Application Wide
Mail Merge Fields
Summary
Springbrook allows users to pull data from the application and customize how that data is displayed on module specific MS Word mail merge forms. Forms will be saved in the Springbrook folder on your server at the path specified when the application was installed (SS> Utilities> System Setup> System tab> Archive Directory field).
This document provides descriptions for the available merge fields used when creating a form in the application.
Related Links
Click here for information on BT Forms Maintenance.
Click here for information on CM Forms Maintenance.
Click here for information on LP Forms Maintenance.
Click here for information on SA Forms Maintenance.
Click here for information on SS Forms Maintenance.
Click here for information on UB Forms Maintenance.
Merge fields common to all modules:
Merge Field Title | Description |
---|---|
MLR_Addr_1_Formattted |
This is the customer's full name. SS> Maintenance> Customer Master Search> First Name and Last Name fields. All MLR_Addr_Formattted merge fields will format existing Customer Maintenance information as a standard mailing address. |
MLR_Addr_2_Formattted through MLR_Addr_4_Formattted |
These are the three Mailing Address lines. SS> Maintenance> Customer Master Search> Mailing Address fields 1-3. |
MLR_Addr_5_Formattted | This is the customer's City, State, and Zip Code as it would appear in a standard address. SS> Maintenance> Customer Master Search> City, State, and Zip Code fields. |
MLR_Last_Name MLR_First_Name |
This is the last and first name of the customer. SS> Maintenance> Customer Master Search> First Name and Last Name fields. |
MLR_Desc | This is the contents of the Customer Maintenance Description field. SS> Maintenance> Customer Master Search> Description field. |
MLR_Phone_1 | This is the Home Phone specified for the customer. SS> Maintenance> Customer Master Search> Home Phone field. |
MLR_Phone_2 | This is the Business Phone specified for the customer. SS> Maintenance> Customer Master Search> Business Phone field. |
MLR_Phone_3 | This is the Cell Phone specified for the customer. SS> Maintenance> Customer Master Search> Cell Phone field. |
MLR_Email | This is the Email Address specified for the customer. SS> Maintenance> Customer Master Search> Email Address field. |
MLR_Ext_1 | This is the Home Extension specified for the customer. SS> Maintenance> Customer Master Search> Home Extension field. |
MLR_Ext_2 | This is the Business Extension specified for the customer. SS> Maintenance> Customer Master Search> Business Extension field. |
MLR_Ext_3 | This is the Cell Extension specified for the customer. SS> Maintenance> Customer Master Search> Cell Extension field. |
MLR_City | This is the City specified for the customer. SS> Maintenance> Customer Master Search> City field. |
MLR_State | This is the State specified for the customer. SS> Maintenance> Customer Master Search> State field. |
MLR_Zip | This is the Zip Code specified for the customer. SS> Maintenance> Customer Master Search> Zip Code field. |
MLR_Addr_1 through MLR_Addr_3 |
These are the Customer Maintenance Mailing Address fields. SS> Maintenance> Customer Master Search> Mailing Address fields. |
Merge Field Title | Description |
---|---|
C_Cust_No | This is the Customer Number for the customer. SS> Maintenance> Customer Master Search> Customer Number field. |
C_Last_Name C_First_Name C_Middle_Name |
These are the Last, First and Middle names of the customer. SS> Maintenance> Customer Master Search> Last Name, First Name, and Middle Name fields. |
C_Addr_Care_Of | This is the care of address specified for the customer. SS> Maintenance> Customer Master Search> Address Care Of field. |
C_Addr_1 through C_Addr_3 |
These are the three Mailing Address lines for the customer. SS> Maintenance> Customer Master Search> Mailing Address fields 1-3. |
C_City | This is the City specified for the customer. SS> Maintenance> Customer Master Search> City field. |
C_State | This is the State specified for the customer. SS> Maintenance> Customer Master Search> State field. |
C_Zip | This is the Zip Code specified for the customer. SS> Maintenance> Customer Master Search> Zip Code field. |
C_Delivery_Point | This is the Delivery Point specified for the customer. SS> Maintenance> Customer Master Search> Delivery Point field. |
C_Carrier_Route | This is the Carrier Route specified for the customer. SS> Maintenance> Customer Master Search> Carrier Route field. |
C_Email | This is the Email Address specified for the customer. SS> Maintenance> Customer Master Search> Email Address field. |
C_Home_Phone C_Home_Ext |
These are the Home Phone and Home Extensions specified for the customer. SS> Maintenance> Customer Master Search> Home Phone and Home Extension fields. |
C_Bus_Phone C_Bus_Ext |
These are the Business Phone and Business Extensions specified for the customer. SS> Maintenance> Customer Master Search> Business Phone and Business Extension fields. |
C_Drv_Lic_No | This is the Driver's License Number specified for the customer. SS> Maintenance> Customer Master Search> Driver's License Number field. |
C_Desc | This is the contents of the Customer Maintenance Description field. SS> Maintenance> Customer Master Search> Description field. |
C_Misc_1 through C_Misc_24 |
These fields are the Customer Maintenance user-defined fields. SS> Maintenance> Customer Master Search> Miscellaneous tab. Miscellaneous fields set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the Customer Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
C_Cell_Phone |
This is the Cell Phone specified for the customer. SS> Maintenance> Customer Master Search> Cell Phone field. |
Merge Field Title | Description |
---|---|
L_Lot_No | This is the Lot Number established when the lot was created. SS> Maintenance> Lot Master Search> Lot tab> Lot Number field. |
L_Tax_Lot |
This is the Tax Lot value established when the lot was created. SS> Maintenance> Lot Master Search> Lot tab> Tax Lot field. |
L_Street_Number L_Street_Directional L_Street_Name |
These fields specify the lot street address information. SS> Maintenance> Lot Master Search> Lot tab> Street Number, Street Directional, and Street Name fields. |
L_Addr_2 |
