A company uses Dynamics 365 Business Central. The company has a customer that will also be a vendor for the company in the next financial year.
The company plans to consolidate the customer and vendor balances to reduce unnecessary payments on receipts and reduce the amount of transaction fees.
You need to configure the contact card.
Which option should you configure first?
In Dynamics 365 Business Central, you need to configure the contact card by creating a record first. Since the company has a customer that will also become a vendor, the logical starting point is to create the contact as a Customer. This allows you to establish the initial relationship and later consolidate customer and vendor balances as needed. Starting with a customer configuration aligns with the initial role of the entity before it transitions to also being a vendor.
I have tested this and it's possible to start both with a customer or with a vendor. As long as their contact card is type Company. Reference: https://learn.microsoft.com/en-nz/dynamics365/business-central/finance-consolidate-customer-vendor-balances
D is correct
I have many doubts on this question. 1. The client is created. 2. We need to configure the contact file with and from the client file. 3. After that, you configure yourself as a provider. If we need to configure a contact card, what should we configure first?
correct