Customer Master File
Import File: SVCU0001.CSV (Comma) or SVCU0001.TXT (Tab)
Warehouse File: SV_Customer_IMP_WHSE
Destination Files: RM_Customer_MSTR (RM00101), SV_Customer_MSTR (SV00100)
Quicksearch File: SV_Customer_Quicksearch (SV00054)
*Indicates validated fields, and must contain data.
**Indicates validated fields, but can be left empty.
- 'Address Code' (8,H) and 'Primary Billto Address Code' (19,S) should have the same value.
- Your option for the 'PO Required' (47,AU) checkbox is populated when the Location Master file is imported.
| Tab Position (.txt file) | Excel Column (.csv file) | Field Name | Storage Type | Keyable | Storage |
|---|---|---|---|---|---|
1 | A | *Customer Number | String | 15 | 16 |
2 | B | Customer Name | String | 64 | 68 |
3 | C | Customer Class | String | 15 | 16 |
4 | D | Corporate Customer Number | String | 15 | 16 |
5 | E | Contact Person | String | 30 | 32 |
6 | F | Statement Name | String | 64 | 66 |
7 | G | Short Name | String | 15 | 16 |
8 | H | *Address Code | String | 15 | 16 |
9 | I | Tax Schedule ID | String | 15 | 16 |
10 | J | Address 1 | String | 30 | 32 |
11 | K | Address 2 | String | 30 | 32 |
12 | L | Country | String | 20 | 22 |
13 | M | City | String | 30 | 32 |
14 | N | State | String | 4 | 30 |
15 | O | Zip | String | 10 | 12 |
16 | P | Phone 1 | String | 14 | 22 |
17 | Q | Phone 2 | String | 14 | 22 |
18 | R | Fax | String | 14 | 22 |
19 | S | *Primary Billto Address Code | String | 15 | 16 |
20 | T | Primary Shipto Address Code | String | 15 | 16 |
21 | U | Statement Address Code | String | 15 | 16 |
22 | V | Salesperson ID | String | 15 | 16 |
23 | W | Checkbook ID | String | 15 | 16 |
24 | X | Payment Terms ID | String | 20 | 22 |
25 | Y | Credit Limit Type | Radio Group | 1 | 1 |
26 | Z | Credit Limit Amount | Currency | 17 | 10 |
27 | AA | Credit Limit Period | Drop-Down List | 1 | 1 |
28 | AB | Credit Limit Period Amount | Currency | 17 | 10 |
29 | AC | Currency ID | String | 15 | 16 |
30 | AD | Customer Discount | Integer | 5 | 2 |
31 | AE | Price Level | String | 15 | 16 |
32 | AF | Tax Exempt 1 | String | 25 | 26 |
33 | AG | Tax Exempt 2 | String | 25 | 26 |
34 | AH | Tax Registration Number | String | 25 | 26 |
35 | AI | Balance Type | Radio Group | 1 | 1 |
36 | AJ | Statement Cycle | Drop-Down List | 1 | 1 |
37 | AK | Sales Territory | String | 15 | 16 |
38 | AL | Inactive | Check Box | 1 | 1 |
39 | AM | Hold | Check Box | 1 | 1 |
40 | AN | Note Index | Currency | 14 | 10 |
41 | AO | **Signature Affiliate | String | 15 | 16 |
42 | AP | **SignatureRegion | String | 15 | 16 |
43 | AQ | **SignatureBranch | String | 15 | 16 |
44 | AR | User ID | String | 15 | 16 |
45 | AS | Technician ID | String | 15 | 16 |
46 | AT | Technician Team | String | 15 | 16 |
47 | AU | PO Required | Check Box | 1 | 1 |
48 | AV | Contact Name | String | 15 | 16 |
49 | AW | User Define 1a | String | 30 | 32 |
50 | AX | User Define 2a | String | 30 | 32 |
51 | AY | User Define 3a | String | 30 | 32 |
52 | AZ | User Define 4a | String | 30 | 32 |
53 | BA | User Define 5a | String | 30 | 32 |
54 | BB | User Define 6a | String | 30 | 32 |
55 | BC | Time Zone | String | 3 | 4 |
56 | BD | SV Language ID | Integer | 2 | 2 |
57 | BE | Supervisors ID | String | 15 | 16 |
58 | BF | Hold Transaction ID | Long Integer | 7 | 4 |