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---

# Page 21 "Customer Card"

> Page 21 "Customer Card" in Base Application (Microsoft.Sales.Customer). 2 public procedures, 8 events. Present since at least BC23, still in BC30, changed in BC24-27.

Base Application · Microsoft.Sales.Customer · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Sales/Customer/CustomerCard.Page.al) · facts from BC29

## Properties

| Property | Value |
|---|---|
| Caption | Customer Card |
| SourceTable | Customer |
| PageType | Card |

## Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control's own, else the bound field's (marked).

| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | No. | [No.](../table/18.md#fields) | Specifies the number of the customer. The field is either filled automatically from a defined number series, or you enter the number manually because you have enabled manual number entry in the number-series setup. <small>from the table field</small> |
|  | Name | [Name](../table/18.md#fields) | Specifies the customer's name that appears on all related documents. For companies, specify the company's name here, and then add the relevant people as contacts that you link to this customer. <small>from the table field</small> |
|  | Name 2 | [Name 2](../table/18.md#fields) | Specifies an additional part of the name. <small>from the table field</small> |
|  | Search Name | [Search Name](../table/18.md#fields) | Specifies an alternate name that you can use to search for a customer. <small>from the table field</small> |
|  | IC Partner Code | [IC Partner Code](../table/18.md#fields) | Specifies the customer's intercompany partner code. <small>from the table field</small> |
|  | Balance (LCY) | [Balance (LCY)](../table/18.md#fields) | Specifies the total amount the customer owes you, or you owe them, based on all sales and credits for the customer. A positive amount means they owe you, and a negative amount means you owe them. The amount isn't necessarily due today though. The customer's payment terms determine due dates. Select ... <small>from the table field</small> |
|  | Balance (LCY) As Vendor | `BalanceAsVendor` | Specifies the amount that you owe to this company. This is relevant when your customer is also your vendor. Customer and vendor are linked together through their contact record. Using customer's contact record you can create linked vendor or link contact with existing vendor to enable calculation of... |
|  | Balance Due (LCY) | [Balance Due (LCY)](../table/18.md#fields) | Specifies the total amount that's due from the customer as of today. Consider using reminders to minimize late payments and optimize cashflow. <small>from the table field</small> |
|  | Credit Limit (LCY) | [Credit Limit (LCY)](../table/18.md#fields) | Specifies the maximum amount of credit that you extend to the customer for their purchases before you issue warnings. The value 0 represents unlimited credit. <small>from the table field</small> |
|  | Blocked | [Blocked](../table/18.md#fields) | Specifies which transactions with the customer that cannot be processed, for example, because the customer is insolvent. <small>from the table field</small> |
|  | Privacy Blocked | [Privacy Blocked](../table/18.md#fields) | Specifies whether to limit access to data for the data subject during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review. <small>from the table field</small> |
|  | Salesperson Code | [Salesperson Code](../table/18.md#fields) | Specifies a code for the salesperson who normally handles this customer's account. <small>from the table field</small> |
|  | Responsibility Center | [Responsibility Center](../table/18.md#fields) | Specifies the code for the responsibility center that will administer this customer by default. <small>from the table field</small> |
|  | Document Sending Profile | [Document Sending Profile](../table/18.md#fields) | Specifies the preferred method of sending documents to this customer, so that you do not have to select a sending option every time that you post and send a document to the customer. Sales documents to this customer will be sent using the specified sending profile and will override the default docum... <small>from the table field</small> |
|  | Total Sales - Fiscal Year | `CustSalesLCY` | Specifies your total sales turnover with the customer in the current fiscal year. It is calculated from amounts excluding VAT on all completed and open invoices and credit memos. |
|  | Costs (LCY) | `CustSalesLCY - CustProfit - AdjmtCostLCY` | Specifies how much cost you have incurred from the customer in the current fiscal year. |
|  | Profit (LCY) | `AdjCustProfit` | Specifies how much profit you have made from the customer in the current fiscal year. |
|  | Profit % | `AdjProfitPct` | Specifies how much profit you have made from the customer in the current fiscal year, expressed as a percentage of the customer's total sales. |
|  | Last Date Modified | [Last Date Modified](../table/18.md#fields) | Specifies when the customer card was last modified. <small>from the table field</small> |
|  | Disable Search by Name | [Disable Search by Name](../table/18.md#fields) | Specifies that you can change the customer name on open sales documents. The change applies only to the documents. <small>from the table field</small> |
|  | Priority | [Priority](../table/18.md#fields) | Specifies a number that corresponds to the priority you give the customer. The higher the number, the higher the priority. <small>from the table field</small> |
|  | Statistics Group | [Statistics Group](../table/18.md#fields) | Specifies the statistics group. <small>from the table field</small> |
| Address | Address | [Address](../table/18.md#fields) | Specifies the customer's address. This address will appear on all sales documents for the customer. <small>from the table field</small> |
|  | Address 2 | [Address 2](../table/18.md#fields) | Specifies additional address information. <small>from the table field</small> |
