Plan Customer and Supplier Setup

Plan Customer and Supplier Setup
Overview
This guide will help you prepare the groups, contacts, addresses, credit, accounts, taxes, and opening balances needed to create customers and suppliers correctly.
Correct master setup supports selection, ageing, payments, ledgers, tax reporting, messaging, and history.
Who can do this
You need access to No write permission for planning; respective master/add rights are required for creation.
Before you start
Confirm party identity, customer/supplier/dual role, contact types, customer group, addresses, registration/tax identifiers, payment terms, credit policy, opening balance date/source, and GL mappings.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers or Purchases & Suppliers → Setup & Maintenance.
Plan Customer and Supplier Setup
Step 1: Configure contact types and customer groups
Step 2: Configure payment terms, payment account heads/accounts/types, taxes, fiscal year, and
Configure payment terms, payment account heads/accounts/types, taxes, fiscal year, and accounting defaults.
Step 3: Decide whether dual customer/supplier role and unique contacts are allowed
Step 4: Prepare one primary and any secondary contacts/addresses
Step 5: Define customer credit/loyalty or supplier terms
Step 6: Reconcile approved opening receivable/payable balances
Step 7: Create the party before entering live transactions
Check your work
Complete a party setup worksheet with all prerequisite IDs and source documents.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Do not create duplicate parties to bypass a contact or access error.
Do not enter an opening balance as an ordinary payment.
Related guides
Create a Customer
Create a Supplier
Create Payment Terms
Create a Payment Account
What to do next
Create a Customer.