web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Who is the customer an...
Small and medium business | Business Central, N...
Answered

Who is the customer and when to use bill to another account

(0) ShareShare
ReportReport
Posted on by Oskar Fajerson 10

Let me give two scenario. We are a Swedish company.

Scenario 1

We receive a PO from customer A (EU customer) to deliver to customer B (outside of EU)

We could register the order on customer A, with a specific delivery address that goes to customer B´s address

We could also register the order on customer B, with "bill to another account" customer B

What is the recommendation?

Scenario 2:

We have a factory in China.

A Danish customer (customer A) is placing an order with incoterms FCA.

We could register the order on Customer A, with shipping to them, but Incoterms FCA

We could register the order on Customer B, which is the address in China where FCA is with "Billing to another account" Customer A

What is the recommendation?

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Oskar Fajerson Profile Picture
    Oskar Fajerson 10 on at

    Wow. That is a great article. SUPER THANKS!!!

    This has really helped my company to move forward.

    We still have not decided which way to go, but hopefully we have the right info to take a decision.

    THANKS!

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi

    Based on new info you provided I am in agreement with you. The option 2 will serve your company better. 

    Maybe the following article can help you and your team to move with option 2. 

    https://www.olofsimren.com/bill-to-vs-sell-to-customer/ 

    Thanks

  • Oskar Fajerson Profile Picture
    Oskar Fajerson 10 on at

    Your feedback is highly apprecaited! Thanks. I noticed that this is a quite complex question.  Interesting to read 2, 3, agree that it makes more sense. More complicated is that it is also good to keep track of the end customer if customer a is a distributor, very nice to know the end customer and make reports where your products are used in the market.

    There must be many companies out there who have "distributors" or partners. I'm still in the mood to register the order on customer B, but I'm quite alone in my company :-) and some good points in your reply.

    Thanks

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi

    This is base on my experience. More professional people may have a better answer. 

    For both case I think practice one is a better practice. But at the end it depends on your company preferences. This is why:

    1) Sales recorded under correct customer which is customer A. 

    2) If customer A has special Price or Discount then sales order will receive special price or discount. 

    3) Since SO/Invoice is under customer A if they call your team can find them much easier. 

    4) If you run reports for customer then all sales are under Customer A which is your original customer. Let say you want to find your top customer or ... 

    5) if Customer B has a different sales rep than method 2 possibly pays commission to Customer B sales rep instead of customer A

    6) if Customer A asked for a special Document Layout then method 1 produce those formats. 

    Thanks 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,457

#2
Khushbu Rajvi. Profile Picture

Khushbu Rajvi. 742 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 669 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans