The following diagram is an Entity Relationship Diagram (ERD) that illustrates the relationships between tables and logical structures of related tables. Entity Relationship Diagram: D365 Customer Creation In this part, let’s learn the technical part involved behind customer creation process in Dynamics 365 F&S. The Data Model Behind the Customer Creation: Dynamics 365 F&S Technical Walkthrough Now, we will move on to the technical part of creating a customer. And in this fast tab, you can also set preferred shipment from warehouse and site to customer.įollowing are the options we have in ‘Warehouse’ fast tab:įulfillment policy: Threshold before releasing to Warehouseĭefault inventory status ID: Status for inventory transaction It contains the price group and the discount groups (line discount, multiline discount). To group customers for pricing purposes, go to ‘Sales order defaults’ tab in the customer form. Once we set them to the customer account level, sales order will automatically get copies of financial dimensions. We can set financial dimensions in the ‘Financial dimensions’ fast tab. In such a case, go to ‘Invoice and delivery’ fast tab and select customer account for invoicing in ‘Invoice account’ field. Sometimes it is necessary to send an invoice to a customer who is not the order customer. Follow are the fields you have to enter in this step.
‘Payment defaults’ fast tab contains the payment options for customer. And in the Contact fast tab, you can add Contact information. In the Address fast tab, you can add Customer address. In the image below, you can see the tabs for these details: Sales Order: You can create Sales Order here against newly created customer.Īfter clicking ‘Save’ button, you will see a customer detail form where you can add further details to the customer. Project Order: It will open the Project Quotation form once the customer is saved. Sales Quotations: Here you can create Sales Quotations and enter its details to send it to the customer. The other button ‘Save and open’ will give the following multiple options along with customer creation. Customer Name, address and even contacts are global across the application.Ĭlicking ‘Save’ button will create customer and will open customer form. Customer type can be an Organization or Person. This will direct you to ‘Create Customer.’Ī dialog opens on a list page where we can enter basic information. Navigate to ‘All Customers’ by clicking on ‘Modules’ > ‘Accounts receivable’ > ‘Customers > ‘All Customers.’Īfter that, click on the ‘+New’ tab at the top left corner. Customer Creation: Dynamics 365 F&S Functional Walkthrough
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