Configure step with wizard - Customer

In D365 F&SCM, the customers setup has a complex data model and several related forms.

With the Configure data entry workflow template wizard, you can configure a data entry workflow template to set up customers. You can use the wizard to configure an existing step.

You can split the customer setup over several steps. For each step, you can use the wizard to configure the desired step field groups.

For example, split the customer setup over these steps:

• Create customer: Used to enter the main data of a customer.

• Enter addresses: Used to enter the address information of the customer.

• Enter contacts: Used to enter the contact information of the customer.

• Enter contact person: Used to enter the contact person information for the customer.

• Enter bank account: Used to enter the bank account information for the customer.

Result

When you finish the wizard, based on your selections:

• The workflow document is created or updated.

  Note

  The workflow is created only the first time you use the wizard for a data entry workflow template.

  In the workflow document:

  • For each applicable table, a record is added.

  • To each record, all fields of the related table are added.

  • All required table relations and field relations are set up.

• The selected field groups are added to the data entry workflow template. The field groups are added to the automatically created tab group of the configured step,

• To each added field group, the main fields are added.

Steps

1. Go to Data entry workflow > Design > Data entry workflow templates.

2. In the list, click the link of the desired data entry workflow template.

3. Click Edit.

4. In the Workflow diagram section, select the desired data entry step.

5. Click Configure step.

6. Sub-task: Select template type.

   1. In the Template accelerator type field, select Customer.

      Note

      If you already used the wizard for the data entry workflow template, the wizard step to select a template type is skipped. If this case, the wizard is started in 'customer' mode.

   2. Click Next.

7. Sub-task: Select the customer setup elements that you want to add to the data entry workflow step.

   1. The first time you use the wizard for a customer data entry workflow template, the Customer main data must be included.

      Also, if you did not select all customer main data elements earlier, and you want to add these now, include the Customer main data.

      Select Yes in the Customer main data field.

      Note

      If you click Next, the Customer main data page is added to the wizard.

   2. You can add the address information fields.

      Select Yes in the Customer address information field.

      Note

      If you click Next, the Customer address information page is added to the wizard.

   3. You can add the contact information fields.

      Select Yes in the Customer contact information field.

      Note

      If you click Next, the Customer contact information page is added to the wizard.

   4. You can add the contact person information fields.

      Select Yes in the Customer contact person field.

      Note
      If you click Next, the Customer contact person information page is added to the wizard.

   5. You can add the bank account information fields.

      Select Yes in the Customer bank accounts field.

      Note

      If you click Next, the Customer bank account information page is added to the wizard.

   6. Click Next.

8. Sub-task: Select the desired customer main data elements.

   1. Indicate if the data entry workflow is used to set up customers of type Organization or Person.

      In D365 F&SCM, these types use a different set of tables. Only the applicable tables are added as records to the workflow document.

      In the Customer template type field, select an option.

   2. Add the Details field group to the first step of the data entry workflow template with these fields:

      • Customer account

      • Name

      • Group

      • Currency

      • Terms of payment

      • Delivery terms

      • Mode of delivery

      Select Yes in the Identification field.

      Note

      On data entry, you can use the Name field to select a party that is already defined in D365 F&SCM. The party address details are automatically copied to the new customer record.

   3. You can add the Credit limit field group to the data entry workflow template step with these fields:

      • Mandatory credit limit

      • Credit rating

      • Credit limit

      Select Yes in the Credit information field.

   4. You can add the Tax information field group to the data entry workflow template step with these fields:

      • Sales tax group

      • Tax exempt number

      Select Yes in the Tax information field.

   5. Click Next.

9. Sub-task: Define the desired customer address setup.

   1. Define how the address information is shown on the workflow task dialog. You can show the address information as a:

      • Group: A field group is added which Display mode is Standard.
        As a result, on the workflow task dialog, only one address can be entered.

      • Grid: A field group is added which Display mode is Grid. These fields are automatically added to the field group: Description, Purpose, Primary.
        As a result, on the workflow task dialog, several addresses can be entered for different address purposes. And one address can be marked as the primary address.

      In the Address layout field, select an option.

   2. During data entry of address information, it can be needed to define the address purpose.

      If the Address layout is Group, you can add the Purpose field to the data entry workflow template step.

