Type

Indicates the source of the catalog request.

Note: If this field is blank, the catalog request is in error status and you cannot change it through this menu option. You need to delete the record and recreate it, either by populating the Catalog Request Interface table directly or by entering the catalog request through Entering Catalog Requests (WCAT).

E-Commerce catalog requests: Catalog requests received through the e-commerce catalog request process have a type of PHR0062.

Alphanumeric, 10 positions; optional.

Source

The source code assigned to the catalog request, indicating how the customer came to contact you. If the source code is not specified in the Catalog Request Interface table, the system assigns the Default Source Code for Batch Catalog Requests (D37) system control value when you select Submit to submit the interface records for processing.

Alphanumeric, 9 positions; optional.

Name

The customer's last and first names, separated by a column.

Last name: alphanumeric, 25 positions; display-only.

First name: alphanumeric, 15 positions; display-only.

Date

The date specified in the Catalog Request Interface table indicating when the request was received.

Numeric, 6 positions (in user date format); optional.

St (Status)

Indicates the current status of the catalog request.

Valid values are:

• E = One or more errors are preventing the interface record from being processed. You must correct the record before you resubmit the records for processing. However, if the Type field is not populated, you cannot correct the record; you need to delete it and recreate it.

• P = The CATALOGREQ job is currently running; you cannot work with the record until this job is complete.

• blank = The record is currently open. When you select Submit to submit the interface records for processing, the CATALOGREQ job evaluates the record for errors and, if it is error-free, the job performs the processing described Processing Requests.

Alphanumeric, 1 position; optional.

Name

The following fields are available for the customer's full name:

Prefix

A title (such as “Mrs.” or “Dr.”) that precedes the customer's name. The prefix prints on labels, reports, etc.

If the Validate Prefix (I27) system control value is selected, your entry is validated against the Prefix table; see Working with Prefix Codes (WPFX).

Alphanumeric, 3 positions; optional.

First Name

The Sold-to customer's first name

Alphanumeric, 15 positions; optional.

Initial

The initial of the customer's middle name.

Alphanumeric, 1 position; optional.

Last Name

The customer's last name.

Alphanumeric, 25 positions; required if company name is not specified.

Suffix

An addition to the customer's full name (such as “M.D.,” “Fr.,” or “III”). The suffix prints on labels, reports, etc., but is not accessible to scans.

Errors: The record is in error status if both the last name and the company field are blank.

Alphanumeric, 3 positions, optional.

Company

The name of the company associated with the customer placing the order.

Errors: The record is in error status if both the last name and the company field are blank.

Alphanumeric, 30 positions; required if last name is not specified.

Street

The customer's street address. This is the primary delivery address.

Errors: The record is in error status if this field is blank.

Alphanumeric, 32 positions; required.

Apt./suite (Apartment/suite)

The apartment number or suite number associated with the customer's delivery address.

Follow these steps to enter an apartment or suite address:

• Enter APT to indicate an apartment or STE to indicate a suite.

• Insert a space and enter the number of the apartment or suite, for example: APT 4 or STE 116.

Addresses must conform to United States Parcel Service (USPS) address formatting field description standards. For example, always precede the apartment or suite number with the appropriate abbreviation (for example, APT or STE).

Alphanumeric, 10 positions; optional.

Address

Three additional lines of the customer's delivery address. If the address represents a post office box, you must enter P.O. Box on the first line to meet USPS delivery regulations.

Alphanumeric, three 30-position lines; optional.

Postal code

The postal or zip code for this customer. This code represents a delivery area.

Required? A postal code is required only if the Require postal code? flag for the country is selected; see Setting Up the Country Table (WCTY).

Postal code validation: If a postal code is required, it is validated against the Zip/City/State (Postal Code) table; see Setting Up the Zip/City/State (Postal Code) Table (WZIP).

Errors: The record is in error status if the Require postal code? flag for the country is selected and the SCF of the postal code is blank or invalid, or if the postal code does not match the state. See Catalog Request Interface Errors.

Alphanumeric, 10 positions; required or optional based on country.

City

The city where the customer lives or receives mail or shipments.

Alphanumeric, 25 positions; required.

St (State)

The state or province where the customer lives or receives mail or shipments.

Defined where? State codes are defined in and validated against the State table, accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

Required? A state is required only if the Require state? flag for country is selected. See Setting Up the Country Table (WCTY).

SCF validation: If the Require postal? flag for the country is selected, the system validates that the state you enter is assigned to the SCF associated with the postal code. See Working with SCF Codes (WSCF) for background.

Errors: The record is in error status if the Require state? flag for country is selected and there is not a valid state code. State codes must be in uppercase.

Alphanumeric, 2 positions; required or optional based on country.

Country

The code for the customer's country. Country codes are defined in and validated against the Country table.

The Default Country for Customer Address (B17) system control value defaults here when you submit the catalog request for processing if the country code was not already specified for the record.

