Importing Customer Information

This chapter provides overviews of customer control information and conversion fields, and discusses how to:

Complete conversion prerequisites.
Convert customer information.
Complete, verify, and test conversions.

Understanding Customer Control Information

Depending on which products you have licensed (PeopleSoft Receivables, Billing, Order Management) you may have to populate all of the customer records.

Note. Required means that you must place a row in the table with correct default values, even if you won't use any of the fields on these tables. The system uses rows in the required tables to access information online as well as for background processing.

This table lists customer control information and the required records for each application:

Table	Description	PeopleSoft Billing	PeopleSoft Grants Management	PeopleSoft Order Management	PeopleSoft Receivables	PeopleSoft Contracts Management
CUSTOMER	Customer header	X	X	X	X	X
CUST_ADDRESS	Customer address detail	X	X	X	X	X
CUST_ADDR_SEQ	Customer address header	X	X	X	X	X
CUST_ATT	Customer attachments Note. Only needed if using attachments.	X
CUST_BILLTO	Valid bill to relationships	X	X (if customer is both a bill to and sold to customer)	X (if customer is both a bill to and sold to customer	X	X
CUST_BROKER	Customer brokers
CUST_CGRP_LNK	Link for customers who are associated with various customer groups
CUST_CREDIT	Customer credit information			X Note. If this customer is a bill-to customer, this is needed for credit checking.	X
CUST_CRSPD	Customer correspondence information	X	X	X	X
CUST_CRSPD_REM	Customer correspondence remit to				X
CUST_EXEMPT	Customer exemption status
CUST_EXEMPT_DTL	Customer exemption details
CUST_GROUP_TBL	Customer group table
CUST_HIERARCHY	Customer hierarchy
CUST_ID_NBRS	Customer ID numbers
CUST_INDIRECT	Indirect customers
CUST_MSG	Customer messages Note. Only needed if using messages.
CUST_NOTE	Customer notes Note. Only needed if using notes.
CUST_NOTE_DOC	Documents that notes are printed on. Note. Only needed if using notes.
CUST_NOTE_KEYWD	Customer notes key words for searching Note. Only needed if using notes.
CUST_OPTION	Bill to customer options	X	X (if customer is a bill to customer)	X (if customer is a bill to customer)	X	X (if customer is a bill to customer)
CUST_PM_CHANNEL	Customer channel information
CUST_REGN_TYPE	Customer region code types
CUST_SHEX_BLK	Dates on which shipments are blocked
CUST_SHEX_DT	Dates and times when shipments are not received
CUST_SHIPTO	Valid ship to relationships		X (if customer is both a ship to and sold to customer)	X (if customer is both a ship to and sold to customer)		X
CUST_SHIPTO_OPT	Ship to customer options		X (if customer is a ship to customer)	X (if customer is a ship to customer)
CUST_SIC_CODES	Customer standard industry codes
CUST_SOLDTO_OPT	Sold to customer options		X (if customer is a sold to customer)	X (if customer is a sold to customer)
CUST_TEAM	Customer support teams	X	X	X	X	X
CUST_VAT_EXCPTN	Customer value-added tax (VAT) exceptions	X (if using VAT)	X (if using VAT)	X (if using VAT)	X (if using VAT)
CUST_VAT_REG	Customer VAT registration	X (if using VAT)	X (if using VAT)	X (if using VAT)	X (if using VAT)

Note. PeopleSoft Grants Management also requires the Sponsor Attribute Date (GM_SP_ATTRDT), Sponsor Attributes (GM_SP_ATTRIB), and Sponsor Letter of Credit Info (GM_SPNSR_LOC) tables.

Understanding Customer Conversion Fields

When converting customer information, field mappings fall into one of three types:

Field values such as customer name that map directly from the legacy system to PeopleSoft.
Field values that must be translated from the legacy value to a PeopleSoft value.
Fields that do not appear at all in the legacy system.

You must assign a value to these fields during conversion.

