Customer Import Format

NOTE For general information on using imports, see Imports FAQ.

The following tables list the format for importing customer and port selection rule records in Customer Import.

Customer Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Customer Code	12	Character	Yes, only if customer codes are not set up to automatically be assigned in Accounts Receivable Control Maintenance	Enter a customer code for the customer. The customer code must be unique. NOTE If customer codes are set up to automatically be assigned and overriding is not allowed, this field is ignored.
B	2	Customer Name	40	Character	Yes	Enter the name of the customer.
C	3	Search Name	20	Character	No	Enter the customer’s alternative search name (such as a short name or acronym for the customer). If this field is left blank, it defaults to the first 20 characters of the customer name.
D	4	Type	19	Character	Yes	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). Prospect - A prospect who can only have quote type orders entered.
E	5	Setup Date	10	99/99/9999	No	Enter the date this customer was initially set up. If this field is left blank, it defaults to today.
F	6	Active	3	Yes/No	No	Enter Yes if this customer is active and you want the customer to be listed in all Lookup windows. Usually, you should enter Yes. If this field is blank, it defaults to Yes.
G	7	Pays for Other Customers	3	Yes/No	No	Enter Yes if this customer initiates payments for other unrelated customers (e.g., UPS). This field defaults to No.
H	8	Validate Payment-Related Customers	3	Yes/No	No	This field is not currently used.
I	9	Country	10	Character	Yes	Enter the country of the customer's address. This field is validated. For information on setting up countries, see Country Maintenance.
J	10	Address 1	60	Character	Yes	Enter the first line of the customer's street address.
K	11	Address 2	60	Character	No	Enter the second line of the customer's street address.
L	12	Address 3	60	Character	No	Enter the third line of the customer's street address.
M	13	Postal Code	10	Character	Yes, only if a postal code is required for the country of the address	Enter the postal code of the customer's address. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. For more information on postal codes, see Postal Code Maintenance.
N	14					This field is not used and should be blank.
O	15	City	40	Character	Yes	Enter the city of the customer's address. For information on setting up cities, see Postal Code Maintenance.
P	16	County	36	Character	No	Enter the county of the customer's address.
Q	17	State/Province	3	Character	Yes, only if a state or province is required for the country of the address	Enter the state or province of the customer's address. This field is validated. For more information on setting up state and province codes, see State and Province Maintenance.
R	18	Phone Number	16	Character	No	Enter the customer's telephone number. The format of the telephone number is set up in Country Maintenance.
S	19	Fax Number	16	Character	No	Enter the customer's fax number. The format of the fax number is set up in Country Maintenance.
T	20	Website	60	Character	No	Enter the address of the customer's Website.
U	21	Email Address	60	Character	No	Enter the main email address for the customer.
V	22	Language	8	Character	No	Enter the primary language spoken by the customer. This field is informational only.
W	23	Attention	36	Character	No	Enter the main contact of the customer who should receive invoices.
X	24	Sales Representative 1	12	Character	No	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.
Y	25	Sales Representative 2	12	Character	No	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.
Z	26	Shipping Location	3	Character	No	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.
AA	27	Sales Location	3	Character	Yes, only if customer codes are set up to automatically be assigned based on sales locations in Accounts Receivable Control Maintenance	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.
AB	28	Customer Division	12	Character	Yes	Enter a valid customer division for the customer. The customer division is a customer grouping used in the Executive Information Systems module and for sales analysis. For information on setting up customer divisions, see Customer Division Maintenance.
AC	29	Customer Group	12	Character	No	Enter a customer group ID for the customer. This field is validated. The customer group is a grouping used in the Executive Information Systems module and for sales analysis. For information on setting up customer groups, see Customer Group Maintenance.
AD	30	Sales Territory	12	Character	No	Enter the sales territory for the customer. This field is validated. The sales territory is a customer grouping used in the Executive Information Systems module and for sales analysis. For information on setting up sales territories, see Sales Territory Maintenance.
AE	31	Default Shipper	12	Character	No	Enter the default shipper to use in Order Entry. This field is validated. For information on setting up shippers, see Shipper Maintenance. If a fleet delivery shipper is selected, both a route number and route stop number are required. A shipper may or may not be a fleet delivery shipper.
AF	32	Pricing Customer Code	12	Character	No	Enter the customer code to use for price calculations. This field is validated. Usually, this field is left blank. Only use this field if pricing for this customer points to another customer. A pricing customer cannot be a child of another pricing customer.
AG	33	Price Books		Character	No	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.
AH	34	Commission Book	12	Character	No	Enter the commission book for the customer. This field is validated. The commission book is a customer grouping to use for commission calculations. For information on setting up commission books, see Commission Book Maintenance.
AI	35	History Customer Code	12	Character	No	Enter the customer code to use for sales history for the customer. This field is validated. Usually, this field is left blank. Only use this field if sales history for this customer is to be consolidated into another customer.
AJ	36	Marketing Representative 1	12	Character	No	Enter the primary marketing representative responsible for the customer. You must enter a valid marketing representative for which First Person or Both is selected as the Person Type in Marketing Representative Maintenance.
AK	37	Marketing Representative 2	12	Character	No	Enter a secondary marketing representative responsible for the customer. You must enter a valid marketing representative. For information on setting up marketing representatives, see Marketing Representative Maintenance.
AL	38	Market Segment User Defined 1	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AM	39	Market Segment User Defined 2	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AN	40	Market Segment User Defined 3	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AO	41	Market Segment User Defined 4	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AP	42	Market Segment User Defined 5	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AQ	43	Market Segment User Defined 6	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AR	44	Market Segment User Defined 7	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AS	45	Market Segment User Defined 8	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AT	46	Market Segment User Defined 9	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AU	47	Market Segment User Defined 10	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
