Customer Change Import Format

Customer Code

Sequence Number (only for bill-to or ship-to address changes)

Field to change (specify either the name or the number)

New Data

10000

Customer-Name

Wal Mart New Name

10000

10

20600

Ship-to New Name

10200

Customer-name

40

Character

Enter the name of the customer.

Customer Name field in Customer Maintenance

10300

Search-name

20

Character

Enter the customer’s alternative search name (such as a short name or acronym for the customer).

Search Name field in Customer Maintenance

10400

Active

3

YES/NO

Enter YES if this customer is active and you want the customer to be listed in all Lookup windows.

Enter NO if the customer is not active.

Active check box on the Main tab in Customer Maintenance

10500

Customer-type

19

Character

Enter one of the following customer types:

• Customer - A regular customer for which sales orders can be entered.

• Customer-Ship To - A customer to which products are shipped, but which is not billed directly. You can select this option to indicate a specific store associated with a billing customer.

• Finance Company - A third-party financing company for which sales orders cannot be entered.

• Payer Customer only - A third-party non-financing company that remits payments for multiple unrelated customers (e.g., UPS for C.O.D. shipments).

• Qualified Prospect - A prospect who can only have quote type orders entered.

Type field on the Main tab in Customer Maintenance

10600

Cust-address-1

60

Character

Enter the first line of the customer's address.

Address 1 field on the Main tab in Customer Maintenance

10700

Cust-address-2

60

Character

Enter the second line of the customer's address.

Address 2 field on the Main tab in Customer Maintenance

10800

Cust-address-3

60

Character

Enter the third line of the customer's address.

Address 3 field on the Main tab in Customer Maintenance

10900

Cust-city

40

Character

Enter the city of the customer's address. If postal codes are being validated, you must enter a valid city for the postal code.

City field on the Main tab in Customer Maintenance

11000

Cust-state

3

Character

Enter the state or province of the customer's address. This field is validated. For more information on state and province codes, see State and Province Maintenance.

State field on the Main tab in Customer Maintenance

11100

Cust-county

36

Character

Enter the county of the customer's address.

County field on the Main tab in Customer Maintenance

11200

Cust-country

10

Character

Enter the country of the customer's address. This field is validated. For more information, see Country Maintenance.

Country field on the Main tab in Customer Maintenance

11300

Cust-postal-code

10

Character

Enter the postal code for the customer's address. The format is defined in Country Maintenance. This field is optionally validated if validation is enabled for the country of the address. For more information, see Postal Code Maintenance.

Postal Code field on the Main tab in Customer Maintenance

11500

Cust-phone

16

Character

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

Phone # field on the Main tab in Customer Maintenance

11600

Cust-fax

16

Character

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

Fax # field on the Main tab in Customer Maintenance

11700

Cust-email

60

Character

Enter the customer's email address.

Email Address field on the Main tab in Customer Maintenance

11800

Cust-attention

36

Character

Enter the main contact of the customer who should receive invoices.

Attention field on the Main tab in Customer Maintenance

11900

Shared-shipto-invoice-format

10

Character

Enter one of the following invoice print formats to use when printing in Invoice Copy Print for a shared ship-to address.

• None - Do not reprint invoices for this main customer.

• Invoice - Print the standard invoice format.

• No-Price - Print invoices in a pack list format with no prices.

• List-Price - Print invoices in a pack list format with list prices only.

Shared Ship-To Invoice Format radio set in Customer Maintenance

12000

Sales-agent-1

12

Character

Enter a valid default primary sales representative for the customer's orders. This default is only used if a default primary sales representative is not entered for the customer's ship-to address. For information on setting up sales representatives, see Sales Representative Maintenance.

Sales Representative 1 field on the Sales tab in Customer Maintenance

12100

Sales-agent-2

12

Character

Enter a valid default secondary sales representative for the customer's orders. This default is only used if a default secondary sales representative is not entered for the customer's ship-to address. For information on setting up sales representatives, see Sales Representative Maintenance.

Sales Representative 2 field on the Sales tab in Customer Maintenance

12200

Ship-location

3

Character

Enter a valid default shipping location prefix for the customer's orders.

Note This default is only used if a default shipping location prefix is not entered for the customer's ship-to address, and if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up locations, see Location Maintenance.

Shipping Location field on the Sales tab in Customer Maintenance

12300

Sales-location

3

Character

Enter a  valid default sales location prefix for the customer's orders.

Note This default is only used if a default sales location prefix is not entered for the customer's ship-to address, and if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up locations, see Location Maintenance.

Sales Location field on the Sales tab in Customer Maintenance

12400

Sales-group

12

Character

Enter a customer group ID for the customer. This field is validated. This data is used to group customers together for the Executive Information Systems module and other inquiries. For more information, see Customer Group Maintenance.

Sales Group field on the Sales tab in Customer Maintenance

12450

pricing-id

12

Character

Enter a valid customer code to use for price calculations for the customer.

Pricing Customer Code field on the Sales tab in Customer Maintenance

12500

Sales-territory

12

Character

Enter a valid sales territory for the customer. The sales territory is another way to group customers. This data is used in several Executive Information Systems module sales representative analysis programs. For more information on sales territories, see Sales Territory Maintenance.

Sales Territory field on the Sales tab in Customer Maintenance

12600

Sales-shipper

12

Character

Enter the default shipper to use in Order Entry. This field is validated. For more information, see Shipper Maintenance. A shipper may or may not be a fleet delivery shipper.

Default Shipper field on the Sales tab in Customer Maintenance

12700

Sales-pb-hierarchy

Character

Enter valid price books for the customer. Separate each price book with the following delimiter character: |

Example PriceBookA|PriceBookB|PriceBookC

A price book is a grouping for price calculations.

The order of price books in this field determines the hierarchy for the customer's price books. Prices at the top of the hierarchy are used before prices lower in the hierarchy (unless the system or customer is set up to use the best price).

For information on setting up price books, see Price Book Maintenance.

Selected Price Books grid on the Sales tab in Customer Maintenance

12800

Sales-comm-book

12

Character

Enter the commission book for the customer. This field is validated. This allows you to set up commissions for groups of customers. For more information on commission books, see Commission Book Maintenance.

Commission Book field on the Sales tab in Customer Maintenance

12900

Sales-use-best

7

Character

Enter one of the following to determine if you want the best price from all price matrix entries for the entered customer and product to be selected when using a price matrix during sales order entry:

• Yes - Use the best price available for the customer.

• No - Do not use the best price available for the customer.

• Default - Use or do not use the best price for the customer based on whether the Use Best Price Lookup check box is selected on the Cost/Pricing tab in Customer Service Control Maintenance.

Use Best Price radio set on the Sales tab in Customer Maintenance

13000

Sales-comm-by-line

3

YES/NO

Enter YES if you want each order line for the customer to be evaluated to determine the sales representative that will receive commission for the line item.

Enter NO if you do not want each line item to be evaluated for calculating commissions.

Sales Representative By Line Item check box on the Sales tab in Customer Maintenance

13100

Remit-to-id

20

Character

Enter the address where this customer should send payments (this remit-to address is printed on invoices). This field is validated. For more information, see Payment Remit To Address Maintenance.

