Table of contents

Merge Fields - Supplier

Last modified 10:25, 18 Sep 2014
Table of contents

Overview

Different merge fields are available based on the library that the template is for. This section lists the fields and where they are populated from. This page shows the fields that are available for use in supplier related templates.

Field List

Edit section
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

EMail

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

E-Mail

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
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