Page 6408 "Workflow - Customer Entity"
Base Application · System.Automation
Across versions
- BC23-30present
Neighbourhood 2 connected objects and pages
Base Application · System.Automation · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | ‘workflowCustomers’, Locked = true |
| SourceTable | Customer |
| PageType | List |
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 |
|---|---|---|---|
| Group | id | Rec.SystemId |
— |
| number | No. | 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. from the table field | |
| name | Name | 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. from the table field | |
| searchName | Search Name | Specifies an alternate name that you can use to search for a customer. from the table field | |
| name2 | Name 2 | Specifies an additional part of the name. from the table field | |
| address | Address | Specifies the customer’s address. This address will appear on all sales documents for the customer. from the table field | |
| address2 | Address 2 | Specifies additional address information. from the table field | |
| city | City | Specifies the customer’s city. from the table field | |
| contact | Contact | Specifies the name of the person you regularly contact when you do business with this customer. from the table field | |
| phoneNumber | Phone No. | Specifies the customer’s telephone number. from the table field | |
| telexNumber | Telex No. | — | |
| documentSendingProfile | Document Sending Profile | 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… from the table field | |
| ourAccountNumber | Our Account No. | — | |
| territoryCode | Territory Code | — | |
| globalDimension1Code | Global Dimension 1 Code | — | |
| globalDimension2Code | Global Dimension 2 Code | — | |
| chainName | Chain Name | — | |
| budgetedAmount | Budgeted Amount | — | |
| creditLimitLcy | Credit Limit (LCY) | 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. from the table field | |
| customerPostingGroup | Customer Posting Group | Specifies the customer’s market type to link business transactions to. from the table field | |
| currencyCode | Currency Code | Specifies the default currency for the customer. from the table field | |
| customerPriceGroup | Customer Price Group | Specifies the customer price group code, which you can use to set up special sales prices in the Sales Prices window. from the table field | |
| languageCode | Language Code | 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. from the table field | |
| statisticsGroup | Statistics Group | Specifies the statistics group. from the table field | |
| paymentTermsCode | Payment Terms Code | Specifies a code that indicates the payment terms that you require of the customer. from the table field | |
| finChargeTermsCode | Fin. Charge Terms Code | Specifies the code for the involved finance charges in case of late payment. from the table field | |
| salespersonCode | Salesperson Code | Specifies a code for the salesperson who normally handles this customer’s account. from the table field | |
| shipmentMethodCode | Shipment Method Code | Specifies which shipment method to use when you ship items to the customer. from the table field | |
| shippingAgentCode | Shipping Agent Code | Specifies which shipping company is used when you ship items to the customer. from the table field | |
| placeOfExport | Place of Export | — | |
| invoiceDiscCode | Invoice Disc. Code | Specifies a code for the invoice discount terms that you have defined for the customer. from the table field | |
| customerDiscGroup | Customer Disc. Group | Specifies the customer discount group code, which you can use as a criterion to set up special discounts in the Sales Line Discounts window. from the table field | |
| countryRegionCode | Country/Region Code | Specifies the country/region of the address. from the table field | |
| collectionMethod | Collection Method | — | |
| amount | Amount | — | |
| comment | Comment | — | |
| blocked | Blocked | Specifies which transactions with the customer that cannot be processed, for example, because the customer is insolvent. from the table field | |
| invoiceCopies obsolete Pending 27.0; #if not CLEAN27 | Invoice Copies | — | |
| lastStatementNumber | Last Statement No. | Specifies the number of the last statement that was printed for this customer. from the table field | |
| printStatements | Print Statements | Specifies whether to include this customer when you print the Statement report. from the table field | |
| billToCustomerNumber | Bill-to Customer No. | Specifies a different customer who will be invoiced for products that you sell to the customer in the Name field on the customer card. from the table field | |
| priority | Priority | Specifies a number that corresponds to the priority you give the customer. The higher the number, the higher the priority. from the table field | |
| paymentMethodCode | Payment Method Code | Specifies how the customer usually submits payment, such as bank transfer or check. from the table field | |
| lastModifiedDateTime | Last Modified Date Time | — | |
| lastDateModified | Last Date Modified | Specifies when the customer card was last modified. from the table field | |
| dateFilter | Date Filter | — | |
| globalDimension1Filter | Global Dimension 1 Filter | — | |
| globalDimension2Filter | Global Dimension 2 Filter | — | |
| balance | Balance | — | |
| balanceLcy | Balance (LCY) | 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 … from the table field | |
