Dynamics NAV - Create Customer

This document describes the process of creating a new customer in Microsoft Dynamics NAV from App4Sales. The process is initiated when a user creates a new customer in the App4Sales application and the data is sent to the Dynamics NAV ERP system.

Trigger & Permissions

The customer creation process is triggered when a request is sent to the `OptA4SNewCustomers` endpoint. The connector info flags CreateCustomer and EditCustomer must be enabled for this functionality to work.

Payload Mapping

The incoming data is an XML payload that is mapped to a Dynamics NAV customer object. The following tables describe the field mappings.

Customer

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
CustomerNo	CustomerCode	The customer code from App4Sales.
CustomerName	CustomerName	The name of the customer.
CustomerAddress	VisitAddress1	The first line of the visiting address.
CustomerAddress2	VisitAddress2	The second line of the visiting address.
CustomerPostCode	VisitPostCode	The postal code of the visiting address.
CustomerCity	VisitCity	The city of the visiting address.
CustomerCountryRegionCode	CountryCode	The country code.
CustomerSalesPersonCode	-	The salesperson code. It is determined by the following logic: 1. From the `UnknownElements` collection with the key `CustomerSalesPersonCode`. 2. From the `ResIdString` of the current sales representative. 3. From the `CustomerDefaultSalesPersonCode` connector setting.
CustomerGenBusPostingGroup	-	The general business posting group. It is determined by the following logic: 1. From the `UnknownElements` collection with the key `CustomerGenBusPostingGroup`. 2. From the `CustomerDefaultGenBusPostingGroup` connector setting.
CustomerVatBusPostingGroup	IsVatLiable, CountryCode	The VAT business posting group. The value is determined based on the VAT liability and country code. See the "Validation & Defaults" section for more details.
CustomerPostingGroup	-	The customer posting group. It is determined by the following logic: 1. From the `UnknownElements` collection with the key `CustomerPostingGroup`. 2. From the `CustomerDefaultPostingGroup` connector setting.
CustomerPhoneNo	Phone	The customer's phone number.
CustomerEMail	Email	The customer's email address.
CustomerInvoiceDiscCode	-	The customer invoice discount code. The value is taken from the `CustomerInvoiceDiscountCode` connector setting.
CustomerPriceGroup	UsesPrice	The customer price group. The code is retrieved from the `PriceLists` context based on the `UsesPrice` field.
CustomerPaymentTermsCode	PaymentCondition	The customer's payment terms code.
CustomerShipmentMethodCode	-	The shipment method code. It is determined by the following logic: 1. From the `UnknownElements` collection with the key `CustomerShipmentMethodCode`. 2. From the `CustomerShippingCodeMethod` connector setting.
CustomerShippingAgentCode	-	The shipping agent code. It is determined by the following logic: 1. From the `UnknownElements` collection with the key `CustomerShippingAgentCode`. 2. From the `CustomerShippingAgentCodeMethod` connector setting.
CustomerBaseCalenderCode	-	The base calendar code. The value is taken from the `CustomerBaseCalendarCode` connector setting.
CustomerLocationCode	-	The location code. The value is taken from the `CustomerLocationCode` connector setting.
CustomerCurrencyCode	UsesPrice	The currency code. It is retrieved from the price list and will be an empty string if it is the same as the `DefaultCustomerCurrencyCode` connector setting.
CustomerLanguageCode	LanguageCode	The language code. If not provided, the `CustomerDefaultLanguageCode` connector setting is used.
CustomerVatRegistrationNo	VatCode	The VAT registration number.
CustomerCreditLimitLCY	-	The customer's credit limit in local currency. The value is taken from the `UnknownElements` collection with the key `CustomerCreditLimitLCY`.
CustomerReminderTermsCode	-	The customer's reminder terms code. The value is taken from the `UnknownElements` collection with the key `CustomerReminderTermsCode`.
CustomerCustomerDiscGroup	-	The customer's discount group. The value is taken from the `UnknownElements` collection with the key `CustomerCustomerDiscGroup`.

