--- id: object/codeunit/1302 type: object title: Codeunit 1302 "Customer Mgt." summary: Codeunit 1302 "Customer Mgt." in Base Application (Microsoft.Sales.Customer). 25 public procedures, 7 events. Present since at least BC23, still in BC30, changed in BC24-25, BC27. tier: official language: en tags: - codeunit - base application versions: introduced: null last_changed: "27" deprecated: null review: state: derived by: null at: null flags: [] generated: at: "2026-10-11T00:31:51.816Z" pipeline: 0.2.0 prompts: {} input_hash: fa943ca97308819efe02b1172f63f1ea7b59225c6f51e525949b447ce594ada3 evidence: - kind: code url: https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Sales/Customer/CustomerMgt.Codeunit.al title: src/Layers/W1/BaseApp/Sales/Customer/CustomerMgt.Codeunit.al (releases/29.x) date: null commit: ea08af5ef2d6a9b5c5af4a029288abbe2c883220 t: null quote: null links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] object_type: codeunit object_id: 1302 name: Customer Mgt. namespace: Microsoft.Sales.Customer app: Base Application extends: null first_version: "23" last_version: "30" present_in: - "23" - "24" - "25" - "26" - "27" - "28" - "29" - "30" changed_in: - "24" - "25" - "27" source_major: "29" obsolete: null countries: [] ms_search_form_ids: [] counts: fields: 0 procedures: 37 events: 7 subscribers: 0 relations: out: 0 referenced_by: 0 pages: 0 extended_by: 0 event_subscribers: 0 calls: 10 called_by: 9 implements: 0 --- # Codeunit 1302 "Customer Mgt." > Codeunit 1302 "Customer Mgt." in Base Application (Microsoft.Sales.Customer). 25 public procedures, 7 events. Present since at least BC23, still in BC30, changed in BC24-25, BC27. Base Application · Microsoft.Sales.Customer · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Sales/Customer/CustomerMgt.Codeunit.al) · facts from BC29 ## Events published - `OnAfterSetFilterForPostedDocs(var CustLedgEntry: Record "Cust. Ledger Entry")` (integration): Raised after setting filters for posted customer ledger entries. - `OnAfterSetFilterForUnpostedLines(var SalesLine: Record "Sales Line")` (integration): Raised after setting filters for unposted sales lines. - `OnBeforeGetTotalSales(CustNo: Code[20]; var Result: Decimal; var IsHandled: Boolean)` (integration): Raised before calculating the total sales for a customer. - `SkipSettingFilter(var SkipSetFilter: Boolean)` (integration): Raised to allow skipping the date filter setting for current year calculations. - `OnAfterCalculateShipBillToOptions(var ShipToOptions: Enum "Sales Ship-to Options"; var BillToOptions: Enum "Sales Bill-to Options"; SalesHeader: Record "Sales Header")` (integration): Raised after calculating the ship-to and bill-to options for a sales header. - `OnBeforeSearchForExternalDocNo(var OriginalSalesHeader: Record "Sales Header"; var ResultFound: Boolean; var IsHandled: Boolean)` (integration): Raised before searching for duplicate external document numbers. - `OnBeforeCalculateStatisticsWithCurrentCustomerValues(var Customer: Record Customer; var AdjmtCostLCY: Decimal; var AdjCustProfit: Decimal; var AdjProfitPct: Decimal; var CustInvDiscAmountLCY: Decimal; var CustPaymentsLCY: Decimal; var CustSalesLCY: Decimal; var CustProfit: Decimal; var IsHandled: Boolean)` (integration): Raised before calculating customer statistics using current customer field values. ## Procedures - `CalculatePaymentStats(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text])`: Calculates payment statistics for a customer including average days to pay, late payment counts, and overdue invoices. - `CalcLastPaymentInfo(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text])`: