1

Record Type

Req

C! 5

The value should be CON.

2

Customer Id

Key

X

Id of the Customer.

3

Contact Number

Key

I 3

Id of the customer’s contact record.

4

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

5

First Name

Opt

C 15

First name of the Customer’s contact.

6

Last Name

Opt

C 20

Last name of the Customer’s contact.

7

Type

None

C 3

This must be left blank. This classifies the Contact.

8

Title

Opt

I 4

The Contact’s job title.

9

Email Address

Opt

C 50

The Contact’s email address.

10

Customer Location

None

C 8

This must be left blank. This is the location of the customer.

1

Record Type

Req

C! 5

The value should be CONPHN.

2

Customer Id

Key

X

Id of the Customer.

3

Contact Number

Key

I 3

Id of the Customer’s contact.

4

Phone Number Type Code

Key

C 8

Id of the phone number’s category.

5

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

6

Area Code

Req

C 3

Area code of the Contact’s phone number.

7

Phone Number

Req

C 11

The Contact’s number.

8

Extension

Opt

C 5

The Contact’s extension.

1

Record Type

Req

C! 5

The value should be CUS.

2

Customer Id

Key

X

Id of the customer.

3

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

4

Type

Req

C! 1

Valid values are:

• C (Regular Customer)

• E (Employee)

• I (Intercompany Customer)

5

Prefix

Opt

C 15

Do not enter a value if the Type is E.

6

Name

Req

C 30

Required if the Type is not E; otherwise, do not enter a value.

7

Status

Req

C! 1

Default is A.

8

Prospective Customer

Req

Y/N

Default is N.

9

Employee Id

Opt

X

Required if the Type is E; otherwise, do not enter a value.

10

Parent Customer Id

Opt

X

Id of the “parent” Customer with authority over the (“child”) Customer.

11

Default Invoice Loc

Opt

C 8

You cannot enter this value on Activity Code A records, since the location does not exist yet.

12

Customer Contact

Opt

I 3

You cannot enter this value on Activity Code A records, since the location does not exist yet.

13

Currency Id

Opt

C! 3

You can only enter this value if System Option 44 is Y.

14

Credit Limit Amount

Opt

F 12.2

The maximum amount of open receivables that can exist for the Customer Location at a point in time.

15

Credit Limit Hold Code

Opt

C! 6

Id of the hold applied to the Credit Limit Amount. You can only enter this value if the Credit Limit Amount has a value.

16

AR Days Outstanding Limit

Opt

I 5

The maximum day limit you allow for open receivables on this Customer Location at any point in time.

17

AR Days Limit Hold Code

Opt

C! 6

Id of the hold code associated with AR Days Limit. You can only enter this value if the AR Days Outstanding Limit has a value.

18

Customer Hold Code

Opt

C! 6

Id of the hold code associated with the Customer and/or Location.

19

Receivable Statements

Req

Y/N

Indicates whether you want to print AR statements for the Customer. Default is Y.

20

Credit Rating Code

Opt

C! 3

Id of the credit rating applied to the Customer.

21

All OU Code

Req

C! 1

Valid values are:

• A (All)

• S (Some)

22

Invoice Form Id

Opt

C! 8

Id of the form you want to use when printing the Customer’s invoices.

23

Number of Copies

Opt

I 3

Number of invoice copies you must print for the Customer.

24

Payment Terms

Opt

I 3

The term of payment for invoices billed to the Customer.

25

Invoice Cycle Number

Opt

I 3

Id of the invoice cycle signifying the periods and times at which you want to generate invoices.

26

EQ Rental Discount Percent

Opt

F 8.3

The discount percent you want to apply to equipment rental cost billed to jobs for the Customer.

27

Other Pay Code

Req

C! 1

Default is based on the value in System Configuration window’s Invoicing tab.

28

Reimbursements

Req

C! 1

Default is based on the value in System Configuration window’s Invoicing tab.

29

Taxable Fringes

Req

C! 1

Default is based on the value in System Configuration window’s Invoicing tab.

30

Non-Taxable Fringes

Req

C! 1

Default is based on the value in System Configuration window’s Invoicing tab.

31

Payroll Burden

Req

C! 1

Default is based on the value in System Configuration window’s Invoicing tab.

32

Overhead

Req

C! 1

Default is based on the value in System Configuration window’s Invoicing tab.

