Table 1381 "Customer Templ."
Base Application · Microsoft.Sales.Customer
Across versions
- BC23present
- BC241 fields changed
- BC251 fields removed
- BC2663 fields changed
- BC272 fields changed, 2 fields added
- BC282 fields changed
- BC29-30unchanged
Neighbourhood 39 connected objects and pages
Base Application · Microsoft.Sales.Customer · captioned “Customer Template” · BC23-30 · source at ea08af5e · facts from BC29
Learn documents this table through its pages: Page 1380 “Select Customer Templ. List” (1 Learn page), Page 1381 “Customer Templ. List” (1), Page 1382 “Customer Templ. Card” (1).
Properties
| Property | Value |
|---|---|
| Caption | Customer Template |
| DataClassification | CustomerContent |
Fields
Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.
| No. | Name | Type | Explanation | Notes |
|---|---|---|---|---|
| 1 | Code Δ BC26 | Code[20] | Specifies the code of the template. | NotBlank |
| 2 | Description Δ BC26 | Text[100] | Specifies the description of the template. | |
| 5 | Address Δ BC26 | Text[100] | Specifies the customer’s address. This address will appear on all sales documents for the customer. | |
| 6 | Address 2 Δ BC26 | Text[50] | Specifies additional address information. | |
| 7 | City Δ BC26 | Text[30] | Specifies the customer’s city. | |
| 9 | Phone No. Δ BC26 | Text[30] | Specifies the customer’s telephone number. | |
| 10 | Telex No. | Text[20] | — | |
| 11 | Document Sending Profile Δ BC26 | Code[20] | Specifies the preferred method of sending documents to this customer. | TableRelation Table 60 “Document Sending Profile” (“Document Sending Profile”.Code) |
| 14 | Our Account No. | Text[20] | — | |
| 15 | Territory Code | Code[10] | — | TableRelation Table 286 “Territory” |
| 16 | Global Dimension 1 Code | Code[20] | — | TableRelation Table 349 “Dimension Value” (“Dimension Value”.Code where(“Global Dimension No.” = const(1), Blocked = const(false))) |
| 17 | Global Dimension 2 Code | Code[20] | — | TableRelation Table 349 “Dimension Value” (“Dimension Value”.Code where(“Global Dimension No.” = const(2), Blocked = const(false))) |
| 18 | Chain Name | Code[10] | — | |
| 19 | Budgeted Amount | Decimal | — | |
| 20 | Credit Limit (LCY) Δ BC26 Δ BC28 | Decimal | 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. | |
| 21 | Customer Posting Group Δ BC26 | Code[20] | Specifies the customer’s market type to link business transactions to. | TableRelation Table 92 “Customer Posting Group” (Customer Posting Group) |
| 22 | Currency Code Δ BC26 | Code[10] | Specifies the default currency for the customer. | TableRelation Table 4 “Currency” |
| 23 | Customer Price Group Δ BC26 | Code[10] | Specifies the customer price group code, which you can use to set up special sales prices in the Sales Prices page. | TableRelation Table 6 “Customer Price Group” (Customer Price Group) |
| 24 | Language Code Δ BC26 | Code[10] | Specifies the language to be used on printouts for this customer. | TableRelation Table 8 “Language” |
| 26 | Statistics Group Δ BC27 | Integer | Specifies the statistics group. | |
| 27 | Payment Terms Code Δ BC26 | Code[10] | Specifies a code that indicates the payment terms that you require of the customer. | TableRelation Table 3 “Payment Terms” (Payment Terms) |
| 28 | Fin. Charge Terms Code Δ BC26 | Code[10] | Specifies whether to calculate finance charges for the customer. | TableRelation Table 5 “Finance Charge Terms” (Finance Charge Terms) |
| 29 | Salesperson Code Δ BC26 | Code[20] | Specifies a code for the salesperson who normally handles this customer’s account. | TableRelation Table 13 “Salesperson/Purchaser” (“Salesperson/Purchaser” where(Blocked = const(false))) |
| 30 | Shipment Method Code Δ BC26 | Code[10] | Specifies which shipment method to use when you ship items to the customer. | TableRelation Table 10 “Shipment Method” (Shipment Method) |
| 31 | Shipping Agent Code Δ BC26 | Code[10] | Specifies which shipping company is used when you ship items to the customer. | TableRelation Table 291 “Shipping Agent” (Shipping Agent) |
| 32 | Place of Export | Code[20] | — | |
| 33 | Invoice Disc. Code Δ BC26 | Code[20] | Specifies a code for the invoice discount terms that you have defined for the customer. | TableRelation Table 18 “Customer” |
