Roll down customer class to customers at Dynamics GP
How to roll down the customer class setting to all customers at Dynamics GP.
- Navigate to customer class which requires a roll down
- Select the customer class
- Update the setting which needs to be rolled down and save the change.
- Dynamics GP will prompt if a roll down is required
- Click yes for roll down of the change to all customers for the class.
- If there is no change to any setting, but only a roll down is required, just change the setting to a wrong value, save the change, answer no GP prompt for a roll down. Reset class setting to correct value again, save and answer yes for roll down.