Rep_CustomerView

Reference No: 24685

(V 02.00.12-00)

Details

In CR2 you can generate a custom report using Rep_CustomerView, which will display the detailed information regarding the customer. The detailed list of the fields present in the view along with their description are given in the Table 1.0.

Table 1.0 Report Fields

Field Name	Definition
Contactiid	Unique number for the customer contact.
Customeriid	Unique number for the customer.
Contactid	Unique identifier for the customer's contact.
Customerid	Unique identifier for the customer.
Firstname	First name of the customer (customer contact).
Middlename	Middle name of the customer (customer contact).
Lastname	Surname of the customer (customer contact).
Companyname	If the customer is a company then, company name else the first name.
Type	Type of the customer (Individual/Corporate/Corporate member of).
WorkPhone	Work phone of the customer (from customer contact information).
Phonenumber	Customer phone number (given in the Customer edit window).
FaxNumber	Fax number of the customer (added in the contact).
Ucfirstname	First name of the customer (customer contact) in upper case.
Uclastname	Surname of the customer (customer contact) in upper case.
Uccompanyname	Company name/first name of the customer in upper case.
Homephone	Home phone number (provided while adding the contact information for the customer).
MobilePhone	Mobile phone number of the customer (provided for the contact).
LevelNo	If the customer has a main contact then, the latest main contact will have level number as 0 and the remaining contacts will have level number as 1. If there is no main contact for the customer then the latest contact will have level number as 0 and the rest of the contacts will have level number as 1.
maincontact	If the contact's main contact check box is selected then 0 else 1.
DefaultPayat	Values within the range of 0 to 3, based on the selection within the Customer edit screen > Order defaults > Bill at field.
Addressline	Street information entered within the customer address.
City	City entered within the customer address.
State	State entered within the customer address.
AccountType	Selected value within the drop-down list named Customer type in the Customer edit window.
keywords	Keyword given in the Customer edit window.
CustomerDefaultOrderType	Based on the order type in the Customer edit window > Order Defaults field. (For example, Default, Rental, Sales, RPO, Part sales, Work Order).
EquipmentSalesPerson	Equipment Sales Person tagged for the order types in the Customer edit window > Order Defaults.
PartsSalesPerson	Parts Sales Person tagged for the order types in the Customer edit window > Order Defaults.
PayMethod	Displays the value as 0, if no pay method is selected for an order type. Displays the value starting from number 1, representing the pay method option selected from the available list. For example, if the first option in the pay method list is selected, the value will be displayed as 1. Similarly, if the second option is selected the value will be displayed as 2 and so on.
PayType	Displays Pay Type as selected in the order defaults grid. The possible values are : Default, Bill, Cash, Cash Only. If Pay Type is not tagged for order type individually, then will display header level Pay Type tagged.
ShipVia	Displays the value as 0, if no Ship Via method is selected for an order type. Displays the value starting from number 1, representing the Ship Via method option selected from the available list. For example, if the first option in the Ship Via list is selected, the value will be displayed as 1. Similarly, if the second option is selected the value will be displayed as 2 and so on.
Paymentterms	Payment Terms tagged for order types in Order defaults grid. If Pay Type is not tagged for order type individually, then will display Payment Term tagged at header level .
ProfitCentre	Displays Profit Center as selected in the order defaults grid. If Profit Center is not tagged for order type individually, then will display Profit Center tagged at header level.