Copying Customer Attributes

This section provides an overview of customer attributes and discusses how to select customer information for copying.

Page Name

Definition Name

Usage

Copy Customer Page

CUSTOMER_COPY_SEC

Select information to copy from existing customers to new customers. You can also create customer templates that contain information that you repeat for multiple customers. If you use templates, attach a customer note to the customer template to prevent orders that are entered for the templates.

In Add mode, you can copy attributes from an existing customer or customer template to a new customer. These tables list the fields that the system copies from the Customer - General component when you select the corresponding option on the Copy Customer page.

Record: CUSTOMER, Copy View: CUSTCPY_VW

This table outlines the page, field name, and technical name for the CUSTOMER record.

Page

Field Name

Technical Field Name

CUST_BILLTO_SELECT

Exchange Rate Type

CUR_RT_TYPE

Currency Code

CURRENCY_CD

CUST_BILLTO_OPT

Exchange Rate Type

CUR_RT_TYPE

Currency Code

CURRENCY_CD

CUST_BILLTO_SELECT

Bill To Customer

BILL_TO_FLG

Consolidation Business Unit

CONSOL_BUS_UNIT

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

CUST_CORP_SELECT

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

CUST_CREDIT_PRFL1

Corporate Customer

CORPORATE_CUST_ID

SetID

CORPORATE_SETID

CUST_CRSPD_OPT1

Address Sequence Number

Address Sequence Number

Contact Sequence Number

CNTCT_SEQ_NUM

CUST_CRSPD_SELECT

Corporate Customer

CORPORATE_CUST_ID

SetID

CORPORATE_SETID

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

CUST_GENERAL1

Bill To Customer

BILL_TO_FLG

Broker

BROKER_FLG

Consolidation Business Unit

CONSOL_BUS_UNIT

Corporate Customer

CORPORATE_CUST_ID

SetID

CORPORATE_SETID

Exchange Rate Type

CUR_RT_TYPE

Currency Code

CURRENCY_CD

Customer Agency Location Code

CUSTOMER_ALC

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

Customer Type

CUSTOMER_TYPE

Customer Level

CUST_LEVEL

Grants Management

GRANTS_SPONSOR_FLG

Indirect Customer

INDIRECT_CUST_FLG

IPAC Interface (Federal Intergovernmental Payment and Collection interface)

IPAC_INTERFACE

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

SetID

SETID

CUST_GENERAL1 (continue)

Primary Bill To Address

ADDRESS_SEQ_NUM

Primary Ship To Address

ADDRESS_SEQ_SHIP

Primary Sold To Address

ADDRESS_SEQ_SOLD

Primary Indirect Address

ADDRESS_SEQ_IND

Primary Broker Address

ADDRESS_SEQ_BRK

Ship To Customer

SHIP_TO_FLG

Sold To Customer

SOLD_TO_FLG

Trading Partner

TRADING_PARTNER

Federal Indicator

FEDERAL_INDICATOR

CUST_GENERAL2

SetID

SETID

Vendor ID

VENDOR_ID

Vendor SetID

VENDOR_SETID

CUST_GENERAL_MISC

SubCustomer 1

SUBCUST_QUAL1

SubCustomer 2

SUBCUST_QUAL2

Stock Symbol

STOCK_SYMBOL

SubCustomer

SUBCUST_USE

Vendor ID

VENDOR_ID

Vendor SetID

Vendor SetID

Website URL

WEB_URL

SetID

CORPORATE_SETID

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

CUST_SHIPTO_SELECT

Indirect Customer

INDIRECT_CUST_FLG

Ship To Customer

SHIP_TO_FLG

CUST_SOLDTO_SELECT

 

Broker

BROKER_FLG

Sold To Customer

SOLD_TO_FLG

GM_SPNSR

CFDA Number

CFDA_NBR

Cost of Living Increase Pct (cost of living increase percentage)

COST_LIV_INCR_PCT

Sponsor Base

FA_SPNSR_BASE_ID

Foreign

FOREIGN_FLAG

Federal

GM_FEDERAL_FLAG

Letter of Credit Sponsor

GM_LOC_SPONSOR_ID

Letter of Credit

LOC_INDICATOR

Reports To Sponsor

REPORTS_TO_SPONSOR

SetID

SETID

Level

SPNSR_LEVEL

Program Type

SPNSR_PROGRAM

Sponsor Type

SPNSR_TYPE

US Flag Carrier Required

US_FLAG_CARRIER

Record: CUST_OPTION, Copy View: CUSTCPY_BILLO_V

This table lists the page name, field name, and object name for the CUST_OPTION record.

