Navision customer creation

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Posted on by Community Member

Howdy,

I need help with creating a customer, i wonder how i would go about creating a customer as a person and as a company. I have already created a customer as a company since it is default. But how do i create a customer as a private person?

Thanks in advance

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Alexander Ermakov 28,094 on at

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RE: Navision customer creation

You might have a need to divide them either by legislation requirements or by your own internal business requirements.

E.g., you would perhaps need to define different posting groups, as according to your local legislation there might be differences in treating customers as companies and physical persons.

For internal business requirements, you can divide them by e.g. different series numbers as offered by Amol, or use some standard fields to make this distinction. Also, for many cases you might not need to create a new customer card for each particular physical person. As they do e.g. in retail, you can create one unified card for physical person and book all transactions with all physical persons to that unifying card.

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RE: Navision customer creation

Howdy sir!

Thankya for replyin appreciate that!

So if i only define a different no series it would be enough to distinguish private customer from company customer?

Best Regards comrade

Cleetus

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Amol Salvi 18,698 on at

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RE: Navision customer creation

You can create person also as a customer and for identification you can

1) Define different no series

2) Define different posting group

3) Add one field in customer master like Person as boolean datatype and tick it whenever you are creating a person as customer.

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