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wsiCustomerMaintenance

Description:
Imports customer data specific to Signature and validates the data substantially like the Signature Customer Maintenance window. Other data fields in this window specific to GP may be imported using eConnect.

Element NameData TypeLengthRequiredDefaultDescription

@I_vCustomerNumber

char

15

No

Yes

Customer Number is checked to determine if this is a create or an update. If the field is null or empty the next auto-generated Customer Number from Service Setup - Service Options - Auto Generate Numbers Setup is used. If the Auto Generate numbers in Service are not setup and the field is empty or null the record is rejected. Also convert to upper

x

SV00100SV00200eC -RM00101sv00015 - Branch MSTRSV00199 - Auto Number MSTR

@I_vCustomerName

char

65

Yes

 

Not required on updates.

x

eC

@I_vCustomerClassID

char

15

No

 

Null orExisting Class ID in RM00201This will pull all the information from the classID into this customer's data.

 

eCRM00201.CLASSID

@I_vService Branch

char

15

Yes

 

Existing Branch in sv00015. Only required if 'Use Global Record Identification Records' is marked on in Service.Not required on updates

x

SV00100sv00196.Record= 1check sv00196.Service_Option_Box_5 ("Use Global Record Identification Filters")sv00015.Branch_Name- (Branch Master table) is unique or use the combination of Wennsoft_Affiliate,Wennsoft_Region, Wennsoft_Branch (these three make the Primary Key)

@I_vAddressCode

char

15

Yes

 

Converted to upper case.Not required if update.Created or updated in RM00102

x

RM00102RM00101

@I_vLocationName

char

?

Yes

 

Not required on updates.

x

 

@I_vAddress1

char

61

No

 

 

x

 

@I_vAddress2

char

61

No

 

 

x

 

@I_vAddress3

char

61

No

 

 

x

 

@I_vCountry

char

61

No

 

 

x

 

@I_vCity

char

35

No

 

 

x

 

@I_vState

char

29

No

 

 

x

 

@I_vZip

char

11

No

 

 

x

 

@I_vPhone1

char

21

No

Yes

Defaults to zero.Is right padded to fill with zerosNot formatted (i.e. 262-821-4100 Ext: 3619 would be 26282141003619)

x

 

@I_vPhone2

char

21

No

Yes

Defaults to zero.Is right padded to fill with zerosNot formatted (i.e. 262-821-4100 Ext: 3619 would be 26282141003619)

x

 

@I_vPhone3

char

21

No

Yes

Defaults to zero.Is right padded to fill with zerosNot formatted (i.e. 262-821-4100 Ext: 3619 would be 26282141003619)

x

 

@I_vFax

char

21

No

 

Defaults to zero.Not formatted.

x

 

@I_vUserID

char

15

N

 

If empty or null a truncated SQL Server login is used

x

SV00100

@I_vTechnicianID

char

15

N

 

Technician ID in SV_Lookup_Technician_MSTR

x

SV00100SV00115.Technician (this table maps a technician to either:UPR00100.EMPLOYID orPM00200.VENDORID)

@I_vTechnicianTeam

char

15

N

 

Typically empty.

x

SV00100

@I_vCorporateCustomerNumber

char

15

No

 

Only available if 'Use Corporate Customer ID' option is marked in Service Setup - Service Options.Converted to upper case.

x

RM00101.CUSTNMBRwhere sv00196_Service_Option_Box_4 =1 and Record=1

@I_vPORequired

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vContactPerson

char

61

No

 

 

x

 

@I_vContactName

char

15

N

 

 

x

SV00100

@I_vContactPerson2

char

15

No

 

Only available if the option 'Show Location Contact Fields' is marked in Service Setup.Don't validate ?

x

SV00200

@I_vSalespersonID

char

15

N

 

Existing SalespersonID in RM00301

x

RM00301.SLSPRSNID

@I_vLaborRateGroup

char

15

Yes

 

Existing Labor Rate Group in SV000122 or SV000123 (if "Use Overhead Amounts From Job Cost" Service_Option_Box_35 is marked in sv00196 SV_Setup2_MSTR).Convert to uppercaseNot required on update

x

SV00200if sv00196.Record = 1 and sv00196.Service_Option_Box_35 = 0 then check SV000122.Labor_Group_Nameif sv00196.Record = 1 and sv00196.Service_Option_Box_35 = 1 then check SV000123.Labor_Group_Name