Contact Person

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
ContactName	ContactFullName	The full name of the contact person.
ContactAddress	VisitAddress1	The first line of the visiting address.
ContactAddress2	VisitAddress2	The second line of the visiting address.
ContactPostCode	VisitPostCode	The postal code of the visiting address.
ContactCity	VisitCity	The city of the visiting address.
ContactCountryRegionCode	CountryCode	The country code.
ContactPhoneNo	Phone	The contact person's phone number.
ContactMobilePhoneNo	Mobile	The contact person's mobile number.
ContactLanguageCode	LanguageCode	The language code. If not provided, the `CustomerDefaultLanguageCode` connector setting is used.
ContactEmail	Email	The contact person's email address.
ContactType	-	Hardcoded to "Person".
ContactSalutationCode	-	The salutation code. It is determined by the following logic: 1. From the `UnknownElements` collection with the key `ContactSalutationCode`. 2. From the `CustomerDefaultSalutationCode` connector setting.

Delivery Address

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
CustomerShipToAddressCode	-	The ship-to address code. The value is taken from the `CustomerShipToAddressCode` connector setting, or "A4S" if the setting is not specified.
CustomerShipToAddressName	CustomerName	The name of the customer.
CustomerShipToAddressAddress	DeliveryAddress1	The first line of the delivery address.
CustomerShipToAddressAddress2	DeliveryAddress2	The second line of the delivery address.
CustomerShipToAddressPostCode	DeliveryPostCode	The postal code of the delivery address.
CustomerShipToAddressCity	DeliveryCity	The city of the delivery address.
CustomerShipToAddressPhoneNo	Phone	The customer's phone number.
CustomerShipToAddressContact	ContactFullName	The full name of the contact person.
CustomerShipToAddressLocationCode	-	The location code. The value is taken from the `CustomerLocationCode` connector setting.
CustomerShipToAddressShipmentMethodCode	-	The shipment method code. The value is taken from the `CustomerShippingCodeMethod` connector setting.
CustomerShipToAddressShippingCode	-	The shipping agent code. The value is taken from the `CustomerShippingAgentCodeMethod` connector setting.
CustomerShipToAddressServicecodeCode	-	The service code. The value is taken from the `CustomerShippingAgentServiceCodeMethod` connector setting.
CustomerShipToAddressEmail	Email	The customer's email address.

Validation & Defaults

If the incoming customer information cannot be read, the process is aborted.
All null string values in the customer, contact, and address objects are converted to empty strings before sending them to NAV.
The VAT business posting group (`CustomerVatBusPostingGroup`) is determined by the following logic:
- If the customer's country is the domestic country (defined in the `VatDomesticCountryCode` setting), the `VatDomesticPostingGroup` setting is used.
- If the customer's country is in the European Union, the `VatEuLiablePostingGroup` or `VatEuNotLiablePostingGroup` setting is used, depending on the `IsVatLiable` flag.
- Otherwise, the `VatOtherPostingGroup` setting is used.
If a delivery address is not provided, the visiting address is used as the delivery address.

Response & Error Handling

The connector calls the `CreateCustomer` method of the Dynamics NAV web service. If the call is successful, the ERP returns the new customer number, which is then returned by the connector. If the call fails, an error message is logged and returned by the connector. The connector can handle `FaultException` (SOAP faults) and general exceptions.

Related Settings & Prerequisites

CustomerDefaultSalesPersonCode: Default salesperson code for new customers.
CustomerDefaultGenBusPostingGroup: Default general business posting group for new customers.
CustomerDefaultPostingGroup: Default customer posting group for new customers.
CustomerShippingCodeMethod: Default shipping method for new customers.
CustomerShippingAgentCodeMethod: Default shipping agent for new customers.
CustomerBaseCalendarCode: Default base calendar code for new customers.
CustomerLocationCode: Default location code for new customers.
DefaultCustomerCurrencyCode: The default currency for new customers.
CustomerDefaultLanguageCode: Default language code for new customers.
CustomerInvoiceDiscountCode: Default invoice discount code for new customers.
CustomerDefaultSalutationCode: Default salutation code for new contacts.
CustomerShipToAddressCode: The code for the ship-to address. Defaults to "A4S".
CustomerShippingAgentServiceCodeMethod: Default shipping agent service code for new customers.
VatDomesticCountryCode: The country code of the domestic country for VAT calculation.
VatDomesticPostingGroup: The VAT posting group for domestic customers.
VatEuLiablePostingGroup: The VAT posting group for EU customers that are VAT liable.
VatEuNotLiablePostingGroup: The VAT posting group for EU customers that are not VAT liable.
VatOtherPostingGroup: The VAT posting group for customers outside the EU.

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