AP Credit
Overview
📤 Direction: Zudello → Great Plains
AP purchase credits are created in Great Plains from Zudello. This integration uses the same advanced processing logic as the AP Invoice integration, including sophisticated tax calculations and error handling.
Field Mappings
Header Fields
| Great Plains Field | Zudello Field | Notes |
|---|---|---|
| DOCNUMBR | document_number | The credit document number. |
| VENDORID | supplier.code | The supplier's unique code. |
| DOCDATE | date_issued | The date the credit was issued. |
| BACHNUMB | - | A batch number is automatically generated. |
| TAXAMNT | tax | The total tax amount of the credit. |
| DOCAMNT | total | The total amount of the credit. |
Line Item Fields
| Great Plains Field | Zudello Field | Notes |
|---|---|---|
| DSTINDX | account.code | The GL account for the line item. |
| DEBIT | total_exclusive | The line amount, excluding tax. |
| DSCRIPTN | description | The description for the line item. |
Key Behaviours
- Identical to AP Invoices: This integration mirrors the functionality of the AP Invoice integration, ensuring consistent processing for both transaction types. It includes the same logic for handling tax-inclusive and tax-exclusive amounts, rounding adjustments, and tax grouping.
- Credit-Specific Settings: While the logic is the same, the integration uses credit-specific configuration settings in Zudello for GL distribution types, allowing for different posting accounts for credits versus invoices.
- Real-time Creation: Approved credits in Zudello are created in Great Plains in real-time.
- Comprehensive Error Handling: If an error occurs during creation, a detailed message is returned from Great Plains to help with troubleshooting.