| 34 | Customer Disc. Group Δ BC26 | Code[20] | Specifies the customer discount group code, which you can use as a criterion to set up special discounts in the Sales Line Discounts page. | TableRelation Table 340 “Customer Discount Group” (Customer Discount Group) |
| 35 | Country/Region Code Δ BC26 | Code[10] | Specifies the country/region of the address. | TableRelation Table 9 “Country/Region” (Country/Region) |
| 36 | Collection Method | Code[20] | — | |
| 37 | Amount | Decimal | — | |
| 39 | Blocked Δ BC26 | Enum “Customer Blocked” | Specifies which transactions with the customer that cannot be processed, for example, because the customer is insolvent. | enum Enum 139 “Customer Blocked” |
| 42 | Print Statements Δ BC26 | Boolean | Specifies whether to include this customer when you print the Statement report. | |
| 45 | Bill-to Customer No. Δ BC26 | Code[20] | Specifies a different customer who will be invoiced for products that you sell to the customer in the Name field on the customer card. | TableRelation Table 18 “Customer” |
| 47 | Payment Method Code Δ BC26 | Code[10] | Specifies how the customer usually submits payment, such as bank transfer or check. | TableRelation Table 289 “Payment Method” (Payment Method) |
| 48 | Format Region Δ BC26 | Text[80] | Specifies the region format to be used on printouts for this customer. | TableRelation “Language Selection”.“Language Tag” |
| 80 | Application Method Δ BC26 | Enum “Application Method” | Specifies how to apply payments to entries for this customer. | enum Enum 1381 “Application Method” |
| 82 | Prices Including VAT Δ BC26 | Boolean | Specifies whether to show VAT in the Unit Price and Line Amount fields on document lines. | |
| 83 | Location Code Δ BC26 | Code[10] | Specifies from which location sales to this customer will be processed by default. | TableRelation Table 14 “Location” (Location where(“Use As In-Transit” = const(false))) |
| 84 | Fax No. Δ BC26 | Text[30] | Specifies the customer’s fax number. | |
| 85 | Telex Answer Back | Text[20] | — | |
| 86 | VAT Registration No. Δ BC26 | Text[20] | Specifies the customer’s VAT registration number for customers in EU countries/regions. | |
| 87 | Combine Shipments Δ BC26 | Boolean | Specifies if several orders delivered to the customer can appear on the same sales invoice. | |
| 88 | Gen. Bus. Posting Group Δ BC26 | Code[20] | 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. | TableRelation Table 250 “Gen. Business Posting Group” (Gen. Business Posting Group) |
| 90 | GLN Δ BC26 | Code[13] | Specifies the customer in connection with electronic document sending. | |
| 91 | Post Code Δ BC26 | Code[20] | Specifies the postal code. | |
| 92 | County Δ BC26 | Text[30] | Specifies the state, province or county as a part of the address. | |
| 93 | EORI Number Δ BC26 | Text[40] | 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. | |
| 95 | Use GLN in Electronic Document Δ BC26 | Boolean | Specifies whether the GLN is used in electronic documents as a party identification number. | |
| 102 | E-Mail Δ BC26 | Text[80] | Specifies the customer’s email address. | |
| 103 | Home Page Δ BC24 Δ BC26 Δ BC27 | Text[255] | Specifies the customer’s home page address. | |
| 104 | Reminder Terms Code Δ BC26 | Code[10] | Specifies how reminders about late payments are handled for this customer. | TableRelation Table 292 “Reminder Terms” (Reminder Terms) |
| 107 | No. Series Δ BC26 | Code[20] | Specifies the number series that will be used to assign numbers to customers. | TableRelation Table 308 “No. Series” (No. Series) |
| 108 | Tax Area Code Δ BC26 | Code[20] | Specifies the tax area that is used to calculate and post sales tax. | TableRelation Table 318 “Tax Area” (Tax Area) |
| 109 | Tax Liable Δ BC26 | Boolean | Specifies if the customer or vendor is liable for sales tax. | |
| 110 | VAT Bus. Posting Group Δ BC26 | Code[20] | Specifies the customer’s VAT specification to link transactions made for this customer to. | TableRelation Table 323 “VAT Business Posting Group” (VAT Business Posting Group) |
| 115 | Reserve Δ BC26 | Enum “Reserve Method” | Specifies whether items will never, automatically (Always), or optionally be reserved for this customer. | enum Enum 100 “Reserve Method” |
