Sales and Receivables
Customer related setups and transactions are covered in the Sales and Receivables module.
Setup Sales and Receivables
Setup Sales and Receivables
The below list details the setups required for Sales and Receivables. Select the link for details.
| Setup.. | Learn More Here.. |
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Sales & Receivables Setup |
Sales Setup |
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Payment Terms |
Payment Terms |
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Payment Methods |
Payment Methods |
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Reminder Terms |
Reminder Terms |
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Finance Charge Terms |
Finance Charge Terms |
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Standard Sales Codes |
Standard Sales Codes |
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Invoice Layouts |
Document Layouts |
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Employee Levels |
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Brand Responsible People |
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Manual Billing Setup |
Manual Billing Setup |
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Vendor Group - Bill-to Customer Setup |
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Generic Taxonomy List |
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Generic Taxonomy Link Setup |
Document Layouts
Document Layouts are pre-determined layouts that can be applied to various document types at the time of printing.
The list of available Document Layouts forms part of the general setups that are typically performed once during the initial implementation.
Manual Billing Setup
Manual Billing Codes are setup to default G/L accounts on the financial sales document lines. If G/L accounts are left unspecified (blank) on the Manual Billing Setup, then the G/L accounts can be selected when creating the sales document. Financial or sundry sales documents require a Manual Billing Code to be selected when creating the invoice or credit memo.
The Manual Billing Setup also controls which financial sales documents appear on the Billing and Income Report, for example it may be necessary to exclude intercompany recoveries from the report, or populate only the sales value, or only the income value.
Customer Cards
Sales transactions are recorded against the Customer card in Business Central, creating accurate accounting for statements, reports and analysis.
See overview of standard Business Central Customers: Overview
Create Customer Cards
Customer cards can be created from the Customer List, either by manually entering data in all required fields, or by applying a template.
Learn more here To Create a New Customer
Create Customer Brand Cards
Brands are linked to customers for an added level of transacting. Customer brands could have a different address, currency code or agency commission structure applied as required.