Understanding the Omni-Gen™ Customer Data Model

Customer

The Customer subject identifies basic master data about customers, such as name, date of birth, and tax identification number (TIN) / Social Security Number (SSN).

The data on the SalesOrder and SalesOrderLine can be used as the basis for calculating metrics for year to date comparisons between perfect order, on-time delivery, and fill rate percentages. Selected demographics from the CustDemographics subject can also be used to further enrich the calculation and metrics, such as sales by product group by ethnicity, returns by age generation, or product group upsell by marital status.

Customer subject attributes include:

Name	Data Type	Reference Table	Description
active_status	String		A Y/N indicator identifying whether the customer is active.
legal_name	String		The legal name used by a customer.
dba_name	String		The doing business as name used by a customer.
first_name	String		The first name for a customer.
middle_name	String		The middle name for a customer.
last_name	String		The last name for a customer.
display_name	String		The textual name that appears for a customer.
company_name	String		The company name used by a customer.
tax_id	String		The tax identification number for a customer.
tax_exempt_num	String		The tax exemption number for a customer.
soc_sec_num	String		The social security number for a customer.
date_of_birth	Date		The date of birth for a customer.
prim_sales_org	Identifier	SalesOrg	The primary sales organization assigned to a customer.
lead_source_txt	String		The original source of information on a customer.
priority_group	Reference	Customer Priority Types	The priority of a customer. For example, customers in a high priority may have their orders expedited ahead of other lower priority customers.
primary_geo_area	Reference	Geographic Area Types	The primary geographic area (for example, region, branch, store, or sales region) assigned to a customer.
credit_rating	Reference	Credit Rating Types	The overall credit rating assigned to a customer.

Address

The Address subject identifies address data including address type, time zone and geographic area. The geographic area can represent a company's division, branch, department, or other geographical grouping used for reporting purposes.

Address subject attributes include:

Name	Data Type	Reference Table	Description
address_type	Reference	Address Type	The primary type of use for an address such as corporate, sold to, ship to, or bill to.
primary_ind	String		A Y/N indicator identifying the primary address for the customer.
address_status	Reference	Address Status	The current status for an address.
attn_to_contact	String		The contact name to include in the Attention To portion of the address.
street_address1	String		The first line of the street, house, building, or parcel portion of an address.
street_address2	String		The second line of the street, house, building, or parcel portion of an address.
city	String		The city portion of an address.
state_territory	String		The state or territory portion of an address.
county	String		The county portion of an address.
country	String		The country portion of the address.
postal_code	String		The zip or postal code portion of an address.
time_zone	String		The time zone in which the address is located.
address_geo_area	Reference	Geographic Area Types	The geographic area (for example, branch, store, region, or sales area) associated to an address.
latitude	Float		The geospatial latitude for an address.
longitude	Float		The geospatial longitude for an address.

SalesOrder

The SalesOrder subject identifies general master data about the sales order, such as the ordering customer, sales order date, and order priority. Several attributes are available for comparative reporting such as requested ship to address, ship date, or ordered quantity compared to the actual ship date, ship to address, or shipped quantities. Metrics can be computed with the available data on this subject and the SalesOrderLine subject, such as for the order fill or return rates.

SalesOrder subject attributes include:

Name	Data Type	Reference Table	Description
ord_cust_id	Identifier	Customer	The unique identifier for the ordering customer on the sales order.
sales_order_dt	Date		The date the sales order was placed.
sales_order_type	Reference	Order Types	The type of sales order, such as blanket, standing, or standard.
req_st_street	String		The customer requested ship to street address.
req_st_city	String		The customer requested ship to city.
req_st state	String		The customer requested ship to state/territory.
req_st_zip	String		The customer requested ship to zip/postal code.
req_st_country	String		The customer requested ship to country.
act_st_street	String		The actual ship to street address used for shipment of goods from a sales order.
act_st_city	String		The actual ship to city used for shipment of goods from a sales order.
act_st_state	String		The actual ship to state/territory used for shipment of goods from a sales order.
act_st_zip	String		The actual ship to zip/postal code used for shipment of goods from a sales order.
act_st_country	String		The actual ship to country used for shipment of goods from a sales order.
req_ship_dt	Date		The requested ship date of a customer.
cmt_ship_dt	Date		The ship date committed to by the sales order goods provider.
act_ship_dt	Date		The actual date that goods shipped for the sales order.
req_delivery_dt	Date		The requested delivery date of the customer.
cmt_delivery_dt	Date		The committed delivery date for a sales order.
act_delivery_dt	Date		The actual delivery date for the sales order.
order_priority	Reference	Order Priority Types	The priority set to an order such as Top 10, Expedite, Normal, or Low.
order_status	Reference	Order Status	The status of the sales order. For example, it may be partially shipped and still have a few line items in backorder.
sold_sales_org	Identifier	SalesOrg	The sales organization that will receive credit for the sales order.