| 116 | Block Payment Tolerance Δ BC26 | Boolean | Specifies that the customer is not allowed a payment tolerance. | |
| 119 | IC Partner Code Δ BC26 | Code[20] | Specifies the customer’s intercompany partner code. | TableRelation Table 413 “IC Partner” (IC Partner) |
| 124 | Prepayment % Δ BC26 Δ BC28 | Decimal | Specifies a prepayment percentage that applies to all orders for this customer, regardless of the items or services on the order lines. | |
| 132 | Partner Type Δ BC26 | Enum “Partner Type” | Specifies for direct debit collections if the customer that the payment is collected from is a person or a company. | enum Enum 134 “Partner Type” |
| 133 | Intrastat Partner Type Δ BC26 | Enum “Partner Type” | Specifies for Intrastat reporting if the customer is a person or a company. | enum Enum 134 “Partner Type” |
| 150 | Privacy Blocked Δ BC26 | Boolean | 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. | |
| 160 | Disable Search by Name Δ BC26 | Boolean | Specifies that you can change customer name in the document, because the name is not used in search. | DataClassification SystemMetadata |
| 175 | Allow Multiple Posting Groups + BC27 | Boolean | Specifies if multiple posting groups can be used for posting business transactions for this customer. | DataClassification SystemMetadata |
| 840 | Cash Flow Payment Terms Code Δ BC26 | Code[10] | Specifies a payment term that will be used to calculate cash flow for the customer. | TableRelation Table 3 “Payment Terms” (Payment Terms) |
| 5050 | Contact Type Δ BC26 | Enum “Contact Type” | Specifies the type of contact that will be used to create a customer with the template. | enum Enum 5050 “Contact Type” |
| 5061 | Mobile Phone No. Δ BC26 | Text[30] | Specifies the customer’s mobile telephone number. | |
| 5700 | Responsibility Center Δ BC26 | Code[10] | Specifies the code for the responsibility center that will administer this customer by default. | TableRelation Table 5714 “Responsibility Center” (Responsibility Center) |
| 5750 | Shipping Advice Δ BC26 | Enum “Sales Header Shipping Advice” | Specifies if the customer accepts partial shipment of orders. | enum Enum 3657 “Sales Header Shipping Advice” |
| 5790 | Shipping Time Δ BC26 | DateFormula | Specifies how long it takes from when the items are shipped from the warehouse to when they are delivered. | |
| 5792 | Shipping Agent Service Code Δ BC26 | Code[10] | Specifies the code for the shipping agent service to use for this customer. | TableRelation Table 5790 “Shipping Agent Services” (“Shipping Agent Services”.Code where(“Shipping Agent Code” = field(“Shipping Agent Code”))) |
| 7000 | Price Calculation Method + BC27 | Enum “Price Calculation Method” | Specifies the default price calculation method. | enum Enum 7000 “Price Calculation Method” |
| 7001 | Allow Line Disc. Δ BC26 | Boolean | Specifies whether to calculate a sales line discount when a special sales price is offered, according to setup in the Sales Prices page. | |
| 7600 | Base Calendar Code Δ BC26 | Code[10] | Specifies a customizable calendar for shipment planning that holds the customer’s working days and holidays. | TableRelation Table 7600 “Base Calendar” (Base Calendar) |
| 7601 | Copy Sell-to Addr. to Qte From Δ BC26 | Enum “Contact Type” | Specifies which customer address is inserted on sales quotes that you create for the customer. | enum Enum 5050 “Contact Type” |
| 7602 | Validate EU Vat Reg. No. Δ BC26 | Boolean | Specifies if the VAT registration number will be specified in the EU VAT Registration No. Check page so that it is validated against the VAT registration number validation service. |
Keys
- Key1: Code (clustered)
Events published
OnAfterCopyFromTemplate(SourceCustomerTempl: Record "Customer Templ."; var CustomerTempl: Record "Customer Templ.")(integration): Raises an event after copying field values from a source customer template.OnCopyTemplateOnBeforeModify(SourceCustomerTempl: Record "Customer Templ."; SavedCustomerTempl: Record "Customer Templ."; var CustomerTempl: Record "Customer Templ.")(integration): Raises an event before modifying the customer template during the copy operation.
