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Customer Classifications

This article defines Kaplan’s Customer Classifications, as used in PeopleSoft under: Sub Customer 1 (main classification) & Sub Customer 2 (subclassification) These values help align pricing, reporting, tax handling, and sales/service strategies. They are also used for the Quick Customer Create templates to populate relevant fields on the customer master.

Customer Classifications (Sub Customer 1 & Sub Customer 2) – Definitions and Usage

  1. Purpose of This Article

This article defines Kaplan’s Customer Classifications, as used in PeopleSoft under:

  • Sub Customer 1 (main classification)
  • Sub Customer 2 (subclassification)

These values help align pricing, reporting, tax handling, and sales/service strategies.

  1. Overview of Customer Classifications

Main classification groups (Sub Customer 1):

  • Daycare (DC)
  • Schools (SC)
  • Vertical Market (VM)
  • Government (GO)

Each group has one or more Sub Customer 2 codes to further define the customer type.

  1. Daycare (DC)

Sub Customer 1: DC
Used for early childhood care and education providers that are not primarily K–12 schools.

3.1 DC / CH – Daycare Chains

  • Code:
    • Sub Customer 1: DC
    • Sub Customer 2: CH
  • Definition:
    Large daycare or early learning chains with multiple sites under a common organization/brand.
  • Examples:
    Regional or national daycare brands operating multiple centers.

3.2 DC / IC – Independent Centers

  • Code:
    • Sub Customer 1: DC
    • Sub Customer 2: IC
  • Definition:
    • Independent centers
    • Church-affiliated centers
    • Family childcare centers (home-based providers)
  • Examples:
    Single-site centers, church-based preschools, licensed family childcare homes.

3.3 DC / HD – Head Start Customers

  • Code:
    • Sub Customer 1: DC
    • Sub Customer 2: HD
  • Definition:
    All Head Start customers purchasing for Head Start or Early Head Start programs.
  • Notes:
    Use when the customer is clearly identified as a Head Start program (even if center-based).

3.4 DC / RR – Resource and Referral Agencies

  • Code:
    • Sub Customer 1: DC
    • Sub Customer 2: RR
  • Definition:
    Resource & Referral agencies that support childcare providers and families.

3.5 DC / YY – YMCA / YWCA

  • Code:
    • Sub Customer 1: DC
    • Sub Customer 2: YY
  • Definition:
    YMCA and YWCA organizations, often operating childcare or youth programs.
  1. Schools (SC)

Sub Customer 1: SC
Used for K–12 and related school organizations.

4.1 SC / DP – Public Schools & Related

  • Code:
    • Sub Customer 1: SC
    • Sub Customer 2: DP
  • Definition:
    • All public schools (districts and individual schools)
    • PTA/PTO organizations tied to public schools

4.2 SC / PR – Private Schools

  • Code:
    • Sub Customer 1: SC
    • Sub Customer 2: PR
  • Definition:
    • All private schools, including church-affiliated schools

4.3 SC / CS – Charter Schools

  • Code:
    • Sub Customer 1: SC
    • Sub Customer 2: CS
  • Definition:
    • Charter schools, regardless of whether they are district-authorized or independent.

4.4 SC / HS – Home Schools

  • Code:
    • Sub Customer 1: SC
    • Sub Customer 2: HS
  • Definition:
    • Home school customers purchasing for home education programs.
  1. Vertical Market (VM)

Sub Customer 1: VM
Used for markets outside traditional daycare/school/government segments.

5.1 VM / CU – Colleges and Universities

  • Code:
    • Sub Customer 1: VM
    • Sub Customer 2: CU
  • Definition:
    • Colleges and universities, including community colleges and higher-ed programs.

5.2 VM / RT – Retail

  • Code:
    • Sub Customer 1: VM
    • Sub Customer 2: RT
  • Definition:
    • Retail accounts (stores and similar retail outlets).

5.3 VM / IN – Individuals

  • Code:
    • Sub Customer 1: VM
    • Sub Customer 2: IN
  • Definition:
    • Individual consumers purchasing as individuals rather than organizations.

5.4 VM / EA – Employee Accounts

  • Code:
    • Sub Customer 1: VM
    • Sub Customer 2: EA
  • Definition:
    • Kaplan employee accounts.

5.5 VM / MD – Medical Facilities

  • Code:
    • Sub Customer 1: VM
    • Sub Customer 2: MD
  • Definition:
    • Medical facilities, including:
      • Doctor’s offices
      • Hospitals
      • Similar healthcare settings

5.6 VM / SS – Social Services & Community Organizations

  • Code:
    • Sub Customer 1: VM
    • Sub Customer 2: SS
  • Definition:
    • United Way
    • Industries for the Blind
    • Battered women’s shelters
    • Museums
    • Zoos
    • Other similar community/non-profit organizations.

5.7 VM / LI – Libraries

  • Code:
    • Sub Customer 1: VM
    • Sub Customer 2: LI
  • Definition:
    • Libraries of all types.
  1. Government (GO)

Sub Customer 1: GO
Used for government entities at federal, state, and local levels, and certain military-based programs.

