Integrated Rental: Customer Profile

IntelliDealer is the system of record for Customer Profiles. To update a Customer Profile, make your changes in IntelliDealer. When you save your changes, this triggers an update, which automatically propagates the changes to Integrated Rental.

Topics include:

Customer Profile Information

An update is triggered when there is a database change in the records of any of these files: CMASTR, CMASCON, CMASAA and CMASTRE. To update Integrated Rental, IntelliDealer performs a customer send, which includes all contacts, credit information, and customer information. In turn, Integrated Rental also sends updated customer contacts back to IntelliDealer.

Note:  The Internal Accounts Receivable Credit Check feature is not supported by the Integrated Rental integration.

A customer with an open Integrated Rental contract cannot be made inactive.

The IntelliDealer files are:

IntelliDealer Field Name

IntelliDealer Field Notes

IR Field Name

IR Field Notes

Customer Number

 

Customer Number

 

Customer Name

 

Name

 

Search1

 

Search Name

 

Address line 1 and 2

 

Street Address

 

City

 

City

 

Zip / Postal Code

 

Zip Code

 

Phone Number

 

Phone

 

Fax Number

 

Fax

 

PST / FST Number

 

Tax Exempt Number Sales

Tax Exempt Number Rental

Both fields have same concatenated PST / FST values

Status

IntelliDealer only sets Prospect or Active statuses

Status

 

Country/Province/State

Warning: You must use the codes listed in Country and State Codes; otherwise an error will occur in the Integrated Rental system.

State Country

 

Salesperson

 

Sales Rep

 

Dun & Bradstreet

 

DNB Rating

 

Reference Code

Not an on-screen field.

IntelliDealer concatenates company/division/customer number to populate this field.

Reference Code

 

Latitude

 

Latitude

 

Longitude

 

Longitude

 

Currency Name

Not an on-screen field.

IntelliDealer uses the customer's country to determine the currency. If Canadian, it’s CAD; otherwise it defaults to USD.

Currency

 

Date Added

Not an on-screen field.

createdDate

Not an on-screen field.

Date Modified

Not an on-screen field.

modifiedDate

Not an on-screen field.

PO Number

 

PO#

 

PO # Required

Not an on-screen field. Set to Y if there is a value in the PO Number field.

PO # Required

 

Account Type

Not an on-screen field.

This value is set based on these conditions, in order:

  1. If the terms code is set to X, then COD

  2. If the category (CUCAT) is Internal, then Internal

  3. If there is an Internal A/R agency set up and it's active, then Account

  4. If none of the above conditions are met, then COD

Account Type

 

Payment Method

Not an on-screen field.

This value is set based on these conditions, in order:

  1. If the terms code is set to X and there is an active default credit card set up in CMASAA (A/R Agency tab), then Credit Card

  2. If they have an active internal A/R account setup in CMASAA, then Account.

  3. Otherwise the value is Not Set.[AM1] [AM2] [CL3] 

Payment Method

Not used on Invoice write back.

Credit Approval Type

Not an on-screen field.

This value is set based on these conditions, in order:

  1. If the terms code is set to X, then Status.

  2. If the customers category (CUCAT) is set to internal, then None.

  3. If they have an active internal A/R account set up in CMASAA, then Calculated.

  4. Otherwise, if none of these conditions apply, the value is Status.

Credit Approval Type

 

Cash

Not an on-screen field.

The value is set to Y if the above account type is COD, otherwise it's set to N.

Cash

no on-screen field

Statement Combination

Concatenation of customer name and number.

Parent Customer

 

Credit Limit

This value is populated from the Customer A/R Agency tab using the internal A/R account if it's set up and active for the customer.

Credit Limit

 

Existing Balance

This value is populated from the Internal A/R account the dealer has setup in the Internal Tools IR configuration area. If the account is setup in the A/R Agency tab of customer profile, and there's a balance outstanding in the CMASTRE file for that account, the balance is sent.

Existing Balance

 
AvaTax Entity Use Code   AvaTax Entity Use Code  

Customer Contact Information

Customer Contacts have a file level trigger. Any updates in either the UI, or at the file level, triggers the customer information to be sent to Integrated Rental.

The Customer Contact Information files are: CMASCON, CMASTR

IntelliDealer Field: Customer Contacts Tab

IntelliDealer Field Notes

IR Field: Customer Influencers

IR Field Notes

Customer Name

The Customer sold to Name taken from the Customer Profile

Customer

 

Customer Number

 

Customer

 

Name

First name field

First Name

 

Name

Last name field

Last Name

 
Comment A comment used in invoicing or quoting. Comment  

Business Cell Number

 

Mobile Phone

 

Business Phone Number

 

Work Phone

 

Business Fax Number

 

Fax

 

Business Email Address

 

Email

 

Business Address 1

This is a free-form field. For best results VitalEdge recommends this field contains only the business location name. See How to properly enter a business name

Name

 

Business Address 2

This is a free-form field. For best results VitalEdge recommends this field contains only the street address of the customer.

