Load Customer archive (CUS) - INP/58042
Possible fields to be loaded into RamBase are listed in the Field-column in the following table. The other columns in this table provide additional information about each field.
Field | Required | Length | Example | Description |
NAME | Y* | Doe | Company name, or a person's surname. *Required, if EXTID is not provided. | |
EXTID | Y* | External customer reference/identifier. *Required if NAME is not provided. | ||
POCODE | Y | 5578 | Postal Code. Will be validated against the POC archive in RamBase. Illegal values will be discarded. | |
CITY | Y | NEDRE VATS | City/town/village. | |
CCODE | Y | 2 | NO | Country code is a two-character code identifying a country. The code follows the ISO 3166 standard. Will be validated against the CON archive in RamBase. |
CUR | 3 | NOK, EUR | Currencies this customer buys in. May contain a comma list if several are used. Is validated against a subset of ISO 4217. | |
ST | Y | 1 | 4 | Status of the customer. 1:New, 2:Pending internal approvement, 4:Active, 9:Obsolete. Defaults to 2 if not provided. |
ACCOUNT | 10000 | Customer Id. Unique number created by RamBase. Provide this value if you want to update an existing customer. | ||
FIRSTNAME | John | A person's first name. | ||
ATTN | Jane Doe | Attention. | ||
ADDR1 | Mystery Lane 123 | First address line. | ||
ADDR2 | Post box 9077 | Second address line. | ||
STATE | Y* | CA | * Required if country (CCODE) is Canada or USA. | |
PHONE | +4752763390 | Customer's main phone number. Can not contain any letters or spaces, but + is OK as prefix. Must be four digits or more. | ||
john.doe@msn.com | Customer's main mail address. Will be validated. | |||
FAX | +34915300164 | Customer's main fax number. Can not contain any letters or spaces, but + is OK as prefix. Must be six digits or more. | ||
ENTERPRISE | 924054832 | Legal entity, a unique enterprise/organization number. The format is different from country to country. | ||
VATNO | DK669248438 | Value Added Tax (VAT) registration number. Unique number assigned by the relevant tax authority. This format is different from country to country. | ||
LANGUAGE | 3 | eng | Preferred language. Value is stored as a three character code, according to ISO 639-2 standard. Will be used to produce output to customer in correct language. | |
SHIPBYNO | 100036 | Preferred shipping method for sales orders. Will typically be a carrier's product. Numbers are references to SHP archive. | ||
DELTERM | FCA, Incoterm 2010 | Delivery terms for shipments to customer. Valid options have to be set up by JHC personnel in advance. | ||
DELTERMPLACE | Oslo | The place of delivery at which you are responsible to deliver goods according to the delivery terms. | ||
PAYTERM | NET,10 | Payment terms. Duedate on invoice documents are calculated based on Payterm. Valid options have to be set up by JHC personnel in advance. Valid options: ADVANCE - Payment in advance NET, X - Day(s) net COD - Cash on delivery COP - Cash on pick up EOCM, X - Net x day(s) EOM | ||
PAYBY | Credit card | Method of payment. Valid options have to be set up by JHC personnel in advance. | ||
PRICEAGR | 100-PR | Quantity Price Agreement. E.g 100-PR means that even if an order line is for less quantity than 100 pieces, it will pick of the volume price of 100 pieces from the product (ART). Valid options have to be set up by JHC personnel in advance. | ||
INDEXAGR | 80/1.5 | Exchange fluctuation rate agreement. When an order is issued, RamBase stores the current exchange rate and the currency the part normally is purchased in. The exchange rate might have changed when the invoice is issued. The exchange rate fluctuation agreement specifies how to handle these differences. The agreement has the format AAA/BBB, where AAA is a percentage of the total invoice, and BBB is the exchange rate fluctuation percentage. E.g. 80/3.0 means that if the rate of exchange on the date a customer order is transported to an invoice has changed more than +/- 3% from the rate of exchange, 80% of the invoice amount will be adjusted. | ||
ACCOUNTCL | C | Classification of customers. Valid options have to be set up by JHC personnel in advance. | ||
DISTRICT | South | A geographic district for which an individual sales person or a sales team hold responsibility. Valid options have to be set up by JHC personnel in advance. | ||
SEGMENT | Military | The market segment the customer operates within. Valid options have to be set up by JHC personnel in advance. | ||
SECTOR | Distributor | The sector the customer belongs to. Valid options have to be set up by JHC in advance. | ||