AV	48	Default Order Class	10	Character	No	Enter the default order class for the customer in Order Entry. This field is validated. If this field is left blank, it will default from the user’s default order class. For information on setting up order classes, see Order Class Maintenance.
AW	49	Default F.O.B.	12	Character	No	Enter the default FOB (Freight On Board) used for the customer in Order Entry. This field is validated. For information on setting up FOB codes, see Freight On Board Maintenance.
AX	50	Order Priority	4	>>>9	No	Enter the default order priority used for the customer in Order Entry. The higher the number, the higher the priority for releasing backorders. If this field is blank, it defaults to 0.
AY	51	Ship Orders Complete	3	Yes/No	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 the 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. NOTE If you enter Yes for this field, you cannot enter Yes for the Ship Backorders Complete field (position 55). Enter No if you do not want to only ship complete orders to the customer. If this field is blank, it defaults to No.
AZ	52	Orders Default As Freight Free	3	Yes/No	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 the 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. Note If you do not want to directly bill for freight charges for the customer's orders, enter Yes. If this field is blank, it defaults to No.
BA	53	Require Order Acknowledgment	3	Yes/No	No	Enter Yes if you want the customer to receive an automatic order acknowledgment. The location record must be set up to use automatic order acknowledgments. If the customer is set up for order acknowledgments, a customer contact must be set up with order acknowledgment rules. If this field is blank, it defaults to No.
BB	54	Cancel Backorder	3	Yes/No	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. If this field is blank, it defaults to No.
BC	55	Ship Backorders Complete	3	Yes/No	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 the 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. NOTE If you enter Yes for this field, you cannot enter Yes for the Ship Orders Complete field (position 51). If this field is blank, it defaults to No.
BD	56	Internal Customer	3	Yes/No	No	Enter Yes if this 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. If this field is blank, it defaults to No.
BE	57	Generate Co-op Amounts	3	Yes/No	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. If this field is blank, it defaults to No.
BF	58	Customer Pick Group	12	Character	No	Enter a valid customer pick group for the customer. Customer pick groups can be used in Pick Demand Create and Print to filter creation of pick demands for groups of customers. For information on setting up customer pick groups, see Customer Pick Group Maintenance.
BG	59	Default EDI Trade ID	25	Character	No	Enter a valid default EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. Note You must enter this trade ID in one of the EDI Trade ID 1-10 fields (see later in the import format). For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
BH	60	Billing Customer Code	12	Character	No	Enter a valid billing customer code to use for accounts receivable collection and chargeback resolution. If this field is blank, it defaults to the customer.
BI	61	Credit Customer Code	12	Character	No	Enter a valid customer to use for accounts receivable credit management. If the billing customer code is different from the customer code, this field defaults to the credit customer code of the billing customer. If this field is blank, it defaults to the customer.
BJ	62	Paying Customer Code	12	Character	No	Enter a valid customer to use for payments. If the billing customer code is different from the customer code, this field defaults to the paying customer code of the billing customer. If this field is blank, it defaults to the customer.
BK	63	Remit-To Address ID	20	Character	No	Enter the address where the customer should send payments (this remit-to address is printed on invoices). This field is validated. For information on setting up remit-to addresses, see Payment Remit To Address Maintenance.
BL	64	Store ID	20	Character	No	Enter the store ID number if the customer is a store that is part of a mass merchant chain.
BM	65	Related Supplier Code	15	Character	No	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.
BN	66	Payment Method	11	Character	No	Enter one of the following default payment methods for the customer: ACH cash check cod Credit Card direct debit exchange other transfer wire
BO	67	Invoice Consolidation	18	Character	No	Enter one of the following methods of consolidating confirmed pick demands into a single invoice for the customer: by BOL/Alt-PO/Bill by BOL/BillCust by BOL/Customer by BOL/CustPO# by BOL/PO/BillCust by Customer by Customer/Route by Order by Order/Location by Shipment No For more information, see Consolidate Invoices Options FAQ. If this field is blank, it defaults to No.
BP	68	Default Currency	8	Character	No	Enter the default currency used by the customer. This field is validated. If this field is left blank, it defaults to the ledger default currency. For information on setting up currencies, see Currency Maintenance.
BQ	69	Invoice Method	8	Character	No	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. If you enter EDI, the invoice form is not printed. If you leave this field blank, it defaults to Print.
BR	70	Invoice Print Frequency	12	Character	No	Enter one of the following methods for printing invoices: Normal - Print invoices on a one-by-one basis. Statement - Print invoices in a statement format (typically used if there is a high transaction volume, e.g., daily, within a short period of time). This field defaults to Normal.
BS	71	Accounts Receivable General Ledger Account	29	Character	No	Enter a valid accounts receivable general ledger account for the customer. Usually, this field is left blank. Only use this field if the customer needs an override accounts receivable general ledger account number different from the system one. If entered, the general ledger account must be an A/R Trade general ledger category account. Enter the general ledger account number with formatting (dashes, etc.). For information on setting up general ledger accounts, see Account Maintenance.
BT	72	Cash Discount General Ledger Account	29	Character	No	Enter a valid cash discount general ledger account for the customer. Usually, this field is left blank. Only use this field if the customer needs an override cash discount general ledger account number different from the system one. If entered, the general ledger account must be a general ledger category of accounts receivable discount. Enter the general ledger account number with formatting (dashes, etc.). For information on setting up general ledger accounts, see Account Maintenance. 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.
BU	73	Accounts Receivable Clearing General Ledger Account	29	Character	No	Enter a valid accounts receivable clearing general ledger account for the customer. Usually, this field is left blank. 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. Enter the general ledger account number with formatting (dashes, etc.). For information on setting up general ledger accounts, see Account Maintenance.
