The customer record has essential information that directly affects accounts receivable transactions. In the following section, we will cover the basic information that should be considered when creating a new customer record.
In order to create a new customer record, you should navigate to Accounts receivable
| Customers
| All customers
.
On the customer list page, press Alt + N to create a new customer record. As shown in the following screenshot, the mandatory fields are Customer account
, Name
, Customer group
, and Country/region
. You can either save the entered information and complete it afterwards or go to the transaction form, whether Sales quotation
, Project quotation
, and/or Sales order
:
We can see the following in the preceding screenshot:
- The
Customer account
, whether assigned manually or automatically through the number sequence. Group
is a mandatory field that represents the customer group that the particular customer belongs to, and this...