1. On the Role Center, choose Customers to open the list of existing customer cards.

2. On the Home tab, in the New group, choose New.

   If only one customer template exists, then a new customer card opens with fields filled with information from the template. In that case, follow the next step.

3. Follow steps 8 through 10 to fill in customer-specific fields. You can also edit all other fields.

   If more than one customer template exists, then a window with available customer templates automatically opens. In that case, follow the next two steps.

4. Select a template, and then choose the OK button. A new customer card opens with fields filled with information from the template.

5. Follow steps 8 through 10 to fill in customer-specific fields. You can also edit all other fields.

   If you want to create a new customer card, without using a template, follow the next two steps.

6. In the list of customer templates, choose the Blank Customer Card template, and then choose the OK button. An empty customer card opens.

7. Follow steps 8 through 13 to fill all fields on the customer card manually.

8. On the Customer FastTab, in the Name field, enter the name of the customer.

9. In the Blocked field, specify if transactions with the customer should be blocked, for example, because the customer is declared insolvent.

10. On the Address & Contact FastTab, fill the fields by using the customer’s information.

11. Fill in the fields on the Invoicing FastTab as described in the following table. If the FastTab is not visible, on the Home tab, in the View group, choose Financial Details.

    Field	Description
    Credit Limit (LCY)	Specify the maximum amount by which you allow the customer to exceed the payment balance before warnings are issued.
    Bill-to Customer No.	Specify the number of a different customer who should be invoiced for products that you deliver to the customer on the customer card. The bill-to customer will be inserted on all sales invoices and credit memos for the customer on the customer card, but you can change the customer on individual documents before posting.
    Gen. Bus. Posting Group	Specify the customer’s trade type to link transactions made for this customer with the appropriate general ledger account according to the general posting setup. The combination of the general business posting group assigned to your customers and the general product posting group assigned to your inventory items determines which general ledger accounts the sales invoice entries are posted to. This field is required.
    VAT Bus. Posting Group	Specify the customer’s VAT specification to link transactions made for this customer with the appropriate general ledger account according to the VAT posting setup. This field is required.
    Customer Posting Group	Specify the customer’s market type to link business transactions made for the customer with the appropriate account in the general ledger. This field is required.
    Invoice Copies	Specify how many copies of a sales invoice for the customer will be printed at a time. For example, enter 2 if you always keep a copy in your files in addition to the one that you send to the customer.
    Customer Price Group	Specify a customer price group that can be used as a criterion on the Sales Prices and Sales Line Discounts FastTab to grant a special price. For more information, see step 13.
    Customer Disc. Group	Specify a customer discount group that can be used as a criterion on the Sales Prices and Sales Line Discounts FastTab to grant a special price. For more information, see step 13.
    Allow Line Disc.	Specify if a sales line discount should be calculated and granted when a special sales price is offered. For more information, see step 13.
    Prices Including VAT	Specify if the Unit Price and Line Amount fields on sales invoice lines for this customer should be shown with or without VAT. For more information, see How to: Invoice Sales.
    Currency Code	Specify which currency is used on sales documents for the customer. You can change the currency code on individual sales documents.
    Language Code	Specify which language is used on sales documents for the customer. You can change the language code on individual sales documents.
    VAT Registration No.	Specify the registration number that is used to register your VAT obligations if the customer is located in EU countries/regions. The number will appear on invoices and will also be used by your auditor to create the VAT - VIES Declaration Tax Authentication report.

12. Fill in the fields on the Payments FastTab as described in the following table. If the FastTab is not visible, on the Home tab, in the View group, choose Financial Details.

    Field	Description
    Application Method	Specify how to apply payments for this customer. The following options exist: Manual: Payments are only applied if you specify a document. Apply to Oldest: If you do not specify a document for the payment to be applied to, then payments are applied to the oldest of the customer’s open entries.
    Payment Terms Code	Specify a predefined code for the formula that calculates the payment due date, payment discount date, and payment discount amount on sales invoices for the customer.
    Payment Method Code	Specify a predefined code for the method that the customer usually uses to submit payment, such as bank transfer or check.
    Reminder Terms Code	Specify a predefined code that specifies what information should be included on payment reminders and when the reminders should be created.
    Fin. Charge Terms Code	Specify a predefined code that specifies the interest rate and how the interest rate is calculated on finance charge memos that you issue for late payments.
    Last Statement No.	Specify the number of the last statement that was printed for the customer. Note You can change the number, but be aware that this will interrupt the numeric sequence of the customer's statements.
    Print Statements	Specify if the customer should always be included in the Statement report.
    Block Payment Tolerance	Specify if the customer is allowed a payment tolerance. A payment tolerance is the percentage that a payment or refund is allowed to be less than the amount on the invoice or credit memo. Your company’s payment tolerance percentage is set up in the General Ledger Setup window.

13. On the Sales Prices and Sales Line Discounts FastTab, define special prices or discounts that you grant for the customer if certain criteria are met, such as item, minimum order quantity, or ending date. Each row represents a special price or line discount. Each column represents a criterion that must apply to warrant the special price that you enter in the Unit Price field, or the line discount that you enter in the Line Discount % field. For more information, see the tooltip for each column, which represents a price or discount criterion.

    If you want to use this customer card as a template when you create new customer cards, then proceed to save it as a customer template.

14. On the Home tab, in the Manage group, choose Save as Template. The Customer Template window opens showing the customer card as a template.

15. In the Template Name field, enter a descriptive name for the type of customers that can be created by using this template.

16. To reuse dimensions in templates, on the Home tab, in the Master Data group, choose Dimensions. The Dimensions Template List window opens showing any dimension codes that are set up for the customer.

17. Edit or enter dimension codes that will apply to new customer cards created by using the template.

18. When you have completed the new customer template, choose the Close button.

    The customer template is added to the list of customer templates, so that you can use it to create new customer cards as described in steps 2 through 6.

The customer is now registered, and the customer card is ready to be used on business documents where you trade with the customer. For more information, see How to: Invoice Sales.

Tasks