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business:import_invoices [2018/07/24 18:21] – external edit 127.0.0.1business:import_invoices [2022/09/30 15:33] (current) – emoreno
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 |Customer Number|6|Numeric|Required; must match a customer record in Accounts Receivable| |Customer Number|6|Numeric|Required; must match a customer record in Accounts Receivable|
 |Requested By|35|Character|Required if Customer PO Number is blank| |Requested By|35|Character|Required if Customer PO Number is blank|
-|Customer PO Number|20|Numeric|Required if Requested By field is blank|+|Customer PO Number|20|Alphanumeric|Required if Requested By field is blank|
 |Date Requested|8|YYYYMMDD|Optional; can default to current date| |Date Requested|8|YYYYMMDD|Optional; can default to current date|
 |Description (Invoice)|80|Character|Required; could be workshop name and participant name; is used as the sort criteria on the invoice| |Description (Invoice)|80|Character|Required; could be workshop name and participant name; is used as the sort criteria on the invoice|
 |Account Code|20|Alphanumeric|Required| |Account Code|20|Alphanumeric|Required|
 |Amount|11|Numeric|If blank, the field is set to zero. Decimal places are not implied.| |Amount|11|Numeric|If blank, the field is set to zero. Decimal places are not implied.|
 +|Reference|20|Character|Optional  |
 +|Due Date|8|YYYYMMDD|Optional  |
 +|Quantity|7|Numeric|Optional   |
 +|Unit of Issue|  |  |Optional, populated from list.|
 +|Product Type|  |  |Optional, populated from product number.|
 +|Unit Price|11|Numeric|Optional  |
 +
 +
   
-<WRAP Box>**Notes**:\\  \\  Uploaded files must be in the comma-delimited text (.txt) or comma-separated values (.csv) format.\\  \\  A separate invoice record is created for each row of data in the file, and the Invoice Numbers are assigned in sequential order.\\  \\  Commas may only be used in the file to separate data values, not within a field (e.g., (Invoice) Description field).\\  \\  Decimal places are not implied for amounts (e.g., 6789 indicates $6,789.00 and 67.89 indicates $67.89). You can enter 11 numeric characters with two decimal places, or if using whole numbers, you can enter nine numeric characters.\\  \\  Account codes are validated on the Finance > Maintenance > Create Chart of Accounts page. +**Notes**: 
-</WRAP>+ 
 +  * If the **Unit Price** and **Quantity** are entered, the amount is not automatically calculated. The actual amount entered is displayed.  
 +  * Uploaded files must be in the comma-delimited text (.txt) or comma-separated values (.csv) format. 
 +  * A separate invoice record is created for each row of data in the file, and the Invoice Numbers are assigned in sequential order. 
 +  * Commas may only be used in the file to separate data values, not within a field (e.g., (Invoice) Description field). 
 +  * Decimal places are not implied for amounts (e.g., 6789 indicates $6,789.00 and 67.89 indicates $67.89). You can enter 11 numeric characters with two decimal places, or if using whole numbers, you can enter nine numeric characters. 
 +  * Account codes are validated on the Finance > Maintenance > Create Chart of Accounts page. 
  
  
business/import_invoices.1532456492.txt.gz · Last modified: 2018/07/24 13:21 (external edit)

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