Understanding Customer Conversion Fields

When converting customer information, field mappings fall into one of three types:

  1. Field values, such as customer name, that map directly from the legacy system to the PeopleSoft system.

  2. Field values that must be translated from the legacy value to a PeopleSoft value.

  3. Fields that do not appear at all in the legacy system.

    You must assign a value to these fields during conversion.

This table lists additional information that you may need to develop the customer conversion:

Record Name

Field Name

Edit Table

Required

CUSTOMER

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

CUST_STATUS

Yes

CUST_STATUS_DT

No

STCUST_DAYS

No

EXPIRATION_DATE

No

EXP_PENDING

No

TEMPLATE_ADDR

No

CUSTOMER_TYPE

Yes

SINCE_DT

Yes

ADD_DT

Yes

NAME1

Yes

NAMESHORT

Yes

NAME2

No

NAME3

No

NAME1_AC

No

NAME2_AC

No

NAME3_AC

No

ADDRESS_SEQ_NUM

%EDITTABLE3

Yes

CORPORATE_SETID

SP_SETID_NONVW

Yes

CORPORATE_CUST_ID

CUST_CC_A1S_VW

Yes

PARENT_SETID

No

PARENT_CUST_ID

No

REMIT_FROM_SETID

SP_SETID_NONVW

No

REMIT_FROM_CUST_ID

CUST_REM_A1S_VW

No

CRSPD_SETID

SP_SETID_NONVW

No

CRSPD_CUST_ID

CUST_CR_A1S_VW

No

CONSOL_BUS_UNIT

BI_CONSOL_BU_VW

No

VENDOR_SETID

SP_SETID_NONVW

No

VENDOR_ID

VENDOR_AR2

No

REFER_TO_SETID

SP_SETID_NONVW

No

REFER_TO_CUST_ID

No

REVIEW_DAYS

No

FORMER_NAME_1

No

FORMER_NAME_2

No

CNTCT_SEQ_NUM

CUST_CONTACT

No

SUBCUST_USE

Yes

SUBCUST_QUAL1

SUBCUST_Q1_TBL

No

SUBCUST_QUAL2

SUBCUST_Q2_TBL

No

CUR_RT_TYPE

RT_TYPE_TBL

Yes

CURRENCY_CD

CURRENCY_CD_TBL

Yes

SHIP_TO_FLG

Yes

BILL_TO_FLG

Yes

SOLD_TO_FLG

Yes

BROKER_FLG

Yes

INDIRECT_CUST_FLG

Yes

CUST_LEVEL

No

ADDRESS_SEQ_SOLD

Yes

CNTCT_SEQ_SOLD

No

ADDRESS_SEQ_SHIP

Yes

CNTCT_SEQ_SHIP

No

ADDRESS_SEQ_BRK

No

ADDRESS_SEQ_IND

No

HOLD_UPDATE_SW

No

ROLEUSER

ROLEXLATOPR_VW

No

TAXPAYER_ID

No

WEB_URL

No

STOCK_SYMBOL

No

REPORTS_TO_SPONSOR

GM_CUSTOMER_VW

No

SPNSR_LEVEL

GM_SPNSR_LEVEL

No

SPNSR_TYPE

GM_SPNSR_TYPE

No

SPNSR_PROGRAM

GM_SP_PROG_TYPE

No

COST_LIV_INCR_PCT

No

CFDA_NBR

No

ALLOW_COPI

No

MULTI_PI

No

FOREIGN_FLAG

No

FED_SP_TYPE

GM_FED_SP_TYPE

No

OFAC_STATUS

No

REASON_CD

FSS_REASON_VW

No

FSS_OFFSET_DAYS

No

GM_FEDERAL_FLAG

No

US_FLAG_CARRIER

No

LOC_INDICATOR

No

GM_LOC_SPONSOR_ID

GM_LOC_SP_VW

No

GGOV_FLG

No

FA_SPNSR_BASE_ID

GM_FA_BASE_DTL

No

GM_DEL_LOC_REFS_SW

No

GRANTS_SPONSOR_FLG

No

SPNSR_SALARY_CAP

No

FEDERAL_INDICATOR

No

TRADING_PARTNER

No

IPAC_INTERFACE

No

CNTCT_SEQ_IPAC

No

CUSTOMER_ALC

AGENCY_LOC_CD

No

CUSTOMER_DO

No

SYMBOL_REQ

No