This table lists additional information that you may need to develop the customer conversion:

Record Name	Field Name	Edit Table	Required
CUSTOMER	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	CUST_STATUS		Yes
	CUST_STATUS_DT		No
	STCUST_DAYS		No
	EXPIRATION_DATE		No
	TEMPLATE_ADDR		No
	CUSTOMER_TYPE		Yes
	SINCE_DT		Yes
	ADD_DT		Yes
	NAME1		Yes
	NAMESHORT		Yes
	NAME2		No
	NAME3		No
	NAME1_AC		No
	NAME2_AC		No
	NAME3_AC		No
	ADDRESS_SEQ_NUM	%EDITTABLE3	Yes
	CORPORATE_SETID	SP_SETID_NONVW	Yes
	CORPORATE_CUST_ID	CUST_CC_A1S_VW	Yes
	REMIT_FROM_SETID	SP_SETID_NONVW	No
	REMIT_FROM_CUST_ID	CUST_REM_A1S_VW	No
	CRSPD_SETID	SP_SETID_NONVW	No
	CRSPD_CUST_ID	CUST_CR_A1S_VW	No
	CONSOL_BUS_UNIT	BI_CONSOL_BU_VW	No
	VENDOR_SETID	SP_SETID_NONVW	No
	VENDOR_ID	VENDOR_AR2	No
	REFER_TO_SETID	SP_SETID_NONVW	No
	REFER_TO_CUST_ID		No
	REVIEW_DAYS		No
	FORMER_NAME_1		No
	FORMER_NAME_2		No
	CNTCT_SEQ_NUM	CUST_CONTACT	No
	SUBCUST_USE		Yes
	SUBCUST_QUAL1	SUBCUST_Q1_TBL	No
	SUBCUST_QUAL2	SUBCUST_Q2_TBL	No
	CUR_RT_TYPE	RT_TYPE_TBL	Yes
	CURRENCY_CD	CURRENCY_CD_TBL	Yes
	SHIP_TO_FLG		Yes
	BILL_TO_FLG		Yes
	SOLD_TO_FLG		Yes
	BROKER_FLG		Yes
	INDIRECT_CUST_FLG		Yes
	CUST_LEVEL		No
	ADDRESS_SEQ_SOLD		Yes
	CNTCT_SEQ_SOLD		No
	ADDRESS_SEQ_SHIP		Yes
	CNTCT_SEQ_SHIP		No
	ADDRESS_SEQ_BRK		No
	ADDRESS_SEQ_IND		No
	HOLD_UPDATE_SW		No
	ROLEUSER	ROLEXLATOPR_VW	No
	TAXPAYER_ID		No
	WEB_URL		No
	STOCK_SYMBOL		No
	REPORTS_TO_SPONSOR	GM_CUSTOMER_VW	No
	SPNSR_LEVEL	GM_SPNSR_LEVEL	No
	SPNSR_TYPE	GM_SPNSR_TYPE	No
	SPNSR_PROGRAM	GM_SP_PROG_TYPE	No
	COST_LIV_INCR_PCT		No
	CFDA_NBR		No
	FOREIGN_FLAG		No
	FED_SP_TYPE	GM_FED_SP_TYPE	No
	OFAC_STATUS		No
	REASON_CD	FSS_REASON_VW	No
	FSS_OFFSET_DAYS		No
	GM_FEDERAL_FLAG		No
	US_FLAG_CARRIER		No
	LOC_INDICATOR		No
	GM_LOC_SPONSOR_ID	GM_LOC_SP_VW	No
	GM_FLG		No
	FA_SPNSR_BASE_ID	GM_FA_BASE_DTL	No
	GM_DEL_LOC_REFS_SW		No
	GRANTS_SPONSOR_FLG		No
	SPNSR_SALARY_CAP		No
	FEDERAL_INDICATOR		No
	TRADING_PARTNER		No
	IPAC_INTERFACE		No
	CNTCT_SEQ_IPAC		No
	CUSTOMER_ALC	AGENCY_LOC_CD	No
	CUST_FIELD_C1_A		No
	CUST_FIELD_C1_B		No
	CUST_FIELD_C1_C		No
	CUST_FIELD_C1_D		No
	CUST_FIELD_C2		No
	CUST_FIELD_C4		No
	CUST_FIELD_C6		No
	CUST_FIELD_C8		No
	CUST_FIELD_C10_A		No
	CUST_FIELD_C10_B		No
	CUST_FIELD_C10_C		No
	CUST_FIELD_C10_D		No
	CUST_FIELD_C30_A		No
	CUST_FIELD_C30_B		No
	CUST_FIELD_C30_C		No
	CUST_FIELD_C30_D		No
	CUST_FIELD_N12_A		No
	CUST_FIELD_N12_B		No
