Table of Contents

Crm.Customers Entity

Namespace: Crm

Customer contracts list. For each combination of Enterprise Company and external Party there can be zero or one records of this. Entity: Crm_Customers

Default Visualization

Default Display Text Format:
{Party.PartyName:T}
Default Search Members:
Number; Party.PartyName
Code Data Member:
Number
Name Data Member:
Party.PartyName
Category: Definitions
Show in UI: ShownByDefault
Layout category attribute: CustomerTypeId

Track Changes

Min level: 1 - Track last changes only
Max level: 4 - Track object attribute and blob changes

Aggregate

An aggregate is a cluster of domain objects that can be treated as a single unit.

Aggregate Tree

Attributes

Name Type Description
Active boolean True if the customer is active, false - not to list in combo boxes for choosing in new documents. Required Default(true) Filter(eq)
AllowUseAsPrimaryCustomer boolean Specifies whether to allow the customer to be used as primary customer in a sales deal. Required Default(false) Filter(eq)
AllowUseAsShipToCustomer boolean True to allow the customer to be used as ship to customer in a sales deal. Required Default(false) Filter(eq)
CreationTime datetime nullable Date and time when the Customer was created. Filter(ge;le) ReadOnly
CreationUser string (64) nullable Login name of the user, who created the Customer. Filter(like) ReadOnly
CreditLimit Amount (18, 2) nullable Total credit limit for the customer in the enterprise company base currency. null means there is no limit. Currency: EnterpriseCompany?.BaseCurrency
DefaultDeliveryTermDays int32 Default term in days for goods delivery, starting at the day of sale. Required Default(0)
DefaultPaymentStartDays int32 Specifies the number of days after the sales order, when the payment becomes due. 0 means that the payment is due immediately. Required Default(0)
DefaultPaymentTermDays int32 Default payment term in days when issuing documents for this customer. Required Default(0)
DisplayText string Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.
FromDate datetime nullable Start date of the customer relationship. Default(Today) Filter(ge;le)
GracePeriodDays int32 Number of days after the payment deadline, during which the system still allows new sales orders for the customer. Required Default(0)
Id guid
Number string (16) nullable Unique customer number. Filter(eq;like) ORD
ObjectVersion int32 The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.
PersistSalesOrdersLots boolean If checked, specifies that the lots set in the Sales orders for this customer, cannot be changed during the execution of the Store transactions for these Sales orders. Required Default(false) Filter(eq)
ThruDate datetime nullable The date of customer relationship termination. null for active customers. Filter(ge;le)
UpdateTime datetime nullable Date and time when the Customer was last updated. Filter(ge;le) ReadOnly
UpdateUser string (64) nullable Login name of the user, who last updated the Customer. Filter(like) ReadOnly

References

Name Type Description
CollectionsResponsible
Employee		 CompanyEmployees (nullable) The employee, who is responsible for the collections from the customer. Filter(multi eq)
CustomerType CustomerTypes (nullable) The user-defined type of this customer. null when there is no specific type. Record-level security from the customer type is applied to the individual customers and can be used for security purposes. Filter(multi eq)
DefaultCurrency Currencies (nullable) The default currency to use when creating new documents for this customer. Filter(multi eq)
DefaultDistributionChannel DistributionChannels (nullable) The default distribution channel used when selling to the customer. Filter(multi eq)
DefaultPaymentAccount PaymentAccounts (nullable) The default payment account to use when creating new documents for this customer. Filter(multi eq)
DefaultPaymentType PaymentTypes (nullable) If not null, specifies default payment type for the sales, offers and invoices for this customer. Filter(multi eq)
DefaultPriceList PriceLists (nullable) If not null, specifies default price list when selling to this customer. Filter(multi eq)
EnterpriseCompany EnterpriseCompanies (nullable) The Enterprise Company for which this customer is recorded. The same external party can be listed with different conditions for the different enterprise companies. Filter(multi eq)
Party Parties Base party Id. Required Filter(multi eq) FilterableReference
SalesPerson SalesPersons (nullable) The default sales person for new sales documents for this customer. Filter(multi eq)
ServicedByEnterprise
CompanyLocation		 CompanyLocations (nullable) The enterprise company location, which sells to this client by default. Filter(multi eq)