BV	74	Payment/Chargeback Team	12	Character	No	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 information on setting up chargeback teams, see Chargeback Team Maintenance. If this field is blank, it defaults to DEFAULT.
BW	75	Payment/Chargeback Group	12	Character	No	Enter a valid chargeback group for the customer. If the billing customer is different from the customer, the billing customer’s chargeback group is used. For information on setting up chargeback groups, see Customer Payment Rule Maintenance. If this field is blank, it defaults to DEFAULT.
BX	76	Payment/Chargeback Division	12	Character	No	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 information on setting up chargeback divisions, see Customer Payment Rule Maintenance. If this field is blank, it defaults to DEFAULT.
BY	77	Payment/Chargeback Default Grouping	12	Character	No	Enter Group or Division to indicate whether the customer will follow the default rules for its chargeback group or division. If this field is blank, it defaults to Group.
BZ	78	Collection Team	12	Character	No	Enter a valid collection team for the customer. If the billing customer is different from the customer, the billing customer’s collection team is used. For information on setting up collection teams, see Collection Team Maintenance. If this field is blank, it defaults to DEFAULT.
CA	79	Collection Group	12	Character	No	Enter a valid collection group for the customer. If the billing customer is different from the customer, the billing customer’s collection group is used. For information on setting up collection groups, see Customer Collection Rule Maintenance. If this field is blank, it defaults to DEFAULT.
CB	80	Collection Division	12	Character	No	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 information on setting up collection divisions, see Customer Collection Rule Maintenance. If this field is blank, it defaults to DEFAULT.
CC	81	Collection Default Grouping	12	Character	No	Enter Group or Division to specify whether the customer will follow the default rules for its collection group or division. If this field is blank, it defaults to Group.
CD	82	Credit Team	12	Character	No	Enter a valid credit team for the customer. If the billing customer is different from the customer, the billing customer’s credit team is used. For information on setting up credit teams, see Credit Team Maintenance. If this field is blank, it defaults to DEFAULT.
CE	83	Credit Group	12	Character	No	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 information on setting up credit groups, see Customer Credit Rule Maintenance. If this field is blank, it defaults to DEFAULT.
CF	84	Credit Division	12	Character	No	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 information on setting up credit divisions, see Customer Credit Rule Maintenance. If this field is blank, it defaults to DEFAULT.
CG	85	Credit Default Grouping	12	Character	No	Enter Group or Division to specify whether the customer will follow the default rules for its credit group or division. If this field is blank, it defaults to Group.
CH	86	Collection Statement Group	12	Character	No	Enter a valid collection statement group for the customer. For information on setting up collection statement groups, see Collection Statement Group Maintenance.
CI	87	Collection Letter Group	12	Character	No	Enter a valid collection letter group for the customer. For information on setting up collection letter groups, see Collection Letter Group Maintenance.
CJ	88	Finance Charge Group	12	Character	No	Enter a valid finance charge group for the customer. For information on setting up finance charge groups, see Finance Charge Group Maintenance.
CK	89	Primary Ship-To Name	40	Character	No	Enter the name of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address (the primary ship-to address name will be the customer's name).
CL	90	Primary Ship-To Country	10	Character	No	Enter the country of the customer's primary ship-to address. This field is validated. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address. For information on setting up countries, see Country Maintenance.
CM	91	Primary Ship-To Address 1	60	Character	No	Enter the first line of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address.
CN	92	Primary Ship-To Address 2	60	Character	No	Enter the second line of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address.
CO	93	Primary Ship-To Address 3	60	Character	No	Enter the third line of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address.
CP	94	Primary Ship-To Postal Code	10	Character	Yes, only if you are importing a primary ship-to address that is different than the customer's address and a postal code is required for the country of the primary ship-to address	Enter the postal code of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. For information on setting up postal codes, see Postal Code Maintenance.
CQ	95					This field is not used and should be blank.
CR	96	Primary Ship-To City	40	Character	No	Enter the city of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address. If postal codes are being validated, this must be a valid city for the postal code.
CS	97	Primary Ship-To County	36	Character	No	Enter the county of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address.
CT	98	Primary Ship-To State/Province	3	Character	Yes, only if you are importing a primary ship-to address that is different than the customer's address and a state or province is required for the country of the primary ship-to address	Enter the state or province of the customer's primary ship-to address. This field is validated. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address. For information on setting up state and provinces, see State and Province Maintenance.
CU	99	Primary Ship-To Phone Number	16	Character	No	Enter the telephone number for the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address. The format of the telephone number is set up in Country Maintenance.
CV	100	Primary Ship-To Fax	16	Character	No	Enter the fax number of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address. The format of the telephone number is set up in Country Maintenance.
CW	101	Primary Ship-To Emergency Phone	16	Character	No	Enter the ship-to emergency phone number if it is different from the customer emergency phone number. The format of the telephone number is set up in Country Maintenance.
CX	102	Primary Ship-To Email Address	60	Character	No	Enter the email address of the customer's primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address.
CY	103	Primary Ship-To Related Bill-to ID	8	Character	No	If there is a related bill-to address for the primary ship-to address, enter the bill-to address ID. This field is validated.
CZ	104	Primary Ship-To Attention	36	Character	No	Enter the main contact for the primary ship-to address. If the primary ship-to address is the same as the customer's address, you can leave all primary ship-to address fields blank, and the primary ship-to address will be copied from the customer's address.
DA	105	Primary Ship-To Shipper ID	12	Character	No	Enter the ship-to shipper ID if it is different from the customer shipper ID. This field is validated. For information on setting up shippers, see Shipper Maintenance. If a fleet delivery shipper is entered, then both a route number and route stop number are required. A shipper may or may not be a fleet delivery shipper.
