Vendor Master in D365 FO

2.1 How to Create Vendor Master

Step.1 Go to: Dynamics 365 Path: Accounts payable > Vendors > All vendors

Step.2 Click on respective Vendor account

Step.3 Scroll down the page expand Addresses tab and click on +Add button

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Step.4 New window will open update the following fields

a) Name or description

b) Country/region

c) Street, enter the details address in this field

d) City

e) Click on OK button

Step.5 Go to Contact information tab and click on +Add button

Step.6 Update the following fields

a) Description

b) Type, select from dop down

c) Contact number/address

d) Extension, if necessary

e) Mark the check box for Primary

Step.7 Drop down the page expand Invoice and delivery tab and update the following fields:

a) Invoice account, select the same vendor account from drop down

b) Sales tax group

c) Withholding tax group

d) Enable Yes to Calculate withholding tax

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Step.8 Scroll down the page expand Purchase order defaults tab and update Site and Warehouse from drop down

Step.9 Scroll down go to Payment tab and update the following

a) Terms of payment, select from drop down

b) Method of payment, select from drop down