Contact Import Format

A

1

Customer/Supplier/Prospect Code

15

Character

Yes

Enter a valid customer, supplier, or prospect code for the contact.

B

2

Sequence/Ship-to Number

8

Integer

No

Enter the sequence number for contacts. This keeps track of multiple contacts. If you are importing a contact for a customer ship-to or bill-to address, the sequence number should be a valid number in Customer Maintenance. If this field is left blank, it defaults to 0.

C

3

Contact Type

20

Character

No

Enter a valid contact type for the contact. For information on setting up contact types, see Contact Type Maintenance.

Note If you leave this field blank, the contact is assigned the DEFAULT contact type.

D

4

Contact Name

30

Character

Yes

Enter the name of the contact person.

E

5

Salutation

20

Character

No

Enter how the contact should be greeted.

F

6

Title

20

Character

No

Enter the title of the contact person.

G

7

Phone Number 1

16

Character

No

Enter the phone number of the contact. The format of the telephone number is set up in Country Maintenance.

H

8

Cell Phone Number

16

Character

No

Enter the cell phone number of the contact. The format of the telephone number is set up in Country Maintenance.

I

9

Fax Number

16

Character

Yes, only if the Fax field is required for the contact type of the contact, or the contact will receive a document by fax

Enter the fax number of the contact. The format of the fax number is set up in Country Maintenance.

J

10

Home Phone Number

16

Character

No

Enter the home phone number of the contact. The format of the telephone number is set up in Country Maintenance.

K

11

Address 1

30

Character

Yes, only if the Address 1 field is required for the contact type of the contact

Enter the first line of the contact's street address.

L

12

Address 2

30

Character

No

Enter the second line of the contact's street address.

M

13

Address 3

30

Character

No

Enter the third line of the contact's street address.

N

14

City

40

Character

Yes, only if the City field is required for the contact type of the contact

Enter the city of the contact's address.

O

15

State/Province

3

Character

Yes, only if a state/province is required for the country of the contact's address

Enter an existing state or province code for the contact address. State and province codes are defined in State and Province Maintenance.

P

16

Postal Code

11

Character

Yes, only if the Postal Code field is required for the contact type of the contact

Enter the postal code of the 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.

Q

17

Country

10

Character

Yes

Enter a valid country code for the contact's address. Countries are defined in Country Maintenance.

R

18

Notes

350

Character

No

Enter notes about the contact.

S

19

Other Data

20

Character

No

Enter other data about the contact.

T

20

Email Address

254

Character

Yes, only if the Email Address field is required for the contact type of the contact, or the contact will receive a document by email

Enter the primary email address for the contact.

U

21

Primary Contact

3

Yes/No

No

Enter Yes if the contact is the primary contact for the customer, prospect, or supplier.

Enter No if the contact is not the primary contact.

There can only be one primary contact for each customer, prospect, and supplier.

If this field is blank, and no primary contact exists for the customer, prospect, or supplier, it defaults to Yes. If this field is blank, and a primary contact exists for the customer, prospect, or supplier, it defaults to No.

V

22

Contact Group

12

Character

Yes

Enter a valid contact group for the contact. For more information on contact groups, see Contact Group Maintenance.

W

23

User Defined 1

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

X

24

User Defined 2

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

Y

25

User Defined 3

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

Z

26

User Defined 4

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

AA

27

User Defined 5

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

AB

28

User Defined 6

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

AC

29

User Defined 7

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

AD

30

User Defined 8

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

AE

31

User Defined 9

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

AF

32

User Defined 10

400

Character, Date, Decimal, Integer, or Logical

No

Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance.

AG

33

Phone Extension

6

Character

No

Enter the phone number extension for the contact (e.g., extension 6578).

AH

34

Collection Statement

7

Character

No

Enter Fax, Email, or Printer if you want the contact to receive collection statements by fax, email, or printed copy. If you select Email or Fax, you must enter the contact's email address or fax number in the appropriate field.

