AR
Customer
AR-specific business account data related to customer payment methods, statement cycles, and credit verification rules.
View API Entity: Customer
/entity/Default/25.200.001/Customer| Field Name | Type | Display Name | Foreign Key | |
|---|---|---|---|---|
AcctCD API | nvarchar(30) | Customer ID | - | |
Description:The human-readable identifier of the customer account, which is specified by the user or defined by the auto-numbering sequence during creation of the customer. This field is a natural key, as opposed to the surrogate key BAccount.BAccountID. | ||||
AcctName API | nvarchar(255) | Customer Name | - | |
Description:The full business account name (as opposed to the short identifier provided by Customer.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 customer documents (which is specified by Customer.CuryID) can be overridden by a user during document entry. | ||||
AllowOverrideRate API | 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. | ||||
AttributesNonexistent in DB | string | - | ||
Description:A service field, which is necessary for the dynamically added attributes defined at the customer class level to function correctly. | ||||
AutoApplyPayments API | bit | Auto-Apply Payments | - | |
Description:If set to "true", indicates that the payments of the customer should be automatically applied to the open invoices upon release. | ||||
BAccountClassID | nvarchar(10) | Business Account Class | - | |
Description:The BAccount.classID field, which is used for internal purposes. | ||||
BAccountID API | 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. | ||||
BaseBillContactIDObsolete | int | Default Contact | Contact | |
Description:An obsolete field. | ||||
BaseCuryID | nvarchar(5) | Base Currency ID | CurrencyList | |
Description:The base Currency of the Branch. This unbound field corresponds to the Organization.BaseCuryID. | ||||
BillCustomerID | int | Billing Customer | Customer | |
Description:No description available | ||||
BillLocationID | int | Billing Location | - | |
Description:No description available | ||||
BillShipmentSource | char(2) | Ship-To Address | - | |
Description:No description available | ||||
BillingCycleID | int | Billing Cycle | FSBillingCycle | |
Description:No description available | ||||
CCProcessingIDObsolete | nvarchar(1024) | - | ||
Description:An obsolete field. | ||||
COGSAcctID | int | COGS Account | Account | |
Description:No description available | ||||
COrgBAccountID API | int | Restrict Visibility To | - | |
Description:No description available | ||||
CampaignSourceID | 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 | ||||
ClassIDObsolete | nvarchar(10) | Class ID | CRCustomerClass | |
Description:A read-only equivalent of the Customer.CustomerClassID field, which is used for internal purposes. | ||||
ConsolidateStatements | bit | Consolidate Statements | - | |
Description:When set to true indicates that consolidated statements are prepared for the customer and its parent and siblings. Otherwise, individual statements are prepared. | ||||
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 API | datetime | Created On | - | |
Description:No description available | ||||
CreditDaysPastDue | smallint | Credit Days Past Due | - | |
Description:If Customer.CreditRule enables verification by days past due, this field determines the maximum number of credit days past due allowed for the customer. The actual number of days past due is calculated from the due date of the earliest open customer invoice (which is specified by ARBalances.OldInvoiceDate). | ||||
CreditLimit API | decimal | Credit Limit | - | |
Description:If Customer.CreditRule enables verification by credit limit, this field determines the maximum amount of credit allowed for the customer. | ||||
CreditRule | char(1) | Credit Verification | - | |
Description:The type of credit verification for the customer. The list of possible values of the field is determined by CreditRuleAttribute. | ||||
CuryID API | nvarchar(5) | Currency ID | Currency | |
Description:The identifier of the Currency, which is applied to the documents of the customer. | ||||
CuryRateTypeID API | nvarchar(6) | Curr. Rate Type | CurrencyRateType | |
Description:The identifier of the currency rate type, which is applied to the documents of the customer. | ||||
CustomerCategory API | char(1) | Customer Category | - | |
Description:The customer category, indicating whether the customer is an individual or an organization. | ||||
CustomerClassID API | nvarchar(10) | Customer Class | CustomerClass | |
Description:Identifier of the customer class to which the customer belongs. | ||||
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. | ||||
DefBillAddressID | int | Address | ||
Description:The billing Address associated with the customer. | ||||
DefBillContactID | int | Default Contact | Contact | |
Description:The billing Contact associated with the customer. | ||||
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. | ||||
DefPMInstanceID | int | PMInstance | ||
Description:The unique identifier of the PMInstance object associated with the customer's default payment method. | ||||
