AP Bills with Attachments

Introduction

This integration creates Accounts Payable Bills/Invoices in MYOB Acumatica from processed transactions in Zudello with document attachment support, providing complete audit trail and document management.

Header Field Mappings

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

• Document Attachment: The original document you uploaded to Zudello (like a PDF invoice) is automatically attached to the bill created in MYOB Acumatica, ensuring a complete record.
• 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.
• Process Order: The bill is created in MYOB Acumatica first. If successful, the attachment is then uploaded. If either step fails, the entire process is stopped.