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Customers

Customer Header

Note: If you want to include default shipping address code information, first run the import with new customer information, but do not include the CUSTOMER_DEFSHIPADDRCODEID field. Then, run import a second time including the CUSTOMER_DEFSHIPADDRCODEID field. You must do this because the shipping address <billing> is not created until the customer is imported and saved.

The following table defines the field references to be used in the Customers section of the MasterAR.DEF file:

Table: tblARCustomer
Context Section: CONTEXT,CUSTOMER,HEADER,HCUST
Field ID	Req'd	Field Length	Default Value	Notes
CUSTOMER_ID	Y	User Defined		Customer ID
CUSTOMER_STATUS	Y	1	A	A (Active), I (Inactive), or D (Discontinued)
CUSTOMER_NAME	Y	User Defined		Customer Name
CUSTOMER_ CURRENCYTYPE	N	3	functional currency	Active or Inactive Currency code.
CUSTOMER_ FORCECURTYPE	N	1	0	Always Receive in Customer's Currency? 0 = No; 1 = Yes
CUSTOMER_ CASHCUSTOMER	N	1	0	Cash Only? 0 = No; 1 = Yes
CUSTOMER_CLASS	N	User Defined		Optional Class Designation
CUSTOMER_TYPE	N	User Defined		Optional Type Designation
CUSTOMER_ADDRESS	N	80		Customer Billing Address. Use "^" to separate address lines.
CUSTOMER_ BILLINGCITY	N	30		Billing Address City
CUSTOMER_ BILLINGSTATE	N	6		Billing Address State or Province
CUSTOMER_BILLINGZIP	N	10		Billing Address Postal Code
CUSTOMER_ BILLINGCOUNTRY	N	35		Billing Address Country
CUSTOMER_ BILLINGPHONE	N	25		Billing Address Phone
CUSTOMER_BILLINGFAX	N	25		Billing Address Fax
CUSTOMER_ BILLINGFIRSTNAME	N	30		Billing Address Contact First Name
CUSTOMER_ BILLINGMIDDLENAME	N	1		Billing Address Contact Middle Initial
CUSTOMER_ BILLINGLASTNAME	N	30		Billing Address Contact Last Name
CUSTOMER_ BILLINGTITLE	N	10		Billing Address Contact Title
CUSTOMER_ BILLINGPOSITION	N	30		Billing Address Contact Job Position
CUSTOMER_ BILLINGEMAIL	N	50		Billing Contact Email Address
CUSTOMER_ CREDITSTOP	Y	2	0	Credit hold? 0 = No; 1 = Yes
CUSTOMER_ CUSTOMERCOMMENT	Y	30		Billing Comments
CUSTOMER_ NETDUEDAYS	N	Integer	30	Days Until Net Amount Due
CUSTOMER_DISCOUNT1	N	8	00.0000%	First Discount. Must be in decimal format, e.g., .05 = 5% or .025 = 2.5%
CUSTOMER_ DAYSAVAILABLE1	N	3	0	First Discount Days Available
CUSTOMER_DISCOUNT2	N	8	00.0000%	Second Discount. Must be in decimal format, e.g., .05 = 5% or .025 = 2.5%
CUSTOMER_ DAYSAVAILABLE2	N	3	0	Second Discount Days Available
CUSTOMER_ DEFREVACCT	N	User Defined		Default GL (Revenue) Account
CUSTOMER_DISTCODE	N	User Defined		Default Distribution Code
CUSTOMER_ DISCACCT	N	5		Discount General Ledger Account
CUSTOMER_WEBSITE	N	50		Customer Website
CUSTOMER_ RESALETAXID	N	11		Customer Resale Tax ID
CUSTOMER_NOTES	N			Notes
CUSTOMER_ SERVICESAMEAS	N	Integer	Billing	None = 0; Billing = 1
CUSTOMER_ SERVICEADDRESS	N	80		Service Address. Use "^" to separate address lines.
CUSTOMER_ SERVICECITY	N	30		Service Address City
CUSTOMER_ SERVICESTATE	N	6		Service Address State or Province
CUSTOMER_SERVICEZIP	N	10		Service Address Postal Code
CUSTOMER_ SERVICECOUNTRY	N	35		Service Address Country
CUSTOMER_ SERVICEPHONE	N	25		Service Address Phone
CUSTOMER_ SERVICEFAX	N	25		Service Address Fax
CUSTOMER_ SERVICEFIRSTNAME	N	30		Service Address Contact First Name
CUSTOMER_ SERVICEMIDDLENAME	N	1		Service Address Contact Middle Initial
CUSTOMER_ SERVICELASTNAME	N	30		Service Address Contact Last Name
CUSTOMER_ SERVICETITLE	N	10		Service Address Contact Title
CUSTOMER_ SERVICEPOSITION	N	30		Service Address Contact Job Position
CUSTOMER_ SERVICEEMAIL	N	50		Service Contact Email Address
CUSTOMER_ TAXABLE	N	1	0	Taxable? 0 = No; 1 = Yes
CUSTOMER_ FINCHARGES	N	1	0	Apply Finance Charges? 0 = No; 1 = Yes
CUSTOMER_ DEFSHIPADDRCODEID	N	15		Default Shipping Address. Required if a Taxable Customer.
CUSTOMER_PAPER	N	1	1	Print Paper Invoice? 0 = No; 1 = Yes
CUSTOMER_EMAIL	N	1	0	Email Invoice? 0 = No; 1 = Yes
CUSTOMER_EMAILADDR	Y*	2000	0	Invoice Email Address. *Required if CUSTOMER_EMAIL is Yes. Must be in email format.
CUSTOMER_EMAILTEMPLATE	Y	50	<Default>	Invoice Process Template. Required if CUSTOMER_EMAIL is Yes; otherwise <Default> displays.
CUSTOMER_STMTEMAIL	N	1	0	Email Statement? 0 = No; 1 = Yes
CUSTOMER_STMTPAPER	N	1	1	Print Paper Statement? 0 = No; 1 = Yes
CUSTOMER_STMTEMAILADDR	Y*	2000	0	Statement Email Address. *Required if CUSTOMER_STMTEMAIL is Yes. Must be in email format.
CUSTOMER_STMTEMAILTEMPLATE	Y	50	<Default>	Statement Process Template. Required if CUSTOMER_STMTEMAIL is Yes; otherwise <Default> displays.

