Introduction
This integration creates Accounts Payable Bills/Invoices in MYOB Acumatica from processed transactions in Zudello, completing the procure-to-pay process.
| MYOB Acumatica Field | Zudello Field | Data Type | Notes |
|---|
| Type.value | - | String | Hardcoded to "Bill" |
| Vendor.value | Supplier | String | Links to supplier |
| Date.value | date_issued | Date | Formatted as YYYY/MM/DD |
| DueDate.value | date_due | Date | Formatted as YYYY/MM/DD |
| Hold.value | - | Boolean | Hardcoded to false |
| VendorRef.value | document_number | String | Vendor reference number |
| Description.value | reference | String | Bill description |
| Terms.value | - | String | Hardcoded to "NET30DAYS" |
| note | short_url | String | Link to Zudello transaction |
| CurrencyID.value | currency.code | String | Currency code |
| Status.value | - | String | Hardcoded to "Open" |
| TaxTotal.value | tax | Decimal | Total tax amount |
| Amount.value | total | Decimal | Total bill amount |
Line Item Field Mappings
| MYOB Acumatica Field | Zudello Field | Data Type | Notes |
|---|
| Account.value | Account | String | GL Account (optional) |
| Branch.value | Location | String | Branch/Location (optional) |
| CostCode.value | Cost Centre | String | Cost centre (optional) |
| Project.value | project.code | String | Project code (optional) |
| ProjectTask.value | Project Task | String | Project task (optional) |
| TaxCategory.value | tax_rate.tax_solution.code | String | Tax category (optional) |
| InventoryID.value | Item | String | Inventory item (optional) |
| TransactionDescription.value | description | String | Line description |
| Qty.value | quantity | Decimal | Quantity |
| UnitCost.value | total_exclusive / quantity | Decimal | Unit cost (tax exclusive) |
| POOrderNbr.value | Derived from allocations | String | Purchase order number for matching |
| POLine.value | Derived from allocations | String | Purchase order line for matching |
| POOrderType.value | - | String | Hardcoded to "Normal" |
Key Behaviours
- PO Matching: If the bill was created from a purchase order in Zudello, it will be automatically matched to that PO in MYOB Acumatica.
- Default Status: The bill is created in MYOB Acumatica with an 'Open' status.
- Default Terms: The payment terms for the bill will be set to 'NET30DAYS' by default.
- Audit Trail: A note is added to the bill in MYOB Acumatica with a link back to the transaction in Zudello for easy reference.
- Tracking ID: Once created, the bill in Zudello is updated with a unique ID from MYOB Acumatica for tracking.