| netChange | Net Change | — | |
| netChangeLcy | Net Change (LCY) | — | |
| salesLcy | Sales (LCY) | Specifies the total net amount of sales to the customer in LCY. from the table field | |
| profitLcy | Profit (LCY) | — | |
| invDiscountsLcy | Inv. Discounts (LCY) | — | |
| pmtDiscountsLcy | Pmt. Discounts (LCY) | — | |
| balanceDue | Balance Due | — | |
| balanceDueLcy | Balance Due (LCY) | Specifies the total amount that’s due from the customer as of today. Consider using reminders to minimize late payments and optimize cashflow. from the table field | |
| payments | Payments | — | |
| invoiceAmounts | Invoice Amounts | — | |
| crMemoAmounts | Cr. Memo Amounts | — | |
| financeChargeMemoAmounts | Finance Charge Memo Amounts | — | |
| paymentsLcy | Payments (LCY) | Specifies the sum of payments received from the customer. from the table field | |
| invAmountsLcy | Inv. Amounts (LCY) | — | |
| crMemoAmountsLcy | Cr. Memo Amounts (LCY) | — | |
| finChargeMemoAmountsLcy | Fin. Charge Memo Amounts (LCY) | — | |
| outstandingOrders | Outstanding Orders | — | |
| shippedNotInvoiced | Shipped Not Invoiced | — | |
| applicationMethod | Application Method | Specifies how to apply payments to entries for this customer. from the table field | |
| pricesIncludingVat | Prices Including VAT | Specifies if the Unit Price and Line Amount fields on document lines should be shown with or without VAT. from the table field | |
| locationCode | Location Code | Specifies from which location sales to this customer will be processed by default. from the table field | |
| faxNumber | Fax No. | Specifies the customer’s fax number. from the table field | |
| telexAnswerBack | Telex Answer Back | — | |
| vatRegistrationNumber | VAT Registration No. | Specifies the customer’s VAT registration number for customers in EU countries/regions. from the table field | |
| combineShipments | Combine Shipments | Specifies if several orders delivered to the customer can appear on the same sales invoice. from the table field | |
| genBusPostingGroup | Gen. Bus. Posting Group | 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. from the table field | |
| gln | GLN | Specifies the customer in connection with electronic document sending. from the table field | |
| postCode | Post Code | Specifies the post code. from the table field | |
| county | County | Specifies the state, province or county as a part of the address. from the table field | |
| debitAmount | Debit Amount | — | |
| creditAmount | Credit Amount | — | |
| debitAmountLcy | Debit Amount (LCY) | — | |
| creditAmountLcy | Credit Amount (LCY) | — | |
| Specifies the customer’s email address. from the table field | |||
| homePage | Home Page | Specifies the customer’s home page address. from the table field | |
| reminderTermsCode | Reminder Terms Code | Specifies how reminders about late payments are handled for this customer. from the table field | |
| reminderAmounts | Reminder Amounts | — | |
| reminderAmountsLcy | Reminder Amounts (LCY) | — | |
| numberSeries | No. Series | — | |
| taxAreaCode | Tax Area Code | Specifies the tax area that is used to calculate and post sales tax. from the table field | |
| taxLiable | Tax Liable | Specifies if the customer or vendor is liable for sales tax. from the table field | |
| vatBusPostingGroup | VAT Bus. Posting Group | Specifies the customer’s VAT specification to link transactions made for this customer to. from the table field | |
| currencyFilter | Currency Filter | — | |
| outstandingOrdersLcy | Outstanding Orders (LCY) | Specifies your expected sales income from the customer in LCY based on ongoing sales orders. from the table field | |
| shippedNotInvoicedLcy | Shipped Not Invoiced (LCY) | Specifies your expected sales income from the customer in LCY based on ongoing sales orders where items have been shipped. from the table field | |
| reserve | Reserve | 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. from the table field | |
| blockPaymentTolerance | Block Payment Tolerance | Specifies that the customer is not allowed a payment tolerance. from the table field | |
| pmtDiscToleranceLcy | Pmt. Disc. Tolerance (LCY) | — | |
| pmtToleranceLcy | Pmt. Tolerance (LCY) | — | |
| icPartnerCode | IC Partner Code | Specifies the customer’s intercompany partner code. from the table field | |
| refunds | Refunds | — | |
| refundsLcy | Refunds (LCY) | Specifies the sum of refunds received from the customer. from the table field | |
| otherAmounts | Other Amounts | — | |
| otherAmountsLcy | Other Amounts (LCY) | — | |
| prepaymentPercent | Prepayment % | Specifies a prepayment percentage that applies to all orders for this customer, regardless of the items or services on the order lines. from the table field | |
| outstandingInvoicesLcy | Outstanding Invoices (LCY) | Specifies your expected sales income from the customer in LCY based on unpaid sales invoices. from the table field | |
| outstandingInvoices | Outstanding Invoices | — | |
| billToNumberOfArchivedDoc | Bill-to No. Of Archived Doc. | — | |
| sellToNumberOfArchivedDoc | Sell-to No. Of Archived Doc. | — | |
| partnerType | Partner Type | Specifies for direct debit collections if the customer that the payment is collected from is a person or a company. from the table field | |
| image | Image | Specifies the picture of the customer, for example, a logo. from the table field | |
