2 OR 3), where each number is a condition's position on the Rules tab. It is read only when Rule Success Criteria is Custom Logic Is Met, a value an administrator must add to the criteria list first. Reordering the conditions changes what the numbers refer to. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Delete in page. |
EditInList | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
ProcessMembers | Process Members | ServerAction (ProcessMembers, async) | Rebuilds the group's members from its Rules tab: adds one active member for every account that matches, then removes the members created by the previous run. Members added by hand are kept. Runs in the background. |
UIAction | UI Action | UIAction | UI Action |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| Rule Success Criteria Validation | Error | Selection of Rule Success Criteria is mandatory if the Dynamic Member Type is Field Filter! | Rule Success Criteria is mandatory in case of field filters. |
