Purchase Credit Memo
Overview
Direction: Zudello → Business Central
Sync Type: Real-time
Trigger: Credit memo approval in Zudello
Purchase credit memos flow from Zudello to Business Central for supplier credit processing. This integration mirrors the invoice structure but handles credit amounts and includes automatic cleanup on failures.
Key Features
- Automatic Amount Conversion - Negative values converted to positive credits
- Sequential Processing - Lines processed individually with immediate error handling
- Status Tracking - Real-time status updates back to Zudello
- Cleanup on Failure - Automatic rollback using document ID
Field Mappings
Header Fields
| Business Central Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| currencyCode | currency.code | String | Credit memo currency |
| creditMemoDate | date_issued | Date | Credit memo date |
| postingDate | date_posted | Date | Posting date (defaults to date_issued) |
| invoiceNumber | number | String | Credit memo reference number |
| vendorNumber | supplier.code | String | Supplier code |
Line Item Fields
| Business Central Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| description | description | String | Line item description |
| documentId | N/A | GUID | Header document ID |
| lineObjectNumber | item.code or account.code | String | Item or account reference |
| lineType | N/A | String | "Item" or "Account" based on line type |
| quantity | quantity | Decimal | Absolute value of quantity |
| taxCode | tax_rate.code | String | Tax rate code |
| unitCost | total_exclusive / quantity | Decimal | Absolute value of calculated unit cost |
Credit Amount Handling
Business Central expects credit memo amounts to be positive. The integration automatically converts any negative credit amounts from Zudello into positive values before sending them to Business Central. Both the quantity and unit cost are converted to their absolute (positive) values.
Error Handling
To ensure data integrity, if any part of the credit memo creation process fails, the entire transaction is rolled back.
- Line Item Failures: If a line item fails to be created, the entire credit memo is automatically deleted from Business Central.
- Status Tracking: The credit memo in Zudello will be marked as "UNABLE" to indicate the failure.
- Error Logging: Detailed error messages are recorded to help with troubleshooting.
Processing Logic
Amount Handling
- Positive Values: The integration ensures all quantities and costs sent to Business Central are positive, as required for credit memos.
- Credit Logic: Business Central is designed to handle credit amounts as positive numbers, and the integration respects this by converting all values accordingly.
Error Recovery
- Failure Detection: The system immediately detects if any line item fails to process.
- Document Cleanup: Upon failure, the integration automatically deletes the entire credit memo from Business Central to prevent partial data.
- Status Update: The original record in Zudello is marked as "UNABLE", and the reason for the failure is logged.
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Credit memo creation fails | Missing supplier | Verify supplier exists in Business Central |
| Line items rejected | Invalid item/account codes | Check master data synchronization |
| Amount calculation errors | Zero quantity values | Verify line item quantities in Zudello |
| Status shows "UNABLE" | Processing failure | Review error logs for specific failure point |
Processing Notes
- Sequential Lines: Each line is processed individually
- Immediate Failure: First error stops processing and triggers cleanup
- Positive Amounts: All negative Zudello values become positive in Business Central