Sales Ledger

Customers

Update

Insert & Update

Limitations

None

Writeback Fields

Customer.Reference

When auto numbering for new customers is enabled, mapping this field will capture the auto-generated customer number.

Implementation Notes

The customer’s Default Contact can be updated by the mapping of any of the following fields.

Sales Invoices

Update

Insert

Limitations

None

Writeback Fields

SalesInvoice.URN
SalesInvoice.PostedDocumentTotal	The document total on successful posting

Implementation Notes

Tax may be posted in the typical fashion, but it can also be posted on a line-by-line basis per Nominal Analysis Line.

SalesInvoice.Instrument Type

Corresponds to the type of document to create:

• Invoice
  • 10 or ‘INVOICE’
• Credit Note
  • 11 or ‘CREDITNOTE’
• Opening Balance Invoice
  • 16 or ‘OPENBALINVOICE’
• Opening Balance Credit Note
  • 17 or ‘OPENBALCREDITNOTE’

SalesInvoice.CheckDuplicate Reference

• When set to true will perfom a check to ensure the document Reference field is a unique value.
• By default this is not enabled, and is set to false.

Sales Receipt

Update

Insert

Limitations

None

Writeback Fields

SalesReceipt.URN

SalesInvoice.PostedDocumentTotal – The document total on successful posting.

Implementation Notes

SalesReceipt.Instrument Type

Corresponds to the type of document to create:

• Receipt
  • 12 or ‘RECEIPT’ (default)
• Refund/Payment
  • 14 or ‘PAYMENT’

SalesReceipt. Generate Discount Instrument

When set to true will generate the payment discount when an under-payment has been made.

SalesReceipt. Automatic Allocation

Will automatically allocate the documents as per Sage