	CUST_FIELD_N12_C		No
	CUST_FIELD_N12_D		No
	CUST_FIELD_N15_A		No
	CUST_FIELD_N15_B		No
	CUST_FIELD_N15_C		No
	CUST_FIELD_N15_D		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_ADDRESS	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	ADDRESS_SEQ_NUM		Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	ALT_NAME1		No
	ALT_NAME2		No
	LANGUAGE_CD		No
	TAX_CD	TAX_SU_HDR_VW	No
	COUNTRY	COUNTRY_TBL	No
	ADDRESS1		No
	ADDRESS2		No
	ADDRESS3		No
	ADDRESS4		No
	CITY		No
	NUM1		No
	NUM2		No
	HOUSE_TYPE		No
	ADDR_FIELD1		No
	ADDR_FIELD2		No
	ADDR_FIELD3		No
	COUNTY		No
	STATE	%EDIT_STATE	No
	POSTAL		No
	GEO_CODE		No
	IN_CITY_LIMIT		No
	COUNTRY_CODE		No
	PHONE		No
	EXTENSION		No
	FAX		No
	PHYSICAL_NATURE		No
	VAT_SVC_PERFRM_FLG		No
	LAST_EXP_CHK_DTTM		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
	URL_LONG		No
CUST_ADDR_SEQ	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	ADDRESS_SEQ_NUM		Yes
	DESCR		No
	BILL_TO_ADDR		Yes
	SHIP_TO_ADDR		Yes
	SOLD_TO_ADDR		Yes
	CRSPD_TO_ADDR		Yes
	BROKER_ADDR		No
	INDIRECT_ADDR		No
	RFID_ENABLED		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_ATT	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	SCM_ATTACH_ID		No
	ATT_VERSION		No
	ATTACHSYSFILENAME		No
	ATTACHUSERFILE		No
	ATTACH_TYPE	FO_ATTACH_TYPE	No
	DESCR		No
CUST_BILLTO	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	BILL_TO_CUST_ID	CUST_BI_A1S_VW	Yes
	SLDTO_PRIORITY_NBR		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_BROKER	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	BROKER_ID	CUST_BRK_A1S_VW	Yes
	SLDTO_PRIORITY_NBR		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_CGRP_LNK	SETID	SP_SETID_NONVW	Yes
	CUST_ID		Yes
	CUST_GRP_TYPE		Yes
	CUSTOMER_GROUP	%EDITTABLE	Yes
	DEFAULT_TAX_GRP		No
	DATETIME_ADDED		No
	LASTUPDDTTM		No
	LAST_MAINT_OPRID		No
CUST_CREDIT	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	CR_LIMIT		No
	CR_LIMIT_RANGE		No
	CR_LIMIT_DT		No
	CR_LIMIT_CORP		No
	CR_LIM_CORP_RANGE		No
	CR_LIMIT_CORP_DT		No
	CR_LIMIT_REV_DT		No
	DISPUTE_STATUS	DISPUTE_TBL	No
	DISPUTE_DT		No
	DISPUTE_AMOUNT		No
	COLLECTION_STATUS	COLLECTION_TBL	No
	COLLECTION_DT		No
	RISK_CODE		No
	CREDIT_CLASS		No
	CREDIT_CHECK		Yes
	MAX_ORDER_AMT		No
	CUSTCR_PCT_OVR		No
	CORPCR_PCT_OVR		No
	CURRENCY_CD	CURRENCY_CD_TBL	Yes
	RT_TYPE	RT_TYPE_TBL	Yes
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
	AGING_CATEGORY	AGING_CATEG_TBL	No
