Step 1 - Search "Customers" in navigation bar.

Note: if the link not included in navigation bar, click Search button then enter customer into search box then select the link

Step 2 - Click "New" to create new customer

Step 3 – Enter Customer information.

General tab, the information about the customer number and name and balance and total sales.

Fields

Details

No.

Customer No

Name

Customer Name

Credit LimitEnter Credit Limit  (if any)
RegionChoose the Region code from dimension value
IndustryChoose the Industry code from dimension value
ScopeChoose the Scope code from dimension value


Address & Contact hold the information about the address and contact of the customer.

Fields

Details

Address

Enter Customer Address

Address 2

2nd line of address

Contact

Enter Contact name and contact details


Invoicing holds the posting details and currency code.

Fields

Details

Bill to Customer

Select from customer if Bill to Customer is different

Currency Code

Enter the currency code. Blank if for Local Currency.

Gen. Bus Posting GroupSelect posting group according to posting setup
Customer Posting GroupSelect posting group according to posting setup

Payments 

Fields

Details

Payment Terms CodeSelect the default payment terms code for the customer
Payment Method CodeSelect the default payment method code for the customer

Shipping

FieldDetails
Ship To CodeEnter the ship to code.  if no ship to code in exist, click New to Create Ship-To Address for the customer
Location

Default location used in Sales Documents