MCP Server for Sage Intacct

Build 25.0.9440

Customer

Manages customer records, including contact details, classifications, and financial interactions.

Columns

Name Type ReadOnly Description
Recordno Int64 False

A unique numeric identifier for the customer record used for internal referencing.

Customerid [KEY] String False

A unique alphanumeric identifier assigned to the customer for external referencing.

Name String False

The full name of the customer or business entity.

Entity String False

The legal or organizational entity associated with the customer record.

Parentkey Int64 False

The unique numeric identifier of the parent customer, if applicable.

Parentid String False

The unique alphanumeric identifier of the parent customer, if applicable.

Parentname String False

The name of the parent customer, if applicable.

Displaycontact_contactname String False

The full name of the primary contact person associated with the customer.

Displaycontact_companyname String False

The company name of the primary contact person associated with the customer.

Displaycontact_prefix String False

The prefix or title (e.g., Mr., Ms.) of the primary contact person.

Displaycontact_firstname String False

The first name of the primary contact person for the customer.

Displaycontact_lastname String False

The last name of the primary contact person for the customer.

Displaycontact_initial String False

The middle initial of the primary contact person, if available.

Displaycontact_printas String False

The formatted name of the contact person used for printing and correspondence.

Displaycontact_taxable Boolean False

Indicates whether the contact person is subject to taxation.

Displaycontact_taxgroup String False

The tax group classification associated with the contact person.

Displaycontact_phone1 String False

The primary phone number of the contact person.

Displaycontact_phone2 String False

The secondary phone number of the contact person, if applicable.

Displaycontact_cellphone String False

The mobile phone number of the contact person, if available.

Displaycontact_pager String False

The pager number of the contact person, if applicable.

Displaycontact_fax String False

The fax number of the contact person, if applicable.

Displaycontact_email1 String False

The primary email address of the contact person.

Displaycontact_email2 String False

The secondary email address of the contact person, if applicable.

Displaycontact_url1 String False

The primary website or URL associated with the contact person or customer.

Displaycontact_url2 String False

The secondary website or URL associated with the contact person or customer, if applicable.

Displaycontact_visible Boolean False

Indicates whether the contact's information is visible in the system.

Displaycontact_mailaddress_address1 String False

The first line of the contact's mailing address.

Displaycontact_mailaddress_address2 String False

The second line of the contact's mailing address, if applicable.

Displaycontact_mailaddress_city String False

The city of the contact's mailing address.

Displaycontact_mailaddress_state String False

The state of the contact's mailing address.

Displaycontact_mailaddress_zip String False

The ZIP or postal code of the contact's mailing address.

Displaycontact_mailaddress_country String False

The country of the contact's mailing address.

Displaycontact_mailaddress_countrycode String False

The country code of the contact's mailing address.

Displaycontact_status String False

The current status of the contact (e.g., active or inactive).

Termname String False

Name of the payment terms assigned to the customer.

Termvalue String False

Value or description of the payment terms.

Custrepid String False

ID of the customer representative.

Custrepname String False

Name of the customer representative.

Resaleno String False

Resale number assigned to the customer, if applicable.

Taxid String False

Tax identification number of the customer.

Creditlimit Double False

Credit limit assigned to the customer.

Totaldue Double False

Total amount due from the customer.

Comments String False

Additional comments or notes related to the customer.

Accountlabel String False

Label or identifier for the customer's account.

Araccount String False

Accounts receivable account linked to the customer.

Araccounttitle String False

Title or description of the accounts receivable account.

Last_invoicedate String False

Date of the last invoice issued to the customer.

Last_statementdate String False

Date of the last statement issued to the customer.

Delivery_options String False

Delivery preferences or options for the customer.

Territoryid String False

ID of the sales territory assigned to the customer.

Shippingmethod String False

Preferred shipping method for the customer.

Custtype String False

Type or classification of the customer.

Glgroup String False

General ledger group linked to the customer.

Priceschedule String False

Price schedule or pricing rules applied to the customer.

Discount Double False

Discount percentage or value applied to the customer.

Pricelist String False

Price list associated with the customer.

Vsoepricelist String False

VSOE (Vendor Specific Objective Evidence) price list for the customer.

Currency String False

Currency used for transactions with the customer.

Contactinfo_contactname String False

The full name of the primary contact associated with the customer.

