O'Reilly logo

Microsoft Dynamics GP 2010 Implementation by Victoria Yudin

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Customers

Similar to vendors, when importing customers into Dynamics GP you can decide to bring in just the minimal information or a lot of details for each customer. This is another example where classes can be used to default most of the details about a customer to save a lot of work during the import. The following example shows a customer import with just a few basic fields of data and one address.

Columns used for import:

Field

Max. Length

Notes

Customer ID

15

This is required and must be unique. It is recommended not to use special characters in IDs. Customer IDs should be all in caps.

Customer Name

65

Required field—this will automatically copy to the Statement Name and the first 15 characters will copy to the Short Name.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required