      Select Yes in the Purpose field field.

      Note

      This field is only available if the Address layout is Group. If the Address layout is Grid, the Purpose field is automatically added to the field group.

   3. In the Available list, select the desired address elements for the data entry workflow template step.

      Note

      Select at least one address element.

   4. Click Add (->).

   5. Click Next.

10. Sub-task: Define the customer contact information setup.

    1. Define how the contact information is shown on the data entry workflow task. You can show the contact information as a:

       • Group: A field group is added which Display mode is Standard. Set these fields as well: Individual fields (with related contact types as desired) and Purpose field.
         As a result, on the workflow task dialog, the contact information fields are shown in a field group.

       • Grid: A field group is added which Display mode is Grid. The contact information fields are automatically added to the field group.
         As a result, on the workflow task dialog, several contact information lines can be entered for different types and purposes. Several contact information lines can be marked as primary.

       In the Address layout field, select an option.

    2. If the Address layout is Group, by default, only one contact information line can be entered. You can choose to enable entering contact information lines for the different contact types. In this case, for each selected contact type, a separate field group is added to the data entry workflow template. On the data entry workflow task, for each contact type, you can enter only one contact information line.
       Select Yes in the Individual fields field.

       Note

       • If you choose to show individual fields, select the desired contact information fields.

       • This field is only available if the Address layout is Group.

    3. If you choose to show individual fields, you can add the phone contact information fields to the data entry workflow step.

       As a result, the 'Contact information - phone' field group is added to the data entry workflow template step.

       Select Yes in the Phone field.

    4. If you choose to show individual fields, you can add the Email contact information fields to the data entry workflow step.

       As a result, the 'Contact information - email' field group is added to the data entry workflow template step.

       Select Yes in the Email field.

    5. If you choose to show individual fields, you can add the Fax contact information fields to the data entry workflow step.

       As a result, the 'Contact information - fax' field group is added to the data entry workflow template step.

       Select Yes in the Fax field.

    6. During data entry of contact information, it can be needed to define the contact purpose.

       You can add the Purpose field to the data entry workflow template step.

       Select Yes in the Purpose field field.

       Note

       • If you selected Yes in the Individual fields field, a separate purpose field is shown in each contact type field group.

       • This field is only available if the Address layout is Group.

    7. Click Next.

11. Sub-task: Select the desired contact person information elements.

    1. If you add customer contact person information elements to the data entry workflow template step, these fields are always added:

       • Mandatory contact person fields.

       • Several contact person employment information fields.

       You can add the Phone field to the data entry workflow step.

       As a result, the 'Contact person contact information - Phone' field group, with the Phone field, is added to the data entry workflow template step.

       Select Yes in the Phone field.

    2. You can add the Email field to the data entry workflow step.

       As a result, the 'Contact person contact information - Email' field group, with the Email field, is added to the data entry workflow template step.

       Select Yes in the Email field.

    3. You can add the Fax field to the data entry workflow step.

       As a result, the 'Contact person contact information - Fax' field group, with the Fax field, is added to the data entry workflow template step.

       Select Yes in the Fax field.

    4. You can add the desired contact person address information fields to the data entry workflow step.

       As a result, the 'Contact person address' field group, with the selected fields, is added to the data entry workflow template step.

       Select Yes in the Address field.

       Note: If you select Yes, select the desired address fields in the next steps.

    5. In the Available list, select the desired contact person address elements for the data entry workflow template step.

    6. Click Add (->)

    7. Click Next.

12. Sub-task: Select the desired customer bank account information elements.

    1. If you add customer bank account information elements to the data entry workflow template step, the bank account grid is always added. The bank account grid has several general bank account fields to identify the bank account.

       You can add bank detail information to the data entry workflow step.

       Select Yes in the Bank details field.

    2. Click Next.

13. Click Finish.

Notes

Where desired, you can modify the generated data entry workflow template setup (see related articles). For example, you can:

• Select step fields from the desired pages.

  Note: If you do so, in this case, the workflow document is not updated.

• Add additional fields from the workflow document.

• Add tab pages.

• Move a field group to another tab page using the Cut and Paste options.

• Set up conditions.