This is an additional address line available on the Lot Maintenance window. SS> Maintenance> Lot Master Search> Lot tab> Address field. |
L_City L_State L_Zip |
These fields specify the remaining lot address information. SS> Maintenance> Lot Master Search> Lot tab> Address, State, and Zip fields. |
L_Units_Measure | This is the unit of measure used to record the lot size when the lot was created. The merge field will display an A for Acres or an SF for Square Feet. SS> Maintenance> Lot Master Search> Lot tab> Size Units field. |
L_Lot_Size L_Buildable_Size L_Non_Buildable L_Developed_Size L_Impervious_size |
These fields specify the lot size information. SS> Maintenance> Lot Master Search> Lot tab> Lot Size, Buildable Size, Non Buildable Size, Developed Size, and Impervious Size fields. |
L_In_Out_City | This field will display a True if the In City toggle is checked. SS> Maintenance> Lot Master Search> Lot tab> In City toggle. |
L_No_Of_Units | This is the number of units specified when the lot was created. SS> Maintenance> Lot Master Search> Lot tab> Number of Units field. |
L_Misc_1 through L_Misc_18 |
These fields are the Lot Maintenance user-defined fields. SS> Maintenance> Lot Master Search> Miscellaneous tab. Miscellaneous fields set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the Business Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
L_Desc |
This is the contents of the Description field. SS> Maintenance> Lot Master Search> Lot tab> Description field. |
L_Lot_Status | This is the lot status established when the lot was created. SS> Maintenance> Lot Master Search> Lot tab> Lot Status field. |
L_Parcel L_Subdivision |
This is the parcel and subdivision that the lot resides in. SS> Maintenance> Lot Master Search> Lot tab> Parcel and Subdivision fields. |
L_Jurisdiction | This is the Jurisdiction that the lot location falls under. SS> Maintenance> Lot Master Search> Lot tab> Jurisdiction field. |
L_Map_Grid | This is the Map Grid that the lot is located in. SS> Maintenance> Lot Master Search> Lot tab> Map Grid field. |
L_Default_Tennant_Cust_No L_Default_Tennant_Cust_Sequen |
These fields are the first and second parts of the lot tennant's UB account number. SS> Maintenance> Lot Master Search> Lot tab> Master Account field. |
L_Class_Code |
This is the Class Code attached to the lot when it was created. Classes are often used to classify the type of lot, such as Commercial, Industrial, or Residential. SS> Maintenance> Lot Master Search> Lot tab> Class Code field. Classes are created and maintained on the Class Maintenance window (UB> Maintenance> Class). |
L_Zone_Code |
This is the Zone Code attached to the lot when it was created. SS> Maintenance> Lot Master Search> Lot tab> Zone Code field. Zones are created and maintained on the Zone Maintenance window (UB> Maintenance> Zone). |
Merge Field Title | Description |
---|---|
O_Cust_No | This is the Customer Number for the lot owner. SS> Maintenance> Customer Master Search> Customer Number field. |
O_Last_Name O_First_Name O_Middle_Name |
These are the Last, First and Middle names of the lot owner. SS> Maintenance> Customer Master Search> Last Name, First Name, and Middle Name fields. |
O_Addr_Care_Of | This is the care of address specified for the lot owner. SS> Maintenance> Customer Master Search> Address Care Of field. |
O_Addr_1 through O_Addr_3 |
These are the three Mailing Address lines for the lot owner. SS> Maintenance> Customer Master Search> Mailing Address fields 1-3. |
C_City | This is the City specified for the lot owner. SS> Maintenance> Customer Master Search> City field. |
O_State | This is the State specified for the lot owner. SS> Maintenance> Customer Master Search> State field. |
O_Zip | This is the Zip Code specified for the lot owner. SS> Maintenance> Customer Master Search> Zip Code field. |
C_Delivery_Point | This is the Delivery Point specified for the lot owner. SS> Maintenance> Customer Master Search> Delivery Point field. |
O_Carrier_Route | This is the Carrier Route specified for the lot owner. SS> Maintenance> Customer Master Search> Carrier Route field. |
O_Email | This is the Email Address specified for the lot owner. SS> Maintenance> Customer Master Search> Email Address field. |
O_Home_Phone O_Home_Ext |
These are the Home Phone and Home Extensions specified for the lot owner. SS> Maintenance> Customer Master Search> Home Phone and Home Extension fields. |
O_Bus_Phone O_Bus_Ext |
These are the Business Phone and Business Extensions specified for the lot owner. SS> Maintenance> Customer Master Search> Business Phone and Business Extension fields. |
O_Drv_Lic_No | This is the Driver's License Number specified for the lot owner. SS> Maintenance> Customer Master Search> Driver's License Number field. |
O_Desc | This is the contents of the Customer Maintenance Description field. SS> Maintenance> Customer Master Search> Description field. |
O_Misc_1 through O_Misc_24 |
These fields are the Customer Maintenance user-defined fields. SS> Maintenance> Customer Master Search> Miscellaneous tab. Miscellaneous fields set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the Customer Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
O_Cell_Phone |
This is the Cell Phone specified for the lot owner. SS> Maintenance> Customer Master Search> Cell Phone field. |
Module specific merge fields:
Merge Field Title | Description |
---|---|
Permit_No |
This is the permit number specified when the permit was originally created. BP> Maintenance> Permit> General tab> Permit Number field. |
Date_Issued |
This is the date that the permit was originally issued. BP> Maintenance> Permit> General tab> Issue Date field. |
Expiration_Date |
This is the date that the permit is set to expire. BP> Maintenance> Permit> General tab> Expiration Date field. This date can be manually set or can be determined by the Duration and Duration Units fields. These values are specified by the attached Permit Type. Permit types are created and maintained on the Permit Type Maintenance window (BP> Maintenance> Permit Type). |
Cust_No |
This is the customer attached to the permit. BP> Maintenance> Permit> General tab> Customer Number field. |
General_Contractor_ID | This is the ID of the general contractor attached to the permit. BP> Maintenance> Permit> General tab> General Contractor section> Last Name field. |