Remit-to Address ID field on the A/R tab in Customer Maintenance

13200

Invoice-consolidation

18

Character

Enter one of the following invoice consolidation methods:

• by BOL/PO/BillCust

• by BOL/Alt-PO/Bill

• by BOL/BillCust

• by BOL/Customer

• by BOL/CustPO#

• by Customer

• by Customer/Route

• by Order

• by Order/Location

• by shipment

• No

For more information, see Consolidate Invoices Options FAQ.

Note You can only change the invoice consolidation method for customers that do not have any open pick demands.

Invoice Consolidation field on the A/R tab in Customer Maintenance

13300

Invoice-print-method

6

Character

Enter the method of delivering invoices to the customer. Options are Print, Print/No EDI, or EDI. This field is used during the invoice printing process.

Invoice Method field on the A/R tab in Customer Maintenance

13400

Invoice-print-freq

9

Character

Enter one of the following options:

• Normal - Print invoices on a one-by-one basis.

• Statement - Print invoices in a statement format (typically used where there is high transaction volume, e.g., daily, within a short period of time).

Invoice Print Frequency field on the A/R tab in Customer Maintenance

13500

Order-class

10

Character

Enter the default order class for this customer in Order Entry. This field is validated. For more information, see Order Class Maintenance.

Default Order Class field on the Options tab in Customer Maintenance

13600

Default-fob

12

Character

Enter the default Freight on Board (FOB) for this customer in Order Entry. This field is validated. For more information, see Freight On Board Maintenance.

Default F.O.B. field on the Options tab in Customer Maintenance

13700

Order-priority

4

Integer

Enter the order priority for the customer. This field is used for backorder priority processing. This is the default used in Order Entry. The higher the number, the higher the priority.

Order Priority field on the Options tab in Customer Maintenance

13800

Cust-pick-group

12

Character

Enter the customer pick group for the customer. This field is validated. This field is used for pick demand creation purposes. For more information, see Customer Pick Group Maintenance.

Customer Pick Group field on the Options tab in Customer Maintenance

13900

Rewards-cust

12

Character

Enter the rewards customer code for the customer. For information on setting up rewards customers, see Reward Customer Maintenance.

Rewards Customer field on the Options tab in Customer Maintenance

14000

Campanion-book-id

12

Character

Enter the companion book ID for the customer. This field is validated. Companion books allow you to group customers for companion product purposes. For more information on companion books, see Companion Book Maintenance.

Companion Book ID field on the Options tab in Customer Maintenance

14100

Ship-label-format

20

Character

Enter the shipping label format for the customer.

Shipping Label Format field on the Options tab in Customer Maintenance

14200

Pallet-label-format

20

Character

Enter the pallet label format for the customer.

Pallet Label Format field on the Options tab in Customer Maintenance

14300

Forecast-group

12

Character

Enter the customer forecast group for the customer. This field is validated. You can use customer forecast groups to group customers for product forecasting. For more information on customer forecast groups, see Customer Forecast Group Maintenance.

Forecast Group field on the Groups tab in Customer Maintenance

14400

Consignment-location

3

Character

Enter a valid location prefix of the consignment location for the customer. For more information on customer consignment, see Consignment Order Process Flow.

Consignment Location field on the Options tab in Customer Maintenance

14500

Ship-orders-complete

3

YES/NO

Enter YES if you want to only ship complete orders to the customer. If you enter YES, the Ship Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete orders to the customer. If this check box is selected and any line items on an order have not been allocated due to backorders or future allocations, the order is not shipped until all line items are allocated and ready to be shipped.

Enter NO if you want the Ship Complete check box to be cleared by default for the customer's orders in Order Entry.

Ship Orders Complete check box on the Options tab in Customer Maintenance

14600

Orders-freight-free

3

YES/NO

Enter YES if you do not want to charge the customer freight on orders. If you enter YES, the Freight Free check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to charge freight for the customer. This setting may also be overridden by the freight free setting for the order class or freight collection terms on an order.

Enter NO if you want the Freight Free check box to be cleared by default for the customer's orders in Order Entry.

Note If you do not want to directly bill for freight charges for the customer's orders, enter YES.

Orders Default As Freight Free check box on the Options tab in Customer Maintenance

14700

Order-ack-required

3

YES/NO

Enter YES if the order acknowledgment process must take place each time an order is placed for the customer.

Enter NO if you do not want the order acknowledgment process to always occur for the customer.

Require Order Acknowledgment check box on the Options tab in Customer Maintenance

14800

Cancel-BO

3

YES/NO

Enter YES to select the check box in the Cancel Backorder column in the Items grid in O/E Line Item Entry for products ordered by this customer.

If the check box is selected in O/E Line Item Entry for a line item, and the line item is fully backordered, the backordered quantity is cancelled when a pick demand is printed for the order. If the check box is selected in O/E Line Item Entry for a line item, and the line item is partially backordered, the backordered quantity is cancelled when inventory is adjusted for a pick demand for the line item.

Enter NO if you do not want to cancel backorder quantities for picked line items.

Cancel Backorder check box on the Options tab in Customer Maintenance

14900

Require-po-num

3

YES/NO

Enter YES to require the entry of a customer’s purchase order number during order entry.

Enter NO if you do not want to require a customer's purchase order number to be entered during order entry.

Require PO Number check box on the Options tab in Customer Maintenance

15000

Ship-bo-complete

3

YES/NO

Enter YES if you want to only ship backorders when goods are allocated in full. If you enter YES, the Ship Backorder Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete backorders for the customer. If this check box is selected and an order is on partial backorder, the allocated products from the orders are picked for shipment, but the remainder of the backorder is not shipped unless goods are allocated in full.

Enter NO if you want the Ship Backorder Complete check box to be cleared by default for the customer's orders in Order Entry.

Ship Backorders Complete check box on the Options tab in Customer Maintenance

15100

Internal-customer

3

YES/NO

Enter YES if the customer is an internal customer or department that will be charged for products used. Only internal customers can be entered on an order that uses an order class for which the Use for Internal Requisitions Only check box is selected in Order Class Maintenance. For more information, see Internal Requisitions.

Enter NO if the customer is not an internal customer.

Internal Customer check box on the Options tab in Customer Maintenance

15200

Generate-coop-dollars

3

YES/NO

Enter YES if you want to allow the customer to accumulate co-op amounts. If you enter YES, each time a co-op product is ordered, the monetary amounts assessed on that product are accumulated for the customer.

Enter NO if you do not want to allow the customer to accumulate co-op amounts.

Generate Co-Op Amounts check box on the Options tab in Customer Maintenance

15300

Ship-label-pick-demand

3

YES/NO

Enter one of the following options to indicate whether to create packages for the customer during pick demand creation in Pick Demand Create and Print if you use package units of measure:

• Yes - Create packages for the customer during pick demand creation. This overrides the option for the zone.

• No - Do not create packages for the customer during pick demand creation. This overrides the option for the zone.

• Zone Based - Create or do not create packages based on the zone settings.

Create Default Packages at Pick Demand Create radio set on the Options tab in Customer Maintenance

15400

Use-pallet-ship-labels

3

YES/NO

Enter YES if you want the wireless pick program to print pallet labels for this customer during picking based on your zone task options.

Enter NO if you do not want to print pallet labels.