DB	106	Primary Ship-To F.O.B.	12	Character	No	Enter the ship-to F.O.B. code if it is different from the customer F.O.B. code. For information on setting up FOB codes, see Freight On Board Maintenance.
DC	107	Primary Ship-To Shipping Mode	8	Character	No	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.
DD	108	Primary Ship-To Shipping Account ID	6	Character	No	Enter the ship-to address account number to charge for delivery if you are using an external shipping interface. Example The UPS account number printed on UPS labels for the UPS shipping interface.
DE	109	Primary Ship-To Latitude	14	->>>>>>>9.9999	No	Enter the latitude of the primary ship-to address if you are using an external delivery logistics interface.
DF	110	Primary Ship-To Longitude	14	->>>>>>>9.9999	No	Enter the longitude of the primary ship-to address if you are using an external delivery logistics interface.
DG	111	Primary Ship-To Tax Jurisdiction	12	Character	No	Enter a valid tax jurisdiction for the primary ship-to address. You can enter None if the customer is not charged tax, and if the None tax jurisdiction is set up. For information on setting up tax jurisdictions, see Sales Tax Jurisdiction Maintenance. If this field is blank, it defaults to None. NOTE If the system is integrated with AvaTax, leave this field blank.
DH	112	Primary Ship-To Tax Exempt	3	Yes/No	No	Enter Yes if the primary ship to address is tax exempt. If you enter Yes and the internal tax functionality is used, then Primary Ship-To State/Province Tax Exempt Number and Primary Ship-To Country Tax Exempt Number are required. If you enter Yes and the AvaTax interface is used, either Primary Ship-To State/Province Tax Exempt Number or Primary Ship-To Entity Use Code is required.
DI	113	Primary Ship-To State/Province Tax Exempt Number	20	Character	Conditional; see the Primary Ship-to Tax Exempt field	If the primary ship-to address is always exempt from state/province tax for all products shipped to it, enter the customer’s state/province tax exemption number.
DJ	114	Primary Ship-To Country Tax Exempt Number	20	Character	Yes, only if Yes is entered for the Primary Ship-to Tax Exempt field (position 112) and the internal tax functionality is used.	If the primary 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 does not apply to AvaTax interface.
DK	115	Primary Ship-To Route Number	12	Character	No	Enter a valid route used for fleet delivery. For information on setting up fleet delivery routes, see Fleet Delivery Route Maintenance.
DL	116	Primary Ship-To Route Stop Number	4	>>>9	No	Enter a valid stop used for fleet delivery. For information on setting up fleet delivery stops, see Fleet Delivery Stop Maintenance.
DM	117	Primary Ship-To Use in Default Route Search	3	Yes/No	No	Enter Yes if the route entered in the Primary Ship-To Route Number field should be considered when automatically assigning a required date for a fleet delivery order for the customer.
DN	118	Ship-To Invoice Format	10	Character	No	Enter the format to use when an invoice is printed (either from Invoice Create and Print or from Invoice Print). Enter one of the following: 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.
DO	119	Main Customer Invoice Format	10	Character	No	Enter the format to use for the main customer when using Invoice Copy Print. Enter one of the following: none - Do not print invoices. 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. This field defaults to none.
DP	120	Billing Customer Invoice Format	10	Character	No	Enter the format to use for the billing customer when using Invoice Copy Print. Enter one of the following: none - Do not print invoices. 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. This field defaults to none.
DQ	121	Primary Bill-To Name	40	Character	No	Enter the name of the customer's primary bill-to address if it is different from the customer name. If the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address (the primary bill-to address name will be the customer's name).
DR	122	Use Billing Customer Code Address Information	3	Yes/No	No	Enter Yes to default the address information from the related billing customer code's primary bill-to address during sales order entry. This field defaults to No. If you enter Yes, the import uses the address information from the billing customer for the primary bill-to address, and you do not need to enter the primary bill-to address information. If you enter No, or leave this field blank, and leave all the bill-to address fields blank, the primary bill-to address is copied from the customer's address.
DS	123	Primary Bill-To Country	10	Character	No	Enter the country of the customer's primary bill-to address. This field is validated. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address. For information on setting up countries, see Country Maintenance.
DT	124	Primary Bill-To Address 1	60	Character	No	Enter the first line of the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
DU	125	Primary Bill-To Address 2	60	Character	No	Enter the second line of the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
DV	126	Primary Bill-To Address 3	60	Character	No	Enter the third line of the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
DW	127	Primary Bill-To Postal Code	10	Character	Yes, only if you are importing a primary bill-to address that is different than the customer's address and a postal code is required for the country of the primary bill-to address	Enter the postal code of the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. For information on setting up postal codes, see Postal Code Maintenance.
DX	128					This field is not used and should be blank.
DY	129	Primary Bill-To City	40	Character	No	Enter the city of the customer's primary bill-to address. If postal codes are being validated, this must be a valid city for the postal code. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
DZ	130	Primary Bill-To County	36	Character	No	Enter the county for the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
EA	131	Primary Bill-To State/Province	3	Character	Yes, only if you are importing a primary bill-to address that is different than the customer's address and a state or province is required for the country of the primary bill-to address	Enter the state or province of the customer's primary bill-to address. If postal codes are being validated, this must be a valid state for the postal code. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
EB	132	Primary Bill-To Phone Number	16	Character	No	Enter the telephone number of the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address. The format of the telephone number is set up in Country Maintenance.
EC	133	Primary Bill-To Fax Number	16	Character	No	Enter the fax number of the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address. The format of the telephone number is set up in Country Maintenance.
ED	134	Primary Bill-To Email Address	60	Character	No	Enter the email address for the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
EE	135	Primary Bill-To Attention	36	Character	No	Enter the main contact for the customer's primary bill-to address. If you are not using the billing customer code address for the primary bill-to address and the primary bill-to address is the same as the customer's address, you can leave all primary bill-to address fields blank, and the primary bill-to address will be copied from the customer's address.
