Load PEIDs and Addr From File - PEUTLP
This function allows the user to add or update Person/Entity IDs and Addresses in batch format. The utility will accept comma-delimited files and will load the information into the PEDB. Choose "01" to load PEIDs or choose "02" to load Addresses.
Input files should be created using a spreadsheet application. The spreadsheet column order from left to right must correspond to the following field orders based on what type of data is being loaded:
PEIDs |
| Addresses |
|
|---|---|---|---|
Column | Field | Column | Field |
A | PE ID (required-unique) | A | PEID (required) |
B | Name (required) | B | Address Line 1 |
C | Suffix | C | Address Line 2 |
D | Nickname | D | Address Line 3 |
E | Salute Code | E | Address Line 4 |
F | SSN Part 1 | F | City |
G | SSN Part 2 | G | State Code |
H | SSN Part 3 | H | Zip Code |
I | Blank Column | I | Country Code |
J | TIN | J | Phone Code 1 |
K | 1099 Flag | K | Area Code 1 |
L | Responsible Alternative ID | L | Phone Prefix 1 |
M | Owner ID | M | Phone Number 1 |
N | Affiliation Code | N | Phone Extension 1 |
O | Select Code 1 | O | Phone Code 2 |
P | Select Code 2 | P | Area Code 2 |
Q | Due Days | Q | Phone Prefix 2 |
R | ID Status (defaults to "AC") | R | Phone Number 2 |
S | Create Date (defaults to current) | S | Phone Extension 2 |
T | Customer Contact Person | T | Area Code 3 |
V | PEID Web URL | V | Phone Prefix 3 |
W | ID Type | W | Phone Number 3 |
X | Discount | X | Phone Extension 3 |
Y | Taxable Status | Y | Address Contact Name |
Z | Require Bundles | Z | Address Email Address |
AA | Rate | AA | Address Web URL |
AB | AG Price Calculation Code 1-6 | AB | Address Code (required-unique) |
AH | AM Price Calculations 1-6 |
|
|
Save the spreadsheet file to comma-delimited format (CSV). Use a text editor to verify that the comma delimited field order matches the spreadsheet order (this is to make sure there were no hidden columns or headers in the spreadsheet before it was saved as a comma-delimited file).
When the utility is run, new PEIDs or Addresses will be added to the PEDB and existing records will be updated. An error will occur if you attempt to load an address for a PEID that has not yet been defined in PEUPPE.
Test mode will cause the program to skip any data base changes.An optional question allows the number of header lines to skip before file processing begins.