Customer Definition Data

The customer definition tables are keyed by SetID.

Determining whether a customer is active requires a cross-business perspective. In other words, information contained in these tables may be eligible for removal or archiving if a customer is no longer active in any of the business units that use the TableSet customer definitions. To meet these criteria, a customer cannot have any of the following information:

  • Customer balance information (PS_CUST_DATA) in any business unit.

  • Customer aging information (PS_CUST_AGING) in any business unit.

  • Customer history information (PS_CUST_HISTORY) in any business unit.

  • Customer conversations (PS_CUST_CONVER) in this TableSet.

  • Customer conversation references (PS_CUST_CONVER_DTL) in any business unit.

  • Customer relationships.

    For example, the customer cannot be a corporate, remit from, or correspondence customer for another customer.

  • A reference in a corporate customer tree.

  • Posted item information in any business unit.

    (This information should not exist if the preceding posted customer information does not exist.)

  • Statement information in any business unit.

    (This information should not exist if the preceding posted customer information does not exist.)

  • Dunning information in any business unit.

    (This information should not exist if the preceding posted customer information does not exist.)

  • Overdue charge information in any business unit.

    (This information should not exist if the preceding posted customer information does not exist.)

  • Pending item data in any business unit (pending item data family).

  • Saved payment worksheets in any business unit (PS_PAYMENT_ITEM).

  • Saved maintenance worksheets in any business unit (PS_WS_ITEM).

Note:

You must remove data from all the tables at the same time. You can remove Dun & Bradstreet information independently of the other customer tables if it becomes outdated. You may need a separate step to remove effective-dated rows from the PS_CUST_DB table based on a target removal or archive date.