Table Customer

ID 18

Namespace: Microsoft.Sales.Customer

Stores customer master data including contact information, financial settings, and sales preferences.

Properties

Name	Value
Caption	Customer
DataCaptionFields	1,2
DrillDownPageID	Page Microsoft.Sales.Customer."Customer List"
LookupPageID	Page Microsoft.Sales.Customer."Customer Lookup"
Permissions	TableData "Cust. Ledger Entry" = r, TableData Job = r, tabledata "VAT Business Posting Group" = R, TableData "VAT Registration Log" = rd, tabledata "Payment Terms" = R, TableData "Price List Header" = rd, TableData "Price List Line" = rd, TableData "Sales Price" = rd, TableData "Sales Line Discount" = rd, TableData "Sales Price Access" = rd, TableData "Sales Discount Access" = rd, tabledata "Customer Templ." = rm, tabledata "General Ledger Setup" = r, tabledata "Sales & Receivables Setup" = r, tabledata "Marketing Setup" = r, tabledata Language = r, tabledata "Language Selection" = r
DataClassification	CustomerContent

Fields

Name	Type	Description
"No."	Code[20]	Specifies the unique identifier for the customer record.
Name	Text[100]	Specifies the customer's name as it appears on sales documents and reports.
"Search Name"	Code[100]	Specifies an alternate name used for searching and filtering customers.
"Name 2"	Text[50]	Specifies additional name information for the customer.
Address	Text[100]	Specifies the customer's street address for correspondence and shipping.
"Address 2"	Text[50]	Specifies additional address details such as suite or building information.
City	Text[30]	Specifies the city where the customer is located.
Contact	Text[100]	Specifies the name of the primary contact person for this customer.
"Phone No."	Text[30]	Specifies the customer's primary telephone number.
"Telex No."	Text[20]	Specifies the customer's telex number for legacy communication.
"Document Sending Profile"	Code[20]	Specifies the preferred method for sending sales documents to this customer.
"Ship-to Code"	Code[10]	Specifies the default ship-to address code for deliveries to this customer.
"Our Account No."	Text[20]	Specifies this company's account number as known by the customer.
"Territory Code"	Code[10]	Specifies the sales territory code assigned to this customer.
"Global Dimension 1 Code"	Code[20]	Specifies the first global dimension code assigned to this customer for analysis.
"Global Dimension 2 Code"	Code[20]	Specifies the second global dimension code assigned to this customer for analysis.
"Chain Name"	Code[10]	Specifies the retail chain or franchise this customer belongs to.
"Budgeted Amount"	Decimal	Specifies the budgeted sales amount for this customer.
"Credit Limit (LCY)"	Decimal	Specifies the maximum credit amount in local currency extended to this customer.
"Customer Posting Group"	Code[20]	Specifies the posting group that determines G/L accounts for customer transactions.
"Currency Code"	Code[10]	Specifies the default currency code for transactions with this customer.
"Customer Price Group"	Code[10]	Specifies the price group used to determine special sales prices for this customer.
"Language Code"	Code[10]	Specifies the language code used for documents sent to this customer.
"Registration Number"	Text[50]	Specifies the customer's official registration number.
"Statistics Group"	Integer	Specifies a statistics group code for categorizing the customer in reports.
"Payment Terms Code"	Code[10]	Specifies the default payment terms for invoices to this customer.
"Fin. Charge Terms Code"	Code[10]	Specifies the finance charge terms applied to overdue invoices for this customer.
"Salesperson Code"	Code[20]	Specifies the salesperson responsible for this customer account.
"Shipment Method Code"	Code[10]	Specifies the default shipment method for deliveries to this customer.
"Shipping Agent Code"	Code[10]	Specifies the default shipping agent for deliveries to this customer.
"Place of Export"	Code[20]	Specifies the place of export for customs documentation purposes.
"Invoice Disc. Code"	Code[20]	Specifies the code used to calculate invoice discounts for this customer.
"Customer Disc. Group"	Code[20]	Specifies the discount group used to determine line discounts for this customer.
"Country/Region Code"	Code[10]	Specifies the country or region code for the customer's address.
"Collection Method"	Code[20]	Specifies the method used for collecting payments from this customer.
Amount	Decimal	Contains the total amount from customer ledger entries within the date filter.
Comment	Boolean	Indicates whether comments exist for this customer record.
Blocked	Enum Microsoft.Sales.Customer."Customer Blocked"	Specifies whether the customer is blocked for transactions.
"Invoice Copies"	Integer
"Last Statement No."	Integer	Specifies the number of the last printed customer statement.
"Print Statements"	Boolean	Indicates whether to include this customer when printing statements.
"Bill-to Customer No."	Code[20]	Specifies a different customer to receive invoices for sales to this customer.
Priority	Integer	Specifies the priority level assigned to this customer for order processing.
"Payment Method Code"	Code[10]	Specifies the default payment method for this customer.
"Format Region"	Text[80]	Specifies the regional format used for dates and numbers on documents for this customer.
"First Transaction Date"	Date	Contains the date of the first transaction with this customer.
"Last Modified Date Time"	DateTime	Indicates the date and time when this customer record was last modified.
"Last Date Modified"	Date	Indicates the date when this customer record was last modified.
"Date Filter"	Date	Specifies a date range filter for calculating FlowFields.
"Global Dimension 1 Filter"	Code[20]	Specifies a filter for the first global dimension in FlowField calculations.
"Global Dimension 2 Filter"	Code[20]	Specifies a filter for the second global dimension in FlowField calculations.
Balance	Decimal	Contains the customer's current outstanding balance in the customer's currency.
"Balance (LCY)"	Decimal	Contains the customer's current outstanding balance in local currency.
"Net Change"	Decimal	Contains the net change in the customer's balance within the date filter period.
"Net Change (LCY)"	Decimal	Contains the net change in the customer's balance in local currency within the date filter period.
"Sales (LCY)"	Decimal	Contains the total sales amount in local currency for this customer within the date filter.
"Profit (LCY)"	Decimal	Contains the total profit in local currency from sales to this customer.
"Inv. Discounts (LCY)"	Decimal	Contains the total invoice discounts in local currency given to this customer.
"Pmt. Discounts (LCY)"	Decimal	Contains the total payment discounts in local currency taken by this customer.
"Balance Due"	Decimal	Contains the overdue balance in the customer's currency that is past due date.
"Balance Due (LCY)"	Decimal	Contains the overdue balance in local currency that the customer has not yet paid.
Payments	Decimal	Contains the total payments received from this customer within the date filter.
"Invoice Amounts"	Decimal	Contains the total invoice amounts for this customer within the date filter.
"Cr. Memo Amounts"	Decimal	Contains the total credit memo amount issued to this customer within the date filter.
"Finance Charge Memo Amounts"	Decimal	Contains the total finance charge memo amount for this customer within the date filter.
"Payments (LCY)"	Decimal	Contains the total payments in local currency received from this customer.
"Inv. Amounts (LCY)"	Decimal	Contains the total invoice amounts in local currency for this customer.
"Cr. Memo Amounts (LCY)"	Decimal	Contains the total credit memo amount in local currency issued to this customer.
"Fin. Charge Memo Amounts (LCY)"	Decimal	Contains the total finance charge memo amount in local currency for this customer.
"Outstanding Orders"	Decimal	Contains the total value of outstanding sales orders for this customer.
"Shipped Not Invoiced"	Decimal	Contains the total value of shipped but not yet invoiced items for this customer.
"Application Method"	Enum Microsoft.Finance.ReceivablesPayables."Application Method"	Specifies the method used to apply payments to customer ledger entries.
"Prices Including VAT"	Boolean	Indicates whether prices on sales documents include VAT for this customer.
"Location Code"	Code[10]	Specifies the default warehouse location for shipments to this customer.
"Fax No."	Text[30]	Specifies the customer's fax number for document transmission.
"Telex Answer Back"	Text[20]	Specifies the customer's telex answer back code for legacy communication.
"VAT Registration No."	Text[20]	Specifies the customer's VAT registration number for tax reporting.
"Combine Shipments"	Boolean	Indicates whether multiple shipments can be combined on a single invoice for this customer.
"Gen. Bus. Posting Group"	Code[20]	Specifies the general business posting group for determining G/L accounts.
GLN	Code[13]	Specifies the customer's Global Location Number for electronic document exchange.
"Post Code"	Code[20]	Specifies the postal code for the customer's address.
County	Text[30]	Specifies the state, province, or county for the customer's address.
