🔗 How to Link a Customer and Vendor in Microsoft Dynamics 365 Business Central

In this video, I demonstrate a common real-world business scenario where the same company acts as both a Customer and a Vendor in Microsoft Dynamics 365 Business Central.

📌 Business Scenario:

Imagine you purchase goods from a company and also sell goods to the same company. Instead of making separate payments and collections, businesses often prefer to settle only the net outstanding balance. In this session, you'll learn how Business Central handles this scenario using the Customer/Vendor Linking functionality and the Net Customer and Vendor Balances feature.

🎯 What You'll Learn:

✔️ Business use case for Customer-Vendor linking

✔️ Required setup in Marketing Setup

✔️ Importance of Business Relation Codes

✔️ Creating Customer and Vendor from Contact Card

✔️ Understanding Contact Business Relations

✔️ Linking existing Customers and Vendors with transactions already posted

📚 Key Topics Covered:

🔹 Contact Management

🔹 Customer Creation from Contact

🔹 Vendor Creation from Contact

🔹 Customer-Vendor Relationship Setup

🚀 Benefits of This Setup:

✔️ Reduce unnecessary payments and collections

✔️ Simplify vendor/customer settlements

✔️ Minimize reconciliation effort