@I_vPriceMatrix

char

15

Yes

 

Existing PriceMatrix in SV00143Convert to uppercaseNot required on update

x

SV00200SV00143.Pricing_Matrix_Name

@I_vCustomerType

char

31

N

 

 

x

SV00100

@I_vCustomerSource

char

31

N

 

 

x

SV00100

@I_vBlanketPOCheckbox

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vBlanketPONumber

char

17

N

 

Not validated.

x

SV00100

@I_vOriginalBlanketPOAmount

numeric

19,5

N

 

>= 0. Not available on updates. Typically zero.

x

SV00100

@I_vBlanketPOAmountSpent

numeric

19,5

N

 

>= 0. Not available on updates. Typically zero.

x

SV00100

@I_vBlanketPOAmountRemainin

numeric

19,5

N

 

> = 0. Not available on updates. Typically zero.

x

SV00100

@I_vBlanketPOExpirationDate

datetime

 

N

 

valid dex date

x

SV00100

@I_vUserDefine1a

char

31

N

 

 

x

SV00100

@I_vUserDefine2a

char

31

N

 

 

x

SV00100

@I_vUserDefine3a

char

31

N

 

 

x

SV00100

@I_vUserDefine4a

char

31

N

 

 

x

SV00100

@I_vUserDefine5a

char

31

N

 

 

x

SV00100

@I_vUserDefine6a

char

31

N

 

 

x

SV00100

@I_vServiceUserDefine1

char

21

N

 

 

x

SV00100

@I_vServiceUserDefine2

char

21

N

 

 

x

SV00100

@I_vServiceUserDefine3

char

31

N

 

 

x

SV00100

@I_vServiceUserDefine4

char

31

N

 

 

x

SV00100

@I_vServiceUserDefine5

int

10

N

 

 

x

SV00100

@I_vServiceUserDefine6

int

10

N

 

 

x

SV00100

@I_vServiceUserDefine7

int

10

N

 

 

x

SV00100

@I_vServiceUserDefine8

int

10

N

 

 

x

SV00100

@I_vServiceUserDefine9

datetime

 

N

 

valid dex date

x

SV00100

@I_vServiceUserDefine10

datetime

 

N

 

valid dex date

x

SV00100

@I_vServiceUserDefine11

datetime

 

N

 

valid dex date

x

SV00100

@I_vServiceUserDefine12

datetime

 

N

 

valid dex date

x

SV00100

@I_vServiceUserDefine18

tinyint

3

N

 

bool

x

SV00100

@I_vServiceUserDefine19

tinyint

3

N

 

bool

x

SV00100

@I_vServiceUserDefine20

tinyint

3

N

 

bool

x

SV00100

@I_vServiceUserDefine21

tinyint

3

N

 

bool

x

SV00100

@I_vServiceUserDefine22

numeric

19,5

N

 

 

x

SV00100

@I_vServiceUserDefine23

numeric

19,5

N

 

 

x

SV00100

@I_vServiceUserDefine24

numeric

19,5

N

 

 

x

SV00100

@I_vServiceUserDefine25

numeric

19,5

N

 

 

x

SV00100

@I_vTimeZone

char

3

No

 

Defaults to zeroOnly available if 'Enable Time Zone Views' is marked in Service Setup - Service Options.NOT USED- Don't Validate

x

SV00100sv000196.Service_Option_Box_49

@I_vTimeZoneTag

char

5

N

 

Existing time zone tag in SV00045

x

SV00100SV00045.Time_Zone_Tag

@I_vSVLanguageID

smallint

5

N

 

Defaults to zero.

x

SV00100

@I_vSupervisorsID

char

15

N

 

Existing EmpID??? Payroll Supervisor Master is UPR41700.

x

SV00100UPR41700.SUPERVISORCODE_I

@I_vHoldTransactionID

int

10

N

 

 

x

SV00100

@I_vWSReservedCB1

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB2

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB3

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB4

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB5

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB6

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB7

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB8

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB9

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedCB10

tinyint

3

N

 

Bool. Defaults to zero.

x

SV00100

@I_vWSReservedSTR1

char

11

N

 

