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Customer
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Key field. Enter the customer/client.
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Alternate Customer
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The alternate identifier for the customer/client is displayed.
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Name
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The corresponding customer name is displayed.
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Short Name
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The corresponding customer short name is displayed.
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Customer Type
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Optional. Enter the type of customer. Valid values are:
Individual [I]
Incorporated [C]
Partnership [P]
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Billing Code
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Optional. Enter the default billing profile for the customer. See Billing Profile (BPRO) for valid values.
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Date of Birth
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Optional. Enter the customer's date of birth (
mm dd ccyy
).
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Miscellaneous Customer
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If selected [Y], this customer is a miscellaneous, one-time, or summary customer. This field is displayed.
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SIC Code
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Required if Customer Type = C. Enter the standard industry code for this customer.
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Customer Speaks English
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Optional. Select the appropriate value. Defaults to
No Entry [blank].
Valid values are
Yes [Y]
,
No [N]
, and
No Entry [blank]
.
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Customer Status
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Default is
Active [A]
. Valid values are
Active [A]
,
Inactive [I]
or
Marked for Deletion [D]
.
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In State
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Default [Y]. Select [N] if the customer is not located In-State.
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Marital Status
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Defaults to
No Entry [blank]
. Valid values are
Single [S]
,
Married [M]
,
Divorced [D]
, or
No Entry [blank]
.
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Sex
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Defaults to
No Entry [blank]
. Valid values are
No Entry [blank]
,
Female [F]
and
Male [M]
.
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Customer is Tax Exempt
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Defaults to
No Entry [blank]
. Valid values are
Yes [Y]
,
No [N]
, and
No Entry [blank]
.
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Mail Returned
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Defaults to
No Entry [N]
. Select
Yes [Y]
if the customer's address is no longer valid. Valid values are
Yes [Y]
,
No [N]
, and
No Entry [N]
.
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Project Funding Source
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Defaults to
No Entry [blank]
. If this customer is associated with a project fund, select
Yes [Y]
. Valid values are
Yes [Y]
,
No [N]
, and
No Entry [blank]
.
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Project Funding Source Type
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Conditional.
Project Funding Source
must be
Yes [Y]
to enter a value other than
No Entry [blank]
. Select the value that best describes the type of project fund. Valid values are
Federal [F]
,
State [S]
,
Bond [B]
, and
Other [O]
.
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Third Party Code
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Optional. Enter the third party that is used for billing the customer. See Third Party Billing (TPAR) for valid values.
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Text Exists on Customer Text
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If selected [
Y
], text was entered on Customer Text (CTXT) for the customer. This field is displayed.
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License/Permit Number
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Optional. Enter the license or permit number with which the customer is associated.
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