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Customer-End User Relationships Workflow

This article provides information on a general scenario when the customer-end user relationships are used and the general workflow for setting up these relationships and using them in Subscription Billing.

General Scenario

To better understand the purpose of the customer and end user relationship, review this example.

  • Company A produces and sells software.
  • VAR# is a distributor of the software that Company A produces, where # is 1, 2, 3, etc.
  • EndUser# is the actual user of the software that Company A produces, where # is 1, 2, 3, etc.

The relationships are as follows: 

  • Company A and each VAR# is a business relationship, where VAR# is a customer of Company A.
  • VAR# and EndUser# is a business relationship where EndUser# is a customer of VAR#.

    Additionally, one VAR# can have relationships with several EndUser#s. However, one EndUser# can have a relationship with only one VAR#.

In Microsoft Dynamics 365 Business Central , Company A creates customer account records for each VAR#: VAR1, VAR2, VAR3, etc. and customer account records for each EndUser#: Enduser1, Enduser2, Enduser3, etc.

On the this page, the relationships between the VAR#s and the EndUser#s can be created as follows: 

  • VAR1 can have relationships with EndUser1, EndUser3, EndUser5.
  • VAR2 can have relationships with EndUser2, EndUser4, EndUser6.
  • VAR3 can have relationships with EndUser7, EndUser8, EndUser9.

With these customer and end user relationships, Company A can keep track of the actual end users of the software and learn more about subscription services and support offerings that EndUser# purchases.

Setup

The following windows are used for setting up the customer-end user relation ships: 

  • Use the Customer Card to create records that are both the customer and the end user.
    • For the end user records, ensure to use the Actions > ARCB > ARCB Default action that opens a dialog where you turn on the End User option.
    • To create the relationships, use the Actions > ARCB > End User Assign action.
  • Use the SBS ARCB Billing End User List to review a list of all available end user records.
  • Use the SBS ARCB Customer and End User Relationship page to assign end user records to customer records.

Assign End User to a Billing Schedule

After the customer-end user relationships are setup, the end user can be assigned to a billing schedule.