Printed | This field will display TRUE if the permit has been printed from the BP Permitting window (CR> Cash Receipts> Enter Receipts> Create> BP Permitting icon). |
Date_Printed | This is the date that the permit was printed. BP> Maintenance> Permit> General tab> Print Date field. |
Lot_No |
This is the Lot Number associated with the permit. BP> Maintenance> Permit> General tab> Lot Number field. Lots are created and maintained on the Lot Maintenance window (SS> Maintenance> Lot Master Search). |
Application_Date | This is the application date specified on the permit. This field defaults to the date that the application was originally created. BP> Maintenance> Permit> General tab> Application Date field. |
Completion_Date | This is the completion date specified on the permit. BP> Maintenance> Permit> General tab> Completion Date field. |
Description | This is the contents of the Permit Description field. BP> Maintenance> Permit> General tab> Permit Description field. |
Permission_Type | This is the contents of the Permission Description field. BP> Maintenance> Permit> General tab> Permission Description field. |
Project_Cost |
This is the current project cost associated with the permit. BP> Maintenance> Permit> General tab> Project Cost field. This amount can be determined by entering the project cost directly or by attaching a valuation to the permit (BP> Maintenance> Permit> Valuation tab> Unit Cost and Number of Units fields). Valuations are created and maintained on the Valuation Unit Type Maintenance window (BP> Maintenance> Valuation Unit Type). |
Misc_Char_1 through Misc_Char_10 Misc_Dec_1 through Misc_Dec_8 Misc_Int_1 through Misc_Int_4 Misc_Date_1 through Misc_Date_4 Misc_Log_1 through Misc_Log_4 |
These fields are the Permit Maintenance user-defined fields. BP> Maintenance> Permit> Miscellaneous tab. Miscellaneous fields set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date, Decimal, and Integer merge fields will display the contents of the fields on the Permit Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
Permit_No_Prefix and Permit_No_Count |
These fields are the two elements of the auto-assigned permit number. BP> Maintenance> Permit> General tab> Permit Number field. The Prefix is determined when the BP module is set up (BP> Utilities> Setup> Permit Prefix field). The Count is the sequential number that is assigned to the permit. These fields will populate only if the BP module is set up for automatic permit numbering (BP> Utilities> Setup> Building Permits drop-down menu). |
Permit_Status |
This is the user-defined permit status for the selected permit. BP> Maintenance> Permit> General tab> Permit Status field. Permit Statuses are created and maintained on the Permit Status Maintenance window (BP> Maintenance> Permit Status). Be aware that if the Word merge form is being used in the Letters process, and the batch is set up to change the permit status on commit, the permit status displayed on the form letter will not be the same as the updated permit status after the Letters batch is committed. |
Application_No | This is the application number that was automatically assigned to the permit if it was initially created as an application. BP> Maintenance> Permit> General tab> Application Number field. |
Permit_Type |
This is the permit type selected when the permit was initially created. BP> Maintenance> Permit> General tab> Permit Type field. Permit Types are created and maintained on the Permit Type Maintenance window (BP> Maintenance> Permit Type). |
Temp_CO_Expiration_Date | This is the expiration date associated with the temporary certificate of occupancy attached to the permit. BP> Maintenance> Permit> General tab> Temp CO Expiration field. |
Balance | This is the current outstanding balance on the permit. This field only includes committed transactions. BP> Maintenance> Permit> General tab> Permit Balance field. |
Notification | This field will display TRUE if the customer attached to the permit is configured to receive a letter when the permit is included in a BP Letters batch. BP> Maintenance> Permit> General tab> Notification toggle. |
Effective_Date | This is the effective date that determines which valuation or fee revision is applied to the permit. BP> Maintenance> Permit> General tab> Effective Date field. |
Last_Date Last_Time Last_User Last_Func |
These fields display information regarding the last change made to the Permit record. They will provide the date, the time (in seconds), the user logged in at the time of the changes, and the last table that was edited. |
BP_Temp_Merge_ID | This is a temporary number assigned sequentially to each of the letters included in the batch. The first number in this sequence will be reset to 000000001 for each new batch. |
Merge Field Title | Description |
---|---|
B_Bus_No | This is the Business Number established when the business was created. BT> Maintenance> Business> General tab> Business Number field. |
B_Cust_No |
This is the Customer Number for the customer associated with the business. BT> Maintenance> Business> General tab> Customer Number field. Customers are created and maintained on the Customer Maintenance window (SS> Maintenance> Customer Master Search). |
B_Lot_No |
This is the Lot Number associated with the business. BT> Maintenance> Business> General tab> Lot Number field. Lots are created and maintained on the Lot Maintenance window (SS> Maintenance> Lot Master Search). |
B_Bus_Type |
This is the Business Type specified for the business. BT> Maintenance> Business> General tab> Business Type field. Business Types are created and maintained on the Business Type Maintenance window (BT> Maintenance> Business Type). |
B_Org |
This is the Organization type specified for the business. BT> Maintenance> Business> General tab> Organization field. Organizations are created and maintained on the Organization Maintenance window (BT> Maintenance> Organization). |
B_Bus_Status |
This is the current Status of the business. BT> Maintenance> Business> General tab> Status field. Statuses are created and maintained on the Status Maintenance window (BT> Maintenance> Status). |
B_Desc | This is the contents of the Business Maintenance Description field. BT> Maintenance> Business> General tab> Description field. |
