Cards Fields - Customer

Importing and exporting > Importing data into MYOB AccountEdge > Field descriptions for importing and exporting> Cards Fields - Customer

Field

Description and Character Limits

*Co./Last Name

If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

First Name

20 characters, alphanumeric

Card ID

15 characters, alphanumeric. Must be a unique ID. If you try to import an ID that already exists, the ID "*None" will be assigned.

Card Status

If the field is blank or the letter N appears in the field, the card won't be marked; the card will have an active status.

If the field contains a Y or any non-blank character (other than N), the card will be marked; the card will have an inactive status.

For information about updating the status of existing records, see Updating the active/inactive status of cards, items, activities or accounts.

Currency Code

3 characters, alpha. Must match a preexisting currency code in the Currency List. If no code specified, local currency substituted.

The Addr field through the Salutation field repeat for each of the five addresses allowed per card entry.

Addr 1 (2-3-4-5)

- Line 1

- Line 2

- Line 3

- Line 4

Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric

-City

Cannot exceed 255 characters, alphanumeric

State

Cannot exceed 255 characters, alphanumeric

-ZIP Code

10 characters, alphanumeric

-Country

255 characters, alphanumeric

-Phone #1

21 characters, alphanumeric

-Phone #2

21 characters, alphanumeric

-Phone #3

21 characters, alphanumeric

-Fax #

21 characters, alphanumeric

-Email

21 characters, alphanumeric

-WWW

21 characters, alphanumeric

-Contact Name

25 characters, alphanumeric

-Salutation

15 characters, alphanumeric

Picture

File name of the graphic. 255 characters, alphanumeric.

Notes

255 characters, alphanumeric

Identifiers

10 characters, alpha only

Custom List 1

30 characters, alphanumeric

Custom List 2

30 characters, alphanumeric

Custom List 3

30 characters, alphanumeric

Custom Field 1

30 characters, alphanumeric

Custom Field 2

30 characters, alphanumeric

Custom Field 3

30 characters, alphanumeric

Billing Rate

10 characters, numeric including 4 decimal places

Terms -

Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM

- Discount Days

3 characters, numeric-based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate Payment is Due, enter a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)

- Balance Due Days

3 characters, numeric-based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate when payment is due, use a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)

- % Discount

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

- % Monthly Charge

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Sales Tax Code

3 characters, alphanumeric.
Must match a preexisting tax code in the Tax Code List.

Credit Limit

7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Tax ID No.

19 characters, alphanumeric

Volume Discount%

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Sales/Purchase Layout

S indicates Service, I indicates Item, P indicates Professional and M indicates Miscellaneous invoice or purchase order layout. T indicates Time Billing invoice layout.

Price Level

1 character, numeric. Enter one of these numeric characters to indicate the price level of the customer:

0 - Base Selling Price
1 - Price Level A
2 - Price Level B
3 - Price Level
4 - Price Level D
5 - Price Level E
6 - Price Level F

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card method of payment is entered.

Card Number

25 characters, alphanumeric. Available only if a credit card or debit card method of payment is entered.

Expiration Date

10 characters, alphanumeric. Available only if a credit card or debit card method of payment is entered.

Account

5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits, for example, 1-1234.

Salesperson

31 characters, alphanumeric

Comment

255 characters, alphanumeric.

Shipping Method

20 characters, alphanumeric

Printed Form

255 characters, alphanumeric

Freight Tax Code

3 characters, alphanumeric.
Must match a preexisting tax code in the Tax Code List.

*This is a required field for importing.


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