	AGING_ID	AGING_TBL	No
	BACKLOG_DAYS		No
	AR_1099C		No
	BANKRUPT_FLG		No
	MARKET_VALUE		No
	DESCRLONG		No
CUST_CRSPD	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	BANK_CD	BANK_AR_BR_VW	No
	BANK_ACCT_KEY	BANK_AR_R_VW	No
	CRSPD_ADDR		Yes
	ADDRESS_SEQ_NUM	CUST_ADDR_CR_VW	No
	CNTCT_SEQ_NUM	CUST_CNCT_EF_VW	No
	ONE_DOCUMENT_PER		No
	DUN_ID	DUNNING_TBL	No
	DUN_GROUP		No
	DUN_HOLD		Yes
	DUN_HOLD_DT		No
	ST_ID	STATEMENT_TBL	No
	ST_GROUP		No
	ST_HOLD		Yes
	ST_HOLD_DT		No
	CRSPD_CNTCT		Yes
	LANGUAGE_CD		No
	OC_GROUP		Yes
	OC_ADMIN_ID	OC_ADMIN_VW	No
	OC_ADMIN_HOLD		No
	OC_ADMIN_HOLD_DT		No
	OC_FIN_ID	OC_FIN_VW	No
	OC_FIN_HOLD		No
	OC_FIN_HOLD_DT		No
	OC_PNLTY_ID	OC_PNLTY_VW	No
	OC_PNLTY_HOLD		No
	OC_PNLTY_HOLD_DT		No
	ASSESS_OC_FLAG		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_CRSPD_REM	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	REMIT_ADD_TYPE		Yes
	BANK_CD	BANK_AR_BR_VW	No
	BANK_ACCT_KEY	BANK_AR_R_VW	No
CUST_EXEMPT	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	TAX_EXEMPT_CERT		Yes
	ISSUING_AUTHORITY		No
	AUTHORITY_TYPE		No
	ADD_DTTM		No
	LAST_UPDATE_DTTM		No
	LAST_MAINT_OPRID		No
CUST_EXEMPT_DTL	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	TAX_EXEMPT_CERT		Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	TAX_EXEMPT_FLAG		No
	EXEMPT_CATEGORY		No
	ISSUED_DT		No
	EXPIRATION_DT		No
	DESCR		No
	DESCR254		No
	ADD_DTTM		No
	LAST_UPDATE_DTTM		No
	LAST_MAINT_OPRID		No
CUST_GROUP_TBL	SETID	SP_SETID_NONVW	Yes
	CUST_GRP_TYPE		Yes
	CUSTOMER_GROUP		Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	DESCR		Yes
	DESCRSHORT		Yes
	EOEP_ARB_ID	EOEP_ARB_SO_VW	No
	GLOBAL_FLAG		No
	ADJUST_BAPRC_FLG		No
CUST_HIERARCHY	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	PM_DIVISION	PM_DIVISION	No
	PM_REGION	CUST_REGION_VW	No
	PM_TERRITORY	PM_TERRITORY	No
	PM_SYNDICATED_TYPE	PM_SYNDICATED	No
	PM_SYNDICATED_NUM		No
	CLASSIFICATION	PM_CLASSIFICATE	No
CUST_ID_NBRS	SETID		Yes
	CUST_ID		Yes
	STD_ID_NUM_QUAL		Yes
	STD_ID_NUM		No
	STD_ID_SETID	SP_SETID_NONVW	No
	CREDIT_FLG		No
CUST_INDIRECT	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	INDIRECT_CUST_ID	CUST_IND_A1S_VW	Yes
	SHPTO_PRIORITY_NBR		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_MSG	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	SEQ_NUM		Yes
	MESSAGE_CD	MSGHOLD_SEC_VW	Yes
	START_DT		Yes
	END_DT		Yes
CUST_NOTE	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	SEQ_NUM		Yes
