Field

Description

Type

This field indicates the source of the catalog request.

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

E-Commerce and phone interface catalog requests: Catalog requests received through the e-commerce catalog request process or phone interface 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 file, the system will assign the Default Source Code for Batch Catalog Requests (D37) system control value when you press F9 to submit the interface records for processing.

Alphanumeric, 9 positions; optional.

Name

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

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

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

Date

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

Numeric, 6 positions (MMDDYY format); optional.

St (Status)

This field 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 will not be able to correct the record; you will need to delete it and recreate it.

P = The CATALOGREQ job is currently running; you will not be able to work with the record until this job is complete.

blank = The record is currently open. When you press F9 to submit the interface records for processing, the CATALOGREQ job will evaluate the record for errors and, if it is error-free, the job will perform the processing described Processing Requests.

Alphanumeric, 1 position; optional.

Field

Description

Individual

The following fields can hold the individual’s full name:

Prefix

A title (such as "Mrs." or "Dr.") that precedes the individual’s name. The prefix will print on labels, reports, etc.

If the Validate Prefix (I27) system control value is set to Y, your entry is validated against the Prefix file; see Working with Prefix Codes (WPFX).

Alphanumeric, 3 positions; optional.

First Name

The individual’s first name.

Alphanumeric, 15 positions; required if last name is not present.

Initial

The initial of the individual’s middle name.

Alphanumeric, 1 position; optional.

Last Name

The individual’s last name.

Alphanumeric, 25 positions; required if first name is not present.

Suffix

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

Alphanumeric, 3 positions; optional.

Errors: The record will be in error status if both the first name and last name are blank, but any of the other individual fields (Initial, Position, Department, Individual e-mail address, or Individual mail stop) are populated.

Note:

• These fields display only if individual information was received through the catalog request interface. If you do not have the Enable Catalog Request at Individual Level (H81) system control value set to Y, the system will not allow you to complete entry of an individual on this screen; however, the system does not prevent you from sending an individual as part of a catalog request through the e-commerce interface, and the catalog request (and individual, if new) will be created if there are no errors.

The individual’s name will print on the catalog request label only if you have the Label 1-Up Printing Program (C83) system control value set to MSR1286, or the Label 4-Up Printing Program (C84) system control value set to MSR1287; otherwise, the sold-to customer’s name only will print.

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 will print on labels, reports, etc.

If the Validate Prefix (I27) system control value is set to Y, your entry is validated against the Prefix file; 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 will print on labels, reports, etc., but is not accessible to scans.

Errors: The record will be 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 will be 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 will be 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.

Position

This code represents the individual's position within the organization. Position codes are defined in and validated against the Individual Position file; see Chapter 40: Working with Individual Positions (WPOS).

Note: This field displays only if individual information was received through the catalog request interface. If you do not have the Enable Catalog Request at Individual Level (H81) system control value set to Y, the system will not allow you to complete entry of an individual on this screen; however, the system does not prevent you from sending an individual as part of a catalog request through the e-commerce interface, and the catalog request (and individual, if new) will be created if there are no errors.

Errors: The record will be in error status if:

• the position code is not valid

• the position code is blank, but there is an individual name

• the position field is populated, but there is no individual information

Alphanumeric, 3 positions; required if there is an individual on the catalog request.

Department

This code represents the individual's department within the organization. Department codes are either required, optional, or invalid, depending on how the individual's position code is defined. Department codes are defined in and validated against the Individual Department file; see Chapter 39: Working with Individual Departments (WDPM).

Note: This field displays only if individual information was received through the catalog request interface. If you do not have the Enable Catalog Request at Individual Level (H81) system control value set to Y, the system will not allow you to complete entry of an individual on this screen; however, the system does not prevent you from sending an individual as part of a catalog request through the e-commerce interface, and the catalog request (and individual, if new) will be created if there are no errors.

Errors: The record will be in error status if:

• a department is required for the position, and the department field is blank

• a department is not allowed for the position, and the department field is populated

• the department code is not valid

• the department field is populated, but there is no individual information

Alphanumeric, 3 positions; may be required, optional, or invalid if there is an individual on the catalog request, depending on the position code selected.

Postal code

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

Errors: The record will be in error status if 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.

Postal codes are defined in and validated against the Zip/City/State file. See Chapter 15: Setting Up the Postal Code File (WZIP).

Alphanumeric, 10 positions; required.

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.

Errors: The record will be in error status if there is not a valid state code. State codes must be in uppercase.

State codes are defined in and validated against the State file, accessible through the Work with Countries menu option; see Chapter 14: Setting Up the Country File (WCTY).

Alphanumeric, 2 positions; required if the Require state? field for the country is set to Y.

Country

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

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 will be in error status if there is not a valid country code. Country codes must be in uppercase.

See Chapter 14: Setting Up the Country File (WCTY).

