81205-00 Customers and Vendors

Customers

An organization or person from which revenue can be generated for service provided to then or goods sold and are part of Accounts Receivable in AX or any ERP.

Course Content 81205

Manage customer and vendor relationships (20 – 25%)

  • Manage customer relationships
    • This objective may include but is not limited to: create and maintain customer records in Microsoft Dynamics 365; configure and manage customer trade agreements including agreements with supplementary items; set up customer groups and posting profiles; configure credit limits; configure additional customer parameters including delivery and payment terms; create a customer using default data and financial dimensions
  • Manage vendor relationships
    • This objective may include but is not limited to: create and maintain vendor records; configure and manage vendor trade agreements; set up vendor groups and posting profiles; configure vendor collaboration workspaces

 


Customer Creations

In AX customer can be created via various options, they are:

  • Contact in global address book can be converted to customer
  • Prospects via sales and marketing process
  • Directly in customers table/masters/card
  • Via data import export framework in bulk

Customer known Transaction types

  • Sales Orders
  • Free text invoices
  • Payment Journal
  • Project billing rules based invoices
  • GL

Vendors

An Organization or person to which bills are paid for their provided service or goods and are part of Accounts Payable in AX or any ERP.

Vendor Creations

In AX vendors can be created via various options, they are:

  • Contact in global address book can be converted to vendor
  • Directly in vendor table/masters/card
  • Via data import export framework in bulk
  • released from different legal entity

Vendor known Transaction types

  • Purchase Orders
  • Invoice Journals
  • Payment Journals
  • Project Vendors billing rules
  • Production as sub contractor
  • GL
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