Dynamics - Quick add/create a new DK/Debtor record to an EMEA Shell account
Every account/DK, must have a record in Dynamics and this (for EMEA) should be linked to a 'Parent' 'EMEA - Shell' account for the client.
Access Dynamics and locate your client.
Select the shell account which is identified with the client name appended with "EMEA - SHELL"
You can review all the account/DK's byt selecting the'Sub Accounts' tab.
If the account record is not linked (but exists in Dynamics), select 'Add Existing Account', search for the record and attach:
If the account record is not created in Dynamics (perhaps a new DK), 'New Account' and enter the required informaiton:
Once added, you will need to save and exit the EMEA Shell record and access the newly created record and update any mandatory or invalid fields.