Customer (ARC001)
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Customer (ARC001)
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Conversion Description
This conversion design aims to convert and load Customer data from Agency Business System or FLAIR as a starting point for the conversion. However, additional data points will be needed for required fields (e.g., Since Date, Customer Type, Primary Bill To, Primary Ship To, Primary Sold to) which will need to be reviewed by agencies before converting to Florida PALM. The process will convert active customers that are relevant to agency or enterprise operations in Florida PALM going forward. This will enable each agency to maintain accounts receivable by customer and associate customer with transactions in Florida PALM. Customer conversion data from these sources will be compiled and uploaded for processing as defined in the D638 - Updated Data Conversion and Migration Strategy. Agencies will be responsible for ensuring that the data to be converted is accurate and ready for conversion.
For this conversion, the custom Inbound Customer Data (ARI009) program will be leveraged to read the customer file and load data into Florida PALM. The same ARI009 interface layout will be utilized by agencies to create the customer file.
Click below to view the conversion file layout and sample data file.
Business Process Models
This conversion can be found in the following business processes:
Source Data
The table below details the files from the integrating systems that will provide the source data for this conversion.
File Name | Source System | Description |
| Agency_ARI009_D_YYYYMMDD- HHMM.txt | Agency Business Systems or FLAIR | File which contains all active customers that will be loaded in Florida PALM. |
Conversion Layout
The layout of the conversion is listed below.
| Data Field | Record Type | Data Field Description |
|---|---|---|
| Record Code | Customer Header | Record Code identifying the Customer Header information on the record. |
| Set ID | Customer Header | This field is used to specify Customer Setid which is agency specific. |
| Customer ID | Customer Header | Uniquely identifies an individual or entity, that conducts business and/or financial transactions with the State of Florida or otherwise is obligated to pay funds or incurs debt to the State. |
| Customer Status | Customer Header | Current Status of the Customer. |
| Customer Type | Customer Header | Type of Customer. Used to identify customer categories in reports. |
| Date Added | Customer Header | Enter the Conversion Date of the customers to Florida PALM. |
| Since Date | Customer Header | Specify that the customer has been a customer since a certain date, which may be the date added. If unknown, populate with the same date as the Date Added field. |
| Name 1 | Customer Header | Primary Name of the Customer. |
| Name 2 | Customer Header | This is an overflow of the name of the customer that will be maintained in Florida PALM. |
| Short Name | Customer Header | Short Name of the Customer. It appears on pages that have limited space. If left blank, system will default the Short Name to be the first 10 characters of the Name 1 data element. |
| Agency Customer ID | Customer Header | Agency Customer ID is created or provided by the agency for linking customer numbers. |
| Corporate Customer Checkbox | Customer Header | This field is used to identify if the customer is Corporate/Parent Customer. If left blank, system should default as 'Y' |
| Agency Parent Customer ID | Customer Header | Agency Parent Customer ID is provided for linking Parent and Child relationship. If the Agency Parent Customer ID is invalid, no Parent and Child relationship will be established. |
| Cust Char30 C | Customer Header | Field for Agency use |
| Cust Char30 D | Customer Header | Field for Agency use |
| Cust Char10 A | Customer Header | Field for Agency use |
| Cust Char10 B | Customer Header | Field for Agency use |
| Cust Char10 C | Customer Header | Field for Agency use |
| Cust Char10 D | Customer Header | Field for Agency use |
| Cust Char2 | Customer Header | Field for Agency use |
| Cust Char4 | Customer Header | Field for Agency use |
| Cust Char6 | Customer Header | Field for Agency use |
| Cust Char8 | Customer Header | Field for Agency use |
| Cust Char1 A | Customer Header | Field for Agency use |
| Cust Char1 B | Customer Header | Field for Agency use |
| Cust Char1 C | Customer Header | Field for Agency use |
| Cust Char1 D | Customer Header | Field for Agency use |
| Cust N12.3 A | Customer Header | Field for Agency use |
| Cust N12.3 B | Customer Header | Field for Agency use |
| Cust N12.3 C | Customer Header | Field for Agency use |
| Cust N12.3 D | Customer Header | Field for Agency use |
| Cust Nbr15 A | Customer Header | Field for Agency use |
| Cust Nbr15 B | Customer Header | Field for Agency use |
| Cust Nbr15 C | Customer Header | Field for Agency use |
| Cust Nbr15 D | Customer Header | Field for Agency use |
| Filler1 | Customer Header | This field is reserved for future use in Florida PALM. |
| Filler2 | Customer Header | This field is reserved for future use in Florida PALM. |
| Filler3 | Customer Header | This field is reserved for future use in Florida PALM. |
| Filler4 | Customer Header | This field is reserved for future use in Florida PALM. |
| Filler5 | Customer Header | This field is reserved for future use in Florida PALM. |
| Record Code | Bill To Customer Option | Record Code identifying the Bill To Customer Option information on the record. |
| Customer Bill To Options Effective Date | Bill To Customer Option | Customer Bill To Options are needed to save a customer. Indicates the date the billing options are available for AR item transactions. |
| Customer Bill To Options Effective Status | Bill To Customer Option | Customer Bill To Options are needed to save a customer. This field is used to indicate Status of billing options available for AR item transactions. |
| Filler1 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler2 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler3 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler4 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler5 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler6 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler7 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler8 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler9 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Filler10 | Bill To Customer Option | This field is reserved for future use in Florida PALM. |
| Record Code | Customer Address Detail | Record Code identifying the Customer Address Detail information on the record. |
| Address Sequence Number | Customer Address Detail | Represents a unique, sequential identifier for a customer billing address. A customer can have multiple addresses associated with it. For each new customer, start the address sequence with the number 1 and increment for each additional address. |
| Effective Date | Customer Address Detail | Indicates the date the address is available for transactions. |
| Effective Status | Customer Address Detail | This field is used to indicate Status of address |
| Description | Customer Address Detail | Agencies will provide an Address Description to help identify the location. Description will be mentioned for each unique address sequence numbers. |
