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Tag Index .doc

Below are the available tags for creating your custom templates. You may use any tag listed below for Microsoft Word documents. Table tags (such as INVENTORY_TABLE) can be used for all formats except Active-e Phone Notify and HTML Email.

Except when creating HTML email, you must add two left angle brackets (<<) before the tag and two right angle brackets (>>) after the tag, or field name. For example, <<CUS_NAME>>. The << and >> have been omitted from the tables for ease of use. For HTML email, replace the left and right angle brackets with two left or right braces, {{ and }}. For example, {{CUS_NAME}}.

Once you have created your templates in Microsoft Word, add them to AIMsi on the Add/Change Word Template Locations window.

General use tags

Field Name	Description
ALL_SIGNATURE	Electronic Signature If your transaction has an associated electronic signature the signature will print. Insert a temporary image into your Microsoft Word document. Right-click the image and select Format Picture. Type <<ALL_SIGNATURE>> on the Alt Text tab. When the document prints, your temporary image is replaced with the customer signature.
TODAY	Today's Date
WRK_ADDR1	Address Line 1
WRK_ADDR2	Address Line 2
WRK_CITY	City
WRK_COUNTRY	Country
WRK_LOCNAME	Store Location Description
WRK_NAME	Workstation's Name
WRK_PHONE1	Phone Number 1
WRK_PHONE2	Phone Number 2
WRK_ST	State
WRK_ZIP	ZIP Code/Postal Code

Appraisal tags

Field Name	Description
APR_COST	Cost
APR_DESC	Description
APR_FREIGHT	Freight Cost
APR_INVOICENOTES	Invoice Notes
APR_MFG	Manufacturer
APR_MINPRICE	Min Price
APR_MODEL	Model
APR_NOTES	Notes
APR_OURPRICE	Ourprice
APR_PRICEA	Price A
APR_PRICEB	Price B
APR_PRICEC	Price C
APR_RCPTNOTES	Receipt Notes
APR_RETAIL	Retail Price
APR_SERIAL	Serial Number
APR_SKU	SKU Number

Approval tags

Field Name	Description
APP_REF	Reference Number

C2B payment tags

These tags only work if you charge the credit card in AIMsi. If you charge the credit card in the shopping cart, a credit card record is not created in AIMsi and these tags are not used.
Field Name	Description
CPY_AMT	Amount of Charge
CPY_APPROVAL	Approval Code
CPY_EXPIRES	Expiration Date
CPY_LAST4	Last 4 Digits of the Credit Card
CPY_TYPE	Credit Card Type

Consignment tags

Field Name	Description
CON_DATE	Date of Consignment
CON_INVENTORYTABLE	Serial, Description, Sell Price, Payment Amount
CON_INVENTORYTABLECOST	Serial, Description, Payment Amount
CON_REF	Reference Number

Credit check adverse action letter tags

Field Name	Description
CRD_FACTOR1	Reason 1 for Credit Denial
CRD_FACTOR2	Reason 2 for Credit Denial
CRD_FACTOR3	Reason 3 for Credit Denial
CRD_FACTOR4	Reason 4 for Credit Denial

