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
- 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
- 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)
- 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
- 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
- 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
- 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
- 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
- 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
- Not required
- If provided:
Must be no more than 12 characters
Will be converted to upper case
AcctDate (Customer-Start-Date)
- Not required
- 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
- 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
- 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
- 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
- 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
- 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
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
- 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
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
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
- 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
- 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
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
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
- Not required
- If not provided default is zero or from the default customer
- If provided:
Must be between -999.99 and 999.99
- 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
- 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
- Not required
- If not provided default is spaces
- If provided:
Maximum size is 15 characters
Will be converted to upper case before processing
- If provided:
Maximum size is 15 characters
Will be converted to upper case before processing
ExemptDate
- Not required
- 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
- 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
- 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
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
- 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
- Not required
- Will default to spaces or default customer file value
- If provided:
Maximum size is 30 characters
Maximum size is 30 characters
Comment2
- Not required
- Not required
- Will default to spaces or the value from the default customer
- If provided:
Maximum size is 30 characters
- If provided:
Maximum size is 30 characters
UpsZone
- Not required
- 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
- 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
- Will default to zeroes or the value from the default customer
- If provided:
Must be between 0 and 99
ABCClass
- Not required
- 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
- 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
- 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
- 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
- Not required
- Will default to zero or value from the default customer
- If provided:
Must be between 0 and 999
- If provided:
Must be between 0 and 999
DaysDelivEarly
- Not required
- Not required
- Default is zero or value from the default customer
- If provided:
Must be between 0 and 999
- 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
- 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
- Not Required
- If not provided, will default to spaces
- If provided:
Maximum size is 30 characters
- If provided:
Maximum size is 30 characters
Note2
- Not Required
- Not Required
- If not provided, will default to spaces
- If provided:
Maximum size is 30 characters
- If provided:
Maximum size is 30 characters
Note3
- Not Required
- Not Required
- If not provided, will default to spaces
- If provided:
Maximum size is 30 characters
- If provided:
Maximum size is 30 characters
Note4
- Not Required
- Not Required
- If not provided, will default to spaces
- If provided:
Maximum size is 30 characters
Maximum size is 30 characters
Note5
- Not Required
- Not Required
- If not provided, will default to spaces
- If provided:
Maximum size is 30 characters
- If provided:
Maximum size is 30 characters
Useramt
- Not Required
- Not Required
- If not provided, will default to zeroes
- If provided:
Must be between -9,999,999.99 and 9,999,999.99
- If provided:
Must be between -9,999,999.99 and 9,999,999.99
Userdate
- Not required
- Not required
- if not provided, will default to zeroes
- If provided:
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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.
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.
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