Procedures
CopyFromTemplate(SourceCustomerTempl: Record "Customer Templ."): Copies all fields and dimensions from another customer template.
Plus 3 local procedures.
Triggers
OnDelete, OnRename
Relations
- drill-down page Page 1381 “Customer Templ. List”
- lookup page Page 1381 “Customer Templ. List”
- Shipment Method Code: TableRelation Table 10 “Shipment Method”
- Salesperson Code: TableRelation Table 13 “Salesperson/Purchaser”
- Location Code: TableRelation Table 14 “Location”
- Bill-to Customer No.: TableRelation Table 18 “Customer”
- Invoice Disc. Code: TableRelation Table 18 “Customer”
- Gen. Bus. Posting Group: TableRelation Table 250 “Gen. Business Posting Group”
- Territory Code: TableRelation Table 286 “Territory”
- Payment Method Code: TableRelation Table 289 “Payment Method”
- Shipping Agent Code: TableRelation Table 291 “Shipping Agent”
- Reminder Terms Code: TableRelation Table 292 “Reminder Terms”
- Cash Flow Payment Terms Code: TableRelation Table 3 “Payment Terms”
- Payment Terms Code: TableRelation Table 3 “Payment Terms”
- No. Series: TableRelation Table 308 “No. Series”
- Tax Area Code: TableRelation Table 318 “Tax Area”
- VAT Bus. Posting Group: TableRelation Table 323 “VAT Business Posting Group”
- Customer Disc. Group: TableRelation Table 340 “Customer Discount Group”
- Global Dimension 1 Code: TableRelation Table 349 “Dimension Value”
- Global Dimension 2 Code: TableRelation Table 349 “Dimension Value”
- Currency Code: TableRelation Table 4 “Currency”
- IC Partner Code: TableRelation Table 413 “IC Partner”
- Fin. Charge Terms Code: TableRelation Table 5 “Finance Charge Terms”
- Responsibility Center: TableRelation Table 5714 “Responsibility Center”
- Shipping Agent Service Code: TableRelation Table 5790 “Shipping Agent Services”
- Customer Price Group: TableRelation Table 6 “Customer Price Group”
- Document Sending Profile: TableRelation Table 60 “Document Sending Profile”
- Base Calendar Code: TableRelation Table 7600 “Base Calendar”
- Language Code: TableRelation Table 8 “Language”
- Country/Region Code: TableRelation Table 9 “Country/Region”
- Customer Posting Group: TableRelation Table 92 “Customer Posting Group”
Referenced by
8 fields in 6 objects relate to this table (TableRelation or CalcFormula).
- Table 36 “Sales Header”: Bill-to Customer Templ. Code, Sell-to Customer Templ. Code
- Table 5107 “Sales Header Archive”: Bill-to Customer Templ. Code, Sell-to Customer Templ. Code
- Table 30102 “Shpfy Shop”: Customer Templ. Code
- Table 30107 “Shpfy Customer Template”: Customer Templ. Code
- Table 30118 “Shpfy Order Header”: Customer Templ. Code
- Table 6702 “Booking Sync”: Customer Templ. Code
Pages and codeunits on this table
- Page 1380 “Select Customer Templ. List” (source table)
- Page 1381 “Customer Templ. List” (source table)
- Page 1382 “Customer Templ. Card” (source table)
Extended by
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 408 “DimensionManagement” (3 calls:
OnRename → RenameDefaultDim,ValidateShortcutDimCode → SaveDefaultDim,ValidateShortcutDimCode → ValidateDimValueCode)
Countries that replace it
AU, BE, CA, CH, ES, FR, IT, MX, NL, NO, NZ, US
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: "table", object_name: "Customer Templ."), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.