Customer Ship Address Header

Table: tblARCustomerShipAddress
Context Section: CONTEXT,CUSTOMERSHIPADDR,HEADER,HCUSTSHIPADDR
Field ID	Req'd	Field Length	Default Value	Notes
CUSTOMER_ SHIPCUSTID	Y	User Defined		Shipping Address Customer ID
CUSTOMER_ SHIPADDRESS_ID	N	User Defined		Shipping Address Code
CUSTOMER_ SHIPADDRESS	N	80		Shipping Address. Use "^" to separate address lines.
CUSTOMER_ SHIPCITY	N	30		Shipping City
CUSTOMER_ SHIPSTATE	N	6		Shipping State or Province
CUSTOMER_ SHIPZIP	N	10		Shipping Postal Code
CUSTOMER_ SHIPCOUNTRY	N	35		Shipping Address Country
CUSTOMER_ SHIPTITLE	N	10		Shipping Address Contact Title
CUSTOMER_ SHIPFIRSTNAME	N	30		Shipping Address Contact First Name
CUSTOMER_ SHIPMIDDLE_INITIAL	N	1		Shipping Address Contact Middle Initial
CUSTOMER_ SHIPLAST_NAME	N	30		Shipping Address Contact Last Name
CUSTOMER_ SHIPPOSITION	N	30		Shipping Address Contact Job Position
CUSTOMER_ SHIPPHONE	N	30		Shipping Address Phone
CUSTOMER_ SHIPEMAIL	N	50		Shipping Address Contact Email Address
CUSTOMER_ SHIPFAX	N	30		Shipping Address Fax
CUSTOMER_ SHIPTAX_CODE	Y	15		Shipping Sales Tax Code