Child Collections

Name Type Description
Products CustomerProducts List of CustomerProduct(Crm.CustomerProducts.md) child objects, based on the Crm.CustomerProduct.Customer(Crm.CustomerProducts.md#customer) back reference

Attribute Details

Active

True if the customer is active, false - not to list in combo boxes for choosing in new documents. Required Default(true) Filter(eq)

Type: boolean
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: True
Show in UI: ShownByDefault

AllowUseAsPrimaryCustomer

Specifies whether to allow the customer to be used as primary customer in a sales deal. Required Default(false) Filter(eq)

Type: boolean
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: False
Show in UI: ShownByDefault

AllowUseAsShipToCustomer

True to allow the customer to be used as ship to customer in a sales deal. Required Default(false) Filter(eq)

Type: boolean
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: False
Show in UI: ShownByDefault

CreationTime

Date and time when the Customer was created. Filter(ge;le) ReadOnly

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: HiddenByDefault

CreationUser

Login name of the user, who created the Customer. Filter(like) ReadOnly

Type: string (64) nullable
Category: System
Supported Filters: Like
Supports Order By: False
Maximum Length: 64
Show in UI: HiddenByDefault

CreditLimit

Total credit limit for the customer in the enterprise company base currency. null means there is no limit. Currency: EnterpriseCompany?.BaseCurrency

Type: Amount (18, 2) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault

Back-End Default Expression:
IIF( ( obj.DefaultCurrency != null), obj.EnterpriseCompany.DefaultCustomerCreditLimitBase, obj.CreditLimit)

Front-End Recalc Expressions:
IIF( ( obj.DefaultCurrency != null), obj.EnterpriseCompany.DefaultCustomerCreditLimitBase, obj.CreditLimit)

DefaultDeliveryTermDays

Default term in days for goods delivery, starting at the day of sale. Required Default(0)

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

DefaultPaymentStartDays

Specifies the number of days after the sales order, when the payment becomes due. 0 means that the payment is due immediately. Required Default(0)

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

DefaultPaymentTermDays

Default payment term in days when issuing documents for this customer. Required Default(0)

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

DisplayText

Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.

Type: string
Category: Calculated Attributes
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

FromDate

Start date of the customer relationship. Default(Today) Filter(ge;le)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Default Value: CurrentDate
Show in UI: ShownByDefault

GracePeriodDays

Number of days after the payment deadline, during which the system still allows new sales orders for the customer. Required Default(0)

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

Id

Type: guid
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: CannotBeShown

Number

Unique customer number. Filter(eq;like) ORD

Type: string (16) nullable
Indexed: True
Category: System
Supported Filters: Equals, Like
Supports Order By: True
Maximum Length: 16
Show in UI: ShownByDefault

Back-End Default Expression:
obj.IncMax( o => o.Number, null, "000000")

ObjectVersion

The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.

Type: int32
Category: Extensible Data Object
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

PersistSalesOrdersLots

If checked, specifies that the lots set in the Sales orders for this customer, cannot be changed during the execution of the Store transactions for these Sales orders. Required Default(false) Filter(eq)

Type: boolean
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: False
Show in UI: ShownByDefault

ThruDate

The date of customer relationship termination. null for active customers. Filter(ge;le)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault

UpdateTime

Date and time when the Customer was last updated. Filter(ge;le) ReadOnly

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: HiddenByDefault

UpdateUser

Login name of the user, who last updated the Customer. Filter(like) ReadOnly

Type: string (64) nullable
Category: System
Supported Filters: Like
Supports Order By: False
Maximum Length: 64
Show in UI: HiddenByDefault

