Copying Customer Attributes
This section provides an overview of customer attributes and discusses how to select customer information for copying.
Page Used to Copy Customer Attributes
| Page Name | Definition Name | Usage |
|---|---|---|
|
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. |
Understanding Customer Attributes
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 |
Copy Customer Page
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.
Navigation:
Click the Copy From Customer link on the General Info page.
| Field or Control | Description |
|---|---|
|
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.