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How to: Set Up Customers

When you set up a new Customer card, there are fields that must always be filled in, fields that can be filled in as needed, and fields in which you cannot enter anything.

To set up a customer

  1. In the Search box, enter Customers, and then choose the related link.

  2. On the Home tab, in the New group, choose New. Create a new Customer card.

  3. Fill in the fields on the card. The following fields are required.

    Field Description

    No.

    Specifies the number of the record in the number series of customer cards.

    Gen. Bus. Posting Group

    Specifies to which general business posting group this particular customer belongs.

    When you post transactions that involve this customer, this code is used in combination with a general product posting group code in the General Posting Setup window. The general posting setup specifies the accounts (for sales, discount amounts, and so on) that the customer’s transactions are posted to.

    VAT Bus. Posting Group

    Specifies to which VAT business posting group this particular customer belongs.

    When you post transactions that involve this customer, this code is used in combination with a VAT product posting group code to find the VAT %, the VAT calculation type, and the VAT accounts in the VAT Posting Setup window.

    Customer Posting Group

    Specifies which general ledger accounts transactions involving this customer are posted to.

    This posting group specifies accounts for customer receivables, service charges, payment discount amounts, interest, additional fees, and invoice rounding amounts.

    Application Method

    Specifies how to apply payments for this customer.

Note

When you set up a new customer, if you have integrated the Customer table with the Contact table, a new Contact card is created automatically. For more information, see Synchronizing Contacts with Customers, Vendors and Bank Accounts.

See Also

Tasks

How to: Set Up Cash Customers

Concepts

Customer Addresses
Configure Sales Processes

Other Resources

Customer Card