SOURCE_SYSTEM

No

FED_SHARE_PCT

No

CONT_ALLOW_PCT

No

CONT_NO_ALLOW_PCT

No

CUST_FIELD_C1_A

No

CUST_FIELD_C1_B

No

CUST_FIELD_C1_C

No

CUST_FIELD_C1_D

No

CUST_FIELD_C2

No

CUST_FIELD_C4

No

CUST_FIELD_C6

No

CUST_FIELD_C8

No

CUST_FIELD_C10_A

No

CUST_FIELD_C10_B

No

CUST_FIELD_C10_C

No

CUST_FIELD_C10_D

No

CUST_FIELD_C30_A

No

CUST_FIELD_C30_B

No

CUST_FIELD_C30_C

No

CUST_FIELD_C30_D

No

CUST_FIELD_N12_A

No

CUST_FIELD_N12_B

No

CUST_FIELD_N12_C

No

CUST_FIELD_N12_D

No

CUST_FIELD_N15_A

No

CUST_FIELD_N15_B

No

CUST_FIELD_N15_C

No

CUST_FIELD_N15_D

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_ADDRESS

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

ADDRESS_SEQ_NUM

Yes

EFFDT

Yes

EFF_STATUS

Yes

ALT_NAME1

No

ALT_NAME2

No

LANGUAGE_CD

No

TAX_CD

TAX_SU_HDR_VW

No

COUNTRY

COUNTRY_TBL

No

ADDRESS1

No

ADDRESS2

No

ADDRESS3

No

ADDRESS4

No

CITY

No

NUM1

No

NUM2

No

HOUSE_TYPE

No

ADDR_FIELD1

No

ADDR_FIELD2

No

ADDR_FIELD3

No

COUNTY

No

STATE

%EDIT_STATE

No

POSTAL

No

GEO_CODE

No

IN_CITY_LIMIT

No

COUNTRY_CODE

No

PHONE

No

EXTENSION

No

FAX

No

PHYSICAL_NATURE

No

VAT_SVC_PERFRM_FLG

No

LAST_EXP_CHK_DTTM

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

URL_LONG

No

CUST_ADDR_SEQ

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

ADDRESS_SEQ_NUM

Yes

DESCR

No

BILL_TO_ADDR

Yes

SHIP_TO_ADDR

Yes

SOLD_TO_ADDR

Yes

CRSPD_TO_ADDR

Yes

BROKER_ADDR

No

INDIRECT_ADDR

No

RFID_ENABLED

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_ATT

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

SCM_ATTACH_ID

No

ATT_VERSION

No

ATTACHSYSFILENAME

No

ATTACHUSERFILE

No

ATTACH_TYPE

FO_ATTACH_TYPE

No

DESCR

No

CUST_BILLTO

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

BILL_TO_CUST_ID

CUST_BI_A1S_VW

Yes

SLDTO_PRIORITY_NBR

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_BROKER

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

BROKER_ID

CUST_BRK_A1S_VW

Yes

SLDTO_PRIORITY_NBR

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_CGRP_LNK

SETID

SP_SETID_NONVW

Yes

CUST_ID

Yes

CUST_GRP_TYPE

Yes

CUSTOMER_GROUP

%EDITTABLE

Yes

DEFAULT_TAX_GRP

No

DATETIME_ADDED

No

LASTUPDDTTM

No

LAST_MAINT_OPRID

No

CUST_CREDIT

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

EFF_STATUS

Yes

CR_LIMIT

No

CR_LIMIT_RANGE

No

CR_LIMIT_DT

No

CR_LIMIT_CORP

No

CR_LIM_CORP_RANGE

No

CR_LIMIT_CORP_DT

No

CR_LIMIT_REV_DT

No

DISPUTE_STATUS

DISPUTE_TBL

No

DISPUTE_DT

No

DISPUTE_AMOUNT

No

COLLECTION_STATUS

COLLECTION_TBL

No

COLLECTION_DT

No

RISK_CODE

