Customers & Receivables in D365 Business Central
When searching contacts/customers, you can easily see the balance or balance due in the list view. If you drill into the customer card, you’re also able to see tax info, price groups, payments – How are they paying? You can enter terms, add notes, and see all the history of that customer. If there are several contacts, you can add them all within one customer card to get a wholistic picture and ensure all the contacts are associated to that one customer company.
Do you have duplicate customer cards? Merge them! This ability is a huge time-saver.
You can view ongoing sales orders and with a few clicks, turn into them into new purchase order for the vendors if needed. Once ready to send the order to the customer, you can ship and invoice super easily, and you’re done!
In the receive payments screen, you can see outstanding payments in an entire list, receive payments, and choose which account needs attention. You can also drill into the invoice to be able to email another copy to the customer or view more details.
Vendors & Payables in D365 Business Central
Vendor records are very similar to customer records in D365 Business Central. This helps with user adoption and ease of use. There is no need to learn multiple screens and terminologies. Business Central is a complete comprehensive solution that is consistent throughout the product.
Paying vendors is extremely easy with Business Central. You select “Create Vendor Payments” from the Actions menu, pick the open payables you want to pay, and BOOM! A small pop-up box will appear to take you to the payment journal with your lines populated. Verify the vendor account, bank account, and print the check right then and there, or generate your EFT file! Post and done.
I am coming from a background in Dynamics SL and voiding checks, was quite literally the bane of my existence! Not anymore with Business Central. If a check needs to be voided, simply click the bank account, check ledger entry, and choose the void action. You can void and reopen the invoice document for payment again, or just void the check and leave the invoice closed. You can also select the date to void from. Using the original posting date is not always an option, so you can enter the date you need to be compliant with your company policies.
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