| Primary Bill To | Customer Address Detail | Indicates whether the address is primary bill to address for the customer. Only one address must be designated as the primary/default billing address for the customer. |
| Primary Ship To | Customer Address Detail | Indicates whether address is the primary ship to address for the customer. Only one address must be designated as the primary/default ship to address for the customer. |
| Primary Sold To | Customer Address Detail | Indicates whether address is the primary sold to address for the customer. Only one address must be designated as the primary/default sold to address for the customer. |
| Address 1 | Customer Address Detail | First Line of the Address. |
| Address 2 | Customer Address Detail | Second Line of the Address. |
| Address 3 | Customer Address Detail | Third Line of the Address. |
| Address 4 | Customer Address Detail | Fourth Line of the Address. |
| City | Customer Address Detail | City for the customer address. |
| County | Customer Address Detail | County. |
| State | Customer Address Detail | State for the customer address. |
| Postal | Customer Address Detail | Postal code for the customers address. |
| Country | Customer Address Detail | Country Code. |
| Filler1 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler2 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler3 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler4 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler5 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler6 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler7 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler8 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler9 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Filler10 | Customer Address Detail | This field is reserved for future use in Florida PALM. |
| Record Code | CustomerCorrespondence | Record Code identifying the Customer Correspondence information on the record. At least one record is required for each Customer record. |
| Effective Date | CustomerCorrespondence | Indicates the date this correspondence options are available for transactions. |
| Effective Status | CustomerCorrespondence | This field is used to indicate Status of correspondence. |
| Dispute Checkbox | CustomerCorrespondence | Indicates whether the customer is in dispute. |
| Dispute Status | CustomerCorrespondence | Indicates the reason of dispute. |
| Dispute Date | CustomerCorrespondence | Indicates when the date when the customer was in dispute. |
| Filler1 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler2 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler3 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler4 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler5 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler6 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler7 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler8 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler9 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Filler10 | CustomerCorrespondence | This field is reserved for future use in Florida PALM. |
| Record Code | Customer Numbers | Record Code identifying the Customer Numbers information on the record. |
| Standard ID Qualifier | Customer Numbers | Standard ID Qualifier. |
| Standard ID Number | Customer Numbers | ID number. |
| Filler1 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler2 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler3 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler4 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler5 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler6 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler7 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler8 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler9 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Filler10 | Customer Numbers | This field is reserved for future use in Florida PALM. |
| Record Code | CustomerContact | Record Code identifying the Customer Contact information on the record. This record is applicable only when customer have contacts. |
| Contact ID | CustomerContact | Assigning contacts to a customer is optional. A Customer can have more than one Address. A Contact can only be associated with one Address per Customer. A Contact can be associated with multiple Customers. A Contact associated with multiple Customers will have their own Contact/Address relationship. |
| Effective Date | CustomerContact | Indicates the date the contact is available for transactions. |
| Effective Status | CustomerContact | This field is used to indicate Status of contact |
| Contact Flag | CustomerContact | An attribute that describes the specific purpose of a given bank/counterparty contact person. |
| Salutation Code | CustomerContact | Salutation for the contact. |
| Address Sequence Number | CustomerContact | Customer address that the contact must be linked to by using the Address Sequence Number or Location online. |
| Primary Bill Contact | CustomerContact | Indicates whether the contact is the Primary Bill To contact for the customer. |
| Primary Ship Contact | CustomerContact | Indicates whether the contact is the Primary Ship To contact for the customer. |
| Primary Sold Contact | CustomerContact | Indicates whether the contact is the Primary Sold To contact for the customer. |
| Title | CustomerContact | Title of the contact. |
| Name | CustomerContact | Name of the contact. |
| Communication Method | CustomerContact | Preferred Communication. |
| Email ID | CustomerContact | A User's Email ID. |
| Filler1 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler2 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler3 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler4 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler5 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler6 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler7 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler8 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler9 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Filler10 | CustomerContact | This field is reserved for future use in Florida PALM. |
| Record Code | Customer PhoneContact | Record Code identifying the Customer Contact phone information on the record. |
| Phone Type | Customer PhoneContact | Phone number type (i.e. Business Phone, Cell Phone, etc.) associated with the contact. |
| Phone | Customer PhoneContact | Telephone number. |
| Extension | Customer PhoneContact | Extension to the phone number associated with the contact. |
| Primary Phone | Customer PhoneContact | Indicate if the phone number represents the primary number for the contact. |
| Filler1 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler2 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler3 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler4 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler5 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler6 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler7 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler8 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler9 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
| Filler10 | Customer PhoneContact | This field is reserved for future use in Florida PALM. |
Version History
Date | Revision Description |
12/01/2023 | Original Version |
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