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Customer Card

Use this page to create and edit customer records. You can also view the statistics for a customer for a specific entity. For more information, see the Microsoft Dynamics 365 Business Central documentation.

Assign Entity Security to a Customer

To assign entity security to a customer record, follow the steps in the Microsoft Dynamics 365 Business Central documentation for creating or editing a customer record, and incorporate the following steps: 

  1. Select Actions > MEM Assign Entity Security.
  2. On the MEM Master Security page, check that the Direction, Master Records, and corresponding record field are updated with the values you want.

    3. These fields are automatically updated based on the selected record and cannot be changed.

  3. In the Destination Lines, select one or more entities for the relationship.

    4. For new records, your default entity or the first entity (if no default entity is selected) in the list is automatically assigned to the record.

  4. Close the MEM Master Security page to return to the card page for the record.

Assign Entities to Email Invoice Layouts

On any of your Customer cards you can set up document layouts for documents that you send to customers. Setting up document layouts is a standard feature of Microsoft Dynamics 365 Business Central. For more information about document layouts and customer cards, see Define Document Layouts for Customers and Vendors.

MEM provides additional functionality to the document layouts of customer cards. With MEM, you can select which email addresses are used when you send a sales invoice or sales credit memo by email. The email addresses can be assigned depending on the entity associated with a sales invoice so that the customer receiving an invoice is receiving it from the correct entity and with the relevant entity information in the email invoice layout. For example, if you want to make sure that Customer X always receives invoices from entity 100, then you can assign that entity to the document layout with Purchases@CustomerX.com as the email address.

When a sales invoice or sales credit memo has an entity in the header, and that entity is listed in a document layout, then the Send to Email address in that document layout is used for that invoice or credit memo. In other words, that email address receives the invoice or credit memo.

If a header entity is not assigned to a document layout, then an invoice or credit memo using that specific document layout will be sent to the email addresses of every entity to which you have access when you send or print a document.

To assign entities to specific email invoice layouts, do the following:

  1. Go to the Customer card which you want to use to setup email invoices.
  2. Select Customer on the Action tab, and open Document Layouts.
  3. Create a new document layout by selecting New.
  4. Make sure it matches the following fields:
    1. Usage: Credit Memo or Invoice. You can only select entities to associate with a document layout if you are using one of these two types of usage.
    2. Report ID: Select the type of report you want to use. For example, you can use the MEM Sales - Invoice report ID: 70210886. The report caption is automatically updated when you select the Report ID.
    3. Company Code: Select the entity or entities you want to associate with this specific invoice.
    4. Email Attachment Layout: Select the document layout you want to use for the email invoice.
    5. Send To Email: Enter the email address or addresses which you want to send the invoices to – invoices which come from the entities you selected under Company Code.
  5. You can then save and close the page.

This page contains the following fields: 

Field Description
Company Code

Select the entities you want to associate with the selected document layout. You can select multiple entities.

Card Fields

This page contains the following fields: 

Field Description
Intercompany Entity

Select the entity to be use for intercompany trade transactions for the customer record.

Note icon. Note: If intercompany transactions exist for the customer record, this value cannot be edited or deleted.

For more information on intercompany trade, see Intercompany Trade Workflow.
Balance As Vendor

Displays the balance for the customer record when it is considered a vendor. For more information, see the Microsoft Dynamics 365 Business Central documentation.

With Multi-Entity Management, the balance includes all amounts for the entities that apply to the contact record when it is a vendor.

Intercompany Suite
Default IC Suite Entity Specify the default entity of the IC Suite partner.

Card Actions

This page contains the following actions: 

Customer Card Actions
Action Description
Actions > MEM Assign Entity Security

Opens the MEM Master Security page where you assign entities to the record.

When you select this action, the following header fields on the MEM Master Security are automatically updated as follows and cannot be changed: 

  • Direction is set to Master
  • Master Records is set to Customer
  • Customer is set to the record on this page
Navigate > History > Statistics Opens the Customer Statistics page.
Navigate > History > Entry Statistics Opens the Customer Entry Statistics page.
Intercompany Suite
IC Suite Master Data Sync Opens the IC Suite Master Data Sync page.

Customer Statistics

Use this page to view the general statistics overview for the customer. The Entity Filter on this window allows you to select one or more entities to which you have access.

  • When the Entity Filter contains specific entities, the report includes the totals for the specified entities.
  • When the Entity Filter contains a range of entities, the report includes the totals for the specified entity range.
  • When the Entity Filter is empty, the report shows all records includes the totals for the entities to which you have access.

For example, a vendor belongs to entities 100, 200, 300, and 400. When the Entity Filter is 100 and 200, the page is updated to show the vendor statistics for the vendor for all selected entities. To view the vendor statistics for different entities, change the Entity Filter.

For more information, see the Microsoft Dynamics 365 Business Central documentation.

View Customer Statistics

To view the general statistics for a customer, follow these steps: 

  1. Open the Customer Card page for the customer record you want to view.
  2. Select Navigate > History > Statistics .
  3. In the dialog that appears, select one or more entities in the Entity Filter.

    4. The Customer Statistics page shows the customer statistic totals for the selected entities.

  4. To see the customer statistics for different entities, select change the Entity Filter.

Customer Entry Statistics

Use this page to view the entry statistics overview for the customer. For more information, see the Microsoft Dynamics 365 Business Central documentation.

View Customer Entry Statistics

To view the entry statistics for a customer, follow these steps: 

  1. Open the Customer Card page for the customer record you want to view.
  2. Select Navigate > History > MEM Entry Statistics.
  3. Select the Entity Code you want to view.
    The page is updated with the customer entry statistics for the specified entity.
  4. To see the customer entry statistics for a different entity, select a different Entity Code.