Learn how to set up, import and manage Customers in Business Central.
Details
This package describes both detailed customer master data and the associated satellite tables. In addition, the user receives information on migration and evaluations in this subject area. This information is fundamental for both accounts receivable and sales and helps new users get started easily. Experienced users can benefit from the linked detailed information.
| Workpackage | Description |
|---|---|
| Preparation | - Basic considerations - Coordinate numbering for master data - Coordinate posting groups and dimensions with financial accounting - Make decisions on price/discount policy |
| Setup | - Setting up No. Series - Setting up customer price & discountgroups - Setting up Posting Groups - Setting up Dimensions - Setting up Salesperson codes - General setup |
| Masterdata | - General information - Address and contact information - Billing and payment information - Delivery information - Price and discount information - Dimension information |
| Data transfer / migration | If you plan to transfer data from another system, you will receive information on how to prepare the necessary configuration packages in order to then import the master data such as .B customer data with the secondary tables. |
| Reporting / Analysis | Here you will find content for evaluating your data and links to various statistics / analysis. |
| Training | Watch various training/learning videos to deepen topics such as: - Managing Customer Data - No. Series Management - Working with Dimensions - Setup Posting Groups - Managing Customer related Prices - Managing Customer related Discounts - Setup Salesperson Codes - Migrating Data |
After completing this project, you will be able to:
| Create a Customer | Change Customer data | Import/migrate Customer |
| Create and Manage Posting groups | Create and Manage Numberseries | Create and Manage Dimensions |
| Use Customer Analysis and Statistics | Create and Manage Customerprices and discounts | Import Customerpictures |
Duration
11.0 hours
Requirements
This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.
Recommended training:
- BC2GO – Business Central Basics
- BC2GO – Digital Consultant
Supported Countries
Business Central Localization: Germany, W1
Languages: English, German
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