Using the company form, you can create a debit data record with a single click, which is directly assigned to the company. This makes it easier for you to set up your data.
Prerequisite
The company record already exists
Procedure in the FM Portal
Path to the starting point: Basic Data - Companies & Addresses
Open the company record for which you want to create a customer record.
In the toolbar, click Create Customer under Extras. The record will reload, and you will see a message indicating the customer number under which the company was created as a customer.
In the toolbar, under Additional Data, click on Details for the Customer. The customer record opens.
Edit the customer data and then click Save in the toolbar.
The company has been created as a new customer.
Guck auch mal hier rein:
📄 Elektronischen Rechnungsversand für den Debitor aktivieren IC2275