Chargeback Task Intelligence

Customer Code

Chargebacks are primarily associated with a billing customer, and secondarily to a customer.

Example For mass merchants, each retail store is defined as a customer, and the mass merchant’s billing headquarters is the billing customer. If the chargeback originates from a retail store, then the customer for the chargeback is different than the billing customer for the chargeback.

Customer Name

See Customer Code comments

Customer Search Name

The customer’s short name

Code-City-State

A combination of the customer code, city, and state

Customer Division

The customer’s sales division

Billing Customer Code

The customer code used for billing purposes

Billing Customer Name

The customer name used for billing purposes

History Customer Code

The customer code used for sales history purposes

History Customer Name

The customer name used for sales history purposes

Pricing Customer Code

The customer code used for pricing purposes

Customer Price Book

The customer price book

Customer Sales Rep ID

The ID of the primary sales representative for the customer

Customer Sales Rep Name

The name of the primary sales representative for the customer

Sales Team

The sales team of the primary sales representative

Customer Group

The customer’s sales group

Customer Territory

The customer’s sales territory

Customer State

The customer’s state

Customer Zip

The customer’s postal code

Customer Country

The customer’s country

Shipping Location Name

The customer’s shipping location name

Shipping Location Prefix

The customer’s shipping location prefix

Sales Location Name

The customer’s sales location name

Sales Location Prefix

The customer’s sales location prefix

Customer User-Defined 1

The customer’s user-defined 1 value

Customer User-Defined 2

The customer’s user-defined 2 value

Customer User-Defined 3

The customer’s user-defined 3 value

Customer User-Defined 4

The customer’s user-defined 4 value

Customer User-Defined 5

The customer’s user-defined 5 value

Customer User-Defined 6

The customer’s user-defined 6 value

Customer User-Defined 7

The customer’s user-defined 7 value

Customer User-Defined 8

The customer’s user-defined 8 value

Customer User-Defined 9

The customer’s user-defined 9 value

Customer User-Defined 10

The customer’s user-defined 10 value

Market Segment 1

The customer’s market segment 1 value

Market Segment 2

The customer’s market segment 2 value

Market Segment 3

The customer’s market segment 3 value

Market Segment 4

The customer’s market segment 4 value

Market Segment 5

The customer’s market segment 5 value

Market Segment 6

The customer’s market segment 6 value

Market Segment 7

The customer’s market segment 7 value

Market Segment 8

The customer’s market segment 8 value

Market Segment 9

The customer’s market segment 9 value

Market Segment 10

The customer’s market segment 10 value

Credit Customer Code

The customer code used for credit checking purposes

Credit Customer Name

The customer name used for credit checking purposes

Paying Customer Code

The customer code used for payment purposes

Paying Customer Name

The customer name used for payment purposes

Billing Customer Chargeback Team ID

The billing customer’s chargeback team code

Billing Customer Chargeback Group ID

The billing customer’s chargeback group code

Billing Customer Chargeback Group Name

The billing customer’s chargeback group name

Billing Customer Chargeback Division ID

The billing customer’s chargeback division code

Billing Customer Chargeback Division Name

The billing customer’s chargeback division name

Customer Chargeback Reason Code

The customer chargeback reason code of the chargeback

Chargeback Reason Code

The chargeback reason code of the chargeback

Chargeback Status Code

The chargeback status code of the chargeback

Chargeback Date

The chargeback date of the chargeback

Expiration Date

The expiration date of the chargeback

Created Date

The created date of the chargeback

Resolved Date

The resolved date of the chargeback

Reference # + Suffix

The unique reference number for the chargeback

Billing Customer Code + Store ID

The billing customer code/store ID of the chargeback

Original Amount

The original amount of the chargeback in the general ledger currency

Open Amount

The current open amount of the chargeback (as of the export) in the general ledger currency

Reference Date

The reference date of the chargeback

Due Date

The due date of the chargeback

Resolved

If the Resolved Date has a valid date, this field is a Yes, otherwise it is No

Count

'1' for every chargeback to facilitate counts within the cube

Closed Date

The closed date of the chargeback

Days to Close

The number of days to close for the chargeback

Payment Close Amt

The payment close amount

Credit Close Amt

The credit close amount

Write Off Close Amt

The write-off amount

Absorb Close Amt

The absorbed amount

Transfer Close Amt

The transfer close amount

Future Bucket

The Future bucket

Current Bucket

The current bucket

Past Due Aging Bucket 1

The first past due aging bucket

Past Due Aging Bucket 2

The second past due aging bucket

Past Due Aging Bucket 3

The third past due aging bucket

Past Due Aging Bucket 4

The fourth past due aging bucket

Past Due Aging Bucket 5

The fifth past due aging bucket

Past Due Aging Bucket 6

The sixth past due aging bucket

Credit Future Bucket

The credit future bucket

Credit Current Bucket

The credit current bucket

Credit Aging Bucket 1

The first credit aging bucket

Credit Aging Bucket 2

The second credit aging bucket

Credit Aging Bucket 3

The third credit aging bucket

Credit Aging Bucket 4

The fourth credit aging bucket

Credit Aging Bucket 5

The fifth credit aging bucket

Credit Aging Bucket 6

The sixth credit aging bucket

Total Open > 0

The total open greater than zero

Total Open < 0

The total open less than zero