Creating a Vendor in Dynamics 365 for Financials - Project Madeira
- Michael Intravartolo
- Sep 14, 2016
- 1 min read
Transcript
0:02 in this session we're going to walk through the process of creating a new
0:17 vendor from the home page click on vendors
0:23 this will take you to a list of the existing vendors in the system
0:29 from here you can find exists an existing vendor in this case we want to
0:35 create a new vendor so i'm going to click on the new button on the top of
0:40 the list
0:40 the system automatically assigns 000 30 in this case as my defense my vendor
0:48 number for this new vendor for additional information on how the system
0:53 assigns numbers to new records please watch our video on utilizing or updating
1:00 number series
1:01 in this case I'm just going to begin adding the information for our new
1:05 vendor here including their name address
1:20 so in this case because i do have a zip code table populated with zip code
1:27 city-states and Country region codes as soon as i typed in New York it
1:33 automatically found populated the rest of the fields for me after I found that
1:38 record in this case if I need to update any of these fields i can do so manually
1:43 up to assign a primary contact this new vendor
1:48 I'm just going to type in the contacts name
1:51 what will happen is behind the scenes
1:57 the system will automatically create a new contact record and associate this
2:02 new contact rich Richards with my new vendor third company inc
2:07 I'll complete the customer by typing in the rest of their contact information