Trade Layout

#

Display Label

Business Description

Data Type
(Maximum length)

Required

Notes on Sending this Field

1.

Customer #

Number used to identify the customer.

C(30)

Note: If the customer number does not exist, a new customer is created. If a customer with this number already exists, the existing customer information is updated with the information sent.

2.

Customer Name

The legal name for the customer's business.

Y

3.

Trade Style/DBA

Alternative name or trade name used by a business for sales or marketing purposes.

C(100)

This is the first doing business as name that appears on the customer’s Basic screen.

4.

Address 1 (Legal)

The first address line for the customer’s legal address.

C(50)

5.

Address 2 (Legal)

The second address line for the customer’s legal address.

C(50)

6.

City (Legal)

City for the customer's legal address.

C(30)

Y

7.

State (Legal)

C(2)

Y

Two characters for the state. Validated as one of the items entered for the State list. The State list is maintained by eCredit. See Appendix B & C for the formats for sending US states,  and Canadian provinces.
See Formats for States

8.

Zip Code (Legal)

The postal zip code for the customer’s legal address.

C(12)

Legal address zip or postal code

9.

Country (Legal)

The Country for the customer’s legal address.

C(2)

Y

Two characters for the country. The only supported country is US.

10.

Phone (Legal)

The phone number for the customer’s legal address.

C(25)

Should be stored without any formatting

11.

Fax (Legal)

The fax number for the Customer's legal address.

C(25)

Should be stored without any formatting

12.

Tax ID

For corporate customers, the Federal Tax Identification number for the business.

C(30)

Should be stored without any formatting

13.

LINK ID

9-digit number assigned by Cortera for the customer.

C(9)

14.

Experian BIN

9-digit number assigned by Experian for the customer

C(9)

15.

Duns #

9-digit number assigned by Dun & Bradstreet (D&B) for the customer.

C(9)

16.

SIC Code

The Standard Industrial Classification code that has the importance of primary. This code best describes the customer's business.

C(4)

Valid format NNNN

17.

Customer Since

The date when you established a business relationship with the customer.

D(8)

Valid format is YYYYMMDD

18.

In Business Since

Date when the customer's business was established.

D(8)

Valid format is YYYYMMDD

19.

Account Status

The customer account status. Examples:

OPN = Open credit,

CSH = cash only,

W/O = written off,

OOB = out of business

C(40)

List: To display this field, it must be sent exactly as entered for the Account Status list using the Lists and Items feature

20.

AR Date

Date of  the Accounts Receivable data

D(8)

Y if you are sending any AR data.

.

Valid format is YYYYMMDD

Note: If you are sending any AR data, the AR date is required. If you are sending only customer data, the AR date is not required

21.

Date of Last Sale

Date of the most recent sale made to the customer.

D(8)

Valid format is YYYYMMDD

22.

Last Charge Off Date

Date when the most recent charge-off occurred.

D(8)

Valid format is YYYYMMDD

23.

Average Days to Pay

Average days to pay by this customer (in past year)

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas.

24.

Bad Debt

Amount of the Accounts Receivable that was written off as bad debt.

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas.

25.

Total AR Balance

Total A/R balance for the customer.

N(14,2)

Validated as a number using the format 14,2. Validate if this field is same as total of all aging buckets including current.

Important: Do not send any commas or dollar signs.

26.

Aging Current

Amount that is current and not yet due for payment.

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas or dollar signs.

27.

Aging 1 - 30 days

Amount past due for this aging bucket.

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas or dollar signs.

28.

Aging 31- 60 days

Amount past due for this aging bucket.

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas or dollar signs.

29.

Aging 61-90 days

Amount past due for this aging bucket.

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas or dollar signs.

30.

Aging 91- 120 days

Amount past due for this aging bucket.

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas or dollar signs.

31.

Aging 121 + days

Amount past due for this aging bucket.

N(14,2)

Validated as a number using the format 14,2.

Important: Do not send any commas or dollar signs.

32.

Include in Portfolio Scoring

If selected, this customer is included in batch scoring using Cortera BOOST.

C(2)

Send Y to select this checkbox for the customer so that they are included in batch scoring using Cortera BOOST. Select N if you do not want the customer included in batch scoring.