Customer Allowance Rule Import Format

A

1

Customer Allowance Type

12

Character

Yes

Enter a valid customer allowance type. For information on setting up customer allowance types, see Customer Allowance Type Maintenance.

B

2

All Order Classes

3

Yes/No

No

Enter Yes or Y if the customer allowance rule is for all order classes.

Enter No or N if the customer allowance rule is for a specific order class.

If this field is blank, it defaults to No.

C

3

Order Class

10

Character

Yes, only if you enter No or N for the All Order Classes field (position 2)

Enter an order class for the customer allowance rule. Leave this field blank if you enter Yes or Y for the All Order Classes field.

D

4

All Customers

3

Yes/No

No

Enter Yes or Y if the customer allowance rule is for all customers.

Enter No or N if the customer allowance rule is for a specific customer.

If this field is blank, it defaults to No.

E

5

Customer Code

12

Character

Yes, only if the All Customers field (position 4) is blank or No, and the Customer Allowance Group Code field (position 18) is blank

Enter a customer code for the customer allowance rule.

F

6

All Sales Locations

3

Yes/No

No

Enter Yes or Y if the customer allowance rule is for all sales locations.

Enter No or N if the customer allowance rule is for a specific sales location.

If this field is blank, it defaults to No.

G

7

Sales Location Prefix

3

Character

Yes, only if you enter No or N for the All Sales Locations field (position 6)

Enter an active sales location prefix for the customer allowance rule. Leave this field blank if you enter Yes or Y for the All Sales Locations field.

H

8

Start Date

10

99/99/9999

No

Enter the start date for the customer allowance rule. If this field is blank, it defaults to the current date.

I

9

End Date

10

99/99/9999

Yes

Enter the end date for the customer allowance rule.

J

10

Allowance Percent

5

>>9.99

Yes

Enter the allowance percentage for the customer allowance rule. This percentage of gross sales is used to calculate allowance amounts. Additional charges and discounts on orders are not included in the percentage.

You can enter zero if you want to configure a specific customer or customer allowance group to not have any customer allowances.

K

11

Allowance Account

29

Character

Yes

Enter the allowance account for the customer allowance rule. This field must be unformatted without hyphens, slashes, periods, spaces, etc.

L

12

Allowance Offset Account

29

Character

Yes

Enter the allowance offset account for the customer allowance rule. This field must be unformatted without hyphens, slashes, periods, spaces, etc.

M

13

Used in Commission Calculation

3

Yes/No

No

Enter Yes or Y to calculate commissions based on sales amounts that are reduced by the customer allowances calculated for the customer allowance rule.

N

14

Used in Royalty Calculation

3

Yes/No

No

Enter Yes or Y to calculate royalties based on sales amounts that are reduced by the customer allowances calculated for the customer allowance rule.

O

15

All Products

3

Yes/No

No

Enter Yes or Y if the customer allowance rule is for all products.

Enter No or N if the customer allowance rule is for a specific product, product category, product style, or product subcategory.

If this field is blank, it defaults to No.

P

16

Product Code

40

Character

Yes, only if you enter No or N for the All Products field, and the Product Category Code, Product Style Code, and Product Subcategory fields (positions 17, 19, and 20) are blank

Enter a valid product code for the customer allowance rule.

Q

17

Product Category Code

12

Character

Yes, only if you enter No or N for the All Products field, and the Product Code, Product Style Code, and Product Subcategory fields (positions 16, 19, and 20) are blank; this is also required if you enter a value in the Product Subcategory field (position 20)

Enter a valid product category code for the customer allowance rule.

R

18

Customer Allowance Group Code

12

Character

Yes, only if the All Customers field (position 4) is blank or No, and the Customer Code field (position 5) is blank

Enter a valid customer allowance group code for the customer allowance rule.

S

19

Product Style Code

12

Character

Yes, only if you enter No or N for the All Products field, and the Product Code, Product Category Code, and Product Subcategory fields (positions 16, 17, and 20) are blank

Enter a valid product style code for the customer allowance rule.

T

20

Product Subcategory Code

12

Character

Yes, only if creating a customer allowance rule for a product subcategory

Enter a valid product subcategory code for the customer allowance rule.