Preparation

- Basic considerations
- Coordinate numbering for master data
- Coordinate posting groups and dimensions with financial accounting
- Make decisions on price/discount policy

Setup

- Setting up No. Series
- Setting up customer price & discountgroups
- Setting up Posting Groups
- Setting up Dimensions
- Setting up Salesperson codes
- General setup

Masterdata

- General information
- Address and contact information
- Billing and payment information
- Delivery information
- Price and discount information
- Dimension information

Data transfer / migration

If you plan to transfer data from another system, you will receive information on how to prepare the necessary configuration packages in order to then import the master data such as .B customer data with the secondary tables.

Reporting / Analysis

Here you will find content for evaluating your data and links to various statistics / analysis.

Training

Watch various training/learning videos to deepen topics such as:
- Managing Customer Data
- No. Series Management
- Working with Dimensions
- Setup Posting Groups
- Managing Customer related Prices
- Managing Customer related Discounts
- Setup Salesperson Codes
- Migrating Data

• Create a Customer

• Change Customer data

• Import/migrate Customer

• Create and Manage Posting groups

• Create and Manage Numberseries

• Create and Manage Dimensions

• Use Customer Analysis and Statistics

• Create and Manage Customer prices and discounts

• Import Customer pictures