Combining Multiple Fields to Create the Client Account Number

Client Account Number:

1. If the client account number is combined into one field, use the Field 1 field for mapping.
2. If you need to create unique client account numbers and/or add separators to the client account number, this can be done:

• The fields: Field 1 __ S _ Field 2 __ S _ Field 3 __ allows you to concatenate up to 3 fields together and add a separator(S) to the final client account number.
• The fields associated with Client Acct# Date Conversion: Allows you to use date fields from the file within the client account number.

Example:

Your client wants you to use the debtors SS# (field #2-251835684) and the date of service (field #3-2010/01/13) to create the client account number, in that order, separated by a dash.

You would first set the Client Acct# Date Conversion:

Field 2 File Format CYMD = how it appears in file

Sep / = how it appears in file

Account format MDCY = how you want it to appear on the account

Then set up the fields:

Field 1 02 = enter the SS# file field number

S _ = enter a – (dash)

Field 2 03 = enter the date file field number

Account number will appear as: 251835684-01132010

 

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