Errors: The record is in error status if there is not a valid country code. Country codes must be in uppercase.

See Setting Up the Country Table (WCTY).

Alphanumeric, 3 positions; required.

Delivery code

Identifies a business (commercial) or residential address. Used to calculate shipping charges for shippers that use rate tables (such as U.P.S.).

• Business = Business rate table determines shipping charges.

• Residential = Residential rate table determines shipping charges.

• No distinction = No distinction between business and residence.

Errors: The record is in error if the delivery code is blank or invalid. Delivery codes must be in uppercase.

Required.

Phone numbers

The customer's day, evening, and third (fax or mobile) phone numbers.

Note: The Third Phone Number Type (L53) system control value determines whether the third phone number is labeled the Fax or Mobile number.

Alphanumeric, 14 positions each; optional.

Ext (Extension)

The extension of the customer's day, evening, and third (fax or mobile) phone number.

Note: The extension for the third phone number is not updated through the catalog request upload process.

Numeric, 4 positions; optional.

Email address

The customer's email address.

Alphanumeric, 30 positions; optional.

OptIn (Opt in/opt out)

Indicates the preferred method of correspondence for the customer email address.

Valid values are:

• All Emails = Email is the preferred method of correspondence.

• Order Emails Only = Use email for order-related correspondence only; generate a document for other correspondence.

• No Emails = Do not use email for any correspondence; generate a document instead.

• Do Not Ask = Do not ask the customer for his/her email address; the customer has already been asked and has declined to provide it. The system does not generate any email correspondence to the customer, even if an email address is specified.

Defaults from the Opt in/opt out field for the sold-to customer, and if blank, defaults from the Default Opt In/Opt Out Flag (G97) system control value, but you can override it.

Note: The above value uses the letter O, not the number 0 (zero).

Required.

Create catalog request?

Indicates whether to create a catalog request. Valid values are:

• selected = Create a catalog request.

• unselected = Do not create a catalog request.

Regardless of the setting in this field, the system may still create a new customer sold to; see the Perform duplicate check field.

Errors: The record is in error status if this field is not set to a valid value.

Perform duplicate check?

Indicates whether to perform a match code check to determine whether the catalog request represents a new customer. Valid values are:

• selected = Perform a duplicate check based on match code. If the catalog request matches an existing customer based on match code, do not create a new customer; use the existing customer record without updating it. If more than one existing customer has the same match code, use the first match.

• unselected = Do not perform a duplicate check based on match code; create a new customer record using the information in the catalog request.

Errors: The record is in error status if this field is not set to a valid value.

See Setting Up Match Codes (MMCH) for more information on match codes and duplicate checking.

File type

Indicates the source of the catalog request. This information is not validated against any tables in Order Management System.

Errors: The record is in error status if this field is blank. In this case, you cannot correct the record at this screen; instead, you can delete the record and recreate it, or update the table directly.

Alphanumeric, 10 positions; display-only.

Request date

The date when you received the request. The system does not update this field. If a date was indicated in the catalog request interface record, it appears here; however, you can change it.

Numeric, 6 positions (in user date format); optional.

Source

A code that identifies a list of names for this catalog mailing. The source code drives marketing, pricing, and freight information on an order.

Overrides: When you submit the requests for processing, the system assigns the Default Source Code for Batch Catalog Requests (D37) system control value if a valid source is not specified for the catalog request. In this situation, the offer for the record is reset, if necessary, to match the default source code.

Source codes are defined in and validated against the Source Code table. See Working with Source Codes (WSRC).

Alphanumeric, 9 positions; required.

Offer

The code for the catalog that the customer is requesting.

Overrides: The system defaults or overrides the offer in the catalog request record when you submit the requests for processing so that it matches the source code. If the offer is not specified, the job defaults the offer associated with the source code. If the offer does not match the source code, the job replaces this offer with the offer associated with the source code.

Errors: The record is in error status if both source code and offer are blank when you submit the records for processing. However, the record is corrected the next time you submit records for processing. The reason this correction occurs is that, the first time you submit the records, the job sets the source code field to the Default Source Code for Batch Catalog Requests (D37). The second time you submit the records, the job updates the Offer field to match the assigned source code.

Offer codes are defined in and validated against the Offer table. See Working with Offers (WOFR) for more information.

Alphanumeric, 3 positions; required.

Entity

The business unit in your company associated with the catalog request.

If the Track Customer History at Entity Level (F89) system control value is selected: When you submit the requests for processing, the system creates a Customer Sold To Entity record for the entity specified for the catalog request, if any. If no entity is specified for the catalog request, the system creates a Customer Entity record for the entity associated with the Default Source Code for Batch Catalog Requests (D37) system control value. (An entity is associated with a source code through the division assigned to the source code.).

Errors: The record is in error status if this field is not set to a valid entity. If the entity is not specified for the record, the system resets the entity to match the source code.

Entity codes are defined in and validated against the Entity table. See Working with Entities (WENT).

Numeric, 3 positions; required.