Customer

Summary

Customer that is associated to the funding source of a project for client projects, or the Customer field on the project for Internal projects.

Dynamics 365 Menu Item(s)

• Accounts receivable > Customers > All customers

Legacy data model’s data entities

• PMBI_deCustomer

New data model’s data entities

• FNBI_CustTableEntity
• FNBI_CustGroupEntity
• FNBI_DirPartyTableEntity

Synapse link approach tables

• CustTable
• CustGroup
• DirPartyTable
  

Field level functional description

• AccountNum: The unique identifier or account number assigned to each customer, used for tracking and referencing customer records.
• AccountNum_CustomerName: A combined field that includes both the account number and customer name, useful for display or selection purposes.
• CustomerGroup: The code or identifier for the group to which a customer belongs, often used for segmentation or classification.
• CustomerGroupName: The descriptive name of the customer group, providing a readable label for the group code.
• CustomerName: The full name of the customer, used for identification and reporting.
• CustomerName_AccountNum: A combined field that includes both the customer name and account number, useful for display or selection purposes.
• CustomerTaxGroup: The tax group assigned to the customer, used for tax calculation and compliance.
• CurrencyCode: The code of the currency associated with the customer, indicating the default currency for transactions.
• BankAccount: The bank account information for the customer, used for payment processing and financial transactions.