Customer tags

Field Name	Description
CUS_ACCT	Account Number
CUS_ADDR1	Address Line 1
CUS_ADDR2	Address Line 2
CUS_ADDRESS	Formatted Address Block
CUS_ATTN	Attention
CUS_BALANCE	Customer Balance
CUS_BANKNO	Bank Account Number
CUS_BARCODE	Customer Loyalty Number Printed as Barcode You must install barcode font Free3of9 to use this field. You can download the font from Tri-Tech's Downloads page through the Member Portal.
CUS_CCEXP	Credit Card Number 1 Expiration Date
CUS_CCEXP2	Credit Card Number 2 Expiration Date
CUS_CCNO	Masked Credit Card Number 1
CUS_CCNO2	Masked Credit Card Number 2
CUS_CCTYPE	Credit Card Number 1 Type
CUS_CCTYPE2	Credit Card Number 2 Type
CUS_CELLPHONE	Cell Phone Number
CUS_CITY	City
CUS_COUNTRY	Country
CUS_CURR	Customer Current Amount
CUS_DLDOB	Driver's License Date of Birth
CUS_DLEXP	Driver's License Expiration Date
CUS_DLNUMBER	Driver's License Number
CUS_DLST	Driver's License State
CUS_EMAIL	Customer Email Address
CUS_EMPL	Employer
CUS_EXT2	Work Phone Extension
CUS_FNAME	First Name This will attempt to parse just the first name from the full name. Depending on the format of your names, this operation may not correctly identify the first name.
CUS_HMPHONE	Home Phone Number
CUS_IMAGE	Customer Image Insert a temporary image into your Microsoft Word document. Right-click the image and select Format Picture. Type <<CUS_IMAGE>> on the Alt Text tab. When the document prints, your temporary image is replaced with the customer image.
CUS_LNAME	Last Name This will attempt to parse just the last name from the full name. Depending on the format of your names, this operation may not correctly identify the last name.
CUS_LOYALTYDOLLARS	Customer Loyalty Dollars
CUS_MAILMERGE	Customer Mail Merge Notes
CUS_NAME	Name
CUS_NINTY	Customer 90+ Days Late Amount
CUS_POINTS	Customer Loyalty Points
CUS_ROUTNO	Bank Routing Number
CUS_SIXTY	Customer 60-89 Days Late Amount
CUS_SSNO	Social Security Number
CUS_SSNOMASKED	Masked Social Security Number
CUS_ST	State
CUS_THIRTY	Customer 30-59 Days Late Amount
CUS_WKPHONE	Work Phone Number
CUS_ZIP	ZIP Code/Postal Code

Delayed delivery tags

Field Name	Description
DDL_AMTDUE	Amount Due on Delivery
DDL_AMTRECVD	Amount Paid Initially
DDL_INVENTORYTABLE	SKU, Description, Price, Quantity
DDL_ORIGINDATE	Original Date
DDL_PROMISEDATE	Delivery Date
DDL_REF	Reference Number

E Card tags

Field Name	Description
GFT_BALANCE	Card Balance
GFT_BARCODE	Barcode Number
GFT_ORIGAMT	Original Card Amount
GFT_SOLDDATE	Date Card Was Activated

Inventory Hang Tags

To print multiple tags per sheet, you need to repeat each set of Field Names for each hang tag you add to the sheet. Append each Field Name with the next sequential number. For example, if you want to print 4 tags per sheet, and you use the <<SAD_DESC>> tag, you will have <<SAD_DESC1>>, <<SAD_DESC2>>, <<SAD_DESC3>>, and <<SAD_DESC4>>. If you are printing only one tag per sheet, you do not need to append anything to your Field Names. Once your tags are set up, you will also need to indicate the number of tags per sheet on the Add/Change Word Template Locations window.
Field Name	Description
PKH_AMT	Package Amount (Sales/Long-Term Rental)
PKH_DESC	Package Description
PKH_DISC	Package Discount
PKH_OURPRICE	PKH_AMT — PKH_DISC
PKH_SKU	Package SKU
RAT_LTRATE	Long-Term Rental Rate
SAD_CATDESC	Category Description
SAD_DESC	Description
SAD_MFG	Manufacturer
SAD_MODEL	Model
SAD_NOTES	Description Notes
SAD_QRCODE	QR Code with URL Link. URL will be a link to the item on your Active-e website or the override setup on the item. Insert a temporary shape into your Microsoft Word document. Right-click the shape and select Format Shape. Type <<SAD_QRCODE>> on the Alt Text tab. When the document prints, your temporary shape is replaced with the QR code.
SAD_SELCODE	Detail Selection Code
SAD_SUBDESC	Subcategory Description
SAQ_COLOR	Color
SAQ_MINPRICE	Min Price
SAQ_OURPRICE	Ourprice
SAQ_PRICEA	Price A
SAQ_PRICEB	Price B
SAQ_PRICEC	Price C
SAQ_PRICEDIFFPERC	The Percentage Off of Retail Based on Ourprice
SAQ_RETAIL	Retail Price
SAQ_SALEPRICE	Sale Price Uses the first sale price record.
SAQ_SELCODE	Description Selection Code
SAQ_SIZE	Size
SAQ_SKU	SKU
SAQ_SKUBARCODE	Barcode for the SKU. You must install barcode font Free3of9 to use this field. You can download the font from Tri-Tech's Downloads page through the Member Portal.
SAQ_YEAR	Year
SAS_MINPRICE	Serial Min Price
SAS_NOTES	Serial Notes
SAS_OURPRICE	Serial Ourprice
SAS_PRICEA	Serial Price A
SAS_PRICEB	Serial Price B
SAS_PRICEC	Serial Price C
SAS_PRICEDIFFPERC	The Percentage Off of Retail Based on Ourprice (Serial)
SAS_RETAIL	Serial Retail
SAS_SELCODE	Serial Selection Code
SAS_SERIAL	Serial Number
SAS_SERIALBARCODE	Barcode for the serial number. You must install barcode font Free3of9 to use this field. You can download the font from Tri-Tech's Downloads page through the Member Portal.