Use Pallet Shipping Labels check box on the Options tab in Customer Maintenance

15500

Consolidated-pick-ticks

3

YES/NO

Enter YES if you want to allow the customer to elect to have multiple sales orders (with similar criteria, such as shipping address, payment terms, etc.) consolidated onto one pick demand for picking efficiency and shipping cost optimization. For more information, see Pick Demand Logic FAQ.

Enter NO if you do not want to consolidate pick demands for the customer.

Generate Consolidated Pick Demands check box on the Options tab in Customer Maintenance

15600

AR-gl-acct

29

Character

Enter a valid accounts receivable general ledger account for the customer.

A/R field on the A/R tab in Customer Maintenance

15700

AR-writeoff-acct

29

Character

Enter a valid accounts receivable write-off account for the customer. This account is used when an accounts receivable transaction is written off in Payment Apply or Open Item Apply and Resolve.

A/R Write off Mask field on the A/R tab in Customer Maintenance

15800

Cash-discount-acct

29

Character

Enter a valid cash discount general ledger account for the customer.

Cash Discount Mask field on the A/R tab in Customer Maintenance

15900

User-def-1

400

Character, Date, Decimal, Integer, or Logical

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

First customer user-defined field on the Other Customer Information tab in Customer Maintenance

16000

User-def-2

400

Character, Date, Decimal, Integer, or Logical

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

Second customer user-defined field on the Other Customer Information tab in Customer Maintenance

16100

User-def-3

400

Character, Date, Decimal, Integer, or Logical

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

Third customer user-defined field on the Other Customer Information tab in Customer Maintenance

16200

User-def-4

400

Character, Date, Decimal, Integer, or Logical

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

Fourth customer user-defined field on the Other Customer Information tab in Customer Maintenance

16300

User-def-5

400

Character, Date, Decimal, Integer, or Logical

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

Fifth customer user-defined field on the Other Customer Information tab in Customer Maintenance

16400

User-def-6

400

Character, Date, Decimal, Integer, or Logical

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

Sixth customer user-defined field on the Other Customer Information tab in Customer Maintenance

16500

User-def-7

400

Character, Date, Decimal, Integer, or Logical

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

Seventh customer user-defined field on the Other Customer Information tab in Customer Maintenance

16600

User-def-8

400

Character, Date, Decimal, Integer, or Logical

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

Eighth customer user-defined field on the Other Customer Information tab in Customer Maintenance

16700

User-def-9

400

Character, Date, Decimal, Integer, or Logical

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

Ninth customer user-defined field on the Other Customer Information tab in Customer Maintenance

16800

User-def-10

400

Character, Date, Decimal, Integer, or Logical

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

Tenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

16900

Default-Trade-id

25

Character

Enter a valid default EDI trade ID if you are using EDI for this customer. If you import a blank record for this field, no trade ID is set to be the default for the customer. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.

Default column in the EDI Trading Partners grid on the Groups tab in Customer Maintenance

17000

Store-id

20

Character

Enter the store location code used by this EDI trading partner to uniquely identify this location.

Note You cannot use the same store ID more than once for the same EDI trading partner.

Store ID field on the Groups tab in Customer Maintenance

17100

Region-id

12

Character

Enter a valid point of sale region ID to which the customer belongs for DRP product forecasting. For information on setting up regions, see Point of Sale Region Maintenance.

Point of Sale Region ID field on the Groups tab in Customer Maintenance

17200

Related-supplier

15

Character

Enter a valid related supplier code if the customer is also a supplier. By associating a supplier with a customer, you can make invoices for the supplier for supplier allowances. For more information, see Using Supplier Allowances.

For information on setting up suppliers, see Supplier Maintenance.

Related Supplier Code field on the A/R tab in Customer Maintenance

17300

Web-site

60

Character

Enter the address of the customer's Website.

Website field on the Main tab in Customer Maintenance

17400

language

8

Character

Enter the primary language spoken by the customer.

Language field on the Main tab in Customer Maintenance

17500

history-id

12

Character

Enter a valid customer code to use for sales history purposes.

History Customer Code field on the Sales tab in Customer Maintenance

17600

shipping-method

6

Character

Enter one of the following shipping methods: Air or Ground.

Shipping Method field on the Options tab in Customer Maintenance

17650

Process-211

3

YES/NO

Enter YES if the customer processes EDI bills of lading. A bill of lading is sent if the customer and shipper both process EDI bills of lading.

Enter NO if the customer does not process EDI bills of lading.

Process EDI Bills of Lading check box on the Options tab in Customer Maintenance

Bill-to Address Fields

18300

Billto-name

40

Character

Enter the name of the customer's bill-to address.

Name field on the Bill-To tab in Customer Maintenance

18400

Billto-country

10

Character

Enter a valid country for the bill-to address. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

Country field on the Bill-To tab in Customer Maintenance

18500

Billto-address-1

60

Character

Enter the first line of the bill-to street address.

Address 1 field on the Bill-To tab in Customer Maintenance

18600

Billto-address-2

60

Character

Enter the second line of the bill-to street address.

Address 2 field on the Bill-To tab in Customer Maintenance

18700

Billto-address-3

60

Character

Enter the third line of the bill-to street address.

Address 3 field on the Bill-To tab in Customer Maintenance

18800

Billto-postal-code

10

Character

Enter the postal code of the bill-to 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 information on setting up postal codes, see Postal Code Maintenance.

Postal Code field on the Bill-To tab in Customer Maintenance

19000

Billto-county

36

Character

Enter the county associated with the bill-to address.

County field on the Bill-To tab in Customer Maintenance

19100

Billto-state

3

Character

Enter a valid state or province for the bill-to address.

State or Province field on the Bill-To tab in Customer Maintenance

19200

Billto-phone

16

Character

Enter the phone number of the bill-to address. The format of the phone number is set up in Country Maintenance.

Phone field on the Bill-To tab in Customer Maintenance

19300

Billto-fax

16

Character

Enter the fax number of the bill-to address.

Fax # field on the Bill-To tab in Customer Maintenance

19400

Billto-email

60

Character

Enter the main email address for the bill-to address.

Email field on the Bill-To tab in Customer Maintenance

19500

Billto-attention

36

Character

Enter the main contact of the customer who should receive invoices for the bill-to address.

Attention field on the Bill-To tab in Customer Maintenance

19600

Billto-edi-addr-code

30

Character

Enter the EDI billing address code supplied by the customer on an EDI 850 transaction (incoming purchase order).

EDI Address Code field on the Bill-To tab in Customer Maintenance

19700

Billto-Primary

3

YES/NO

Enter YES if the bill-to address is the main bill-to address for the customer that will be the default for sales order entry. There can only be one bill-to address marked as the primary bill-to address for each customer.

Enter NO if the bill-to address is not the mail bill-to address for the customer.

Primary Bill-To check box on the Bill-To tab in Customer Maintenance

19800

Billto-active

3

YES/NO

Enter YES if the bill-to address is active and you want it to be available in Lookup windows and during sales order entry.

Enter NO if the bill-to address is not active.

Active check box on the Bill-To tab in Customer Maintenance

19900

Billto-City

40

Character

Enter the city of the bill-to address. For information on setting up cities, see Postal Code Maintenance.