EF	136					This field is not used. Leave this field blank.
EG	137	Primary Bill-To Credit Card Type	12	Character	No	Enter a valid payment terms code for the credit card type of the customer's credit card. For information on setting up payment terms, see Payment Terms Maintenance.
EH	138	Primary Bill-To Credit Card Expiration Month	2	MM	No	Enter a 2-digit expiration month for the customer's credit card.
EI	139	Primary Bill-To Credit Card Expiration Year	4	YYYY	No	Enter a 4-digit expiration year for the customer's credit card.
EJ	140	Primary Bill-To Credit Card Billing Name	30	Character	No	Enter the name that appears on the credit card if it differs from the customer name. If this field is blank, it defaults to the customer name.
EK	141	User Defined 1	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
EL	142	User Defined 2	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
EM	143	User Defined 3	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
EN	144	User Defined 4	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
EO	145	User Defined 5	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
EP	146	User Defined 6	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
EQ	147	User Defined 7	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
ER	148	User Defined 8	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
ES	149	User Defined 9	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
ET	150	User Defined 10	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
EU	151	Default Payment Terms	12	Character	No	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.
EV	152	Credit Limit	14	>>>,>>>,>>9.99	No	Enter the amount of the credit limit authorized for the customer. This field defaults to 0.
EW	153	Credit Limit Overage Percentage	6	>>9.99	No	Enter the overage percentage to create an over limit credit task for the customer. This acts as an additional credit safeguard. If a credit user has credit approval for up to 5,000 (per order), then multiple orders under 5,000 could be approved to drive the total credit exposure to significantly exceed the credit limit. When the credit limit is exceeded beyond this overage percentage, an over limit credit task is created. An over limit credit task only gets closed automatically when the total credit exposure falls below the credit limit overage. Example The credit limit is 100,000 for credit customer A. The customer's credit limit overage percentage is 10%. When the credit exposure exceeds 110,000 for credit customer A, an over limit credit task is created. This field defaults to 0.
EX	154	Credit Insurance Amount	14	>>>,>>>,>>9.99	No	Enter the amount of credit insurance for the customer. This is informational only, and does not affect any accounts receivable processing. A history of changes to the credit insurance amount is maintained for auditing. This field defaults to 0.
EY	155	Minimum Credit Score	9	->>,>>9.99	No	Enter the minimum credit score below which orders are put on credit hold for the customer. A history of changes to the minimum credit score is maintained for auditing. This field defaults to 0.
EZ	156	Actual Credit Score	9	->>,>>9.99	No	Enter the customer's actual credit score. A history of changes to the actual credit score is maintained for auditing. This field defaults to 0.
FA	157	Next Credit Review Date	10	99/99/9999	No	Enter the next credit review date for the customer.
FB	158	Allowed to Place Orders	3	Yes/No	No	Enter Yes if the customer is allowed to place orders or No if the customer is not allowed to place orders. If this field is left blank, it defaults from the customer’s credit group or credit division settings.
FC	159	Dun & Bradstreet Number	12	Character	No	Enter the ID number assigned by Dun & Bradstreet to the customer.
FD	160	Credit Check Option	12	Character	No	Enter one of the following options: All - Perform credit check rules on sales orders for the customer. None - Bypass credit check rules for the customer. For more information, see Customer Credit Rule Maintenance.
FE	161	Create Consolidated Pick Demands	3	Yes/No	No	Enter Yes 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.
FF	162	Reward Customer Code	12	Character	No	Enter a valid reward customer code to use for customer reward calculations. If this field is blank, it defaults to the customer. For information on setting up reward customers, see Reward Customer Maintenance.
FG	163	Forecast Group	12	Character	No	Enter a valid forecast group to which the customer belongs for DRP product forecasting. For information on setting up forecast groups, see Customer Forecast Group Maintenance. If no forecast groups have been setup, enter All Others. If this field is blank, it defaults to All Others.
FH	164	Companion Book ID	12	Character	No	Enter a valid companion book associated with the customer (if you use companion products). For information on setting up companion books, see Companion Book Maintenance.
FI	165	Accounts Receivable Absorption General Ledger Account	29	Character	No	Enter the accounts receivable absorption general ledger account number for the customer with formatting (dashes, etc.). This field is usually left blank. Only use this field if the customer needs an override accounts receivable absorption general ledger account number different from the system default. If you enter an account for this field, it must be in the A/R Absorption general ledger category.
FJ	166	Accounts Receivable Write-off General Ledger Account	29	Character	No	Enter the accounts receivable write-off general ledger account number for the customer. This field is usually left blank. Only use this field if the customer has an override accounts receivable write-off account (or part of a general ledger mask). 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.
FK	167	Require Purchase Order Number	3	Yes/No	No	Enter Yes to require the entry of a customer’s purchase order number during order entry. This field defaults to No.
FL	168	Region ID	12	Character	No	Enter a valid forecast region ID to which the customer belongs for DRP product forecasting. For information on setting up regions, see Point of Sale Region Maintenance.
FM	169	Shipping Label Format	20	Character	No	Enter the shipping label format for the customer.
FN	170	Pallet Label Format	20	Character	No	Enter the pallet label format for the customer.
FO	171	Create Default Packages at Pick Demand Create	10	Character	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. This field defaults to Zone Based.
FP	172	Use Pallet Shipping Labels	3	Yes/No	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. This field defaults to No.
FQ	173	Sales Representative By Line Item	3	Yes/No	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. This field defaults to No.
FR	174	Shared Ship-To Invoice Format	30	Character	No	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.
FS	175	Allow Mixed Cartons	3	Yes/No	No	Enter Yes if you want to allow cartons to contain different products when packing for the customer. This field defaults to No.
FT	176	No Cartonization	3	Yes/No	No	Enter Yes to not perform cartonization when packing for the customer. This field defaults to No.
FU	177	Shipping Method	6	Character	No	Enter one of the following shipping methods for the customer: Air Ground