No

RISK_SCORE

No

CREDIT_CLASS

No

CREDIT_CHECK

Yes

CR_CHK_ALG_PROFILE

No

CR_SUM_PROFILE

No

MAX_ORDER_AMT

No

CUSTCR_PCT_OVR

No

CORPCR_PCT_OVR

No

CURRENCY_CD

CURRENCY_CD_TBL

Yes

RT_TYPE

RT_TYPE_TBL

Yes

AGING_CATEGORY

AGING_CATEG_TBL

No

AGING_ID

AGING_TBL

No

BACKLOG_DAYS

No

AR_1099C

No

BANKRUPT_FLG

No

MARKET_VALUE

No

DESCRLONG

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_CRSPD

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

EFF_STATUS

Yes

BANK_CD

BANK_AR_BR_VW

No

BANK_ACCT_KEY

BANK_AR_R_VW

No

CRSPD_ADDR

Yes

ADDRESS_SEQ_NUM

CUST_ADDR_CR_VW

No

CNTCT_SEQ_NUM

CUST_CNCT_EF_VW

No

ONE_DOCUMENT_PER

No

DUN_ID

DUNNING_TBL

No

DUN_GROUP

No

DUN_HOLD

Yes

DUN_HOLD_DT

No

ST_ID

STATEMENT_TBL

No

ST_GROUP

No

ST_HOLD

Yes

ST_HOLD_DT

No

CRSPD_CNTCT

Yes

LANGUAGE_CD

No

OC_GROUP

Yes

OC_ADMIN_ID

OC_ADMIN_VW

No

OC_ADMIN_HOLD

No

OC_ADMIN_HOLD_DT

No

OC_FIN_ID

OC_FIN_VW

No

OC_FIN_HOLD

No

OC_FIN_HOLD_DT

No

OC_PNLTY_ID

OC_PNLTY_VW

No

OC_PNLTY_HOLD

No

OC_PNLTY_HOLD_DT

No

ASSESS_OC_FLAG

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_CRSPD_REM

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

REMIT_ADD_TYPE

Yes

BANK_CD

BANK_AR_BR_VW

No

BANK_ACCT_KEY

BANK_AR_R_VW

No

CUST_EXEMPT

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

TAX_EXEMPT_CERT

Yes

ISSUING_AUTHORITY

No

AUTHORITY_TYPE

No

ADD_DTTM

No

LAST_UPDATE_DTTM

No

LAST_MAINT_OPRID

No

CUST_EXEMPT_DTL

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

TAX_EXEMPT_CERT

Yes

EFFDT

Yes

EFF_STATUS

Yes

TAX_EXEMPT_FLAG

No

EXEMPT_CATEGORY

No

ISSUED_DT

No

EXPIRATION_DT

No

DESCR

No

DESCR254

No

ADD_DTTM

No

LAST_UPDATE_DTTM

No

LAST_MAINT_OPRID

No

CUST_GROUP_TBL

SETID

SP_SETID_NONVW

Yes

CUST_GRP_TYPE

Yes

CUSTOMER_GROUP

Yes

EFFDT

Yes

EFF_STATUS

Yes

DESCR

Yes

DESCRSHORT

Yes

EOEP_ARB_ID

EOEP_ARB_SO_VW

No

GLOBAL_FLAG

No

ADJUST_BAPRC_FLG

No

CUST_HIERARCHY

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

EFF_STATUS

Yes

PM_DIVISION

PM_DIVISION

No

PM_REGION

CUST_REGION_VW

No

PM_TERRITORY

PM_TERRITORY

No

PM_SYNDICATED_TYPE

PM_SYNDICATED

No

PM_SYNDICATED_NUM

No

CLASSIFICATION

PM_CLASSIFICATE

No

CUST_ID_NBRS

SETID

Yes

CUST_ID

Yes

STD_ID_NUM_QUAL

Yes

STD_ID_NUM

No

STD_ID_SETID

SP_SETID_NONVW

No

CREDIT_FLG

No

CUST_INDIRECT

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

INDIRECT_CUST_ID

CUST_IND_A1S_VW

Yes

SHPTO_PRIORITY_NBR

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_MSG

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

SEQ_NUM

