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...