Table Crm_Customers

Entity

Customers represent external persons or organizations that purchase goods or services from an enterprise company. This entity type defines the commercial relationship between an enterprise company and an external party acting as a customer, including sales terms, pricing, discounts, credit limits, tax settings, and other settings related to working with the customer. Customers are used across sales, orders, invoicing, deliveries, payments, CRM activities, and reporting. For each combination of enterprise company and external party, there can be zero or one Customer record, establishing that party as a customer of the enterprise company. Entity: Crm_Customers

Summary

Name	Type	Description
Active	`bit`	1 if the customer is active, 0 - not to list in combo boxes for choosing in new documents
Allow_Use_As_Primary_Customer	`bit`	Specifies whether to allow the customer to be used as primary customer in a sales deal.
Allow_Use_As_Ship_To_Customer	`bit`	True to allow the customer to be used as ship to customer in a sales deal.
Collections_Responsible_Employee_Id	`uniqueidentifier`	The employee, who is responsible for the collections from the customer
Creation_Time	`datetime` Readonly
Creation_User	`nvarchar(64)` Readonly
Credit_Limit	`decimal(18, 2)`	Total credit limit for the customer in the enterprise company base currency. null means there is no limit.
Customer_Id	`uniqueidentifier` `PK`	Unique customer Id
Customer_Number	`nvarchar(16)`	Unique customer number
Customer_Type_Id	`uniqueidentifier`	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
Default_Currency_Id	`uniqueidentifier`	The default currency to use when creating new documents for this customer.
Default_Delivery_Term_Days	`int`	Default term in days for goods delivery, starting at the day of sale
Default_Distribution_Channel_Id	`uniqueidentifier`	The default distribution channel used when selling to the customer
Default_Payment_Account_Id	`uniqueidentifier`	The default payment account to use when creating new documents for this customer
Default_Payment_Start_Days	`int`	Specifies the number of days after the sales order, when the payment becomes due. 0 means that the payment is due immediately.
Default_Payment_Term_Days	`int`	Default payment term in days when issuing documents for this customer
Default_Payment_Type_Id	`uniqueidentifier`	If not NULL, specifies default payment type for the sales, offers and invoices for this customer
Default_Price_List_Id	`uniqueidentifier`	If not NULL, specifies default price list when selling to this customer
Enterprise_Company_Id	`uniqueidentifier`	The Enterprise Company for which this customer is recorded. The same external party can be listed with different conditions for the different enterprise companies.
From_Date	`datetime`	Start date of the customer relationship
Grace_Period_Days	`int`	Number of days after the payment deadline, during which the system still allows new sales orders for the customer.
Party_Id	`uniqueidentifier`	Base party Id
Persist_Sales_Orders_Lots	`bit`	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.
Row_Version	`timestamp`
Sales_Person_Id	`uniqueidentifier`	The default sales person for new sales documents for this customer
Serviced_By_Enterprise_Company_Location_Id	`uniqueidentifier`	The enterprise company location, which sells to this client by default.
Thru_Date	`datetime`	The date of customer relationship termination. NULL for active customers.
Update_Time	`datetime` Readonly
Update_User	`nvarchar(64)` Readonly

Columns

Active

1 if the customer is active, 0 - not to list in combo boxes for choosing in new documents

Property	Value
Auto Complete	no
Data Filter	no
Default Value	True
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	bit
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Active - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Allow_Use_As_Primary_Customer

Specifies whether to allow the customer to be used as primary customer in a sales deal.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	False
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	bit
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Allow_Use_As_Primary_Customer - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Allow_Use_As_Ship_To_Customer

True to allow the customer to be used as ship to customer in a sales deal.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	False
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	bit
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Allow_Use_As_Ship_To_Customer - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Collections_Responsible_Employee_Id

The employee, who is responsible for the collections from the customer

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cm_Company_Employees
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Collections_Responsible_Employee_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Creation_Time

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	no

Creation_Time - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	yes	yes

Creation_User

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	64
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(64) (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	yes
Visible	no

Creation_User - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Like	None	no	yes

Credit_Limit

Total credit limit for the customer in the enterprise company base currency. null means there is no limit.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	decimal(18, 2) (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Customer_Id

Unique customer Id

Property	Value
Auto Complete	no
Data Filter	no
Default Value	NewGuid
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	yes (order: 1)
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Customer_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no
GreaterThanOrLessThan	None	no	yes

Customer_Number

Unique customer number

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	16
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	yes
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(16) (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Customer_Number - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
Like	None	no	yes

Customer_Type_Id

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

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Customer_Types
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Customer_Type_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Default_Currency_Id

The default currency to use when creating new documents for this customer.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Currencies
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Default_Currency_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Default_Delivery_Term_Days

Default term in days for goods delivery, starting at the day of sale

Property	Value
Auto Complete	no
Data Filter	no
Default Value	0
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	int
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Default_Distribution_Channel_Id

The default distribution channel used when selling to the customer

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Distribution_Channels
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Default_Distribution_Channel_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Default_Payment_Account_Id

The default payment account to use when creating new documents for this customer

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cash_Payment_Accounts
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Default_Payment_Account_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Default_Payment_Start_Days

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

Property	Value
Auto Complete	no
Data Filter	no
Default Value	0
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	int
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Default_Payment_Term_Days

Default payment term in days when issuing documents for this customer

Property	Value
Auto Complete	no
Data Filter	no
Default Value	0
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	int
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Default_Payment_Type_Id

If not NULL, specifies default payment type for the sales, offers and invoices for this customer

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cash_Payment_Types
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Default_Payment_Type_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Default_Price_List_Id

If not NULL, specifies default price list when selling to this customer

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Price_Lists
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Default_Price_List_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Enterprise_Company_Id

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

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Enterprise_Companies
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	no

Enterprise_Company_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

From_Date

Start date of the customer relationship

Property	Value
Auto Complete	no
Data Filter	no
Default Value	CurrentDate
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

From_Date - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	yes	no

Grace_Period_Days

Number of days after the payment deadline, during which the system still allows new sales orders for the customer.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	0
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	int
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Party_Id

Base party Id

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Parties
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Party_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	yes

Persist_Sales_Orders_Lots

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.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	False
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	bit
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Persist_Sales_Orders_Lots - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	yes

Row_Version

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	timestamp
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Sales_Person_Id

The default sales person for new sales documents for this customer

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Sales_Persons
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Long
User Login	no
Visible	yes

Sales_Person_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Serviced_By_Enterprise_Company_Location_Id

The enterprise company location, which sells to this client by default.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cm_Company_Locations
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Serviced_By_Enterprise_Company_Location_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Thru_Date

The date of customer relationship termination. NULL for active customers.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Thru_Date - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	yes	no

Update_Time

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	no

Update_Time - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	yes	yes

Update_User

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	64
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(64) (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	yes
Visible	no

Update_User - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Like	None	no	yes

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