"EORI Number"	Text[40]	Specifies the customer's Economic Operators Registration and Identification number for customs.
"Use GLN in Electronic Document"	Boolean	Indicates whether the GLN is used as party identification in electronic documents.
"Debit Amount"	Decimal	Contains the total debit amount from customer ledger entries within the date filter.
"Credit Amount"	Decimal	Contains the total credit amount from customer ledger entries within the date filter.
"Debit Amount (LCY)"	Decimal	Contains the total debit amount in local currency from customer ledger entries.
"Credit Amount (LCY)"	Decimal	Contains the total credit amount in local currency from customer ledger entries.
"E-Mail"	Text[80]	Specifies the customer's email address for electronic communication.
"Home Page"	Text[255]	Specifies the customer's website URL.
"Reminder Terms Code"	Code[10]	Specifies the terms used to generate payment reminders for this customer.
"Reminder Amounts"	Decimal	Contains the total amount of reminders issued to this customer.
"Reminder Amounts (LCY)"	Decimal	Contains the total reminder amounts in local currency issued to this customer.
"No. Series"	Code[20]	Specifies the number series used to assign the customer number.
"Tax Area Code"	Code[20]	Specifies the tax area code for calculating sales tax for this customer.
"Tax Liable"	Boolean	Indicates whether sales to this customer are subject to sales tax.
"VAT Bus. Posting Group"	Code[20]	Specifies the VAT business posting group for determining VAT rates.
"Currency Filter"	Code[10]	Specifies a currency filter for calculating FlowFields.
"Outstanding Orders (LCY)"	Decimal	Contains the total outstanding sales orders in local currency for this customer.
"Shipped Not Invoiced (LCY)"	Decimal	Contains the total shipped but not invoiced amount in local currency for this customer.
Reserve	Enum Microsoft.Inventory.Tracking."Reserve Method"	Specifies the default inventory reservation method for sales to this customer.
"Block Payment Tolerance"	Boolean	Indicates whether payment tolerance is blocked for this customer.
"Pmt. Disc. Tolerance (LCY)"	Decimal	Contains the total payment discount tolerance amounts in local currency for this customer.
"Pmt. Tolerance (LCY)"	Decimal	Contains the total payment tolerance amounts in local currency for this customer.
"IC Partner Code"	Code[20]	Specifies the intercompany partner code for transactions between related companies.
Refunds	Decimal	Contains the total refund amounts for this customer within the date filter.
"Refunds (LCY)"	Decimal	Contains the total refund amounts in local currency for this customer.
"Other Amounts"	Decimal	Contains other miscellaneous amounts for this customer within the date filter.
"Other Amounts (LCY)"	Decimal	Contains other miscellaneous amounts in local currency for this customer.
"Prepayment %"	Decimal	Specifies the default prepayment percentage required for sales orders.
"Outstanding Invoices (LCY)"	Decimal	Contains the total outstanding invoices in local currency for this customer.
"Outstanding Invoices"	Decimal	Contains the total outstanding invoices for this customer.
"Bill-to No. Of Archived Doc."	Integer	Contains the count of archived documents where this customer is the bill-to customer.
"Sell-to No. Of Archived Doc."	Integer	Contains the count of archived documents where this customer is the sell-to customer.
"Partner Type"	Enum Microsoft.Foundation.Enums."Partner Type"	Specifies whether the customer is a person or company for direct debit collections.
"Intrastat Partner Type"	Enum Microsoft.Foundation.Enums."Partner Type"	Specifies whether the customer is a person or company for Intrastat reporting.
"Exclude from Pmt. Practices"	Boolean	Indicates whether to exclude this customer from payment practices calculations.
Image	Media	Stores an image such as a logo for the customer.
"Privacy Blocked"	Boolean	Indicates whether access to this customer's data is blocked for privacy protection.
"Disable Search by Name"	Boolean	Indicates whether searching by name is disabled, allowing name changes on open documents.
"Allow Multiple Posting Groups"	Boolean	Indicates whether multiple posting groups can be used for this customer.
"Preferred Bank Account Code"	Code[20]	Specifies the customer's preferred bank account for refunds and direct debit collections.
"Coupled to CRM"	Boolean	Indicates whether this customer is coupled to a Dataverse account. Obsolete field.
"Coupled to Dataverse"	Boolean	Indicates whether this customer is coupled to a Dataverse account for data synchronization.
"Cash Flow Payment Terms Code"	Code[10]	Specifies alternative payment terms used for cash flow forecasting.
"Primary Contact No."	Code[20]	Specifies the primary contact person linked to this customer.
"Contact Type"	Enum Microsoft.CRM.Contact."Contact Type"	Specifies whether the customer contact is a person or a company.
"Mobile Phone No."	Text[30]	Specifies the customer's mobile phone number.
"Responsibility Center"	Code[10]	Specifies the responsibility center that manages this customer account.
"Shipping Advice"	Enum Microsoft.Foundation.Shipping."Sales Header Shipping Advice"	Specifies whether the customer requires complete or allows partial shipment of orders.
"Shipping Time"	DateFormula	Specifies the default shipping time from warehouse to customer delivery.
"Shipping Agent Service Code"	Code[10]	Specifies the default shipping agent service level for deliveries to this customer.
"Price Calculation Method"	Enum Microsoft.Pricing.Calculation."Price Calculation Method"	Specifies the method used to calculate sales prices for this customer.
"Allow Line Disc."	Boolean	Indicates whether line discounts can be applied to sales for this customer.
"No. of Quotes"	Integer	Contains the count of open sales quotes for this customer.
"No. of Blanket Orders"	Integer	Contains the count of open blanket orders for this customer.
"No. of Orders"	Integer	Contains the count of open sales orders for this customer.
"No. of Invoices"	Integer	Contains the count of open sales invoices for this customer.
"No. of Return Orders"	Integer	Contains the count of open sales return orders for this customer.
"No. of Credit Memos"	Integer	Contains the count of open sales credit memos for this customer.
"No. of Pstd. Shipments"	Integer	Contains the count of posted sales shipments for this customer.
"No. of Pstd. Invoices"	Integer	Contains the count of posted sales invoices for this customer.
"No. of Pstd. Return Receipts"	Integer	Contains the count of posted return receipts for this customer.
"No. of Pstd. Credit Memos"	Integer	Contains the count of posted sales credit memos for this customer.
"No. of Ship-to Addresses"	Integer	Contains the count of ship-to addresses defined for this customer.
"Bill-To No. of Quotes"	Integer	Contains the count of quotes where this customer is the bill-to customer.
"Bill-To No. of Blanket Orders"	Integer	Contains the count of blanket orders where this customer is the bill-to customer.
"Bill-To No. of Orders"	Integer	Contains the count of orders where this customer is the bill-to customer.
"Bill-To No. of Invoices"	Integer	Contains the count of invoices where this customer is the bill-to customer.
"Bill-To No. of Return Orders"	Integer	Contains the count of return orders where this customer is the bill-to customer.
"Bill-To No. of Credit Memos"	Integer	Contains the count of credit memos where this customer is the bill-to customer.
"Bill-To No. of Pstd. Shipments"	Integer	Contains the count of posted shipments where this customer is the bill-to customer.
"Bill-To No. of Pstd. Invoices"	Integer	Contains the count of posted invoices where this customer is the bill-to customer.
"Bill-To No. of Pstd. Return R."	Integer	Contains the count of posted return receipts where this customer is the bill-to customer.
"Bill-To No. of Pstd. Cr. Memos"	Integer	Contains the count of posted credit memos where this customer is the bill-to customer.
"Base Calendar Code"	Code[10]	Specifies the base calendar used for calculating working days and delivery dates.
"Copy Sell-to Addr. to Qte From"	Enum Microsoft.CRM.Contact."Contact Type"	Specifies whether to copy the sell-to address from the company or person contact on quotes.
"Validate EU Vat Reg. No."	Boolean	Indicates whether to validate the EU VAT registration number for this customer.
"Currency Id"	Guid	Specifies the GUID of the currency for API integration.
"Payment Terms Id"	Guid	Specifies the GUID of the payment terms for API integration.
"Shipment Method Id"	Guid	Specifies the GUID of the shipment method for API integration.
"Payment Method Id"	Guid	Specifies the GUID of the payment method for API integration.
"Tax Area ID"	Guid	Specifies the GUID of the tax area for API integration.
"Contact ID"	Guid	Specifies the GUID of the contact for API integration.
"Contact Graph Id"	Text[250]	Specifies the Microsoft Graph identifier for the contact.
SystemId	Guid
SystemCreatedAt	DateTime
SystemCreatedBy	Guid
SystemModifiedAt	DateTime
SystemModifiedBy	Guid
SystemCreatedByUserName	Text[50]
SystemCreatedByFullName	Text[80]
SystemModifiedByUserName	Text[50]
SystemModifiedByFullName	Text[80]
SystemRowVersion	BigInteger

