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Updated: 2009-09-16

Version: Control 4.4

Table Purpose, Usage, and Notes

This table is the header record for an account in Control. Accounts make up the following types of objects:

Information on Table Data

Table Structure

~ Table.FieldName ~ Data Type ~ Description ~ Links To
Account.AccountingContactID int Link to Accounting Contact AccountContact.ID
Account.AccountNumber int Assigned Account Number
Account.BillingAddressID int Links to the Primary Billing Address for the company Address.ID
Account.ClassTypeID int Identifier for the Type of Object
Account.CompanyName nvarchar(50) Company's Name
Account.CreditApprovalDate datetime Date company was approved for credit
Account.CreditBalance decimal(18, 4) Current Credit Balance
Account.CreditLimit decimal(18, 4) Current Credit Limit
Account.CreditNumber nvarchar(25) Internal Credit Number
Account.DateCreated datetime Date Company was added (manually)
Account.DateImported datetime Date Company was imported (automatic)
Account.DefaultPaymentExpDate datetime deprecated
Account.DefaultPaymentNameOnCard nvarchar(25) deprecated
Account.DefaultPaymentTrackingNumber nvarchar(25) deprecated
Account.DefaultPaymentTypeID int deprecated
Account.DefaultShipMethodID int Link to Default Shipping Method Element.ID (always classtypeid 6130)
Account.Department nvarchar(25) Additional field to specify sub group within a company (i.e. Parts Department)
Account.DiscountLevel float % to adjust subtotal by (can be a discount or a price increase)
Account.DivisionID int Store's Division which a customer is primarily associated with (if using more than one) EmployeeGroup.ID
Account.Flags text Pop up text for whenever a company is edited or used
Account.HasCreditAccount bit Yes/No if a customer has a credit account
Account.HasServiceContract bit Yes/No if a customer has a service contract
Account.ID int Primary Key for the Table TransHeader.AccountID
CourseContactLink.AccountID
AccountContact.AccountID
GL.AccountID
Journal.AccountID
PartConsumptionJournal.AccountID
TransHeaderHistory.AccountID
PayrollTaxTable.BillVendorID
PayrollPayItem.BillVendorID
GLAccount.VendorID
CatalogItem.VendorID
PartGL.VendorID
Account.ImportBatch nvarchar(15) Batch number from SMS Import
Account.IndustryID int Link to Marketing Industry MarketingListItem.ID
Account.Is1099Vendor bit Yes/No if vendor is a 1099 vendor
Account.IsActive bit Yes/No if company is active
Account.IsClient bit Yes/No if customer has had at least one order created
Account.IsFullyTaxExempt bit Yes/No if Tax Exempt is selected
Account.IsPersonal bit Yes/No if company is a personal contact
Account.IsProspect bit Yes/No if customer has not had any orders made yet ustomers cannot be both prospects and vendors)
Account.IsSystem bit Yes/No if company is part of system data
Account.IsVendor bit Yes/No if company is a vendor
Account.Keywords text
Account.MainFaxNumberID int Link to Main Fax Number PhoneNumber.ID
Account.MainPhoneNumberID int Link to Main Phone Number PhoneNumber.ID
Account.Marketing3ID int MarketingListItem.ID
Account.ModifiedByComputer nvarchar(25) HostName of computer that last modified this record
Account.ModifiedByUser nvarchar(25) Windows username that last modified this record
Account.ModifiedDate datetime date/time of the last modification to this record
Account.MyAccountNumber varchar(50) Stores Account Number with a vendor
Account.Notes text Written notes (Speed Notes can fill this field)
Account.OriginID int Link to Marketing Origin MarketingListItem.ID
Account.ParentID int Link to Parent Company if company is designated as a subsidiary Account.ID
Account.PaymentTermsID int Link to Payment Terms PaymentTerms.ID
Account.PONumber varchar(25) Standing PO Number for company
Account.PONumberRequired bit Yes/No on whether a PO Number is required when saving orders for this company
Account.PricingLevel float Percentage amount of Pricing Level change (this can be positive or negative)
Account.PricingLevelID int Link to Default Pricing Level for Estimates and Orders PricingLevel.ID
Account.PricingPlanTypeID int Link to the Pricing Plan for this company PricingPlan.ID
Account.PrimaryContactID int Link to Primary Contact AccountContact.ID
Account.PrimaryNumber varchar(75) Formatted Primary Phone Number
Account.PriNumberTypeID int Link to Primary Phone Number type (Phone,Fax,Cell) Element.ID
Account.PriNumberTypeText varchar(50) Name of the primary phone number type
Account.PromotionID int Link to an existing promotion that will Promotion.ID
Account.RegionID int Link to Marketing Region MarketingListItem.ID
Account.SalesPersonID1 int Link to Primary Salesperson Employee.ID
Account.SalesPersonID2 int Link to Second Salesperson Employee.ID
Account.SalesPersonID3 int Link to Third Salesperson Employee.ID
Account.SecNumberTypeID int Link to Secondary Phone Number type (Phone,Fax,Cell) Element.ID
Account.SecNumberTypeText varchar(50) Name of the secondary phone number type
Account.SecondaryNumber varchar(75) Formatted Secondary Phone Number
Account.SeqID int Value Indicating the number of updates to the record
Account.ServiceContractExpDate datetime Date/Time of Service Contract Expiration
Account.ServiceContractNotes text Additional Notes on Service Contract
Account.ServiceContractStartDate datetime Date/Time Service Contract begins
Account.ServiceContractTypeID int Link to Service Contract record ServiceContractType.ID
Account.ShippingAddressID int Link to Shipping address Address.ID
Account.StoreID int Pre-4.2? linked to Store.ID, now deprecated
Account.StageID int New in 4.4. Links to the Company Stage Element.ID (where ClassTypeID xxxxxx)
Account.TaxClassID int Link to a tax class record TaxClass.ID
Account.TaxExempt bit Yes/No Company is Tax Exempt
Account.TaxExemptExpDate datetime Date/Time of Tax Exempt Expiration
Account.TaxNumber nvarchar(25) Tax Number
Account.TaxNumberExpDate datetime Date/Time of Tax Number Expiration
Account.ThirdNumber varchar(75) Formatted Third Phone Number
Account.ThirdNumberTypeID int Link to Third Phone Number type (Phone,Fax,Cell) Element.ID
Account.ThirdNumberTypeText varchar(50) Name of the third phone number type
Account.UseTaxLookup bit Yes/No Lookup Tax
Account.VendorCreditBalance float Value of current credit balance with vendor
Account.VendorPaymentTermsID int Link to the AP Payment Terms for vendor PaymentTerms.ID
Account.WebAddress nvarchar(50) Website address for company

Related Tables

Contact Table

See Also