33

Split Premium

Opt

C! 1

Possible values are:

• C (Complete Overtime)

• P (Partial Overtime)

• S (Split Overtime)

34

Labor Rate Schedule

Opt

I 3

Id of the rate schedule for labor items billed for the Customer’s invoices.

35

Equipment Rate Schedule

Opt

I 3

The rate schedule for equipment billed for the Customer’s invoices.

36

Other Cost Markup Schedule

Opt

I 3

The rate schedule for costs from accounts payable and general journal entries billed for invoices under this Customer.

37

Inventory Markup Schedule

Opt

I 3

The default rate schedule for inventory items billed for the Customer’s invoices.

38

Sales Order Discount Percent

Opt

F 7.3

The discount percent given to the Customer when you process a sales order.

39

Display Invoice Line Detail

Req

Y/N

Default value is Y. This value applies to the Sale Order Information.

40

Tax Exempt Reason

Opt

C! 3

Id of the reason why the Customer is exempt from paying sales taxes.

41

Tax Certificate

Opt

C 15

Number of the tax certificate indicating the Customer is exempt from paying sales taxes.

42

Ship Carrier

Opt

C! 8

Id of the preferred shipping carrier for items sold to the Customer via sales orders.

43

Ship Method

Opt

C! 8

Id of the Customer’s preferred method of shipment.

44

Preferred Warehouse

Opt

C! 4

Id of the warehouse from which you pull inventory to fill sales orders for the Customer.

45

FOB-Destination

Req

Y/N

Indicates whether you are responsible for transportation costs of shipping goods to the Customer. Default value is N.

46

Default Shipping Location

Opt

C 8

The default destination for shipments to the Customer. You cannot specify this value on an Add (A) record, as the location will not exist yet.

47

Default Pricing Schedule

Opt

I 3

The default pricing schedule used when processing sales orders for the Customer.

48

Work Order Invoice Layout

Opt

I 3

Id of the invoice format you will use for the Customer’s bills.

49

Salesperson Employee Id

Opt

X

Id of the salesperson for the Customer.

50

Minimum Invoice Amount

Opt

F 16.2

The minimum amount for which you want to generate an invoice for this Customer.

51

Maximum Invoice Amount

Opt

F 16.2

The maximum amount for which you will generate an invoice for this Customer.

52

Work Order Payment Terms

Opt

I 3

The terms of payment for work order invoices billed to the Customer.

53

Service Charge Id

Opt

C! 8

Id of the applicable service charges for the Customer.

54

Work Order Inventory Pricing Schedule

Opt

I 3

Id of the pricing schedule for all inventory items billed for the Customer’s work order invoices.

55

Work Order Equipment Pricing Schedule

Opt

I 3

Id of the pricing schedule for equipment billed for the Customer’s work order invoices.

56

Work Order Labor Pricing Schedule

Opt

I 3

Id of the pricing schedule for labor billed for the Customer’s work order invoices.

57

Work Order Other Pricing Schedule

Opt

I 3

Id of the pricing schedule for miscellaneous items billed for the Customer’s work order invoices.

58

Work Order Line Item Structure

Opt

I 3

Id of the invoice line item structure assigned for the Customer’s work orders.

59

Require Customer PO for WO

Req

Y/N

Indicates whether Work Orders set up for the Customer require a customer purchase order. This value defaults as N.

60

Unit Bill Schedule Number

Opt

I 8

Id of the unit billing schedule.

61

Region Id

Opt

C 8

Id of the region that applies to the Work Order.

62

Default AR Account

Opt

X

The default AR Account PENTA should use when processing AR transactions for the Customer/currency. Only enterable if System Option 44 is N.

1

Record Type

Req

C! 5

The value should be OU.

2

Customer Id

Key

X

Id of the customer.

3

Location Code

Key

C 8

Id of the customer location.

4

Organization Unit

Key

X

Id of the organizational unit.

5

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• D (Delete) – Delete an existing record. If PENTA cannot delete the field, it records an error.

1

Record Type

Req

C! 5

The value should be LOCSTAT.

2

Customer Id

Key

X

Id of the Customer.

3

Location Code

Key

C 8

Id of the Customer Location.

4

Effective Date

Key

D

Effective date of the Customer Location.

5

Status Code

Key

C! 1

Id of the Customer Location’s status.