Methods

AssistEdit

Assists the user in selecting or generating a new customer number from the configured number series.

procedure AssistEdit(OldCust: Record Customer): Boolean

Parameters

Name	Type	Description
OldCust	Table Microsoft.Sales.Customer.Customer	The customer record containing the current number series to look up related series.

Returns

Type	Description
Boolean	True if a new customer number was selected; otherwise, false.

ValidateShortcutDimCode

Validates and saves the specified shortcut dimension code for the customer.

procedure ValidateShortcutDimCode(FieldNumber: Integer; var ShortcutDimCode: Code[20])

Parameters

Name	Type	Description
FieldNumber	Integer	The dimension field number (1 or 2 for global dimensions).
ShortcutDimCode	Code[20]	The dimension value code to validate and assign.

ShowContact

Opens the contact card or contact list for the customer's associated contact.

procedure ShowContact()

LookupContactList

Opens a lookup page for selecting a contact associated with the customer.

procedure LookupContactList()

SetInsertFromContact

Sets whether the customer is being inserted from a contact record.

procedure SetInsertFromContact(FromContact: Boolean)

Parameters

Name	Type	Description
FromContact	Boolean	True if the customer is being created from a contact; otherwise, false.

CheckBlockedCustOnDocs

Checks if the customer is blocked for the specified document type and raises an error if blocked.

procedure CheckBlockedCustOnDocs(Cust2: Record Customer; DocType: Enum "Sales Document Type"; Shipment: Boolean; Transaction: Boolean)

Parameters

Name	Type	Description
Cust2	Table Microsoft.Sales.Customer.Customer	The customer record to check for blocked status.
DocType	Enum Microsoft.Sales.Document."Sales Document Type"	The type of sales document being processed.
Shipment	Boolean	Indicates whether the operation involves a shipment.
Transaction	Boolean	Indicates whether this is a posting transaction.

CheckBlockedCustOnJnls

Checks if the customer is blocked for the specified journal document type and raises an error if blocked.

procedure CheckBlockedCustOnJnls(Cust2: Record Customer; DocType: Enum "Gen. Journal Document Type"; Transaction: Boolean)

Parameters

Name	Type	Description
Cust2	Table Microsoft.Sales.Customer.Customer	The customer record to check for blocked status.
DocType	Enum Microsoft.Finance.GeneralLedger.Journal."Gen. Journal Document Type"	The type of general journal document being processed.
Transaction	Boolean	Indicates whether this is a posting transaction.

CheckBlockedCustOnJnls

Checks if the customer is blocked for the specified general journal line and raises an error if blocked.

procedure CheckBlockedCustOnJnls(Cust2: Record Customer; var GenJnlLine: Record "Gen. Journal Line"; Transaction: Boolean)

Parameters

Name	Type	Description
Cust2	Table Microsoft.Sales.Customer.Customer	The customer record to check for blocked status.
GenJnlLine	Table Microsoft.Finance.GeneralLedger.Journal."Gen. Journal Line"	The general journal line being validated.
Transaction	Boolean	Indicates whether this is a posting transaction.

CustBlockedErrorMessage

Raises an error message indicating that the customer is blocked.

procedure CustBlockedErrorMessage(Cust2: Record Customer; Transaction: Boolean)

Parameters

Name	Type	Description
Cust2	Table Microsoft.Sales.Customer.Customer	The blocked customer record.
Transaction	Boolean	Indicates whether this is a posting transaction to determine the error message.

CustPrivacyBlockedErrorMessage

Raises an error message indicating that the customer is blocked for privacy reasons.

procedure CustPrivacyBlockedErrorMessage(Cust2: Record Customer; Transaction: Boolean)

Parameters

Name	Type	Description
Cust2	Table Microsoft.Sales.Customer.Customer	The privacy-blocked customer record.
Transaction	Boolean	Indicates whether this is a posting transaction to determine the error message.

GetPrivacyBlockedGenericErrorText

Gets a generic error text for a privacy-blocked customer.

procedure GetPrivacyBlockedGenericErrorText(Cust2: Record Customer): Text[250]

Parameters

Name	Type	Description
Cust2	Table Microsoft.Sales.Customer.Customer	The privacy-blocked customer record.

Returns

Type	Description
Text[250]	The error text indicating the customer is blocked for privacy.

DisplayMap

Displays the customer's address on an online map service.

procedure DisplayMap()

GetPriceCalculationMethod

Gets the price calculation method for the customer, considering customer price group and sales setup defaults.

procedure GetPriceCalculationMethod(): Enum "Price Calculation Method"

Returns

Type	Description
Enum Microsoft.Pricing.Calculation."Price Calculation Method"	The applicable price calculation method.