B_Fed_Tax_ID | This is the Federal Tax ID specified for the business. BT> Maintenance> Business> General tab> Federal Tax ID field. |
B_MaskedFederalTaxID | This is the same as the Federal Tax ID field represented by the merge field above, but this field will obfuscate the first three digits of the ID number. For example, the Federal Tax ID number 1234567 will display as ***4567. |
B_Start_Date | This is the Start Date specified when the business was created. BT> Maintenance> Business> General tab> Start Date field. |
B_First_Paid_Emp | This is the date that the first employee was paid. BT> Maintenance> Business> General tab> First Paid Emp Date field. |
B_No_of_Employees | This is the current number of employees for the business. BT> Maintenance> Business> General tab> Number of Employees field. |
B_Closed_Date | This is the date that the business closed. BT> Maintenance> Business> General tab> Close Date field. |
B_Char_1 through B_Char_4 B_Date_1 through B_Date_4 B_Dec_1 through B_Dec_4 B_Logi_1 through B_Logi_4 |
These fields are the Business Maintenance user-defined fields. BT> Maintenance> Business> Miscellaneous tab. Miscellaneous fields set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the Business Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
B_State_ID | This is the State ID specified for the business. BT> Maintenance> Business> General tab> State ID field. |
B_DBA | This is the business name as entered in the Doing Business As field. BT> Maintenance> Business> General tab> Doing Business As field. |
B_Letter | This merge field will display TRUE when the business is configured to receive a letter if included in a BT Letters batch. BT> Maintenance> Business> General tab> Letter toggle. |
Merge Field Title | Description |
---|---|
Is_Template |
True or False |
Type |
This is the Issue Type specified for the Issue. CM> Issues> Issue Search> open an Issue> Issue Type field. Issue Types are created and maintained on the Issue Type Maintenance window (CM> Maintenance> Issue Type). |
Issue_No |
This is the Issue Number that the system automatically assigns to the Issue. CM> Issues> Issue Search> open an Issue> Issue No field. |
Citation_No |
This is the Citation Number specified for the Issue. CM> Issues> Issue Search> open an Issue> Citation No field. |
Issue_Date and Issue_Time |
This is the Issue Date specified when the Issue is created. CM> Issues> Issue Search> open an Issue> Issue Date field. |
Source and Source_Cust_No |
The Source merge field will populate with the contents of the Issue Source Description field. CM> Issues> Issue Search> open an Issue> Source Description field. The Source_Cust_No merge field will populate with the contents of the Issue Source Customer field. CM> Issues> Issue Search> open an Issue> Source Customer field. |
Lot_No |
This is the lot number specified for the Issue. CM> Issues> Issue Search> open an Issue> Lot Number field. Lots are created and maintained on the Lot Maintenance window (SS> Maintenance> Lot Master Search). |
Cust_No and Location |
The Cust_No merge field will populate with the Issue Target Customer field. CM> Issues> Issue Search> open an Issue> Target Customer field. The Location field will populate with the Issue Target Description field. CM> Issues> Issue Search> open an Issue> Target Description field. |
Description | This is the Issue Description specified for the Issue. CM> Issues> Issue Search> open an Issue> Issue Description field. |
Issue_Status |
This is the Issue Status specified when the issue us created. CM> Issues> Issue Search> open an Issue> Issue Status field. Issue statuses are created and maintained on the Issue Status Maintenance window (CM> Maintenance> Issue Status). |
Ordinance | The Ordinance merge field will populate with the contents of the Issue Ordinance field. CM> Issues> Issue Search> open an Issue> Ordinance field. |
Resolution_Type Resolution_Notes |
The Resolution_Type merge field will populate with the resolution type specified on the Issue. CM> Issues> Issue Search> open an Issue> Resolution Type field. Resolution types are created and maintained on the Resolution Type Maintenance window (CM> Maintenance> Resolution Type). The Resolution_Notes merge field will populate with the contents of the Resolution Notes entered on the Issue. CM> Issues> Issue Search> open an Issue> Resolution Notes field. |
User_Char_1 and User_Char_2 User_Dec_1 and User_Dec_2 User_Date_1 and User_Date_2 User_Log_1 and User_Log_2 |
These fields are the Issue Maintenance user-defined fields. CM> Issues> Issue Search> open an Issue> Miscellaneous tab. Miscellaneous fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the Issue Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
User_Notes | This field will populate with the contents of the Notes field on General tab. CM> Issues> Issue Search> open an Issue> Notes field. |
Last_Date Last_Time Last_User Last_Func |
These fields display information regarding the last change made to the Issue record. They will provide the date, the time (in seconds), the user logged in at the time of the changes, and the last table that was edited. |
CM_Temp_Merge_ID | This is a temporary number assigned sequentially to each of the letters included in the batch. The first number in this sequence will be reset to 000000001 for each new batch. |
Merge Field Title | Description |
---|---|
HR_Temp_Merge_ID | This is a temporary number assigned sequentially to each of the form letters included in the batch. The first number in this sequence will be reset to 000000001 for each new batch. |
E_Employee_No | This is the Employee Number specified on the employee record. HR> Maintenance> PR Employee> General tab> Employee Number field. |
E_Emp_Status | This is the Status specified on the employee record. HR> Maintenance> PR Employee> General tab> Status field. |
E_Department | This is the Department attached to the employee record. HR> Maintenance> PR Employee> General tab> Department field. |
E_Position | This is the Position associated with the employee on the employee record. HR> Maintenance> PR Employee> General tab> Position field. |
E_Union_Code_1 E_Union_Code_2 |