6

Activity Code

Req

C! 1

Required for all activity. The only possible value is A (Add), which indicates that if a record with the same key already exists, PENTA records an error.

1

Record Type

Req

C! 5

The value should be TAXJURIS.

2

Customer Id

Key

X

Id of the Customer.

3

Location Code

Key

C 8

Id of the Customer Location.

4

Tax Type

Key

C! 6

Type of taxes PENTA should apply to the Customer Location.

5

Jurisdiction

Key

C! 10

Id of the Customer Location’s taxing Jurisdiction.

6

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• D (Delete) – Delete an existing record. If PENTA cannot delete the field, it records an error.

1

Record Type

Req

C! 5

The value should be ARACCT.

2

Customer Id

Key

X

Id of the customer.

3

Currency Id

Key

C! 3

Id of the account’s currency.

4

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

5

Account Number

Req

X

Id of the Account.

1

Record Type

Req

C! 5

The value should be INVCUSSRVTYPE.

2

Customer Id

Key

X

Id of the customer.

3

Location Code

Key

C 8

Can be null.

4

Effective Date

Key

D

Effective date of the Call Type.

5

Call Type Code

Key

C! 8

Id of the call requesting service work.

6

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

7

WO Invoice Customer Id

Req

X

Id of the Customer on the work order invoice.

8

WO Invoice Customer Location Code

Req

C 8

Id of the Customer Location on the work order invoice.

1

Record Type

Req

C! 5

The value should be INVCUSSRVTYPE.

2

Customer Id

Key

X

Id of the Customer.

3

Location Code

Key

C 8

Id of the Customer Location. Can be null.

4

Effective Date

Key

D

5

Service Type Code

Key

C! 8

Id of the service type.

6

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

7

WO Invoice Customer Id

Req

X

Id of the customer on the work order invoice.

8

WO Invoice Customer Location Code

Req

C 8

Id of the customer location on the work order invoice.

1

Record Type

Req

C! 5

The value should be INVCUSLOC.

2

Customer Id

Key

X

Id of the customer.

3

Location Code

Key

C 8

Id of the Customer’s Location. Can be null.

4

Effective Date

Key

D

Effective date of the Customer Location.

5

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

6

WO Invoice Customer Id

Opt

X

Id of the Customer on the work order invoice.

7

WO Invoice Customer Location Code

Opt

C 8

Id of the Customer Location on the work order invoice. Required if the WO Invoice Customer Id has a value.

1

Record Type

Req

C! 5

The value should be LOC.

2

Customer Id

Key

X

Id of the customer.

3

Location Code

Key

C 8

Id of the Customer’s Location.

4

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, PENTA records an error.

5

Description

Req

C 30

Name/description of the Customer’s location.

6

Location Type

Opt

C 8

The Location’s classification.

7

Prefix

Opt

C 15

Prefix of the Address’s Name.

8

Name

Opt

C 30

Name that appears on mailing addresses for the contact. Defaults as the customer's name unless an explicit null ('~') is used.

9

Valid Invoicing Address

Req

Y/N

Indicates whether this is a valid invoicing address. Default is Y (yes).

10

Valid Shipping Address

Req

Y/N

Indicates whether this is a valid shipping address. Default is Y (yes).

11

Phone Area Code

Opt

C 3

Area code of the contact number associated with the address.

12

Phone Number

Opt

C 11

Contact number associated with the address.

13

Phone Extension

Opt

C 5

Extension of the contact number associated with the address.

14

Primary Contact Number

Opt

I 3

You cannot enter this value on Activity Code A records, since the contact does not exist yet.

15

Building Manager

Opt

C 30

The Customer Location’s building manager.

16

Address 1

Opt

C 30

The Location’s primary address information.

17

Address 2

Opt

C 30

Line for the Location’s additional address information.

18

Address 3

Opt

C 30

Line for the Location’s additional address information.

19

City

Req

C 20

City of the Customer Location.

20

State

Req

C! 4

State of the Customer Location.

21

Postal Code

Req

C 10

Zip code of the Customer Location.

22

Country Code

Opt

C! 3

Id of the Customer Location’s country.

23

All OU Code

Req

C! 1

Possible values are:

• A (All)

• S (Some)

24

Credit Limit

Opt

F 12.2

Maximum amount of open receivables that can exist for the Location at a point in time.

