114 - Customer Information Import File: CUSTDATA.REG
The import operation is performed by means of a flat ASCII data file called CUSTDATA.REG, where REG is the Register Number of the BreakPoint workstation which is to receive the customer Information.
Filename: CUSTDATA.REGYou may create the CUSTDATA.101 file by any method whatsoever. This file may be created manually using a text editor/word processor or may be produced electronically by an automated Accounts Receivable system or database system.
Where: REG = Register Number
Example: CUSTDATA.101
In order for the CUSTDATA.REG file to be imported, it must reside in the appropriate directory under the proper filename prior to importing. The drive designation, directory and filename must be specified correctly during the import operation or BreakPoint will not find the import file.
Importation of the Customer Information Import File is performed using the PSCUSTIE utility. PSCUSTIE is an external program utility that is able to perform Customer Information Import on BreakPoint terminals in real-time, ie. EVEN while the cashier is actively operating the program. The PSCUSTIE utilty is documented in detail in the Technical Newsletter "PSCUSTIE: The Customer Import / Export Utility".
The PSCUSTIE utility is included with each copy of BreakPoint Professional. Please ensure that you have the correct version of PSCUSTIE for the copy of BreakPoint that you are using.
The Customer Information Import File must contain Customer Information Import Records of a specific format. Each record must contain the correct number of fields in the correct positions separated by spaces in just the right manner.
There are three record types which are supported, the Customer Information Import Record, the Customer Account Adjustment Record, and the Customer Delete Record. The field layouts of the various record types supported by the Customer Information Import File are outlined on the following page.
Each customer import record must be terminated with a carriage return and linefeed character. Each record must be a fixed length as all fields are required for each record. Fields that are left blank or filled with asterisks (*) will be ignored in all cases. Negative values must be entered with the minus sign (-) replacing the leftmost zero.
The Customer Information Import Record permits the entire set of customer information to be imported, including Customer Account#, Name and Address, Current Balance, Account Adjustment, Credit Limit, Cheque Limit and Bad Cheque Indicator, Automatic Discount Percentage, and more. This record must be entered exactly as shown below:
Record Format:
RECORD TYPE, LTH 1, COL 1-1, HARDCODED TO "C" FOR CUSTOMER INFORMATION
CUSTOMER ACCOUNT#, LTH 10, COL 3-12, ALPHANUMERIC, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER NAME, LTH 40, COL 14-53, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER ADDR1, LTH 40, COL 55-94, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER ADDR2, LTH 40, COL 96-135, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER PHONE#, LTH 10, COL 137-146, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER CITY, LTH 30, COL 148-177, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER STATE/PROVINCE, LTH 30, COL 179-208, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER ZIP/POSTAL CODE, LTH 20, COL 210-229, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER COMMENT1, LTH 40, COL 231-270, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER COMMENT2, LTH 40, COL 272-311, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER COMMENT3, LTH 40, COL 313-352, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER BALANCE, LTH 10, COL 354-363, NUMERIC, RIGHT JUSTIFIED, ZERO FILLED
ACCOUNT ADJUSTMENT, LTH 10, COL 365-374, NUMERIC, RIGHT JUSTIFIED, ZERO FILLED
CUSTOMER CREDIT LIMIT, LTH 10, COL 376-385, NUMERIC, RIGHT JUSTIFIED, ZERO FILLED
BAD CHEQUE INDICATOR, LTH 2, COL 387-388, ALPHANUMERIC, LEFT JUSTIFIED, BLANK FILLED
CUSTOMER CHEQUE LIMIT, LTH 10, COL 390-399, NUMERIC, RIGHT JUSTIFIED, ZERO FILLED
CUSTOMER DISCOUNT%, LTH 10, COL 401-410, NUMERIC, 2 DECIMAL DIGITS, RIGHT ........ JUSTIFIED,ZERO FILLED, NODECIMALPOINT
FREQUENT SHOPPER POINTS, LTH 10, COL 412-421, NUMERIC, RIGHT JUSTIFIED, ZERO FILLED
AUTO CUSTOMER PRICE LEVEL, LTH 1, COL 423-423, NUMERIC, VALUES 1-5 ONLY
FILLER, LTH 77, COL 424-500, ALL BLANKS
The Customer Account Adjustment Record permits the account balance to be adjusted. The adjustment can be done one of two ways. If a value exists in the Account Overwrite field, the account balance is replaced by the amount in that field. If a value does not exist in the Account Overwrite field but does exist in the Account Adjustment field, then the account balance is adjusted by the amount in that field. This record must be entered exactly as shown below:
Record Format:
RECORD TYPE, LTH 1, COL 1-1, HARDCODED TO "A" FOR ACCOUNT ADJUSTMENT
CUSTOMER ACCOUNT#, LTH 10, COL 3-12, ALPHANUMERIC, LEFT JUSTIFIED, BLANK FILLED
ACCOUNT OVERWRITE, LTH 10, COL 14-23, NUMERIC, RIGHT JUSTIFIED, ZERO FILLED
ACCOUNT ADJUSTMENT, LTH 10, COL 25-34, NUMERIC, RIGHT JUSTIFIED, ZERO FILLED
The Delete Customer Record permits the entire set of customer information to be deleted. This record must be entered exactly as shown below:
Record Format:
RECORD TYPE, LTH 1, COL 1-1, HARDCODED TO "D" FOR DELETE CUSTOMER
CUSTOMER ACCOUNT#, LTH 10, COL 3-12, ALPHANUMERIC, LEFT JUSTIFIED, BLANK FILLED
Each customer import record must be terminated with a carriage return and linefeed character. Each record must be a fixed length as all fields are required for each record. Fields that are left blank or filled with asterisks (*) will be ignored in all cases. Negative values must be entered with the minus sign (-) replacing the leftmost zero.