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This document is a quick reference how to work with Customers in Business Central. Vendor Customer cards provide information about your suppliersbuyer. Vendor Customer card is the centre of all tasks in the purchase sale process.
How to find
Navigate to Customers using the search box and choose related link
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If there is some configuration template set up, a list of templates come into view. Choose one of them. After these steps, empty vendor customer page appears.
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Customer Fast Tabs
Customer card is divided into five Fast Tabs. Now, we will go through all of them.
General
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Name
The name of the Customer is defined here.
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When you receive such a request from a vendorcustomer, you can mark his record as blocked due to privacy. Business Central will then discontinue the processing of that data subject’s personal data. When a record is marked as blocked, you cannot create new transactions that use that record.
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This Fast Tab is used to enter contact information about customer and his primary contact.
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Address
Specify the custoomer’s customer’s name.
Address 2
Specify additional line for customer’s address.
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Choose valid Region Code. It’s filled automatically after choosing Postal Code from the Postal Codes list.
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HINT: Try to fill in Country/Region code first of all address details. After that only Postal codes for required Country/Region code will be visible. |
Show on Map
This inscription is an active link to online maps. You can see address you entered in online maps. For using this functionality, Online Map Setup have to be filled in proper way[1][LO1] .
Primary Contact Code
You can choose primary contact from contact list. Primary contact could be an employee of the customer’s company, who is key person for you.
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First of all, you should create some contacts for the customer. You can reach Contact List in two ways, see picture below.
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Phone No.
Field is filled automatically when you choose Primary Contact Code. Of course, you can fill it manually, too.
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You can choose how to apply payments to entries for this vendorcustomer. There are two options:
Manual – ledger entry to apply can be chosen manually.
Apply to oldest – each payment will be applied to the oldest opened ledger entry.
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Payment term code have to be chosen from the list of Payment Terms. This code determines, which formula will be used to calculate the due date of purchasing selling documents. Possibility of payment discount is included here, too.
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Remainder Terms Code
Specifies how the customer usually submits payment, such as bank transfer or checkreminders about late payments are handled for this customer.
Cash Flow Payment Terms Code
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