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ACCUSTOMER FILE
Activity Customer
This file contains customer information from AC15.2 (Activity Customer), It
includes customer, customer type, billable percentage, invoice information,
bill-to number, and retainer information.
REFERENCED BY
AC105 AC112 AC120 AC123 AC13.3 AC130
AC14.1 AC160 AC165 AC170 AC190 AC191
AC196 AC20.1 AC20.2 AC20.3 AC20.4 AC203
AC206 AC207 AC210 AC214 AC215 AC216
AC240 AC265 AC290 AC295 AC297 AC30.2
AC30.3 AC32.1 AC401 AC410 AC412 AC415
AC416 AC420 AC421 AC440 AC450 AC460
AC470 AC471 AC472 AC473 AC480 AC490
AC530 AC55.1 AC79.1 AC800 ACBA.1 MX123
UPDATED BY
AC10.1 AC110 AC115 AC15.1 AC15.2 AC300
AC310
FIELD NAME DESCRIPTION/VALID VALUES UPDATED BY
CMR-ACTIVITY Alpha 15 AC110 AC15.2
Activity Required key. This is the activity for
the customer.
CMR-CUSTOMER Alpha 9 (Right Justified) AC110 AC15.2
Customer Required key. This is the name of the
customer.
CMR-CUSTOMER-TYPE Alpha 1 AC110 AC15.2
Customer Type This field indicates the customer type:
primary customer or referring customer.
P = Primary Customer
R = Referring Customer
CMR-PERC-BILLABLE Signed 7.4 AC110 AC15.2
Billable Percentage This field defines what percentage of
the charges to a customer is billable.
CMR-RETAINER-MTHD Numeric 1 AC110 AC15.2
Retainer Method This is the method for billing the
customer retainer.
Valid values are:
1 = Apply to the last bill
2 = Amortize over the life of the
activity
CMR-RETAINER Signed 15.2 AC110 AC15.2
Retainer This is the retainer amount for the
customer.
CMR-INVC-DTL Alpha 1 AC110 AC15.2
Invoice Detail This is the level of invoice detail: a
single activity or multiple activities
per invoice.
S = Single Activity
M = Multiple Activities
CMR-INVC-PREFIX Alpha 2 AC115
Invoice Prefix This field contains the invoice prefix
that is assigned from either the company
or process level, depending on the
invoice-level option chosen.
CMR-INVC-NUMBER Numeric 8 AC115
Invoice Number This field contains the invoice number
assigned by the system. Invoice numbers
are assigned at the company or process
level, depending on the invoice-level
option on the Company file.
CMR-BILL-TO Numeric 4 AC15.2
Bill To This is the number to bill.
ACCUSTOMER FILE INDEX
NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN
CMRSET1 ACTIVITY AC10.1 AC105
CUSTOMER AC110 AC112
AC115 AC120
AC123 AC13.3
AC130 AC14.1
AC15.1 AC15.2
AC160 AC165
AC170 AC190
AC191 AC196
AC20.1 AC20.2
AC20.3 AC20.4
AC203 AC206
AC207 AC210
AC214 AC215
AC216 AC240
...
ACCUSTOMER FILE RELATIONS
ONE TO ONE RELATIONS
RELATION RELATED
NAME FILE INTEGRITY RULES / FIELD MATCH
Acactivity ACACTIVITY Required
CMR-ACTIVITY -> ACV-ACTIVITY
Arcustomer ARCUSTOMER Required
CMR-CUSTOMER -> ACM-CUSTOMER
ACV-COMPANY -> ACM-COMPANY
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