Book Image

Microsoft Dynamics AX 2012 R3 Financial Management

By : Mohamed Aamer Ala El Din (USD)
Book Image

Microsoft Dynamics AX 2012 R3 Financial Management

By: Mohamed Aamer Ala El Din (USD)

Overview of this book

Table of Contents (18 chapters)
Microsoft Dynamics AX 2012 R3 Financial Management
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Exploring customer master data characteristics


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 | Common | Customers | All customers, as shown in this screenshot:

On the customer list page, press Ctrl + 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 directly to a Customer form or 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...