Layaway tags

Field Name	Description
LWY_INVENTORYTABLE	SKU, Description, Price, Quantity
LWY_ORIGINDATE	Original Date
LWY_PROMISEDATE	Paid-In-Full Date
LWY_REF	Reference Number

Layaway payoff tags

Field Name	Description
LWY_INVENTORYTABLE	SKU, Description, Price, Quantity
LWY_REF	Reference Number

Lesson tags

Field Name	Description
STU_AREA	Area
STU_BALANCE	Student Balance
STU_BDATE	Student Date of Birth
STU_BGNDATE	Begin Date
STU_BGNTIME	Begin Time
STU_CCEXP	Student Credit Card Expiration Date If the student credit card is blank, this will default to the value in CUS_CCEXP from the Customer record.
STU_CCNO	Masked Student Credit Card Number If the student credit card is blank,this will default to the value in CUS_CCNO from the Customer record.
STU_CCTYPE	Student Credit Card Type If the student credit card is blank, this will default to the value in CUS_CCTYPE.
STU_DAY	Day
STU_ENDDATE	End Date
STU_ENDTIME	End Time
STU_FEE	Fee
STU_GROUP	Group
STU_INSTRUCTOR	Instructor Name
STU_INSTRUCTORACCT	Instructor Account Number
STU_LEVEL	Level
STU_ORGANIZATION	Organization
STU_PNBGNTIME	Phone Notify Begin Time Use this instead of STU_BGNTIME if you are setting up a phone notify script.
STU_PNENDTIME	Phone Notify End Time Use this instead of STU_ENDTIME if you are setting up a phone notify script.
STU_RATE	Rate
STU_STUDENT	Student Name
STU_SUB	Student Sub Number
STU_TYPE	Type

Order tags

Field Name	Description
ORD_INVENTORYTABLE	SKU, Description, Quantity, Quantity Received, Quantity on Order
ORD_ORDER	Order Number
ORD_SHIP	Shipping Method
TIC_AMT	Subtotal + Tax1 + Tax2
TIC_DESC	Description of Item on Order
TIC_MODEL	Model of Item on Order
TIC_SDATE	Status Date
TIC_STATUS	Status

Proposal tags

Field Name	Description
PRP_INVENTORYTABLE	SKU, Description, Price, Quantity
PRP_NOTES	Proposal Notes
PRP_REF	Reference Number
PRP_TAX	Tax1 + Tax2
PRP_TOTAL	Proposal Total

Receive purchase tags

Field Name	Description
TCP_ACCT	Customer Account Number
TCP_DATE	Receive Date
TCP_REF	Receive Purchase Reference Code
TCP_STLOC	Store Location