City field on the Bill-To tab in Customer Maintenance

Ship-to Address Fields

20600

Shipto-name

40

Character

Enter the name of the customer's ship-to address.

Name field on the Ship-To tab in Customer Maintenance

20700

Shipto-edi-addr-code

30

Character

Enter the EDI shipping address code supplied by the customer on an EDI 850 transaction (incoming purchase order).

EDI Address Code field on the Ship-To tab in Customer Maintenance

20750

freight-collection

25

Character

Enter the default freight collection terms code for the customer ship-to address. This overrides the default freight collection terms code for the customer. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance.

Freight Collection field on the Ship-To tab in Customer Maintenance

20800

Shipto-country

10

Character

Enter a valid country for the ship-to address. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

Country field on the Ship-To tab in Customer Maintenance

20900

Shipto-address-1

60

Character

Enter the first line of the ship-to street address.

Address 1 field on the Ship-To tab in Customer Maintenance

21000

Shipto-address-2

60

Character

Enter the second line of the ship-to street address.

Address 2 field on the Ship-To tab in Customer Maintenance

21100

Shipto-address-3

60

Character

Enter the third line of the ship-to street address.

Address 3 field on the Ship-To tab in Customer Maintenance

21200

Shipto-postal-code

10

Character

Enter the postal code of the ship-to 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 information on setting up postal codes, see Postal Code Maintenance.

Postal Code field on the Ship-To tab in Customer Maintenance

21400

Shipto-county

36

Character

Enter the county associated with the ship-to address.

County field on the Ship-To tab in Customer Maintenance

21500

Shipto-state

3

Character

Enter a valid state or province of the ship-to address.

State or Province field on the Ship-To tab in Customer Maintenance

21600

Shipto-phone

16

Character

Enter the telephone number of the ship-to address. The format of the telephone number is set up in Country Maintenance.

Telephone field on the Ship-To tab in Customer Maintenance

21700

Shipto-fax

16

Character

Enter the fax number of the ship-to address.

Fax field on the Ship-To tab in Customer Maintenance

21800

Shipto-emergency-phone

16

Character

Enter the emergency telephone number for the ship-to address. The format of the telephone number is set up in Country Maintenance.

Emerg. Phone field on the Ship-To tab in Customer Maintenance

21900

Shipto-email

60

Character

Enter the main email address for the ship-to address.

Email field on the Ship-To tab in Customer Maintenance

22000

Shipto-related-billto

8

Character

Enter a valid related bill-to address ID. Use this field if a ship-to address needs to be associated with a specific bill-to address.

Related Bill-To field on the Ship-To tab in Customer Maintenance

22100

Shipto-store-id

20

Character

Enter the store ID for the ship-to address.

Store ID field on the Ship-To tab in Customer Maintenance

22200

Shipto-attention

36

Character

Enter the main contact of the customer who should receive invoices for the ship-to address.

Attention field on the Ship-To tab in Customer Maintenance

22300

Shipto-primary-shipper

3

YES/NO

Enter YES if the ship-to address is the main ship-to address for the customer that will be the default for sales order entry. There can only be one ship-to address marked as the primary ship-to address for each customer.

Enter NO if the ship-to address is not the main ship-to address for the customer.

Primary Ship-to check box on the Ship-To tab in Customer Maintenance

22400

Shipto-active

3

YES/NO

Enter YES if the ship-to address is active and you want it to be available in Lookup windows and during sales order entry.

Enter NO if the ship-to address is not active.

Active check box on the Ship-To tab in Customer Maintenance

22500

Shipto-shipper

12

Character

Enter a valid preferred shipper ID for the ship-to address.

Shipper ID field on the Ship-To tab in Customer Maintenance

22600

Shipto-fleet-shipper

Character

This field is not used.

22700

Shipto-shipping-mode

8

Character

Enter the shipping mode for the ship-to address if you are using an external shipping interface.

Example R is the residential code for the UPS shipping interface.

Shipping Mode field on the Ship-To tab in Customer Maintenance

22800

Shipto-shipping-acct-id

12

Character

Enter the ship-to address account number to charge for delivery if you are using an external shipping interface.

Shipping Account ID field on the Ship-To tab in Customer Maintenance

22900

Shipto-geo-lat

14

->>>>>>>9.9999

Enter the latitude of the ship-to address if you are using an external delivery logistics interface.

Latitude field on the Ship-To tab in Customer Maintenance

23000

Shipto-geo-long

14

->>>>>>>9.9999

Enter the longitude of the ship-to address if you are using an external delivery logistics interface.

Longitude field on the Ship-To tab in Customer Maintenance

23100

Shipto-fob

12

Character

Enter a valid default FOB (Freight On Board) used during sales order entry.

FOB field on the Ship-To tab in Customer Maintenance

23200

Shipto-tax-jurisdiction

12

Character

Enter a valid tax jurisdiction for the customer’s ship-to address. You can enter None if the customer is not charged tax.

NOTE If the system is integrated with AvaTax, leave this field blank. The system automatically sets the value for this field as None.

Tax Jurisdiction field on the Ship-To tab in Customer Maintenance

23300

Shipto-forecast-region

20

Character

Enter the forecast region ID to which this customer ship-to address belongs for DRP product forecasting. For information on setting up regions, see Point of Sale Region Maintenance.

Region ID field on the Ship-To tab in Customer Maintenance

23400

Shipto-city

40

Character

Enter the city of the ship-to address. For information on setting up cities, see Postal Code Maintenance.

City field on the Ship-To tab in Customer Maintenance

23500

shipto-tax-exempt

3

Yes/No

Enter Yes if the customer's ship-to address is tax exempt.

If you enter Yes and the internal tax functionality is used, then shipto-state-tax-exempt number and shipto-country-tax-exempt number are required.

If you enter Yes and the AvaTax interface is used, either shipto-state-tax-exempt number or shipto-entity-use-code is required.

Tax Exempt check box on the Ship-To tab in Customer Maintenance

23600

shipto-state-tax-exempt

20

Character

Conditional; see the shipto-tax-exempt field.

State Tax Exempt # field on the Ship-To tab in Customer Maintenance

23700

shipto-country-tax-exempt

20

Character

If the customer ship-to address is always exempt from tax for the country for all products shipped to it, enter the customer’s country tax exemption number. This field is informational-only, and is only enabled if you select the Tax Exempt check box. This field does not apply to AvaTax interface.

Country Tax Exempt # field on the Ship-To tab in Customer Maintenance

24350

shipto-excise-id

30

Character

Enter the excise tax ID for the customer's ship-to address if the address is a tax warehouse.

Excise ID field on the Ship-To tab in Customer Maintenance

24400

Sales-user-def-1

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

First market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

24500

Sales-user-def-2

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Second market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

24600

Sales-user-def-3

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Third market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

24700

Sales-user-def-4

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Fourth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

24800

Sales-user-def-5

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Fifth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

24900

Sales-user-def-6

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Sixth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

25000

Sales-user-def-7

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Seventh market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

25100

Sales-user-def-8

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Eighth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

25200

Sales-user-def-9

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Ninth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

25300

Sales-user-def-10

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Tenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

25400

Billing-cust

12

Character

Enter a valid billing customer code to use for accounts receivable collection and chargeback resolution.

