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 not going to 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.