These are the Union codes associated with the employee record via the Union Unit. Union units are attached to Plans that are attached to Positions. These fields will display the union codes associated with the employee's position. HR> Maintenance> PR Employee> General tab> Position field. |
E_Job_Title | This is the Job Title specified on the employee record. HR> Maintenance> PR Employee> General tab> Job Title field. |
E_Hire_Date | This is the date that the employee was initially hired. HR> Maintenance> PR Employee> General tab> Hire Date field. |
E_Anniv_Date | This is the employee's Anniversary date. HR> Maintenance> PR Employee> General tab> Anniversary Date field. |
E_Seniority_Date | This is the employee's Seniority date. HR> Maintenance> PR Employee> General tab> Seniority Date field. |
E_Review_Month | This is the month for the employee's review. HR> Maintenance> PR Employee> General tab> Review Month field. |
E_Term_Date | This is the employee's Termination Date. HR> Maintenance> PR Employee> General tab> Termination Date field. |
E_SSN | This is the employee's Social Security Number. HR> Maintenance> PR Employee> General tab> SSN field. |
E_First_Name E_Middle_Name E_Last_Name |
This is the employee's full name. HR> Maintenance> PR Employee> General tab> First Name, Middle Name and Last Name fields. |
E_Birth_Date | This is the employee's birth date. HR> Maintenance> PR Employee> General tab> Date of Birth field. |
E_Gender | This is the employee's gender. HR> Maintenance> PR Employee> General tab> Gender field. |
E_Addr_1 E_Addr_2 E_City E_County E_State E_Zip |
This is the address specified on the employee record. HR> Maintenance> PR Employee> General tab> Address 1, Address 2, City, County, State and Zip fields. |
E_Home_Phone E_Bus_Phone E_Cell_Phone |
These are the phone numbers specified on the employee record. HR> Maintenance> PR Employee> General tab> Home Phone, Bus Phone and Cell Phone fields. |
E_email | This is the email address specified on the employee record. HR> Maintenance> PR Employee> General tab> E-mail Address field. |
E_Elected_or_Appointed | This field will display TRUE if the employee is specified as elected or appointed. HR> Maintenance> PR Employee> General tab> Elected/Appointed toggle. |
E_Part_Time | This field will display TRUE if the employee is specified as a part time employee. HR> Maintenance> PR Employee> General tab> Part Time toggle. |
Misc_Char_1 through Misc_Char_6 Misc_Dec_1 through Misc_Dec_6 Misc_Date_1 through Misc_Date_6 Misc_Log_1 through Misc_Log_6 |
These fields are the HR/PR Employee Maintenance user-defined fields. HR> Maintenance> PR Employee> Miscellaneous tab. Miscellaneous fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the Employee Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
P_Employee_No | This is the employee number of the employee that received the PAF. HR> Personnel Action Forms> PAF> General tab> Employee No. field. |
P_Last_Name P_First_Name |
This is the name of the employee that received the PAF. HR> Personnel Action Forms> PAF> General tab> First Name and Last Name fields. |
P_Dept_Code | This is the department code specified on the PAF. HR> Personnel Action Forms> PAF> General tab> Department field. |
P_Position | This is the employee's position as specified on the PAF. HR> Personnel Action Forms> PAF> General tab> Position field. |
P_PAF_Date | This is the date specified on the PAF. HR> Personnel Action Forms> PAF> General tab> Date field. |
P_User_Character_1 and 2 P_User_Integer_1 and 2 P_User_Decimal_1 and 2 P_User_Date_1 and 2 P_User_Logical_1 and 2 |
These fields are the PAF Maintenance user-defined fields. HR> Personnel Action Forms> PAF> Miscellaneous tab. These miscellaneous fields are set up on the PAF Template Maintenance window (HR> Personnel Action Forms> PAF Template> Labels tab). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the PAF Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
Merge Field Title | Description |
---|---|
License_Number | This is the License Number. LP> Maintenance> License> General tab> License Number field. |
Date_Issued | This is the date that the current license was issued. LP> Maintenance> License> General tab> Issue Date field. |
Expiration_Date | This is the date that the license is set to expire. LP> Maintenance> License> General tab> Expiration Date field. |
Do_Not_Renew | This field will display TRUE if the Do not renew toggle is checked on the license. LP> Maintenance> License> General tab> Do not renew toggle. |
Cust_No | This is the customer number attached to the license. LP> Maintenance> License> General tab> Customer Number field. |
Printed | This field will display TRUE if the license has been printed from the LP Licensing window (CR> Cash Receipts> Enter Receipts> Create> LP Licensing icon). |
Date_Printed | This is the date that the license was printed. LP> Maintenance> License> General tab> Print Date field. |
Selected_To_Print | This field will display TRUE if the license has been saved as part of an open Cash Receipts batch and the license form is toggled to print on the LP Licensing window (CR> Cash Receipts> Enter Receipts> Create> LP Licensing icon> Forms section> Print toggle). |
First_Issue_Date | This is the date that the license was originally issued prior to renewal. |
Lot_No | This is the lot number attached to the license. LP> Maintenance> License> General tab> Lot Number field. |
Renewed | This field will display TRUE if the license has been renewed. |
Send_Letters | This field will display TRUE if the Notification toggle is checked on the license. LP> Maintenance> License> General tab> Notification toggle. |
Application_Date | This is the date that the license was applied for. LP> Maintenance> License> General tab> Application Date field. |
License_Status |
This is the current status of the license. LP> Maintenance> License> General tab> License Status field. Be aware that if the Word merge form is being used in the Letters process, and the batch is set up to change the license status on commit, the license status displayed on the form letter will not be the same as the updated license status after the Letters batch is committed. |
License_Type | This is the license type selected when the license was created. LP> Maintenance> License> General tab> License Type field. |