DefPaymentMethodID | nvarchar(10) | Default Payment Method | PaymentMethod | |
Description:The identifier of the customer's default PaymentMethod. | ||||
DefSOAddressIDObsolete | int | Address | ||
Description:An obsolete field. | ||||
DefaultBillingCustomerSource | char(2) | Default Billing Customer | - | |
Description:No description available | ||||
DiscTakenAcctID | int | Cash Discount Account | Account | |
Description:The account that is used to process the amounts of cash discount taken by the customer. | ||||
DiscTakenSubID | int | Cash Discount Sub. | Sub | |
Description:The subaccount that is used to process the amounts of cash discount taken by the customer. | ||||
ECMCompanyCode | nvarchar(255) | Company Code | - | |
Description:The company codes for which the customer is created in the external exemption certificate management system. | ||||
FinChargeApply API | bit | Apply Overdue Charges | - | |
Description:If set to "true", indicates that financial charges can be calculated for the customer. | ||||
GroupMask | varbinary | - | ||
Description:The group mask of the customer. The value of the field is used for the purposes of access control. | ||||
IncludedNonexistent in DB | bool? | Included | - | |
Description:An unbound Boolean field that is provided for implementation of the IIncludable interface, which is a part of the row-level security mechanism of Acumatica. | ||||
IsBillContSameAsMainNonexistent in DBObsolete | bool? | Same as Main | - | |
Description:No description available | ||||
IsBillSameAsMainNonexistent in DBObsolete | bool? | Same as Main | - | |
Description:No description available | ||||
IsBranch | bit | - | ||
Description:No description available | ||||
IsCustomerOrCombinedNonexistent in DB | bool? | - | ||
Description:A calculated field that indicates (if set to "true") that Customer.Type is either BAccountType.CustomerType or BAccountType.CombinedType. The field is inherited from the BAccount class and must always return "true" for a customer account. | ||||
IsECMValid | bit | - | ||
Description:A Boolean value that indicates (if set to true) that the customer record in the external exemption certificate management (ECM) system is up-to-date. If the value is "false", the customer record has been updated in Acumatica ERP since this record was created with the ECM system. The record should be updated in the external ECM system. | ||||
IsExtendingToCustomerNonexistent in DB | bool? | - | ||
Description:No description available | ||||
IsGuestCustomer API | bit | - | ||
Description:Indicates whether the customer record is a Guest Customer used for importing guest orders. | ||||
IsRelatedToProjectContactNonexistent in DB | bool? | Is Related To Project Contact | - | |
Description:No description available | ||||
LanguageIDObsolete | char(4) | - | ||
Description:An obsolete field. | ||||
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 | nvarchar(10) | Language/Locale | Locale | |
Description:The name of the customer's locale. | ||||
MailDunningLetters API | bit | Send Dunning Letters by Email | - | |
Description:If set to "true", indicates that dunning letters should be sent to the customer by email. | ||||
MailInvoices API | bit | Send Invoices by Email | - | |
Description:If set to "true", indicates that invoices should be sent to the customer by email. | ||||
NoteID API | uniqueidentifier | - | ||
Description:The unique identifier of the note associated with the customer account. | ||||
bool? | Override | - | ||
Description:A calculated field. If set to "false", indicates that the customer's billing address is the same as the customer's default address. The field is populated by a formula, working only in the scope of the Customers (AR303000) form. See CustomerMaint.CustomerBillSharedAddressOverrideGraphExt" | ||||
bool? | Override | - | ||
Description:A calculated field. If set to "false", indicates that the customer's billing contact is the same as the customer's default contact. The field is populated by a formula, working only in the scope of the Customers (AR303000) form. See CustomerMaint.CustomerBillSharedContactOverrideGraphExt" | ||||
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 | int | Owner | Contact | |
Description:No description available | ||||
ParentBAccountID API | int | Business Account | BAccountR | |
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. | ||||
PaymentsByLinesAllowed | bit | Pay by Line | - | |
Description:No description available | ||||
PrepaymentAcctID | int | Prepayment Account | Account | |
Description:The identifier of the account that serves as the default value of the ARRegister.ARAccountID field for the prepayment documents. | ||||
PrepaymentSubID | int | Prepayment Sub. | Sub | |
Description:The identifier of the subaccount that serves as the default value of the ARRegister.ARSubID field for the prepayment documents. | ||||
PreviewHtmlNonexistent in DBObsolete | string | - | ||
Description:No description available | ||||
PrimaryContactID API | 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. | ||||
PrintCuryStatements API | bit | Multi-Currency Statements | - | |
Description:If set to "true", indicates that customer statements should be generated for the customer in multi-currency format. | ||||