|  | Country/Region Code | [Country/Region Code](../table/18.md#fields) | Specifies the country/region of the address. <small>from the table field</small> |
|  | City | [City](../table/18.md#fields) | Specifies the customer's city. <small>from the table field</small> |
| Control10 | County | [County](../table/18.md#fields) | Specifies the state, province or county as a part of the address. <small>from the table field</small> |
| Address | Post Code | [Post Code](../table/18.md#fields) | Specifies the post code. <small>from the table field</small> |
|  | ShowMap | `ShowMapLbl` | Specifies the customer's address on your preferred map website. |
| Address Contact | Phone No. | [Phone No.](../table/18.md#fields) | Specifies the customer's telephone number. <small>from the table field</small> |
|  | MobilePhoneNo | [Mobile Phone No.](../table/18.md#fields) | Specifies the customer's mobile telephone number. <small>from the table field</small> |
|  | E-Mail | [E-Mail](../table/18.md#fields) | Specifies the customer's email address. <small>from the table field</small> |
|  | Fax No. | [Fax No.](../table/18.md#fields) | Specifies the customer's fax number. <small>from the table field</small> |
|  | Home Page | [Home Page](../table/18.md#fields) | Specifies the customer's home page address. <small>from the table field</small> |
|  | Language Code | [Language Code](../table/18.md#fields) | Specifies the language that is used when translating specified text on documents to foreign business partner, such as an item description on an order confirmation. <small>from the table field</small> |
|  | Format Region | [Format Region](../table/18.md#fields) | Specifies the Format Region to be used on printouts for this customer. <small>from the table field</small> |
| Contact | Contact Code | [Primary Contact No.](../table/18.md#fields) | Specifies the contact number for the customer. <small>from the table field</small> |
|  | Contact Name | [Contact](../table/18.md#fields) | Specifies the name of the person you regularly contact when you do business with this customer. <small>from the table field</small> |
| Invoicing | Bill-to Customer | [Bill-to Customer No.](../table/18.md#fields) | Specifies a different customer who will be invoiced for products that you sell to the customer in the Name field on the customer card. <small>from the table field</small> |
|  | VAT Registration No. | [VAT Registration No.](../table/18.md#fields) | Specifies the customer's VAT registration number for customers in EU countries/regions. <small>from the table field</small> |
|  | EORI Number | [EORI Number](../table/18.md#fields) | Specifies the Economic Operators Registration and Identification number that is used when you exchange information with the customs authorities due to trade into or out of the European Union. <small>from the table field</small> |
|  | GLN | [GLN](../table/18.md#fields) | Specifies the customer in connection with electronic document sending. <small>from the table field</small> |
|  | Use GLN in Electronic Document | [Use GLN in Electronic Document](../table/18.md#fields) | Specifies whether the GLN is used in electronic documents as a party identification number. <small>from the table field</small> |
|  | Copy Sell-to Addr. to Qte From | [Copy Sell-to Addr. to Qte From](../table/18.md#fields) | Specifies which customer address is inserted on sales quotes that you create for the customer. <small>from the table field</small> |
|  | Tax Liable | [Tax Liable](../table/18.md#fields) | Specifies if the customer or vendor is liable for sales tax. <small>from the table field</small> |
|  | Tax Area Code | [Tax Area Code](../table/18.md#fields) | Specifies the tax area that is used to calculate and post sales tax. <small>from the table field</small> |
|  | Registration Number | [Registration Number](../table/18.md#fields) | Specifies the registration number of the customer. You can enter a maximum of 20 characters, both numbers and letters. <small>from the table field</small> |
| Posting Details | Gen. Bus. Posting Group | [Gen. Bus. Posting Group](../table/18.md#fields) | Specifies the customer's trade type to link transactions made for this customer with the appropriate general ledger account according to the general posting setup. <small>from the table field</small> |
|  | VAT Bus. Posting Group | [VAT Bus. Posting Group](../table/18.md#fields) | Specifies the customer's VAT specification to link transactions made for this customer to. <small>from the table field</small> |
|  | Customer Posting Group | [Customer Posting Group](../table/18.md#fields) | Specifies the customer's market type to link business transactions to. <small>from the table field</small> |
|  | Allow Multiple Posting Groups | [Allow Multiple Posting Groups](../table/18.md#fields) | Specifies if multiple posting groups can be used for posting business transactions for this customer. <small>from the table field</small> |
| Prices and Discounts | Currency Code | [Currency Code](../table/18.md#fields) | Specifies the default currency for the customer. <small>from the table field</small> |
|  | Price Calculation Method | [Price Calculation Method](../table/18.md#fields) | Specifies the default price calculation method. <small>from the table field</small> |
|  | Customer Price Group | [Customer Price Group](../table/18.md#fields) | Specifies the customer price group code, which you can use to set up special sales prices in the Sales Prices window. <small>from the table field</small> |
|  | Customer Disc. Group | [Customer Disc. Group](../table/18.md#fields) | Specifies the customer discount group code, which you can use as a criterion to set up special discounts in the Sales Line Discounts window. <small>from the table field</small> |
|  | Allow Line Disc. | [Allow Line Disc.](../table/18.md#fields) | Specifies if a sales line discount is calculated when a special sales price is offered according to setup in the Sales Prices window. <small>from the table field</small> |