6.1 GO / FE – Federal Government (Non-Daycare)

  • Code:
    • Sub Customer 1: GO
    • Sub Customer 2: FE
  • Definition:
    • All federal government accounts, except federal-based day cares.
  • Examples:
    • Prisons
    • BIA (Bureau of Indian Affairs)
    • FBI

6.2 GO / SL – State / County / City

  • Code:
    • Sub Customer 1: GO
    • Sub Customer 2: SL
  • Definition:
    • State, county, city, and other non-federal government accounts.

6.3 GO / GS – GSA Accounts

  • Code:
    • Sub Customer 1: GO
    • Sub Customer 2: GS
  • Definition:
    • GSA accounts that qualify for GSA pricing, including:
      • General Services Administration
      • IRS
      • Social Security Administration (SSA)
      • DFAS, and similar agencies.

6.4 GO / ML – Military-Based Day Cares & Youth Centers

  • Code:
    • Sub Customer 1: GO
    • Sub Customer 2: ML
  • Definition:
    • Day cares and youth centers located on or in military bases.
  1. Quick Selection Guide

Use this as a quick reference when setting Sub Customer 1 / Sub Customer 2 in PeopleSoft:

  • Daycare chains? → DC / CH
  • Independent childcare center, church-affiliated center, or family childcare home? → DC / IC
  • Head Start or Early Head Start program? → DC / HD
  • YMCA or YWCA? → DC / YY
  • Public school or district, or PTA/PTO? → SC / DP
  • Private or church-affiliated school? → SC / PR
  • Charter school? → SC / CS
  • Home school family/program? → SC / HS
  • College or university? → VM / CU
  • Retail store? → VM / RT
  • Individual consumer? → VM / IN
  • Kaplan employee account? → VM / EA
  • Medical/healthcare facility? → VM / MD
  • Library? → VM / LI
  • United Way, museum, zoo, shelter, etc.? → VM / SS
  • Federal government (non-daycare)? → GO / FE
  • State/county/city government? → GO / SL
  • GSA-pricing-qualified account? → GO / GS
  • Military-based daycare or youth center? → GO / ML

    Find in PS: Customers>Customer Information>General Information>Miscellaneous

    custclass panel

Customer Classification Cheat Sheet (PeopleSoft – Sub Customer 1 & 2)

Legend

  • SC1 = Sub Customer 1
  • SC2 = Sub Customer 2

Daycare (SC1 = DC)

SC1

SC2

Short Label

Use For…

DC

CH

Daycare Chain

Large daycare/early learning chains with multiple locations.

DC

IC

Independent Center

Independent centers, church-affiliated centers, family childcare homes.

DC

HD

Head Start

All Head Start/Early Head Start customers.

DC

RR

Resource & Referral

Resource & Referral agencies supporting childcare/families.

DC

YY

YMCA/YWCA

YMCA and YWCA organizations.

Schools (SC1 = SC)

SC1

SC2

Short Label

Use For…

SC

DP

Public School

All public schools/districts and related PTA/PTO groups.

SC

PR

Private School

All private schools, including church-affiliated schools.

SC

CS

Charter School

All charter schools.

SC

HS

Home School

Home school customers/programs.

Vertical Market (SC1 = VM)

SC1

SC2

Short Label

Use For…

VM

CU

College/University

Colleges, universities, community colleges.

VM

RT

Retail

Retail stores/outlets.

VM

IN

Individual

Individual consumers (not buying as an organization).

VM

EA

Employee Account

Kaplan employee accounts.

VM

MD

Medical Facility

Hospitals, clinics, doctor offices, and similar facilities.

VM

SS

Social Services/Comm. Org

United Way, shelters, museums, zoos, other community orgs.

VM

LI

Library

All types of libraries.

Government (SC1 = GO)

SC1

SC2

Short Label

Use For…

GO

FE

Federal Gov’t (Non-DC)

All federal government accounts except federal-based day cares (e.g., prisons, BIA, FBI).

GO

SL

State/Local Gov’t

State, county, city and other non-federal government accounts.

GO

GS

GSA Account

GSA-qualified accounts (GSA, IRS, SSA, DFAS, etc.).

GO

ML

Military-Based DC/Youth

Day cares and youth centers on/in military bases.

Ultra-Quick Selection Hints

  • Daycare chain brand? → DC / CH
  • Single childcare center or church preschool? → DC / IC
  • Head Start/EHS grantee or site? → DC / HD
  • Public school or district or PTA/PTO? → SC / DP
  • Private or church school (K–12)? → SC / PR
  • Charter school? → SC / CS
  • Home school family? → SC / HS
  • College or university? → VM / CU
  • Individual consumer (home use)? → VM / IN
  • Gov’t but not school or daycare? → GO / FE or GO / SL based on level
  • GSA pricing? → GO / GS
  • Daycare/youth program on base? → GO / ML