Fields

List of fields that can be used in the EDP Document.

Order block fields

ID SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
ExtOrderID	Text	Yes	No	Unique number or text generated by External Application.
ExtSource	Text	No	Yes	Used to describe source of EDP Document. OnSite User can use for searches or reports. Example: ‘McDonalds Website’.
date_External	Date	Yes	No	Date can be in 2 or 4 year format ‘mm/dd/yy’ or ‘mm/dd/yyyy’
Id_OrderType	Number	Yes	No	Defines the type or Order the EDP Document will be converted to in the OnSite Users Onsite 7 system. This number should coordinate with OnSite Users system and can vary on different EDP Documents.

Details SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
CustomerPurchaseOrder	Text	No	Yes	Customer purchase order.
TermsName	Text	No	No	Should match TermsName in OnSite Users system for proper aging. If not provided, will default from the Customer record.
CustomerServiceRep	Text	No	Yes	Customer Service Representative for the order. If not provided, will default from the Customer record.
CustomerType	Text	No	Yes	Defines the type of Customer for this Order. OnSite User can use for searches or reports. If not provided, will default from the Customer record.
id_CompanyLocation	Number	No	No	Links the Order to a Company Location. If not provided, will default from the Customer record. Should match OnSite value list.
id_SalesStatus	Number	No	No	Values should match id_SalesStatus table in OnSite Users system.
sts_CommishAllow	Number, Boolean	No	No	Allows the entire order to be commissionable or not. 0 or 1 values only. If not specified will default to valu e for Order Type.
HoldOrderText	Text	No	No	‘Yes’ or ‘No’ only. Orders on hold will be processed but will not appear in Purchasing or Production areas of OnSite.

Dates SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
date_OrderPlaced	Date	Yes	No	Date can be in 2 or 4 year format ‘mm/dd/yy’ or ‘mm/dd/yyyy’
date_OrderRequestedToShip	Date	No	No	Date can be in 2 or 4 year format ‘mm/dd/yy’ or ‘mm/dd/yyyy’
date_OrderDropDead	Date	No	No	Date can be in 2 or 4 year format ‘mm/dd/yy’ or ‘mm/dd/yyyy’

Sales Tax SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
sts_Order_SalesTax_Override	Number, Boolean	No	No	If 1, sales tax fields will be populated from rest of values in this SubBlock. If 0 or left empty, values will be d etermined from the Customer record.
sts_ApplySalesTax01	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to all taxable products on the order.
sts_ApplySalesTax02	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to all taxable products on the order.
sts_ApplySalesTax03	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to all taxable products on the order.
sts_ApplySalesTax04	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to all taxable products on the order.
coa_AccountSalesTax01	Text	No	No	Values should match OnSite 7 General Ledger sales tax code.
coa_AccountSalesTax02	Text	No	No	Values should match OnSite 7 General Ledger sales tax code.
coa_AccountSalesTax03	Text	No	No	Values should match OnSite 7 General Ledger sales tax code.
coa_AccountSalesTax04	Text	No	No	Values should match OnSite 7 General Ledger sales tax code.
sts_ShippingTaxable	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to shipping for the order. ‘0’ val ue makes it non-taxable. If left empty, value will come from corresponding companywide settings.
sts_ShippingTaxable02	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to shipping for the order. ‘0’ val ue makes it non-taxable. If left empty, value will come from corresponding company wide settings.
sts_ShippingTaxable03	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to shipping for the order. ‘0’ val ue makes it non-taxable. If left empty, value will come from corresponding company wide settings.
sts_ShippingTaxable04	Number, Boolean	No	No	If set to 1 and corresponding coa_AccountSalesTax is populated, will apply sales tax rate attached to coa_AccountSalesTax to shipping for the order. ‘0’ val ue makes it non-taxable. If left empty, value will come from corresponding company wide settings.

Shipping SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
AddressDescription	Text	No	Yes	Description of the Ship Address for the sales order. Example: ‘Main Office’, ‘Florida Branch Office’ etc.
AddressCompany	Text	No	Yes	Ship address company name.
Address1	Text	No	Yes	Primary street address.
Address2	Text	No	Yes	Secondary street address. Usually a suite or apartment number.
AddressCity	Text	No	Yes	Shipping city.
AddressState	Text	No	Yes	Shipping state or province.
AddressZip	Text	No	Yes	Shipping zip or postal code.
AddressCountry	Text	No	No	Shipping country.
ShipMethod	Text	No	Yes	Values should match OnSite 7 shipping methods.
sts_Order_ShipAddress_Add	Number, Boolean	No	No	If 1, and if ship address does not already exist, it will be added to the customer database for future use. If 0 or left empty, ship address will be used on order only but not saved and attached to Customer record.

