Customer — Custom Fields

The extension adds 14 fields to the standard Customer table. These fields control how the system handles bookings, invoices, and credit card settlements for each customer.

Field Reference

Field ID	Field Name	Data Type	Description
51309	Require Department	Boolean	When enabled, warns if Department is empty on AIR sales order lines — and blocks posting
51310	Require Project Number	Boolean	When enabled, warns if Customer Project is empty on sales order lines — and blocks posting
51311	Require Cost Place	Boolean	When enabled, warns if Cost Center is empty on sales order lines — and blocks posting
51312	Require Employee Number	Boolean	When enabled, warns if Employee ID is empty on sales order lines — and blocks posting
51322	Require Requisition No	Boolean	When enabled, warns if Requisition No is empty on sales order lines — and blocks posting
51323	Require Requester	Boolean	When enabled, warns if Requester Name is empty on sales order lines — and blocks posting
51313	Credit Card Provider	Enum	Which credit card provider handles this customer's payments. Values: None (caption "None (Invoice)" — default), FirstCard, Diners
51314	Credit Card No.	Text[16]	The customer's corporate credit card number. Not enforced by the table — checked during booking validation for UCCCF bookings. Displayed masked on the Customer Card
51316	Specify Service Fees	Boolean	When enabled, service fees are itemized separately on the invoice report instead of being grouped. Overridden by Always Specify Service Fees in AIR Setup (field 72) — when that company flag is on, fees are always itemized regardless of this value
51317	Hotel Voucher Option	Enum	Controls hotel voucher type for web bookings only. Values: Manual (goes to the Voucher Decision queue), Yes (Voucher Type = Voucher), No (Voucher Type = Confirmation)
51318	Car Rental Voucher Option	Enum	Same as Hotel Voucher Option, for car rentals. Web bookings only
51319	Hotel Voucher Dismissed	Boolean	Internal flag — suppresses the voucher decision prompt after user has dismissed it. Not for manual configuration
51320	Car Rental Voucher Dismissed	Boolean	Internal flag — same as above for car rentals. Not for manual configuration
51321	Excl. Currency Rate Markup	Boolean	When enabled, the currency rate markup percentage (from AIR Setup) is not applied to this customer's bookings

Config Package Mapping

When building a config package, include these fields from the Customer table (table ID 18):

Include in Package	Field ID	Typical Source
Yes	51309–51312, 51322–51323	Customer requirements document — which reference fields are mandatory per customer
Yes	51313	Contract with Diners/FirstCard — which provider, if any
Yes	51314	Customer's corporate card number
Yes	51316	Customer preference — itemized service fees or not
Yes	51317–51318	Customer preference — voucher behavior for web bookings (ignored for non-web bookings)
No	51319–51320	Internal flags, leave as default (false)
Yes	51321	Customer agreement — currency markup exclusion

Behavior Details

Required Field Warnings — soft at import, hard at posting

The "Require" flags (Department, Project Number, Cost Place, Employee Number, Requisition No, Requester) behave differently at the two stages:

• At order creation they do not block anything. They generate warnings (visible in the Order Reference Warning table) when the corresponding field is empty on a sales line, so the booking is processed while the missing information is flagged for follow-up.
• At posting they are hard blockers. Sales-Post re-evaluates the warnings and raises an error listing every offending line, so the document cannot be posted until each required field is filled in.

caution

Turning on a Require flag for a customer whose AIR files do not carry that remark will stop their invoices from being posted. Confirm with the customer that the corresponding RM* remark is actually present in their bookings before enabling the flag.

The data for these fields comes from RM remarks in the AIR booking file:

• Department → from RM*AD remark
• Customer Project → from RM*PR remark
• Cost Center → from RM*CO remark
• Employee ID → from RM*EM remark
• Requisition No → from RM*RE remark
• Requester Name → from RM*YR remark

Credit Card Provider

When a Credit Card Provider is set on a customer:

• Sales orders created for this customer are automatically tagged with the provider
• The credit card status tracking is enabled on the order
• Settlement files can be generated for the provider
• The Credit Card Provider field on the sales order is locked (cannot be changed manually) for AIR-created orders

Credit Card No.

The field is not validated at table level — a customer record can be saved with a provider and no card number. It is checked during booking validation: for a UCCCF booking (Form of Payment CCDC/CCCA) the system verifies that the customer's Credit Card Provider matches the Form of Payment and that Credit Card No. is non-blank; otherwise an error is written to the AIR Import Log and the import fails.

On the Customer Card the value is displayed masked (************ plus the last 4 digits). When verifying a config-package import, do not read the card number off the Customer Card — check it against the source data or via the config package worksheet instead.

Voucher Options

Only applies to web bookings

The customer's voucher option is consulted only for web bookings (bookings whose passenger comments contain the marker CYTRIC — the online booking tool). For non-web bookings the system takes the voucher flag straight from the AIR file and ignores this setting entirely.

For web bookings, the option controls what happens when a hotel or car rental booking is processed:

• Manual: No automatic decision. The segment goes to the Voucher Decision queue and a user picks the type per booking
• Yes: Voucher Type = Voucher (agency pays the vendor; a voucher is sent)
• No: Voucher Type = Confirmation (vendor invoices the traveller/customer; a confirmation is sent). Note this is not "no voucher document at all" — it selects the Confirmation variant, which drives the Confirmation rows in AIR Product Posting Setup