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Debtors Table

The Debtors table contains customers and other parties associated to accounts. Each account can have multiple customer records. To ensure that Exchange locates the correct customer on the account, you must map the customer field that you specified as unique criteria in the Unique Debtor Criteria section of the General tab. For more information, see Specify Unique Customer Criteria.

Use DEBTORID or NAME to map to the correct customer record. In the Master table, Exchange only populates the Debtor0 (primary customer) record.

Field Name

Description

Length

Data Type

Parent Table and Field

Import Types

Number

Code that Latitude assigned to identify the account. For new business imports, don't map this field. For maintenance imports, you must map this field to ensure that Exchange Manager locates the correct account.

4

Integer

Master/Number

NB, M

DebtorID

Code that Latitude assigned to identify the customer. If you selected "Debtor ID" as the unique customer criteria, you must map this field.

4

Integer

None

NB, M

Seq

Code that indicates whether the customer is the primary or secondary customer on the account. If you selected "Seq" as the unique customer criteria, you must map this field.

0 = Primary customer
1 or greater = Secondary customer

4

Integer

Master/Seq

NB, M

IsBusiness

Flag that indicates whether the customer is a business.

1 = Yes
0 = No

1

Bit

None

NB, M

BusinessName

Business name. If ISBUSINESS flag = 0, leave this field blank.

50

VarChar

None

NB, M

IsParsed

Flag that indicates whether the name is parsed.

1 = Yes
0 = No

1

Bit

None

NB, M

Name

Customer name in "lastname, firstname MI suffix" format. If you selected "Name" as the unique customer criteria, you must map this field.

300

VarChar

None

NB, M

Prefix

Optional name prefix (Mr, Ms, Miss, Mrs, Dr, Prof).

50

VarChar

None

NB, M

FirstName

Customer's first name.

50

VarChar

None

NB, M

MiddleName

Customer's middle name.

50

VarChar

None

NB, M

LastName

Customer's last name.

50

VarChar

None

NB, M

OtherName

Customer's alternate name. 

30

VarChar

None

NB, M

Suffix

Optional name suffix (I, II, III, Jr, Sr).

50

VarChar

Master/other

NB, M

Street1

Customer's address line 1. 

128

VarChar

Master/Street1

NB, M

Street2

Customer's address line 2. 

128

VarChar

Master/Street2

NB, M

City

Customer's city. 

30

VarChar

Master/City

NB, M

State

Code that identifies the customer's state of residence. 

3

VarChar

Master/State

NB, M

ZIPCode

Customer's ZIP Code. 

10

VarChar

Master/Zipcode

NB, M

County

Customer's county of residence.

50

VarChar

None

NB, M

Country

Customer's country of residence.

50

VarChar

None

NB, M

MR

Flag that indicates whether the address is good.

Y = Yes, address is good

N = No, address is bad or unknown

1

VarChar

None

NB, M

SSN

Customer's social security number. If you selected "SSN" as the unique customer criteria, you must map this field.

15

VarChar

Master/SSN

NB, M

HomePhone

Customer's home phone number.

30

VarChar

Master/Homephone

NB, M

WorkPhone

Customer's work phone number. 

30

VarChar

Master/Workphone

NB, M

Pager

Customer's pager number.

20

VarChar

None

NB, M

Fax

Customer's fax number.

50

VarChar

None

NB, M

OtherPhone1

Not used.

20

VarChar

None

NB, M

OtherPhoneType

Not used.

15

VarChar

None

NB, M

OtherPhone2

Not used.

20

VarChar

None

NB, M

OtherPhone2Type

Not used.

15

VarChar

None

NB, M

OtherPhone3

Not used.

20

VarChar

None

NB, M

OtherPhone3Type

Not used.

15

VarChar

None

NB, M

Email

Customer's email address.

50

VarChar

None

NB, M

Gender

Customer's gender.

M = Male
F = Female
U = Unknown
N = Neutral
C = Company

1

Char

None

NB, M

Language

Customer's native language.

30

VarChar

None

NB, M

DLNum

Customer's driver license number.

