Customer (ARC001)
  • 29 May 2024
  • 9 Minutes to read
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Customer (ARC001)

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Article summary

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 FieldRecord TypeData Field Description
Record CodeCustomer HeaderRecord Code identifying the Customer Header information on the record.
Set IDCustomer HeaderThis field is used to specify Customer Setid which is agency specific.
Customer IDCustomer HeaderUniquely 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 StatusCustomer HeaderCurrent Status of the Customer.
Customer TypeCustomer HeaderType of Customer. Used to identify customer categories in reports.
Date AddedCustomer HeaderEnter the Conversion Date of the customers to Florida PALM.
Since DateCustomer HeaderSpecify 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 1Customer HeaderPrimary Name of the Customer.
Name 2Customer HeaderThis is an overflow of the name of the customer that will be maintained in Florida PALM.
Short NameCustomer HeaderShort 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 IDCustomer HeaderAgency Customer ID is created or provided by the agency for linking customer numbers.
Corporate Customer CheckboxCustomer HeaderThis field is used to identify if the customer is Corporate/Parent Customer. If left blank, system should default as 'Y'
Agency Parent Customer IDCustomer HeaderAgency 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 CCustomer HeaderField for Agency use
Cust Char30 DCustomer HeaderField for Agency use
Cust Char10 ACustomer HeaderField for Agency use
Cust Char10 BCustomer HeaderField for Agency use
Cust Char10 CCustomer HeaderField for Agency use
Cust Char10 DCustomer HeaderField for Agency use
Cust Char2Customer HeaderField for Agency use
Cust Char4Customer HeaderField for Agency use
Cust Char6Customer HeaderField for Agency use
Cust Char8Customer HeaderField for Agency use
Cust Char1 ACustomer HeaderField for Agency use
Cust Char1 BCustomer HeaderField for Agency use
Cust Char1 CCustomer HeaderField for Agency use
Cust Char1 DCustomer HeaderField for Agency use
Cust N12.3 ACustomer HeaderField for Agency use
Cust N12.3 BCustomer HeaderField for Agency use
Cust N12.3 CCustomer HeaderField for Agency use
Cust N12.3 DCustomer HeaderField for Agency use
Cust Nbr15 ACustomer HeaderField for Agency use
Cust Nbr15 BCustomer HeaderField for Agency use
Cust Nbr15 CCustomer HeaderField for Agency use
Cust Nbr15 DCustomer HeaderField for Agency use
Filler1Customer HeaderThis field is reserved for future use in Florida PALM.
Filler2Customer HeaderThis field is reserved for future use in Florida PALM.
Filler3Customer HeaderThis field is reserved for future use in Florida PALM.
Filler4Customer HeaderThis field is reserved for future use in Florida PALM.
Filler5Customer HeaderThis field is reserved for future use in Florida PALM.
Record CodeBill To Customer OptionRecord Code identifying the Bill To Customer Option information on the record.
Customer Bill To Options Effective DateBill To Customer OptionCustomer 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 StatusBill To Customer OptionCustomer Bill To Options are needed to save a customer. This field is used to indicate Status of billing options available for AR item transactions.
Filler1Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler2Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler3Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler4Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler5Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler6Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler7Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler8Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler9Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Filler10Bill To Customer OptionThis field is reserved for future use in Florida PALM.
Record CodeCustomer Address DetailRecord Code identifying the Customer Address Detail information on the record.
Address Sequence NumberCustomer Address DetailRepresents 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 DateCustomer Address DetailIndicates the date the address is available for transactions.
Effective StatusCustomer Address DetailThis field is used to indicate Status of address
DescriptionCustomer Address DetailAgencies will provide an Address Description to help identify the location. Description will be mentioned for each unique address sequence numbers.
Primary Bill ToCustomer Address DetailIndicates 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 ToCustomer Address DetailIndicates 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 ToCustomer Address DetailIndicates 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 1Customer Address DetailFirst Line of the Address.
Address 2Customer Address DetailSecond Line of the Address.
Address 3Customer Address DetailThird Line of the Address.
Address 4Customer Address DetailFourth Line of the Address.
CityCustomer Address DetailCity for the customer address.
CountyCustomer Address DetailCounty.
StateCustomer Address DetailState for the customer address.
PostalCustomer Address DetailPostal code for the customers address.
CountryCustomer Address DetailCountry Code.
Filler1Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler2Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler3Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler4Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler5Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler6Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler7Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler8Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler9Customer Address DetailThis field is reserved for future use in Florida PALM.