Billing Customer Code field on the A/R tab in Customer Maintenance

25450

pay-for-other

3

YES/NO

Enter YES if the customer also remits payments for unrelated customers (e.g., UPS).

Enter NO if the customer does not remit payments for unrelated customers.

Pays for Other Customers check box on the Main tab in Customer Maintenance

25500

Credit-cust

12

Character

Enter a valid customer to use for accounts receivable credit management.

Credit Customer Code field on the A/R tab in Customer Maintenance

25600

Paying-cust

12

Character

Enter a valid customer to use for payments.

Paying Customer Code field on the A/R tab in Customer Maintenance

25700

Payment-method

11

Character

Enter the default method of payment for the customer. Enter one of the following:

• ACH

• cash

• check

• cod

• Credit Card

• direct debit

• exchange

• other

• transfer

• wire

Payment Method field on the A/R tab in Customer Maintenance

25800

AR-absorption-acct

29

Character

Enter a valid general ledger accounts receivable absorption account number. Only use this field if the customer needs an override accounts receivable absorption general ledger number different from the system default. If entered, the general ledger account must be a general ledger category of A/R Absorption. For information on setting up general ledger accounts, see Account Maintenance.

A/R Absorption field on the A/R tab in Customer Maintenance

25900

AR-clearing-acct

29

Character

Enter a valid general ledger accounts receivable clearing account number. Only use this field if the customer needs an override accounts receivable clearing general ledger account number different from the system one. If entered, the general ledger account must be a general ledger category of accounts receivable clearing. For information on setting up general ledger accounts, see Account Maintenance.

A/R Clearing field on the A/R tab in Customer Maintenance

26000

Payment-chbk-team

12

Character

Enter a valid chargeback team for the customer. If the billing customer is different from the customer, the billing customer’s chargeback team is used. For more information, see Chargeback Team Maintenance.

Payment/Chargeback Team field on the A/R tab in Customer Maintenance

26100

Collection-team

12

Character

Enter a valid collection team. If the billing customer is different from the customer, the billing customer’s collection team is used. For more information, see Collection Team Maintenance.

Collection Team field on the A/R tab in Customer Maintenance

26200

Credit-team

12

Character

Enter a valid credit team. If the billing customer is different from the customer, the billing customer’s credit team is used. For more information, see Credit Team Maintenance.

Credit Team field on the A/R tab in Customer Maintenance

26300

payment-chbk-grouping

8

Character

Enter one of the following to determine whether the customer will follow the default rules for its chargeback group or division.

• Group

• Division

Payment/Chargeback Default Grouping field on the A/R tab in Customer Maintenance

26400

Chbk-payment-group

12

Character

Enter a valid chargeback group for the customer.

Payment/Chargeback Group field on the A/R tab in Customer Maintenance

26500

Collection-group

12

Character

Enter a valid collection statement group for the customer. For more information on collection statement groups, see Collection Statement Group Maintenance.

Collection Group field on the A/R tab in Customer Maintenance

26600

Credit-group

12

Character

Enter a valid credit group for the customer. If the billing customer is different from the customer, the billing customer’s credit group is used. For more information, see Customer Credit Rule Maintenance.

Credit Group field on the A/R tab in Customer Maintenance

26700

Collection-statement

12

Character

Enter a valid collection statement group for the customer. For more information on collection statement groups, see Collection Statement Group Maintenance.

Collection Statement field on the A/R tab in Customer Maintenance

26800

Collection-letter

12

Character

Enter a valid collection letter group for the customer. For more information on collection letter groups, see Collection Letter Group Maintenance.

Collection Letter field on the A/R tab in Customer Maintenance

26900

Finance-charge

12

Character

Enter a valid finance charge group for the customer. For more information on finance charge groups, see Finance Charge Group Maintenance.

Finance Charge field on the A/R tab in Customer Maintenance

27000

Chargeback-division

12

Character

Enter a valid chargeback division for the customer. If the billing customer is different from the customer, the billing customer’s chargeback division is used. For more information, see Customer Payment Rule Maintenance.

Payment/Chargeback Division field on the A/R tab in Customer Maintenance

27100

Collection-division

12

Character

Enter a valid collection division for the customer. If the billing customer is different from the customer, the billing customer’s collection division is used. For more information, see Customer Collection Rule Maintenance.

Collection Division field on the A/R tab in Customer Maintenance

27200

Credit-division

12

Character

Enter a valid credit division for the customer. If the billing customer is different from the customer, the billing customer’s credit division is used. For more information, see Customer Credit Rule Maintenance.

Credit Division field on the A/R tab in Customer Maintenance

27300

Collection-grouping

8

Character

Enter one of the following to determine whether the customer will follow the default rules for its collection group or division.

• Group

• Division

Collection Default Grouping field on the A/R tab in Customer Maintenance

27400

Credit-grouping

8

Character

Enter one of the following to determine whether the customer will follow the default rules for its credit group or division.

• Group

• Division

Credit Default Grouping field on the A/R tab in Customer Maintenance

27450

Credit Score

10

->>,>>9.99

Enter the customer's actual credit score. A history of changes to the actual credit score is maintained for audit purposes.

Actual Credit Score field on the Key Rules tab in Customer Credit Rule Maintenance

28000

sales-division

12

Character

Enter a valid customer division for the customer. This data is used to group customers together for EIS and other inquiries. For more information, see Customer Division Maintenance.

Customer Division field on the Sales tab in Customer Maintenance

28100

user-def-11

400

Character, Date, Decimal, Integer, or Logical

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

Eleventh customer user-defined field on the Other Customer Information tab in Customer Maintenance

28200

user-def-12

400

Character, Date, Decimal, Integer, or Logical

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

Twelfth customer user-defined field on the Other Customer Information tab in Customer Maintenance

28300

user-def-13

400

Character, Date, Decimal, Integer, or Logical

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

Thirteenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

28400

user-def-14

400

Character, Date, Decimal, Integer, or Logical

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

Fourteenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

28500

user-def-15

400

Character, Date, Decimal, Integer, or Logical

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

Fifteenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

28600

user-def-16

400

Character, Date, Decimal, Integer, or Logical

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

Sixteenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

28700

user-def-17

400

Character, Date, Decimal, Integer, or Logical

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

Seventeenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

28800

user-def-18

400

Character, Date, Decimal, Integer, or Logical

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

Eighteenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

28900

user-def-19

400

Character, Date, Decimal, Integer, or Logical

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

Nineteenth customer user-defined field on the Other Customer Information tab in Customer Maintenance

29000

user-def-20

400

Character, Date, Decimal, Integer, or Logical

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

Twentieth customer user-defined field on the Other Customer Information tab in Customer Maintenance

29100

mixed-cartons

3

YES/NO

Enter YES to allow cartons to contain different products when packing for the customer.

Allow Mixed Cartons check box on the Options tab in Customer Maintenance

29200

no-cartonization

3

YES/NO

Enter Yes to not perform cartonization when packing for the customer.

No Cartonization check box on the Options tab in Customer Maintenance

29300

no-banding

3

YES/NO

Enter Yes to not perform banding when packing for the customer.

No Banding check box on the Options tab in Customer Maintenance

29400

bookings-group

12

Character

Enter the bookings group for the customer. For information on setting up bookings groups, see Bookings Group Maintenance.