|  | Invoice Disc. Code | [Invoice Disc. Code](../table/18.md#fields) | Specifies a code for the invoice discount terms that you have defined for the customer. <small>from the table field</small> |
|  | Prices Including VAT | [Prices Including VAT](../table/18.md#fields) | Specifies if the Unit Price and Line Amount fields on document lines should be shown with or without VAT. <small>from the table field</small> |
| Payments | Prepayment % | [Prepayment %](../table/18.md#fields) | Specifies a prepayment percentage that applies to all orders for this customer, regardless of the items or services on the order lines. <small>from the table field</small> |
|  | Application Method | [Application Method](../table/18.md#fields) | Specifies how to apply payments to entries for this customer. <small>from the table field</small> |
|  | Partner Type | [Partner Type](../table/18.md#fields) | Specifies for direct debit collections if the customer that the payment is collected from is a person or a company. <small>from the table field</small> |
|  | Intrastat Partner Type | [Intrastat Partner Type](../table/18.md#fields) | Specifies for Intrastat reporting if the customer is a person or a company. <small>from the table field</small> |
|  | Payment Terms Code | [Payment Terms Code](../table/18.md#fields) | Specifies a code that indicates the payment terms that you require of the customer. <small>from the table field</small> |
|  | Payment Method Code | [Payment Method Code](../table/18.md#fields) | Specifies how the customer usually submits payment, such as bank transfer or check. <small>from the table field</small> |
|  | Reminder Terms Code | [Reminder Terms Code](../table/18.md#fields) | Specifies how reminders about late payments are handled for this customer. <small>from the table field</small> |
|  | Fin. Charge Terms Code | [Fin. Charge Terms Code](../table/18.md#fields) | Specifies the code for the involved finance charges in case of late payment. <small>from the table field</small> |
|  | Cash Flow Payment Terms Code | [Cash Flow Payment Terms Code](../table/18.md#fields) | Specifies a payment term that will be used to calculate cash flow for the customer. <small>from the table field</small> |
|  | Print Statements | [Print Statements](../table/18.md#fields) | Specifies whether to include this customer when you print the Statement report. <small>from the table field</small> |
|  | Last Statement No. | [Last Statement No.](../table/18.md#fields) | Specifies the number of the last statement that was printed for this customer. <small>from the table field</small> |
|  | Block Payment Tolerance | [Block Payment Tolerance](../table/18.md#fields) | Specifies that the customer is not allowed a payment tolerance. <small>from the table field</small> |
|  | Preferred Bank Account Code | [Preferred Bank Account Code](../table/18.md#fields) | Specifies the customer's bank account that will be used by default when you process refunds to the customer and direct debit collections. <small>from the table field</small> |
|  | Exclude from Pmt. Practices | [Exclude from Pmt. Practices](../table/18.md#fields) | Specifies that the customer must be excluded from Payment Practices calculations. <small>from the table field</small> |
| Shipping | Ship-to Code | [Ship-to Code](../table/18.md#fields) | Specifies the code for another shipment address than the customer's own address, which is entered by default. <small>from the table field</small> |
|  | Location Code | [Location Code](../table/18.md#fields) | Specifies from which location sales to this customer will be processed by default. <small>from the table field</small> |
|  | Combine Shipments | [Combine Shipments](../table/18.md#fields) | Specifies if several orders delivered to the customer can appear on the same sales invoice. <small>from the table field</small> |
|  | Reserve | [Reserve](../table/18.md#fields) | Specifies whether items will never, automatically (Always), or optionally be reserved for this customer. Optional means that you must manually reserve items for this customer. <small>from the table field</small> |
|  | Shipping Advice | [Shipping Advice](../table/18.md#fields) | Specifies if the customer accepts partial shipment of orders. <small>from the table field</small> |
| Shipment Method | Code | [Shipment Method Code](../table/18.md#fields) | Specifies which shipment method to use when you ship items to the customer. <small>from the table field</small> |
|  | Agent | [Shipping Agent Code](../table/18.md#fields) | Specifies which shipping company is used when you ship items to the customer. <small>from the table field</small> |
|  | Agent Service | [Shipping Agent Service Code](../table/18.md#fields) | Specifies the code for the shipping agent service to use for this customer. <small>from the table field</small> |
| Shipping | Shipping Time | [Shipping Time](../table/18.md#fields) | Specifies how long it takes from when the items are shipped from the warehouse to when they are delivered. <small>from the table field</small> |
|  | Base Calendar Code | [Base Calendar Code](../table/18.md#fields) | Specifies a customizable calendar for shipment planning that holds the customer's working days and holidays. <small>from the table field</small> |
|  | Customized Calendar | `Format(HasCustomBaseCalendar())` | Specifies that you have set up a customized version of a base calendar. |
| General | Customer Since | [First Transaction Date](../table/18.md#fields) | Specifies the date when the first transaction with the customer was recorded. |
|  | Days Since Last Sale | `DaysSinceLastSale` | Specifies the number of days since you last had a sale to the customer. |
|  | Distinct Items Sold | `DistinctItemsSold` | Specifies the number of distinct items that you have sold to the customer in the current fiscal year. |