Notes SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
NotesToArt	Text	No	Yes	Notes to the art department.
NotesToProduction	Text	No	Yes	Notes to the production department.
NotesToReceiving	Text	No	Yes	Notes to the receiving department.
NotesToPurchasing	Text	No	Yes	Notes to the purchasing department.
NotesToShipping	Text	No	Yes	Notes to the shipping department.
NotesToAccounting	Text	No	Yes	Notes to the accounting department.
NotesToPurchasingSub	Text	No	Yes	Notes to the subcontract purchasing department.

Customer block fields

Details SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
ExtCustomerID	Text	Yes	No	Unique number or text generated by External Application.
id_Customer	Number	No	No	Used to define an existing customer. If used, must match a customer record in the Users OnSite system. Primarily used for B2C websites where each buyer on the website is not required to create an account. All orders from the website are processed in OnSite to a single customer.
Company	Text	Yes	Yes	Company name.
id_CompanyLocation	Number	No	No	Links the Customer to a Company Location. If not provided, will default from the default system preferences. Should match OnSite value list.
Terms	Text	No	No	Should match TermsName in OnSite Users system for proper aging. If not provided, will default from the Company Setup record.
WebsiteURL	Text	No	Yes	Company website
EmailMain	Text	No	Yes	Main company email address

Address SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
AddressDescription	Text	No	Yes	Description of the Billing Address for the sales order. Example: ‘Main Office’, ‘Florida Branch Office’ etc.
AddressCompany	Text	No	Yes	Billing address company name.
Address1	Text	No	Yes	Billing address primary street address.
Address2	Text	No	Yes	Billing address secondary street address. Usually a suite or apartment number.
AddressCity	Text	No	Yes	Billing address city.
AddressState	Text	No	Yes	Billing address state or province.
AddressZip	Text	No	Yes	Billing address zip or postal code.
AddressCountry	Text	No	No	Billing address country.

Sales Tax SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
sts_ApplySalesTax01	Number, Boolean	No	No	Default value for new orders created for this Customer.
sts_ApplySalesTax02	Number, Boolean	No	No	Default value for new orders created for this Customer.
sts_ApplySalesTax03	Number, Boolean	No	No	Default value for new orders created for this Customer.
sts_ApplySalesTax04	Number, Boolean	No	No	Default value for new orders created for this Customer.
coa_AccountSalesTax01	Text	No	No	Default value for new orders created for this Customer. Values should match OnSite 7 General Ledger sales tax code.
coa_AccountSalesTax02	Text	No	No	Default value for new orders created for this Customer. Values should match OnSite 7 General Ledger sales tax code.
coa_AccountSalesTax03	Text	No	No	Default value for new orders created for this Customer. Values should match OnSite 7 General Ledger sales tax code.
coa_AccountSalesTax04	Text	No	No	Default value for new orders created for this Customer. Values should match OnSite 7 General Ledger sales tax code.
TaxExemptNumber	Text	No	Yes	Tax exemption certificate number.

Price Calculator SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
id_DiscountLevel	Number	No	No	Defines discount level for the customer. Value must match OnSite value list.
id_DefaultCalculator1	Text	No	No	Default print price calculator defined for this customer. Value must match OnSite print price calculator value list.
id_DefaultCalculator2	Text	No	No	Default embroidery price calculator defined for this customer. Value must match OnSite print price calculator value list.

Profile SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
CustomerServiceRep	Text	No	Yes	Customer Service Representative for the customer.
CustomerType	Text	No	Yes	Defines the type of Customer. OnSite User can use for searches or reports.
CustomerSource	Text	No	Yes	Defines the source of Customer. OnSite User can use for searches or reports.
ReferenceFrom	Text	No	Yes	Who or where the Customer was referenced from. OnSite User can use for searches or reports.
SICCode	Text	No	Yes	Industry code for the customer.
SICDescription	Text	No	Yes	Industry code description for the customer.
n_EmployeeCount	Number	No	No	Number of employees for this customer

Custom Fields SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
CustomField01	Text	No	Yes	Any text field. Field names and contents will vary based on OnSite User system setup.
CustomField02	Text	No	Yes	Any text field. Field names and contents will vary based on OnSite User system setup.
CustomField03	Text	No	Yes	Any text field. Field names and contents will vary based on OnSite User system setup.
CustomField04	Text	No	Yes	Any text field. Field names and contents will vary based on OnSite User system setup.
CustomField05	Text	No	Yes	Any text field. Field names and contents will vary based on OnSite User system setup.
CustomField06	Text	No	Yes	Any text field. Field names and contents will vary based on OnSite User system setup.
CustomField07	Date	No	No	Any date field. Field names and contents will vary based on OnSite User system setup.
CustomField08	Date	No	No	Any date field. Field names and contents will vary based on OnSite User system setup.
CustomField09	Date	No	No	Any date field. Field names and contents will vary based on OnSite User system setup.
CustomField10	Date	No	No	Any date field. Field names and contents will vary based on OnSite User system setup.