| preferredBankAccountCode | Preferred Bank Account Code | Specifies the customer’s bank account that will be used by default when you process refunds to the customer and direct debit collections. from the table field | |
| cashFlowPaymentTermsCode | Cash Flow Payment Terms Code | Specifies a payment term that will be used to calculate cash flow for the customer. from the table field | |
| primaryContactNumber | Primary Contact No. | Specifies the contact number for the customer. from the table field | |
| contactType | Contact Type | — | |
| responsibilityCenter | Responsibility Center | Specifies the code for the responsibility center that will administer this customer by default. from the table field | |
| shippingAdvice | Shipping Advice | Specifies if the customer accepts partial shipment of orders. from the table field | |
| shippingTime | Shipping Time | Specifies how long it takes from when the items are shipped from the warehouse to when they are delivered. from the table field | |
| shippingAgentServiceCode | Shipping Agent Service Code | Specifies the code for the shipping agent service to use for this customer. from the table field | |
| allowLineDisc | Allow Line Disc. | Specifies if a sales line discount is calculated when a special sales price is offered according to setup in the Sales Prices window. from the table field | |
| numberOfQuotes | No. of Quotes | Specifies the number of sales quotes that have been registered for the customer. from the table field | |
| numberOfBlanketOrders | No. of Blanket Orders | Specifies the number of sales blanket orders that have been registered for the customer. from the table field | |
| numberOfOrders | No. of Orders | Specifies the number of sales orders that have been registered for the customer. from the table field | |
| numberOfInvoices | No. of Invoices | Specifies the number of unposted sales invoices that have been registered for the customer. from the table field | |
| numberOfReturnOrders | No. of Return Orders | Specifies the number of sales return orders that have been registered for the customer. from the table field | |
| numberOfCreditMemos | No. of Credit Memos | Specifies the number of unposted sales credit memos that have been registered for the customer. from the table field | |
| numberOfPstdShipments | No. of Pstd. Shipments | Specifies the number of posted sales shipments that have been registered for the customer. from the table field | |
| numberOfPstdInvoices | No. of Pstd. Invoices | Specifies the number of posted sales invoices that have been registered for the customer. from the table field | |
| numberOfPstdReturnReceipts | No. of Pstd. Return Receipts | Specifies the number of posted sales return receipts that have been registered for the customer. from the table field | |
| numberOfPstdCreditMemos | No. of Pstd. Credit Memos | Specifies the number of posted sales credit memos that have been registered for the customer. from the table field | |
| numberOfShipToAddresses | No. of Ship-to Addresses | — | |
| billToNumberOfQuotes | Bill-To No. of Quotes | Specifies how many quotes have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfBlanketOrders | Bill-To No. of Blanket Orders | Specifies how many blanket orders have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfOrders | Bill-To No. of Orders | Specifies how many sales orders have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfInvoices | Bill-To No. of Invoices | Specifies how many invoices have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfReturnOrders | Bill-To No. of Return Orders | Specifies how many return orders have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfCreditMemos | Bill-To No. of Credit Memos | Specifies how many credit memos have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfPstdShipments | Bill-To No. of Pstd. Shipments | Specifies how many posted shipments have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfPstdInvoices | Bill-To No. of Pstd. Invoices | Specifies how many posted invoices have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfPstdReturnR | Bill-To No. of Pstd. Return R. | Specifies how many posted return receipts have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| billToNumberOfPstdCrMemos | Bill-To No. of Pstd. Cr. Memos | Specifies how many posted credit memos have been registered for the customer when the customer acts as the bill-to customer. from the table field | |
| baseCalendarCode | Base Calendar Code | Specifies a customizable calendar for shipment planning that holds the customer’s working days and holidays. from the table field | |
| copySellToAddrToQteFrom | Copy Sell-to Addr. to Qte From | Specifies which customer address is inserted on sales quotes that you create for the customer. from the table field | |
| validateEuVatRegNumber | Validate EU Vat Reg. No. | — | |
| currencyId | Currency Id | — | |
| paymentTermsId | Payment Terms Id | — | |
| shipmentMethodId | Shipment Method Id | — | |
| paymentMethodId | Payment Method Id | — | |
| taxAreaId | Tax Area ID | — | |
| contactId | Contact ID | — |
Relations
- source table Table 18 “Customer”
Extended by
Recent changes
- 2026-09-03 #10878 Ruleset hardening: promote five low-risk rules to Error (main, BC30, refactor)
Ask your agent
Procedure bodies are not stored here (D10). 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: "Workflow - Customer Entity"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.