Customer/CSI/Unit Commissioning.CSICategory

XML Element

<CSICategory>

<CategoryData>

<CategoryID />

<CategoryName />

</CategoryData>

<Companies>

<Company>

<CompanyID />

<CompanyName />

</Company>

</Companies>

<Customers>

<Customer>

<CustomerID />

<FirstName />

<LastName />

<Email />

</Customer>

</Customers>

</CSICategory>

Description

• The CategoryData element is required.
  • If the CategoryID element value matches an existing category that category will be used.
  • If the CategoryID element is not present, the CategoryName element value will be used to match an existing category.
  • If neither value matches an existing category the category will not be inserted.

Categories:
CategoryID        CategoryName                                    Category Type
  5                  Customer                                         Customer
  6                  Owner                                            Company
  7                  Contact                                          Customer
  9                  Authorized Service Provider (ASP)                Company 
  10                 ASP Field Technician                             Customer
  11                 Service Manager                                  Customer
  12                 Alternate Lead                                   Customer 
  13                 External User                                    Customer
  14                 Distributor                                      Company
  16                 Course Instructor                                Customer

• The Customers or Companies element is required depending on the the Category Type. Refer to the table above.
• The Company element must contain a CompanyName element whose value matches an existing

 company.

• The Customer element must contain a valid customer. The FirstName and LastName elements are

 required and the optional Email element must match an existing Customer.