25

Credit Limit Hold Code

Opt

C! 6

Id of the hold code that applies to the Credit Limit. You can only enter this value if there is a value for the Credit Limit Amount.

26

AR Days Outstanding Limit

Opt

I 5

Maximum day limit you allow for open receivables on the location at any point in time.

27

AR Days Outstanding Hold Code

Opt

C! 6

Id of the hold code associated with the AR Days Outstanding Limit. You can only enter this value if there is a value for the AR Days Outstanding Limit.

28

Customer Location Hold Code

Opt

C! 6

Id of the hold code associated with the Location.

29

Work Order Invoice Layout

Opt

I 3

Id of the format you want to use for the Location’s invoices.

30

WO Salesperson Employee Id

Opt

X

Id of the salesperson for the Location.

31

Service Zone Code

Opt

C! 10

Id of the service zone for the Location.

32

Service Charge Id

Opt

C! 8

Id of the service charges for the Location.

33

WO Inventory Pricing Schedule

Opt

I 3

Id of the pricing schedule for inventory items billed for the Location’s work order invoices.

34

WO Equipment Pricing Schedule

Opt

I 3

Id of the pricing schedule for equipment items billed for the Location’s work order invoices.

35

WO Labor Pricing Schedule

Opt

I 3

Id of the pricing schedule for labor items billed for the Location’s work order invoices.

36

WO Other Pricing Schedule

Opt

I 3

Id of the pricing schedule for miscellaneous items billed for the Location’s work order invoices.

37

WO Line Item Pricing Schedule

Opt

I 3

Id of the pricing schedule for line items billed for the Location’s work order invoices.

38

Require Customer PO for WO

Req

Y/N

Indicates whether you want to require entry of a Customer Purchase Order # for Work Orders assigned to the Location. This defaults as the value set at the Customer level.

39

Unit Bill Schedule Number

Opt

I 8

Id of the unit billing rate schedule used to price unit work for the Location.

40

Region Id

Opt

C 8

Id of the regional unit billing rate schedule used to price unit rate work for the Location.

1

Record Type

Req

C! 5

The value should be REFLOV.

2

Customer Id

Key

X

Id of the customer.

3

Reference Code

Key

C 15

Id of the Reference Code for recording additional information for the Customer.

4

Value

Key

C 30

The value associated with the Reference Code. For example, if you had a “Customer PO #” Reference Code, this value could be the purchase order number.

5

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

6

Description

Req

C 30

Description of the Value.

1

Record Type

Req

C! 5

The value should be REF.

2

Customer Id

Key

X

Id of the Customer.

3

Customer Location

Key

C 8

Id of the Customer’s Location. Can be null.

4

Reference Code

Key

C 15

Id of the Reference Code for recording additional information for the Customer.

5

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

Note: Activity Code A is only valid if you did not specify a Customer Location.

6

Format

Opt

C 30

The value associated with the Reference Code. For example, if you had a “Customer PO #” Reference Code, this value could be the purchase order number.

1

Record Type

Req

C! 5

The value should be TECHPREF.

2

Customer Id

Key

X

Id of the Customer.

3

Location Code

Key

C 8

Id of the Customer’s Location. Can be null.

4

Employee Id

Key

X

Id of the preferred technician.

5

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – If a record with the same key already exists, PENTA records an error.

• C (Change) – Update an existing record. If PENTA cannot update the field, it records an error.

6

Preference Code

Req

C! 3

Id of the degree to which the technician is preferred.

7

Rank

Req

I 3

A 1-3 preference rank for the technician.

8

Do Not Assign Code

Req

Y/N

Indicates whether the technician is eligible for assignment to the Customer or Location. Defaults as N.

1

Record Type

Req

C! 5

The value should be UDF.

2

Customer Id

Key

X

Id of the customer.

3

Location Code

Key

C 8

Id of the customer location. Can be null.

4

Column Name

Key

C 30

5

Activity Code

Req

C! 1

Required for all activity. Possible values are:

• C (Change) – Update an existing UDF value. If PENTA cannot update the field, it records an error.

• D (Delete) – Set the value for the UDF to null.

6

Column Value

Opt

C 1024

The value for the UDF. Whether an entry is required depends on the rules established for the User Defined Field in the User Defined Fields window.

7

Effective Date

Opt

D

Use format YYYYMMDD.

Required if the UDF requires an effective date and does not default as the system date; otherwise, do not enter a value.