Customer

Sedona internal autonumber for the Customer record

Customer Number the customer sees

If a person, CustomerName should be passed in as "Last, First"

Customer Status: AR = Active Recurring; ANR = Active Nonrecurring; CANC = Canceled; defaults to config setting for customerStatusCode if not supplied

Value from AR_Type_Of_Customer table; list of valid options can be retrieved from GET: api/customertype

Value from AR_Collection_Status table; defaults to config setting for customerCollectionStatusCode if not supplied

Value from SY_Employee table; defaults to N/A if not supplied; list of valid options can be retrieved from GET: api/salesperson

Value from AR_Term table (Payment terms); list of valid options can be retrieved from GET: api/term

Applies only to tax exempt organizations (i.e. government/nonprofit)

A Blanket PO is used as the default Purchase Order number for the Customer.

date the blanket PO expires; defaults to null date (12/30/1899) if not needed

Can store Customer Number from other systems

read only; do not set explicitly; calculated automatically

Set to true for Customer to be by-passed for Late Fees and/or Finance Charges.

Set to true for Customer to be skipped when printing Statements.

Set to true for Customer to be disregarded for Collections.

Date on which the Customer should be bypassed for all Company Rate Increases; defaults to 12/30/1899 if not needed

read only; do not set explicitly

Set to true to print Site information on Invoices and Statements

Determines if you want to print Statements for this Customer. If false, this Customer will be skipped when printing Statements.

Determines if Cycle Invoices should be printed for this Customer. If false, then Cycle (Recurring) Invoices will not be printed.

Roll up all recurring items to one site.

Generally the installation date of the first site; defaults to today if not supplied

Value from AR_Branch table; defaults to config setting for branchCode if not supplied; list of valid options can be retrieved from GET: api/branch

Do not set explicitly; pass in GroupCode and this will be validated and set automatically

Customer Group security feature; value from AR_Customer_Group table; list of valid options can be retrieved from GET: api/customergroup

Secondary Customer Group; value from AR_Customer_Group table; list of valid options can be retrieved from GET: api/customergroup

Secondary Customer Name

Master Account Number this customer should be under (if applicable); value from AR_Master_Account table; defaults to N/A if not supplied; list of valid options can be retrieved from GET: api/masteraccount

Value from AR_Customer_Relation table; for chain accounts (reporting purposes); defaults to N/A if not supplied

Set to true if this account is a Master Account; will be added to AR_Master_Account table

If set to true, all sub account invoices are billed to Primary Master

The amount currently owed by the customer. Returned only when getting a single customer. Not used with adds and updates.

The total active RMR for the customer. Returned only when getting a single customer. Not used with adds and updates.

The total active RAR for the customer. Returned only when getting a single customer. Not used with adds and updates.

Customer Name - Customer Number