	NOTE_TYPE	NOTE_TYPE	No
	STD_NOTE_CD	STD_NOTE	No
	TEXT254		No
CUST_NOTE_DOC	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	SEQ_NUM		Yes
	DOCUMENT_CD	OM_DOC_CODE_VW	Yes
CUST_NOTE_KEYWD	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	SEQ_NUM		Yes
	KEY_WORD		Yes
CUST_OPTION	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	PYMNT_TERMS_CD	OM_TRMS_VW	No
	PYMNT_TERMS_AMT		No
	GRACE_DUE_DAYS		No
	GRACE_DISC_DAYS		No
	IMMEDIATE_PAYMENT		No
	RETENTION_DAYS		No
	PP_HOLD		Yes
	PP_METHOD	PP_MET_TBL	No
	REF_QUALIFIER_CODE	AR_FLD_REF_VW	No
	PARTIAL_PY_SW		Yes
	PO_REQUIRED		Yes
	BILL_BY_ID	BI_BILL_BY_VW	No
	FREIGHT_BILL_TYPE		Yes
	BILL_CYCLE_ID	BI_CYCLE_VW	No
	BILL_INQUIRY_PHONE	BI_INQPHN_VW	No
	BILL_TYPE_ID	BI_TYPE_EF_VW	No
	BILLING_SPECIALIST	BI_SPCLST_VW	No
	BILLING_AUTHORITY	BI_AUTH_EF_VW	No
	COLLECTOR	COLLECTOR_VW	Yes
	CR_ANALYST	CR_ANALYST_VW	Yes
	INVOICE_FORM_ID	BI_IVC_FORM_VW	No
	DST_ID_AR	DST_CODE_AR_VW	No
	DRAFT_APPROVAL		No
	DRAFT_DOC		No
	DRAFT_TYPE	DRAFT_TYPE_TBL	No
	DD_PROFILE_ID	DD_PROFILE_TBL	No
	DD_GROUP		No
	PAYMENT_METHOD		No
	DIRECT_INVOICING		Yes
	CUSTOMER_PO		No
	START_DATE		No
	END_DATE		No
	MICR_ID	REMIT_MICR_VW	No
	CONSOL_SETID	SP_SETID_NONVW	No
	CONSOL_CUST_ID	CUST_CONSOL_VW	No
	CONSOL_KEY		No
	INTERUNIT_FLG		Yes
	BUSINESS_UNIT_GL	SP_BU_GL_NONVW	No
	AR_SPECIALIST	AR_SPCLST_VW	No
	MAX_WRITE_OFF_AMT		No
	MAX_WRITE_OFF_DAYS		No
	MAX_WRITE_OFF_PCT		No
	HOL_PROC_OPT		No
	HOL_PROC_DAYS		No
	HOL_PROC_OVERFL		No
	REBATE_METHOD		No
	BI_PROMPT_CURR		No
	DEPOSIT_PCT		No
	DISPLAY_PRICES		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
	CRCARD_PROFILE_ID	AR_CRCARD_PRFL	No
CUST_PM_CHANNEL	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	CUST_CHANNEL	CHANNEL_VW	Yes
	EFF_STATUS		Yes
	CHANNEL_PRIMARY		No
CUST_REGN_TYPE	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	REGION_CD_TYPE		Yes
	REGION_CD	REGION_CD	Yes
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_SHEX_BLK	SETID		Yes
	CUST_ID		Yes
	DTTM_FROM		Yes
	DTTM_TO		Yes
	TIME_FROM		No
	TIME_TO		No
CUST_SHEX_DT	SETID		Yes
	CUST_ID		Yes
	SHIP_DAY		Yes
	TIME_FROM		Yes
	TIME_TO		Yes
	DTTM_FROM		No
	DTTM_TO		No
CUST_SHIPTO	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	SHIP_TO_CUST_ID	CUST_SHP_A1S_VW	Yes
	SLDTO_PRIORITY_NBR		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_SHIPTO_OPT	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	SHIP_TYPE_ID	SHIP_METHOD_VW	No
