---
title: "Customer Info - Process"
slug: "bc-customer-info-process"
updated: 2026-06-25T11:45:27Z
published: 2026-06-25T11:45:27Z
canonical: "docs.staedean.com/bc-customer-info-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Info - Process

## Process flow

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(280).png)

## Steps

> [!NOTE]
> Make sure you have already set up the [prerequisites](/business-central/docs/bc-customer-info-prerequisites) for this process.

1. Select the Customer Information menu button.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(281).png)
2. The following page appears. Either enter customer number 10000 and confirm with **F4=OK** to proceed to step 5, or use **F6=Search** for the next step.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(282).png)
3. Enter `*CAN*` in the search filter and start the search by pressing **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(283).png)
4. A list of customers appears filtered with the entered filter. Select customer 10000 and continue with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(284).png)
5. The customer data is displayed. This data is fetched directly from D365 BC and contains normal data fields as well as calculated FlowFields, for example **Balance (LCY)** or **No. of Orders**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(285).png)
6. Press **F7=Open Orders** to show a list of sales orders not yet completely shipped to the customer. Press **F1=Back** to return to the customer overview. Press **F8=🖨️Print** to print the sales order confirmation report for the selected sales order using the print function.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(286).png)
7. Press **F8=Shipments** to show the posted shipment lines for the customer. Leaf through them and return to the overview with **F1=Back**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(287).png)
8. Press **F9=Internal Remarks** to display the entered comments for the customer. Press **F1=Back** to return to the customer overview. Press **F4=Another Customer** to view another customer, or end the process.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(288).png)

## Related

- [Customer Info](/bc-customer-info.md)
- [Customer Info - Prerequisites](/bc-customer-info-prerequisites.md)