Purchase Order

Overview

📥 Direction: Great Plains → Zudello

Purchase order data, including both current and historical POs, synchronizes from Great Plains to Zudello. This provides a complete record of purchase orders for matching against invoices.

Field Mappings

Header Fields

Zudello Field	Great Plains Field	Notes
Document Number	PONUMBER	The purchase order number.
Supplier	VENDORID	Links to the supplier record.
Reference	USER2ENT	The user who created the PO.
Date Issued	DOCDATE	The date the PO was created.
Date Due	REQDATE	The requested delivery date.
Subtotal	SUBTOTAL	The subtotal of the PO.
Tax	TAXAMNT	The total tax amount.
Total	Calculated	The total amount, including freight and other charges.
Status	POSTATUS	The PO status, mapped from Great Plains codes.

Line Item Fields

Zudello Field	Great Plains Field	Notes
Line Number	ITEMNMBR	The item number is used as the line reference.
Description	ITEMDESC	The description of the line item.
Quantity	QTYORDER	The quantity ordered.
Unit Price	UNITCOST	The cost per unit.
Total	EXTDCOST	The extended cost for the line.
Item	ITEMNMBR	Links to the item record.
Warehouse	LOCNCODE	Links to the warehouse/location.

Status Mapping

GP Status	Zudello Status
New	COMPLETED
Released	COMPLETED
Change Order	COMPLETED
Received	COMPLETED
Closed	CLOSED
Cancelled	CANCELLED

Key Behaviours

• Historical Data: The integration syncs both current and historical purchase orders from Great Plains, ensuring a complete dataset in Zudello for matching purposes.
• Calculated Total: The total PO amount is calculated by combining the subtotal, freight, miscellaneous charges, and tax, then subtracting any discounts.
• Incremental Sync: The integration efficiently syncs only new or updated purchase orders since the last run.
• Automatic Linking: Purchase orders are automatically linked to the corresponding supplier, items, and warehouse records in Zudello.

Related Documentation

• Supplier
• Item
• AP Invoice
• Overview