AP Invoice
Overview
📤 Direction: Zudello → Great Plains
AP invoices are created in Great Plains from Zudello. This integration features advanced processing, including sophisticated tax calculations and rounding adjustments, to ensure accuracy.
Field Mappings
Header Fields
Great Plains Field | Zudello Field | Notes |
---|---|---|
DOCNUMBR | document_number | The invoice document number. |
VENDORID | supplier.code | The supplier's unique code. |
DOCDATE | date_issued | The date the invoice was issued. |
BACHNUMB | - | A batch number is automatically generated. |
TAXAMNT | tax | The total tax amount of the invoice. |
DOCAMNT | total | The total amount of the invoice. |
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
- Advanced Tax Handling: The integration can process both tax-inclusive and tax-exclusive amounts. It calculates line-level taxes and groups them by tax code for accurate posting in Great Plains.
- Rounding Adjustments: To prevent rounding discrepancies between Zudello and Great Plains, the integration automatically adjusts the first line item to ensure the total matches perfectly.
- Real-time Creation: Approved invoices in Zudello are created in Great Plains in real-time.
- Batch Processing: Invoices are grouped into batches in Great Plains, using a standard naming convention of
AP
followed by the date (e.g.,AP20250713
). - Comprehensive Error Handling: If an error occurs during creation, a detailed message is returned from Great Plains to help with troubleshooting.