Merge pull request #1412 from MicrosoftDocs/master

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Author: edupont04

business-central/admin-how-to-set-up-a-dynamics-crm-connection.md

@@ -1,8 +1,6 @@
 ---
-title: Merge Duplicate Customer or Vendor Records | Microsoft Docs
-description: Describes how to create a customer card to register information about each new customer or client that you sell to.
-services: project-madeira
-documentationcenter: ''
+title: Merge Duplicate Customer or Vendor Records
+description: Describes how to consolidate information about customers or vendors when you have duplicate entries about some of them.
 author: SorenGP
 
 ms.service: dynamics365-business-central

business-central/sales-how-merge-duplicate-records.md

@@ -1,5 +1,5 @@
 ---
-title: Create a Customer Card to Register New Customers | Microsoft Docs
+title: Register New Customers by Creating a Customer Card
 description: Describes how to create a customer card to register information about each new customer or client that you sell to.
 author: SorenGP
 
@@ -8,8 +8,8 @@ ms.topic: conceptual
 ms.devlang: na
 ms.tgt_pltfrm: na
 ms.workload: na
-ms.search.keywords: client
-ms.date: 10/01/2020
+ms.search.keywords: client, customer, credit
+ms.date: 03/09/2021
 ms.author: edupont
 
 ---
@@ -60,6 +60,29 @@ The customer template is added to the list of customer templates, so that you ca
 
 If you have posted a transaction for a customer, you cannot delete the card because the ledger entries may be needed for auditing. To delete customer cards with ledger entries, contact your Microsoft partner to do so through code.  
 
+## Managing credit limits
+
+Credit limits, balance amounts, and payment terms make it possible for [!INCLUDE [prod_short](includes/prod_short.md)] to issue a credit and an overdue balance warning when you enter a sales order.  Furthermore, reminder term and finance charge term facilities allow you to invoice interest and/or additional fees.  
+
+The **Credit Limit** field on a customer card specifies the maximum amount that you allow the customer to exceed the payment balance before warnings are issued. Then, when you enter information in journals, quotes, orders, and invoices, [!INCLUDE [prod_short](includes/prod_short.md)] tests the sales header and individual sales lines to see if the credit limit has been exceeded.
+
+You can post even though the credit limit has been exceeded. If the field is left blank, there will be no credit limit for this customer.  
+
+You can choose not to have warnings telling you that the customer's credit limit has been exceeded, and you can specify which types of warning you want to see.
+
+### To specify credit limit warnings
+
+1. Choose the ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Sales & Receivables Setup**, and then choose the related link.
+
+2. On the **General** FastTab, in the **Credit Warnings** field, choose the relevant option as described in the following table:
+
+    |Option| Description|
+    |------|------------|
+    |**Both Warnings**| Both the **Credit Limit** and the **Balance Due** fields on the customer's card are checked, and a warning is shown if the customer has exceeded its credit limit or if the customer has an overdue balance.|
+    |**Credit Limit**|The value in the **Credit Limit** field on the customer's card is compared with the customer's balance, and a warning is shown if the customer's balance exceeds this amount.|
+    |**Overdue Balance**|The **Balance Due** field on the customer's card is checked, and a warning is shown if the customer has an overdue balance.|
+    |**No Warning**|No warnings are shown about the customer's status.|
+
 ## See Also
 
 [Defining Payment Methods](finance-payment-methods.md)  
@@ -69,5 +92,4 @@ If you have posted a transaction for a customer, you cannot delete the card beca
 [Setting Up Sales](sales-setup-sales.md)  
 [Working with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md)  
 
-
 [!INCLUDE[footer-include](includes/footer-banner.md)]

business-central/sales-how-register-new-customers.md

@@ -1,6 +1,6 @@
 ---
-    title: How to Set Up Shipping Methods | Microsoft Docs
-    description: You can set up a code for each of your offered shipment methods, such as  and enter information about them.
+    title: Set Up Shipment Methods
+    description: You can set up a code for each of your offered shipment methods, and enter information about them.
     author: SorenGP
 
     ms.service: dynamics365-business-central
@@ -9,30 +9,35 @@
     ms.tgt_pltfrm: na
     ms.workload: na
     ms.search.keywords: incoterms
-    ms.date: 10/01/2020
+    ms.date: 03/09/2021
     ms.author: edupont
 
