Sales Representative Import Format

A

1

Sales Representative ID

12

Character

Yes

Enter a sales representative ID for the sales representative.

B

2

Commission Group

12

Character

No

Enter a valid commission group if the sales representative is a member of one. For information on setting up commission groups, see Commission Group Maintenance.

C

3

Sales Team

12

Character

No

Enter a valid sales team if the sales representative is a member of one. For information on setting up sales teams, see Sales Team Maintenance.

D

4

First Name

20

Character

Yes

Enter the sales representative's first name.

E

5

Last Name

25

Character

Yes

Enter the sales representative's last name.

F

6

Social Security Number

9

Character

No

Enter the sales representative's social security number (without dashes).

G

7

Other ID

12

Character

No

Enter an additional identification number for the sales representative.

H

8

Address Line 1

60

Character

No

Enter the first line of the sales representative's address.

I

9

Address Line 2

60

Character

No

Enter the second line of the sales representative's address.

J

10

City

40

Character

No

Enter the city of the sales representative's address.

K

11

State/Province

3

Character

No

Enter a valid state or province of the sales representative's address. For information on setting up states and provinces, see State and Province Maintenance.

L

12

Postal Code

10

Character

No

Enter the postal code of the sales representative's address. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. For more information on postal codes, see Postal Code Maintenance.

M

13

Country

10

Character

No

Enter a valid country code for the sales representative's address.

N

14

Email Address

60

Character

No

Enter the sales representative's email address.

O

15

Remarks

160

Character

No

Enter any information about the sales representative.

P

16

Representative Type

1

Character

No

Enter F (first or primary sales representative), S (secondary sales representative) or B (both - can be a primary or secondary sales representative).

Note The type determines if this sales representative can be designated as first and/or second in Customer Maintenance and Order Entry.

If this field is blank, it defaults to F.

Q

17

Phone Number

16

Character

No

Enter the sales representative's phone number. The format of the telephone number is set up in Country Maintenance.

R

18

Fax Number

16

Character

No

Enter the sales representative's fax number. The format of the telephone number is set up in Country Maintenance.

S

19

Cell Phone Number

16

Character

No

Enter the sales representative's cell phone number. The format of the telephone number is set up in Country Maintenance.

T

20

User Defined 1

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

U

21

User Defined 2

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

V

22

User Defined 3

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

W

23

User Defined 4

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

X

24

User Defined 5

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

Y

25

User Defined 6

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

Z

26

User Defined 7

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

AA

27

User Defined 8

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

AB

28

User Defined 9

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

AC

29

User Defined 10

400

Character, Date, Decimal, Integer, or Logical

No

Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.

AD

30

Manager

12

Character

No

Enter a sales representative ID for the manager.