Contactinfo_prefix String False

The prefix or title (e.g., Mr., Ms.) of the contact person.

Contactinfo_firstname String False

The first name of the contact person for the customer.

Contactinfo_initial String False

The middle initial of the contact person, if applicable.

Contactinfo_lastname String False

The last name of the contact person for the customer.

Contactinfo_companyname String False

The company name associated with the contact person.

Contactinfo_printas String False

The formatted name of the contact person for printing or display purposes.

Contactinfo_phone1 String False

The primary phone number of the contact person.

Contactinfo_phone2 String False

The secondary phone number of the contact person, if available.

Contactinfo_cellphone String False

The cellphone number of the contact person, if applicable.

Contactinfo_pager String False

The pager number of the contact person, if applicable.

Contactinfo_fax String False

The fax number associated with the contact person, if applicable.

Contactinfo_email1 String False

The primary email address of the contact person.

Contactinfo_email2 String False

The secondary email address of the contact person, if available.

Contactinfo_url1 String False

The primary website or URL associated with the contact person or customer.

Contactinfo_url2 String False

The secondary website or URL associated with the contact person or customer, if applicable.

Contactinfo_visible Boolean False

Indicates whether the contact's information is visible in the system.

Contactinfo_mailaddress_address1 String False

The first line of the contact person's mailing address.

Contactinfo_mailaddress_address2 String False

The second line of the contact person's mailing address, if applicable.

Contactinfo_mailaddress_city String False

The city in the mailing address of the contact person.

Contactinfo_mailaddress_state String False

The state in the mailing address of the contact person.

Contactinfo_mailaddress_zip String False

The ZIP or postal code in the mailing address of the contact person.

Contactinfo_mailaddress_country String False

The country in the mailing address of the contact person.

Contactinfo_mailaddress_countrycode String False

The country code in the mailing address of the contact person.

Shipto_contactname String False

The full name of the primary contact person at the shipping address.

Shipto_prefix String False

The title or prefix (e.g., Mr., Ms.) for the shipping contact.

Shipto_firstname String False

The first name of the contact person at the shipping address.

Shipto_initial String False

The middle initial of the shipping contact, if applicable.

Shipto_lastname String False

The last name of the contact person at the shipping address.

Shipto_companyname String False

The company name associated with the shipping address.

Shipto_printas String False

The formatted name or label used for the shipping contact in print or correspondence.

Shipto_taxable Boolean False

Indicates whether the shipping contact or address is subject to taxes.

Shipto_taxgroup String False

The tax group classification associated with the shipping address.

Shipto_phone1 String False

The primary phone number for the shipping contact.

Shipto_phone2 String False

The secondary phone number for the shipping contact, if applicable.

Shipto_cellphone String False

The cellphone number of the shipping contact, if available.

Shipto_pager String False

The pager number of the shipping contact, if applicable.

Shipto_fax String False

The fax number associated with the shipping contact.

Shipto_email1 String False

The primary email address of the shipping contact.

Shipto_email2 String False

The secondary email address of the shipping contact, if applicable.

Shipto_url1 String False

The primary website or URL associated with the shipping contact or address.

Shipto_url2 String False

The secondary website or URL associated with the shipping contact or address, if applicable.

Shipto_visible Boolean False

Indicates whether the shipping contact information is visible in the system.

Shipto_mailaddress_address1 String False

The first line of the shipping address.

Shipto_mailaddress_address2 String False

The second line of the shipping address, if applicable.

Shipto_mailaddress_city String False

The city of the shipping address.

Shipto_mailaddress_state String False

The state or region of the shipping address.

Shipto_mailaddress_zip String False

The ZIP or postal code of the shipping address.

Shipto_mailaddress_country String False

The country of the shipping address.

Shipto_mailaddress_countrycode String False

The country code for the shipping address.

Billto_contactname String False

The full name of the primary contact person at the billing address.

Billto_prefix String False

The title or prefix (e.g., Mr., Ms.) for the billing contact.

Billto_firstname String False

The first name of the contact person at the billing address.

Billto_initial String False

The middle initial of the billing contact, if applicable.

Billto_lastname String False

The last name of the contact person at the billing address.

Billto_companyname String False

The company name associated with the billing address.

Billto_printas String False

The formatted name or label used for the billing contact in print or correspondence.

