Customer Interface: Pipe Delimited Method
Use the Customer Interface to add new or update existing customer information using data from external applications. Information you load using this interface adds to the data already stored in PENTA.
The Customer Interface has a Request Type of CUS and an Interface Type of U. Data files you load must have Request Types assigned to the U (Customer) Interface Type.
You can use the Customers window to view customer data that you load through the Customer Interface.
A Note About Detail Records
For Detail Records, you can add new customers and update existing ones:
If you are adding a customer, data must exist for the fields listed as Key or Req for each of the Detail Record types you add.
If you are updating an existing customer:
You can enter any number of Detail Record types (assuming you set up the customer earlier in the data file, in a previous data file, or directly into PENTA).
Data must exist for the following:
Fields listed as Key or Req (required) under each record. PENTA does not process the record if these fields contain no values.
Fields with previously entered information that you want to retain.
Available Records
- 1 Contact (CON) Detail Record
- 2 Contact Phone (CONPHN) Detail Record
- 3 Customer (CUS) Record
- 4 Customer Location OU Security (OU) Detail Record
- 5 Customer Location Status (LOCSTAT) Detail Record
- 6 Customer Location Tax Jurisdiction (TAXJURIS) Detail Record
- 7 Default AR Accounts (ARACCT) Detail Record
- 8 Invoice Customer Location by Call Type (INVCUSCALLTYPE) Detail Record
- 9 Invoice Customer Location by Service Type (INVCUSSRVTYPE) Detail Record
- 10 Invoice Customer Location (INVCUSLOC) Detail Record
- 11 Location (LOC) Record
- 12 Reference LOV (REFLOV) Detail Record
- 13 Reference (REF) Record
- 14 Technician Preference (TECHPREF) Detail Record
- 15 User Defined Field (UDF) Record
Contact (CON) Detail Record
# | Field | Entry | Format | Description |
|---|---|---|---|---|
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:
|
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. |
Contact Phone (CONPHN) Detail Record
# | Field | Entry | Format | Description |
|---|---|---|---|---|
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:
|
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. |
Customer (CUS) Record
# | Field | Entry | Format | Description |
|---|---|---|---|---|
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:
|
4 | Type | Req | C! 1 | Valid values are:
|
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. |