License_Type_Description | This is the description for the License Type on the specific license. LP> Maintenance> License Type> General tab> Description field. |
Category | This is the category that was selected when the license was created. LP> Maintenance> License> General tab> Category field. |
Balance | This is the current license balance. LP> Maintenance> License> General tab> License Balance field. |
Barcode_Current_Charges | This will insert a barcode representing the current amount being charged when the account is included in the LP Adjustments, Past Dues or Renewals processes. If more than one charge is on the license, these charges will be aggregated. If a negative adjustment is being made on the account, the charge amount will be set to zero. |
Barcode_Open_Renewal | This will insert a barcode that, when scanned in the Cash Receipts process, will launch the Renew Licensing form for the selected LP Account. |
Current_Charges | This is the current amount being charged when the account is included in the LP Adjustments, Past Dues or Renewals processes. If more than one charge is on the license, these charges will be aggregated. If a negative adjustment is being made on the account, the charge amount will be set to zero. |
License_No_Prefix |
The license prefix is the first few characters of the license number. This is established when setting up the LP module. LP> Utilities> Setup> Business/Pet/Vehicle Prefix field. In order to use license prefixes, the license must be set up for automatic numbering. |
License_No_Count |
The license number count is individual license number that follows the license prefix. The digit length of this number is established when setting up the LP module. LP> Utilities> Setup> Business/Pet/Vehicle Digits field. In order to use license digits, the license must be set up for automatic numbering. Each newly created license will be assigned the next available number. |
Business_No | This is the business number attached to the license. LP> Maintenance> License> General tab> Business Number field. |
Application_No | This is the customer number assigned to the license when the license application was completed. LP> Maintenance> License> General tab> Application Number field. |
Start_Date | This is This is the date that the license officially started. LP> Maintenance> License> General tab> Start Date field. |
Doing_Business_As | This is the name of the business as specified when the license was created. LP> Maintenance> License> General tab> Doing Business As field. |
Vehicle_xxxxx | These fields are used to record information specific to Vehicle type licenses. |
Pet_xxxxx | These fields are used to record information specific to Pet type licenses. |
Misc_Char_1 through Misc_Char_10 Misc_Dec_1 through Misc_Dec_8 Misc_Date_1 through Misc_Date_4 Misc_Log_1 through Misc_Log_4 |
These fields are the License Maintenance user-defined fields. LP> Maintenance> License> Miscellaneous tab. Miscellaneous fields set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the License Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
Last_Date, Last_Time, Last_User, and Last_Func | These fields display information regarding the last change made to the license record. They will provide the date, the time (in seconds), the user logged in at the time of the changes, and the last table that was edited. |
Web_Registration_Key | This is the registration key assigned to a license if that license is set up for the Business Licensing or Business Licensing and Tax online applications. LP> Maintenance> License> General tab> Web Registration Key field. |
LP_Temp_Merge_ID | This is a temporary number assigned sequentially to each of the letters included in the batch. The first number in this sequence will be reset to 000000001 for each new batch. |
Fees_BatchCurrentCharges_xxx | This is the collection of fees that are in the current batch. |
License_FeeTotal | This is the total amount of all the fees in the fee collection. |
Contacts_SectonStart Contacts_SectionEnd |
The beginning and end fields used to set up a contacts section for displaying Contacts_xxx data from the Contacts tab of the License Maintenance window. |
Pet_Collection_Begin Pet_Collection_End |
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Pet_Name Pet_Breed Pet_Color Pet_Tag Pet_Sex Expiration_Date |
Pet-specific details for the pet license, including tag number, tag expiration date, and pet identification characteristics. |
Merge Field Title | Description |
---|---|
Total_Balance | This is the total balance due amount. This amount consists of the committed balance on the ticket plus any uncommitted transaction amount. PT> Maintenance> Parking Ticket> General tab> Balance field. |
Penalties |
This is the penalty amount and will differ by PT process: Past Dues: Penalties = Total_Balance Collections: Penalties = Total_Balance - Ticket_Balance Excessive Tickets: Penalties = 0 |
Ticket_Balance | This is the current balance due on the parking ticket. PT> Maintenance> Parking Ticket> General tab> Balance field. |
Ticket_Citation_Number |
This is the citation number assigned to the parking ticket when it is issued. PT> Maintenance> Parking Ticket> General tab> Citation Number field. |
Ticket_Citation_Date Ticket_Citation_Time |
This is the date and time recorded on the parking ticket when it was issued. PT> Maintenance> Parking Ticket> General tab> Citation Date and Citation Time fields. |
Ticket_Comment_Text | This is the comment recorded on the parking ticket. This merge field will display up to 512 alphanumeric characters. PT> Maintenance> Parking Ticket> General tab> Comments field. |
Ticket_Court_Date Ticket_Court_Time |
This is the court date and time specified on the parking ticket. PT> Maintenance> Parking Ticket> General tab> Court Date and Court Time fields. |
Ticket_Cust_No | This is the existing Springbrook customer number associated with the person cited in the parking ticket. PT> Maintenance> Parking Ticket> Person tab> Customer Number field. |
Ticket_Entry_Date |
This is the date that the parking ticket was created in Springbrook. This date is not editable and will display as the ISSUED line item in the Status Change History field. PT> Maintenance> Parking Ticket> General tab> Status Change History field> Date column. |
Ticket_Excessive_Tickets |
