Sold-to (Sold-to customer number)

A number assigned by the system to identify the customer. The system assigns a Sold-to number to every customer placing an order.

Numeric, 9 positions; display-only, assigned by the system.

Order#

A unique number assigned by the system to identify an order.

Numeric, 8 positions; display-only, assigned by the system.

Ship-to number (unlabeled field separated by the Order # field by a hyphen)

This value indicates the number of shipping addresses on the order. The system assigns a sequential ship-to number to every order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only, assigned by the system.

Order date

The processing date for the order. The order date defaults to the current date, but you can override it.

Numeric, 6 positions (MMDDYY format); display-only).

Attention

The person who should receive the order.

Alphanumeric, 30 positions; optional.

Name

5 fields are available for you to enter the customer's full name:

Prefix

A title that belongs before the customer's name, such as "Mrs." or "Dr."

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 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 has not been entered.

Suffix

An addition to the customer's full name, such as "M.D.", "Fr.", or "III."

Alphanumeric, 3 positions; optional.

Company

The name of the company placing the order.

Alphanumeric, 30 positions; required if Last name has not been entered.

Address

Four address fields are available for you to enter a complete and specific customer address.

Address line #1

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

Enter P.O. Box and the box number if the customer's address represents a post office box.

Example: Enter P.O. Box 9999 in the Street field to indicate delivery to a post office box instead of a home or company address.

Alphanumeric, 32 positions; required.

Address lines #2-#4

(unlabeled fields under initial Address field) Additional address fields for international or business addresses. Although the primary delivery address (address line #1) is required, you may add additional address lines when necessary to pinpoint a customer's address.

Alphanumeric, three 32-position lines; optional.

Apt/Suite (Apartment/Suite)

The customer's apartment, suite, rural route or floor number.

You can enter any type of information in this field to further identify the address. This information prints next to the primary street address on labels.

To enter an apartment or suite address:

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

2. Insert a space.

3. Enter the number of the apartment or suite, such as: APT 4 or STE 1164A.

Alphanumeric, 10 positions; optional.

Postal code

The postal code or zip code for this customer. This code represents a delivery area. The system calls a user-defined program to validate postal code formats outside of CWDirect if you enter Y in the External Postal Code Validation (E62) system control value.

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 resides or receives mail or shipments. State codes are defined in and validated against the State file, which is accessible through the Work with Countries menu option; see Customer Service Setting Up the Country File (WCTY).

Alphanumeric, 2 positions; required.

Ctry (Country)

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

Alphanumeric, 3 positions; required.

Delivery

This value identifies a business (commercial) or residential address. This value is used when you ship an order by a carrier that uses business or consumer rate tables (such as UPS).

B = Business rate table will be used to determine shipping charges.

R = Residential rate table will be used to determine shipping charges.

N = No distinction between business and residential (not valid for UPS).

Alphanumeric, 1 position; required.

Cust class (Customer class code)

A code that categorizes the consumer environment at a high level for reporting purposes. You can use a customer class code to:

• direct offerings to a limited customer group

• restrict item sales to a group of customers, for example, restricting the sale of guns to minors

• set a default for bypassing item reservation for a group of customers

• generate a list of customers for reporting purposes, or segment reports by class code

If the customer is a new customer, the system defaults the customer class code defined in the Default Customer Class in Order Entry (D63) system control value to this field.

If the customer is an existing customer, the assigned customer class code defaults.

If you enter a new customer class code in this field, the system updates the Customer Sold To file with the code you entered.

Required? The Require Customer Class in OE, WCAT, and WCST (H85) system control value defines whether this field is required.

Secured? The Maintenance of Customer Class Field (B07) secured feature defines whether you can enter or maintain the customer class field at this screen.

See Customer Service Setting Up the Customer Class File (WCCL) on working with customer classes.

Numeric, 2 positions; optional.

Mail

This value identifies whether to send mail to the customer. Valid values are:

Y= Send mail to the customer.