| Balance | Money Owed - Current | [Balance (LCY)](../table/18.md#fields) | Specifies the total amount the customer owes you, or you owe them, based on all sales and credits for the customer. A positive amount means they owe you, and a negative amount means you owe them. The amount isn't necessarily due today though. The customer's payment terms determine due dates. Select ... <small>from the table field</small> |
|  | Money Owed - Expected | `ExpectedMoneyOwed` | Specifies the payment amount that the customer will owe when ongoing sales invoices and credit memos are completed. The value is calculated asynchronously so there might be a delay in updating this field. |
|  | Money Owed - Total | `TotalMoneyOwed` | Specifies the payment amount that the customer owes for completed sales plus sales that are still ongoing. The value is calculated asynchronously so there might be a delay in updating this field. |
|  | Credit Limit | [Credit Limit (LCY)](../table/18.md#fields) | Specifies the maximum amount of credit that you extend to the customer for their purchases before you issue warnings. The value 0 represents unlimited credit. <small>from the table field</small> |
|  | Usage Of Credit Limit | `Rec.CalcCreditLimitLCYExpendedPct()` | Specifies how much of the customer's payment balance consists of credit. |
| Payments | Balance Due | `OverdueBalance` | Specifies the sum of outstanding payments from the customer. |
|  | Payments (LCY) | `CustPaymentsLCY` | Specifies the sum of payments received from the customer in the current fiscal year. Current fiscal year is determined by the system date. The value shown here is calculated asynchronously so there might be a delay in updating this field. |
|  | Average Collection Period (Days) | `AvgDaysToPay` | Specifies how long the customer typically takes to pay invoices in the current fiscal year. The value is calculated asynchronously so there might be a delay in updating this field. |
|  | Average Late Payments (Days) | `DaysPastDueDate` | Specifies the average number of days the customer is late with payments. The value is calculated asynchronously so there might be a delay in updating this field. |
|  | Invoices Paid Late | `PaidLateCount` | Specifies the number of invoices that were paid late by the customer in the current fiscal year. |
|  | Invoices Paid On Time | `PaidOnTimeCount` | Specifies the number of invoices that were paid on time by the customer in the current fiscal year. |
|  | Percent Paid Late | `PercentPaidLate` | Specifies the percentage of invoices that were paid late by the customer in the current fiscal year. |
|  | Overdue Payments Count | `OverdueCount` | Specifies the number of overdue payments for the customer in the current fiscal year. |
|  | Last Payment Receipt Date | `LastPaymentDate` | Specifies the date of the last payment received from the customer. |
|  | Last Payment Amount | `LastPaymentAmount` | Specifies the amount of the last payment received from the customer. |
|  | Last Payment On Time | `LastPaymentOnTime` | Specifies whether the last payment was applied before the due date. |
| Sales This Year | AmountOnPostedInvoices | `AmountOnPostedInvoices` | Specifies your sales to the customer in the current fiscal year based on posted sales invoices. The figure in parenthesis Specifies the number of posted sales invoices. |
|  | AmountOnCrMemo | `AmountOnPostedCrMemos` | Specifies your expected refunds to the customer in the current fiscal year based on posted sales credit memos. The figure in parenthesis shows the number of posted sales credit memos. |
|  | AmountOnOutstandingInvoices | `AmountOnOutstandingInvoices` | Specifies your expected sales to the customer in the current fiscal year based on ongoing sales invoices. The figure in parenthesis shows the number of ongoing sales invoices. |
|  | AmountOnOutstandingCrMemos | `AmountOnOutstandingCrMemos` | Specifies your refunds to the customer in the current fiscal year based on ongoing sales credit memos. The figure in parenthesis shows the number of ongoing sales credit memos. |
|  | Total Sales | `Totals` | Specifies your total sales turnover with the customer in the current fiscal year. It is calculated from amounts excluding VAT on all completed and open invoices and credit memos. |
|  | Invoice Discounts | `CustInvDiscAmountLCY` | Specifies the total of all invoice discounts that you have granted to the customer in the current fiscal year. |
| Interactions | Interactions | `InteractionCount` | Specifies the number of interactions that you have had with the customer in the current fiscal year. |
|  | Last Interaction Date | `LastInteractionDate` | Specifies the date when you last had an interaction with the customer. |
|  | Last Interaction Type | `LastInteractionType` | Specifies the type of the last interaction that you had with the customer. |
|  | Most Frequent Interaction Type | `MostFrequentInteractionType` | Specifies the type of interaction that you have most frequently with the customer in the current fiscal year. |
| Statistics | AgedAccReceivableChart | part [Page 768 "Aged Acc. Receivable Chart"](../page/768.md) | — |
| FactBoxes | Control149 | part [Page 785 "Customer Picture"](../page/785.md) | — |
|  | Documents | part [Page 1178 "Doc. Attachment List Factbox"](../page/1178.md) | — |
|  | Details | part [Page 1611 "Office Customer Details"](../page/1611.md) | — |
|  | AgedAccReceivableChart2 | part [Page 768 "Aged Acc. Receivable Chart"](../page/768.md) | — |
|  | Control39 | part [Page 5360 "CRM Statistics FactBox"](../page/5360.md) | — |
|  | SalesHistSelltoFactBox | part [Page 9080 "Sales Hist. Sell-to FactBox"](../page/9080.md) | — |
|  | SalesHistBilltoFactBox | part [Page 9081 "Sales Hist. Bill-to FactBox"](../page/9081.md) | — |
|  | CustomerStatisticsFactBox | part [Page 9082 "Customer Statistics FactBox"](../page/9082.md) | — |
|  | Control1905532107 | part [Page 9083 "Dimensions FactBox"](../page/9083.md) | — |
|  | WorkflowStatus | part [Page 1528 "Workflow Status FactBox"](../page/1528.md) | — |