PrintDunningLetters API | bit | Print Dunning Letters | - | |
Description:If set to "true", indicates that dunning letters should be printed for the customer. | ||||
PrintInvoices API | bit | Print Invoices | - | |
Description:If set to "true", indicates that invoices should be printed for the customer. | ||||
PrintStatements API | bit | Print Statements | - | |
Description:If set to "true", indicates that customer statements should be printed for the customer. | ||||
PseudonymizationStatus | int | Pseudonymized | - | |
Description:No description available | ||||
RegisteredEntityForReporting | bit | Registered Entity for Government Payroll Reporting | - | |
Description:The registered entity for government payroll reporting. | ||||
RequireCustomerSignature | bit | Require Customer Signature on Mobile App | - | |
Description:No description available | ||||
RetainageApply | bit | Apply Retainage | - | |
Description:No description available | ||||
RetainagePct | decimal | Retainage Percent | - | |
Description:No description available | ||||
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 | ||||
SendInvoicesTo | char(2) | Bill-To Address | - | |
Description:No description available | ||||
SendStatementByEmail API | bit | Send Statements by Email | - | |
Description:No description available | ||||
SharedCreditChildNonexistent in DB | bool? | - | ||
Description:When "true", indicates that the customer is a child with the selected 'Share Credit Policy' option | ||||
SharedCreditCustomerID | int | Customer | ||
Description:Identifier of the customer, through which the credit control is set up and maintained for this customer. When Customer.SharedCreditPolicy is true, this field holds the ID of the parent customer (if present). When Customer.SharedCreditPolicy is false, credit control is executed individually for this customer and this field is equal to its ID. Corresponds to the BAccount.BAccountID field. The field is populated by a formula, working only in the scope of the Customers (AR303000) form. See CustomerMaint.Customer_SharedCreditCustomerID_CacheAttached" | ||||
SharedCreditPolicy | bit | Share Credit Policy | - | |
Description:If set to "true", indicates that: - Credit control is enabled at the parent level; that is, the group credit verification settings are specified for the parent account. - Dunning letters are consolidated to the parent account. | ||||
SmallBalanceAllow API | bit | Enable Write-Offs | - | |
Description:If set to "true", indicates that small balance write-offs are allowed for the customer. | ||||
SmallBalanceLimit API | decimal | Write-Off Limit | - | |
Description:If SmallBalanceAllow is set to "true", the field determines the maximum small balance write-off limit for customer documents. | ||||
StatementChildNonexistent in DB | bool? | - | ||
Description:When "true", indicates that the customer is a child with the selected 'Consolidate Statements' option | ||||
StatementCustomerID | int | Customer | ||
Description:Identifier of the customer, whose statements include data for this customer. When Customer.ConsolidateStatements is true, this field holds the ID of the parent customer (if present). When Customer.ConsolidateStatements is false, individual statements are prepared and this field is equal to the ID of this customer. Corresponds to the BAccount.BAccountID field. The field is populated by a formula, working only in the scope of the Customers (AR303000) form. See CustomerMaint.Customer_StatementCustomerID_CacheAttached" | ||||
StatementCycleId API | nvarchar(10) | Statement Cycle ID | ARStatementCycle | |
Description:The identifier of the statement cycle to which the customer is assigned. | ||||
StatementLastDate | datetime | Statement Last Date | - | |
Description:The date when the statements were last generated for the customer. | ||||
StatementType API | char(1) | Statement Type | - | |
Description:The type of customer statements generated for the customer. The list of possible values of the field is determined by StatementTypeAttribute. | ||||
Status API | char(1) | Customer Status | - | |
Description:No description available | ||||
SuggestRelatedItems | bit | Suggest Related Items | - | |
Description:No description available | ||||
TaxRegistrationID | nvarchar(50) | Tax Registration ID | - | |
Description:The registration ID of the company in the state tax authority. | ||||
TermsID API | nvarchar(10) | Terms | Terms | |
Description:The identifier of the default terms, which are applied to the documents of the customer. | ||||
Type | char(2) | Type | - | |
Description:Represents the type of the business account of the customer. The field defaults to BAccountType.CustomerType; however, the field can have a value of BAccountType.CombinedType if the customer account has been extended to this type. | ||||
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 | int | Workgroup | EPCompanyTree | |
Description:No description available | ||||
chkServiceManagementNonexistent in DB | bool? | - | ||
Description:No description available | ||||
tstamp | timestamp | - | ||
Description:No description available | ||||