Contact block fields

Contact Block Fields

Field Name	Field Type	Required	Carriage Returns	Comments
NameFirst	Text	No	Yes	First name of Contact for the sales order.
NameLast	Text	No	No	Last name of Contact for the sales order.
Department	Text	No	Yes	Department for Contact for the sales order.
Title	Text	No	Yes	Title of Contact for the sales order.
Phone	Text	No	Yes	Phone number of Contact for the sales order.
Fax	Text	No	Yes	Fax number of Contact for the sales order.
Email	Text	No	Yes	Email address of Contact for the sales order.
sts_EnableBulkEmail	Number, Boolean	No	No	1 will enable this user for bulk emails. 0 or empty will disable them for bulk emails.
sts_Contact_Add	Number, Boolean	No	No	If 1, and if contact does not already exist, Contact will be added to the Customer. If 0 or empty, Contact will be used on Sales Order only.

Design block fields

Design SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
ExtDesignID	Text	Yes	No	Unique number or text generated by External Application.
id_Design	Number	No	Yes	Used to define an existing design. If used, must match a design record in the Users OnSite system.
id_DesignType	Number	Yes	No	Used to define the type of design. If used, must match the value list from the Users OnSite system.
Design Name	Text	Yes	Yes	Design title.

Location SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
Location	Text	Yes	Yes	Description of Location for embellishment.
ColorsTotal	Number	No	No	Total number of colors used for print price calculations.
FlashesTotal	Number	No	No	Total number of flashes used for print price calculations.
StitchesTotal	Number	No	No	Total number of stitches used for embroidery price calculations.
DesignCode	Text	No	Yes	Secondary Design ID for each Location. Used for reference only.

Color SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
Color	Text	Yes	No	At least one Color is required for each design.
Map	Text	No	Yes	Description of Map for Location for embellishment. Typically used for Embroidery Design Types to describe what areas get what thread colors.

Product block fields

Product SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
PartNumber	Text	Yes	No	Product identifier.
PartColorRange	Text	No	No	Secondary product identifier. Examples may include ‘Whites’, ‘Lights’, ‘Darks’ etc. Values should match OnSite value list.
PartColor	Text	No	No	Color of item. Only required if item color can vary for an item with the same PartNumber and PartColorRange.
PartDescription	Text	Yes	No	Description of item.
cur_UnitPriceUserEntered	Number, Currency	No	No	Unit price for item being sold.
OrderInstructions	Text	No	Yes	Instructions for each product on the order. Can be used for user entered comments or other notes.
Size01_Req	Number	Yes	No	Quantity for Size 01
Size02_Req	Number	Yes	No	Quantity for Size 02
Size03_Req	Number	Yes	No	Quantity for Size 03
Size04_Req	Number	Yes	No	Quantity for Size 04
Size05_Req	Number	Yes	No	Quantity for Size 05
Size06_Req	Number	Yes	No	Quantity for Size 06
sts_Prod_Product_Override	Number, Boolean	No	No	If set to 1, the next 3 fields must be present and will populate the values. If set to 0 or empty, defaults from the OnSite Products database will be used.
cur_UnitCost	Number, Currency	No	No	Unit cost of the item.
sts_Enable Commission	Number, Boolean	No	No	If set to 1, this Product will be commissionable. If set to 0 or empty it will be non-commissionable.
id_ProductClass	Number	No	No	If used, must match OnSite value List.

Sales Tax SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
sts_Prod _SalesTax_Override	Number, Boolean	No	No	If set to 1, the rest of the values in this SubBlock will be used. If set to 0 or empty, rest of the values in this SubBlock will revert to OnSite defaults.
sts_EnableTax01	Number, Boolean	No	No	If set to 1, Product is taxable to the coa_AccountSalesTax01 on the sales order. If set to 0 or is empty, non taxable for coa_AccountSalesTax01 on the sales order.
sts_EnableTax02	Number, Boolean	No	No	If set to 1, Product is taxable to the coa_AccountSalesTax02 on the sales order. If set to 0 or is empty, non taxable for coa_AccountSalesTax02 on the sales order.
sts_EnableTax03	Number, Boolean	No	No	If set to 1, Product is taxable to the coa_AccountSalesTax03 on the sales order. If set to 0 or is empty, non taxable for coa_AccountSalesTax03 on the sales order.
sts_EnableTax04	Number, Boolean	No	No	If set to 1, Product is taxable to the coa_AccountSalesTax04 on the sales order. If set to 0 or is empty, non taxable for coa_AccountSalesTax04 on the sales order.

