Question & Answer
Question
Customer Master Data Template File Description
Answer
Customer Master Data Template File Description
The fields in the customer_template.csv fileand the conditions to be maintained when updating this file are describedin the following table:
| Header Field | Description |
|---|---|
| CUSTOMER | Indicates the title of the entity type. Do notmodify this row and its contents. |
| RECORDID (ACTRID) | Indicates the identifier of the record for actionto be performed. Do not modify the order of this field in the masterdata file. When adding a new row you must copy the value in thiscolumn to the new row. Any row that does not contain the RECORDIDvalue will be considered as an invalid record and this record willnot be processed. |
| ACTION | Indicates the action to be performed on thisrecord. The valid values are Manage Create Modify and Delete. Thedefault value is Manage. |
| RECORDID (CSTRID1) | Indicates the identifier of the record for customerdetails. Do not modify the order of this field in the master datafile. When adding a new row you must copy the value in this columnto the new row. Any row that does not contain the RECORDID value willbe considered as an invalid record and this record will not be processed. |
| CUSTOMERID | Indicates the name of the customer. Ensure thatthe name of the customer does not exceed 16 characters. This is amandatory field. The master data upload will fail if you do not providea value in this field. |
| COMPANY | Indicates the name of the customer. |
| CUSTOMERTYPE | Indicates the type of the customer. The validvalues are CONSUMER and BUSINESS. |
| RELATIONSHIPTYPE | Indicates the relationship of this customerwith your organization for example Buyer Seller and so on. |
| VERTICAL | Indicates the customer's vertical marketor line of business for example Education Government and so on. |
| DUNSNUMBER | Indicates the Data Universal Numbering System(DUNS) number of the customer organization. |
| ISTAXEXEMPT | Indicates whether the customer contact is exemptedfrom tax. The valid values are Y and N. |
| RECORDID (CSTRID2) | Indicates the identifier of the record for customercontact details. Do not modify the order of this field in the masterdata file. When adding a new row you must copy the value in thiscolumn to the new row. Any row that does not contain the RECORDIDvalue will be considered as an invalid record and this record willnot be processed. You can add multiple additional attributes tothe CSTRID2 record in the master data file. You can provide theserecurring values in the master data file by copying the recurringfields group (CSTRID2 and its corresponding fields) one after theother in the master data file. The CSTRID2 recurring group includesFIRSTNAME MIDDLENAME LASTNAME JOBTITLE EMAILID and DAYPHONE fields. |
| FIRSTNAME | Indicates the first name of the customer contact. |
| MIDDLENAME | Indicates the middle name of the customer contact. |
| LASTNAME | Indicates the last name of the customer contact. |
| JOBTITLE | Indicates the functional designation of thecustomer contact. |
| EMAILID | Indicates the email address of the customercontact. |
| DAYPHONE | Indicates the telephone number of the customercontact. |
| RECORDID (CSTRID3) | Indicates the identifier of the record for additionalcustomer contact details. You can use this recurring group to addadditional addresses to the customer contact. Do not modify the orderof this field in the master data file. When adding a new row youmust copy the value in this column to the new row. Any row that doesnot contain the RECORDID value will be considered as an invalid recordand this record will not be processed. You can add multiple additionalattributes to the CSTRID3 record in the master data file. You canprovide these recurring values in the master data file by copyingthe recurring fields group (CSTRID3 and its corresponding fields)one after the other in the master data file. The CSTRID3 recurringgroup includes FIRSTNAME MIDDLENAME LASTNAME EMAILID DAYPHONEADDRESSLINE1 ADDRESSLINE2 CITY STATE COUNTRY ZIPCODE ISCOMMERCIALADDRESSDEFAULTSHIPTO DEFAULTBILLTO AND DEFAULTSOLDTO fields. |
| FIRSTNAME | Indicates the first name of the customer contact. |
| MIDDLENAME | Indicates the middle name of the customer contact. |
| LASTNAME | Indicates the last name of the customer contact. |
| EMAILID | Indicates the email address of the customercontact. |
| DAYPHONE | Indicates the telephone number of the customercontact. |
| ADDRESSLINE1 | Indicates the address of the customer contact. |
| ADDRESSLINE2 | Indicates the address of the customer contact. |
| CITY | Indicates the location of the customer contact. |
| STATE | Indicates the state where the customer contactis located. |
| COUNTRY | Indicates the country of the customer contact. |
| ZIPCODE | Indicates the ZIP code of the customer contact'slocation. |
| ISCOMMERCIALADDRESS | Indicates whether the address of the customercontact is commercial or residential. The valid values are Y and N. |
| DEFAULTSHIPTO | Indicates whether the address specified is thedefault address of the customer contact for shipping the order. Thevalid values are Y and N. |
| DEFAULTBILLTO | Indicates whether the address specified is thedefault address of the customer contact for billing. The valid valuesare Y and N. |
| DEFAULTSOLDTO | Indicates whether the address specified is thedefault address of the customer contact. The valid values are Y andN. |
Notes:
- New customers can be created using the master data upload functionality.The Organization Code for a new customer is constructed by concatenatingthe value of the CustomerID (provided in the master data file) andthe partial value of the Parent Organization Code. For example ifthe value of CustomerID is TESTCUSTID001 and the value of the ParentOrganization Code is ODCO00130789 the Organization Code of the newcustomer is created by removing ?ODCO? and appending the remaining8 characters to the CustomerID. Therefore the constructed OrganizationCode is TESTCUSTID00100130789.
- If you have deleted an existing business customer from the systemusing the Delete option in the Action attributein the customer_template.csv file ensure that youdo not reuse the value of the CustomerID of the deleted business customer.This is because the organization associated with the deleted businesscustomer is retained in the database. If you attempt to upload theCustomer master data template file with the value of the CustomerIDof the deleted business customer the master data upload fails witha ?Record already exists in the database? error message. Howeverthis restriction in the reuse of the CustomerID value is not applicablewhen uploading the Customer master data template file for a consumercustomer.
- The maximum size of the master data file that you can upload ata time is 4 MB. If you need to upload a master data file whose filesize is greater than 4 MB modify the master data file or create additionalmaster data files in conformity with the maximum file size limit.
- Do not reuse the values of the RECORDID provided in the templatefile such as ACTRID CSTRID1 and so on in the other fields such asCUSTOMERID COMPANY and so on. The master data upload will fail ifyou provide the same values as that of the RECORDID
- Do not add multiple values for a non-recurring group against asingle record. This will cause the record to fail as the record willbe considered as an invalid record.
- Ensure that none of the fields contain blank values. If you donot want to use a field in the master data file you must enter anasterisk as the value in that field such that the unused field isdisregarded during the master data file upload.
- The third and fourth rows of the master data template file containsample data.
- Do not add a line break in a field.
- Do not localize the master data file.
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Document Information
Modified date:
08 December 2018
UID
ibm10762749