Retrieves the last payment information for a customer including date, amount, and whether it was paid on time. - `CalcNumberOfDistinctItemsSold(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text])`: Calculates the number of distinct items that have been sold to a customer. - `CalculateInteractionStats(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text])`: Calculates interaction statistics for a customer including total count, last interaction date, and most frequent type. - `CalculateStatistic(Customer: Record Customer; var AdjmtCostLCY: Decimal; var AdjCustProfit: Decimal; var AdjProfitPct: Decimal; var CustInvDiscAmountLCY: Decimal; var CustPaymentsLCY: Decimal; var CustSalesLCY: Decimal; var CustProfit: Decimal)`: Calculates customer statistics including sales, profit, and cost adjustments for the current fiscal year. - `CalculateStatisticsWithCurrentCustomerValues(var Customer: Record Customer; var AdjmtCostLCY: Decimal; var AdjCustProfit: Decimal; var AdjProfitPct: Decimal; var CustInvDiscAmountLCY: Decimal; var CustPaymentsLCY: Decimal; var CustSalesLCY: Decimal; var CustProfit: Decimal)`: Calculates customer statistics using current customer field values without applying date filters. - `CalcAmountsOnPostedInvoices(CustNo: Code[20]; var RecCount: Integer): Decimal`: Calculates the total sales amount on posted invoices for a customer within the current year. - `CalcAmountsOnPostedCrMemos(CustNo: Code[20]; var RecCount: Integer): Decimal`: Calculates the total sales amount on posted credit memos for a customer within the current year. - `CalcAmountsOnOrders(CustNo: Code[20]; var RecCount: Integer): Decimal`: Calculates the total outstanding amount on sales orders for a customer. - `CalcAmountsOnQuotes(CustNo: Code[20]; var RecCount: Integer): Decimal`: Calculates the total outstanding amount on sales quotes for a customer. - `CalculateAmountsWithVATOnUnpostedDocuments(CustNo: Code[20]): Decimal`: Calculates the total outstanding amount including VAT on unposted invoices and credit memos for a customer. - `CalculateAmountsOnUnpostedInvoices(CustNo: Code[20]; var RecCount: Integer): Decimal`: Calculates the total outstanding amount on unposted sales invoices for a customer. - `CalculateAmountsOnUnpostedCrMemos(CustNo: Code[20]; var RecCount: Integer): Decimal`: Calculates the total outstanding amount on unposted sales credit memos for a customer. - `DrillDownOnPostedInvoices(CustNo: Code[20])`: Opens the Posted Sales Invoices page filtered for the specified customer within the current year. - `DrillDownOnPostedCrMemo(CustNo: Code[20])`: Opens the Posted Sales Credit Memos page filtered for the specified customer within the current year. - `DrillDownOnOrders(CustNo: Code[20])`: Opens the Sales Order List page filtered for the specified customer. - `DrillDownOnQuotes(CustNo: Code[20])`: Opens the Sales Quotes page filtered for the specified customer. - `DrillDownMoneyOwedExpected(CustNo: Code[20])`: Opens the Sales List page showing unposted invoices and credit memos for the specified customer. - `DrillDownOnUnpostedInvoices(CustNo: Code[20])`: Opens the Sales Invoice List page filtered for unposted invoices of the specified customer. - `DrillDownOnUnpostedCrMemos(CustNo: Code[20])`: Opens the Sales Credit Memos page filtered for unposted credit memos of the specified customer. - `GetCurrentYearFilter(): Text[30]`: Retrieves the date filter for the current fiscal year or accounting period. - `GetTotalSales(CustNo: Code[20]): Decimal`: Calculates the total sales for a customer including posted and outstanding invoices and credit memos. - `GetYTDSales(CustNo: