Proper supplier management is essential for any company, and having a well-defined process from the start helps you avoid errors, duplicates, or accounting issues. Moreover, in a context where data volumes are constantly increasing and accuracy becomes critical for financial decisions, automating these processes is no longer a “nice to have,” but a necessity.
A correctly created supplier record means invoices processed without delays, payments made on time, and a clear view of financial obligations. On the other hand, incomplete or incorrect data can lead to delays, inconsistencies, and time lost on additional checks.
In this video tutorial, we will walk through the steps required to quickly and correctly create a new supplier in Microsoft Dynamics 365 Business Central, including the use of NAFA integration, so you can minimize manual data entry and reduce the risk of errors.
Step by step
1. Access the search function
Start by accessing the search function in the top-right corner of the application.
Alternatively, you can use the Alt + Q keyboard shortcut for quick access.
Type “Suppliers” in the search bar and select the first option to open the full list of company suppliers.
2. Create a new supplier card
Once the list is open, click the “+ New” button in the menu bar.
The system will automatically generate a new supplier card and assign a unique supplier number.
3. Enter the Tax Identification Number (CUI)
In the new card, enter the supplier’s Tax Identification Number (CUI) in the designated field.
This serves as the starting point for automatically populating the data.
4. Set the basic details
To ensure proper system validation:
• Enter the country code “RO” in the Address section
• In the Payments section, set “Partner Type” = “Company”, as this refers to a legal entity
These settings are essential for the next steps.
5. Automatically update data from NAFA
To streamline the process, use the NAFA integration:
• Click the “Update NAFA information” button in the top menu
• In the window that opens, select “Update information”
• Confirm the action by clicking “Yes”
The system will automatically retrieve official data such as company name, address, and fiscal details.
6. Review the populated data
Close the window and observe how the supplier card has been automatically populated with accurate information.
This step significantly reduces the risk of errors and saves time.
7. Final configurations
The last step is to verify the accounting settings:
• VAT posting groups
• Business posting groups
These are essential to ensure invoices are recorded correctly in the accounting system.
The supplier card is now complete and ready to be used in Microsoft Dynamics 365 Business Central. Through automation and NAFA integration, the process becomes fast, accurate, and free of unnecessary manual effort.