## Actions

| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Customer | Dimensions | View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. | [Page 540 "Default Dimensions"](../page/540.md) |
|  | Bank Accounts | View or set up the customer's bank accounts. You can set up any number of bank accounts for each customer. | [Page 424 "Customer Bank Account List"](../page/424.md) |
|  | Direct Debit Mandates | View the direct-debit mandates that reflect agreements with customers to collect invoice payments from their bank account. | [Page 1230 "SEPA Direct Debit Mandates"](../page/1230.md) |
|  | Ship-to Addresses | View or edit alternate shipping addresses where the customer wants items delivered if different from the regular address. | [Page 301 "Ship-to Address List"](../page/301.md) |
|  | Alternative VAT Registration | View or set up an alternative VAT registration number for the customer. | [Page 212 "Alt. Cust. VAT Reg."](../page/212.md) |
|  | Contact | View or edit detailed information about the contact person at the customer. |  |
|  | Item References | Set up the customer's own identification of items that you sell to the customer. Item references to the customer's item number means that the item number is automatically shown on sales documents instead of the number that you use. | [Page 5736 "Item References"](../page/5736.md) |
|  | Comments | View or add comments for the record. | [Page 124 "Comment Sheet"](../page/124.md) |
|  | Approvals | View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved. |  |
|  | Attachments | Add a file as an attachment. You can attach images as well as documents. |  |
|  | Document Layouts | Set up a layout for different types of documents such as invoices, quotes, and credit memos. |  |
| Dataverse | Account | Open the coupled Dataverse account. |  |
|  | Synchronize | Send or get updated data to or from Dataverse. |  |
|  | Update Account Statistics | Send customer statistics data to Dataverse to update the Account Statistics FactBox. |  |
| Coupling | Set Up Coupling | Create or modify the coupling to a Dataverse account. |  |
|  | Delete Coupling | Delete the coupling to a Dataverse account. |  |
| Dataverse | Synchronization Log | View integration synchronization jobs for the customer table. |  |
| History | Ledger Entries | View the history of transactions that have been posted for the selected record. | [Page 25 "Customer Ledger Entries"](../page/25.md) |
|  | Statistics | View statistical information, such as the value of posted entries, for the record. | [Page 151 "Customer Statistics"](../page/151.md) |
|  | Sales | View a summary of customer ledger entries. You select the time interval in the View by field. The Period column on the left contains a series of dates that are determined by the time interval you have selected. | [Page 155 "Customer Sales"](../page/155.md) |
|  | Entry Statistics | View entry statistics for the record. | [Page 302 "Customer Entry Statistics"](../page/302.md) |
|  | Statistics by Currencies | View statistics for customers that use multiple currencies. | [Page 486 "Cust. Stats. by Curr. Lines"](../page/486.md) |
|  | Item Tracking Entries | View serial, lot or package numbers that are assigned to items. |  |
|  | Sent Emails | View a list of emails that you have sent to this customer. |  |
| Prices Discounts | Invoice Discounts | Set up different discounts that are applied to invoices for the customer. An invoice discount is automatically granted to the customer when the total on a sales invoice exceeds a certain amount. | [Page 23 "Cust. Invoice Discounts"](../page/23.md) |
|  | Sales Price Lists | View or set up sales price lists for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date. |  |
|  | Sales Prices | View or set up sales price lines for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date. |  |
|  | Sales Discounts | View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date. |  |
|  | Price Lists (Discounts) | View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date. |  |
|  | Prices | View or set up different prices for items that you sell to the customer. An item price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date. |  |
|  | Line Discounts | View or set up different discounts for items that you sell to the customer. An item discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date. |  |
|  | Prices Discounts Overview | View all the sales prices and line discounts that you grant for this customer when certain criteria are met, such as quantity, or ending date. |  |
| Sales | Prepayment Percentages | View or edit the percentages of the price that can be paid as a prepayment. | [Page 664 "Sales Prepayment Percentages"](../page/664.md) |
|  | Recurring Sales Lines | Set up recurring sales lines for the customer, such as a monthly replenishment order, that can quickly be inserted on a sales document for the customer. | [Page 173 "Standard Customer Sales Codes"](../page/173.md) |
| Documents | Quotes | View a list of ongoing sales quotes for the customer. | [Page 9300 "Sales Quotes"](../page/9300.md) |
|  | Invoices | View a list of ongoing sales invoices for the customer. | [Page 9301 "Sales Invoice List"](../page/9301.md) |
|  | Orders | View a list of ongoing sales orders for the customer. | [Page 9305 "Sales Order List"](../page/9305.md) |
|  | Return Orders | Open the list of ongoing return orders. | [Page 9304 "Sales Return Order List"](../page/9304.md) |
| Issued Documents | Issued Reminders | View the reminders that you have sent to the customer. | [Page 440 "Issued Reminder List"](../page/440.md) |
