CR
BAccount
Represents a business account used as a prospect, customer, or vendor. Also, this is the base class for derived DACs: Customer, Vendor, EPEmployee. The records of this type are created and edited on the Business Accounts (CR303000) form (which corresponds to the BusinessAccountMaint graph). Customers are created and edited on the Customers (AR303000) form (which corresponds to the CustomerMaint graph). Vendors are created and edited on the Vendors (AP303000) form (which corresponds to the VendorMaint graph). Employees are created and edited on the Employees (EP203000) form (which corresponds to the EmployeeMaint graph). Companies are created and edited on the Companies (CS101500) form (which corresponds to the DAC.OrganizationBAccount graph).
View API Entity: BusinessAccount
/entity/Default/25.200.001/BusinessAccount| Field Name | Type | Display Name | Foreign Key | |
|---|---|---|---|---|
AcctCD API | nvarchar(30) | Account ID | - | |
Description:The human-readable identifier of the business account that is specified by the user or defined by the auto-numbering sequence during the creation of the account. This field is a natural key, as opposed to the surrogate key BAccountID. | ||||
AcctName API | nvarchar(255) | Account Name | - | |
Description:The full business account name (as opposed to the short identifier AcctCD). | ||||
AcctReferenceNbr API | nvarchar(50) | Ext. Ref. Nbr. | - | |
Description:The external reference number of the business account. It can be an additional number of the business account used in external integration. | ||||
AllowOverrideCury API | bit | Enable Currency Override | - | |
Description:If set to true, indicates that the currency of business account documents (which is specified by BAccount.CuryID) can be overridden by a user during document entry. | ||||
AllowOverrideRate | bit | Enable Rate Override | - | |
Description:If set to true, indicates that the currency rate for customer documents (which is calculated by the system from the currency rate history) can be overridden by a user during document entry. The field is used only if the business account is a customer (that is, IsCustomerOrCombined is true). | ||||
AttributesNonexistent in DB | string | - | ||
Description:The attributes list available for the current business account. The field is preserved for internal use. | ||||
BAccountID | int | Business Account ID | - | |
Description:The identifier of the business account. This field is auto-incremental. This field is a surrogate key, as opposed to the natural key AcctCD. | ||||
BaseCuryID | nvarchar(5) | Base Currency ID | CurrencyList | |
Description:The base Currency of the Branch. This unbound field corresponds to the Organization.BaseCuryID. | ||||
COrgBAccountID | int | Customer Restriction Group | - | |
Description:No description available | ||||
CampaignSourceID API | nvarchar(15) | Source Campaign | CRCampaign | |
Description:The identifier of the marketing or sales campaign that resulted in creation of the business account. Corresponds to the value of the CRCampaign.CampaignID field. | ||||
CasesCountNonexistent in DBObsolete | int? | - | ||
Description:No description available | ||||
ClassID API | nvarchar(10) | Class ID | CRCustomerClass | |
Description:Identifier of the business acccount class to which the business account belongs. | ||||
ConsolidateToParent | bit | Consolidate Balance | - | |
Description:The total balance of the parent customer account including balances of its child accounts for which the value of this field is true on the Billing Info tab of this form. The amount includes the balances of all open documents and prepayments. This field is used in the Customer class and showed only on the Customers (AR303000) form. | ||||
ConsolidatingBAccountID | int | - | ||
Description:The field is preserved for internal use. | ||||
CountNonexistent in DBObsolete | int? | Count | - | |
Description:No description available | ||||
CreatedByID | uniqueidentifier | Created By | Users | |
Description:No description available | ||||
CreatedByScreenID | char(8) | - | ||
Description:No description available | ||||
CreatedDateTime | datetime | Created On | - | |
Description:No description available | ||||
CuryID API | nvarchar(5) | Currency ID | Currency | |
Description:The identifier of the Currency, which is applied to the documents of the business account. | ||||
CuryRateTypeID | nvarchar(6) | Curr. Rate Type | CurrencyRateType | |
Description:The identifier of the currency rate type, which is applied to the documents of the customer. The field is used only if the business account is a customer (that is, IsCustomerOrCombined is true). | ||||
DefAddressID | int | Default Address | Address | |
Description:The identifier of the CR.Address record used to store address data of the business account. Corresponds to the value of the Address.AddressID field. Also, the Address.BAccountID value must be equal to the BAccount.BAccountID value of the current business account. | ||||