Billto_taxable Boolean False

Indicates whether the billing contact or address is subject to taxes.

Billto_taxgroup String False

The tax group classification associated with the billing address.

Billto_phone1 String False

The primary phone number for the billing contact.

Billto_phone2 String False

The secondary phone number for the billing contact, if applicable.

Billto_cellphone String False

The cellphone number of the billing contact, if available.

Billto_pager String False

The pager number of the billing contact, if applicable.

Billto_fax String False

The fax number associated with the billing contact.

Billto_email1 String False

The primary email address of the billing contact.

Billto_email2 String False

The secondary email address of the billing contact, if available.

Billto_url1 String False

The primary website or URL associated with the billing contact or address.

Billto_url2 String False

The secondary website or URL associated with the billing contact or address, if applicable.

Billto_visible Boolean False

Indicates whether the billing contact information is visible in the system.

Billto_mailaddress_address1 String False

The first line of the billing address.

Billto_mailaddress_address2 String False

The second line of the billing address, if applicable.

Billto_mailaddress_city String False

The city of the billing address.

Billto_mailaddress_state String False

The state or region of the billing address.

Billto_mailaddress_zip String False

The ZIP or postal code of the billing address.

Billto_mailaddress_country String False

The country of the billing address.

Billto_mailaddress_countrycode String False

The country code for the billing address.

Status String False

Indicates the current status of the customer, such as active or inactive.

Onetime Boolean False

Specifies whether the customer is classified as a one-time customer.

Custmessageid String False

The identifier for a custom message associated with the customer.

Onhold Boolean False

Denotes if the customer's account is on hold.

Prclst_override String False

Indicates a price list override applied to the customer.

Oeprclstkey Int64 False

Internal key for the customer's order entry price list.

Oepriceschedkey Int64 False

Internal key for the customer's order entry price schedule.

Enableonlinecardpayment Boolean False

Specifies whether online card payments are enabled for the customer.

Enableonlineachpayment Boolean False

Specifies whether online ACH payments are enabled for the customer.

Vsoeprclstkey Int64 False

Internal key for the customer's VSOE price list.

Whenmodified Datetime False

The date and time when the customer record was last modified.

Arinvoiceprinttemplateid String False

The identifier for the template used to print AR invoices for the customer.

Oequoteprinttemplateid String False

The identifier for the template used to print quotes for the customer.

Oeorderprinttemplateid String False

The identifier for the template used to print orders for the customer.

Oelistprinttemplateid String False

The identifier for the template used to print order lists for the customer.

Oeinvoiceprinttemplateid String False

The identifier for the template used to print invoices for the customer.

Oeadjprinttemplateid String False

The identifier for the template used to print adjustments for the customer.

Oeotherprinttemplateid String False

The identifier for the template used to print other documents for the customer.

Whencreated Datetime False

The date and time when the customer record was created.

Createdby Int64 False

The user ID of the person who created the customer record.

Modifiedby Int64 False

The user ID of the person who last modified the customer record.

Objectrestriction String False

Details any restrictions applied to the customer object.

Displaycontactkey Int64 False

Internal key for the display contact associated with the customer.

Contactkey Int64 False

Internal key for the contact information associated with the customer.

Shiptokey Int64 False

Internal key for the shipping information associated with the customer.

Billtokey Int64 False

Internal key for the billing information associated with the customer.

Custrepkey Int64 False

Internal key for the customer's representative.

Shipviakey Int64 False

Internal key for the shipping method associated with the customer.

Territorykey String False

Internal key for the territory associated with the customer.

Termskey Int64 False

Internal key for the payment terms associated with the customer.

Accountlabelkey Int64 False

Internal key for the account label associated with the customer.

Accountkey Int64 False

Internal key for the account associated with the customer.

Custtypekey Int64 False

Internal key for the customer type associated with the customer.

Priceschedulekey String False

Internal key for the price schedule associated with the customer.

Offsetglaccountno String False

Offset GL account number associated with the customer.

Offsetglaccountnotitle String False

Title of the offset GL account associated with the customer.

Megaentitykey Int64 False

Internal key for the mega entity associated with the customer.

Megaentityid String False

Identifier for the mega entity associated with the customer.

Megaentityname String False

Name of the mega entity associated with the customer.

Record_url String False

URL for the record associated with the customer.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9440