	SHIP_TYPE_ID_EXP	SHIP_METHOD_VW	No
	SHIP_PRIOR_FLAG		No
	SHIP_PARTIAL_FLAG		No
	BCKORDR_CNCL_FLAG		No
	LANGUAGE_CD		No
	SHIP_PRIORITY_ID	PRIORITY_SHP_VW	No
	DS_NETWORK_CODE	DS_NETHDR_TBL	No
	FREIGHT_TERMS	FREIGHT_TERMS	No
	FREIGHT_TERMS_EXP	FREIGHT_TERMS	No
	SHIP_EARLY_DAYS		No
	SHIP_LATE_DAYS		No
	SHIP_PARTIAL_ORD		No
	STORE_NUMBER		No
	NAFTA_REQ_EXP		Yes
	CCI_REQ_EXP		Yes
	SED_REQ_EXP		Yes
	COO_REQ_EXP		Yes
	AERP		No
	INSURANCE_REQD		No
	MILITARY_FLG		No
	EXPORT_ORDER_FLG		No
	CARRIER_ID	CARRIER_SHP_VW	No
	CARRIER_ID_EXP	CARRIER_SHP_VW	No
	SHIP_PRIORITY_EXP	PRIORITY_SHP_VW	No
	SINGLE_SHIP_FLAG		No
	LABEL_FORMAT_ID2	BCT_SHL_INV_VW	No
	LABEL_FORMAT_ID3	BCT_SHC_INV_VW	No
	ALLOW_OVERPICK_FLG		No
	MAX_PICK_TOLERANCE		No
	STOCKOUT_RATE	STKOUT_RATE_INV	No
	VMI_REORDER_CHK		No
	RANGE_PCT		No
	VMI_CUST_FLG		No
	VMI_MANAGER		No
	BUSINESS_UNIT_IN	SP_BUNVM_NONVW	No
	REORD_QTY_OPTION		No
	REPL_CALC_PERIOD		No
	SELL_CONSIGNED_FLG		No
	LOT_CONTROL		No
	SERIAL_CONTROL		No
	CONTAINER_CONTROL		No
	STAGED_DATE_CNTRL		No
	DEFAULT_PO		No
	DATE_LAST_MAINT		No
	LAST_MAINT_OPRID		No
CUST_SIC_CODES	SETID		No
	CUST_ID		No
	SIC_CD_QUAL		No
	SIC_CODE		No
CUST_SOLDTO_OPT	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	EFFDT		Yes
	EFF_STATUS		Yes
	EOEP_ARB_ID	EOEP_ARB_SO_VW	No
	FRT_CHRG_METHOD		No
	GRACE_PRICE_DAYS		No
	LABEL_FORMAT_ID2	BCT_SHL_INV_VW	No
	LABEL_FORMAT_ID3	BCT_SHC_INV_VW	No
	LOAD_PRICE_RULE	EOEP_ARB_LP_VW	No
	PROD_ID_SRC		Yes
	PROD_SUBSTITUTE		Yes
	PRICE_PROGRAM	EOEP_ARB_PR_VW	No
	RESTOCK_FEE_FLAG		Yes
	ADJUST_BAPRC_FLG		No
	VMI_ORDER_CONSOL		No
	VMI_ORDER_VERIFY		No
	RECEIPT_TRACK_FLG		No
	UPN_TYPE_CD	UPN_TYPE_FS	No
	DATE_LAST_MAINT		No
	LAST_MAINT_OPRID		No
CUST_TEAM	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	SUPPORT_TEAM_CD	TEAM_CODE_TBL	Yes
	DEFAULT_FLAG		Yes
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_VAT_EXCPTN	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	COUNTRY	COUNTRY_VAT_VW	Yes
	COUNTRY_CODE		No
	EFFDT		Yes
	EFF_STATUS		Yes
	VAT_EXCPTN_END_DT		No
	VAT_EXCPTN_TYPE	VAT_XLAT_TYPE_V	Yes
	VAT_EXCPTN_CERTIF		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No
CUST_VAT_REG	SETID	SP_SETID_NONVW	Yes
	CUST_ID	CUSTOMER	Yes
	COUNTRY	COUNTRY_VAT_VW	Yes
	VAT_RGSTRN_ID		No
	COUNTRY_2CHAR	CNTRY_2CHAR_VW	No
	HOME_COUNTRY_FLG		No
	LAST_MAINT_OPRID		No
	DATE_LAST_MAINT		No

