Vendor Export
Note:
The Lawson and PeopleSoft interfaces described in this section require a separate license fee to use. Contact the Naviga Support Center for more information.
File type: Fixed length
Location: /dti/exchange/cm/secure/vendorexport.d
Note:
By default, the vendor file will be named “vendorexport.d”. The Business Rule, What is the default name for the vendor file? (Account Setup section), allows you to change this default.
Standard and Expanded Formats
The Business Rule, At what level of detail should DTI Standard vendor file be exported? (Account Setup section), allows you to indicate whether the standard, standard 2, or expanded format should be used, as well as whether new or active carriers are included in the export. The possible settings are “New Standard,” “Active Standard,” “New Standard 2,” “Active Standard 2,” “New Expanded,” and “Active Expanded.”
The “active” options export all carriers who have a social security number or tax ID.
The “new” options export carriers created after a date and who have a social security number, tax ID, or vendor ID.
“Standard” means that the current DTI format will be used.
“Expanded” means the expanded format will be used. The expanded format is given below.
“2” means that (1) the Standard 2 format will be used, and that (2) all of the information will be exported to one file and the Business Rule, Should vendor export create separate export files by company? (Account Setup section), will not be considered.
Notes:
To use the DTI Standard 2 format, you must also set the Business Rule— To which system should vendor information be interfaced? (Account Setup section), to “DTI Standard 2.” To use either the Standard or Expanded formats, set this Business Rule to “DTI Standard.”
When using the DTI Standard 2 format, new vendors that appear in the export will not appear on the Vendor Change report unless the vendor's information has been modified since the create date.
If an e-mail account notification is selected for the Business Rule— What email type notification should be used to identify email addresses to include in DTI Standard 2 export? (Account Setup section), it will be exported as in the Notification ID field in the DTI Standard 2 format. If an account has the notification and an e-mail address in the notification details, the e-mail address is exported in the Notification Details field. If the account has the notification but does not have an e-mail address in the notification details, "?" will be exported instead. If the account does not have the notification, both Notification ID and Notification Details fields will be blank. If the Business Rule is not answered, the ID and details for the first active notification found for the account will be exported.
The file formats are shown below.
DTI Standard
| Field |
|---|
Vendor Company ID |
Vendor ID |
Last Name |
First Name |
Area Code |
Phone Number |
Address Lines [1-6] |
City ID |
State |
Zip Code |
Zip Extension |
Account ID/Subscriber ID |
DTI Standard 2
| Fields |
|---|
AccountID |
TaxID |
Occupant Name |
Occupant OtherName |
Occupant Phone |
Occupant Phone Number Type |
Alternate Phone Number |
Alternate Phone Number Type |
Fax |
AddressLine1 |
AddressLine2 |
AddressLine3 |
AddressLine4 |
CityID |
StateID |
Zip Code |
Zip Extension |
DeliveryPointID |
Bill to Name |
Bill to Other Name |
Bill to Phone Number |
Bill to Phone Number Type |
Bill to Alternate Phone Number |
Bill to Alternate Phone Number Type |
Bill to Fax |
Bill to Email |
Bill AddressLine1 |
Bill AddressLine2 |
Bill AddressLine3 |
Bill AddressLine4 |
Bill CityID |
Bill StateID |
Bill ZipCode |
Bill Zip Extension |
Bill DeliveryPointID |
NotificationID |
Notification Details |
Billing Terms |
Parent AccountID |
Primary Contract Holder (setting of the Business Rule, What account demographic should be used for the Primary Contract Holder in the Vendor and Carrier Mail Exports? (Account Setup section)) |
Bill Source ID (if account has more than 1 bill source, “*” is exported) |
DTI Expanded
| Field |
|---|
Account ID |
Occupant Name |
Occupant Other Name |
Occupant Phone |
Occupant Phone Number Type |
Alternate Phone Number |
Alternate Phone Number Type |
Fax |
Address Line [1-5] |
City ID |
State ID |
Zip Code |
Zip Extension |
Delivery Point ID |
Bill to Name |
Bill to Other Name |
Bill to Phone Number |
Bill to Phone Number Type |
Bill to Alternate Phone Number |
Bill to Alternate Phone Number Type |
Bill to Fax |
Bill to Email |
Bill Address Line [1-5] |
Bill City ID |
Bill State ID |
Bill Zip Code |
Bill Zip Extension |
Bill Delivery Point ID |
SSN |
Tax ID |
Vendor ID |
Vendor Company ID |
Birth Date |
Age Group |
Notification ID |
Notification Details |
Billing Terms |
Lawson Format
| Field | Length | Field Contents |
|---|---|---|
AP-Company | 9(4) | Carrier’s vendor company |
AP-Vendor-Number | 9(9) | Carrier’s vendor ID, right-justified |
AP-Vendor-Name | x(30) | Carrier’s first name plus last name |
AP-Vendor-Addr1 | x(30) | First line of carrier’s address |
AP-Vendor-Addr2 | x(30) | Second line of carrier’s address |
AP-Vendor-City | x(21) | Carrier’s city |
AP-Vendor-State | x(2) | Carrier’s state |
AP-Zip-Code | x(9) | Carrier’s ZIP Code |
AP-Phone-Number | x(15) | Carrier’s phone number including area code (no dashes) |
AP-Phone-Extension | x(5) | Spaces |
AP-Vendor-Legal-Name | x(30) | Spaces |
AP-Vendor-Tax-ID | x(15) | Carrier Social Security # or Tax ID if the Social Security # is blank. Numbers should include the dashes. |
AP-Income-Code | x(2) | Spaces |
AP-Invoice-Group | x(4) | Spaces |
PeopleSoft II Format
| PeopleSoft Field | Length | Required? | Value |
|---|---|---|---|
TRANSACTION_TYPE | x(3) | Yes | Transaction type |
BUSINESS_UNIT | x(5) | Yes | Newspaper business unit |
XX_CIRC_TYPE | x(1) | Yes | Circulation type |
XX_CIRC_ID1 | x(15) | Yes | Circulation ID 1 |
XX_CIRC_ID2 | x(10) | Yes | Circulation ID 2 |
NAME1 | x(40) | Yes | Name |
ADDRESS1 | x(55) | Yes | Address Line 1 |
ADDRESS2 | x(55) |
| Address Line 2 |
ADDRESS3 | x(55) |
| Address Line 3 |
ADDRESS4 | x(55) |
| Address Line 4 |
CITY | x(30) | Yes | City |
STATE | x(6) | Yes | State |
POSTAL | x(12) | Yes | Postal |
COUNTRY | x(3) | Yes | Country |
BIRTHDATE | date (10) | Yes | Birth date |
TIN_TYPE | x(1) | Yes | TIN type |
TIN_TYPE | x(20) | Yes | TIN/Social Security Number |
BNK_ID_NBR | x(20) |
| Bank Routing Number |
BANK_ACCOUNT_NBR | x(17) |
| Bank Account Number |
BANK_ACCT_TYPE | x(2) |
| Bank Account Type |
Withholding Switch | x(1) | No | Yes/no. Taken from the Print1099 flag in the account record. |
Filler | x(1) | No | Blank |
Phone | x(24) | No | Phone number with no spaces, dashes, or parenthesis. |
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Trailer Record |
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TRANSACTION_TYPE | x(3) | Yes | Transaction type |
BUSINESS_UNIT | x(5) | Yes | Newspaper business unit |
REC_COUNT_SUM | 9(5) | Yes | Total record count |
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