Merge Fields - Supplier
Field List
| Merge Field Name | Window | Tab | Section > Field |
|
FileName |
Supplier |
Document Centre |
Properties > Standard > File Name |
|
ContactId |
Find Contacts |
(Results Grid) |
ID |
|
ContactType |
Supplier |
(Amend Supplier Name) |
Contact Type |
|
Pref |
Supplier |
(Amend Supplier Name) |
Title |
|
Fname |
Supplier |
(Amend Supplier Name) |
First |
|
Mname |
Supplier |
(Amend Supplier Name) |
Middle |
|
Lname |
Supplier |
(Amend Supplier Name) |
Last |
|
Tel |
Supplier |
Main |
Primary Address, Phone and Aliases > Telephone - Work |
|
Fax |
Supplier |
Main |
Primary Address, Phone and Aliases > Fax - work |
|
Mobile |
Supplier |
Main |
Primary Address, Phone and Aliases > Mobile - Personal |
| AddresseeLine1 | Create Document | Letter Details | Preview/edit letter information > FAO Mailing Name |
| AddresseeLine2 | Create Document | Letter Details | Preview/edit letter information > Mailing Name |
|
Address1 |
Supplier |
Main |
Primary Address, Phone and Aliases > Address (line1) |
|
Address2 |
Supplier |
Main |
Primary Address, Phone and Aliases > Address (line 2) |
|
Address3 |
Supplier |
Main |
Primary Address, Phone and Aliases > Address (line 3) |
|
Town |
Supplier |
Main |
Primary Address, Phone and Aliases > Town |
|
County |
Supplier |
Main |
Primary Address, Phone and Aliases > County |
|
PostCode |
Supplier |
Main |
Primary Address, Phone and Aliases > Post Code |
|
Country |
Supplier |
Main |
Primary Address, Phone and Aliases > Country |
|
|
Supplier |
Main |
Primary Address, Phone and Aliases > Email - Personal |
|
Salutation |
Supplier |
Main |
Primary Address, Phone and Aliases > Salutation |
|
SupplierCode |
Supplier |
(Amend Supplier Name) |
Code |
|
DepartmentName |
Supplier |
Responsibility |
Dept |
|
DepartmentCode |
Supplier |
Responsibility |
(based on) Dept |
|
OfficeName |
Supplier |
Responsibility |
Office |
|
OfficeCode |
Supplier |
Responsibility |
(based on) Office |
|
PartnerPref |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerFName |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerSName |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerFullName |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerMailingName |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerUsername |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerEmail |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerEmployeeCode |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
PartnerCDSCode |
Supplier |
Responsibility |
(based on) Partner Responsibility > Partner |
|
CreatedBy |
Employee |
(Amend Employee Name) |
First + Last |
|
DateCreated |
Generated on creation |
||
|
MailingName |
Create Document |
Letter Details |
Preview/edit letter information > Mailing Name |
|
AddresseeMailingName |
Create Document |
Letter Details |
Preview/edit letter information > FAO Mailing Name |
|
AddresseeContactId |
Find Contacts |
(Results Grid) |
ID |
|
AssociatedAddress |
Supplier (for the related contact) |
Main |
Primary Address, Phone and Aliases > (All address fields) |
|
OurRef |
Supplier |
(Amend Supplier Name) |
Our Ref |
|
DefaultAddressee |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultAddress1 |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultAddress2 |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultAddress3 |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultTown |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultCounty |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultPostCode |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultCountry |
This field is for templates that are used for CCH Central Mail Merge |
||
|
DefaultSalutation |