 ---
 # Set Up Shipment Methods
-Shipment methods, also called incoterms, often depend on the items, the customers, and the vendors. For example, if the customer lives on an island, they can choose to have items always shipped by air or always by sea. Some customers may require next day delivery. Some may want to pick up the order. On the customer and vendor cards, you can specify what sort of delivery is desired.
+
+Shipment methods often depend on the items, the customers, and the vendors. For example, if the customer lives on an island, they can choose to have items always shipped by air or always by sea. Some customers may require next day delivery. Some may want to pick up the order. On the customer and vendor cards, you can specify what sort of delivery is desired.
 
 You set up the description and code for each shipment method on the **Shipment Methods** page. For example, you can set up the code FOB, and enter Free on Board in the **Description** field. You can then enter the code in **Shipment Method Code** fields elsewhere in the system, such as on a customer card. Then when you create new orders, invoices, credit memos, and so on, the system will enter the description represented by the code. You can change it on the document as needed.
 
 ## To set up a shipment method
+
 1. Choose the ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shipment Methods**, and then choose the related link.
 2. On the **Shipment Methods** page, choose the **New** action.
 3. On the new line, specify a code and description for the shipment method.
 
+> [!TIP]
+> If you use Incoterms, set up shipment methods to represent the relevant Incoterms rules.  
+
 ## See Also
+
 [Set Up Shipping Agents](sales-how-to-set-up-shipping-agents.md)  
-[Track Packages](sales-how-track-packages.md)    
+[Track Packages](sales-how-track-packages.md)  
 [Warehouse Management](warehouse-manage-warehouse.md)  
 [Inventory](inventory-manage-inventory.md)  
-[Setting Up Warehouse Management](warehouse-setup-warehouse.md)     
-[Assembly Management](assembly-assemble-items.md)    
+[Setting Up Warehouse Management](warehouse-setup-warehouse.md)  
+[Assembly Management](assembly-assemble-items.md)  
 [Design Details: Warehouse Management](design-details-warehouse-management.md)  
 [Working with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md)  
 [Incoterms on iccwbo.org](https://iccwbo.org/resources-for-business/incoterms-rules)  
 
-
 [!INCLUDE[footer-include](includes/footer-banner.md)]

business-central/sales-how-set-up-shipment-methods.md

@@ -8,7 +8,7 @@ ms.devlang: na
 ms.tgt_pltfrm: na
 ms.workload: na
 ms.search.keywords: Teams, MS Teams, Microsoft Teams, Skype, Link, Microsoft 365, collaborate, collaboration, teamwork, faq, errors
-ms.date: 01/26/2021
+ms.date: 03/04/2021
 ms.author: jswymer
 ---
 # Teams FAQ
@@ -71,7 +71,7 @@ There's currently no embedding of Teams controls or presence of Teams features i
 
 Yes. The [!INCLUDE [prod_short.md](includes/prod_short.md)] app can be installed from the Teams desktop app or browser, or by an administrator for all users. Once installed, the [!INCLUDE [prod_short.md](includes/prod_short.md)] app is automatically available in Teams for iOS and Android. On mobile devices, you can view cards sent by others, access details, or pop out the card to the full experience in the [!INCLUDE [prod_short.md](includes/prod_short.md)] mobile app. However, you can't paste links that expand into cards when composing messages. For minimum requirements for mobile, see [Minimum Requirements for Using Business Central](product-requirements.md).
 
-### Is the [!INCLUDE [prod_short.md](includes/prod_short.md)] app for Teams the same as the [!INCLUDE [prod_short.md](includes/prod_short.md)] app for iOS and Android? 
+### Is the [!INCLUDE [prod_short.md](includes/prod_short.md)] app for Teams the same as the [!INCLUDE [prod_short.md](includes/prod_short.md)] app for iOS and Android?
 
 No. The app for Teams is an add-in to Microsoft Teams and exclusively designed for collaborative experiences that light up within Teams. On the other hand, the [!INCLUDE [prod_short.md](includes/prod_short.md)] mobile app delivers a rich experience for you to work with [!INCLUDE [prod_short.md](includes/prod_short.md)] data on your mobile devices.
 