This field will display TRUE if the parking ticket is flagged for an Excessive Tickets batch. PT> Maintenance> Parking Ticket> General tab> Excessive tickets toggle. |
Ticket_Excessive_Tickets_Date | This is the date specified as the excessive tickets date on the parking ticket. This field will only be enabled and display a date if the Excessive tickets toggle is checked. PT> Maintenance> Parking Ticket> General tab> Excess Date field. |
Ticket_Location | This is the location in which the parking ticket was issued. PT> Maintenance> Parking Ticket> General tab> Location field. |
Ticket_Misc_Char_1 through Ticket_Misc_Char_8 Ticket_Misc_Dec_1 through Ticket_Misc_Dec_8 Ticket_Misc_Date_1 through Ticket_Misc_Date_4 Ticket_Misc_Log_1 through Ticket_Misc_Log_4 |
These fields are the Parking Ticket Maintenance user-defined fields. PT> Maintenance> Parking Ticket> Miscellaneous tab. Miscellaneous fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the License Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
Ticket_Officer_Person_No | This is the officer that issued the parking ticket. PT> Maintenance> Parking Ticket> General tab> Officer Number field. |
Ticket_Person_No |
This is the person the parking ticket was issue to. PT> Maintenance> Parking Ticket> Person tab> Person Number field. |
Ticket_Ticket_Status | This is the current status attached to the parking ticket. PT> Maintenance> Parking Ticket> General tab> Status field. |
Ticket_Vehicle_No | This is the user-defined vehicle number that was issue the parking ticket. This record contains all of the vehicle details that will display below. PT> Maintenance> Parking Ticket> General tab> Vehicle Number field. |
Ticket_Vehicle_Sold | This field will display TRUE if the vehicle the parking ticket was issue to is flagged as sold. PT> Maintenance> Parking Ticket> General tab> Sold toggle. |
PT_Temp_Merge_ID | This is a temporary number assigned sequentially to each of the letters included in the batch. The first number in this sequence will be reset to 000000001 for each new batch. |
V_Make V_Model V_Tag_Expiration V_Tag_No V_Tag_State V_Type V_Vehicle_Color V_Vehicle_No V_VIN V_Year |
These are the read-only vehicle detail fields that populate the General tab of the Parking Ticket Maintenance window. These details are determined by the vehicle selected in the Vehicle Number field. |
Fees_SectionStart Fees_SectionEnd |
These fields are used to start and end the form section that displays fees data. These fields are required when using the fees fields listed below. |
Fees_Amount Fees_Balance Fees_Code Fees_Description Fees_FixedAmount Fees_FormTemplateID Fees_FeeType |
These fields display the fee details for each fee included in the form. PT> Maintenance> Fee. |
OF_xxxxx |
These fields display the details associated with the officer that issued the parking ticket. The officer is attached to the parking ticket on the Parking Ticket Maintenance window (PT> Maintenance> Parking Ticket> General tab> Officer Number field. Officer details are specified on the Officer Maintenance window (PT> Maintenance> Officer). |
P_xxxxx |
These fields display the details associated with the person that was issued the parking ticket. The person is attached to the parking ticket on the Parking Ticket Maintenance window (PT> Maintenance> Parking Ticket> Person tab> Person Number field. Person details are specified on the Person Maintenance window (PT> Maintenance> Person). |
C_xxxxx |
These fields display the details associated with the Springbrook customer that was issued the parking ticket. The customer is attached to the parking ticket on the Parking Ticket Maintenance window (PT> Maintenance> Parking Ticket> Person tab> Customer Number field. Customer details are specified on the Customer Maintenance window (SS> Maintenance> Customer). |
Merge Field Title | Description |
---|---|
SA_Master_ID | This is the master ID number that the system assigned to the assessment. This merge field should not be used in a form letter as it does not provide any meaningful information. |
Assessment_No | This is the number automatically assigned to the assessment when it is created. SS> Maintenance> Assessment> General tab> Assessment field. |
Assessment_No_Prefix |
This is the user-defined prefix to the assessment number. The prefix is set up on the assessment type attached to the assessment. SA> Maintenance> Assessment Type> General tab> Assessment Prefix field. |
Assessment_Date | This is the date specified on the assessment. Usually this is the date that the assessment was created. SA> Maintenance> Assessment> General tab> Assessment Date field. |
Assessment_Type |
This is the assessment type attached to the assessment when it was created. Assessment types are used as templates meant to reduce data entry. SA> Maintenance> Assessment> General tab> Assessment Type field. |
Description | This is the description attached to the assessment. SA> Maintenance> Assessment> General tab> Assessment Description field. |
Assessment_Status |
This is the user-defined status that the assessment is currently associated with. SA> Maintenance> Assessment> General tab> Assessment Status field. Be aware that if the Word merge form is being used in the Letters process, and the batch is set up to change the assessment status on commit, the assessment status displayed on the form letter will not be the same as the updated assessment status after the Letters batch is committed. |
Cust_No | This is the customer number attached to the license. SA> Maintenance> Assessment> General tab> Customer Number field. |
Lot_No | This is the lot number attached to the assessment. SA> Maintenance> Assessment> General tab> Lot Number field. |
Cycle_Code | This is the billing cycle that the assessment is included in. SA> Maintenance> Assessment> General tab> Billing Cycle field. |
Bill_Method | This is the billing method assigned to the assessment. SA> Maintenance> Assessment> General tab> Bill Method field. |
Assessment_Term | This is the term of the assessment specified when the assessment was created. This value is in months. SA> Maintenance> Assessment> General tab> Term (Months) field. |
Principal_Fee_Code | This is the principal fee code specified on the assessment. SA> Maintenance> Assessment> General tab> Principal Fee Code field. |