FV	178	Process EDI Bills of Lading	3	Yes/No	No	Enter Yes if the customer processes EDI bills of lading. An EDI bill of lading is sent if the customer and shipper both process EDI bills of lading. This field defaults to Yes.
FW	179	Bill-To EDI Address Code	30	Character	No	Enter the EDI billing address code supplied by the customer on an EDI 850 transaction (incoming purchase order).
FX	180	Ship-To EDI Address Code	30	Character	No	Enter the EDI shipping address code supplied by the customer on an EDI 850 transaction (incoming purchase order).
FY	181	Ship-To Store ID	20	Character	No	Enter the store ID for the customer's ship-to address.
FZ	182	User Defined 11	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GA	183	User Defined 12	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GB	184	User Defined 13	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GC	185	User Defined 14	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GD	186	User Defined 15	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GE	187	User Defined 16	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GF	188	User Defined 17	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GG	189	User Defined 18	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GH	190	User Defined 19	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GI	191	User Defined 20	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
GJ	192					This field is not used and should be blank.
GK	193	No Banding	3	Yes/No	No	Enter Yes to not perform banding when packing for the customer.
GL	194	Ship-To Address Freight Collection	25	Character	No	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.
GM	195	Bookings Group	12	Character	No	Enter the bookings group for the customer. For information on setting up bookings groups, see Bookings Group Maintenance.
GN	196	Label Reprint Option	15	Character	No	Enter one of the following label reprint options: Relabel Changes Relabel All Never Relabel
GO	197	Profit Group Code	12	Character	Yes, only if the customer is a billing customer and the Profit Group is required for billing customers check box is selected in Scorecard Control Maintenance	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.
GP	198	Do Not Send EDI ASN	3	Yes/No	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.
GQ	199	Customer Manufacturing Number	10	Integer	No	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.
GR	200	Customer Service Team	20	Character	No	Enter the customer service team for the customer. For information on setting up customer service teams, see Customer Service Team Maintenance.
GS	201	Output VAT General Ledger Account	29	Character	No	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.
GT	202	Output VAT Variance General Ledger Account	29	Character	No	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.
GU	203	Customer VAT ID	30	Character	No	Enter the customer's tax identification number for VAT. Example For an Australian customer, enter the customer's Australian Business Number (ABN).
GV	204	VAT Exempt	3	Yes/No	No	Enter Yes or Y if the customer's primary ship-to address is VAT exempt. Enter No or N if the customer's primary ship-to address is not VAT exempt.
GW	205	VAT Exempt Reason Code	20	Character	Yes, only if you enter Yes or Y for the VAT Exempt field	If the customer's primary 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.
GX	206	Order Import Price Includes VAT	7	Character	No	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.
GY	207	Cash Flow Customer Group Code	20	Character	No	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.
GZ	208	Market Segment User Defined 11	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HA	209	Market Segment User Defined 12	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HB	210	Market Segment User Defined 13	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HC	211	Market Segment User Defined 14	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HD	212	Market Segment User Defined 15	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HE	213	Market Segment User Defined 16	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HF	214	Market Segment User Defined 17	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HG	215	Market Segment User Defined 18	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HH	216	Market Segment User Defined 19	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HI	217	Market Segment User Defined 20	400	Character, Date, Decimal, Integer, or Logical	No	Enter the appropriate user-defined market segment information for the customer. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance.
HJ	218	Beverage Type	1	Character	No	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 If you leave this field blank, it defaults to None.
HK	219	Wine	3	Yes/No	No	Enter Yes if the customer is licensed to sell wine.
HL	220	Spirits	3	Yes/No	No	Enter Yes if the customer is licensed to sell spirits.
HM	221	Beer	3	Yes/No	No	Enter Yes if the customer is licensed to sell beer.
HN	222	Royalty Book Name	12	Character	No	Enter the royalty book name for the customer. For information on setting up royalty books, see Royalty Book Maintenance.
HO	223	Samples Sales Representative ID	12	Character	No	Enter a valid sales representative ID if the customer is a sales representative who will be associated with sample orders.
HP	224	Ignore Minimum/Multiple	3	Yes/No	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.
HQ	225	Shipping Location Prefix	3	Character	No	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.
HR	226	Sales Location Prefix	3	Character	No	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.
HS	227	Sales Representative 1	12	Character	No	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.
HT	228	Sales Representative 2	12	Character	No	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.
HU	229	Invoice Form Name	50	Character	No	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.
HV	230	Pack List Form Name	50	Character	No	Enter a valid Crystal Reports form (including the .rpt file extension) to use for the customer's pack lists (packing slips).
HW	231	EDI Trade ID 1	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
HX	232	EDI Trade ID 2	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
HY	233	EDI Trade ID 3	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
HZ	234	EDI Trade ID 4	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
IA	235	EDI Trade ID 5	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
IB	236	EDI Trade ID 6	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
IC	237	EDI Trade ID 7	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
ID	238	EDI Trade ID 8	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
IE	239	EDI Trade ID 9	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
IF	240	EDI Trade ID 10	25	Character	No	Enter a valid EDI trade ID for the customer. This field is only needed if the customer is an EDI customer. If this is the default EDI trade ID for the customer, also enter it for the Default EDI Trade ID field. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
IG	241	Customer Allowance Group	12	Character	No	Enter the customer allowance group for the customer. For information on setting up customer allowance groups, see Customer Allowance Group Maintenance.
IH	242	Approved for Finance Payment Terms	3	Yes/No	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.
