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 is considered the integration point between accounts receivable and the general ledger, through the posting profile. However, the posting profile could be on the level of the customer code.
- Address represents the country and address information that this customer belongs to.
- The Currency field is mandatory, and it represents the default currency for the particular customer transaction. However, it can be changed on the transaction level, as per the business case.
Click on Save and open, and then select Customer. This will open the customer master data form.