Bookings Group field on the Sales tab in Customer Maintenance

29500

relabel-option

15

Character

Enter one of the following:

• Relabel Changes

• Relabel All

• Never Relabel

Label Reprint Option field on the Options tab in Customer Maintenance

29600

marketing-person1

12

Character

Enter the primary marketing representative responsible for the customer.

Marketing Representative 1 field on the Sales tab in Customer Maintenance

29700

marketing-person2

12

Character

Enter a secondary marketing representative responsible for the customer.

Marketing Representative 2 field on the Sales tab in Customer Maintenance

29800

profit-group

12

Character

Enter the scorecard profit group code for the customer. This field is only used for billing customers. For information on setting up scorecard profit group codes, see Scorecard Profit Group Maintenance.

Profit Group Code field on the Groups tab in Customer Maintenance

29900

skip-856

3

YES/NO

Enter YES if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to send EDI ASN's.

Do Not Send EDI ASN check box on the Groups tab in Customer Maintenance

30000

cust-mfg

10

Character

Enter a ten-digit manufacturing number for the customer. This number is used as a prefix for the UCC128 and SGTIN numbers for the customer's packages.

Note If you enter less than ten digits, the number is automatically prefixed with zeros.

Customer MFG# field on the Main tab in Customer Maintenance

30100

cust-service-team

20

Character

Enter the customer service team for the customer. For information on setting up customer service teams, see Customer Service Team Maintenance.

Customer Service Team field on the Groups tab in Customer Maintenance

30200

output-vat-mask

29

Character

Enter all or part of the output VAT general ledger account to use when resolving the account from the customer. For more information on output VAT accounts, see VAT Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the customer. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

Output VAT field on the Sales tab in Customer Maintenance

30300

output-vat-variance-mask

29

Character

Enter all or part of the output VAT variance general ledger account to use when resolving the account from the customer. For more information on output VAT variance accounts, see VAT Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the customer. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

Output VAT Variance field on the Sales tab in Customer Maintenance

30400

cust-vat-id

30

Character

Enter the customer's tax identification number for VAT.

Example For an Australian customer, enter the customer's Australian Business Number (ABN).

Customer VAT ID field on the Sales tab in Customer Maintenance

30500

shipto-vat-id

30

Character

Enter a VAT identification number for the customer's ship-to address.

Customer VAT ID field on the Ship-To tab in Customer Maintenance

30600

vat-exempt

3

YES/NO

Enter Yes or Y if the customer's ship-to address is VAT exempt.

Enter No or N if the customer's ship-to address is not VAT exempt.

VAT Exempt check box on the Ship-To tab in Customer Maintenance

30700

vat-reason-code

20

Character

If the customer's ship-to address is exempt from VAT, enter a VAT exempt reason code to explain why it is exempt from VAT. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance.

VAT Exempt Reason Code field on the Ship-To tab in Customer Maintenance

30800

ordimp-price-include-vat

7

Character

Enter one of the following values:

• DEFAULT - Prices for imported orders include or exclude VAT based on the settings for the EDI trading partner.

• YES - Prices for imported orders include VAT by default.

• NO - Prices for imported orders do not include VAT by default.

Note This setting is only a default. You can override this setting in the order import file. If you select Yes or No, this setting overrides the setting for the EDI trading partner.

Order Import Price Includes VAT radio set on the Sales tab in Customer Maintenance

30900

cf-cust-group-code

20

Character

Enter the cash flow customer group for the customer. The cash flow customer group controls the rules for how and when cash is received from the customer. If this field is blank, the customer is assigned to the default cash flow customer group.

For information on setting up cash flow customer groups, see Cash Flow Customer Group Maintenance.

Cash Flow Group Code field on the Groups tab in Customer Maintenance

31000

ar-credit-payment-terms

12

Character

Enter a valid payment terms code to use by default for the customer's orders. For more information on setting up payment terms codes, see Payment Terms Maintenance.

Standard Payment Terms field on the Payment Terms tab in Customer Credit Rule Maintenance

31100

Sales-user-def-11

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Eleventh market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31200

Sales-user-def-12

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Twelfth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31300

Sales-user-def-13

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Thirteenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31400

Sales-user-def-14

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Fourteenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31500

Sales-user-def-15

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Fifteenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31600

Sales-user-def-16

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Sixteenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31700

Sales-user-def-17

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Seventeenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31800

Sales-user-def-18

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Eighteenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

31900

Sales-user-def-19

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Nineteenth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

32000

Sales-user-def-20

400

Character, Date, Decimal, Integer, or Logical

Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.

Twentieth market segment user-defined field on the Other Marketing Information tab in Customer Maintenance

32100

beverage-type

1

Character

If the customer is a beverage customer, enter one of the following 1-digit values to indicate a beverage type by which to classify the customer:

• 1 - Wholesale

• 2 - On Premise

• 3 - Off Premise

• 4 - On/Off Combined

• 5 - Military

• 6 - Transportation

• 7 - None

Beverage Type field on the Options tab in Customer Maintenance

32200

license-wine

3

Yes/No

Enter Yes if the customer is licensed to sell wine.

Wine check box on the Options tab in Customer Maintenance

32300

license-spirits

3

Yes/No

Enter Yes if the customer is licensed to sell spirits.

Spirits check box on the Options tab in Customer Maintenance

32400

license-beer

3

Yes/No

Enter Yes if the customer is licensed to sell beer.

Beer check box on the Options tab in Customer Maintenance

32500

use-billing

3

Yes/No

Enter Yes if you want to default the bill-to address information from the related billing customer code's primary bill-to address during sales order entry for the customer.

Use Billing Customer Code Address Information check box on the Bill-To tab in Customer Maintenance

32600

royal-book

12

Character

Enter the royalty book name for the customer. For information on setting up royalty books, see Royalty Book Maintenance.

Royalty Book Name field on the Options tab in Customer Maintenance

32700

samp-sale-rep

12

Character

Enter a valid sales representative ID if the customer is a sales representative who will be associated with sample orders.

Sample Sales Representative ID field on the Options tab in Customer Maintenance

32800

ignore-min-mult

3

Yes/No

Enter Yes or Y if you want minimum and multiple order and allocation quantities to be ignored for products ordered by the customer. If this field is blank, it defaults to No.

Ignore Minimum/Multiple check box on the Options tab in Customer Maintenance

32900

invoice-form

50

Character

Enter a valid Crystal Reports form (including the .rpt file extension) to use for the customer's invoices.

Note If this is entered for a customer and its associated billing customer, the form for the customer is used.

Invoice Form Name field on the Sales tab in Customer Maintenance

33000

pack-list-form

50

Character

Enter a valid Crystal Reports form (including the .rpt file extension) to use for the customer's pack lists (packing slips).

Pack List Form Name field on the Sales tab in Customer Maintenance

33100

accrual-group-code

12

Character

Enter the customer allowance group for the customer. For information on setting up customer allowance groups, see Customer Allowance Group Maintenance.

Customer Allowance Group field on the Groups tab in Customer Maintenance

33200

add-trade-id

25

Character

Enter a valid EDI trade ID if you want to associate a trading partner with the customer. This trading partner is set as the default for the customer if the customer does not have a default trading partner. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.