SalesOrderLine

The SalesOrderLine subject identifies general data about the lines on a sales order, such as item quantity. Several attributes are available for comparative reporting, such as requested item, quantities, or delivery dates compared to the actual delivered item, quantities, or delivery date. Metrics can be computed with the available data on this subject and the SalesOrderLine subject, such as for the sales order line fill or return rates.

SalesOrderLine subject attributes include:

Name	Data Type	Reference Table	Description
requested_item_id	Identifier	Item	The product requested on a sales order line.
requested_item_qty	Integer		The requested quantity of a product.
committed_item_id	Identifier	Item	The product committed to be provided for a sales order line. This can differ from the requested product.
committed_item_qty	Integer		The committed quantity of a product.
requested_delivery_dt	Date		The date requested for delivery.
committed_delivery_dt	Date		The committed date for delivery.
actual_delivery_dt	Date		The actual date of the delivery.
delivered_item_id	Identifier	Item	The product actually delivered on a sales order line. This can differ from the committed product.
delivered_item_qty	Integer		The delivered quantity of a product.
returned_item_id	Identifier	Item	Any returned product applied against this line item. Dependent on the return process, this product may differ from the delivered product.
returned_item_qty	Integer		The returned quantity of a product.
sales_order_ln_uom	Reference	Unit of Measure	The unit of measure for quantities on the sales order line.
unit_pri_amt	Float		The unit price expected for the requested product.
invoiced_unit_pri_amt	Float		The invoiced unit price amount.
paid_unit_amt	Float		The amount actually paid per unit for an item.
r_sales_org_id	Identifier	SalesOrg	The sales organization responsible for the sales order line.
sales_order_ln_dt	Date		The creation date for a sales order line.
order_ln_status	Reference	Order Line Status	The status of the sales order line such as pending, partially shipped, backorder or closed.

Phone

The Phone subject identifies the phone numbers for the customer such as home, office, FAX or mobile.

Phone attributes include:

Name	Data Type	Reference Table	Description
primary_ind	Boolean		A Y/N flag indicating if this is the primary phone number for a customer.
active_ind	Boolean		A Y/N flag identifying whether a phone number is active.
phoneType	Reference	Phone Types	The phone type code for a phone such as home, office, or FAX.
phone_number	String		The set of digits that represents the phone number of the customer.
extension	String		Any appropriate extension for a phone number.
comm_status	Reference	Communication Status	This is the status of the phone number such as unconfirmed, invalid, opt-in, opt-out or unsubscribe.

Email

The Email subject identifies the email address for a customer, such as personal or business.

Email attributes include:

Name	Data Type	Reference Table	Description
primary_ind	Boolean		A Y/N indicator used for identifying the primary email for a customer.
email_type	Reference	Email Types	The email address type for the email of a party, such as home, office, or personal.
email_address	String		The value for the email address of a party.
comm_status	Reference	Communication Status	A Y/N flag indicating is this is the primary email address for a customer.

Account

The Account subject identifies the accounts related to a customer.

Account attributes include:

Name	Data Type	Reference Table	Description
account_type	Reference	Account Type	The type of account such as customer or vendor.
account_name	String		The name of an account.
account_open_dt	Date		The date on which the account was opened.
account_close_dt	Date		The date on which the account was closed.
credit_limit	Float		The monetary credit limit for a given account.
credit_rating	Reference	Credit Rating Types	The credit rating assigned to a given account.
credit_terms	String		The credit terms assigned to a given account such as Net 60, COD, Prepaid, or 2/10 Net 30.
account_renew_dt	Date		The next renewal date for an account.

AccountTeam

The AccountTeam subject identifies the names of the team assigned to a customer.

AccountTeam subject attributes include:

Name	Data Type	Description
current_ind	String	A Y/N indicator identifying whether the account team is the most current.
credit_rep	String	The name of the assigned credit manager.
direct_sales_rep	String	The name of the assigned direct sales representative.
acct_executive	String	The name of the assigned account executive or manager.
acct_team_start_dt	Date	The start date for the account team assignment.
acct_team_end_dt	Date	The end date for the account team assignment.

Contact

The Contact subject identifies the contacts related to a customer.

Contact subject attributes include:

Name	Data Type	Reference Table	Description
primary_ind	String		A Y/N indicator identifying whether this is the primary contact for a customer.
contact_type	Reference	Contact Types	The primary type assigned to the contact such as buyer, accounts receivable, or delivery receipt.
title	String		The title for the contact such as Dr., Mr., or Mrs.
first_name	String		The first name of the contact.
middle_name	String		The middle name of the contact.
last_name	String		The last name of the contact.
full_name	String		The full name of the contact. Usually including the first, middle, and last names.