Code[20]): Decimal`: Calculates the year-to-date sales for a customer using fiscal year totals. - `SearchForExternalDocNo(var OriginalSalesHeader: Record "Sales Header"): Boolean`: Searches for duplicate external document numbers in sales documents and posted documents. - `CalculateShipBillToOptions(var ShipToOptions: Enum "Sales Ship-to Options"; var BillToOptions: Enum "Sales Bill-to Options"; var SalesHeader: Record "Sales Header")`: Calculates the ship-to and bill-to options based on the sales header address information. Plus 5 local procedures. ## Triggers OnRun ## Calls From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an `Object::"Name"` argument. Interface dispatch and calls through events are not counted, so the list is not complete. - [Codeunit 32 "Customer Card Calculations"](../codeunit/32.md) (14 calls: `CalcLastPaymentInfo → GetLastPaymentAmountLabel`, `CalcLastPaymentInfo → GetLastPaymentDateLabel`, `CalcLastPaymentInfo → GetLastPaymentOnTimeLabel`, …) - [Codeunit 358 "DateFilter-Calc"](../codeunit/358.md) (2 calls: `GetCurrentYearFilter → CreateAccountingPeriodFilter`, `GetCurrentYearFilter → CreateFiscalYearFilter`) - [Codeunit 5836 "Cost Calculation Management"](../codeunit/5836.md) (2 calls: `CalculateStatisticsWithCurrentCustomerValues → CalcCustActualCostLCY`, `CalculateStatisticsWithCurrentCustomerValues → NonInvtblCostAmt`) - [Page 45 "Sales List"](../page/45.md) (1 call: `DrillDownMoneyOwedExpected → (object)`) - [Page 9300 "Sales Quotes"](../page/9300.md) (1 call: `DrillDownOnQuotes → (object)`) - [Page 9301 "Sales Invoice List"](../page/9301.md) (1 call: `DrillDownOnUnpostedInvoices → (object)`) - [Page 9302 "Sales Credit Memos"](../page/9302.md) (1 call: `DrillDownOnUnpostedCrMemos → (object)`) - [Page 9305 "Sales Order List"](../page/9305.md) (1 call: `DrillDownOnOrders → (object)`) - [Query 2460 "Posted Sales Invoices"](../query/2460.md) (1 call: `DrillDownOnPostedInvoices → (object)`) - [Query 2461 "Posted Sales Credit Memos"](../query/2461.md) (1 call: `DrillDownOnPostedCrMemo → (object)`) ## Called by - [Codeunit 32 "Customer Card Calculations"](../codeunit/32.md) (9 calls: `OnRun → CalcAmountsOnPostedCrMemos`, `OnRun → CalcAmountsOnPostedInvoices`, `OnRun → CalcNumberOfDistinctItemsSold`, …) - [Page 21 "Customer Card"](../page/21.md) (3 calls: `OnAfterGetCurrRecordFuncOData → CalculateStatistic`, `OpenCurrFiscalYearCustLedgerEntries → GetCurrentYearFilter`, `OpenCurrFiscalYearDetailedCustLedgerEntries → GetCurrentYearFilter`) - [Page 1611 "Office Customer Details"](../page/1611.md) (2 calls: `GetTotalSales → GetTotalSales`, `GetYTDSales → GetYTDSales`) - [Codeunit 9082 "Calculate Customer Stats."](../codeunit/9082.md) (1 call: `CalcLastPaymentDate → CalcLastPaymentInfo`) - [Page 41 "Sales Quote"](../page/41.md) (1 call: `UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions`) - [Page 42 "Sales Order"](../page/42.md) (1 call: `UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions`) - [Page 43 "Sales Invoice"](../page/43.md) (1 call: `UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions`) - [Page 507 "Blanket Sales Order"](../page/507.md) (1 call: `UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions`) - [Table 36 "Sales Header"](../table/36.md) (1 call: `FindDocumentWithSameExternalDocNo → SearchForExternalDocNo`) ## Across versions - Present in: BC23-30 - Changed (declaration) in: BC24-25, BC27 Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10). ## Ask your agent Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "codeunit", object_name: "Customer Mgt.")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.