Exercise - Create a new customer template

Completed

Exercise Scenario

To create domestic customers, set up a new customer template with all default values for a domestic customer in Business Central. All your domestic customers should have a payment term of 14 days.

Create a new customer using the new customer template.

Tasks

1. Set up a new customer template for domestic customers.

2. Create a new customer using the DOMESTIC customer template.

Steps

1. Set up a new customer template for domestic customers

   1. Select the search for page icon in the top-right corner of the page, search for Customer Templates, and select the related link.

      

   2. Select New.

   3. In the Code field, enter DOMESTIC.

   4. In the Description field, enter “Domestic customers”.

   5. In the Language Code field, enter ENU.

   6. On the Address & Contact FastTab, in the Country/Region Code field, enter US.

   7. Expand the Invoicing FastTab.

   8. In the Gen. Bus. Posting Group, select DOMESTIC.

   9. In the Customer Posting Group, select DOMESTIC.

   10. In the Language Code field, enter ENU.

   11. Expand the Payments FastTab.

   12. In the Payment Terms Code field, select "14 DAYS".

   13. Close the pages.

2. Create a new customer using the DOMESTIC customer template.

   1. Select the search for page icon in the top-right corner of the page, search for Customers and select the related link.

   2. Select New.

   3. The list of customer templates opens. Select the DOMESTIC customer template. A new customer card opens with the values of the DOMESTIC customer template assigned.