GetPrimaryContact

Gets the primary contact for the specified customer.

procedure GetPrimaryContact(CustomerNo: Code[20]; var PrimaryContact: Record Contact)

Parameters

Name	Type	Description
CustomerNo	Code[20]	The customer number to find the primary contact for.
PrimaryContact	Table Microsoft.CRM.Contact.Contact	Returns the primary contact record if found.

GetTotalAmountLCY

Calculates the total amount in local currency including balance, outstanding orders, shipped not invoiced, and outstanding invoices.

procedure GetTotalAmountLCY(): Decimal

Returns

Type	Description
Decimal	The total amount in local currency.

GetTotalAmountLCYUI

Calculates the total amount in local currency for UI display purposes using auto-calculated fields.

procedure GetTotalAmountLCYUI(): Decimal

Returns

Type	Description
Decimal	The total amount in local currency.

GetSalesLCY

Gets the total sales in local currency for the current fiscal year.

procedure GetSalesLCY(): Decimal

Returns

Type	Description
Decimal	The total sales amount in local currency for the fiscal year.

GetTopCustomerHeadlineQueryDocumentTypeFilter

Gets the document type filter for the top customer headline query.

procedure GetTopCustomerHeadlineQueryDocumentTypeFilter(): Text

Returns

Type	Description
Text	The document type filter text.

CalcAvailableCredit

Calculates the available credit for the customer based on their credit limit and total outstanding amount.

procedure CalcAvailableCredit(): Decimal

Returns

Type	Description
Decimal	The available credit amount in local currency.

CalcAvailableCreditUI

Calculates the available credit for UI display using auto-calculated fields.

procedure CalcAvailableCreditUI(): Decimal

Returns

Type	Description
Decimal	The available credit amount in local currency.

CalcOverdueBalance

Calculates the total overdue balance in local currency for the customer.

procedure CalcOverdueBalance(): Decimal

Returns

Type	Description
Decimal	The overdue balance amount in local currency.

GetLegalEntityType

Gets the legal entity type as text from the Partner Type field.

procedure GetLegalEntityType(): Text

Returns

Type	Description
Text	The partner type as formatted text.

GetLegalEntityTypeLbl

Gets the label for the legal entity type field.

procedure GetLegalEntityTypeLbl(): Text

Returns

Type	Description
Text	The field caption for Partner Type.

SetStyle

Determines the display style for the customer based on available credit.

procedure SetStyle(): Text

Returns

Type	Description
Text	Unfavorable if credit is exceeded; otherwise, empty string.

HasValidDDMandate

Checks if the customer has a valid SEPA direct debit mandate for the specified date.

procedure HasValidDDMandate(Date: Date): Boolean

Parameters

Name	Type	Description
Date	Date	The date to check for a valid mandate.

Returns

Type	Description
Boolean	True if a valid direct debit mandate exists; otherwise, false.

GetReturnRcdNotInvAmountLCY

Gets the total return received not invoiced amount in local currency for the customer.

procedure GetReturnRcdNotInvAmountLCY(): Decimal

Returns

Type	Description
Decimal	The return received not invoiced amount in local currency.

GetInvoicedPrepmtAmountLCY

Gets the total invoiced prepayment amount in local currency for the customer.

procedure GetInvoicedPrepmtAmountLCY(): Decimal

Returns

Type	Description
Decimal	The invoiced prepayment amount in local currency.

CalcCreditLimitLCYExpendedPct

Calculates the percentage of the credit limit that has been used.

procedure CalcCreditLimitLCYExpendedPct(): Decimal

Returns

Type	Description
Decimal	The credit limit usage percentage multiplied by 100 (0-10000).

CreateAndShowNewInvoice

Creates a new sales invoice for the customer and opens the Sales Invoice page.

procedure CreateAndShowNewInvoice()

CreateAndShowNewOrder

Creates a new sales order for the customer and opens the Sales Order page.

procedure CreateAndShowNewOrder()

CreateAndShowNewCreditMemo

Creates a new sales credit memo for the customer and opens the Sales Credit Memo page.

procedure CreateAndShowNewCreditMemo()

CreateAndShowNewQuote

Creates a new sales quote for the customer and opens the Sales Quote page.

procedure CreateAndShowNewQuote()

GetBillToCustomerNo

Gets the bill-to customer number, returning the current customer number if no bill-to is specified.

procedure GetBillToCustomerNo(): Code[20]

Returns

Type	Description
Code[20]	The bill-to customer number or the customer number if not specified.

HasAddressIgnoreCountryCode

Checks if the customer has address fields populated, excluding the country/region code.

procedure HasAddressIgnoreCountryCode(): Boolean

Returns

Type	Description
Boolean	True if any address field (except country/region) has a value; otherwise, false.

HasAddress

Checks if the customer has any address fields populated, including country/region code.

procedure HasAddress(): Boolean

Returns

Type	Description
Boolean	True if any address field has a value; otherwise, false.

HasDifferentAddress

Compares the customer's address with another customer's address.

procedure HasDifferentAddress(OtherCustomer: Record Customer): Boolean

Parameters

Name	Type	Description
OtherCustomer	Table Microsoft.Sales.Customer.Customer	The customer record to compare addresses with.

Returns

Type	Description
Boolean	True if any address field differs; otherwise, false.

GetBalanceAsVendor

Gets the balance in local currency from the linked vendor account.

procedure GetBalanceAsVendor(var LinkedVendorNo: Code[20]): Decimal

Parameters

Name	Type	Description
LinkedVendorNo	Code[20]	Returns the linked vendor number.

Returns

Type	Description
Decimal	The vendor balance in local currency.

GetLinkedVendor

Gets the vendor number linked to this customer through the contact business relation.

procedure GetLinkedVendor(): Code[20]

Returns

Type	Description
Code[20]	The linked vendor number or empty if no link exists.

GetCustNo

Finds a customer number by text, showing card options if no exact match is found.

procedure GetCustNo(CustomerText: Text): Text

Parameters

Name	Type	Description
CustomerText	Text	The text to search for (customer number or name).

Returns

Type	Description
Text	The found or selected customer number.

GetCustNoOpenCard

Finds a customer number by text with options for displaying customer card and creation options.

procedure GetCustNoOpenCard(CustomerText: Text; ShowCustomerCard: Boolean; ShowCreateCustomerOption: Boolean): Code[20]

Parameters

Name	Type	Description
CustomerText	Text	The text to search for (customer number or name).
ShowCustomerCard	Boolean	Indicates whether to show the customer card if a selection is needed.
ShowCreateCustomerOption	Boolean	Indicates whether to show the option to create a new customer.

Returns

Type	Description
Code[20]	The found, selected, or created customer number.

CreateNewCustomer

Creates a new customer with the specified name, optionally from a template, and displays the customer card.

procedure CreateNewCustomer(CustomerName: Text[100]; ShowCustomerCard: Boolean): Code[20]

Parameters

Name	Type	Description
CustomerName	Text[100]	The name for the new customer.
ShowCustomerCard	Boolean	Indicates whether to open the customer card after creation.

Returns

Type	Description
Code[20]	The new customer number.

SelectCustomer

Opens a customer lookup page for the user to select a customer.

procedure SelectCustomer(var Customer: Record Customer): Boolean

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The selected customer record, or empty if cancelled.

Returns

Type	Description
Boolean	True if a customer was selected; otherwise, false.

ToPriceSource

Initializes a price source record for this customer.

procedure ToPriceSource(var PriceSource: Record "Price Source")

Parameters

Name	Type	Description
PriceSource	Table Microsoft.Pricing.Source."Price Source"	Returns the initialized price source for sales pricing.