Completing Conversion Prerequisites

This section discusses how to:

Establish edit table values.
Review customer source information.

Establishing Edit Table Values

PeopleSoft provides a number of tables that affect customer processing. You should set up these tables prior to converting customers. When you convert data, the values that you use for certain fields should match the values in these tables.

Customer Set Controls

Customer set controls establish rules that apply to every customer in a setID. You can enable the system to autonumber customer IDs. If you do, the system automatically assigns a customer ID to each customer that is unique within the setID as you enter customers online.

When using customer autonumbering, you may have to set the value of the last customer ID that you assign after converting the customers to ensure that you don't duplicate customer numbers. To update autonumbering, access the Automatic Numbering page and enter a customer ID as the field in the appropriate setID.

See Customer Connection, Continuous Documentation section

Dun & Bradstreet

To import Dun & Bradstreet (DB) numbers into CUST_ID_NBRS, you must set up the DB numbers beforehand on the Dun and Bradstreet page.

VAT Registration Data

If you are importing VAT registration data into CUST_VAT_REG, you must set up the customer VAT countries beforehand on the VAT Country Definition page.

See Working with VAT.

Reviewing Customer Source Information

Prior to converting the customer information, analyze existing data and:

Do not convert inactive customers.
Clean up customer data.

Some of the data that you are trying to convert may be corrupt due to code changes in the legacy system or bugs that allowed bad data to enter the system. If you convert this data prior to cleaning it up, you can introduce bad data into the PeopleSoft database.

Delete duplicate name and address records for each customer. For example, a customer may have one customer ID that is defined by the initials of the company and another that is defined by the full company name.

Converting Customer Information

This section discusses how to:

Select conversion programs.
Use the Data Dictionary.

Selecting Conversion Programs

Consider writing a conversion program that reads records from the existing system and inserts them into the appropriate PeopleSoft customer tables. When creating a program, you have complete control over the conversion, and you can run it directly on most servers. Many customers write their conversion programs using Structured Query Report.

Alternatively, consider using the full synchronization Customer XML message to move existing customer data to the PeopleSoft tables.

Note. When you begin to test the conversion program, consider converting customers in batches. You can rerun the program for a batch of customers without affecting other customers.

You can also use these customer Component Interfaces to load data in the component tables:

CUSTOMER_MAIN_CI: Loads main customer information, customer teams, addresses.
CUSTOMER_BILLTO_CI: Loads bill-to related information such as bill-to options, customer correspondence, customer credit.
CUSTOMER_SOLDTO_CI: Loads sold-to related information such as sold to options, product catalogs, customer hierarchy, customer product aliases, brokers.
CUSTOMER_SHIPTO_CI: Loads ship-to related information such as ship-to options, customer exception calendars, carrier account information, indirect customers.
CUSTOMER_MISC_CI: Loads miscellaneous information such as region codes, customer group, standard industry codes, VAT information, notes, attachments, messages.

These Component Interfaces can also be used. The CUSTOMER Component Interface is used with EIP messaging to load specific customer information to setting up a customer. The CUSTOMER_GENERAL Component Interface uses all of the records within the Customer component.

Using the Data Dictionary

These records contain fields that are relevant to converting customer data:

CUSTOMER
CUST_ADDRESS
CUST_ADDR_SEQ
CUST_ATT
CUST_BILLTO
CUST_BROKER
CUST_CGRP_LNK
CUST_CREDIT
CUST_CRSPD
CUST_CRSPD_REM
CUST_EXEMPT
CUST_EXEMPT_DTL
CUST_GROUP_TBL
CUST_HIERARCHY
CUST_ID_NBRS
CUST_INDIRECT
CUST_MSG
CUST_NOTE
CUST_NOTE_DOC
CUST_NOTE_KEYWD
CUST_OPTION
CUST_PM_CHANNEL
CUST_REGN_TYPE
CUST_SHEX_BLK
CUST_SHEX_DT
CUST_SHIPTO
CUST_SHIPTO_OPT
CUST_SIC_CODES
CUST_SOLDTO_OPT
CUST_TEAM
CUST_VAT_EXCPTN
CUST_VAT_REG

You can use the data dictionary in conjunction with the information in PeopleSoft Application Designer on these fields:

Datatype.
Length.
Required or not.
List of values (translate values).
Validation tables.

Completing, Verifying, and Testing Conversions

This section discusses how to:

Print customer reports.
Maintain customer information.

Printing Customer Reports

Print customer information using the system-supplied reports and inspect the information for accuracy. Use the Sold To Customer and Ship To Customer reports to verify sold to and ship to customers and addresses.

Maintaining Customer Information

Use the online system to check customer data. Once you are satisfied that the conversion is clean, delete all of the records from the Customer tables and rerun the conversion.