II	243	Default Cash Account	29	Character	No	Enter a valid default cash general ledger account for the customer's payments. The account must be a Cash category account.
IJ	244	Order Acknowledgment Form Name	50	Character	No	Enter the Crystal Reports form to use for the customer's order acknowledgments.
IK	245	Sales Restriction Group Code	12	Character	No	Enter a valid sales restriction group code for the customer. For information on setting up sales restriction groups, see Sales Restriction Group Maintenance.
IL	246	Allow Saved Credit Cards in Order Entry	3	Yes/No	No	Enter No to prevent users from saving credit card information for the customer during order entry. If this field is blank, it defaults to Yes.
IM	247	Open Order Warning	3	Yes/No	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.
IN	248	Price Book Group	12	Character	No	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.
IO	249	Last Invoice Date	10	99/99/9999	No	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.
IP	250	Consignment Location	3	Character	No	Enter a valid location prefix of the consignment location for the customer (if necessary). For more information on customer consignment, see Consignment Order Process Flow.
IQ	251	Payment Account ID	10	Character	Yes, only if you are using Worldpay for credit card processing and entered the last four digits of a credit card for the Primary Bill-To Address Credit Card Last 4 Digits field (position 252)	If you are using Worldpay for credit card processing, enter the customer's payment account ID.
IR	252	Primary Bill-To Address Credit Card Last 4 Digits	4	Character	No	If you are using Worldpay for credit card processing, enter the last four digits of the credit card associated with the customer's primary bill-to address.
IS	253	Use Best Price	7	Character	No	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. If this field is blank, it defaults to Default.
IT	254	VAT Group Code	20	Character	No	Enter a VAT group code for the customer. For information on setting up VAT groups, see VAT Group Maintenance.
IU	255	Primary Ship-To Address VAT Group Code	20	Character	No	Enter a VAT group code for the customer's primary ship-to address. For information on setting up VAT groups, see VAT Group Maintenance.
IV	256	Ignore Future Allocations	3	Yes/No	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.
IW	257	Freight Cap Percentage	6	>>9.99	No	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.
IX	258	Automatically Create Drop-Ship Purchase Orders	3	Yes/No	No	Enter Yes to automatically create drop-ship purchase orders for the customer.
IY	259	Automatically Create Shipments and Containers	3	Yes/No	No	Enter Yes to automatically create shipments and containers for the customer's drop-ship purchase orders
IZ	260	Exempt from Excise Tax	3	Yes/No	No	Enter Yes if the customer is exempt from excise taxes set up for excise tax categories.
JA	261	Import Duplicate Purchase Order Number	3	Yes/No	No	Enter Yes to allow duplicate purchase order numbers when importing orders for the customer in Order Import or EDI Order Import.
JB	262	Allow Companion Products	3	Yes/No	No	Enter No to prevent the customer from receiving companion products. If this field is blank, it defaults to Yes. For information on setting up companion products, see Companion Product Maintenance.
JC	263	Primary Ship-To Excise ID	30	Character	No	Enter the excise tax ID for the customer's primary ship-to address if the address is a tax warehouse.
JD	264	No Delivery Days	49	Character	No	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
JE	265	Excise Tax Category Companion Product Restrictions		Character	No	Enter valid excise tax categories for which the customer is not allowed to receive companion products. Separate each excise tax category with the following delimiter character: \| EXAMPLE Wine\|Spirits If this field is blank, the customer can receive companion products for all excise tax categories.
JF	266	Shipping Options Group	20	Character	No	Enter a customer shipping options group for the customer. For information on setting up customer shipping options groups, see Customer Shipping Options Group Maintenance.
JG	267	Print Pack List	3	Yes/No	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. If this field is blank, it defaults to Yes.
JH	268	Freight Collection	20	Character	No	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.
JI	269	Default Required Date	12	Character	No	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. If this field is blank, it defaults to System Based.
JJ	270	Days From Order Date	4	Integer	No	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. This field is only used if you enter Yes for the Default Required Date field (position 269). 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.
JK	271	Required Date Days	3	Integer	No	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.
JL	272	Consent Provided	3	Yes/No	No	Enter Yes if the data subjects have provided consents to use their personal data.
JM	273	Consent Attached	3	Yes/No	No	Enter Yes if the data subjects' consents to use their personal data are attached using the standard attachment function in Customer Maintenance.
JN	274	Consent Date	10	99/99/9999	No	Enter the date on which the data subjects, that is, the customers, provided the consents to use their personal data.
JO	275	Primary Ship-To Consent Provided	3	Yes/No	No	Enter Yes if the data subjects have provided consents to use their personal data.
JP	276	Primary Ship-To Consent Attached	3	Yes/No	No	Enter Yes if the data subjects' consents to use their personal data are attached using the standard attachment function in Customer Maintenance.
JQ	277	Primary Ship-To Consent Date	10	99/99/9999	No	Enter the date on which the data subjects, that is, the customers, provided the consent to use their personal data.
JR	278	Primary Bill-To Consent Provided	3	Yes/No	No	Enter Yes if the data subjects have provided consents to use their personal data.
JS	279	Primary Bill-To Consent Attached	3	Yes/No	No	Enter Yes if the data subjects' consents to use their personal data are attached using the standard attachment function in Customer Maintenance.
JT	280	Primary Bill-To Consent Date	10	99/99/9999	No	Enter the date on which the data subjects, that is, the customers, provided the consents to use their personal data.
JU	281	Do Not Send EDI Invoice	3	Yes/No	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.
JV	282	Do Not Send EDI Order Acknowledgment	3	Yes/No	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.
JW	283	Do Not Send EDI Order Status	3	Yes/No	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.
JX	284	Bypass Pack List Required Fields Checking	23	Character	No	Enter one of the following: 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. If this field is left blank, it defaults to Trading Partner Default.
JY	285	Primary Ship-To Entity Use Code	25	Character	If AvaTax is used, and the value for the Primary Ship-To Tax Exempt field is Yes, then one of the following fields becomes a required field: Primary Ship-To State/Province Tax Exempt Number Primary Ship-To Entity Use Code If AvaTax is not used, this field is not required.	If AvaTax is used and the primary ship-to address is exempt from tax for all products shipped to it, then enter either the primary ship-to state/province exempt number or the customer's ship-to entity use code. If AvaTax is not used, leave this field blank.