CustDemographics

The CustDemographics subject identifies demographics assigned to a customer.

CustDemographics subject attributes include:

Name	Data Type	Reference Table	Description
current_ind	Boolean		A Y/N indicator identifying whether the customer demographics are currently in effect.
gender	Reference	Gender Types	The gender for a customer.
ethnicity	Reference	Ethnicity Types	The ethnicity for a customer.
age_generation	Reference	Age Generation	The age generation for a customer such as Greatest Generation or Baby Boomer.
marital_status	Reference	Marital Status Types	The marital status for a customer.
employment_status	Reference	Employment Status Types	The employment status for a customer.
cust_demo_eff_dt	Date		The effective date for a set of customer demographics.

Item

The Item subject identifies information pertaining to product, services, or equipment.

Item subject attributes include:

Name	Data Type	Reference Table	Description
item_name	Boolean		The commonly used name for an item.
item_short_desc	String		The short textual description for an item.
item_long_desc	String		The long textual description for an item.
key_item_ind	String		A Y/N flag identifying whether a product is included in the major products tracked by the company.
item_base_uom	Reference	Unit of Measure	The standard/base unit of measure for an item.
item_base_price	Float		The base price for a base unit of measure for an item.
item_sku	String		The stock keeping unit for an item.
item_barcode	String		The bar code for an item.
item_gtin	String		The global trade item number for an item.
item_eff_dt	Date		The effective date for an item.
item_eol_dt	Date		The end of life date for an item.
item_base_cost	Float		The base cost amount for an item.

SalesOrg

The SalesOrg subject identifies the sales organization of the enterprise.

SalesOrg subject attributes include:

Name	Data Type	Reference Table	Description
sales_org_name	String		The textual name for a sales organization.
sales_org_desc	String		The textual description for a sales organization.
sales_org_start_dt	Date		The start date for a sales organization.
sales_org_end_dt	String		The end date for a sales organization.
primary_geo_area	Reference	Geographic Area Types	The primary geographic area assigned to a sales organization.

Reference Tables

Omni-Gen™ for Customer also includes the following reference tables.

These reference tables contain the acceptable list of values for the codes that appear on the Customer and SalesOrder tables.

Account Type. Identifies the possible types of accounts, such as customer or vendor.
Address Status. Identifies the possible status for an address, such as pending, active, or expired.
Address Types. Identifies the acceptable values for the customer's address type, such as sold to, ship to, bill to, and corporate.
Age Generation. Identifies the acceptable values for the customer's generation as derived from their data of birth, such as Greatest, Silent, Baby Boomer, Gen X, Gen Y, or Gen Z generations.
Communication Status. Identifies the status for a given email or phone number, such as unconfirmed, opt-in, opt-out, or unsubscribed.
Contact Types. Identifies the primary type for a contact, such as buyer, planner, account payable, or delivery receipt.
Credit Rating Types. Identifies the acceptable values for the customer's credit rating, such as Prime, High, Speculative, Default Imminent, or In Default.
Customer Priority Types. Identifies the acceptable values for the customer's assigned priority, such as Top 10, High, Medium, Normal, or Low.
Email Types. Identifies the acceptable values for the customer's email address, such a home, office, or personal.
Employment Status Types. Identifies the acceptable values for the customer's employment status, such as Full time, Part time, Unemployed, or Retired.
Ethnicity Types. Identifies the acceptable values for the customer's ethnicity, such as Asian, Black/African American, Caucasian, Hispanic, or American Indian.
Geographic Area Types. Identifies the acceptable values for the customer's geographic area or region as derived from their address, such as the Southern, Western, Eastern, or Northern.
Gender Types. Identifies the acceptable values for the customer's gender, such as Male, Female, Non-binary, or Other.
Marital Status Types. Identifies the acceptable values for the customer's marital status, such as Never married, Married, Divorced, Separated, Domestic Partner, or Widowed.
Order Priority Types. Identifies the acceptable values for the customer's order priority, such as Top 10, Customer Expedited, High, Standard, or Low.
Order Line Status. Identifies the possible status for a line item on a sales or vendor purchase order.
Order Status. Identifies the possible status for a sales or vendor purchase order.
Order Types. Identifies the possible types of sales orders, such as blanket or standing.
Phone Types. Identifies the acceptable values for the customer's phone number, such a home, office, FAX, or mobile.
Unit of Measure. Identifies the available units of measure for quantities of an item.