Filler10Customer Address DetailThis field is reserved for future use in Florida PALM.
Record CodeCustomerCorrespondenceRecord Code identifying the Customer Correspondence information on the record. At least one record is required for each Customer record.
Effective DateCustomerCorrespondenceIndicates the date this correspondence options are available for transactions.
Effective StatusCustomerCorrespondenceThis field is used to indicate Status of correspondence.
Dispute CheckboxCustomerCorrespondenceIndicates whether the customer is in dispute.
Dispute StatusCustomerCorrespondenceIndicates the reason of dispute.
Dispute DateCustomerCorrespondenceIndicates when the date when the customer was in dispute.
Filler1CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler2CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler3CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler4CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler5CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler6CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler7CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler8CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler9CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Filler10CustomerCorrespondenceThis field is reserved for future use in Florida PALM.
Record CodeCustomer NumbersRecord Code identifying the Customer Numbers information on the record.
Standard ID QualifierCustomer NumbersStandard ID Qualifier.
Standard ID NumberCustomer NumbersID number.
Filler1Customer NumbersThis field is reserved for future use in Florida PALM.
Filler2Customer NumbersThis field is reserved for future use in Florida PALM.
Filler3Customer NumbersThis field is reserved for future use in Florida PALM.
Filler4Customer NumbersThis field is reserved for future use in Florida PALM.
Filler5Customer NumbersThis field is reserved for future use in Florida PALM.
Filler6Customer NumbersThis field is reserved for future use in Florida PALM.
Filler7Customer NumbersThis field is reserved for future use in Florida PALM.
Filler8Customer NumbersThis field is reserved for future use in Florida PALM.
Filler9Customer NumbersThis field is reserved for future use in Florida PALM.
Filler10Customer NumbersThis field is reserved for future use in Florida PALM.
Record CodeCustomerContactRecord Code identifying the Customer Contact information on the record. This record is applicable only when customer have contacts.
Contact IDCustomerContactAssigning 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 DateCustomerContactIndicates the date the contact is available for transactions.
Effective StatusCustomerContactThis field is used to indicate Status of contact
Contact FlagCustomerContactAn attribute that describes the specific purpose of a given bank/counterparty contact person.
Salutation CodeCustomerContactSalutation for the contact.
Address Sequence NumberCustomerContactCustomer address that the contact must be linked to by using the Address Sequence Number or Location online.
Primary Bill ContactCustomerContactIndicates whether the contact is the Primary Bill To contact for the customer.
Primary Ship ContactCustomerContactIndicates whether the contact is the Primary Ship To contact for the customer.
Primary Sold ContactCustomerContactIndicates whether the contact is the Primary Sold To contact for the customer.
TitleCustomerContactTitle of the contact.
NameCustomerContactName of the contact.
Communication MethodCustomerContactPreferred Communication.
Email IDCustomerContactA User's Email ID.
Filler1CustomerContactThis field is reserved for future use in Florida PALM.
Filler2CustomerContactThis field is reserved for future use in Florida PALM.
Filler3CustomerContactThis field is reserved for future use in Florida PALM.
Filler4CustomerContactThis field is reserved for future use in Florida PALM.
Filler5CustomerContactThis field is reserved for future use in Florida PALM.
Filler6CustomerContactThis field is reserved for future use in Florida PALM.
Filler7CustomerContactThis field is reserved for future use in Florida PALM.
Filler8CustomerContactThis field is reserved for future use in Florida PALM.
Filler9CustomerContactThis field is reserved for future use in Florida PALM.
Filler10CustomerContactThis field is reserved for future use in Florida PALM.
Record CodeCustomer PhoneContactRecord Code identifying the Customer Contact phone information on the record.
Phone TypeCustomer PhoneContactPhone number type (i.e. Business Phone, Cell Phone, etc.) associated with the contact.
PhoneCustomer PhoneContactTelephone number.
ExtensionCustomer PhoneContactExtension to the phone number associated with the contact.
Primary PhoneCustomer PhoneContactIndicate if the phone number represents the primary number for the contact.
Filler1Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler2Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler3Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler4Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler5Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler6Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler7Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler8Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler9Customer PhoneContactThis field is reserved for future use in Florida PALM.
Filler10Customer PhoneContactThis field is reserved for future use in Florida PALM.

Version History

Date

Revision Description

12/01/2023

Original Version


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