N = Do not send mail to the customer.

The value defined in the Default Mail Name (D10) system control value, if any, defaults here.

Alphanumeric, 1 position; required.

Rent

This value identifies whether to include the customer's name in lists that you rent. Valid values are:

Y = Rent the customer's name.

N = Do not rent the customer's name.

The value defined in the Default Rent Name (D11) system control value, if any, defaults here.

Alphanumeric, 1 position; required.

OptIn

Indicates the preferred method of correspondence. 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 the 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.

Note: The above values use the letter O, not the number 0 (zero).

The system updates this field when you change the setting of the Opt in/Opt out value at any other screen, such as customer maintenance, order maintenance, or catalog requests.

When you update this setting: The opt-in/out setting is not stored on the order itself. When you change the opt-in/out setting here, the system updates the opt-in/out setting for the email address used on the order in the Customer Sold To Email Address file. If the order-level email address is also the customer’s primary email address, the system also updates the customer’s default opt-in/out setting. See Email Address Updates through Interactive Order Entry for more information.

Email notifications: See When Does the System Generate an Email Notification? for an overview.

Alphanumeric, 2 positions; required.

Mail code

This value indicates when, and under what circumstances, to send mail to the customer. This field allows you to define the customer's mail preferences with more precision than the Mail field. Mail codes are defined in and validated against the Mail/Call Code file; see Customer Service Working with Mail/Call Codes (WMCC).

If you leave this field blank, the value from the Mail field will default.

Alphanumeric, 3 positions; optional.

Call code

This code specifies how often, and under what conditions, you will call the customer.

Call codes are defined in and validated against the Mail/Call Code file. See Working with Mail/Call Codes (WMCC).

Alphanumeric, 3 positions; optional.

Telephone

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

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

You can define a telephone number format to map to the phone numbers operators enter into the system. Telephone number formats are defined by arranging numbers and special characters such as hyphens and parenthesis in the same order and position as the numbers in a phone number would display. When an operator enters a phone number, the system compares the number of numeric characters in the phone number with the telephone number formats you have defined. In order to match a format, the phone number must have the same number of numeric positions as a telephone number format. If the system cannot find a match, the phone number does not map to a telephone number format and displays as it was entered by the operator.

Example:

An operator enters a phone number containing 10 numbers: 5084293197

The telephone number format used in the United States to represent an area code, local exchange and local phone number is: (508) 429-3197

When an operator enters a phone number containing 10 numbers (as in the example), the phone number displays so that the first 3 numbers are in parenthesis and a hyphen is between the sixth and seventh numbers, regardless of how the operator entered it into the system. If an operator enters a phone number containing 6 numbers, for example 4293197 and no format exists for 6 numbers, the phone number would display as it was entered (4293197). See Customer Service Setting Up the Country File (WCTY).

The system calls a user-defined program to validate phone numbers outside of CWDirect if you enter Y in the External Validation for Phone Number (E64) system control value.

Alphanumeric, 14 positions; optional.

Ext (Extension)

The extension of the customer's telephone numbers.

Alphanumeric, 4 positions; optional.

Email address

The email address for this order.

Order-level email address: The email address defaults from the individual placer on the order, if any; otherwise, it defaults from the customer’s primary email address. A plus sign (+) indicates that there are additional email addresses on record for the customer. When you press Enter, the system adds the order-level email address to the Customer Sold To Email Address file, if it is not already there. See Working with an Order-Level Email Address for more information.

Email format validation: See Email Address Validation for information on how the system verifies that your entry is formatted correctly.

Email notifications: This field must contain an email address for the system to send the customer automatic email notifications, such as backorder or soldout notifications. See When Does the System Generate an Email Notification?

Fraud checking: The order goes on EO hold if this email address matches an email address in the Miscellaneous Fraud file; see Working with Miscellaneous Frauds (WMFF).

Alphanumeric, 50 positions; optional.