|  | Issued Finance Charge Memos | View the finance charge memos that you have sent to the customer. | [Page 452 "Issued Fin. Charge Memo List"](../page/452.md) |
| Documents | Blanket Orders | Open the list of ongoing blanket orders. | [Page 9303 "Blanket Sales Orders"](../page/9303.md) |
|  | Projects | Open the list of ongoing projects. | [Page 89 "Job List"](../page/89.md) |
| Creation | Blanket Sales Order | Create a blanket sales order for the customer. | [Page 507 "Blanket Sales Order"](../page/507.md) |
|  | Sales Quote | Offer items or services to a customer. | [Page 41 "Sales Quote"](../page/41.md) |
|  | Sales Invoice | Create a sales invoice for the customer. | [Page 43 "Sales Invoice"](../page/43.md) |
|  | Sales Order | Create a sales order for the customer. | [Page 42 "Sales Order"](../page/42.md) |
|  | Sales Credit Memo | Create a new sales credit memo to revert a posted sales invoice. | [Page 44 "Sales Credit Memo"](../page/44.md) |
|  | Sales Quote | Offer items or services to a customer. |  |
|  | Sales Invoice | Create a sales invoice for the customer. |  |
|  | Sales Order | Create a sales order for the customer. |  |
|  | Sales Credit Memo | Create a new sales credit memo to revert a posted sales invoice. |  |
|  | Sales Return Order | Create a new sales return order for items or services. | [Page 6630 "Sales Return Order"](../page/6630.md) |
|  | Reminder | Create a new reminder for the customer. | [Page 434 "Reminder"](../page/434.md) |
|  | Finance Charge Memo | Create a new finance charge memo. | [Page 446 "Finance Charge Memo"](../page/446.md) |
| Approval | Approve | Approve the requested changes. |  |
|  | Reject | Reject the approval request. |  |
|  | Delegate | Delegate the approval to a substitute approver. |  |
|  | Comments | View or add comments for the record. |  |
| Request Approval | Send Approval Request | Request approval to change the record. |  |
|  | Cancel Approval Request | Cancel the approval request. |  |
| Power Automate | Create approval flow | Create a new flow in Power Automate from a list of relevant flow templates. |  |
| Workflow | Create Approval Workflow | Set up an approval workflow for creating or changing customers, by going through a few pages that will guide you. |  |
|  | Manage Approval Workflows | View or edit existing approval workflows for creating or changing customers. |  |
| Functions | Templates | View or edit customer templates. |  |
|  | Apply Template | Apply a template to update the entity with your standard settings for a certain type of entity. |  |
|  | Save as Template | Save the customer card as a template that can be reused to create new customer cards. Customer templates contain preset information to help you fill fields on customer cards. |  |
|  | Merge With | Merge two customer records into one. Before merging, review which field values you want to keep or override. The merge action cannot be undone. |  |
| Processing | Post Cash Receipts | Create a cash receipt journal line for the customer, for example, to post a payment receipt. | [Page 255 "Cash Receipt Journal"](../page/255.md) |
|  | Sales Journal | Post any sales transaction for the customer. | [Page 253 "Sales Journal"](../page/253.md) |
|  | Register Customer Payments | Process your customer payments by matching amounts received on your bank account with the related unpaid sales invoices, and then post the payments. | [Page 981 "Payment Registration"](../page/981.md) |
|  | Apply Word Template | Apply a Word template on the selected records. |  |
|  | Send Email | Send an email to this customer. |  |
| Reporting | Customer Detailed Aging | View a detailed list of each customer's total payments due, divided into three time periods. The report can be used to decide when to issue reminders, to evaluate a customer's creditworthiness, or to prepare liquidity analyses. |  |
|  | Customer - Labels | View mailing labels with the customers' names and addresses. |  |
|  | Customer - Balance to Date | View a list with customers' payment history up until a certain date. You can use the report to extract your total sales income at the close of an accounting period or fiscal year. |  |
|  | Statement | View a list of a customer's transactions for a selected period, for example, to send to the customer at the close of an accounting period. You can choose to have all overdue balances displayed regardless of the period specified, or you can choose to include an aging band. |  |
|  | Scheduled Statements | Schedule Customer Statements in the Job Queue. |  |

## Events published

- `OnAfterActivateFields(var Customer: Record Customer)` (integration): Raised after activating the fields on the customer card.
- `OnAfterOnOpenPage(var Customer: Record Customer; xCustomer: Record Customer)` (integration): Raised after opening the customer card page.
- `SetCaption(var InText: Text)` (integration): Raised to allow customization of the page caption.
- `OnBeforeCreateCustomerFromTemplate(var NewMode: Boolean; var Customer: Record Customer)` (integration): Raised before creating a customer from a template.
- `OnBeforeGetSalesPricesAndSalesLineDisc(var LoadOnDemand: Boolean)` (integration): Raised before loading sales prices and line discounts.
- `OnCreateCustomerFromTemplateOnBeforeCurrPageUpdate(var Customer: Record Customer)` (integration): Raised before updating the current page after creating a customer from template.
- `OnBeforeOnOpenPage(var Customer: Record Customer)` (integration): Raised before opening the customer card page.
- `OnBeforeStartBackgroundCalculations(var Customer: Record Customer; var IsHandled: Boolean)` (integration): Raised before starting background calculations on the customer card.

