Feature - Customer CSV Import

Release date: 9/25/2019

Version: 8.5 and up

For the Customer CSV Import, select AR --> Utility --> Customer/eContact import --> customer/econtact Import --> Customer import

This new screen program will have three menu options: Pre-Interface, Interface, and Layout.

For the File Layout screen, be aware of the notes at the bottom concerning the "&&&&&&" customer and the format for the date columns.

When displaying the layout screen, the Note1 (AS), Note2 (AT), Note3 (AU), Note4 (AV), Note5 (AW), UserAmt (AX),and UserDate (AY) literals will be replaced with the appropriate literals from the AR Control file. If one is not defined, the default shown above will be used.

For the Pre-interface and Interface screens, the values for the CSV File Contains Header Row and Import Customers From will default to the last values used.



The interface option will ask you to make sure you want to run the interface and update files.


Field edits and errors are as follows:

CustNo 
- If blank, sequential assign next customer feature must be turned on in Global Setup 
- Must be no more than 6 characters 
- Customer must NOT be on file 
- Standard customer number formatting logic will be used to format the field     

BillToNo 
- Not required
- If provided:
    Must be no more than 6 characters  
    Customer must be on file 
    Standard customer number formatting logic will be used to format the field 
    Cannot be a transfer customer (customer-transfer-flag) 
 
Name 
- Required – will produce an error if blank 
- If provided must be no more than 30 characters 
                      
CorrespName 
- Not required 
- If provided must be no more than 30 characters 
- If not provided, will default to Customer Name 
                   
Address-1 
- Not required 
- If provided must be no more than 30 characters 
                       
Address-2                         
- Not required 
- If provided must be no more than 30 characters 

City 
- Not required 
- If provided must be no more than 15 characters                           

State
- Not required 
- If provided: 
    Must be no more than 2 characters                            
    Will be converted to upper case 

Zip Code 
- Not Required 
- If provided: 
     Must be no more than 10 characters 
     Will be converted to upper case 
                 
Country 
- Not required ok
- If provided must be no more than 10 characters 

Contact                           
- Not required 
- If provided must be no more than 20 characters 

PhoneNo                         
- Not required 
- If provided: 
     Must be no more than 12 characters 
     Will be converted to upper case 
 
FaxNo                            
- Not required
- If provided: 
     Must be no more than 12 characters 
     Will be converted to upper case 

AcctDate  (Customer-Start-Date)
- Not required 
- will default to system date if not provided 
- If provided:
    Cannot be zero                        ;  
    Must be a valid date  in MM/DD/YY or MM/DD/YYYY format
           
CustType 
- Not Required 
- Will default to spaces or the value from the default customer 
- Enter $$BLANK$$ to force the customer type to be blank without using the default customer 
- If provided:
     Maximum size is 5 characters 
     Must be on file in the customer type file 
     Field will be converted to uppercase before processing    

BalMethod 
- If not provided will default to "O" or the value from the default customer 
- If provided:
    Maximum size is 1 character  
    Must be "O" or "B" 
    Field will be converted to upper case 
                 
StmntFreq
- If not provided will default to "M" or the value from the default customer 
- If provided: 
     Maximum size is 1 character 
     Must be W, S, M, Q, D, N 
     Field should be converted to uppercase 
                   
CreditLimit 
- If not provided will default to zero or the value from the default customer 
-  If provided must be between zero and 999999999  
                    
CrdtRate  
- Not Required - will default to spaces or the value from the default customer 
- If provided:
     Maximum size is 4 characters 
     will be converted to upper case before processing 
                   
CrdtHold           
- If not provided will default to N or from the default customer 
- If provided:
     Must be 1 character 
     Must be Y or N                  
     Will be converted to upper case before processing 
 
Collector  
- Not Required - will default to spaces or the value from the default customer 
- If provided: 
     Must be no more than 3 characters 
     Will be converted to upper case before processing
     If A/R Global control, "22.  Validate Collector with Salesman Table ?" = "Y"
         Must be on file in the Salesman file 
         Uses the standard salesman formatting logic to format the field  
    
