Customer Card

Use this page for creating and editing customer records.

For more information, see Register New Customers in the Microsoft Dynamics 365 Business Central documentation.

Set Up Customer-End User Relationship

Customer records can be set up to be end users for other customer records so that you can establish customer-end user relationship and attach the end user to a billing schedule. To set the customer-end user relationship, follow these steps: 

1. Follow the steps in the Microsoft Dynamics 365 Business Central documentation to create customer records.
2. For the customer records that you want to be end users, select Actions > ARCB > ARCB Defaults.
   1. On the dialog that appears, turn on the End User option and then close the dialog.
      Ensure this option is turned on for all customer records that you want to use as the end user for customer-end user relationships.
3. For customer records to which you want to assign end users, select Actions > ARCB > End User Assign.
   1. The SBS ARCB Customer and End User Relationship page opens.
      The Customer value is automatically updated with the current customer.
   2. In the list select one or more End User records for the relationships.
   3. When you are finished creating relationships, close the page.

To view a list of all available end users, open the SBS ARCB Billing End User List page. You can also use this page to create end user records.

Currently, customer-end user relationships can only be reviewed in one direction, from the customer record only, not the end user record. For example, a customer VAR1 has relationships with EndUser1, EndUser3, and EndUser5. On the SBS ARCB Customer and End User Relationship, you can see that VAR1 has relationships with records, EndUser1, EndUser3, and EndUser5. However, when you review the EndUser1 record, no customer records for this end user can be viewed.

After the relationships are created, you can attach an end user (End User No.) to a billing schedule.

View Billing Schedules

To view the billing schedules for a customer, follow these steps: 

1. For the selected customer, select Actions > ARCB > Billing Schedule.
2. A page showing a list of all billing schedules for the current customer appears.

View Deferral Schedules

To view the deferral schedules for a customer, follow these steps: 

1. For the selected customer, select Actions > ARED > Deferral Schedule.
2. A page showing a list of all deferral schedules for the current customer appears.

Actions

This page contains the following actions: 

Button	Description
Actions > ARCB
ARCB Defaults	Opens the SBS ARCB Customer Defaults dialog where you can turn on the End User option for customer records that can be used as end users in a customer-end user relationship.
End User Assign	Opens the SBS ARCB Customer and End User Relationship page where you create and edit end-user and customer relationships.
Billing Schedule	Opens a page where you can view a list of all active billing schedules for the current customer.
Actions > ARED
Deferral Schedule	Opens a page where you can view a list of all active deferral schedules for the current customer.

Fields

This page contains the following actions: 

Button	Description
Allow Multiple Posting Groups	Turn on to use alternative posting groups when creating invoices for the selected customer. For more information about working with posting groups, see Use Multiple Customer Posting Groups and also Set Up Posting Groups.