 

x

SV00100

@I_vWSReservedSTR2

char

11

N

 

 

x

SV00100

@I_vUpdateIfExists tinyint = 0,

tinyint

3

No

Yes

Defaults to true.

x

 

@I_vWennSoftTablesOnly tinyint = 0,

tinyint

3

No

Yes

Defaults to false.

x

 

@I_vOnlyValidate tinyint = 0,

tinyint

3

No

Yes

Defaults to false

x

 

@I_vUSRDEFND1 char(50)='',

char

50

No

 

 

x

 

@I_vUSRDEFND2 char(50)='',

char

50

No

 

 

x

 

@I_vUSRDEFND3 char(50)='',

char

50

No

 

 

x

 

@I_vUSRDEFND4 varchar(8000)='',

varchar

8000

No

 

 

x

 

@I_vUSRDEFND5 varchar(8000)='',

varchar

8000

No

 

 

x

 

@I_vReturnErrorText tinyint = 0,

tinyint

3

No

Yes

Defaults to false

x

 

@O_iErrorState int=0 OUTPUT,

int

10

Yes

 

 

x

 

@oErrString varchar(255) = '' OUTPUT

varchar

255

Yes

 

 

x

 

 

 

 

 

 

 

 

 

Other fields set automatically

 

 

 

 

 

 

 

WennsoftAffiliate

char

15

N

 

 

calc

SV00100

WennsoftRegion

char

15

N

 

 

calc

SV00100

Other fields not included but listed for reference

 

 

 

 

 

 

 

CustomerClass

char

15

No

 

 

 

 

ParentCustomerID

?

?

No

 

Existing Customer ID in RM00101

 

 

StatementName

char

65

No

 

If empty default with Name

 

 

ShortName

char

15

No

 

If null then the Customer Name is used.

 

 

UPSZone

char

3

No

 

 

 

 

ShippingMethod

char

15

No

 

Existing Shipping Method in xxx

 

 

TaxScheduleID

char

15

No

 

Existing Tax Schedule ID in xxx

 

 

PrimaryBilltoAddressCode

char

15

No

 

Existing Address Code in RM00102

 

 

PrimaryShiptoAddressCode

char

15

No

 

Existing Address Code in RM00102

 

 

StatementAddressCode

char

15

No

 

Existing Address Code in RM00102

 

 

CheckbookID

char

15

No

 

Existing Checkbook ID in xxx

 

 

PaymentTermsID

char

21

No

 

Existing Payment Terms in xxx

 

 

CreditLimitType

smallint

5

No

 

Existing CreditLimitType

 

 

CreditLimitAmount

numeric

19,5

No

 

Positive amt., dependent on type

 

 

CreditLimitPeriod

smallint

5

No

 

valid period

 

 

CreditLimitPeriodAmount

numeric

19,5

No

 

Positive amt.

 

 

CurrencyID

char

15

No

 

set to func currID

calc

 

RateTypeID

char

15

No

 

set to empty (none)

calc

 

ServiceArea

?

?

No

 

Existing Service Area in xxx

SV00220.Service_Area

 

PrimaryTech

?

?

No

 

Existing TechnicianID in SV00115

SV00115.Technician

 

SecondaryTech

?

?

No

 

Existing TechnicianID in SV00115

SV00115.Technician

 

CustomerDiscount

smallint

5

No

 

Min 0, max 10000 (where 10000 is 100.00%)

 

 

PriceLevel

char

11

No

 

Existing Price Level in xxx

 

 

MinimumPaymentType

smallint

5

No

 

Existing MinimumPaymentType

 

 

MinimumPaymentDollar

numeric

19,5

No

 

Positive amt. , dependent on type

 

 

MinimumPaymentPercent

smallint

5

No

 

Min 0, max 10000 (where 10000 is 100.00%)

 

 

FinanceChargeAmtType

smallint

5

No

 

Valid Type

 

 

FinanceChargePercent

smallint

5

No

 

Min 0, max 10000 (where 10000 is 100.00%)

 

 

FinanceChargeDollar

numeric

19,5

No

 

Positive amt., dependent on type

 

 

MaximumWriteoffType

smallint

5

No

 

Valid Type

 

 

MaxWriteoffAmount

numeric

19,5

No

 

Positive amt., dependent on type

 

 

Division

?