Rental tags

Field Name	Description
INVENTORY_TABLE	SKU, Description (Desc, Model, Mfg), Price, Quantity
RDF_DESC	Rental Default Description
RNT_AFEE	Monthly Lease Fees
RNT_AFEELESSTAX	RNT_AFEE — RNT_TAX
RNT_AMTDUE	Total Rental Due
RNT_AMTDUEPERC	RNT_AMTDUE X Percentage Entered from the Mail/Letters Program
RNT_AMTFIN	Amount Financed
RNT_AUTOPAY	Rental is Set to Autopay (Yes/No)
RNT_BALANCE	Beginning Balance
RNT_CCEXP	Rental Credit Card Expiration Date If the rental credit card is blank, this will default to the value in CUS_CCEXP from the Customer record.
RNT_CCNO	Masked Rental Credit Card Number If the rental credit card is blank, this will default to the value in CUS_CCNO from the Customer record.
RNT_CCTYPE	Rental Credit Card Type If the rental credit card is blank, this will default to the value in CUS_CCTYPE from the Customer record.
RNT_CDATE	Contract Date
RNT_CURRAFEE	Current Lease Fees
RNT_CURRBAL	Current Balance
RNT_CURRMA	Collected Maintenance
RNT_CURRPLUSNEXT	Total Amount Due + One Additional Payment
RNT_CURRPRN	Total Collected Principal
RNT_DAYSLATE	Grace Period
RNT_DEPDISCBAL1	RNT_PAYOFF — RNT_DISCAMT1 — RNT_DEPOSIT
RNT_DEPDISCBAL2	RNT_PAYOFF — RNT_DISCAMT2 — RNT_DEPOSIT
RNT_DEPPAYOFF	RNT_PAYOFF — RNT_DEPOSIT
RNT_DEPOSIT	Deposit Received
RNT_DESC	Description of the Primary Instrument Rented
RNT_DISCAMT1	RNT_DISCPERC1 x RNT_PAYOFF
RNT_DISCAMT2	RNT_DISCPERC2 x RNT_PAYOFF
RNT_DISCBAL1	RNT_PAYOFF — RNT_DISCAMT1
RNT_DISCBAL2	RT_PAYOFF — RNT_DISCAMT2
RNT_DISCPAYOFF	Discounted Payoff
RNT_DISCPERC1	Discount Percentage Based on Payoff
RNT_DISCPERC2	Discount Percentage Based on Payoff
RNT_DOWNPAY	Down Payment
RNT_DPAFEE	Lease Fee Portion of the Down Payment
RNT_DPMAINT	Maintenance Amount from the Down Payment
RNT_DPPRIN	Principal Portion of the Down Payment
RNT_DPPRINPLUSDPAFEE	RNT_DPPRIN + RNTDPAFEE
RNT_DUEDAY	Day of the Month Payment is Due
RNT_EDATE	Warranty Expiration Date
RNT_FDATE	First Payment Due Date
RNT_FINALPAY	Final Payment
RNT_FINCHG	Finance Charge
RNT_INTRATE	Interest Rate
RNT_LANID	Employee Who Entered Contract
RNT_LASTPAID	Amount of Last Payment Made
RNT_LATEFEE	Rental Contract Late Fee
RNT_LDATE	Last Payment Received Date
RNT_LEASEFEELESSTAX	RNT_TAFEELESSTAX + RNT_DPAFEE
RNT_MALESSTAX	RNT_MONMA — RNT_TAX
RNT_MFG	Manufacturer of the Primary Instrument Rented
RNT_MODEL	Model Number of the Primary Instrument Rented
RNT_MONMA	Monthly Maintenance
RNT_NDATE	Next Payment Due Date
RNT_NEWUSED	New/Used Status of the Primary Item on Rent
RNT_NEXTPAYAMT	Next Payment Due Amount Different from RNT_PAYMENT if a partial payment has been made.
RNT_NOTES	Rental Contract Notes
RNT_NUMLATE	Number of Late Payments
RNT_PAYFREQ	Rental Payment Frequency
RNT_PAYMENT	Monthly Payment Amount
RNT_PAYMENTTAX	Monthly Tax on Principal, Maintenance, & Lease/Additional Fees
RNT_PAYOFF	Payoff Amount
RNT_PAYOFFREF	Payoff Payment Reference Number
RNT_PAYSDUE	Total Rental Due Less Late & Other Charges
RNT_PAYSTRM	Total Number of Payments Less 1
RNT_PREVAMT	Previous Rental Amount
RNT_PRICE	Total Rental Price
RNT_PRICEA	Price A of the Primary Instrument Rented
RNT_PRICEB	Price B of the Primary Instrument Rented
RNT_PRICEC	Price C of the Primary Instrument Rented
RNT_PRICEPLUSTAFEELESSTAX	RNT_PRICE + RNT_TAFEELESSTAX
RNT_PRICETAX	RNT_PRICE + RNT_TAX
RNT_PRICEWITHLEASEFEE	RNT_PRICE + RNT_LEASEFEELESSTAX
RNT_PRINCIPAL	RNT_PAYMENT — RNT_MONMA — RNT_AFEE
RNT_PRINLESSTAX	Monthly Principal — RNT_TAX
RNT_PRINLESSTAXPLUSAFEELESSTAX	RNT_PRINTLESSTAX + RNT_AFEELESSTAX
RNT_RDATE	Date Contract Was Returned
RNT_REF	Rental Reference Number
RNT_RETAIL	Retail Price of the Primary Instrument Rented
RNT_RTNNOTE	Notes from the Rental Return
RNT_SCHOOL	School
RNT_SELCODE	Selection Code of the Primary Instrument Rented
RNT_SERIAL	Serial Number of the Primary Instrument Rented
RNT_SKU	SKU of the Primary Instrument Rented
RNT_STLOC	Store Location for the Rental Location
RNT_STUDENT	Student
RNT_SUBACCT	Sub Account
RNT_TAFEE	Total Lease Fees
RNT_TAFEELESSTAX	RNT_TAFEE — RNT_TAX
RNT_TAX	Total Tax on Total Rental Price
RNT_TAX1	Total Tax 1 on Total Rental Price
RNT_TAX2	Total Tax 2 on Total Rental Price
RNT_TCRAMT	Total Accumulated Credt
RNT_TERM	Total Number of Payments
RNT_TMAINT	Total Maintenance
RNT_TMAINT+RNT_DPMAINT	RNT_TMAINT + RNT_DPMAINT
RNT_TOTALAMTTOPAY	Total Amount to Pay on Rental
RNT_TOTALNOPAYS	Total Number of Payments to be Made Term plus the number of months collected on the down payment.
RNT_TOTDOWNPAY	Total Amount Received for the Down Payment
RNT_TOTLATE	Total Late Charges Due (Assessed + Accrued)
RNT_TOTMAINT	Total Maintenance Due
RNT_TOTOTHER	Total Other Charges Due