EDI Trading Partners grid on the Groups tab in Customer Maintenance

33300

remove-trade-id

25

Character

Enter a valid EDI trade ID if you want to remove the association between a trading partner and the customer. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.

EDI Trading Partners grid on the Groups tab in Customer Maintenance

33400

ship-to-ship-location

3

Character

Enter a valid default shipping location prefix for the customer's orders for the ship-to address. This default shipping location overrides the default shipping location for the customer.

Note This default is only used if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up shipping locations, see Location Maintenance.

Shipping Location field on the Ship-To tab in Customer Maintenance

33500

ship-to-sales-location

3

Character

Enter a valid default sales location prefix for the customer's orders for the ship-to address. This default sales location overrides the default sales location for the customer.

Note This default is only used if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance.

For information on setting up sales locations, see Location Maintenance.

Sales Location field on the Ship-To tab in Customer Maintenance

33600

ship-to-sales-rep-1

12

Character

Enter a valid default primary sales representative for the customer's orders for the ship-to address. This default sales representative overrides the default primary sales representative for the customer. For information on setting up sales representatives, see Sales Representative Maintenance.

Sales Rep 1 field on the Ship-To tab in Customer Maintenance

33700

ship-to-sales-rep-2

12

Character

Enter a valid default secondary sales representative for the customer's orders for the ship-to address. This default sales representative overrides the default secondary sales representative for the customer. For information on setting up sales representatives, see Sales Representative Maintenance.

Sales Rep 2 field on the Ship-To tab in Customer Maintenance

33800

approved-fin-trms

3

Yes/No

If you want to override the credit group or credit division Approved for Finance Payment Terms setting for the customer, enter Yes or No. Enter Yes if the customer is approved for finance terms, or No if the customer is not approved for finance terms.

Approved for Finance Payment Terms check box on the Payment Terms tab in Customer Credit Rule Maintenance

33900

dft-cash-acct

29

Character

Enter a valid default cash general ledger account for the customer's payments. The account must be a Cash category account.

Default Cash Account field on the A/R tab in Customer Maintenance

34000

order-ack-form

50

Character

Enter the Crystal Reports form to use for the customer's order acknowledgments.

Order Acknowledgment Form Name field on the Sales tab in Customer Maintenance

34100

sls-rsrv-group-code

12

Character

Enter a valid sales restriction group code for the customer. For information on setting up sales restriction groups, see Sales Restriction Group Maintenance.

Sales Restriction Group Code field on the Groups tab in Customer Maintenance

34200

save-cc-info

3

Yes/No

Enter Yes to allow users to save credit card information for the customer during order entry.

Enter No to prevent users from saving credit card information for the customer during order entry.

Allow Saved Credit Cards in OE check box on the Options tab in Customer Maintenance

34300

open-order-warning

3

Yes/No

Enter Yes to display a warning message during order entry if an open order already exists for the customer, and to allow the user to review the open orders.

Open Order Warning check box on the Options tab in Customer Maintenance

34400

price-book-group

12

Character

Enter the price book group for the customer. The price book group is a customer grouping to use for price calculations. For information on setting up price book groups, see Price Book Group Maintenance.

Price Book Group field on the Sales tab in Customer Maintenance

34500

last-inv-date

10

99/99/9999

Enter the date of the customer's last invoice. This date is updated when invoices are created for the customer. This date may be used to put orders on inactive customer hold.

Last Invoice Date field on the Credit Dates tab in Customer Credit Rule Maintenance

34600

34700

vat-group-code

20

Character

Enter a VAT group code for the customer. For information on setting up VAT groups, see VAT Group Maintenance.

VAT Group Code field on the Sales tab in Customer Maintenance

34800

shipto-vat-group-code

20

Character

Enter a VAT group code for the customer's primary ship-to address. For information on setting up VAT groups, see VAT Group Maintenance.

VAT Group Code field on the Ship-To tab in Customer Maintenance

34900

save-tgl-ignore-fut-alloc

3

Yes/No

Enter Yes to immediately allocate inventory for the customer's orders instead of creating future allocations. You cannot enter Yes for this field if open orders exist for the customer's billing customer.

Enter No if the customer's orders can have future allocations.

Ignore Future Allocations check box on the Options tab in Customer Maintenance

35000

freight-cap-pct

6

>>9.99

Enter the freight cap percentage for the customer. If the calculated freight for a sales order exceeds this percentage of the order or shipment total, the freight is set equal to the calculated amount for this percentage.

Example You enter 10 in this field for customer A. A sales order is created for customer A for $100. The freight is calculated for the order as $12. However, this is greater than 10 percent of $100 ($10), so the freight for the order is limited to $10.

This percentage is the default for the customer's orders, but can be overridden for a specific order.

Freight Cap % field on the Sales tab in Customer Maintenance

35100

create-ds-po

3

Yes/No

Enter Yes to automatically create drop-ship purchase orders for the customer.

Enter No to not automatically create drop-ship purchase orders for the customer.

Auto Create Drop Ship POs check box on the Groups tab in Customer Maintenance

35200

create-ship-cnt

3

Yes/No

Enter Yes to automatically create shipments and containers for the customer's drop-ship purchase orders.

Enter No to not automatically create shipments and containers for the customer's drop-ship purchase orders.

Auto Create Shipment & Container check box on the Groups tab in Customer Maintenance

35300

exe-bvgtax

3

Yes/No

Enter Yes if the customer is exempt from excise taxes set up for excise tax categories.

Enter No if the customer is not exempt from excise taxes.

Exempt from Excise Tax check box on the Sales tab in Customer Maintenance

35400

imp-dup-po-num

3

Yes/No

Enter Yes to allow duplicate purchase order numbers when importing orders for the customer in Order Import or EDI Order Import.

Enter No to prevent duplicate purchase order numbers from being imported for the customer's orders.

Import Duplicate PO Number check box on the Options tab in Customer Maintenance

35500

dflt-element-update

Character

If you are using Worldpay for credit card processing, enter the following information to update the credit card information for the customer bill-to address default credit card with each value separated by a | character:

• Payment account ID - Enter the customer's payment account ID.

• Credit card expiration month - Enter the two-digit expiration month on the credit card.

• Credit card expiration year - Enter the four-digit expiration year on the credit card.

• Credit card billing customer name - Enter a valid billing customer name associated with the credit card.

Example 1234567890|12|2020|Customer

Fields in Credit Card Number Entry

35600

dflt-element-create

Character

If you are using Worldpay for credit card processing, enter the following credit card information for the customer bill-to address default credit card with each value separated by a | character:

• Credit card number last 4 digits - Enter the last four digits of the credit card number.

• Payment account ID - Enter the customer's payment account ID.

• Credit card type - Enter a valid credit card payment terms for the credit card.

• Credit card expiration month - Enter the two-digit expiration month on the credit card.

• Credit card expiration year - Enter the four-digit expiration year on the credit card.

• Credit card billing customer name - Enter a valid billing customer name associated with the credit card.

Example 5555|1234567890|VISA|12|2020|Customer

Fields in Credit Card Number Entry

35700

allow-companion-products

3

Yes/No

Enter Yes to allow the customer to receive companion products.

Enter No to prevent the customer from receiving companion products.

For information on setting up companion products, see Companion Product Maintenance.