Port Selection Rule Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Customer Code	12	Character	Yes	Enter a valid customer code for the port selection rule.
B	2	Record Type	4	Character	Yes	Enter Port to indicate the record is a port selection rule record.
C	3	To Port	15	Character	Yes	Enter a valid destination port for the customer's automatically created shipments and containers. For information on setting up ports, see Port Maintenance.
D	4	Start Date	10	99/99/9999	No	Enter the first date in a range of scheduled delivery dates for which to use the entered port for automatically created shipments and containers.
E	5	End Date	10	99/99/9999	No	Enter the last date in a range of scheduled delivery dates for which to use the entered port for automatically created shipments and containers.
F	6	Ignore Year	3	Yes/No	No	Enter Yes to set up the destination port for the date and month range entered for the Start Date and End Date fields for every year. Example You enter 1/1/2020 for the Start Date field and 1/31/2020 for the End Date field. You enter Yes for this field, and the port is used for automatic shipments and containers during January for 2020, 2021, 2022, etc.
G	7	Sales Location Prefix	3	Character	No	Enter a sales location prefix if you only want to use the entered port for automatically created shipments and containers for sales orders from a specific sales location.

Prerequisites

Before using this import, the following must be set up:

Countries. For information on countries, see Country Maintenance.
Postal Codes, only if being validated. For information on postal codes, see Postal Code Maintenance.
Cities, only if postal codes are being validated
Counties, only if postal codes are being validated
States/Provinces. For information on states and provinces, see State and Province Maintenance.
Sales Representatives. For information on sales representatives, see Sales Representative Maintenance.
Shipping and Sales Locations. For information on shipping and sales locations, see Location Maintenance.
Customer Divisions. For information on customer divisions, see Customer Division Maintenance.
Customer Groups. For information on customer groups, see Customer Group Maintenance.
Sales Territories. For information on sales territories, see Sales Territory Maintenance.
Shippers. For information on shippers, see Shipper Maintenance.
Price Books. For information on price books, see Price Book Maintenance.
Commission Books. For information on commission books, see Commission Book Maintenance.
Marketing Representatives. For information on marketing representatives, see Marketing Representative Maintenance.
Market Segment User-Defined Fields, only if validated. For information on market segment user-defined fields, see User Defined Fields Maintenance.
Order Classes. For information on order classes, see Order Class Maintenance
F.O.B Codes. For information on F.O.B. codes, see Freight On Board Maintenance.
Customer Pick Groups. For information on customer pick groups, see Customer Pick Group Maintenance.
EDI Distribution Centers, if importing data for EDI customers. For information on EDI distribution centers, see EDI Distribution Center Maintenance.
Remit-To Addresses. For information on remit-to addresses, see Payment Remit To Address Maintenance.
Suppliers, if customers are suppliers also. For information on suppliers, see Supplier Maintenance.
Currencies. For information on currencies, see Currency Maintenance.
General Ledger Accounts for Accounts Receivable, Cash Discount, and Accounts Receivable Clearing. For information on general ledger accounts, see Account Maintenance.
Chargeback Teams. For information on chargeback teams, see Chargeback Team Maintenance.
Chargeback Groups. For information on chargeback groups, see Customer Payment Rule Maintenance.
Chargeback Divisions. For information on chargeback divisions, see Customer Payment Rule Maintenance.
Collection Teams. For information on collection teams, see Collection Team Maintenance.
Collection Groups. For information on collection groups, see Customer Collection Rule Maintenance.
Collection Divisions. For information on collection divisions, see Customer Collection Rule Maintenance.
Credit Teams. For information on credit teams, see Credit Team Maintenance.
Credit Groups. For information on credit groups, see Customer Credit Rule Maintenance.
Credit Divisions. For information on credit divisions, see Customer Credit Rule Maintenance.
Collection Statement Groups. For information on collection statements, see Collection Statement Group Maintenance.
Collection Letter Groups. For information on collection letter groups, see Collection Letter Group Maintenance.
Finance Charge Groups. For information on finance charge groups, see Finance Charge Group Maintenance.
Sales Tax Jurisdictions. For information on sales tax jurisdictions, see Sales Tax Jurisdiction Maintenance.
Delivery Routes, if fleet delivery is needed. For information on waves, which you must set up before you can set up routes, see Fleet Delivery Wave Maintenance. For information on delivery routes, see Fleet Delivery Route Maintenance.
Credit Card Payment Terms, if credit cards are needed. For information on credit card payment terms, see Payment Terms Maintenance.
Customer Forecast Groups. For information on customer forecast groups, see Customer Forecast Group Maintenance.
Companion Books. For information on companion books, see Companion Book Maintenance.
EDI Trade ID's. For information on EDI trade ID's, see EDI Trading Partner Maintenance.

Import Format Notes

For logical Yes/No fields, if Yes is not entered, the fields default to No.
All amounts are in the default general ledger currency.
There must be a record of blank space(s) at the end of an import file.
If all the primary ship-to address fields are left blank, the primary ship-to address is imported from the customer's address.
If all the primary bill-to address fields are left blank and the Use Billing Customer Code Address Information field is blank or No, the primary bill-to address is imported from the customer's address.

Field Override Conditions

If the customer being imported has a billing customer other than itself, then the following fields are updated from the billing customer’s information:

Credit Customer Code
Paying Customer Code
Payment/Chargeback Team
Payment/Chargeback Group
Payment/Chargeback Division
Payment/Chargeback Default Grouping
Collection Team
Collection Group
Collection Division
Collection Default Grouping
Credit Team
Credit Group
Credit Division
Credit Default Grouping

When this occurs, the following warning message appears: Warning: Billing Customer XXX AR settings will override import settings.

If the customer you are importing has a credit customer other than itself, then the following fields are updated from the credit customer’s information:

Credit Team
Credit Group
Credit Division
Credit Default Grouping

When this occurs, the following warning message appears: Warning: Credit Customer XXX AR settings will override import settings.