AI

35

Invoice

7

Character

No

Enter Fax, Email, or Printer if you want the contact to receive invoices by fax, email, or printed copy. If you select Email or Fax, you must enter the contact's email address or fax number in the appropriate field.

AJ

36

Order Acknowledgment

7

Character

No

Enter Fax, Email, or Printer if you want the contact to receive order acknowledgments by fax, email, or printed copy. If you select Email or Fax, you must enter the contact's email address or fax number in the appropriate field.

AK

37

County

20

Character

No

Enter the county of the contact's address.

AL

38

Purchase Order

7

Character

No

Enter Fax, Email, or Printer if you want the contact to receive purchase orders by fax, email, or printed copy. If you select Email or Fax, you must enter the contact's email address or fax number in the appropriate field.

AM

39

Promise Date Change

7

Character

No

Enter Fax, Email, Printer, or Phone if you want the contact to receive promise date changes by fax, email, printed copy, or phone. If you select Email, Fax, or Phone, you must enter the contact's email address, fax number, or phone number in the appropriate field.

AN

40

Collection Statement Subject

255

Character

No

Enter a subject for the email to which the collection statement is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. If you enter a subject, you must enter Email or Fax for the Collection Statement field (position 34).

Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

AO

41

Collection Statement Body

1000

Character

No

Enter a body for the email to which the collection statement is attached if you are delivering it via email. If you enter a body, you must enter Email or Fax for the Collection Statement field (position 34).

Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

AP

42

Collection Statement Report File Prefix

255

Character

No

Enter a prefix for the attached collection statement file name if you are delivering it via email. If you enter a file prefix, you must enter Email for the Collection Statement field (position 34).

AQ

43

Invoice Subject

255

Character

No

Enter a subject for the email to which the invoice is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. If you enter a subject, you must enter Email or Fax for the Invoice field (position 35).

Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

AR

44

Invoice Body

1000

Character

No

Enter a body for the email to which the invoice is attached if you are delivering it via email. If you enter a body, you must enter Email or Fax for the Invoice field (position 35).

Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

AS

45

Invoice Report File Prefix

255

Character

No

Enter a prefix for the attached invoice file name if you are delivering it via email. If you enter a file prefix, you must enter Email for the Invoice field (position 35).

AT

46

Send All Invoices

3

Yes/No

No

Enter Yes if the contact will receive all invoices (not just the invoices associated with the contact).

AU

47

Order Acknowledgment Subject

255

Character

No

Enter a subject for the email to which the order acknowledgment is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. If you enter a subject, you must enter Email or Fax for the Order Acknowledgment field (position 36).

Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

AV

48

Order Acknowledgment Body

1000

Character

No

Enter a body for the email to which the order acknowledgment is attached if you are delivering it via email. If you enter a body, you must enter Email or Fax for the Order Acknowledgment field (position 36).

Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

AW

49

Order Acknowledgment Report File Prefix

255

Character

No

Enter a prefix for the attached order acknowledgment file name if you are delivering it via email. If you enter a file prefix, you must enter Email for the Order Acknowledgment field (position 36).

AX

50

Send All Order Acknowledgments

3

Yes/No

No

Enter Yes if the contact will receive all order acknowledgments (not just the order acknowledgments associated with the contact).

AY

51

Purchase Order Subject

255

Character

No

Enter a subject for the email to which the purchase order is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. If you enter a subject, you must enter Email or Fax for the Purchase Order field (position 38).

Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

AZ

52

Purchase Order Body

1000

Character

No

Enter a body for the email to which the purchase order is attached if you are delivering it via email. If you enter a body, you must enter Email or Fax for the Purchase Order field (position 38).

Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

BA

53

Purchase Order Report File Prefix

255

Character

No

Enter a prefix for the attached purchase order file name if you are delivering it via email. If you enter a file prefix, you must enter Email for the Purchase Order field (position 38).

BB

54

Send All Purchase Orders

3

Yes/No

No

Enter Yes if the contact will receive all purchase orders (not just the purchase orders associated with the contact).

