Microsoft Dynamics 365 Business Central: Vendors and customers
To help best manage your accounts payable and receivable, here are some things to know about the customer and vendor sync between Cashflow360 and Microsoft Dynamics 365 Business Central (MSDBC).
Vendors
- Vendor No. is a required field in MSDBC. Set accounting preferences to auto-numbering if you have vendor sequencing on in MSDBC.
- If a vendor is set to Block: All in MSDBC, the vendor in Cashflow360 will be set to inactive. Unblock the vendor or block only payment in MSDBC to reactivate in Cashflow360.
- If you delete/inactivate a vendor in Cashflow360, the vendor will be updated to Block: All in MSDBC.
- If you use dimensions on a purchase invoice in MSDBC or a bill in Cashflow360, you also need to add those dimensions to the vendor in MSDBC.
Customers
- Customer No. is a required field in MSDBC. Set accounting preferences to auto-numbering if you have customer sequencing on in MSDBC.
- If a customer in MSDBC is set to Tax Liable, transactions won't sync to Cashflow360.
- If a customer is set to Block: All in MSDBC, the customer in Cashflow360 will be set to inactive. Unblock the customer or block only payment in MSDBC to reactivate in Cashflow360.
- If you delete/inactivate a customer in Cashflow360, the customer will be updated to Block: All in MSDBC.
- If you use dimensions on a sales invoice in MSDBC or an invoice in Cashflow360, you also need to add those dimensions to the customer in MSDBC.
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