Yes

MESSAGE_CD

MSGHOLD_SEC_VW

Yes

START_DT

Yes

END_DT

Yes

CWB_DISPLAY_OPT

No

CUST_NOTE

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

SEQ_NUM

Yes

NOTE_TYPE

NOTE_TYPE

No

STD_NOTE_CD

STD_NOTE

No

TEXT254

No

CUST_NOTE_DOC

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

SEQ_NUM

Yes

DOCUMENT_CD

OM_DOC_CODE_VW

Yes

CUST_NOTE_KEYWD

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

SEQ_NUM

Yes

KEY_WORD

Yes

CUST_OPTION

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

EFF_STATUS

Yes

PYMNT_TERMS_CD

OM_TRMS_VW

No

PYMNT_TERMS_AMT

No

GRACE_DUE_DAYS

No

GRACE_DISC_DAYS

No

IMMEDIATE_PAYMENT

No

RETENTION_DAYS

No

PP_HOLD

Yes

PP_METHOD

PP_MET_TBL

No

REF_QUALIFIER_CODE

AR_FLD_REF_VW

No

PARTIAL_PY_SW

Yes

PO_REQUIRED

Yes

BILL_BY_ID

BI_BILL_BY_VW

No

FREIGHT_BILL_TYPE

Yes

BILL_CYCLE_ID

BI_CYCLE_VW

No

BILL_INQUIRY_PHONE

BI_INQPHN_VW

No

BILL_TYPE_ID

BI_TYPE_EF_VW

No

BILLING_SPECIALIST

BI_SPCLST_VW

No

BILLING_AUTHORITY

BI_AUTH_EF_VW

No

COLLECTOR

COLLECTOR_VW

Yes

CR_ANALYST

CR_ANALYST_VW

Yes

INVOICE_FORM_ID

BI_IVC_FORM_VW

No

DST_ID_AR

DST_CODE_AR_VW

No

DRAFT_APPROVAL

No

DRAFT_DOC

No

DRAFT_TYPE

DRAFT_TYPE_TBL

No

DD_PROFILE_ID

DD_PROFILE_TBL

No

DD_GROUP

No

PAYMENT_METHOD

No

DIRECT_INVOICING

Yes

CUSTOMER_PO

No

START_DATE

No

END_DATE

No

MICR_ID

REMIT_MICR_VW

No

CONSOL_SETID

SP_SETID_NONVW

No

CONSOL_CUST_ID

CUST_CONSOL_VW

No

CONSOL_KEY

No

INTERUNIT_FLG

Yes

BUSINESS_UNIT_GL

SP_BU_GL_NONVW

No

AR_SPECIALIST

AR_SPCLST_VW

No

MAX_WRITE_OFF_AMT

No

MAX_WRITE_OFF_DAYS

No

MAX_WRITE_OFF_PCT

No

HOL_PROC_OPT

No

HOL_PROC_DAYS

No

HOL_PROC_OVERFL

No

REBATE_METHOD

No

BI_PROMPT_CURR

No

DEPOSIT_PCT

No

DISPLAY_PRICES

No

CRCARD_PROFILE_ID

AR_CRCARD_PRFL

No

PRENOTE_REQD,

No

PRENOTE_STATUS

No

PRENOTE_DATE

No

PRENOTE_WAIT_DAYS

No

REASON_CD

REASON_CD

Yes

UPDATED_BY

No

HOLD_NBR_DAYS

No

FED_HWY_FLG

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_PM_CHANNEL

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

CUST_CHANNEL

CHANNEL_VW

Yes

EFF_STATUS

Yes

CHANNEL_PRIMARY

No

CUST_REGN_TYPE

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

REGION_CD_TYPE

Yes

REGION_CD

REGION_CD

Yes

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_SHEX_BLK

SETID

Yes

CUST_ID

Yes

DTTM_FROM

Yes

DTTM_TO

Yes

TIME_FROM

No

TIME_TO

No

CUST_SHEX_DT

SETID

Yes

CUST_ID

Yes

SHIP_DAY

Yes

TIME_FROM

Yes

TIME_TO

Yes

DTTM_FROM

No

DTTM_TO

No

CUST_SHIPTO

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

SHIP_TO_CUST_ID

CUST_SHP_A1S_VW