Allow Companion Products check box on the Options tab in Customer Maintenance

35800

add-restrict-beverage-tax-category

20

Character

Enter a valid excise tax category for which the customer is not allowed to receive companion products.

Excise Tax Category Companion Product Restrictions grid on the Options tab in Customer Maintenance

35900

remove-restrict-beverage-tax-category

20

Character

Enter a valid excise tax category for which the customer was previously not allowed to receive companion products, but for which you want to allow the customer to receive companion products.

Excise Tax Category Companion Product Restrictions grid on the Options tab in Customer Maintenance

36000

no-delivery-days

49

Character

Enter the days of the week the customer does not accept deliveries at the ship-to address. Separate each day of the week with the following delimiter character: |

EXAMPLE Saturday|Sunday

Check boxes in the No Delivery Days section in Fleet Delivery Stop Maintenance

36100

ship-opt-group

20

Character

Enter a customer shipping options group for the customer. For information on setting up customer shipping options groups, see Customer Shipping Options Group Maintenance.

Shipping Options Group field on the Groups tab in Customer Maintenance

36200

print-pack-list

3

Yes/No

Enter Yes to automatically print pack lists for the customer when confirming pick demands for a location set up to print pack lists.

Enter No to not automatically print pack lists for the customer when confirming pick demands for a location set up to print pack lists.

Print Pack List check box on the Options tab in Customer Maintenance

36300

Credit-limit

>>>,>>>,>>9.99

Decimal

Enter the amount of the credit limit authorized for the customer. This field is only used for credit customers.

Credit Limit field on the Key Rules tab in Customer Credit Rule Maintenance

36400

cust-freight-collection-terms

20

Character

Enter the default freight collection terms code for the customer's orders. This can be overridden by the freight collection terms for the customer's ship-to address. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance.

Freight Collection field on the Options tab in Customer Maintenance

36500

default-required-date

12

Character

Enter one of the following values for calculating required dates for the customer:

• System Based - Select whether to enter a default required date for the customer during order entry based on the Default Required Date option in Customer Service Control Maintenance or EDI Trading Partner Maintenance.

• No - Do not automatically enter a default required date for the customer during order entry.

• Yes - Automatically enter a default required date for the customer during order entry. If this option is selected, the required date is calculated based on the value in the Days from Order Date field.

Default Required Date field on the Sales tab in Customer Maintenance

36600

required-days

4

Character

Enter a number of business days past the current date to use to calculate a default required date for the customer's sales orders. The required date can still be manually changed for orders.

Note The required date will not use this default if the shipper selected for an order is a fleet delivery shipper with a defined route/stop for the customer.

Days From Order Date field on the Sales tab in Customer Maintenance

36700

required-date-days

3

Integer

Enter a positive or negative number of days that are automatically added to the required date for the customer's orders. If a value is entered for this field, the default required date days entered in Customer Service Control Maintenance is ignored.

NOTE Users can be set up to ignore this option in User Profile Maintenance.

Required Date Days radio set and field on the Sales tab in Customer Maintenance

36800

Cust-consent-provided

3

Yes/No

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

Consent Provided check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Main tab in Customer Maintenance.

36900

Cust-consent-attached

3

Yes/No

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

Consent Attached check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Main tab in Customer Maintenance.

37000

Cust-consent-date

10

99/99/9999

Enter the date on which the data subjects, that is, the customers, provided the consents to use their personal data.

Consent Date field on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Main tab in Customer Maintenance.

37100

Shipto-consent-provided

3

Yes/No

Enter Yes if the data subjects have provided consents to use their personal data such as Ship-To addresses.

Consent Provided check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Ship-To tab in Customer Maintenance.

37200

Shipto-consent-attached

3

Yes/No

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

Consent Attached check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Ship-To tab in Customer Maintenance.

37300

Shipto-consent-date

10

99/99/9999

Enter the date on which the data subjects, that is, the customers, provided the consents to use their personal data such as Ship-To addresses.

Consent Date field on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Ship-To tab in Customer Maintenance.

37400

Billto-consent-provided

3

Yes/No

Enter Yes if the data subjects have provided consents to use their personal data such as Bill-To addresses.

Consent Provided check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Bill-To  tab in Customer Maintenance.

37500

Billto-consent-attached

10

99/99/9999

Enter Yes if the data subjects' consents to use their personal data, such as Bill-To addresses, are attached using the standard attachment function in Customer Maintenance.

Consent Provided check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Bill-To tab in Customer Maintenance.

37600

Billto-consent-date

3

Yes/No

Enter the date on which the data subjects, that is, the customers, provided the consents to use their personal data such as Bill-To addresses.

Consent Provided check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Bill-To tab in Customer Maintenance.

37700

skip-810

3

Yes/No

Enter Yes if you do not want to send EDI invoices for the customer even if the trading partner associated with the customer is set up to send EDI invoices.

Do Not Send EDI Invoice check box on the Groups tab in Customer Maintenance

37800

skip-855

3

Yes/No

Enter Yes if you do not want to send EDI order acknowledgments for the customer even if the trading partner associated with the customer is set up to send EDI order acknowledgments.

Do Not Send EDI Order Acknowlegment check box on the Groups tab in Customer Maintenance

37900

skip-870

3

Yes/No

Enter Yes if you do not want to send EDI order statuses for the customer even if the trading partner associated with the customer is set up to send EDI order statuses.

Do Not Send EDI Order Status check box on the Groups tab in Customer Maintenance

38000

skip-856

3

Yes/No

Enter Yes if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to send EDI ASN's.

Do Not Send EDI ASN check box on the Ship-To tab in Customer Maintenance

38100

skip-810

3

Yes/No

Enter Yes if you do not want to send EDI invoices for the customer even if the trading partner associated with the customer is set up to send EDI invoices.

Do Not Send EDI Invoice check box on the Ship-To tab in Customer Maintenance

38200

skip-855

3

Yes/No

Enter Yes if you do not want to send EDI order acknowledgments for the customer even if the trading partner associated with the customer is set up to send EDI order acknowledgments.

Do Not Send EDI Order Acknowlegment check box on the Ship-To tab in Customer Maintenance

38300

skip-870

3

Yes/No

Enter Yes if you do not want to send EDI order statuses for the customer even if the trading partner associated with the customer is set up to send EDI order statuses.

Do Not Send EDI Order Status check box on the Ship-To tab in Customer Maintenance

38400

bypass-pkslp-req-check

23

Character

Enter anyone of the following options:

• Trading Partner Default - Enter Trading Partner Default when you want the system to either check the pack list required fields or bypass the pack list required fields check based on the setting for the trading partner associated with the customer.

• Yes - Enter Yes if you want the system to bypass checking of the pack list required fields for the customer.

• No - Enter No if you want the system to check the pack list required fields for the customer.

Bypass Pack List Required Fields Checking radio button group on the Pack List Required Fields tab in Customer Maintenance

38500

shipto-entity-use-code

25

Character

This field only applies when AvaTax interface is used. If the value for shipto-tax-exempt is Yes, then one of the following fields becomes a required field:

• shipto-state-tax-exempt

• shipto-entity-use-code

If AvaTax interface is not used, leave this field blank.

Entity Use Code field on the Ship-To tab in Customer Maintenance