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Customer Maintenance

Customer details to be Imported from outside of Prelude Desktop.
In \Automation\Pending\, Prelude Desktop will scan for CSV files named “YYYYMMDDHHMMSSMMM-CC-TTT.CSV” where –

  • CC – Company Number – the two-alphanumeric code
  • TTT – “SLM” – Sales Ledger Maintenance = Customer
  • YYYYMMDDHHMMSSMMM – Date/Time – date/time stamp
  • CODE – Char(8) – Customer/Supplier code in Prelude Desktop (validated)
  • NAME – Char(30) – Customer/Supplier Name
  • ADD1 – Char(30) – Address line 1
  • ADD2 – Char(30) – Address line 2
  • ADD3 – Char(30) – Address line 3
  • ADD4 – Char(30) – Address line 4
  • POST – Char(10) – Postcode
  • TEL – Char(16) – Telephone
  • CONT – Char(30) – Contact Name
  • ORD_E – Char(129) – Customer Order email address (if required)
  • INV_E – Char(129) – Customer Invoice email address (if required)
  • COMPANY – Char(2) – Prelude Desktop Company number (if appropriate) (validated)
  • REPCODE – Char(4) – Sales Rep Code in Prelude Desktop (validated).

Address is correspondence and invoice address.
If CODE doesn’t exist in DD, create new SL Account accordingly.
All demographic changes to be made on FD – no data push the other way.
ORD_E, INV_E will populate the email address fields, but the user must manually update the Customer record if order and invoice emails are to be automated.


COMPANY validation –
For a new Company, a new SL account must be created – i.e. a CC = 01, SLM CSV file with COMPANY identified
No more than one Customer in each Company to be linked to the same other Company.