SalesmanNo  
- Must be provided in the CSV file or from the value from the default customer
- If provided:
      Must be no more than 3 characters 
      Must be on file in the Salesman file 
      Uses the standard salesman formatting logic to format the field 
     
SlsmnStart 
- Not required - will default to system date if not provided 
- If provided:
     Cannot be zero                            
     must be a valid date  in MM/DD/YY or MM/DD/YYYY format
   
Location 
- Not Required - will default to spaces or the value from the default customer 
- If provided:
     Must be no more than 2 characters 
     will be converted to upper case before processing 
     Must be on file in the location file if Company uses Inventory Management
  
Territory  
- Not required - will default to spaces or the value from the default customer 
- If provided:
     Must be no more than 2 characters  
     Will be converted to upper case before processing   
      
AcctNo 
- Not Required 
- If not provided will default to either the default customer value or the "Default Acct Rec Acct No" value from A/R Setup
- If provided:  
     Cannot be longer than 26 characters including 2 "-"
     Must be on file in the A/R Account File or G/L Account file based up setup
     If not using multiple A/R accounts, account number provided must match the one in the A/R  Control File

ShipVia 
- Not required
- If not provided in the CSV file must be found in the default customer 
- If provided:
     Maximum size is 2 characters 
     Must be on file in the A/R Codes file   
     Will be converted to upper case before processing             

TermsCode 
- Not required
- If not provided must be found in the default customer 
- If provided:
     Maximum size is 2 characters 
     Must be on file in the A/R Codes file 
     Will be converted to upper case before processing 
        
Disc% 
- Not required
- If not provided default is zero or from the default customer 
- If provided:
     Must be between -999.99 and 999.99 
              
Taxable 
- Not required
- If not provided - will default to Y or from the default customer 
- If provided:
     Must be 1 character 
     Must be Y or N    
     Will be converted to upper case before processing 

ExemptNo 
- Not required
- If not provided default is spaces 
- If provided:
     Maximum size is 15 characters 
     Will be converted to upper case before processing 

ExemptDate 
- Not required
- Default is zeroes 
- If provided:
     Can only be imported if A/R Global Control "4. Use Tax Exempt Expiration Date ?" = "Y"       and  Customer file Taxable ? " = N
     Can be zeroes 
     Must be a valid date  in MM/DD/YY or MM/DD/YYYY format

TaxCode1 
- Not Required
- If not provided:
     If auto assign tax code feature is turned on tax codes will be automatically determined
     If auto assign tax code feature is not turned on, will get value from default customer 
If provided:
     Maximum size is 3 characters 
     Must be on file in the A/R Codes file  
     Cannot be the same as TaxCode2. 
     Cannot be the same as Taxcode3. 
     Will be converted to upper case before processing 
     Warning will be provided if auto assign tax code feature is turned on and provided value is not the same as auto assign value
              
TaxCode2 
- Not Required
- If provided:
     Maximum size is 3 characters 
     Must be on file in the A/R Codes file
     Cannot be the same as TaxCode1. 
     Cannot be the same as TaxCode3 
     Will be converted to uppercase before processing 
     Cannot be blank if TaxCode3 is provided 
     Warning will be provided if auto assign tax code feature is turned on and provided value is not the same as auto assign value

TaxCode3 
- Not Required
- If provided:
     Maximum size is 3 characters 
     Must be on file in the A/R Codes file   
     Cannot be the same as TaxCode1. 
     Cannot be the same as TaxCode2. 
     Cannot be provided if TaxCode2 was not provided
     Will be converted to uppercase before processing 
     Warning will be provided if auto assign tax code feature is turned on and provided value is not the same as auto assign value
                                 
Comment1 
- Not required
- Will default to spaces or default customer file value
- If provided:
     Maximum size is 30 characters 

Comment2 
- Not required
- Will default to spaces or the value from the default customer 
- If provided:
     Maximum size is 30 characters                

UpsZone 
- Not required
- Will default to spaces or the value from the default customer 
- If provided:
    Maximum size is 2 characters 
    Will be converted to upper case before processing 

