Customer Template

Excel template for importing customers into Bevica Select. Use it with RapidStart/Configuration Packages during Business Central data migration.

Use this template to create or update Customers in Bevica.

Before you start

You need:

• ​Excel Template Data Migration
• ​​Configuration Worksheet

When to use this template

Export it from Configuration Worksheet on the Customer line.

Use it for initial loads and bulk updates.

Dependencies (what must exist first)

• Customer Posting Group
• Gen. Bus. Posting Group
• VAT Bus. Posting Group

Optional codes must also exist if you populate them. Examples: Payment Terms Code, Location Code, Shipping Agent Code.

Step-by-step

1

Export the template

1. Open Configuration Worksheet.
2. Select the Customer line.
3. Select Excel → Export to Template.

2

Populate rows

1. Create one row per customer.
2. Format No. as Text in Excel.
3. Use plain values. Avoid formulas.

Minimum viable fields:

No. , Name , Customer Posting Group , Gen. Bus. Posting Groups , VAT Bus. Posting Groups

3

Import and apply

1. Back on the Customer line, select Excel → Import from Template.
2. Fix any errors in the preview.
3. Select Apply Data.

4

Verify

1. Open Customers.
2. Filter on imported No. values.
3. Check posting groups and defaults on the customer card.

To populate Credit Limit (LCY) and TVT Credit Status via template, you need the relevant permission.

If imports fail on these fields, verify your User Setup settings.

Field reference (template columns)

Field list

The template has the following fields:

Field ID / Name	Related Table / Name	Mandatory FieldType	Note
1 No.		Code 20 (Mandatory)	Unique customer reference. If customers are being imported from another system keep the same customer reference.
2 Name		Text 100
5 Address		Text 100
6 Address 2		Text 50
7 City		Text 30
92 County		Text 30
91 Post Code		Code 20
35 Country/Region Code	(9) Country/Region	Code 10	Any value entered here must already exist in its related table.
9 Phone No.		Text 30
102 E-Mail		Text 80
29 Salesperson Code	(13) Salesperson/Purchaser	Code 20	Any value entered here must already exist in its related table. Note: if you are populating this field, do not populate the Salesperson dimension column. See Dimensions below.
22 Currency Code	(4) Currency	Code 10	If the customer is invoiced in local currency leave this field blank. Any value entered here must already exist in its related table.
20 Credit Limit (LCY)		Number	Set the customer's credit limit. This is used to set sales orders to 'Credit Held' if necessary. Zero is unlimited credit, if in doubt set the value to 1. You must have 'Allow Release Credit Held Orders' in User Setup to populate this field.
70505 TVT Credit Status		Option	Allowed options are: Open, Credit Held. You must have 'Allow Release Credit Held Orders' in User Setup to populate this field.
23 Customer Price Group	(6) Customer Price Group	Code 10	Any value entered here must already exist in its related table.
34 Customer Disc. Group	(340) Customer Discount Group	Code 20	Any value entered here must already exist in its related table.
7001 Allow Line Disc.		Yes/No	Set this to Yes if you want Bevica to find sales line discounts for this customer.
82 Prices Including VAT		Yes/No	Set this if you want prices to be displayed inclusive of VAT, i.e. retail customers.
21 Customer Posting Group	(92) Customer Posting Group	Code 20 (Mandatory)	Any value entered here must already exist in its related table.
88 Gen. Bus. Posting Group	(250) Gen. Business Posting Group	Code 20 (Mandatory)	Any value entered here must already exist in its related table.
110 VAT Bus. Posting Group	(323) VAT Business Posting Group	Code 20 (Mandatory)	Any value entered here must already exist in its related table.
27 Payment Terms Code	(3) Payment Terms	Code 10	Any value entered here must already exist in its related table.
83 Location Code	(14) Location	Code 10	Set the default warehouse that this customer is supplied from. Any value entered here must already exist in its related table.
31 Shipping Agent Code	(291) Shipping Agent	Code 10	Any value entered here must already exist in its related table.
5792 Shipping Agent Service Code	(5790) Shipping Agent Services	Code 10	Any value entered here must already exist in its related table.
39 Blocked		Option	Allowed options are: blank, Ship, Invoice, All. Typically, only blank (no restrictions) or All (complete restrictions) are used.
42 Print Statements		Yes/No	Set this to Yes if you want the customer to receive monthly account statements.
93 EORI Number		Code 40
70503 TVT AWRS URN		Code 20
999999901..999999912 Dimension Code	(349) Dimension Value	Code 20	The Excel template will specify the specific dimension code to use here. Only use this field if the dimension code relates to your customer. Any value entered here must already exist in its related dimension code table. Note: Do not populate the Duty dimension column, or the Salesperson dimension column. The Duty dimension is used internally by the system. The Salesperson dimension will flow through to the transactions from the Salesperson Code field.