Page

Field Name

Technical Field Name

CUST_BILLTO_OPT

Maximum Write-off Amount

MAX_WRITE_OFF_AMT

Maximum Days Till Write-off

MAX_WRITE_OFF_DAYS

Maximum Write-off Percent

MAX_WRITE_OFF_PCT

AR Specialist (accounts receivable specialist)

AR_SPECIALIST

Billing Authority

BILLING_AUTHORITY

Billing Specialist

BILLING_SPECIALIST

Bill By Identifier

BILL_BY_ID

Billing Cycle Identifier

BILL_CYCLE_ID

Bill Inquiry Phone

BILL_INQUIRY_PHONE

Bill Type Identifier

BILL_TYPE_ID

Prompt for Billing Currency

BI_PROMPT_CURR

Deposit Percent

DEPOSIT_PCT

Disable Prices on Receipt

DISPLAY_PRICES

Holiday Processing Option

HOL_PROC_OPT

General Ledger Unit

BUSINESS_UNIT_GL

Collector

COLLECTOR

Consolidation Customer ID

CONSOL_CUST_ID

CUST_BILLTO_OPT (continue)

Invoice Consolidation Key

CONSOL_KEY

Consolidation Customer SetID

CONSOL_SETID

Credit Analyst

CR_ANALYST

Credit Card Profile

CRCARD_PROFILE_ID

Customer PO (customer purchase order)

CUSTOMER_PO

Direct Invoicing

DIRECT_INVOICING

AR Distribution Code (accounts receivable distribution code)

DST_ID_AR

Status as of Effective Date

EFF_STATUS

End Date

END_DATE

Freight Bill Type

FREIGHT_BILL_TYPE

InterUnit

INTERUNIT_FLG

Invoice Form

INVOICE_FORM_ID

Purchase Order Required

PO_REQUIRED

Start Date for Gen Standing PO (start date for general standing purchase order)

START_DATE

Direct Debit Group

DD_GROUP

Direct Debit Profile ID

DD_PROFILE_ID

Draft Approval

DRAFT_APPROVAL

CUST_BILLTO_OPT (continue)

Draft Document Required

DRAFT_DOC

Draft Type

DRAFT_TYPE

Discount Grace Days

GRACE_DISC_DAYS

Due Grace Days

GRACE_DUE_DAYS

MICR ID (magnetic ink character recognition ID)

MICR_ID

Partial Payment Switch

PARTIAL_PY_SW

Payment Method

PAYMENT_METHOD

Payment Predictor Hold

PP_HOLD

Payment Predictor Method

PP_METHOD

Payment Terms ID

PYMNT_TERMS_CD

Reference Qualifier Code

REF_QUALIFIER_CODE

Record: CUST_BILLTO, Copy View: CUSTCPY_BILL2_V

This table outlines the page, field name, and technical name for the CUST_BILLTO record.

Page

Field Name

Technical Field Name

CUST_SOLDTO_SELECT

Customer

BILL_TO_CUST_ID

Sldto Priority Nbr (sold to priority number)

SLDTO_PRIORITY_NBR

Record: CUST_CREDIT, Copy View: CUSTCPY_CRED_VW

This table outlines the page, field name, and technical name for the CUST_CREDIT record.