INCLVAT | NO | Specifies how value added tax (VAT) should be calculated. Either always include VAT, always exclude VAT or use standard/default VAT rules. Valid options are: YES = if the customer always should pay VAT NO = if the customer never should pay VAT ‘blank’ = Std VAT rules will be used. | ||
CREDITLIM | 20000 | Maximum limit for customer credit, in currency given by company currency. | ||
CREDITINS | 400000 | Credit amount insured for the customer, in company currency. | ||
INSCOMPANY | AIG | Insurance company used by the customer for credit insurance. | ||
DUEAPPROVE | NO | "YES" if approval before shipping orders are required when outstanding accounts are overdue. | ||
REMINDER | YES | Set to "NO" if dunning letters for outstanding amounts should not be created for the customer. | ||
INTFEE | 25 | Interest rate used when creating interest invoices for invoices that have past duedate. | ||
SHIPDAY | 2 | D3 | Specifies which day orders will be shipped. Valid options are: V1-V5 = E.g V1 means Monday in the week before orders requested/confirmed date. W1-W5 = E.g W2 means Monday in the week the order is requested confirmed. D0-D9 = E.g D2 means two days before the order is requested/confirmed. If no value is provided, this is understood as D0. If the shippingday is based on requested or confirmed date is depending on set up in SHIPONCONF. | |
SHIPONCONF | YES | If set to YES, orders should be shipped to meet the confirmed date rather than requested. Is used in combination with SHIPDAY. If no value is provided, this is understood as NO. | ||
SHIPCOMPLETEITM | YES | Decides whether the whole quantity in an order item always should be shipped together. If set to YES, the order item should never be splitted into several shipments. If no value is provided, this is understood as NO. | ||
SHIPCOMPLETEDOC | YES | Decides whether all items of an order should be shipped together. If set to YES, the items of an order should never be splitted into several shipments. If no value is provided, this is understood as NO. | ||
SHIPCONS | YES | Decides whether order items will be consolidated into shipping advices in automatic processes. If set to NO, each order will result in separate shipping advice. If set to YES, several orders will be consolidated in to one Shipping Advise. If no value is provided, this is understood as NO. | ||
SHIPGROUPBY | YOURNO | Field to group by if the value YES is set in the SHIPCONS field. | ||
SHIPSORTBY | PART | Field to sort by if the value YES is set in the SHIPCONS field. | ||
SHIPSUBFGT | YES | Decides whether freight should be charged on sub-shipments or not. If no value is provided, this is understood as NO. | ||
SHCODE | SHC/100007 | Refers to special shipping and handling code for orders from this customer. Valid options have to be set up in SHC archive prior to the load. | ||
INVCONS | 1 | M | Specifies whether or how often shipping advise items will be consolidated when creating invoices. Valid options are: N = No consolidation X = Excluded from automatic creation of invoice. D = Daily W = Weekly M = Monthly If no value is provided, this is understood as the value N (No consolidation), which means that the invoice is automatically created when the shipping advise is sent. | |
INVGROUPBY | YOURNO | Field to group by if the values D, W or M are set in the INVCONS field. | ||
INVSORTBY | PART | Field to sort by if the values D, W or M are set in the INVCONS field. | ||
FEEPCT | 5 | Percentage of financial charge to be added to orders. | ||
FEE | 50 | An amount in document currency that will be added to an order. | ||
QUOTEBLOCKED | YES | Sales quotes for this customer will be blocked for registering. | ||
ORDERBLOCKED | YES | Orders for this customer will be blocked for registering. | ||
INVOICEBLOCKED | YES | Invoices for this customer will be blocked for registering. | ||
SHIPPINGADVICEBLOCKED | YES | Shipping advices for this customer will be blocked for registering. | ||
MSG | Customer wants estimates in EURO. | Internal note/notice about the customer. | ||
MINGM | 20 | The minimum accepted gross margin in percentage (%). | ||
ICTDB | JHR-NO | Inter Company Trading DataBase. Used to identify internal customer/suppliers. | ||
PIDEXT | 902 | Account manager, refers to a PER. | ||
PIDINT | 8900 | Account sales assistant, refers to a PER. | ||
EDIACCOUNT | 1234567 | Electronic data interchange account number. | ||
EDIPARTNER | STANDARDEHF | Electronic data interchange partner. | ||
SEMAIL | john.doe@msn.com | Email for the default shipping address for customer. Will be validated. | ||
SPHONE | 4752763390 | Phone for the default shipping address for customer. Can not contain any letters or spaces, but + is OK as prefix. Must be four digits or more. | ||
PLINO | 6 | 100000 | Identification number of Price list (PLI) the customer belongs to. | |
PLINAME | Price list name. |