Mapping Customers (Dynamics SL)

Companies in Manage are mapped to Customers in Dynamics SL. The “Account” field on the Manage Finance > Company Finance screen needs to match the “Customer ID” field on the Financial > Accounts Receivable > Maintenance > Customer Maintenance screen in Dynamics SL. Note: If a Customer in Manage has an invoice to be imported into Dynamics SL and the customer does not exist in Dynamics SL, a new Customer will be created in Dynamics SL automatically. The integration will assume the default Class ID value established in Dynamics SL.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.