## Trigger event subscribers

- OnAfterGetCurrRecordEvent: [Codeunit 1802 "Data Migration Notifier"](../codeunit/1802.md) OnCustomerCardGetCurrRec

## Procedures

- `ActivateFields()` (protected)
- `RunReport(ReportNumber: Integer; CustomerNumber: Code[20])`: Runs the specified report filtered to a single customer.

Plus 13 local procedures.

## Triggers

OnAfterGetCurrRecord, OnInit, OnNewRecord, OnOpenPage, OnPageBackgroundTaskCompleted

## Relations

- source table [Table 18 "Customer"](../table/18.md)

## Pages and codeunits on this table

- [Page 22 "Customer List"](../page/22.md) (card page)
- [Page 33 "Customer Lookup"](../page/33.md) (card page)

## Extended by

- [Page extension 20232 "Customer Card Ext"](../pageextension/20232.md)
- [Page extension 20615 "Customer Card BF"](../pageextension/20615.md)
- [Page extension 42803 "SL Hist. Customer Card"](../pageextension/42803.md)
- [Page extension 4813 "Intrastat Report Cust. Card"](../pageextension/4813.md)
- [Page extension 6163 "E-Doc. Customer Card"](../pageextension/6163.md)
- [Page extension 6450 "Serv. Customer Card"](../pageextension/6450.md)
- [Page extension 8051 "Customer Card"](../pageextension/8051.md)

## 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) (38 calls: `OnPageBackgroundTaskCompleted → GetAdjCustProfitLabel`, `OnPageBackgroundTaskCompleted → GetAdjmtCostLCYLabel`, `OnPageBackgroundTaskCompleted → GetAdjProfitPctLabel`, …)
- [Codeunit 1302 "Customer Mgt."](../codeunit/1302.md) (3 calls: `OnAfterGetCurrRecordFuncOData → CalculateStatistic`, `OpenCurrFiscalYearCustLedgerEntries → GetCurrentYearFilter`, `OpenCurrFiscalYearDetailedCustLedgerEntries → GetCurrentYearFilter`)
- [Codeunit 1381 "Customer Templ. Mgt."](../codeunit/1381.md) (3 calls: `CreateCustomerFromTemplate → InsertCustomerFromTemplate`, `CreateCustomerFromTemplate → IsOpenBlankCardConfirmed`, `CreateCustomerFromTemplate → TemplatesAreNotEmpty`)
- [Codeunit 1535 "Approvals Mgmt."](../codeunit/1535.md) (3 calls: `OnAfterGetCurrRecordFunc → CanCancelApprovalForRecord`, `OnAfterGetCurrRecordFunc → HasOpenApprovalEntries`, `OnAfterGetCurrRecordFunc → HasOpenApprovalEntriesForCurrentUser`)
- [Codeunit 5330 "CRM Integration Management"](../codeunit/5330.md) (3 calls: `OnAfterGetCurrRecordFunc → SendResultNotification`, `OnOpenPageFunc → IsCDSIntegrationEnabled`, `OnOpenPageFunc → IsCRMIntegrationEnabled`)
- [Codeunit 1400 "DocumentNoVisibility"](../codeunit/1400.md) (2 calls: `OnNewRecord → CustomerNoSeriesIsDefault`, `OnOpenPageFunc → CustomerNoIsVisible`)
- [Codeunit 1501 "Workflow Management"](../codeunit/1501.md) (2 calls: `SetWorkFlowEnabled → AnyWorkflowExists`, `SetWorkFlowEnabled → EnabledWorkflowExist`)
- [Codeunit 1520 "Workflow Event Handling"](../codeunit/1520.md) (2 calls: `OnOpenPageFunc → RunWorkflowOnCustomerChangedCode`, `OnOpenPageFunc → RunWorkflowOnSendCustomerForApprovalCode`)
- [Codeunit 1543 "Workflow Webhook Management"](../codeunit/1543.md) (1 call: `OnAfterGetCurrRecordFunc → GetCanRequestAndCanCancel`)
- [Codeunit 1563 "Privacy Notice"](../codeunit/1563.md) (1 call: `OnInit → GetPrivacyNoticeApprovalState`)
- [Codeunit 1630 "Office Management"](../codeunit/1630.md) (1 call: `OnOpenPageFunc → IsAvailable`)
- [Codeunit 365 "Format Address"](../codeunit/365.md) (1 call: `ActivateFields → UseCounty`)
- [Codeunit 4030 "Client Type Management"](../codeunit/4030.md) (1 call: `OnAfterGetCurrRecord → GetCurrentClientType`)
- [Codeunit 457 "Environment Information"](../codeunit/457.md) (1 call: `OnOpenPageFunc → IsSaaS`)
- [Codeunit 5331 "CRM Coupling Management"](../codeunit/5331.md) (1 call: `OnAfterGetCurrRecordFunc → IsRecordCoupledToCRM`)
- [Codeunit 6400 "Flow Service Management"](../codeunit/6400.md) (1 call: `OnInit → GetPowerAutomatePrivacyNoticeId`)
- [Codeunit 7001 "Price Calculation Mgt."](../codeunit/7001.md) (1 call: `OnOpenPageFunc → IsExtendedPriceCalculationEnabled`)
- [Codeunit 7600 "Calendar Management"](../codeunit/7600.md) (1 call: `HasCustomBaseCalendar → CustomizedChangesExist`)
- [Codeunit 9179 "Application Area Mgmt. Facade"](../codeunit/9179.md) (1 call: `OnInit → IsFoundationEnabled`)

