Customer Balances Import Technical Specifications

FIELD NAME

ATTRIBUTE

PICTURE

UPDATE METHOD

COMMENTS

1

Division Number

4

Numeric

Required even if 1

2

Customer Number

10

Numeric

3

Name

U35

Alpha

V

Converted to Upper Case

4

First Name

U15

Alpha

V

Converted to Upper Case

5

Last Name

U20

Alpha

V

Converted to Upper Case

6

Contact Name

U30

Alpha

V

Converted to Upper Case

7

Billing Address1

U30

Alpha

V

Converted to Upper Case – Main billing address

8

Billing Address2

U30

Alpha

V

Converted to Upper Case

9

Billing City

U25

Alpha

V

Converted to Upper Case

10

Billing State

U2

Alpha

V

Converted to Upper Case

11

Zipcode

#########

Alpha

V

Zip code + 4 and if no 4 all zeroes

12

Bill To

10

Numeric

V

13

Phone

##########

Alpha

V

No brackets, hyphens, or slashes

14

Phone Code

1

Alpha

V

15

Work Phone

##########

Alpha

V

No brackets, hyphens, or slashes

16

Work Phone Code

1

Alpha

V

17

Work Phone Extension

4

Numeric

V

18

Fax Phone

##########

Alpha

V

No brackets, hyphens, or slashes

19

Credit Limit

N9.2

Numeric

V

Updates PM credit limit field

20

Current Balance   502

N9.2

Numeric

A

Updates PM current balance

21

30 Day Balance

N9.2

Numeric

A

Updates PM 30 day balance

22

60 Day Balance

N9.2

Numeric

A

Updates PM 60 day balance

23

90 Day Balance

N9.2

Numeric

A

Updates PM 90 day balance

24

Total Balance

N9.2

Numeric

A

Updates PM total balance

25

Svc Cg Amt - Leave Blank

N9.2

Numeric

V

Leave in case needed later

26

Send Statement

U

Y/N

V

Y or N

27

Last Statement Balance

N6.2

Numeric

A

28

Last Statement Date

MMDDYY

Date

A

MMDDYY (no slashes)

29

Terms Code

2

Numeric

V

Numeric Term Code must match EnergyForce Term Code

30

Service Charge

U

Y/N

V

Y or N

31

Date Established

MMDDYY

Date

V

MMDDYY

32

Allow Disconnects

U

Y/N

V

Y or N

33

Turned Over To Collection

U

Y/N

V

Y or N

34

Alternate ID Cust Number

10

Alpha

V

35

Last Payment Date

MMDDYY

Date

A

MMDDYY

36

Last Payment Amount

N6.2

Numeric

A

37

Member ID Number

10

Numeric

V

38

Active or Inactive customer

U

Alpha

V

A = Active
I = Inactive

39

Cycle Code (statements)

2

Numeric

V

Must match Statement Cycle Code Maintenance file in EnergyForce

40

Active/Inactive Date

MMDDYY

Date

V

A or I

41

Discount Code

3

Numeric

V

Must match PM Discount Code Maintenance file

42

Salesman Code

3

Numeric

V

Must match PM Salesman Code Maintenance file

43

Active/Inactive Reason Code

2

Numeric

V

Must match PM Inactive Reason Maintenance file

44

Print Invoices

U

Y/N

V

Y = Yes 
N = No 
If blank, will be updated to Y on import

45

Memo on customer account

150

Alpha

V

Comment on account

46

Charge a Min Finance Charge

U

Y/N

V

Y = Yes 
N = No 
If blank, will be updated to N on import

47

Budget Payment Amount

N4.2

Numeric

A

Current budget payment amount

48

Prior Year Budget Payment

N4.2

Numeric

V

49

Budget Begin Period

2

Numeric

V

1 = January
12 = December

50

Budget Begin Year

4

Numeric

V

YYYY

51

Budget End Period

2

Numeric

V

1 = January
12 = December

52

Budget End Year

4

Numeric

V

YYYY

53

# of Budget billing Periods

2

Numeric

V

Total of budget billing periods (# of months the budget is for)

54

Total # of Budget Payments

2

Numeric

V

Total of budget payments that will be billed

55

Budget Active or Inactive

1

Alpha

V

A = Active
I = Inactive.
If blank, will be updated to I on import

56

# of Times Billed

2

Numeric

V

# of budget payments billed

57

Budget Billing Type Code

2

Numeric

V

Must match PM Billing Type Code Maintenance file

58

Contract Number

U10

Numeric

I

Required especially if more than 1 contract on a customer

59

Total Gallons Contracted

9.1

Numeric

I

Total gallons contracted

60

Gallons Delivered

9.1

Numeric

I

Total gallons delivered

61

Gallons To be Delivered

N9.1

Numeric

I

Total gallons left on contract

62

Dollars Contracted

N6.2

Numeric

I

Total dollar amount of the contracted gallons
(price per gallons * gallons = dollars)

63

Dollar Amount Delivered

N6.2

Numeric

I

Dollar amount that has been delivered on the contract. 

64

Ending Contract Date

MMDDYY

Date

I

MMDDYY (No slashes in the file)

65

Contract Beg Date

MMDDYY

Date

I

MMDDYY (No slashes in the file)

66

Contract Gas Price-no longer used

4.4

Numeric

I

No longer in use

67

Price Code

3

Numeric

I

Maintenance file for the price per gallon

68

Tier Price Code

U

Alpha

I

Maintenance file for the price per gallon

69

Contract Bill type Code

2

Numeric

I

Maintenance file for the Bill Type Code

70

Payments Received

N6.2

Numeric

I

Payments received on contract

71

Sales Tax Contracted

N6.2

Numeric

I

Sales tax on contract

72

Sales Tax Delivered

N6.2

Numeric

I

Sales taxes on contracts delivered

73

contract Comment

50

Alpha

I

Comment field

74

SSN

#########

Numeric

V

No hyphens. If less than nine digits, will not be updated.

75

Date of Birth

MMDDYYYY

Date

V

MMDDYY (No slashes)

76

Married

U

Alpha

V

77

Spouse SSN

#########

Num

V

No hyphens. If less than nine digits, will not be updated.

78

Spouse Date of Birth

MMDDYYYY

Date

V

MMDDYY (No slashes in file)

79

Spouse Name

U30

Alpha

V

80

Spouse Work Phone

##########

Numeric

V

No slashes in file

81

Credit Rating

U5

Alpha

V

Y = Yes
N = No