50

VarChar

None

NB, M

DOB

Customer's date of birth. 

8

DateTime

Master/DOB

NB, M

JobName

Customer's employer's name.

50

VarChar

None

NB, M

JobAddr1

Customer's employer's address line 1.

128

VarChar

None

NB, M

JobAddr2

Customer's employer's address line 2.

128

VarChar

None

NB, M

JobCSZ

Customer's employer's city, state, and ZIP Code.

50

VarChar

None

NB, M

JobMemo

Note about the customer's employment.

16

Text

None

NB, M

Spouse

Spouse's name.

50

VarChar

None

NB, M

SpouseHomePhone

Spouse's home phone number.

20

VarChar

None

NB, M

SpouseJobName

Spouse's employer's name.

50

VarChar

None

NB, M

SpouseJobAddr1

Spouse's employer's address line 1.

128

VarChar

None

NB, M

SpouseJobAddr2

Spouse's employer's address line 2.

128

VarChar

None

NB, M

SpouseJobCSZ

Spouse's employer's city, state, and ZIP Code.

50

VarChar

None

NB, M

SpouseWorkPhone

Spouse's work phone number.

20

VarChar

None

NB, M

SpouseJobMemo

Note about the spouse's employment.

16

Text

None

NB, M

SpouseResponsible

Not used.

1

VarChar

None

NB, M

Relationship

Customer's relationship to the account. If you selected "Relationship" as the unique customer criteria, you must map this field.

30

VarChar

None

NB, M

USPSKeyLine

Unique code that identifies a mail item.

16

VarChar

None

NB, M

IsHomeOwner

Not used.

1

Bit

None

NB, M

CBRException

Exception that prevents reporting the customer to the credit bureaus.

2

SmallInt

None

NB, M

CBRExclude

Flag that indicates whether to prevent reporting of the account to the credit bureaus.

1 = Yes

0 = No

1

Bit

None

NB

DebtorMemo

Not used.

16

Text

None

NB, M

EarlyTimeZone

Code that identifies the earliest time zone (for example, 5 is Eastern) allowed to call the customer.

4

Integer

None

NB, M

LateTimeZone

Code that identifies the latest time zone (for example, 5 is Eastern) allowed to call the customer.

4

Integer

None

NB, M

ObserveDST

Flag that indicates whether the customer is in a location that observes daylight savings time.

1= Yes

0 = No

1

Bit

None

NB

RegionCode

Not used.

2

Char

None

NB, M

TimeZoneOverride

Not used.

1

Bit

None

NB

JobCity

Customer's employer's city.

50

VarChar

None

NB, M

JobState

Customer's employer's state.

3

VarChar

None

NB, M

JobZIPCode

Customer's employer's postal code.

10

VarChar

None

NB, M

JoinedDebtorID

Code that identifies a customer who is joined to the account.

4

Integer

None

NB, M

ReevaluateJoins

Flag that indicates whether to reevaluate whether the customer is still joined to the account.

1 = Yes
0 = No

1

Bit

None

NB, M

DoNotJoin

Flag that indicates whether to join the customer to the account.

1 = Yes
0 = No

1

Bit

None

NB, M

ID1

User-defined account ID.

50

VarChar

None

NB, M

ID2

User-defined account ID.

50

VarChar

None

NB, M

PURN

Personal Unique Record Number that an outside provider (such as a credit bureau) assigned to identify a person.

50

VarChar

None

NB, M

IsLiable

Flag that indicates whether the customer is liable for the debt.

1 = Yes
0 = No

1

Bit

None

NB, M

ShouldQueue

Flag that indicates whether to display the account in a user's queue.

1 = Yes
0 = No

1

Bit

None

NB, M

Worked

Date a user last worked the account.

8

DateTime

None

NB, M

Contacted

Date a user last contacted a party on the account.

8

DateTime

None

NB, M

AuthorizedForDebtorID

Code that identifies the customer who authorized this person to discuss and pay the debt on the account.

4

Integer

None

NB, M

Related Topics

Destination Fields