Street Address

 

Business Address 3[CL1] 

This is a free-form field. For best results VitalEdge recommends that this field contains only the City and State/Province of the customer.

Country, City, State

 

Business Address 4

Not sent.

 

 

Business Postal Code

This is a free-form field. For best results VitalEdge recommends it contains only the Zip/Postal code.

Zip Code

 

Job title

 

Title

 

Rental Invoice Email

checkbox

Notify Invoice Finalized

checkbox

ReferenceCode

Not an on-screen field. Value is derived from a combination of CO, DIV, CustomerNumber, and ContactNumber.

Reference Code

 

How to properly enter a business name

Each field should end with a comma. For example, if the full address is:

Dealer Name, 12 Main Street, MyTown, CA, 123456789

  • Business Address 1 field should contain: Dealer Name,

  • Business Address 2 field should contain: 12 Main Street,

  • Business Address 3 field should contain: MyTown,CA

  • Business Address 4 field should contain: 123456789

Customer Insurance Information

Customer Insurance is only sent from IntelliDealer to IR during the preload. IR handles subsequent changes to this data.

The Customer Insurance Information files are: CMASIN, CMASTRE

IntelliDealer Field: Customer Rental and Service Tab

IntelliDealer Field Notes

IR Field: Customer Insurances

IR Field Notes

Customer Name

 

Customer

Concatenation of customer name and number.

Customer Number

 

Customer

Concatenation of customer name and number.

Customer Division Name

Not an on-screen field.

The name of Division assigned to the customer.

Division

 

Policy Number [AM1] [CL2] 

Not an on-screen field.

Comes from file CMASIN field CYPOL (Agency File).

Policy Number

 

Contact

Not an on-screen field.

Comes from CMASIN field CYCNT (Agency File)

Contact

 

Agency Name

Not an on-screen field.

Comes from CMASIN field CYNME (Agency File)

Insurance Company

 

Expiry Date

 

Policy Expiration Date

 

GL Amount

Not an on-screen field.

Comes from CMASIN field CYLIAB (Agency File)

GL Amount

 

Liability Amount

 

Insurance Amount

 

Customer Tax Exemptions

Customer Tax Exemptions are only sent from IntelliDealer to IR during the preload, or when a customer is added to IntelliDealer. IR handles subsequent changes to this data. IntelliDealer only sends updates to IR when a customer is created, and any exceptions are added to the profile.

Any tax code (1-4) in IntelliDealer that has a 0 tax percent (where the tax code is not null) is considered to be exempt. A blank tax code is not considered an exemption.

IntelliDealer Fields: Customer Profile Screen

IntelliDealer Field Notes

IR Fields: Customer Tax Exemptions

IR Field Notes

Customer Name

sold to customer name

Customer

 

Customer Number

 

Customer

 

Tax Code 1

 

Tax Exclude 1

state

Tax Code 2

 

Tax Exclude 2

county

Tax Code 3

 

Tax Exclude 3

city

Tax Code 4

 

Tax Exclude 4

district
 

 

Tax Exclude 5

other

Then append these records by taking distinct states assigned to location tax records, this allows IntelliDealer to send IR exemptions by state instead of by location.

IntelliDealer Fields

IntelliDealer Field Notes

IR Fields: Customer Tax Exemptions

IR Field Notes

Customer Number

Comes from CMASTX.DKCUS

CustomerNumber

string

Customer Name

Comes from CMASTR.CUNME

CustomerName

string

State

Parsed from PFWTAB.CMBR2 (TBDATA, 41, 20)

StateName

string

Country

 

CountryCode

string
 

Not sending, this is customer default

ReasonCodeName

string
 

Not sending, this is customer default

ZipCode

string

Tax 1

Tax codes are mapped based on IntelliDealer integration screen. Comes from CMASTX.DKT1

TaxExclude1

bit

Tax 2

Tax codes are mapped based on IntelliDealer integration screen. Comes from CMASTX.DKT2

TaxExclude2

bit

Tax 3

Tax codes are mapped based on IntelliDealer integration screen. Comes from CMASTX.DKT3

TaxExclude3

bit

Tax 4

Tax codes are mapped based on IntelliDealer integration screen. Comes from CMASTX.DKT4

TaxExclude4

bit
 

Special - tax codes are mapped based on IntelliDealer integration screen

TaxExclude5

bit

Revision: 2025.04