{"id":1536,"date":"2014-06-20T09:11:30","date_gmt":"2014-06-20T08:11:30","guid":{"rendered":"http:\/\/help.sdna.lu\/?p=1536&lang=en"},"modified":"2022-07-28T12:20:33","modified_gmt":"2022-07-28T11:20:33","slug":"client","status":"publish","type":"post","link":"https:\/\/sdna.lu\/?p=1536","title":{"rendered":"Client"},"content":{"rendered":"

CLIENT<\/span><\/b><\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Name<\/th>\nType<\/th>\nMandatory<\/th>\nDescription<\/th>\n<\/tr>\n
<Record<\/span> Type<\/span> =”44<\/span>“><\/td>\nLong<\/td>\nY<\/td>\nType of object to import. 44 is for client<\/td>\n<\/tr>\n
<DBId><\/DBId><\/span><\/td>\nLong<\/td>\nY<\/td>\nDatabase ID in DeMaSy.<\/td>\n<\/tr>\n
<CompanyName><\/ CompanyName><\/span><\/td>\nChar(75)<\/td>\nY<\/td>\nCompany Name if client is a company.<\/td>\n<\/tr>\n
<PersonName><\/PersonName><\/span><\/td>\nChar(75)<\/td>\nY<\/td>\nPerson Name if client is a person.
\n(Concatenation of LastName and FirstName)<\/td>\n<\/tr>\n
<Prospect><\/Prospect><\/span><\/td>\nBoolean<\/td>\nN<\/td>\n0 = client \/ -1 = prospect<\/td>\n<\/tr>\n
<StartDate><\/StartDate><\/span><\/td>\nDate\/Time<\/td>\nN<\/td>\nStart date (YYYYMMDD)<\/td>\n<\/tr>\n
<EndDate><\/EndDate><\/span><\/td>\nDate\/Time<\/td>\nN<\/td>\nEnd date (YYYYMMDD)<\/td>\n<\/tr>\n
<FileNumber><\/FileNumber><\/span><\/td>\nLong<\/td>\nN<\/td>\nUnique Client number<\/td>\n<\/tr>\n
<DivisionName><\/DivisionName><\/span><\/td>\nChar(50)<\/td>\nN<\/td>\nDivision name<\/td>\n<\/tr>\n
<RiskValue><\/ RiskValue><\/span><\/td>\nInteger<\/td>\nN<\/td>\nClient risk value<\/td>\n<\/tr>\n
<DefGLAccountNumber><\/DefGLAccountNumber><\/span><\/td>\nChar(50)<\/td>\nY<\/td>\nDefault General Ledger Account number for postings<\/td>\n<\/tr>\n
<DefCurrencyName><\/DefCurrencyName><\/span><\/td>\nChar(10)<\/td>\nY<\/td>\nDefault invoices currency (ISO code)<\/td>\n<\/tr>\n
<DefReminderMaturity><\/DefReminderMaturity><\/span><\/td>\nInteger<\/td>\nY<\/td>\nPayment terms (number of days)<\/td>\n<\/tr>\n
<DefEndOfMonth><\/DefEndOfMonth><\/span><\/td>\nBoolean<\/td>\nY<\/td>\nPayment terms:
\n0 = number of days \/ -1 = end of month<\/td>\n<\/tr>\n
<DefVATCode><\/DefVATCode><\/span><\/td>\nChar(20)<\/td>\nY<\/td>\nDefault VAT Code<\/td>\n<\/tr>\n
<DefVATRate><\/DefVATRate><\/span><\/td>\nDouble<\/td>\nY<\/td>\nDefault VAT Rate<\/td>\n<\/tr>\n
<Status><\/ Status><\/span><\/td>\nChar(255)<\/td>\nN<\/td>\nClient status<\/td>\n<\/tr>\n
<ClientTypeName><\/ClientTypeName><\/span><\/td>\nChar(50)<\/td>\nN<\/td>\nClient type<\/td>\n<\/tr>\n
<InvoiceType><\/InvoiceType><\/span><\/td>\nInteger<\/td>\nN<\/td>\nN\/A (for reinsurance)<\/td>\n<\/tr>\n
<ReceivedCommissionType><\/ReceivedCommissionType><\/span><\/td>\nInteger<\/td>\nN<\/td>\nN\/A (for reinsurance)<\/td>\n<\/tr>\n
<GivenCommissionType><\/GivenCommissionType><\/span><\/td>\nInteger<\/td>\nN<\/td>\nN\/A (for reinsurance)<\/td>\n<\/tr>\n
<\/Record><\/span><\/td>\n<\/td>\nY<\/td>\nEnd of block<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

PDF version<\/a>
\nExcel version<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

CLIENT Name Type Mandatory Description <Record Type =”44“> Long Y Type of object to import. 44 is for client <DBId><\/DBId> Long Y Database ID in DeMaSy. <CompanyName><\/ CompanyName> Char(75) Y Company Name if client is a company. <PersonName><\/PersonName> Char(75) Y Person Name if client is a person. (Concatenation of LastName and FirstName) <Prospect><\/Prospect> Boolean N […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[428,15,12],"class_list":["post-1536","post","type-post","status-publish","format-standard","hentry","category-utils","tag-client","tag-interface","tag-xml"],"_links":{"self":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/posts\/1536","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/sdna.lu\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1536"}],"version-history":[{"count":29,"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/posts\/1536\/revisions"}],"predecessor-version":[{"id":11815,"href":"https:\/\/sdna.lu\/index.php?rest_route=\/wp\/v2\/posts\/1536\/revisions\/11815"}],"wp:attachment":[{"href":"https:\/\/sdna.lu\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1536"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sdna.lu\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1536"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sdna.lu\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}