Repair tags

All Customer tags are available to use with Repair tags.
Field Name	Description
CDF_DESC	Account Type
CUS_BILLACCT	Bill To Account
CUS_BILLADDR1	Bill To Address 1
CUS_BILLADDR2	Bill To Address 2
CUS_BILLCITY	Bill To City
CUS_BILLCOUNTRY	Bill To Country
CUS_BILLHMPHONE	Bill To Home Phone
CUS_BILLNAME	Bill To Name
CUS_BILLST	Bill To State
CUS_BILLWKPHONE	Bill To Work Phone
CUS_BILLZIP	Bill To ZIP Code/Postal Code
SAL_EXPDATE	Warranty Expiration Date
SAL_SOLDDATE	Date the Item Was Sold
SAL_WARRANTY	Item Has a Warranty (Yes/No)
SVC_DESC	Service Repair Description
SVC_LANID	Name of Repair Technician
SVC_NOTES	Note or Special Instructions for Service
SVC_RATE	Service Charge
TIC_AMT	Subtotal + Tax1 + Tax2
TIC_DESC	Description of Item Being Repaired
TIC_INVNO	Item Number Being Repaired
TIC_MFG	Manufacturer of Item Being Repaired
TIC_MODEL	Model of Item Being Repaired
TIC_PDATE	Promise Date
TIC_PTIME	Promise Time
TIC_SDATE	Status Date
TIC_STATUS	Status
TIC_TICKET	Repair Ticket Number

Repair service tags

Field Name	Description
LET_DATE	Service Date
LET_DESC	Inventory Description
LET_MODEL	Model Number
LET_SERIAL	Serial Number
REP_DESC	Repair Service Description
REP_RATE	Repair Service Rate

Reservation tags

Field Name	Description
RSV_DATE	Rental Date
RSV_DEPOSIT	Rental Deposit
RSV_INVENTORYTABLE	SKU, Description, Rate
RSV_RDATE	Return Date
RSV_REF	Reference Number
RSV_TOURPRICE	Total Ourprice for All Items
RSV_TRENT	Total Rental Rate for All Items
RSV_TRENTTAX	Total Rental Rate and Tax for All Items

Short-term rental tags

Field Name	Description
STR_DATE	Rental Date
STR_DEPOSIT	Rental Deposit
STR_INVENTORYTABLE	SKU, Description (Desc, Model, Mfg), Rate, Quantity
STR_RDATE	Return Date
STR_REF	Reference Number of Rental
STR_TOURPRICE	Total Ourprice for All Items
STR_TRENT	Total Rental Rate for All Items
STR_TRENTTAX	Total Rental Rate and Tax for All Items

Helpful links

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