Yes

SLDTO_PRIORITY_NBR

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_SHIPTO_OPT

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

EFF_STATUS

Yes

SHIP_TYPE_ID

SHIP_METHOD_VW

No

SHIP_TYPE_ID_EXP

SHIP_METHOD_VW

No

SHIP_PRIOR_FLAG

No

SHIP_PARTIAL_FLAG

No

BCKORDR_CNCL_FLAG

No

LANGUAGE_CD

No

SHIP_PRIORITY_ID

PRIORITY_SHP_VW

No

DS_NETWORK_CODE

DS_NETHDR_TBL

No

FREIGHT_TERMS

FREIGHT_TERMS

No

FREIGHT_TERMS_EXP

FREIGHT_TERMS

No

SHIP_EARLY_DAYS

No

SHIP_LATE_DAYS

No

SHIP_PARTIAL_ORD

No

STORE_NUMBER

No

NAFTA_REQ_EXP

Yes

CCI_REQ_EXP

Yes

SED_REQ_EXP

Yes

COO_REQ_EXP

Yes

AERP

No

INSURANCE_REQD

No

MILITARY_FLG

No

EXPORT_ORDER_FLG

No

PREF_CARRIER_FLG

No

CARRIER_ID

CARRIER_SHP_VW

No

CARRIER_ID_EXP

CARRIER_SHP_VW

No

SHIP_PRIORITY_EXP

PRIORITY_SHP_VW

No

SINGLE_SHIP_FLAG

No

LABEL_FORMAT_ID2

BCT_SHL_INV_VW

No

LABEL_FORMAT_ID3

BCT_SHC_INV_VW

No

ALLOW_OVERPICK_FLG

No

MAX_PICK_TOLERANCE

No

STOCKOUT_RATE

STKOUT_RATE_INV

No

VMI_REORDER_CHK

No

RANGE_PCT

No

VMI_CUST_FLG

No

VMI_MANAGER

No

BUSINESS_UNIT_IN

SP_BUNVM_NONVW

No

REORD_QTY_OPTION

No

REPL_CALC_PERIOD

No

SELL_CONSIGNED_FLG

No

LOT_CONTROL

No

SERIAL_CONTROL

No

CONTAINER_CONTROL

No

STAGED_DATE_CNTRL

No

DEL_ORD_RESTRICTED

No

DEFAULT_PO

No

DATE_LAST_MAINT

No

LAST_MAINT_OPRID

No

CUST_SIC_CODES

SETID

No

CUST_ID

No

SIC_CD_QUAL

No

SIC_CODE

No

CUST_SOLDTO_OPT

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

EFFDT

Yes

EFF_STATUS

Yes

EOEP_ARB_ID

EOEP_ARB_SO_VW

No

FRT_CHRG_METHOD

No

GRACE_PRICE_DAYS

No

LABEL_FORMAT_ID2

BCT_SHL_INV_VW

No

LABEL_FORMAT_ID3

BCT_SHC_INV_VW

No

LOAD_PRICE_RULE

EOEP_ARB_LP_VW

No

PROD_ID_SRC

Yes

PROD_SUBSTITUTE

Yes

PRICE_PROGRAM

EOEP_ARB_PR_VW

No

RESTOCK_FEE_FLAG

Yes

ADJUST_BAPRC_FLG

No

VMI_ORDER_CONSOL

No

VMI_ORDER_VERIFY

No

RECEIPT_TRACK_FLG

No

UPN_TYPE_CD

UPN_TYPE_FS

No

DATE_LAST_MAINT

No

LAST_MAINT_OPRID

No

CUST_TEAM

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

SUPPORT_TEAM_CD

TEAM_CODE_TBL

Yes

DEFAULT_FLAG

Yes

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_VAT_EXCPTN

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

COUNTRY

COUNTRY_VAT_VW

Yes

COUNTRY_CODE

No

EFFDT

Yes

EFF_STATUS

Yes

VAT_EXCPTN_END_DT

No

VAT_EXCPTN_TYPE

VAT_XLAT_TYPE_V

Yes

VAT_EXCPTN_CERTIF

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No

CUST_VAT_REG

SETID

SP_SETID_NONVW

Yes

CUST_ID

CUSTOMER

Yes

COUNTRY

COUNTRY_VAT_VW

Yes

VAT_RGSTRN_ID

No

COUNTRY_2CHAR

CNTRY_2CHAR_VW

No

HOME_COUNTRY_FLG

No

LAST_MAINT_OPRID

No

DATE_LAST_MAINT

No