Release Date: 9/26/18

Last Updated: 3/20/24

Added a generic utility to Mass Update Customer by CSV.

Access to the new utility is found in two places:

In AR:

       A/R-> Util-Setup-> Customer/eContact Import-> Update Salesman Utility has been changed to 
       A/R-> Util-setup-> Customer/eContact Import-> Mass Update Utility. 
                 Then two submenu options have been added - Mass Change Salesman and  
                                                                                            Mass Change Customer

in Global Setup:

      Util-Setup-> Global Setup-> Utilities-> A/R Utilities-> Utilities-> Mass Change Customer

Menu options are Pre-interface, Interface, and Layout. 

Fields in the import file:

If the CSV column is not provided, then we will not update the field in the customer file. If the user wants to move spaces to a character field, they will need to specify $$BLANK$$ in the supported column. Supported columns are indicated on the layout screen with "**".

SPECIAL NOTE FOR GUN CUSTOMERS: 

Field M) Comment2** does not apply to GUN customers and will have (Not Applicable) in place of the

**.  For GUN customers, this field is used to store the FFL number and expiration date.

The pre-interface/interface application will verify the following (SYCUSMAP):

CustomerNo
    Field is required 
    Field must be no more than 6 characters 
    Customer must be on file 

CustType           
    If provided:
      Maximum size is 5 characters (unless $$BLANK$$ is specified)
      Must be on file in the customer type file
     Note: The field will be converted to uppercase before processing

ShipVia
   If provided:
      Maximum size is 2 characters
      Must be on file in the AR Codes file
     Note: The field will be converted to uppercase before processing
     $$BLANK$$ option is not applicable and will produce an error

CreditLimit
    If provided:
       Must be between zero and 999999999

Collector
    If provided:
       Must be no more than 3 characters (unless $$BLANK$$ is specified)
       If A/R Global Control "22. Validate Collector with Salesman Table" =   "Y"
           Must be on file in the Salesman file
       Note: The field will be converted to uppercase before processing 

Terms
    If provided:
      Maximum size is 2 characters
      Must be on file in the AR Codes file 
     Note: The field will be converted to uppercase before processing
    $$BLANK$$ option is not applicable and will produce an error

Loc
   If provided:
     Maximum size is 2 characters (unless $$BLANK$$ is specified)
     Must be on file in the location file if COMPANY-USES-IM-FLAG = "Y"
   Note: The field will be converted to uppercase before processing

Form#
   If provided:
     Must be between zero and 99

Territory
    If provided:
      Maximum size is 2 characters (unless $$BLANK$$ is specified)  
    Note: The field will be converted to uppercase before processing
           
CreditRate
   If provided:
     Maximum size is 4 characters (unless $$BLANK$$ is specified)  
   Note: The field will be converted to uppercase before processing

FreightPayCd    

   If provided:
     Maximum size is 1 character (unless $$BLANK$$ is specified)
     Should be C, P, T, R, S, or $$BLANK$$ if not this is a warning condition
   Note: The field will be converted to uppercase before processing           

Comment1
   If provided:
     Maximum size is 30 characters (unless $$BLANK$$ is specified)

Comment2
   If provided:
     Maximum size is 30 characters (unless $$BLANK$$ is specified)

Note1
   If provided:
     Maximum size is 30 characters (unless $$BLANK$$ is specified) 

Note2
   If provided:
     Maximum size is 30 characters (unless $$BLANK$$ is specified)

Note3
   If provided:
     Maximum size is 30 characters (unless $$BLANK$$ is specified)

Note4
   If provided:
     Maximum size is 30 characters (unless $$BLANK$$ is specified)

Note5
   If provided:
     Maximum size is 30 characters (unless $$BLANK$$ is specified)

UserAmt
   If provided:
     Must be between -9,999,999.99 and 9,999,999.99
    $$BLANK$$ option is not applicable and will produce an error

UserDate
     If provided, must be a valid date, format mm/dd/yyyy
    $$BLANK$$ option is not applicable and will produce an error

AcctDate
   If provided:
     Cannot be zero, must be a valid date, format mm/dd/yyyy
     $$BLANK$$ option is not applicable and will produce an error

StmntFrq
   If provided:
     Must be one character
     Must be W, S, M, Q, D, N  
   $$BLANK$$ option is not applicable and will produce an error

ShipToDays
   If provided:
     Must be between zero and 999
    $$BLANK$$ option is not applicable and will produce an error

UPS Zone
   If provided:
     Maximum size is 2 characters (unless $$BLANK$$ is specified)
   Note: The field will be converted to uppercase before processing

AcctNo
   If provided:
     Must be no more than 17 characters

     Provide in "NNNNN-NNNNN-NNNNN" Format, depending on number of account format

         levels and digits in each level in Util-setup, Company setup
    $$BLANK$$ option is not applicable and will produce an error

DiscPct
   If provided:
     Must be between -999.99 and 999.99
   $$BLANK$$ option is not applicable and will produce an error

CustTxbleFlag

   If provided:

      Must be Y or N

      $$BLANK$$ option is not applicable and will produce an error

Credit Hold

   If provided:

      Must be Y or N

      $$BLANK$$ option is not applicable and will produce an error

If any errors are found in the pre-interface check, the CSV file will not be interfaced and will not be deleted.

Modified programs: ARMASMNU, NSCTLUT2, SYSLMMAS, SYCUSMAP (NEW), SYCUSMAS(NEW)

DLM