Page

Field Name

Technical Field Name

CUST_CREDIT_PRFL1

Credit Class

CREDIT_CLASS

Risk Code

RISK_CODE

Rate Type

RT_TYPE

Aging Category

AGING_CATEGORY

1099-c Reporting

AR_1099C

Aging ID

AGING_ID

Backlog Days

BACKLOG_DAYS

% Over Limit (percent over limit)

CORPCR_PCT_OVR

Credit Check

CREDIT_CHECK

Credit Limit

CR_LIMIT

Corporate Credit Limit

CR_LIMIT_CORP

Corporate Credit Limit Date

CR_LIMIT_CORP_DT

Corporate Credit Check Algorithm

CR_CHK_ALG_PROFILE

Use Corporate Summary Table

CR_SUM_PROFILE

Credit Limit Date

CR_LIMIT_DT

Limit Range % (limit range percentage)

CR_LIMIT_RANGE

Credit Limit Review Date

CR_LIMIT_REV_DT

Corporate Limit Range % (corporate limit range percentage)

CR_LIM_CORP_RANGE

Currency Code

CURRENCY_CD

% Over Limit (percentage over limit)

CUSTCR_PCT_OVR

Maximum Order Amount

MAX_ORDER_AMT

Record: PROD_CUST_ALIAS, Copy View: CUSTCPY_ALIAS_V

This table outlines the page, field name, and technical name for the PROD_CUST_ALIAS record.

Page

Field Name

Technical Field Name

CUST_SOLD_PRDALIAS

Customer Product ID

PRODUCT_ALIAS

Product ID

PRODUCT_ID

SetID

SETID

Description

DESCR

Record: PRODCTLG_CUST, Copy View: CUSTCPY_PRDCT_V

This table outlines the page, field name, and technical name for the PRODCTLG_CUST record.

Page

Field Name

Technical Name

CUST_SOLD_PRODCTLG

Catalog Number

CATALOG_NBR

Record: CUST_SHIPTO, Copy View: CUSTCPY_SHIP2_V

This table outlines the page, field name, and technical name for the CUST_SHIPTO record.

Page

Field Name

Technical Field Name

CUST_SOLDTO_SELECT

Ship To Customer

SHIP_TO_CUST_ID

Sldto Priority Nbr (sold to priority number)

SLDTO_PRIORITY_NBR

Record: CUST_SHEX_BLK, Copy View: CUSTCPY_SHEXB_V

This table outlines the page, field name, and technical name for the CUST_SHEX_BLK record.

Page

Field Name

Technical Field Name

CUST_SHIPTO_EXCPT

From Date/Time

DTTM_FROM

To Date/Time

DTTM_TO

Record: CUST_SHEX_DT, Copy View: CUSTCPY_SHEXD_V

This table outlines the page, field name, and technical name for the CUST_SHEX_DT record.

Page

Field Name

Technical Field Name

CUST_SHIPTO_EXCPT

Day of Week

SHIP_DAY

From Time

TIME_FROM

To Time

TIME_TO

Record: CUST_SHIPTO_OPT, Copy View: CUSTCPY_SHIPO_V

This table outlines the page, field name, and technical name for the CUSTCPY_SHIPO_V record.

Page

Field Name

Technical Field Name

CUST_SHIPTO_OPT1

Allow Overpick

ALLOW_OVERPICK_FLG

Cancel Backorder

BCKORDR_CNCL_FLAG

Distribution Network Code

DS_NETWORK_CODE

Status as of Effective Date

EFF_STATUS

Carton Label Format ID

LABEL_FORMAT_ID2

Ship Container Label Format ID

LABEL_FORMAT_ID3

Language Code

LANGUAGE_CD

Max Picking Tolerance (maximum picking tolerance)

MAX_PICK_TOLERANCE

Number of Days Early

SHIP_EARLY_DAYS

Days Allowed After Request Dt (days allowed after request date)

SHIP_LATE_DAYS

Partial Schedules

SHIP_PARTIAL_FLAG

Partial Order

SHIP_PARTIAL_ORD

Ship Prior to Request Date

SHIP_PRIOR_FLAG

Single Ship Flag

SINGLE_SHIP_FLAG

Store Number

STORE_NUMBER

Automated Exporter Rptg Prgm (automated exporter reporting program)