BC

55

Promise Date Change Subject

255

Character

No

Enter a subject for the email to which the promise date change document is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. If you enter a subject, you must enter Email or Fax for the Promise Date Change field (position 39).

Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

BD

56

Promise Date Change Body

1000

Character

No

Enter a body for the email to which the promise date change document  is attached if you are delivering it via email. If you enter a body, you must enter Email or Fax for the Promise Date Change field (position 39).

Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

BE

57

Promise Date Change Report File Prefix

255

Character

No

Enter a prefix for the attached promise date change document file name if you are delivering it via email. If you enter a file prefix, you must enter Email for the Promise Date Change field (position 39).

BF

58

CRM Notes

1000

Character

No

Enter information about the customer and contact. This information is displayed for CRM tasks.

BG

59

Allowed to Call

3

Yes/No

No

Enter No if the contact does not allow your company to communicate with them by phone. If this is blank, it defaults to Yes.

BH

60

Allowed to Fax

3

Yes/No

No

Enter No if the contact does not allow your company to communicate with them by fax. If this is blank, it defaults to Yes.

BI

61

Allowed to Mail

3

Yes/No

No

Enter No if the contact does not allow your company to communicate with them by mail. If this is blank, it defaults to Yes.

BJ

62

Allowed to Email

3

Yes/No

No

Enter No if the contact does not allow your company to communicate with them by email. If this is blank, it defaults to Yes.

BK

63

Allowed to Visit

3

Yes/No

No

Enter No if the contact does not allow your company to visit them. If this is blank, it defaults to Yes.

BL

64

Remittance Advice

7

Character

No

Enter Fax, Email, or Printer if you want the contact to receive remittance advices by fax, email, or printed copy. If you select Email or Fax, you must enter the contact's email address or fax number in the appropriate field.

BM

65

Remittance Advice Subject

255

Character

No

Enter a subject for the email to which the remittance advice is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. If you enter a subject, you must enter Email or Fax for the Remittance Advice field (position 64).

Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

BN

66

Remittance Advice Body

1000

Character

No

Enter a body for the email to which the remittance advice is attached if you are delivering it via email. If you enter a body, you must enter Email or Fax for the Remittance Advice field (position 64).

Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

BO

67

Remittance Advice Report File Prefix

255

Character

No

Enter a prefix for the attached remittance advice file name if you are delivering it via email. If you enter a file prefix, you must enter Email for the Remittance Advice field (position 64).

BP

68

Send All Remittance Advices

3

Yes/No

No

Enter Yes if the contact will receive all remittance advices (not just the remittance advices associated with the contact).

BQ

69

Supplier Depletion Report

7

Character

No

Enter Fax, Email, or Printer if you want the contact to receive supplier depletion reports by fax, email, or printed copy. If you select Email or Fax, you must enter the contact's email address or fax number in the appropriate field.

BR

70

Supplier Depletion Report Subject

255

Character

No

Enter a subject for the email to which the supplier depletion report is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. If you enter a subject, you must enter Email or Fax for the Supplier Depletion Report field (position 69).

Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

BS

71

Supplier Depletion Report Body

1000

Character

No

Enter a body for the email to which the supplier depletion report is attached if you are delivering it via email. If you enter a body, you must enter Email or Fax for the Supplier Depletion Report field (position 69).

Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance.

BT

72

Supplier Depletion Report File Prefix

255

Character

No

Enter a prefix for the attached supplier depletion report file name if you are delivering it via email. If you enter a file prefix, you must enter Email for the Supplier Depletion Report field (position 69).

BU

73

Consent Provided

3

Yes/No

No

Enter Yes if the data subjects have provided consents to use their personal data.

BV

74

Consent Attached

3

Yes/No

No

Enter Yes if the data subjects' consents to use their personal data is attached using the standard attachment function in Contact Maintenance.

BW

75

Consent Date

10

99/99/9999

No

Enter the date on which the data subjects provided the consents to use their personal data.