Create Customer Master in D365 BC:
(1) In this blog, we see how to create a Customer in D365 BC, with a brief explanation of mandatory fields which are used while doing any type of transaction in D365 BC.
(2) Open D365 BC and find “Customers” in the search bar, as shown.
(3) After that Customer List page opens. In the below list if you want to edit customer information, select that customer and double click or press the edit button, Customer Card will open and edit the information as per the requirement. But in this blog, we are creating a new Customer, so for that purpose press the “New” button and fill in the information of the Customer on the Customer Card page, as shown.
General Tab:
| Field Name | Nature and Importance | Field Description |
|---|---|---|
| No. | Mandatory | It gives a unique identity to Customer in the system. It can be manually or generated automatically. If you want to generate automatically, then create number series in the No. Series master and the same number are assigned in the Sales & Receivables setup field “Customer No.” |
| Name | Mandatory | Enter the Name of the Customer. |
| Blocked | Optional | Specifies which transactions with the customer cannot be processed. |
| Balance (LCY) | Autogenerated | Specifies the total value of sales. |
| Balance Due (LCY) | Autogenerated | Specifies the total value of sales in LCY. |
| State Code | It is mandatory if GST calculation is involved | Specifies the State Code of Customer. |
| Credit Limit (LCY) | Optional | Specifies the maximum amount you allow the customer to exceed the payment balance before warnings are issued. |
Address & Contact Tab:
| Field Name | Nature and Importance | Field Description |
|---|---|---|
| Address | Informative | Specify the Address of the Customer. |
| Address 2 | Informative | Specify the Address of the Customer. |
| Country/Region Code | Mandatory for GST calculation | Specifies the Country of the Customer. |
| City | Informative | Specifies the City of the Customer. |
| Post Code | Informative | Specify the Post Code of the Customer. |
| Informative | Specify the Email id of the Customer. | |
| Fax No. | Informative | Specifies the FAX no. of the Customer. |
| Home Page | Informative | Specifies the Website of the Customer. |
| Contact Name | Informative | Specifies the Contact person from the Customer side. |
| Mobile No. | Informative | Specifies the Contact number of Customer. |
Invoicing Tab:
| Field Name | Nature and Importance | Field Description |
|---|---|---|
| VAT Registration No. | Mandatory | Specifies the VAT Reg. No. of the Customer. It is mandatory if we calculate VAT, otherwise, it is not mandatory. |
| Customer Price Group | As per the requirement | Specifies the customer price group code, which you can use to set up special sales prices in the Sales Prices window. |
| Gen. Bus. Posting Group | Mandatory | Specifies the vendor’s trade type to link transactions made for this Customer with the appropriate general ledger account according to the general posting setup. |
| VAT Bus. Posting Group | Mandatory | Specifies the VAT specification of the involved customer or vendor to link transactions made for this record with the appropriate general ledger account according to the VAT posting setup. |
| Customer Posting group | Mandatory | Specifies the customer’s market type to link business transactions made for the customer with the appropriate account in the general ledger. |
| Currency Code | As per the requirement | Specifies the currency code that is inserted by default when you create purchase documents or journal lines for the vendor. |
Payments Tab:
| Field Name | Nature and Importance | Field Description |
|---|---|---|
| Application Method | Mandatory | Specifies how to apply payments to entries for this Customer. It has two options: 1. Manual (By default, apply entries manually) and 2. Apply to Oldest (the system automatically apply or knock off the entries at the time of posting invoice and payments). |
| Payment Term Code | As per the requirement | Specifies a code that indicates the payment terms that you require of the customer. |
| Payment Method Code | As per the requirement | Specifies how to make payment, such as with bank transfer, cash, or check. |
| Preferred Bank Account | As per the requirement | Specifies the customer bank account that will be used by default on payment journal lines for export to a payment bank file. Select Bank Account from the drop-down list. |
| Party Type | Mandatory | Specifies the type of Customer, Company or Person. |
Tax Information Tab:
| Field Name | Nature and Importance | Field Description |
|---|---|---|
| Assess Code | Optional | It is used calculating TCS values in documents and journals. |
| P.A.N No. | Mandatory | Specifies the Permanent Account No. of Party. And mainly used for calculating TCS and GST values. |
| P.A.N Status | As per the requirement | Specifies the PAN Status as PANAPPLIED, PANNOTAVBL, PANINVALID. |
| P.A.N Reference No. | As per the requirement | Specifies the PAN Reference No. in case the PAN is not available or applied by the party. |
| GST Registration Type | Mandatory | Specifies the customer’s GST registration number issued by an authorized body. For calculating GST Values. |
| GST Customer Type | Mandatory | Specifies the type of GST registration or the customer. For example, Registered/Unregistered/Import/Composite/Exempted/SEZ. |
(4) After the enter the information, your customer card is ready for a transaction. Let’s take an overview of the above tabs and their menu (from the below option you can create a Sales Order, Credit memos, see customer ageing reports, assign by default dimensions etc.) as shown.