?

No

 

Existing service Division in xxx

 

 

ServiceCallPriority

char

1

No

 

 

 

 

Comment1

char

31

No

 

 

 

 

Comment2

char

31

No

 

 

 

 

UserDefined1

char

21

No

 

 

 

 

UserDefined2

char

21

No

 

 

 

 

TaxExempt1

char

25

No

 

 

 

 

TaxExempt2

char

25

No

 

 

 

 

TaxRegistrationNumber

char

25

No

 

 

 

 

BalanceType

smallint

5

No

 

Valid Type

 

 

StatementCycle

smallint

5

No

 

Valid Statement Cycle

 

 

BankName

char

31

No

 

 

 

 

BankBranch

char

21

No

 

 

 

 

SalesTerritory

char

15

No

 

Existing TerritoryID in xxx

 

 

DefaultCashAccountType

smallint

5

No

 

Valid account type

 

 

RMCashAccountIndex

int

10

No

 

Existing posting account index

 

 

RMARAccountIndex

int

10

No

 

Existing posting account index

 

 

RMSalesAccountIndex

int

10

No

 

Existing posting account index

 

 

RMIVAccountIndex

int

10

No

 

Existing posting account index

 

 

RMCostOfSalesAccountIndex

int

10

No

 

Existing posting account index

 

 

RMDiscountsTakenAccountIndex

int

10

No

 

Existing posting account index

 

 

RMDiscountsAvailAccountIndex

int

10

No

 

Existing posting account index

 

 

RMFinanceChargeAccountIndex

int

10

No

 

Existing posting account index

 

 

RMWriteoffAccountIndex

int

10

No

 

Existing posting account index

 

 

RMSalesOrderReturnsAccountIndex

int

10

No

 

Existing posting account index

 

 

FirstInvoiceDate

datetime

 

No

 

Valid dex date, Ignore time

 

 

Inactive

tinyint

3

No

 

bool

 

 

Hold

tinyint

3

No

 

bool

 

 

CreditCardID

char

15

No

 

Existing CCID from xxx

 

 

CreditCardNumber

char

21

No

 

 

 

 

CreditCardExpDate

datetime

 

No

 

Valid dex date, Ignore time

 

 

KeepDistributionHistory

tinyint

3

No

 

bool

 

 

KeepCalendarHistory

tinyint

3

No

 

bool

 

 

KeepPeriodHistory

tinyint

3

No

 

bool

 

 

KeepTrxHistory

tinyint

3

No

 

bool

 

 

NoteIndex

numeric

19,5

No

 

Unvalidated

 

 

CreatedDate

datetime

 

No

 

Valid dex date, if empty current date will be used

 

 

RevalueCustomer

tinyint

3

No

 

bool

 

 

PostResultsTo

smallint

5

No

 

valid option

 

 

FinanceChargeID

char

15

No

 

 

 

 

GovernmentalCorporateID

char

31

No

 

 

 

 

GovernmentalIndividualID

char

31

No

 

 

 

 

DiscountGracePeriod

smallint

5

No

 

Defaults to zero.

 

 

DueDateGracePeriod

smallint

5

No

 

Defaults to zero.

 

 

DocumentFormatID

char

15

No

 

 

 

 

SendEmailStatements

tinyint

3

No

 

bool

 

 

UserLanguageID

smallint

5

No

 

set to (none)

 

 

GPSFOIntegrationID

char

31

No

 

 

 

 

IntegrationSource

smallint

5

No

 

 

 

 

IntegrationID

char

31

No

 

 

 

 

OrderFulfillmentShortageDefault

smallint

5

No

 

 

 

 

CustomerPriority

smallint

5

No

 

Defaults to 1 (None)

 

 

CountryCode

char

7

No

 

Existing Country Code in xxx

 

 

DeclarantID

char

15

No

 

 

 

 

RMOverpaymentWriteoffAccountIndex

int

10

No

 

 

 

 

ShipCompleteDocument

tinyint

3

No

 

Defaults to zero (no).

 

 

CashBasedVAT

tinyint

3

No

 

 

 

 

IncludeinDemandPlanning

tinyint

3

No

 

 

 

 

ServiceLevelID

int

10

No

 

Existing Service Level ID in xxx

 

 

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