Jim2® Business Engine Help File

Card Code

Unique card code

String

10

HAPPEN.BUS.

Characters that can be used are 0-9 A-Z '.' '/' '-' . Please ensure there are no spaces.

Name

Name of the company

String

100

Happen Business Pty Limited

Contact

Name of company contact

String

30

John Smith

Address Line 1

Address line 1

String

250

Locked Bag A

Address Line 2

Address line 2

String

250

Post Office

Address Line 3

Address line 3

String

250

Morts Road

Suburb

Suburb

String

50

Mortdale

State

State

String

3

NSW

PostCode

Postcode

String

8

2223

Country

Country

String

30

Australia

Delivery Address Line 1

Delivery address line 1

String

250

P2 Building

Delivery

Address Line 2

Delivery address line 2

String

250

29-33 Pitt Street

Delivery

Address Line 3

Delivery address line 3

String

250

Entrance off The Strand

Delivery Suburb

Delivery suburb

String

30

Mortdale

Delivery State

Delivery state

String

3

NSW

Delivery PostCode

Delivery postcode

String

8

2223

Delivery Country

Delivery country

String

30

Australia

ABN

Customer ABN number

String

15

91 890 678 543

Customer

Is this card file a customer?

Boolean

T/F

T

Customer Price Level

What price level is this customer set at?

Integer (1-5 set up in Jim2)

-

1-Wholesale

Ship Card

If shipping address is different to card file address (basically a child card)

Boolean

T/F

T

Parent Card Code

If Ship Card, enter the card code of associated billing customer which is the entity that you invoice for the work.

String

10

HAPPEN.BUS

Customer Terms

What terms does this customer have?

String 10 set up in Jim2

-

COD

Customer Tax Paid

Does this customer pay tax?

Boolean

T/F

T

Customer Credit Limit

What is this customer's credit limit?

Decimal

15

15000.00

Customer on Credit Hold

Is this customer on credit hold?

Boolean

T/F

F

Customer Delivery Details

How do you ship to this customer?

String

50

DHL

Customer Invoice Via

How would you like the invoice to be delivered to the customer (print, fax, email, etc.)

String (preset in Jim2)

-

Email

Customer Statement Send Via

How would you like the statement to be delivered to the customer (print, fax, email, don't send)

String (preset in Jim2)

-

Email

Customer Account Manager

Account manager for this customer

String

10

Julian White

Branch

If you have branches, enter the relevant branch against each card file

String

4

Shepparton Branch

Vendor

Is the card file a vendor?

Boolean

T/F

F

Vendor Terms

What terms does this vendor have?

String 50 set up in Jim2

-

-

Vendor Tax Paid

Does this vendor pay tax?

Boolean

T/F

-

VendAccountNo

Your account number with your supplier goes here

String

15

-

BSB Number

Vendor bank BSB

String

7

082-123

Bank Account Number

Vendor bank account number

String

9

576923125

Salutation

Contact's title

String

4

Mr

First Name

Contact's first name

String

25

John

Middle Name

Contact's middle name

String

25

Christopher

Last Name

Contact's last name

String

25

Smith

Display Name

Name of contact you want to display

String

50

John Smith

Job Title

Job title of contact

String

50

Financial Controller

Department

Department of contact

String

50

Accounts

Phone

Phone number of card file

String

100

+612 9570 4696

Fax

Fax number of card file

String

100

+612 9580 8253

Mobile

Mobile number of card file contact

String

100

0404 040 404

Email

Email of card file contact

String

100

sales@happen.biz

Web Page

Website

String

100

www.jim2.com.au

Region

If you trade in regions, enter the region against each card file

String

-

-

Report Level 1

Jim2 Report Group, ie. Active, Prospective etc.

String

30

Jim2 Client

Report Level 2

2nd level Jim2 report group

String

30

Active

Report Level 3

3rd level Jim2 report group

String

30

End User

Report Level 4

4th level Jim2 report group

String

30

Industry

Report Level 5

5th level Jim2 report group

String

30

Sub-Industry