@@ -122,9 +122,9 @@ Also, some [!INCLUDE [prod_short.md](includes/prod_short.md)] features require o
 
 You can learn about how Microsoft handles your data in the [Microsoft Privacy Statement](https://go.microsoft.com/fwlink/?linkid=2030602). 
 
-Contact your administrator to learn how your organization handles the privacy of your data. 
+Contact your administrator to learn how your organization handles the privacy of your data.
 
-### How do I uninstall the [!INCLUDE [prod_short.md](includes/prod_short.md)] app for Teams? 
+### How do I uninstall the [!INCLUDE [prod_short.md](includes/prod_short.md)] app for Teams?
 
 To remove the app that you installed for yourself, go to any chat compose box, find the [!INCLUDE [prod_short.md](includes/prod_short.md)] icon underneath, right-click the icon and choose Uninstall.  
 
@@ -163,29 +163,33 @@ No. The field values on a card in Teams, including any images, are based on the
 
 When you compose and send a message to chat that includes a card, all users will see the card, even if they haven't installed the [!INCLUDE [prod_short.md](includes/prod_short.md)] app for Teams.
 
+### How do I find out which company a card in Teams belongs to?
+
+If you work across [!INCLUDE [prod_short.md](includes/prod_short.md)] companies, talk to your administrator about enabling a company badge for each company. When enabled, this eye-catching hint appears in any details window inside Teams, and displays the company and environment that record belongs to. To learn how to set up company badge, see [To display a company badge for quick access to company information](ui-change-basic-settings.md#badge).
+
 ## [Working with card details](#tab/carddetails)
 
-### Where is the save button in the details window in Teams? 
+### Where is the save button in the details window in Teams?
 
 [!INCLUDE [prod_short.md](includes/prod_short.md)] automatically saves changes you make to any field as soon as you leave the field. To leave a field, click/tap anywhere outside the field or use the Tab key to move to the next field. When data appears in a dialog within the details window, you may need to choose the **OK** button to have [!INCLUDE [prod_short.md](includes/prod_short.md)] save your changes.
 
-### If I choose to view details for a card, will other users see my details window? 
+### If I choose to view details for a card, will other users see my details window?
 
 No. While everyone in the chat can view the card itself, the details window only appears for you on your device when you choose **Details**. Other users must choose **Details** if they would like to view the details window on their device.
 
-### Can I start a Teams call from the details window in Teams? 
+### Can I start a Teams call from the details window in Teams?
 
 Yes. You can start a call by choosing the linked dialing number in a phone number field, such as the **Mobile Phone No.** field on the **Contact** card. Teams must be your designated dialing app.
 
 To call local or international landlines and mobile phones from Teams, you must have a Teams license for enterprise calling. Also, you must set up Teams as your call solution. To learn more, see [Plan your Teams voice solution](/microsoftteams/cloud-voice-landing-page) in the Teams documentation.
 
-### Can I print documents from the details window in Teams? 
+### Can I print documents from the details window in Teams?
 
 Yes. You print reports and other documents using standard [!INCLUDE [prod_short.md](includes/prod_short.md)] printing functionality and any cloud-enabled printer configured in the **Printer Management** page in [!INCLUDE [prod_short.md](includes/prod_short.md)]. You can't print from Teams to local printers known to your client device, such as printers that you'd typically print to from your browser. For this reason, you can't print from the report preview window, but only from the main report request page, directly to your cloud printers.
 
 For more information about setting up cloud printers, see [Set Up Printers](ui-specify-printer-selection-reports.md).
 
-### Can I access the camera from the details window in Teams? 
+### Can I access the camera from the details window in Teams?
 
 Yes. Any [!INCLUDE [prod_short.md](includes/prod_short.md)] features in the details window that use the camera are available on all Teams clients.
 
@@ -195,7 +199,7 @@ If you’re using functionality in [!INCLUDE [prod_short.md](includes/prod_short
 
 ## [Collaborating with guests ](#tab/collaborating)
 
-### Can I share cards with users outside my organization? 
+### Can I share cards with users outside my organization?
 
 Yes. When you compose and send a message that includes a card, all recipients in the chat will see the card—even if they're guests or external to your organization. Guests can also open the details window if they've been granted permissions to access that data in [!INCLUDE [prod_short.md](includes/prod_short.md)].