In the Accounts Receivable role center for Microsoft Dynamics NAV 2016, you can easily manage your customers with the My Customers dashboard. This customer list allows you to click on any customer and be taken directly to their customer card.
This card has many sections and tabs that include general, communication, invoicing, payment, and shipping information.
The general section allows you to enter the customer’s name, address, phone number, balance, and the credit limit assigned to them.
The communications tab includes all of the information you need to get in contact with the customer, including phone, fax, email, and website.
In addition to these many sections, there are also fact boxes on the side that give you more customer information, information about the different documents processed for that customer, the customer statistics, and the balance. NAV 2016 allows you to dig deeper into all of these fact boxes to get a better understanding for where the data is derived from.
Another important feature is the dimensions that can be added to your customer card. You can decide which dimensions you would like to include for this customer and where it will be attributed to every time you make a sale for that customer. For example, when you process a sale for Customer A, you can have it posted into the sales department and in the California division. You also have the option to override these defaults or add additional dimensions whenever it is needed.