AERP

CUST_SHIPTO_OPT1 (continued)

Carrier ID

CARRIER_ID

Export Carrier ID

CARRIER_ID_EXP

Canadian Customs Invoice

CCI_REQ_EXP

Certificate of Origin

COO_REQ_EXP

Flag Orders for Export

EXPORT_ORDER_FLG

Freight Terms Code

FREIGHT_TERMS

Export Freight Terms Code

FREIGHT_TERMS_EXP

Insurance Required

INSURANCE_REQD

Military End User Flag

MILITARY_FLG

North American Free Trade Agmt (North American Free Trade Agreement)

NAFTA_REQ_EXP

Shippers Export Declaration

SED_REQ_EXP

Export Shipping Priority

SHIP_PRIORITY_EXP

Shipping Priority Code

SHIP_PRIORITY_ID

Ship Via Code

SHIP_TYPE_ID

Export Shipping Method

SHIP_TYPE_ID_EXP

CUST_SHIPTO_OPT2

Source Business Unit

BUSINESS_UNIT_IN

Container Control

CONTAINER_CONTROL

Customer PO Number (customer purchase order number)

DEFAULT_PO

Status as of Effective Date

EFF_STATUS

Lot Control

LOT_CONTROL

Reorder Range Percentage

RANGE_PCT

Reorder Quantity Option

REORD_QTY_OPTION

Replenishment Calc Period

REPL_CALC_PERIOD

Goods Consigned at Customer

SELL_CONSIGNED_FLG

Serial Control

SERIAL_CONTROL

Staged Date Control

STAGED_DATE_CNTRL

Stock-In Rate

STOCKOUT_RATE

VMI Enabled Customer

VMI_CUST_FLG

VMI Manager

VMI_MANAGER

Reorder Range Check

VMI_REORDER_CHK

Record: CUST_SOLDTO_OPT, Copy View: CUSTCPY_SOLDO_V

This table outlines the page, field name, and technical name for the CUST_SOLDTO_OPT record.

Page

Field Name

Technical Field Name

CUST_SOLDTO_OPT

Status as of Effective Date

EFF_STATUS

Adjustment To BA Allowed

ADJUST_BAPRC_FLG

Receipt Verification

RECEIPT_TRACK_FLG

UPN Type Code

UPN_TYPE_CD

VMI Order Consolidation (Supplier managed inventory order consolidation)

VMI_ORDER_CONSOL

Order Verification

VMI_ORDER_VERIFY

Freight Charge Method

FRT_CHRG_METHOD

Grace Pricing Discount Days

GRACE_PRICE_DAYS

Carton Label Format ID

LABEL_FORMAT_ID2

Ship Container Label Format ID

LABEL_FORMAT_ID3

Weight and Volume

LOAD_PRICE_RULE

Exclusive Pricing ID

PRICE_PROGRAM

Arbitration Plan

EOEP_ARB_ID

Product Source

PROD_ID_SRC

Allow Product Substitutions

PROD_SUBSTITUTE

Restocking Fee

RESTOCK_FEE_FLAG

Record: CUST_TEAM, Copy View: CUSTCPY_TEAM_VW

This table outlines the page, field name, and technical name for the CUST_TEAM record.

Page

Field name

Technical Field Name

CUST_GENERAL1

Default

DEFAULT_FLAG

Support Team Code

SUPPORT_TEAM_CD

Record: CUST_SIC_CODES, Copy View: CUSTCPY_SIC_VW

This table outlines the page, field name, and technical name for the CUST_SIC_CODES record.

Page

Field Name

Technical Field Name

CUST_GENERAL2

SIC Code Type (standard industry classification code type)

SIC_CD_QUAL

Standard Industry Code

SIC_CODE

Record: CUST_HIERARCHY, Copy View: CUSTCPY_HIER_VW

This table outlines the page, field name, and technical name for the CUST_HIERARCHY record.

