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About iMIS IDs

iMIS uses the ID internally to store and access customer records. For this reason, you can never change the ID that you assign to a newly entered customer.

Most users should allow iMIS to assign IDs to new customers code for the following reasons:

To facilitate statistical reporting on your organization's customer activity, iMIS automatically tracks a customer's overall status (Name.MEMBER_STATUS) based on status-relevant events: customer type changes, status field changes, and billing payments. These changes are stored with the effective date of the change.

Source Codes

Certain income-oriented data entry processes throughout iMIS let you enter a source code for each transaction. This source code, retained in the activity records generated from the transaction, lets you track the campaign or other source that motivated the purchase which can then be used for analysis or searches. Although the Source Code is a data entry field in all appropriate transaction entry windows, users do not have to enter a source code unless you enable this option.

Note: To use this feature, you need to establish a table of valid source codes. See the iMIS System Reference for additional information

Customer Status

By default, iMIS automatically updates Name.MEMBER_STATUS_DATE to the current system date (or the dues payment's transaction date) for status changes (except when you enter a JOIN_DATE for a new record, in which case the JOIN_DATE is used).

If you select the Prompt for Status Date option, iMIS will prompt you to accept or override the default effective date for the change. The prompt will only occur if you change the status from an active status (status = A or begins with A) to an inactive status (S, I, D or statuses that begin with S, I, or D) and vice versa. A user-defined status that does not begin with those letters may not work with this feature. Most users do not need to manually control these dates, so they should not enable this setup option.

ID Checksum digits

Checksum digits give IDs a more unique value than simple sequentially assigned numbers. The checksum is not a random number, it is derived from the ID using a specific set of algorithms. The check digit calculation used to derive a checksum is the standard Mod 11 check digit algorithm.

See Also

Setting Basic Customer Options

Customer Setup - Basic Options window

Preferred Sort Order Options

To set basic customer options


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