Secondary Units SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
sts_Prod_SecondaryUnits_Override	Number, Boolean	No	No	If set to 1, rest of the fields in this block will be populated by the block. If set to 0 or empty, fields in this block will revert to Product defaults.
sts_UseSecondaryUnits	Number, Boolean	No	No	If set to 1, secondary units will be used. If set to 0 or empty, secondary units will not be used.
Units_Qty	Number	No	No	Quantity of Secondary Units to be used. Example: 22 Sq. Feet. 13 centimeters.
Units_Type	Text	Yes	No	Units Type must be one of the following values: Linear Feet, Linear Inches, Linear Centimeters, Linear Meters, Linear Yards, Square Feet, Square Inches, Square Yards, Square Meters, Square Centimeters, Units, Pieces, Count
Units_Area1	Number	No	No	Dimension 1 if Units Type is Length or Area.
Units_Area2	Number	No	No	Dimension 2 if Units Type is Area.
sts_UnitsPricing	Number, Boolean	No	No	If set to 1, Units_Qty will be used in price calculations. If 0 or empty, size quantities will be used for price calculations.
sts_UnitsPurchasing	Number, Boolean	No	No	If set to 1, Units_Qty will be used for purchasing quantities. If 0 or empty, size quantities will be used for purchasing.
sts_UnitsPurchasingExtraPercent	Number, Percentage	No	No	Additional default percentage with which to increase Units_Qty IF sts_UnitsPurchasing is set to 1.
sts_UnitsPurchasingExtraRound	Number	No	No	Number of digits for rounding the amount to be purchased. Only used if sts_UnitsPurchasingExtraPercent = 1.

Behavior SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
sts_Prod_Behavior_Override	Number, Boolean	No	No	If set to 1, rest of the fields in this block will be populated by the block. If set to 0 or empty, fields in this block will revert to System defaults.
sts_ProductSource_Supplied	Number, Boolean	No	No	If set to 1, Product is supplied by the customer and will not be able to be purchased or pulled from inventory. If this value is 1, sts_ProductSource_Purchase and sts_ProductSource_Inventory fields below should be set to 0.
sts_ProductSource_Purchase	Number, Boolean	No	No	If set to 1, Product can be purchased. If 0 or empty product cannot be purchased. If set to 1, sts_ProductSource_Supplied should be set to 0.
sts_ProductSource_Inventory	Number, Boolean	No	No	If set to 1, Product can be pulled from inventory. If 0 or empty product cannot be pulled from inventory. If set to 1, sts_ProductSource_Supplied should be set to 0.
sts_Production_Designs	Number, Boolean	No	No	If set to 1, Designs can be attached to this Product. If 0 or empty Designs cannot be attached.
sts_Production_Subcontract	Number, Boolean	No	No	If set to 1, Product can be subcontract purchased. If 0 or empty cannot be subcontract purchased.
sts_Production_Components	Number, Boolean	No	No	If set to 1, Product can have components. If 0 or empty cannot have components. NOTE: Component Products cannot be defined in the EDP Document but are created from the Products Database when the EDP Document is processed.
sts_Storage_Ship	Number, Boolean	No	No	If set to 1, Product can be shipped. If set to 0 or empty Product cannot be shipped.
sts_Storage_Inventory	Number, Boolean	No	No	If set to 1, Product will have to be put into Inventory before the order it is on can be invoiced.. If set to 0 or empty Product does not have to be placed into inventory.
sts_Invoicing_Invoice	Number, Boolean	No	No	If set to 1, Product will appear on the Invoice. All items the customer is charged for should have this set to 1. If set to 0 or empty, will be a Work Order item only and will not appear on the invoice.

Payment block fields

Payment SubBlock

Field Name	Field Type	Required	Carriage Returns	Comments
date_Payment	Date	Yes	No	Date can be in 2 or 4 year format ‘mm/dd/yy’ or ‘mm/dd/yyyy’
cur_Payment	Number, Currency	No	No	Payment amount
PaymentType	Text	No	Yes	i.e. Visa, MasterCard etc. Should match OnSite value list.
PaymentNumber	Text	No	Yes	CC or other reference number. See warnings regarding passing full Credit Card numbers.
Card_Name_First	Text	No	Yes	Cardholder first name.
Card_Name_Last	Text	No	No	Cardholder last name.
Card_Exp_Date	Text	No	No	Card expiration date
Notes	Text	No	Yes	Additional notes to be attached to the payment and may include additional processing details.