This field is for templates that are used for CCH Central Mail Merge |
||
|
OfficeAddress1 |
Supplier |
Responsibility |
(based on) Office |
|
OfficeAddress2 |
Supplier |
Responsibility |
(based on) Office |
|
OfficeAddress3 |
Supplier |
Responsibility |
(based on) Office |
|
OfficeTown |
Supplier |
Responsibility |
(based on) Office |
|
OfficeCounty |
Supplier |
Responsibility |
(based on) Office |
|
OfficePostCode |
Supplier |
Responsibility |
(based on) Office |
|
OfficeTel |
Supplier |
Responsibility |
(based on) Office |
|
OfficeFax |
Supplier |
Responsibility |
(based on) Office |
|
OfficeWeb |
Supplier |
Responsibility |
(based on) Office |
|
DocumentId |
Generated on creation |
||
|
CreatedbyEmployeeCode |
Employee |
(Amend Employee Name) |
Code |
|
Relationship |
This field is for templates that are used for CCH Central Mail Merge |
||
|
BankAccountName |
Supplier |
Defaults |
Primary Bank Details > Account Name |
|
BankAccountNum |
Supplier |
Defaults |
Primary Bank Details > Account Number |
|
BankSortCode |
Supplier |
Defaults |
Primary Bank Details > Bank Ref |
| The From fields all pertain to the employee that you select in the From field in the Addressing information section of the Letter details tab on the Create Document window. | |||
|
FromName |
Employee |
(Amend Employee Name) |
Pref + First + Last |
|
FromPref |
Employee |
(Amend Employee Name) |
Pref |
|
FromFName |
Employee |
(Amend Employee Name) |
First |
|
FromSName |
Employee |
(Amend Employee Name) |
Last |
|
FromFullName |
Employee |
(Amend Employee Name) |
Pref + First + Last |
|
FromMailingName |
Employee |
(Amend Employee Name) |
Mailing Name |
|
FromUsername |
Employee |
Main |
U/Name |
|
FromEmail |
Employee |
Personal |
|
|
FromEmployeeCode |
Employee |
(Amend Employee Name) |
Code |
|
FromEmployeeTel |
Employee |
Personal |
Phone > Phone |
| The Signatory fields all pertain to the employee that you select in the Signatory field in the Preview/edit letter information section of the Letter details tab on the Create Document window. | |||
|
SignatoryPref |
Employee |
(Amend Employee Name) |
Pref |
|
SignatoryFName |
Employee |
(Amend Employee Name) |
First |
|
SignatorySName |
Employee |
(Amend Employee Name) |
Last |
|
SignatoryFullName |
Employee |
(Amend Employee Name) |
First + Last |
|
SignatoryMailingName |
Employee |
(Amend Employee Name) |
Mailing Name |
|
SignatoryUsername |
Employee |
Main |
U/Name |
|
SignatoryEmail |
Employee |
Personal |
Phone > E-Mail |
|
SignatoryEmployeeCode |
Employee |
(Amend Employee Name) |
Code |
| SignatoryEmployeeTel | Employee | Personal | Phone > Phone |
|
SignatoryRole |
Employee |
Main |
Stationed > Role |
| SignatorySignature | Employee | Personal | Phone > Signature |
| The Approver fields all pertain to the employee entered in the Approval Employee field, on the Defaults tab of the supplier record. | |||
| ApproverPref | Employee | (Amend Employee Name) | Pref |
| ApproverFName | Employee | (Amend Employee Name) | First |
| ApproverSName | Employee | (Amend Employee Name) | Last |
| ApproverFullName | Employee | (Amend Employee Name) | First + Last |
| ApproverMailingName | Employee | (Amend Employee Name) | Mailing Name |
| ApproverUsername | Employee | Main | U/Name |
| ApproverEmail | Employee | Personal | Phone > E-Mail |
| ApproverEmployeeCode | Employee | (Amend Employee Name) | Code |
| ApproverEmployeeTel | Employee | Personal | Phone > Phone |
| Heading1 | Create Document | Letter Details | Preview/edit letter information > Heading 1 |
| Heading2 | Create Document | Letter Details | Preview/edit letter information > Heading 2 |
| DocumentDate | Create Document | Letter Details | Preview/edit letter information > Document Date |