Original_Principal | This is original total principal value of the assessment. SA> Maintenance> Assessment> General tab> Original Principal field. |
Principal_Balance | This is the current outstanding principal value of the assessment. SA> Maintenance> Assessment> General tab> Principal Balance field. |
Interest_Fee_Code | This is the interest fee code specified on the assessment. SA> Maintenance> Assessment> General tab> Interest Fee Code field. |
Interest_Rate |
This is the interest rate specified when the assessment was created. SA> Maintenance> Assessment> General tab> Interest Rate field. This number is stated as a whole number percentage. For example, 7.5% would be displayed as 7.5000, NOT 0.0750. |
Interest_Begin_Date | This is the date that interest first began to accrue on the assessment. SA> Maintenance> Assessment> General tab> Interest Begin Date field. |
Grace_Period_Days | This is the number of days after the Interest Begin Date that interest will not be charged. SA> Maintenance> Assessment> General tab> Grace Period (Days) field. |
Last_Interest_Date | This is the last date that interest was calculated and billed on the assessment. SA> Maintenance> Assessment> General tab> Last Interest Date field. |
Bill_Amount | This is the amount due in each billing cycle. SA> Maintenance> Assessment> General tab> Bill Amount field if Fixed Bill is the specified billing method or Fixed Principal field if Fixed Principal is the specified billing method. |
Notification | This field will display TRUE if the Notification toggle is checked on the assessment. SA> Maintenance> Assessment> General tab> Notification toggle. |
Misc_Char_1 through Misc_Char_8 Misc_Dec_1 through Misc_Dec_8 Misc_Date_1 through Misc_Date_4 Misc_Log_1 through Misc_Log_4 |
These fields are the License Maintenance user-defined fields. SA> Maintenance> Assessment> Miscellaneous tab. Miscellaneous fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the License Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
Last_Date, Last_Time, Last_User, and Last_Func | These fields display information regarding the last change made to the assessment record. They will provide the date, the time (in seconds), the user logged in at the time of the changes, and the last table that was edited. |
SA_Temp_Merge_ID | This is a temporary number assigned sequentially to each of the letters included in the batch. The first number in this sequence will be reset to 000000001 for each new batch. |
Merge Field Title | Description |
---|---|
Cust_No | This is the customer number attached to the account. UB> Maintenance> Account> People tab> Customer Number field. |
Reference_No |
This is the user-defined reference number associated with the account. UB> Maintenance> Account> Account tab> Reference Number field. |
Lot_No | This is the lot number attached to the account. UB> Maintenance> Account> Lot tab> Lot Number field. |
Connect_Date Final_Date |
These are the dates when the account is initially connected and when the account is finaled. UB> Maintenance> Account> Account tab> Connect Date and Final Date fields. The Connect Date field will be populated when the account is created through the New Account Wizard. The Final Date field will be populated when the account is finaled through the Final Account Wizard. |
Billing_Cycle | This is the billing cycle that the account is included in. UB> Maintenance> Account> Account tab> Billing Cycle field. |
Acct_Status |
This is the status of the account. UB> Maintenance> Account> Account tab> Account Status drop-down menu. |
Description | This is the description attached to the account. UB> Maintenance> Account> Account tab> Description field. |
Last_Bill_Date Last_Bill_Time |
These fields are the date and time that the last billing for the account was posted in Springbrook. UB> Maintenance> Account> History tab> Post Date/Time column. The Time field will display the time in seconds. |
Master_Acct |
This field will display TRUE if there is a master account associated with the lot on the UB account. UB> Maintenance> Account> Lot tab> Master Account field. |
Hold_Status | This is the account's current hold status and is used to prevent the account from being included in various processes. UB> Maintenance> Account> Account tab> Hold Status drop-down menu. |
Addr_1 Addr_2 Addr_3 City State Zip |
These are the alternative address fields associated with the account. UB> Maintenance> Account> People tab> Alt Address sub-tab> Address, City, State and Zip Code fields. This address will be used when statements associated with the account are generated. |
Vacation_Beg_Date Vacation_End_Date |
These are the vacation begin and end dates used to put the account into vacation status. UB> Maintenance> Account> Account tab> Vacation Begin and Vacation End fields. |
Balance_Fwd Current_Billing Ending_Balance |
These fields display the total amounts associated with balances and billings on the account. UB> Maintenance> Account> Overview tab> Account Balance data grid. |
Bill_This_Period Adj_This_Period Pmt_This_Period |
These fields display the total amounts associated with billings, adjustments and payments for the current period on the account. UB> Maintenance> Account> Overview tab> Account Balance data grid. |
Serv_1_Bal through Serv_20_Bal |
These fields display the balance for each service attached to the account. UB> Maintenance> Account> Overview tab> Account Balance data grid. |
Misc_1 through Misc_9
|
These fields are the Account Maintenance user-defined fields. UB> Maintenance> Account> Account tab> Miscellaneous Fields. Miscellaneous fields 1-3 are character fields, 4-5 are date fields, 6-7 are decimal fields, and 8-9 are logical fields. Miscellaneous fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Because the field labels are user-defined, they may differ from the default. The Character, Date and Decimal merge fields will display the contents of the fields on the License Maintenance window. The Logical fields will display TRUE if they are toggled and FALSE if not. |
UB_Temp_Merge_ID | This is a temporary number assigned sequentially to each of the letters included in the batch. The first number in this sequence will be reset to 000000001 for each new batch. |