AR Invoices

Introduction

This integration creates Accounts Receivable Invoices in MYOB Acumatica from processed sales transactions in Zudello, completing the order-to-cash process.

Header Field Mappings

MYOB Acumatica Field	Zudello Field	Data Type	Notes
Type.value	-	String	Hardcoded to "Sales Invoice"
CustomerID.value	Customer	String	Links to customer
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
ReferenceNbr.value	document_number	String	Invoice reference number
Description.value	reference	String	Invoice description
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 invoice amount

Line Item Field Mappings

MYOB Acumatica Field	Zudello Field	Data Type	Notes
BranchID.value	Location	String	Branch/Location (optional)
CostCode.value	Cost Centre	String	Cost centre (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)
Description.value	description	String	Line description
Qty.value	quantity	Decimal	Quantity
UnitPrice.value	total_exclusive / quantity	Decimal	Unit price (tax exclusive)
note	note	String	Line notes
LineNbr.value	line_number	Integer	Line number
WarehouseID.value	Warehouse	String	Warehouse (optional)
UOM.value	Unit of Measure	String	Unit of measure (optional)
OrderNbr.value	Derived from allocations	String	Sales order number for matching
OrderLineNbr.value	Derived from allocations	String	Sales order line for matching
OrderType.value	-	String	Hardcoded to "Normal"

Key Behaviours

• Sales Order Matching: If the invoice was created from a sales order in Zudello, it will be automatically matched to that sales order in MYOB Acumatica.
• Default Status: The invoice is created in MYOB Acumatica with an 'Open' status.
• Audit Trail: A note is added to the invoice in MYOB Acumatica with a link back to the transaction in Zudello for easy reference.
• Tracking ID: Once created, the invoice in Zudello is updated with a unique ID from MYOB Acumatica for tracking.
• Inventory Tracking: The integration supports warehouse and unit of measure information on invoice lines.