Page

Field Name

Technical Field Name

CUST_SOLD_HIERARCH

Classification

CLASSIFICATION

Division

PM_DIVISION

Region

PM_REGION

Syndicated Number

PM_SYNDICATED_NUM

Syndicated Data Type

PM_SYNDICATED_TYPE

Territory

PM_TERRITORY

Record: CUST_PM_CHANNEL, Copy View: CUSTCPY_CHNL_VW

This table outlines the page, field name, and technical name for the CUST_PM_CHANNEL record.

Page

Field Name

Technical Field Name

CUST_SOLD_HIERARCH

Primary Channel

CHANNEL_PRIMARY

Customer Channel

CUST_CHANNEL

Record: CUST_BROKER, Copy View: CUSTCPY_BRKR_VW

This table outlines the page, field name, and technical name for the CUST_BROKER record.

Page

Field Name

Technical Field Name

CUST_SOLDTO_SELECT

Broker ID

BROKER_ID

Sold To Priority

SLDTO_PRIORITY_NBR

Record: CUST_INDIRECT, Copy View: CUSTCPY_INDR_VW

This table outlines the page, field name, and technical name for the CUST_INDIRECT record.

Page

Field Name

Technical Field Name

CUST_SHIPTO_SELECT

Indirect Customer ID

INDIRECT_CUST_ID

Ship To Priority

SHPTO_PRIORITY_NBR

Record: CUST_ADDR_SEQ and CUST_ADDRESS, Copy View: CUSTCPY_ADDSEQ_V and CUSTCPY_ADDR_VW

This table outlines the page, field name, and technical name for the CUST_GENERAL1 record.

The visibility of some of the fields in this record depends on the country that is specified.

Page

Field Name

Technical Field Name

CUST_GENERAL1

Eff Date (effective date)

EFFDT

Status as of Effective Date

EFF_STATUS

Language Code

LANGUAGE_CD

Country

COUNTRY

Address 1

ADDRESS1

Address 2

ADDRESS2

Address 3

ADDRESS3

Address 4

ADDRESS4

City

CITY

Number 1

NUM1

Number 2

NUM2

House Type

HOUSE_TYPE

Address Field 1

ADDR_FIELD1

Address Field 2

ADDR_FIELD2

Address Field 3

ADDR_FIELD3

County

COUNTY

State

STATE

Postal

POSTAL

CUST_GENERAL1 (continued)

GeoCode (geographical code)

GEO_CODE

In City Limit

IN_CITY_LIMIT

Address Sequence Number

ADDRESS_SEQ_NUM

Bill To Address

BILL_TO_ADDR

Broker Address

BROKER_ADDR

Correspondence

CRSPD_TO_ADDR

Description

DESCR

Indirect Customer Address

INDIRECT_ADDR

Ship To Address

SHIP_TO_ADDR

Sold To Address

SOLD_TO_ADDR

Use the Copy Customer page (CUSTOMER_COPY_SEC) to select information to copy from existing customers to new customers.

You can also create customer templates that contain information that you repeat for multiple customers. If you use templates, attach a customer note to the customer template to prevent orders that are entered for the templates.

Field or Control

Definition

Customer ID

Select the ID for the customer whose information you want to copy to the new customer.

Data To Copy

Select check boxes in the Data to Copy group box to copy to the new customer.

Bill To Options, Ship To Options, Sold To Options, and Hierarchy elements, descriptionshierarchy (general customer information)

Enter an effective date when you select any of these check boxes.

Bill To Customers and Ship To Customers

Select to include bill to and ship to customers who are linked with the sold to customer.

Broker Customers and Indirect Customers

Select to include brokers who are associated with sold to customers and indirect customers who are associated with ship to customers, respectively. The system reads the data from the customer copy views and copies it to the associated data table. When you save the General Info page, the system saves all of the copied data for the new customer.

Note: The system does not copy all customer fields. It does not copy unique fields, such as customer names. To modify the copy function to include a field that is not currently copied, add the field name to the associated copy view and then create the view again. To prevent copying a field, remove that field from the copy view. The CNTCT_SEQ_NUM, CNTCT_SEQ_SHIP, and CNTCT_SEQ_SOLD contact fields are no longer copied. Set up this contact information on the Contact Customer page.