OpenCustomerLedgerEntries

Opens the customer ledger entries page with optional filtering on due entries.

procedure OpenCustomerLedgerEntries(FilterOnDueEntries: Boolean)

Parameters

Name	Type	Description
FilterOnDueEntries	Boolean	Indicates whether to filter on due entries only.

SetInsertFromTemplate

Sets whether the customer is being inserted from a template.

procedure SetInsertFromTemplate(FromTemplate: Boolean)

Parameters

Name	Type	Description
FromTemplate	Boolean	True if the customer is being created from a template; otherwise, false.

IsLookupRequested

Checks if a lookup was requested during the last customer number search operation.

procedure IsLookupRequested(): Boolean

Returns

Type	Description
Boolean	True if a lookup was requested; otherwise, false.

IsContactUpdateNeeded

Checks if the associated contact record needs to be updated based on changed customer fields.

procedure IsContactUpdateNeeded(): Boolean

Returns

Type	Description
Boolean	True if contact update is needed; otherwise, false.

IsBlocked

Checks if the customer is blocked or privacy-blocked.

procedure IsBlocked(): Boolean

Returns

Type	Description
Boolean	True if the customer is blocked or privacy-blocked; otherwise, false.

HasAnyOpenOrPostedDocuments

Checks if the customer has any open sales documents or posted ledger entries.

procedure HasAnyOpenOrPostedDocuments(): Boolean

Returns

Type	Description
Boolean	True if open or posted documents exist; otherwise, false.

CopyFromNewCustomerTemplate

Copies field values from the specified customer template to this customer record.

procedure CopyFromNewCustomerTemplate(CustomerTemplate: Record "Customer Templ.")

Parameters

Name	Type	Description
CustomerTemplate	Table Microsoft.Sales.Customer."Customer Templ."	The customer template to copy values from.

GetInsertFromContact

Gets whether the customer is being inserted from a contact record.

procedure GetInsertFromContact(): Boolean

Returns

Type	Description
Boolean	True if the customer is being created from a contact; otherwise, false.

GetInsertFromTemplate

Gets whether the customer is being inserted from a template.

procedure GetInsertFromTemplate(): Boolean

Returns

Type	Description
Boolean	True if the customer is being created from a template; otherwise, false.

VATRegistrationValidation

Validates the VAT registration number format and optionally verifies it against the VIES service.

procedure VATRegistrationValidation()

SetAddress

Sets the customer's address fields and updates the associated contact.

procedure SetAddress(CustomerAddress: Text[100]; CustomerAddress2: Text[50]; CustomerPostCode: Code[20]; CustomerCity: Text[30]; CustomerCounty: Text[30]; CustomerCountryCode: Code[10]; CustomerContact: Text[100])

Parameters

Name	Type	Description
CustomerAddress	Text[100]	The primary address line.
CustomerAddress2	Text[50]	The secondary address line.
CustomerPostCode	Code[20]	The postal code.
CustomerCity	Text[30]	The city.
CustomerCounty	Text[30]	The state, province, or county.
CustomerCountryCode	Code[10]	The country/region code.
CustomerContact	Text[100]	The contact name.

FindByEmail

Finds a customer by email address, searching both the customer and contact records.

procedure FindByEmail(var Customer: Record Customer; Email: Text): Boolean

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	Returns the found customer record.
Email	Text	The email address to search for.

Returns

Type	Description
Boolean	True if a customer was found; otherwise, false.

UpdateReferencedIds

Updates all API-related reference IDs for currency, payment terms, shipment method, payment method, and tax area.

procedure UpdateReferencedIds()

GetReferencedIds

procedure GetReferencedIds(TempField: __MissingTypeSymbol__)

Parameters

Name	Type	Description
TempField	__MissingTypeSymbol__

SetForceUpdateContact

Sets whether to force an update of the associated contact record regardless of field changes.

procedure SetForceUpdateContact(NewForceUpdateContact: Boolean)

Parameters

Name	Type	Description
NewForceUpdateContact	Boolean	True to force contact update; otherwise, false.

UpdateCurrencyId

Updates the Currency Id field based on the current Currency Code.

procedure UpdateCurrencyId()

UpdatePaymentTermsId

Updates the Payment Terms Id field based on the current Payment Terms Code.

procedure UpdatePaymentTermsId()

UpdateShipmentMethodId

Updates the Shipment Method Id field based on the current Shipment Method Code.

procedure UpdateShipmentMethodId()

UpdatePaymentMethodId

Updates the Payment Method Id field based on the current Payment Method Code.

procedure UpdatePaymentMethodId()

UpdateTaxAreaId

Updates the Tax Area ID based on the VAT Business Posting Group or Tax Area Code depending on tax type.

procedure UpdateTaxAreaId()

CheckAllowMultiplePostingGroups

Checks if multiple posting groups are allowed and validates that the customer has the required setting enabled.

procedure CheckAllowMultiplePostingGroups()

GetVATRegistrationNo

Gets the customer's VAT registration number.

procedure GetVATRegistrationNo(): Text[20]

Returns

Type	Description
Text[20]	The VAT registration number.

GetShippedOutstandingInvoicesAmountLCY

Obsolete

This element will become obsolete from version 28.0. It is no longer used in GetTotalAmountLCYCommon procedure.

Gets the outstanding amount in LCY for shipped sales invoice lines.

[Obsolete(It is no longer used in GetTotalAmountLCYCommon procedure.,28.0)]
procedure GetShippedOutstandingInvoicesAmountLCY(): Decimal

Returns

Type	Description
Decimal	The outstanding amount in LCY for shipped invoices.

GetShippedFromOrderLCYAmountLCY

Obsolete

This element will become obsolete from version 28.0. It is no longer used in GetTotalAmountLCYCommon procedure.

Gets the shipped but not invoiced amount in LCY from sales orders.

[Obsolete(It is no longer used in GetTotalAmountLCYCommon procedure.,28.0)]
procedure GetShippedFromOrderLCYAmountLCY(): Decimal

Returns

Type	Description
Decimal	The shipped but not invoiced amount in LCY.

GetDefaultLocation

Gets the default location code based on ship-to address, customer location, and user setup.

procedure GetDefaultLocation(): Code[10]

Returns

Type	Description
Code[10]	The resolved location code.

FormatVATRegistrationNo

procedure FormatVATRegistrationNo(VATRegistrationNo: Text; CountryCode: Code[10]): Text

Parameters

Name	Type	Description
VATRegistrationNo	Text
CountryCode	Code[10]

Returns

Type	Description
Text

Events

OnBeforeIsContactUpdateNeeded

Raised before determining if the associated contact needs to be updated.

[IntegrationEvent(False,False)]
local procedure OnBeforeIsContactUpdateNeeded(Customer: Record Customer; xCustomer: Record Customer; var UpdateNeeded: Boolean; ForceUpdateContact: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The current customer record.
xCustomer	Table Microsoft.Sales.Customer.Customer	The previous customer record before changes.
UpdateNeeded	Boolean	Set to true to indicate contact update is needed.
ForceUpdateContact	Boolean	Indicates if contact update is being forced.

OnAfterCopyFromNewCustomerTemplate

Raised after copying field values from a customer template to the customer record.

[IntegrationEvent(False,False)]
local procedure OnAfterCopyFromNewCustomerTemplate(var Customer: Record Customer; CustomerTemplate: Record "Customer Templ.")

