Field reference
Customer
How to use Customer in Customers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
This page is a record page in Sales & Marketing → Customers. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Customer Name, Customer Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Customer from Sales & Marketing → Customers, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Customer Namecustomer_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer Typecustomer_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Aliasalias | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Gendergender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Gender |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Billing Currencydefault_currency | Link Optional | All invoices and orders for this customer will be created in this currency. Linked record: Currency |
Company Bank Accountdefault_bank_account | Link Optional | Pre-filled on payment entries for this customer. Must be a company account. Linked record: Bank Account |
Price Listdefault_price_list | Link Optional | Fetched automatically on sales orders and invoices for this customer. Linked record: Price List |
Payment Terms Templatepayment_terms | Link Optional | Defines when payment is due (e.g. Net 30, 50% advance). Applied automatically on invoices for this customer. Linked record: Payment Terms Template |
Loyalty Programloyalty_program | Link Optional | Loyalty scheme this customer earns points under. Auto-assigned if a matching program exists. Linked record: Loyalty Program |
Loyalty Program Tierloyalty_program_tier | Data Optional · Read-only | Current tier based on accumulated points. Updated automatically on each invoice. |
Customer Primary Addresscustomer_primary_address | Link Optional | Reselect, if the chosen address is edited after save Linked record: Address |
Primary Addressprimary_address | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Customer Primary Contactcustomer_primary_contact | Link Optional | Reselect, if the chosen contact is edited after save Linked record: Contact |
Mobile Nomobile_no | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Email Idemail_id | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Default Accountsaccounts | Table Optional | If set, accounting entries for this customer will post to these accounts instead of the company default. Linked record: Party Account |
Credit & Overdue Limitscredit_limits | Table Optional | Transactions are blocked when the outstanding balance exceeds the credit limit. When Restrict Customer Over Billing is enabled, new invoices are also blocked when the customer's overdue amount exceeds the Overdue Limit. Linked record: Customer Credit Limit |
Is Internal Customeris_internal_customer | Check Optional | Mark if this customer represents an internal company. Enables inter-company transactions. |
Represents Companyrepresents_company | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Allowed to transact withcompanies | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Allowed To Transact With |
Tax IDtax_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Tax Categorytax_category | Link Optional | Controls which tax template is auto-applied when this customer is selected on a transaction. Linked record: Tax Category |
Tax Withholding Grouptax_withholding_group | Link Optional | Select the group first to filter the applicable withholding categories below. Linked record: Tax Withholding Group |
Tax Withholding Categorytax_withholding_category | Link Optional | TDS/TCS is calculated at the rate defined here on every payment from this customer. Linked record: Tax Withholding Category |
Allow sales invoice creation without sales orderso_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow sales invoice creation without delivery notedn_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is customer exempted from sales tax?exempt_from_sales_tax | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Disableddisabled | Check Optional | Blocks this customer from being used on any new transaction. |
Is Frozenis_frozen | Check Optional | Blocks new transactions and further accounting entries on this customer's account. Only users with the role set in Company's "Roles Allowed to Set and Edit Frozen Account Entries" can transact. |
Account Manageraccount_manager | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Sales Teamsales_team | Table Optional | Split commission credit across multiple sales persons. Linked record: Sales Team |
Sales Partnerdefault_sales_partner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Partner |
Commission Ratedefault_commission_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Customer Portal Usersportal_users | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Portal User |
Leadlead_name | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Lead |
Opportunityopportunity_name | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Opportunity |
Prospectprospect_name | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Prospect |
Market Segmentmarket_segment | Link Optional | Classify the type of market this customer belongs to, used for sales analysis and targeting. Linked record: Market Segment |
Industryindustry | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Industry Type |
Websitewebsite | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Print Languagelanguage | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Language |
Customer POS IDcustomer_pos_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer Detailscustomer_details | Text Optional | Internal notes about this customer. Not visible on transactions or the portal. |
Supplier Numberssupplier_numbers | Table Optional | Numbers this customer uses to identify your company in their own system. Linked record: Supplier Number At Customer |
Child tables
Default Accounts — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Default Accountaccount | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Advance Accountadvance_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Credit & Overdue Limits — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Credit Limitcredit_limit | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Bypass credit limit check at sales orderbypass_credit_limit_check | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allowed to transact with — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Sales Team — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Sales Personsales_person | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Person |
Contribution (%)allocated_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
Contribution to Net Totalallocated_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Commission Ratecommission_rate | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Incentivesincentives | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Customer Portal Users — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Useruser | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Supplier Numbers — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Supplier Numbersupplier_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.