## Called by

- [Codeunit 1316 "Top Ten Customers Chart Mgt."](../codeunit/1316.md) (1 call: `DrillDownCust → (object)`)
- [Codeunit 1326 "Top Five Customers Chart Mgt."](../codeunit/1326.md) (1 call: `DrillDownCust → (object)`)
- [Codeunit 15 "Gen. Jnl.-Show Card"](../codeunit/15.md) (1 call: `OnRun → (object)`)
- [Codeunit 1636 "Office Contact Handler"](../codeunit/1636.md) (1 call: `RedirectCustomer → (object)`)
- [Codeunit 5330 "CRM Integration Management"](../codeunit/5330.md) (1 call: `OpenRecordCardPage → (object)`)
- [Page 9080 "Sales Hist. Sell-to FactBox"](../page/9080.md) (1 call: `ShowDetails → (object)`)
- [Page 9081 "Sales Hist. Bill-to FactBox"](../page/9081.md) (1 call: `ShowDetails → (object)`)
- [Page 9082 "Customer Statistics FactBox"](../page/9082.md) (1 call: `ShowDetails → (object)`)
- [Page 9084 "Customer Details FactBox"](../page/9084.md) (1 call: `ShowDetails → (object)`)
- [Page 9085 "Service Hist. Sell-to FactBox"](../page/9085.md) (1 call: `ShowDetails → (object)`)
- [Page 9086 "Service Hist. Bill-to FactBox"](../page/9086.md) (1 call: `ShowDetails → (object)`)
- [Table 1293 "Payment Application Proposal"](../table/1293.md) (1 call: `AccountNameDrillDown → (object)`)
- [Table 1692 "Posted Bank Deposit Line"](../table/1692.md) (1 call: `ShowAccountCard → (object)`)
- [Table 274 "Bank Acc. Reconciliation Line"](../table/274.md) (1 call: `OpenAccountPage → (object)`)
- [Table 5050 "Contact"](../table/5050.md) (1 call: `ShowResultForCustomer → (object)`)
- [Table 5054 "Contact Business Relation"](../table/5054.md) (1 call: `ShowRelatedCardPage → (object)`)

## Recent changes

- 2026-07-20 [#9586 [master] Overdue Balance (LCY) filters do not behave as expected if you open the Customer Card from a document or journal.](../../changes/bcapps/9586.md) (main, BC30, fix)

## Across versions

- Present in: BC23-30
- Changed (declaration) in: BC24-27

## Countries that replace it

[GB](../../localizations/gb.md), [RU](../../localizations/ru.md)

## Documented on Microsoft Learn

- [Use online maps to find locations and directions](https://learn.microsoft.com/dynamics365/business-central/across-online-maps)
- [Consolidate Balances for a Company that is a Customer and a Vendor](https://learn.microsoft.com/dynamics365/business-central/finance-consolidate-customer-vendor-balances)
- [Set Up Cash Customers](https://learn.microsoft.com/dynamics365/business-central/finance-how-to-set-up-cash-customers)
- [Deliver sales invoices with French specifics](https://learn.microsoft.com/dynamics365/business-central/LocalFunctionality/France/finance-sales-invoice-specifics)
- [Electronic invoicing in Norway](https://learn.microsoft.com/dynamics365/business-central/LocalFunctionality/Norway/ehf-electronic-invoicing-in-norway)
- [Set Up Customers for EHF](https://learn.microsoft.com/dynamics365/business-central/LocalFunctionality/Norway/how-to-set-up-customers-for-ehf)
- [Register new customers by creating a Customer Card](https://learn.microsoft.com/dynamics365/business-central/sales-how-register-new-customers)
- [Create number series](https://learn.microsoft.com/dynamics365/business-central/ui-create-number-series)
- [Assign document layouts to customers or vendors](https://learn.microsoft.com/dynamics365/business-central/ui-define-customer-vendor-document-layouts)

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: "page", object_name: "Customer Card")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.