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record that received template values.
CustomerTemplate	Table Microsoft.Sales.Customer."Customer Templ."	The customer template that provided the values.

OnAfterDeleteRelatedData

Raised after deleting all related data for the customer.

[IntegrationEvent(False,False)]
local procedure OnAfterDeleteRelatedData(Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record being deleted.

OnAfterGetTopCustomerHeadlineQueryDocumentTypeFilter

Raised after getting the document type filter for the top customer headline query.

[IntegrationEvent(False,False)]
local procedure OnAfterGetTopCustomerHeadlineQueryDocumentTypeFilter(var DocumentTypeFilter: Text)

Parameters

Name	Type	Description
DocumentTypeFilter	Text	The document type filter text to modify.

OnAfterHasAnyOpenOrPostedDocuments

Raised after checking if the customer has any open or posted documents.

[IntegrationEvent(False,False)]
local procedure OnAfterHasAnyOpenOrPostedDocuments(var Customer: Record Customer; var HasAnyDocs: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record being checked.
HasAnyDocs	Boolean	Set to true if additional document types exist.

OnAfterHasAddressIgnoreCountryCode

Raised after checking if the customer has address fields populated (excluding country/region).

[IntegrationEvent(False,False)]
local procedure OnAfterHasAddressIgnoreCountryCode(Customer: Record Customer; var Result: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record being checked.
Result	Boolean	Set to true to indicate address exists.

OnAfterHasDifferentAddress

Raised after comparing the customer's address with another customer.

[IntegrationEvent(False,False)]
local procedure OnAfterHasDifferentAddress(Customer: Record Customer; OtherCustomer: Record Customer; var Result: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record being compared.
OtherCustomer	Table Microsoft.Sales.Customer.Customer	The other customer record to compare against.
Result	Boolean	Set to true if addresses differ.

OnAfterLookupCity

Raised after looking up the city from the post code table.

[IntegrationEvent(False,False)]
local procedure OnAfterLookupCity(var Customer: Record Customer; var PostCodeRec: Record "Post Code")

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
PostCodeRec	Table Microsoft.Foundation.Address."Post Code"	The post code record used in the lookup.

OnAfterLookupPostCode

Raised after looking up the post code.

[IntegrationEvent(False,False)]
local procedure OnAfterLookupPostCode(var Customer: Record Customer; xCustomer: Record Customer; var PostCodeRec: Record "Post Code")

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
xCustomer	Table Microsoft.Sales.Customer.Customer	The previous customer record before changes.
PostCodeRec	Table Microsoft.Foundation.Address."Post Code"	The post code record used in the lookup.

OnAfterOnInsert

Raised after inserting a new customer record.

[IntegrationEvent(False,False)]
local procedure OnAfterOnInsert(var Customer: Record Customer; xCustomer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record that was inserted.
xCustomer	Table Microsoft.Sales.Customer.Customer	The customer record before insertion.

OnAfterSetLastModifiedDateTime

Raised after setting the last modified date and time on the customer record.

[IntegrationEvent(False,False)]
local procedure OnAfterSetLastModifiedDateTime(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with updated timestamp.

OnAfterValidateCity

Raised after validating the city field on the customer record.

[IntegrationEvent(False,False)]
local procedure OnAfterValidateCity(var Customer: Record Customer; xCustomer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record after city validation.
xCustomer	Table Microsoft.Sales.Customer.Customer	The customer record before city validation.

OnAfterValidatePostCode

Raised after validating the post code field on the customer record.

[IntegrationEvent(False,False)]
local procedure OnAfterValidatePostCode(var Customer: Record Customer; xCustomer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record after post code validation.
xCustomer	Table Microsoft.Sales.Customer.Customer	The customer record before post code validation.

OnAfterValidateShortcutDimCode

Raised after validating and saving a shortcut dimension code.

[IntegrationEvent(False,False)]
local procedure OnAfterValidateShortcutDimCode(var Customer: Record Customer; var xCustomer: Record Customer; FieldNumber: Integer; var ShortcutDimCode: Code[20])

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record after dimension validation.
xCustomer	Table Microsoft.Sales.Customer.Customer	The customer record before dimension validation.
FieldNumber	Integer	The dimension field number that was validated.
ShortcutDimCode	Code[20]	The dimension value code that was assigned.

OnAssistEditOnBeforeExit

Raised before exiting the AssistEdit procedure after selecting a number series.

[IntegrationEvent(False,False)]
local procedure OnAssistEditOnBeforeExit(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with the new number series assigned.

OnBeforeCheckBlockedCust

Raised before checking if a customer is blocked for documents or journals.

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckBlockedCust(Customer: Record Customer; Source: Option; DocType: Option; Shipment: Boolean; Transaction: Boolean; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to check.
Source	Option	The source type (Journal or Document).
DocType	Option	The document type being checked.
Shipment	Boolean	Indicates if this is a shipment operation.
Transaction	Boolean	Indicates if this is a posting transaction.
IsHandled	Boolean	Set to true to skip the default blocked check.

OnBeforeCheckBlockedCustOnJnls

Raised before checking if a customer is blocked for journal lines.

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckBlockedCustOnJnls(Customer: Record Customer; var GenJnlLine: Record "Gen. Journal Line"; Transaction: Boolean; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to check.
GenJnlLine	Table Microsoft.Finance.GeneralLedger.Journal."Gen. Journal Line"	The general journal line being validated.
Transaction	Boolean	Indicates if this is a posting transaction.
IsHandled	Boolean	Set to true to skip the default blocked check.

OnBeforeCheckIfOrderSalesLinesExist

Raised before checking if sales order lines exist for the customer.

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckIfOrderSalesLinesExist(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to check.
IsHandled	Boolean	Set to true to skip the default check.

OnBeforeCreateNewCustomer

Raised before creating a new customer record.

[IntegrationEvent(False,False)]
local procedure OnBeforeCreateNewCustomer(CustomerName: Text[100]; ShowCustomerCard: Boolean; var NewCustomerCode: Code[20]; var IsHandled: Boolean)

Parameters

Name	Type	Description
CustomerName	Text[100]	The name for the new customer.
ShowCustomerCard	Boolean	Indicates whether to show the customer card.
NewCustomerCode	Code[20]	Set to the new customer code to override creation.
IsHandled	Boolean	Set to true to skip the default creation logic.

OnBeforeGetCustNoOpenCard

Raised before getting the customer number with card display options.

[IntegrationEvent(False,False)]
local procedure OnBeforeGetCustNoOpenCard(CustomerText: Text; ShowCustomerCard: Boolean; var ShowCreateCustomerOption: Boolean; var CustomerNo: Code[20]; var IsHandled: Boolean)

Parameters

Name	Type	Description
CustomerText	Text	The text to search for.
ShowCustomerCard	Boolean	Indicates whether to show the customer card.
ShowCreateCustomerOption	Boolean	Indicates whether to show the create customer option.
CustomerNo	Code[20]	Set to the customer number to override the lookup.
IsHandled	Boolean	Set to true to skip the default lookup logic.

OnBeforeCalcOverdueBalance

Raised before calculating the overdue balance.

[IntegrationEvent(False,False)]
local procedure OnBeforeCalcOverdueBalance(var Customer: Record Customer; var OverdueBalance: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
OverdueBalance	Decimal	Set to the overdue balance to override the calculation.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeGetInvoicedPrepmtAmountLCY

Raised before getting the invoiced prepayment amount in local currency.

