Agenda
The purpose of writing this blog is to understand how to create masters (e.g., Customer, Vendor, Item, GL Accounts and Bank accounts) manually inside the business central/NAV. As you all aware that there are several fields available when you open any master card, and all fields are not important and mandatory to fill. So, which one is mandatory we are going to see that.
Note: For this blog we consider the nature of business is Trading not Manufacturing or Assembling.
Demonstration
Customer Card: -
1. Customer Card
Who is Customer – A client is a person or business that buys something from a third party. The main goal of a business is to get a group of customers who buy from them again and again, bringing in money. As the customer is responsible for the inflow of money.
How to create Customer Card in Business Central – Go to the Customer List page and hit “NEW” button:
Customer Card page will open. Customer card page is a combination of multiple of Fast Tab.
In the General Fast Tab, below is the important field which need to be filled: -
No. – Customer no. will be auto populated from No. Series setup or user can fill manually based on configuration
Name – Fill the Customer Name
State Code – This field only to be filled if you are a using IN (India) localization
Rest other fields can be filled as per Business requirement.
In the Address & Contact Fast Tab, below is the important field which need to be filled: -
Address & Address 2 – Fill the address details of customer
Country, Region, and City – Fill post code, country, and Region
Rest other fields can be filled based on information provided and Business requirement.
In the Invoicing Fast Tab, below is the important field which need to be filled: -
Gen. Bus. Posting Group – This is most important field on customer card, if this will not be selected then at the time of making Sales document error will be encountered. This field will be use on Gen. Posting Setup, based on this sales account and other Gls will be impacted.
Customer Posting Group – This is also most important field on customer card, condition same as above for Gen. Bus. Posting Group. With the help of customer posting group related Gls will be impacted.
VAT Bus. Posting Group(optional) – VAT Bus. Posting Group will be optional, and it’s based on localization which you are using.
Rest other fields can be filled based on information provided and Business requirement.
In the Payments Fast Tab, below is the important field which need to be filled: -
Application Method – When you open a new customer card then, in this field value will be automatic updated as Manual, but if you want that at the time of posting credit notes and payments from customer automatic application will be posted then you can change this and select Apply to Oldest
Payment Terms Code – Fill the payments terms (Selection will be populated form payment terms master). Based on the payment terms ageing report and cashflow will be impacted.
Rest other fields can be filled based on information provided and Business requirement.
In the Shipping Fast Tab, all fields are optional and can be filled based on the Business requirement.
Tax Information fast Tab only available for Indian localisation, if you are not using IN localisation then you can simply ignore this. Below is the important field which need to be filled: -
Assessee Code – If you want to deduct TDS and TCS on for this customer then this field is mandatory and to be filled by using drop down.
Pan No. – Pan no. is also mandatory for Indian customer, If Pan no. is not available in this case TDS and TCS deducted with higher rates
GST Customer Type and GST Registration No. – Business want to deduct GST on sales invoice then GST no. is mandatory for Indian customer, when user fill the GST no. then GST customer type field will be updated automatically, but for foreign customer GST customer type should be filled manually by using Drop Down.
Rest other fields can be filled based on information provided and Business requirement.
In the Statistics Fast Tab all the report related, and historical data will be shown. Based on transaction posted. In this Fast Tab there is no any fields available which need to be filled.
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