ACCUSTOMER

Activity Customer

This file contains customer information from BR11.1 (Customer), It includes customer, customer type, billable percentage, invoice information, bill-to number, and retainer information. This file also contains pay request options for grantors for Grant Management Billing. Use GM14.1 (Pay Request Options) to create and maintain grantor pay request options. Pay request options are assigned to the Grant for Grant Billing via GM15 (Grant). GM14 is essentially a slimmed down version of BR11 (Customer).

REFERENCED BY
ACAC.1


UPDATED BY
AR01.1

FIELD NAME DESCRIPTION/VALID VALUES UPDATED BY
CMR-CUSTOMER
Element: Customer
Alpha 9 (Right Justified)
Required key. This is the name of the customer.
CMR-CONTACT-CODE
Element: Contact Code
Alpha 5
CMR-PERC-BILLABLE
Element: Billable Percentage
Signed 7.4
This field defines what percentage of the charges to a customer is billable.
CMR-INVC-PREFIX
Element: Invoice Prefix
Alpha 2
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-OPTIONS
Element: Invc Options
Alpha 1

A = Account Category
B = Contract Category Group
C = Attribute
D = Resource
E = Summary Account Category
F = Cost Classification
CMR-INVC-FORMAT
Element: Invc Format
Alpha 1

S = Standard Invoice
C = Customized Invoice
F = Fax
E = EDI
V = Custom Vat
CMR-BILL-TO
Element: Bill To
Numeric 4
This is the number to bill.
CMR-PROCESS-LEVEL
Element: Process Level
Alpha 5
This field contains the process level, which is the reporting hierarchy below company.
CMR-TAX-CODE
Element: Tax Code
Alpha 10
This field contains a code representing specific tax information. This must be valid Tax Code.
CMR-TAX-EXEMPT-CD
Element: Tax Exempt Cd
Alpha 1
Code indicating the taxing status. E - Exempt, T - Taxable.
CMR-TAX-PRINT
Element: Tax Print
Alpha 1
This field determines how to summarize the tax codes/amounts on the invoice. Options are: S - Single, M - Multiple
M = Multiple sum by code/level
S = Single tax line
CMR-AR-INT-OPTION
Element: Ar Int Option
Alpha 1

S = Summary
D = Detail
A = Activity/Acct Cat
CMR-CM-PREFIX
Element: Cm Prefix
Alpha 2
CMR-EXCEED-OPTION
Element: Exceed Option
Alpha 1

I = Include
E = Exclude
CMR-INVC-SUMM-OPT
Element: Invc Summ Opt
Alpha 1

D = Detail Only
S = Invoice Summary Only
CMR-INVC-OPTION-2
Element: Invc Option 2
Alpha 1

A = Account Category
B = Contract Category Group
C = Attribute
D = Resource
E = Summary Account Category
CMR-COMPANY
Element: Company
Numeric 4
Identifies the AP company if the resource type = V. Identifies the HR company if the resource type = E. It is blank for type A, P or Q resources.
CMR-AC-CUSTOMER-ID
Element: Ac Customer Id
Alpha 5
CMR-CUMULATIVE-FL
Element: Cumulative Fl
Alpha 1

Y = Yes
N = No
CMR-COMPANY-NAME
Element: Company Name
Derived
CMR-CUST-NAME
Element: Cust Name
Derived
CMR-AR-SEARCH-NAME
Element: Ar Search Name
Derived
CMR-LOCK-BOX
Element: Lock Box
Alpha 2
CMR-SERVICE-LOC
Element: Service Loc
Numeric 4
A user defined code identifying a customer's service location.
CMR-BILL-TO-GRP
Element: Bill To Grp
Numeric 4
Used to identify a group of AR bill-to addresses used for customer invoicing in the BR system.
CMR-FEE-EXCEED-OPT
Element: Fee Exceed Opt
Alpha 1
The Fee Ceiling Overage maintained on the Customer (BR11). The valid values are: I = Include E = Exclude
CMR-JURIS-CODE
Element: Juris Code
Alpha 3
CMR-INVC-OPTION-3
Element: Invc Options
Alpha 1

A = Account Category
B = Contract Category Group
C = Attribute
D = Resource
E = Summary Account Category
CMR-INVC-OPTION-4
Element: Invc Options
Alpha 1

A = Account Category
B = Contract Category Group
C = Attribute
D = Resource
E = Summary Account Category
CMR-INVC-OPTION-5
Element: Invc Options
Alpha 1

A = Account Category
B = Contract Category Group
C = Attribute
D = Resource
E = Summary Account Category
CMR-TAX-CALC-FLAG
Element: Tax Calc Flag
Alpha 1
This flag determines whether tax will be calculated at a detail level or summary level. If calculated at a detail level, tax amounts will be calculated separately for each invoice line. If calculated at a summary level, taxable amount for a tax code for the whole invoice will be determined, and tax will be calculated on that summarized taxable amount.
1 = Detail
2 = Summary


ACCUSTOMER FILE INDEX

NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN
CMRSET1 COMPANY
CUSTOMER
AC-CUSTOMER-ID
ACAC.1 AR01.1


ACCUSTOMER FILE RELATIONS


ONE TO ONE RELATIONS

RELATION
NAME
RELATED FILE INTEGRITY RULES / FIELD MATCH
Arcomp ARCOMP Required
CMR-COMPANY->ACO-COMPANY
Arcustomer ARCUSTOMER Required
CMR-COMPANY->ACM-COMPANY
CMR-CUSTOMER->ACM-CUSTOMER
Billto BILLTO Not Required
ACO-CUST-GROUP->ABS-CUST-GROUP
CMR-CUSTOMER->ABS-CUSTOMER
CMR-BILL-TO->ABS-BILL-TO
Custdesc CUSTDESC Required
ACO-CUST-GROUP->CUD-CUST-GROUP
CMR-CUSTOMER->CUD-CUSTOMER


ACCUSTOMER FILE RELATIONS


ONE TO MANY RELATIONS

RELATION
NAME
RELATED FILE INTEGRITY RULES / FIELD MATCH
Achisthdr ACHISTHDR
CMR-COMPANY->HIH-COMPANY
CMR-CUSTOMER->HIH-CUSTOMER
  HIH-CONTRACT
  HIH-INVOICE-PREFIX
  HIH-INVOICE-NBR
  HIH-OBJ-ID
Acsrvcloc ACSRVCLOC
CMR-COMPANY->ASV-COMPANY
CMR-CUSTOMER->ASV-CUSTOMER
  ASV-SERVICE-LOC


File created: Wed Jun 08 20:48:19 2016

Home
Contact Us



All trademarks and registered trademarks are the property of their respective owners.