Reference Details

CollectionsResponsibleEmployee

The employee, who is responsible for the collections from the customer. Filter(multi eq)

Type: CompanyEmployees (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

CustomerType

The user-defined type of this customer. null when there is no specific type. Record-level security from the customer type is applied to the individual customers and can be used for security purposes. Filter(multi eq)

Type: CustomerTypes (nullable)
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

DefaultCurrency

The default currency to use when creating new documents for this customer. Filter(multi eq)

Type: Currencies (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Front-End Recalc Expressions:
obj.EnterpriseCompany.BaseCurrency

DefaultDistributionChannel

The default distribution channel used when selling to the customer. Filter(multi eq)

Type: DistributionChannels (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

DefaultPaymentAccount

The default payment account to use when creating new documents for this customer. Filter(multi eq)

Type: PaymentAccounts (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Front-End Recalc Expressions:
obj.DefaultPaymentType.GetDefaultPaymentAccount( ).IfNullThen( obj.DefaultPaymentAccount)

DefaultPaymentType

If not null, specifies default payment type for the sales, offers and invoices for this customer. Filter(multi eq)

Type: PaymentTypes (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

DefaultPriceList

If not null, specifies default price list when selling to this customer. Filter(multi eq)

Type: PriceLists (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

EnterpriseCompany

The Enterprise Company for which this customer is recorded. The same external party can be listed with different conditions for the different enterprise companies. Filter(multi eq)

Type: EnterpriseCompanies (nullable)
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

Front-End Recalc Expressions:
obj.Transaction.CurrentEnterpriseCompany

Party

Base party Id. Required Filter(multi eq) FilterableReference

Type: Parties
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Filterable Reference: True
Show in UI: ShownByDefault

SalesPerson

The default sales person for new sales documents for this customer. Filter(multi eq)

Type: SalesPersons (nullable)
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

ServicedByEnterpriseCompanyLocation

The enterprise company location, which sells to this client by default. Filter(multi eq)

Type: CompanyLocations (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

API Methods

Methods that can be invoked in public APIs.

GetAllowedCustomPropertyValues

Gets the allowed values for the specified custom property for this entity object. If supported the result is ordered by property value. Some property value sources do not support ordering - in that case the result is not ordered.
Return Type: Collection Of CustomPropertyValue
Declaring Type: EntityObject
Domain API Request: GET

Parameters

  • customPropertyCode
    The code of the custom property
    Type: string

  • search
    The search text - searches by value or description. Can contain wildcard character %.
    Type: string
    Optional: True
    Default Value: null

  • exactMatch
    If true the search text should be equal to the property value
    Type: boolean
    Optional: True
    Default Value: False

  • orderByDescription
    If true the result is ordered by Description instead of Value. Note that ordering is not always possible.
    Type: boolean
    Optional: True
    Default Value: False

  • top
    The top clause - default is 10
    Type: int32
    Optional: True
    Default Value: 10

  • skip
    The skip clause - default is 0
    Type: int32
    Optional: True
    Default Value: 0

CreateNotification

Create a notification immediately in a separate transaction, and send a real-time event to the user.
Return Type: void
Declaring Type: EntityObject
Domain API Request: POST

Parameters

  • user
    The user.
    Type: Users

  • notificationClass
    The notification class.
    Type: string

  • subject
    The notification subject.
    Type: string

CreateCopy

Duplicates the object and its child objects belonging to the same aggregate. The duplicated objects are not saved to the data source but remain in the same transaction as the original object.
Return Type: EntityObject
Declaring Type: EntityObject
Domain API Request: POST

Business Rules

Front-End Business Rules

API

Domain API Query: https://demodb.my.erp.net/api/domain/odata/Crm_Customers?$top=10

Domain API Query Builder: https://demodb.my.erp.net/api/domain/querybuilder#Crm_Customers?$top=10

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