AR Customers
AR Customers - Sample Text File
Column Name | Type | Importable | Default Available | Length & Scale | Required | Comments |
---|---|---|---|---|---|---|
CustGroup |
bGroup |
Yes |
Y |
1-255 |
Yes |
|
Customer |
bCustomer |
Yes |
N |
integer |
Yes |
|
Name |
varchar |
Yes |
N |
30 |
Yes |
|
SortName |
bSortName |
Yes |
N |
15 |
Yes |
|
TempYN |
bYN |
Yes |
Y |
1 |
Yes |
|
Phone |
bPhone |
Yes |
N |
20 |
No |
|
Fax |
bPhone |
Yes |
N |
20 |
No |
|
|
varchar |
Yes |
N |
60 |
No |
|
URL |
varchar |
Yes |
N |
60 |
No |
|
Contact |
varchar |
Yes |
N |
30 |
No |
|
ContactExt |
varchar |
Yes |
N |
10 |
No |
|
Address |
varchar |
Yes |
N |
60 |
No |
|
City |
varchar |
Yes |
N |
30 |
No |
|
State |
bState |
Yes |
N |
2 |
No |
|
Zip |
bZip |
Yes |
N |
12 |
No |
|
Country |
Char |
Yes |
N |
2 |
No |
|
Address2 |
varchar |
Yes |
N |
60 |
No |
|
BillAddress |
varchar |
Yes |
N |
60 |
No |
|
BillCity |
varchar |
Yes |
N |
30 |
No |
|
BillState |
bState |
Yes |
N |
2 |
No |
|
BillZip |
bZip |
Yes |
N |
12 |
No |
|
BillAddress2 |
varchar |
Yes |
N |
60 |
No |
|
Status |
char |
Yes |
Y |
1 |
Yes |
|
RecType |
tinyint |
Yes |
Y |
1-255 |
No |
|
PayTerms |
bPayTerms |
Yes |
N |
10 |
No |
|
TaxGroup |
bGroup |
Yes |
Y |
tinyint |
No |
|
TaxCode |
bTaxCode |
Yes |
N |
10 |
No |
|
CreditLimit |
bDollar |
Yes |
Y |
numeric |
Yes |
|
SelPurge |
bYN |
Yes |
Y |
1 |
Yes |
|
StmntPrint |
bYN |
Yes |
Y |
1 |
Yes |
|
StmtType |
char |
Yes |
Y |
1 |
Yes |
|
FCType |
char |
Yes |
Y |
1 |
Yes |
|
FCPct |
bPct |
Yes |
Y |
numeric |
Yes |
|
MarkupDiscPct |
bRate |
Yes |
Y |
numeric |
Yes |
|
DateOpened |
bDate |
Yes |
Y |
|
No |
|
MiscDistCode |
char |
Yes |
N |
10 |
No |
|
Notes |
bNotes |
Yes |
N |
text |
No |
|
PriceTemplate |
smallint |
Yes |
N |
smallint |
No |
|
DiscTemplate |
smallint |
Yes |
N |
smallint |
No |
|
HaulTaxOpt |
tinyint |
Yes |
Y |
tinyint |
Yes |
|
InvLvl |
tinyint |
Yes |
Y |
tinyint |
Yes |
|
BillFreq |
bFreq |
Yes |
N |
10 |
No |
|
MiscOnInv |
bYN |
Yes |
Y |
1 |
Yes |
|
MiscOnPay |
bYN |
Yes |
Y |
1 |
Yes |
|
PrintLvl |
tinyint |
Yes |
Y |
tinyint |
Yes |
|
SubtotalLvl |
tinyint |
Yes |
Y |
tinyint |
Yes |
|
SepHaul |
bYN |
Yes |
Y |
1 |
Yes |
|
ExclContFromFC |
bYN |
Yes |
Y |
1 |
Yes |
|
UniqueAttchID |
uniqueidentifier |
No |
N |
|
No |
|
Table Guidelines
The definition of each of the table’s columns is outlined below.
-
Column Name – The name of the column/field in the database table.
-
Type – The column’s SQL data type. Types starting with a “b” are Viewpoint defined data types.
-
Importable – The field is available for import.
-
Default Available – Indicated if a programmatic default value is available for this field. Defaults use the same logic as a posting program to determine a value.
-
Length and Scale – Indicates the format of the field.
-
Required – Indicates if the data is required.
A hard coded default value can be specified in IM Template; when importing files this value overwrites the imported value.
Note:Use the Template Detail tab in the IM Template form to add any additional fields for importing.