It’s time for a Party in the Global address book

Dynamics 365 Finance

The article discusses a method for creating a new supplier based on an existing customer record in Microsoft Dynamics 365.
The recommended approach is to use the Global address book, as it effectively links all common data.
To create a supplier from a customer, navigate to the Customer record and click on the Customer Name field to access the Party record in the Global address book.
On the Action pane, click Party > New > Supplier to generate a new supplier record.
Mandatory fields, such as Supplier group, need to be populated for the new supplier record.
Once the supplier record is created, return to the Customer record and open the Miscellaneous details FastTab.
Under Remittance > Supplier account, select the newly created supplier.
It is surprising that the Supplier account is not automatically populated with the Remittance account when creating a new customer-supplier netting agreement.I hope this helps at least one person out there who might currently be creating Customer-Suppliers using a more manual approach. Although this is technically five steps (give or take), I actually think it’s quite quick and efficient.As an aside, it does surprise me that when creating a new customer-supplier netting agreement, the Supplier account is not automatically populated with the Remittance account. Maybe that will come as this new feature settles in… or maybe there’s a good reason not to have the system do this, that someone can suggest?.

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