Add Customer
Use this service to import Customer information.
WSDL: AddCustomer.jws
Method: AddCustomer
Underlying File Maintenance
Prior to importing Customer information, the following file maintenance areas must be completed:
Assumptions and Dependencies
-
The Customer Master cost center flag is shared. The Customer import will validate that the company has the cost center option set to Pending or Yes and will set the default for the new Customer to Shared.
-
The Customers status will default to (A)ctive.
-
The Contact_1 field will be defined as the Primary Contact.
-
The Contact_2 and Contact_3 fields will be additional contacts.
-
The following field names will be defined by the Accounts Receivable Installation screen if left blank:
-
Standard_Retention_Percent
-
Statement_Flag
-
Finance_Charge_Tran_Code
-
Finance_Charge
-
-
This Web Service will work with the defined Workflow process in Spectrum.
-
The Authorized ID must have the user-defined fields defined, or mapped, for this Web Service.
Field Descriptions
Use the table below for reference when using this service.
|
Excel |
Element Name |
Description |
Req |
Type |
Max |
Format |
Validation |
|
|---|---|---|---|---|---|---|---|---|
|
Authorization_ID |
Authorization ID to access the server |
YES |
Text |
20 |
Data Exchange Installation Screen |
|||
|
GUID |
Unique reference number created by programming |
Text |
36 |
** See GUID definition |
||||
|
B |
Company_Code |
Company Code |
YES |
Text |
3 |
Valid Company in Spectrum |
||
|
C |
Customer_Code |
Customer Code |
YES |
Text |
10 |
Unique identifier / No commas |
UPPERCASE FORMAT-NO SYMBOLS |
|
|
D |
Name |
Customer Name |
YES |
Text |
30 |
No commas |
||
|
E |
Alpha_Sort |
Customer Alpha Ref |
Text |
8 |
No commas, created if blank |
|||
|
F |
Type |
Customer Type |
Text |
10 |
||||
|
G |
Address_1 |
Address 1 |
Text |
30 |
||||
|
H |
Address_2 |
Address 2 |
Text |
30 |
||||
|
I |
City |
City |
Text |
25 |
||||
|
J |
State |
State |
Text |
2 |
2 character postal abbreviation |
|||
|
K |
Zip_Code |
Zip Code |
Text |
10 |
||||
|
L |
Phone |
Phone Number |
Text |
14 |
Formatted for example, (206) 555-1212 or 123-123-1224 or 123-1233 or 1231231225. |
Remove the dashes from format when sending to Spectrum. |
||
|
M |
Fax_Phone |
Fax # |
Text |
14 |
Formatted for example, (206) 555-1212 or 123-123-1224 or 123-1233 or 1231231225. |
Remove the dashes from format when sending to Spectrum. |
||
|
N |
Contact_1 |
Contact 1 |
Text |
20 |
No commas |
|||
|
O |
Contact_2 |
Contact 2 |
Text |
20 |
No commas |
|||
|
P |
Contact_3 |
Contact 3 |
Text |
20 |
No commas |
|||
|
Q |
Salesperson |
Salesman Code |
Text |
3 |
Salesperson Code Maintenance |
|||
|
R |
Terms_Code |
Terms Code |
YES |
Text |
1 |
Terms Code File Maintenance |
||
|
S |
Standard_Retention_Percent |
Default Retention (Holdback) % |
Numeric |
7 |
Enter 10.5% as 10.5. Positive numbers only. |
Defaults from AR Installation screen if left blank. |
||
|
T |
Taxable_Flag |
Taxable |
Text |
1 |
(Y)es or(N)o only |
|||
|
U |
Sales_Tax_Code |
Sales (Providence) Tax Code |
YES |
Text |
15 |
Sales Tax Code Maintenance |
||
|
V |
Resale_Number |
Resale Cert. # |
Text |
15 |
||||
|
W |
Resale_Exp_Date |
Resale Exp. Date |
Date |
10 |
Enter as: MM/DD/CCYY (for example, 01/05/2010) |
|||
|
X |
Statement_Flag |
Send Statement? |
Text |
1 |
(Y)es or(N)o only. Defaults to Y if left blank. |
|||
|
Y |
Finance_Charge_Tran_Code |
Finance Charge Code |
Text |
10 |
Transaction Code File Maintenance. Defaults from AR Installation screen if left blank. |
|||
|
Z |
Finance_Charge |
Finance Charge % |
Numeric |
6 |
Enter 10.5% as 10.5. Positive numbers only. |
If Finance_Charge_Tran_Code is blank then defaults from AR Installation screen if left blank. |
||
|
AA |
Price_Level_Material |
Work Order Material Level |
Numeric |
1 |
1-5 only |
Recommend input for clients with the WO : TM : OP or SI modules |
||
|
AB |
Price_Level_Labor |
Work Order Labor Level |
Numeric |
1 |
1-5 only |
Recommend input for clients with the WO : TM : OP or SI modules |
||
|
AC |
Credit_Limit |
Credit Limit |
Numeric |
14 |
||||
|
AD |
Date_Created |
Date Established |
Date |
10 |
Enter as: MM/DD/CCYY (for example, 01/05/2010) |
If left blank then it will use the current date in the system |
||
|
AE |
Customer_Email |
Customer Email |
Text |
70 |
Example: John@xxx.com |
Must be the basic layout for an email address. |
||
|
AF |
Markup_Code |
Non-stock Markup |
Text |
10 |
Non-Stock Markup Codes |
|||
|
AG |
UDF1 |
User Defined Alpha/Numeric/Date 1 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AH |
UDF2 |
User Defined Alpha/Numeric/Date 2 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AI |
UDF3 |
User Defined Alpha/Numeric/Date 3 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AJ |
UDF4 |
User Defined Alpha/Numeric/Date 4 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AK |
UDF5 |
User Defined Alpha/Numeric/Date 5 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AL |
UDF6 |
User Defined Alpha/Numeric/Date 6 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AM |
UDF7 |
User Defined Alpha/Numeric/Date 7 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AN |
UDF8 |
User Defined Alpha/Numeric/Date 8 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AO |
UDF9 |
User Defined Alpha/Numeric/Date 9 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AP |
UDF10 |
User Defined Alpha/Numeric/Date 10 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AQ |
UDF11 |
User Defined Alpha/Numeric/Date 11 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AR |
UDF12 |
User Defined Alpha/Numeric/Date 12 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AS |
UDF13 |
User Defined Alpha/Numeric/Date 13 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AT |
UDF14 |
User Defined Alpha/Numeric/Date 14 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AU |
UDF15 |
User Defined Alpha/Numeric/Date 15 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AV |
UDF16 |
User Defined Alpha/Numeric/Date 16 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AW |
UDF17 |
User Defined Alpha/Numeric/Date 17 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AX |
UDF18 |
User Defined Alpha/Numeric/Date 18 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AY |
UDF19 |
User Defined Alpha/Numeric/Date 19 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
|
AZ |
UDF20 |
User Defined Alpha/Numeric/Date 20 |
+ |
20 |
Web Service Authorization ID Service UDF defined. |
|||
+ NOTE = the UDF (1-20) elements can be Numeric, Date or Text depending on how they are created within Spectrum.