Alphanumeric, 3 positions; required.

Delivery code

This value identifies a business (commercial) or residential address. This value is used to calculate shipping charges for shippers that use rate tables (such as U.P.S.).

B = Business rate table determines shipping charges.

R = Residential rate table determines shipping charges.

N = No distinction between business and residence.

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

Alphanumeric, 1 position; required.

Phone numbers

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

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 (mobile or fax) phone number.

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

Numeric, 4 positions; optional.

Individual phone numbers

The individual’s daytime, evening, and third (mobile or fax) telephone numbers.

Note:

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

• Included only if individual information was received through the catalog request interface. If you do not have the Enable Catalog Request at Individual Level (H81) system control value set to Y, the system will not allow you to complete entry of an individual on this screen; however, the system does not prevent you from sending an individual as part of a catalog request through the e-commerce interface, and the catalog request (and individual, if new) will be created if there are no errors.

• You cannot update the individual’s phone extensions through the catalog request upload.

Alphanumeric, 14 positions each; 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:

O1 (Email): Email is the preferred method of correspondence.

O2 (Order-only email): Use email for order-related correspondence only; generate a spool file for other correspondence.

O3 (No email): Do not use email for any correspondence; generate a spool file instead.

O4 (Do not ask customer): 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.

This value 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).

Alphanumeric, 2 positions; required.

Individual email address

The individual’s email address.

Note: This field displays only if individual information was received through the catalog request interface. If you do not have the Enable Catalog Request at Individual Level (H81) system control value set to Y, the system will not allow you to complete entry of an individual on this screen; however, the system does not prevent you from sending an individual as part of a catalog request through the e-commerce interface, and the catalog request (and individual, if new) will be created if there are no errors.

Alphanumeric, 50 positions; optional.

Ind OptIn (Individual opt in/opt out)

Indicates the preferred method of correspondence for the individual email address. Valid values are:

O1 (Email): Email is the preferred method of correspondence.

O2 (Order-only email): Use email for order-related correspondence only; generate a spool file for other correspondence.

O3 (No email): Do not use email for any correspondence; generate a spool file instead.

O4 (Do not ask customer): 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.

This value 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).

Note: This field displays only if individual information was received through the catalog request interface. If you do not have the Enable Catalog Request at Individual Level (H81) system control value set to Y, the system will not allow you to complete entry of an individual on this screen; however, the system does not prevent you from sending an individual as part of a catalog request through the e-commerce interface, and the catalog request (and individual, if new) will be created if there are no errors.

Outbound email API: The opt in/opt out settings controls the generation of the Outbound Email XML Message (CWEmailOut) using the same logic as the generation of outbound emails. See Outbound Email API for an overview.

Alphanumeric, 2 positions; required.

Individual mail stop

The individual's delivery address within the organization.

Note:

• This field displays only if individual information was received through the catalog request interface. If you do not have the Enable Catalog Request at Individual Level (H81) system control value set to Y, the system will not allow you to complete entry of an individual on this screen; however, the system does not prevent you from sending an individual as part of a catalog request through the e-commerce interface, and the catalog request (and individual, if new) will be created if there are no errors.

• This field will print on the catalog request label only if you have the Label 1-Up Printing Program (C83) system control value set to MSR1286, or the Label 4-Up Printing Program (C84) system control value set to MSR1287.

Alphanumeric, 32 positions; optional.

Create cat request? (Create catalog request?)

This field indicates whether to create a catalog request. Valid values are:

Y = Create a catalog request.

N = 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 will be in error status if this field is not set to a valid value.

Alphanumeric, 1 position; required.

Perform duplicate chk? (Perform duplicate check?)

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

Y = 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.

N = 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 will be in error status if this field is not set to a valid value.

See Chapter 19: Setting Up Match Codes (MMCH) for more information on match codes and duplicate checking.

Alphanumeric, 1 position; required.

File type

This field indicates the source of the catalog request. This information is not validated against any files in CWDirect.

Errors: The record will be in error status if this field is blank, and you will not be able to correct the record at this screen; instead, you can delete the record and recreate it, or update the file 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.

Note: Although this date appears as a 6-position numeric field, it is stored in the file as a 7-position alphanumeric field; the first position represents the century (0=1900s and 1=2000s).

Numeric, 6 positions (MMDDYY format); optional.

Source

A code that identifies a list of names for this catalog mailing. The source code drives marketing, forecasting, 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 will be reset, if necessary, to match the default source code.

Source codes are defined in and validated against the Source Code file. See Marketing Chapter 6: 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 will be in error status if both source code and offer are blank when you submit the records for processing. However, the record will be 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 file. See Marketing Chapter 2: 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 set to Y: 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 will be 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 file. See Accounts Payable Chapter 1: Working with Entities (WENT).

Numeric, 3 positions; required.