DefContactID | int | Default Contact | Contact | |
Description:The identifier of the CR.Contact object used to store additional contact data of the business account. Corresponds to the value of the Contact.ContactID field. Also, the Contact.BAccountID value must be equal to the BAccount.BAccountID value of the current business account. | ||||
DefLocationID | int | Default Location | Location | |
Description:The identifier of the Location object linked with the business account and marked as default. The linked location is shown on the Shipping tab. Corresponds to the value of the Location.LocationID field. Also, the Location.BAccountID value must also equal to the BAccount.BAccountID value of the current business account. | ||||
GroupMask | varbinary | - | ||
Description:The group mask that indicates which restriction groups the business account belongs to. | ||||
IsBranch | bit | - | ||
Description:No description available | ||||
IsCustomerOrCombinedNonexistent in DB | bool? | - | ||
Description:A calculated field that indicates (if set to "true") that BAccount.Type is either BAccountType.CustomerType or BAccountType.CombinedType. | ||||
IsRelatedToProjectContactNonexistent in DB | bool? | Is Related To Project Contact | - | |
Description:No description available | ||||
LastActivityNonexistent in DBObsolete | DateTime? | Last Activity | - | |
Description:No description available | ||||
LastModifiedByID | uniqueidentifier | Last Modified By | Users | |
Description:No description available | ||||
LastModifiedByScreenID | char(8) | - | ||
Description:No description available | ||||
LastModifiedDateTime API | datetime | Last Modified On | - | |
Description:No description available | ||||
LegalName | nvarchar(255) | Legal Name | - | |
Description:The legal name of the company that is used by the 1099 Reporting feature only (see DAC.Organization). | ||||
LocaleName API | nvarchar(10) | Language/Locale | Locale | |
Description:The name of the business account locale. | ||||
NoteID API | uniqueidentifier | - | ||
Description:No description available | ||||
OverrideSalesTerritory | bit | Override Territory | - | |
Description:The flag identified that the salesTerritoryID is filled automatically based on Address.state and Address.countryID or can be assigned manually. | ||||
OwnerID API | int | Owner | Contact | |
Description:No description available | ||||
ParentBAccountID API | int | Business Account | BAccount | |
Description:The identifier of the parent business account. Corresponds to the value of the BAccount.BAccountID field of the parent account. This field is used for consolidating customer account balances on the parent account from child accounts. | ||||
PreviewHtmlNonexistent in DBObsolete | string | - | ||
Description:No description available | ||||
PrimaryContactID | int | Primary Contact | Contact | |
Description:The identifier of the CR.Contact object linked with the business account and marked as primary. Corresponds to the value of the Contact.ContactID field. Also, the Contact.BAccountID value must equal to the BAccount.BAccountID value of the current business account. | ||||
PseudonymizationStatus | int | Pseudonymized | - | |
Description:No description available | ||||
RegisteredEntityForReporting | bit | Registered Entity for Government Payroll Reporting | - | |
Description:The registered entity for government payroll reporting. | ||||
SalesTerritoryID | nvarchar(15) | Sales Territory | SalesTerritory | |
Description:The reference to SalesTerritory.salesTerritoryID. If overrideSalesTerritory is false then it's filled automatically based on Address.state and Address.countryID otherwise it's assigned by user. | ||||
SelectedNonexistent in DB | bool? | Selected | - | |
Description:No description available | ||||
Status API | char(1) | Customer Status | - | |
Description:No description available | ||||
TaxRegistrationID | nvarchar(50) | Tax Registration ID | - | |
Description:The registration ID of the company in the state tax authority. | ||||
Type API | char(2) | Type | - | |
Description:Represents the type of the business account. The field can have one of the values listed in the BAccountType class. The default value is BAccountType.ProspectType for a prospect, BAccountType.CustomerType for a customer, and BAccountType.VendorType for a vendor. | ||||
VOrgBAccountID | int | Vendor Restriction Group | - | |
Description:No description available | ||||
VStatus | char(1) | Vendor Status | - | |
Description:No description available | ||||
ViewInCrmNonexistent in DB | bool? | View In CRM | - | |
Description:No description available | ||||
WorkgroupID API | int | Workgroup | EPCompanyTree | |
Description:No description available | ||||
tstamp | timestamp | - | ||
Description:No description available | ||||