InvoiceForm  
- Not required   
- Will default to zeroes or the value from the default customer 
- If provided:
     Must be between 0 and 99 

ABCClass
- Not required
- Will default to spaces or value from the default customer 
- If provided:
     Maximum size is 1 character 
     Must be A, B, or C   
     Will be converted to upper case before processing 

FrtCol/Prepaid 
- Not required
- Will default to spaces or value from the default customer 
- If provided:
     Maximum size is 1 character 
     Must be C, P, T, R, S  
    Will be converted to upper case before processing 

ShipToDays 
- Not required
- Will default to zero or value from the default customer 
- If provided:
     Must be between 0 and 999 

DaysDelivEarly 
- Not required
- Default is zero or value from the default customer 
- If provided:
     Must be between 0 and 999 

FinChrg 
- Not required
- Will default to Y or value from the default customer  
- If provided :
     Must be 1 character 
     Must be Y or N one
     Will be converted to upper case before processing 

Note1 
- Not Required
- If not provided, will default to spaces 
- If provided:
     Maximum size is 30 characters 

Note2 
- Not Required
- If not provided, will default to spaces 
- If provided:
     Maximum size is 30 characters 

Note3 
- Not Required
- If not provided, will default to spaces 
- If provided:
     Maximum size is 30 characters

Note4 
- Not Required
- If not provided, will default to spaces 
- If provided:
     Maximum size is 30 characters 

Note5 
- Not Required
- If not provided, will default to spaces 
- If provided:
     Maximum size is 30 characters 

Useramt 
- Not Required
- If not provided, will default to zeroes 
- If provided:
     Must be between -9,999,999.99 and 9,999,999.99 

Userdate   
- Not required
- if not provided, will default to zeroes 
- If provided:
     Must be a valid date  in MM/DD/YY or MM/DD/YYYY format             

SubItems 
- Not required
- If not provided will default to Y or from the default customer 
- If provided:
     Must be 1 character 
     Must be Y or N 
     Will be converted to upper case before processing 

Backorders   
- Not required
- If not provided will default to Y or from the default customer   
- If provided:
     Must be 1 character 
     Must be Y or N 
     Will be converted to upper case before processing 

PartialShip 
- Not required   
- If not provided will default to Y or from the default customer 
- If provided:
     Must be 1 character 
     Must be Y or N 
     Will be converted to upper case before processing 

DunningLetters     
- Not required
- If not provided will default to N or from the default customer 
- If provided:
     Must be 1 character 
     Must be Y or N 
     Will be converted to upper case before processing 

PrintOrderAck 
- Not required
- If not provided will default to Y or from the default customer 
- If provided:
     Must be 1 character 
     Must be Y or N 
     Will be converted to upper case before processing 

TransferCust             
- Not required
- If not provided will default to N or from the default customer 
- If provided:
     Must be 1 character 
     Must be Y or N  
     Will be converted to upper case before processing  

TransferTo-Loc    
- Not required
- Must not be provided if final value of TransferCust = “N” 
- If provided:
     Must be provided if TransferCust = "Y" 
     Must be no more than 2 characters 
     Must be on file in the location file if Company uses IM
     Will be converted to upper case before processing 

TransferDays  
- Not required
- Must not be provided if final value of TransferCust = “N” 
- If provided:
     Must be between zero and 99  
     
Other fields: 
CUSTOMER-OUTSIDE-CITY-LIMITS is set to "N".  
CUSTOMER-ACCESS-DATE & CUSTOMER-ACCESS-TIME are set to system date and time 
CUSTOMER-LAST-STMNT-AGE-DATE is set to zero. 
All other statistic field, like PTD, YTD, LAST-YR..etc. are set to zeros. 

The report will show grand total number of customer records.
The report will also show the total number of errors (Pre-Interface & Interface). 
If there are errors, the interface will not go through but the printing will still take place.


Modified programs:
ARMASMNU

New:  ARCUSIMP, ARCUSIMS, CUSTDFLT.WS,  ARIMPERR.SL, ARIMPERR.FD, ARIMPERR.WS, ARIMPERR.DS, ARIMPCUS.SL


DLM

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