[IntegrationEvent(False,False)]
local procedure OnBeforeGetInvoicedPrepmtAmountLCY(var Customer: Record Customer; var InvoicedPrepmtAmountLCY: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
InvoicedPrepmtAmountLCY	Decimal	Set to the amount to override the calculation.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeGetTotalAmountLCY

Raised before getting the total amount in local currency.

[IntegrationEvent(False,False)]
local procedure OnBeforeGetTotalAmountLCY(var Customer: Record Customer; var TotalAmountLCY: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
TotalAmountLCY	Decimal	Set to the total amount to override the calculation.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeGetTotalAmountLCYUI

Raised before getting the total amount in local currency for UI display.

[IntegrationEvent(False,False)]
local procedure OnBeforeGetTotalAmountLCYUI(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.

OnBeforeGetTotalAmountLCYCommon

Raised before getting the common total amount in local currency calculation.

[IntegrationEvent(False,False)]
local procedure OnBeforeGetTotalAmountLCYCommon(var Customer: Record Customer; var AdditionalAmountLCY: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
AdditionalAmountLCY	Decimal	Set to include additional amounts in the calculation.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeGetSalesLCY

Raised before getting the sales in local currency for the fiscal year.

[IntegrationEvent(False,False)]
local procedure OnBeforeGetSalesLCY(var Customer: Record Customer; var CustomerSalesYTD: Record Customer; var SalesLCY: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
CustomerSalesYTD	Table Microsoft.Sales.Customer.Customer	The customer record for year-to-date sales calculation.
SalesLCY	Decimal	Set to the sales amount to override the calculation.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeInsert

Raised before inserting a new customer record.

[IntegrationEvent(False,False)]
local procedure OnBeforeInsert(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to be inserted.
IsHandled	Boolean	Set to true to skip the default insert logic.

OnBeforeLookupCity

Raised before looking up the city from the post code table.

[IntegrationEvent(False,False)]
local procedure OnBeforeLookupCity(var Customer: Record Customer; var PostCodeRec: Record "Post Code")

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
PostCodeRec	Table Microsoft.Foundation.Address."Post Code"	The post code record for the lookup.

OnBeforeLookupContactList

Raised before looking up the contact list for the customer.

[IntegrationEvent(False,False)]
local procedure OnBeforeLookupContactList(var Customer: Record Customer; var IsHandled: Boolean; FieldNumber: Integer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
IsHandled	Boolean	Set to true to skip the default lookup.
FieldNumber	Integer	The field number that triggered the lookup.

OnBeforeLookupPostCode

Raised before looking up the post code.

[IntegrationEvent(False,False)]
local procedure OnBeforeLookupPostCode(var Customer: Record Customer; var PostCodeRec: Record "Post Code")

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
PostCodeRec	Table Microsoft.Foundation.Address."Post Code"	The post code record for the lookup.

OnBeforeOpenCustomerLedgerEntries

Raised before opening customer ledger entries.

[IntegrationEvent(False,False)]
local procedure OnBeforeOpenCustomerLedgerEntries(var Customer: Record Customer; var DetailedCustLedgEntry: Record "Detailed Cust. Ledg. Entry"; FilterOnDueEntries: Boolean; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
DetailedCustLedgEntry	Table Microsoft.Sales.Receivables."Detailed Cust. Ledg. Entry"	The detailed customer ledger entry record for filtering.
FilterOnDueEntries	Boolean	Indicates whether to filter on due entries.
IsHandled	Boolean	Set to true to skip the default open logic.

OnBeforeOnDelete

Raised before deleting a customer record.

[IntegrationEvent(False,False)]
local procedure OnBeforeOnDelete(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to be deleted.
IsHandled	Boolean	Set to true to skip the default delete logic.

OnBeforeOnRename

Raised before renaming a customer record.

[IntegrationEvent(False,False)]
local procedure OnBeforeOnRename(var Customer: Record Customer; xCustomer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record being renamed.
xCustomer	Table Microsoft.Sales.Customer.Customer	The customer record before renaming.
IsHandled	Boolean	Set to true to skip the default rename logic.

OnBeforeSetDefaultSalesperson

Raised before setting the default salesperson for a new customer.

[IntegrationEvent(False,False)]
local procedure OnBeforeSetDefaultSalesperson(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
IsHandled	Boolean	Set to true to skip the default salesperson assignment.

OnBeforeTestNoSeries

Raised before testing the number series configuration.

[IntegrationEvent(False,False)]
local procedure OnBeforeTestNoSeries(var Customer: Record Customer; xCustomer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
xCustomer	Table Microsoft.Sales.Customer.Customer	The previous customer record.
IsHandled	Boolean	Set to true to skip the default number series test.

OnBeforeUpdateDirectDebitPmtTermsCode

Raised before updating the payment terms code for direct debit.

[IntegrationEvent(False,False)]
local procedure OnBeforeUpdateDirectDebitPmtTermsCode(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
IsHandled	Boolean	Set to true to skip the default update.

OnBeforeValidateCity

Raised before validating the city field.

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateCity(var Customer: Record Customer; var PostCodeRec: Record "Post Code"; CurrentFieldNo: Integer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
PostCodeRec	Table Microsoft.Foundation.Address."Post Code"	The post code record for validation.
CurrentFieldNo	Integer	The current field number being validated.
IsHandled	Boolean	Set to true to skip the default validation.

OnBeforeValidateVATRegistrationNo

Raised before validating the VAT registration number.

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateVATRegistrationNo(var Customer: Record Customer; xCustomer: Record Customer; FieldNumber: Integer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
xCustomer	Table Microsoft.Sales.Customer.Customer	The previous customer record.
FieldNumber	Integer	The field number being validated.
IsHandled	Boolean	Set to true to skip the default validation.

OnBeforeValidatePostCode

Raised before validating the post code field.

[IntegrationEvent(False,False)]
local procedure OnBeforeValidatePostCode(var Customer: Record Customer; var PostCodeRec: Record "Post Code"; CurrentFieldNo: Integer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
PostCodeRec	Table Microsoft.Foundation.Address."Post Code"	The post code record for validation.
CurrentFieldNo	Integer	The current field number being validated.
IsHandled	Boolean	Set to true to skip the default validation.

OnBeforeValidateShortcutDimCode

Raised before validating a shortcut dimension code.

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateShortcutDimCode(var Customer: Record Customer; var xCustomer: Record Customer; FieldNumber: Integer; var ShortcutDimCode: Code[20]; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
xCustomer	Table Microsoft.Sales.Customer.Customer	The previous customer record.
FieldNumber	Integer	The dimension field number.
ShortcutDimCode	Code[20]	The dimension value code to validate.
IsHandled	Boolean	Set to true to skip the default validation.

OnBeforeVATRegistrationValidation

Raised before validating the VAT registration number format and VIES service.

[IntegrationEvent(False,False)]
local procedure OnBeforeVATRegistrationValidation(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
IsHandled	Boolean	Set to true to skip the default VAT validation.

OnGetCustNoOpenCardOnBeforeCustomerFindSet

Raised before the customer find set operation in GetCustNoOpenCard.

[IntegrationEvent(False,False)]
local procedure OnGetCustNoOpenCardOnBeforeCustomerFindSet(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to be searched.

OnGetCustNoOpenCardOnBeforeFilterCustomer

Raised before filtering the customer in GetCustNoOpenCard.

