Learn how to set up a customer in cash management in Microsoft Dynamics 365 Business Central. This step-by-step guide helps you manage customer and vendor data effectively, ensuring you make the right choices in setting up your customer card and Payments FastTab.
Table of Contents
Question
Your company uses Microsoft Dynamics 365 Business Central and wants to manage customer and vendor data more effectively.
You need to set up a customer in cash management to better manage your data.
What should you do? Each correct answer presents part of the solution. Choose 3.
A. Disable the Payments FastTab.
B. Ignore the fields in the Payments FastTab.
C. Open the customer card of one of the customers.
D. Expand the Payments FastTab and select Show more to display all fields.
E. Fill in the fields as necessary.
F. Close the customer card without making any changes.
Answer
C. Open the customer card of one of the customers.
D. Expand the Payments FastTab and select Show more to display all fields.
E. Fill in the fields as necessary.
Explanation
To set up a customer in cash management, you need to open the customer card of one of the customers, expand the Payments FastTab and select Show more to display all fields, and fill in the fields as necessary. Disabling the Payments FastTab or ignoring the fields in the Payments FastTab would not help in setting up a customer in cash management. Closing the customer card without making any changes would not achieve the goal of setting up a customer in cash management.
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