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:

 

Mailer merge fields (MLR_xxxxx)  

 

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.

 

Customer merge fields (C_xxxxx)  

 

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.

 

Lot merge fields (L_xxxxx)  

 

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).

 

Owner merge fields (O_xxxxx)  

 

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:

 

Building Permits merge fields (B_xxxxx)  

 

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.

 

Business Tax merge fields (B_xxxxx)  

 

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.

 

Code and Contact Management merge fields  

 

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.

 

Human Resources merge fields  

 

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.

 

License and Permits merge fields  

 

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

 

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.

 

Parking Tickets merge fields  

 

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).

 

Special Assessments merge fields  

 

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.

 

Utility Billing merge fields  

 

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.