[IntegrationEvent(False,False)]
local procedure OnGetCustNoOpenCardOnBeforeFilterCustomer(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to be filtered.

OnGetCustNoOpenCardOnAfterSetCustomerFilters

Raised after setting customer filters in GetCustNoOpenCard.

[IntegrationEvent(False,False)]
local procedure OnGetCustNoOpenCardOnAfterSetCustomerFilters(var Customer: Record Customer; var CustomerFilterContains: Text)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with filters applied.
CustomerFilterContains	Text	The filter text containing the search criteria.

OnMarkCustomersWithSimilarNameOnBeforeCustomerFindSet

Raised before searching for customers with similar names.

[IntegrationEvent(False,False)]
local procedure OnMarkCustomersWithSimilarNameOnBeforeCustomerFindSet(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record to be searched.

OnBeforeCheckCustomerContactRelation

Raised before checking the customer-contact business relation.

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckCustomerContactRelation(Cont: Record Contact; ContBusRel: Record "Contact Business Relation"; var IsHandled: Boolean)

Parameters

Name	Type	Description
Cont	Table Microsoft.CRM.Contact.Contact	The contact record.
ContBusRel	Table Microsoft.CRM.BusinessRelation."Contact Business Relation"	The contact business relation record.
IsHandled	Boolean	Set to true to skip the default check.

OnBeforeValidateContact

Raised before validating the Contact field.

[IntegrationEvent(True,False)]
local procedure OnBeforeValidateContact(var IsHandled: Boolean; var Customer: Record Customer)

Parameters

Name	Type	Description
IsHandled	Boolean	Set to true to skip the default validation.
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.

OnBeforeValidateEmail

Raised before validating the email address field.

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateEmail(var Customer: Record Customer; var IsHandled: Boolean; xCustomer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
IsHandled	Boolean	Set to true to skip the default validation.
xCustomer	Table Microsoft.Sales.Customer.Customer	The previous customer record.

OnBeforeShowContact

Raised before executing the ShowContact procedure.

[IntegrationEvent(False,False)]
local procedure OnBeforeShowContact(var Customer: Record Customer; var ContactBusinessRelation: Record "Contact Business Relation")

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
ContactBusinessRelation	Table Microsoft.CRM.BusinessRelation."Contact Business Relation"	The customer record.

OnShowContactOnBeforeOpenContactCard

Raised before opening the contact card from ShowContact.

[IntegrationEvent(False,False)]
local procedure OnShowContactOnBeforeOpenContactCard(var Contact: Record Contact; var ContactPageID: Integer)

Parameters

Name	Type	Description
Contact	Table Microsoft.CRM.Contact.Contact	The contact record to display.
ContactPageID	Integer	The page ID to use for displaying the contact.

OnShowContactOnBeforeOpenContactList

Raised before opening the contact list from ShowContact.

[IntegrationEvent(False,False)]
local procedure OnShowContactOnBeforeOpenContactList(var Contact: Record Contact; var ContactPageID: Integer)

Parameters

Name	Type	Description
Contact	Table Microsoft.CRM.Contact.Contact	The contact record for the list.
ContactPageID	Integer	The page ID to use for displaying the contact list.

OnGetCustNoOpenCardOnAfterOnAfterCustomerFilterFromStart

Raised after applying the initial customer filter from start in GetCustNoOpenCard.

[IntegrationEvent(False,False)]
local procedure OnGetCustNoOpenCardOnAfterOnAfterCustomerFilterFromStart(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with the initial filter applied.

OnGetCustNoOpenCardOnBeforeCustomerFindFirst

Raised before the Customer.FindFirst() operation after setting the name filter in GetCustNoOpenCard.

[IntegrationEvent(False,False)]
local procedure OnGetCustNoOpenCardOnBeforeCustomerFindFirst(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with applied filters.
IsHandled	Boolean	Set to true to skip the FindFirst check and continue with alternative search logic.

OnBeforeCustBlockedErrorMessage

Raised before displaying the customer blocked error message.

[IntegrationEvent(False,False)]
local procedure OnBeforeCustBlockedErrorMessage(Cust2: Record Customer; Transaction: Boolean; var IsHandled: Boolean)

Parameters

Name	Type	Description
Cust2	Table Microsoft.Sales.Customer.Customer	The blocked customer record.
Transaction	Boolean	Indicates if this is a posting transaction.
IsHandled	Boolean	Set to true to skip the default error message.

OnBeforeCalcAvailableCreditCommon

Raised before calculating available credit.

[IntegrationEvent(False,False)]
local procedure OnBeforeCalcAvailableCreditCommon(var Rec: Record Customer; CalledFromUI: Boolean; var CreditLimitLCY: Decimal; var Result: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Rec	Table Microsoft.Sales.Customer.Customer	The customer record.
CalledFromUI	Boolean	Indicates if called from UI context.
CreditLimitLCY	Decimal	The credit limit in local currency to use.
Result	Decimal	Set to the result to override the calculation.
IsHandled	Boolean	Set to true to skip the default calculation.

OnGetBalanceAsVendorOnBeforeCalcBalance

Raised before calculating the balance from the linked vendor.

[IntegrationEvent(False,False)]
local procedure OnGetBalanceAsVendorOnBeforeCalcBalance(var Vendor: Record Vendor)

Parameters

Name	Type	Description
Vendor	Table Microsoft.Purchases.Vendor.Vendor	The linked vendor record.

OnBeforeValidateRegistrationNumber

Raised before validating the registration number.

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateRegistrationNumber(var Customer: Record Customer; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
IsHandled	Boolean	Set to true to skip the default validation.

OnBeforeCheckAllowMultiplePostingGroups

Raised before checking if multiple posting groups are allowed.

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckAllowMultiplePostingGroups(var IsHandled: Boolean)

Parameters

Name	Type	Description
IsHandled	Boolean	Set to true to skip the default check.

OnGetCustNoOpenCardOnAfterMarkCustomersWithSimilarName

Raised after marking customers with similar names in GetCustNoOpenCard.

[IntegrationEvent(False,False)]
local procedure OnGetCustNoOpenCardOnAfterMarkCustomersWithSimilarName(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with marked similar names.

OnGetTotalAmountLCYOnAfterCalcFields

Raised after calculating fields in GetTotalAmountLCY.

[IntegrationEvent(False,False)]
local procedure OnGetTotalAmountLCYOnAfterCalcFields(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with calculated fields.

OnGetTotalAmountLCYUIOnAfterSetAutoCalcFields

Raised after setting auto-calculated fields in GetTotalAmountLCYUI.

[IntegrationEvent(False,False)]
local procedure OnGetTotalAmountLCYUIOnAfterSetAutoCalcFields(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with auto-calculated fields set.

OnAfterGetTotalAmountLCYCommon

Raised after calculating the common total amount in local currency.

[IntegrationEvent(False,False)]
local procedure OnAfterGetTotalAmountLCYCommon(var Customer: Record Customer; var TotalAmountLCY: Decimal)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
TotalAmountLCY	Decimal	The calculated total amount that can be modified.

OnAfterGetVATRegistrationNo

Raised after getting the VAT registration number.

[IntegrationEvent(False,False)]
local procedure OnAfterGetVATRegistrationNo(var Customer: Record Customer; var VATRegNo: Text[20])

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
VATRegNo	Text[20]	The VAT registration number that can be modified.

See also

• Table