Setting Up Customers

When you set up a new customer on a customer card, there are fields that must always be filled in, fields that can be filled in as needed, and fields in which you cannot enter anything.

To Set Up Customers:

  1. Open the Customer Card window.

  2. Fill in the fields on the card. The following fields are mandatory:


    Gen. Bus. Posting Group

    VAT Bus. Posting Group

    Customer Posting Group

    Application Method

    For Help about any other field, click the field and press F1.

When you set up a new customer, if you have integrated the Customer table with the Contact table, the program automatically creates a new contact in the Relationship Management application area.

Related Topics

Setting Up Cash Customers

Customer Addresses