The account sync will pull through the following fields from Financials:
Financials | Weighsoft |
customer.CustomerDetails.UniqueId |
|
Code | Account Code |
Name | Account Name |
Postcode | Primary Address Postcode |
First Name | Primary Contact First Name |
Surname | Primary Contact Surname |
Primary Contact Email | |
Telehone | Primary Contact Telephone Number |
Mobile | Primary Contact Mobile Number |
Address | **The details in Financials will populate lines 1, 2 and 3 on the Primary Address |
Town | Primary Address Town |
Balance | Account Balance |
Credit Limit (as set in the Terms applied against the account) | Account Credit Limit |
On Stop | Account On Stop status |
Inactive | Account Active/Inactive status |
Note:
The REI flag in Weighsoft is not pulled through from Financials and is set to "0" by default in Weighsoft. There is a Weighsoft setting for this to be enabled as a separate part of the sync.
If the supplier sync is also set then the following Supplier fields may also sync:
Financials | Weighsoft |
LedgerCode | Supplier Code |
Name | Supplier Name |
IsHaulier | Haulier True/False |
On Stop | Live |
Address | **The details in Financials will populate lines 1, 2 and 3 on the Supplier |
Town | Town |
County | County |
Postcode | Postcode |
Tax | Vat Code |
Tax Reg No | Vat Reg No |
Contact | ** The contact details on the supplier in Financials will be applied to a "Primary" contact against the haulier in Weighsoft |
Title | Title |
First name | First name |
Surname | Surname |
Fax | Fax |
Mobile | Mobile |
Tel | Tel |