Purchase Orders

This integration provides bidirectional purchase order synchronization between Sage Intacct and Zudello, supporting both data retrieval for reference and order creation for procurement.

Inbound (Sage Intacct → Zudello)

📥 Direction: Sage Intacct → Zudello

Purchase order data flows from Sage Intacct to Zudello to provide reference information for invoice matching and procurement tracking.

Header Field Mappings

Zudello Field	Sage Intacct Field	Notes
Supplier	VENDORID	Links to the supplier record.
Company Name	VENDORNAME	The name of the supplier.
Document Number	PONUMBER	The purchase order number.
Reference	DESCRIPTION	The description of the purchase order.
Date Issued	WHENCREATED	The date the order was created.
Date Due	WHENDELIVERBY	The requested delivery date.
Subtotal	SUBTOTAL	The net amount before tax.
Tax	TAXTOTAL	The total tax amount.
Total	TOTAL	The total amount including tax.
Currency	CURRENCY	The currency of the order.
Status	-	All imported POs are set to 'COMPLETE'.

Line Item Field Mappings

Zudello Field	Sage Intacct Field	Notes
Description	ENTRYDESCRIPTION	The description of the line item.
Line Number	LINE_NUM	The line sequence number.
Quantity	QUANTITY	The ordered quantity.
Unit Price	PRICE	The unit price, excluding tax.
Total Exclusive	TOTAL	The line total, excluding tax.
Tax	TAXAMOUNT	The tax amount for the line.
Total	TOTALAMOUNT	The line total, including tax.
Item	ITEMID	Links to the item record.
Account	GLACCOUNTNO	Links to the GL account.
Location	LOCATIONID	Links to the location.
Department	DEPARTMENTID	Links to the department.
Project	PROJECTID	Links to the project.
Cost Centre	CLASSID	Links to the cost centre.

Key Behaviours (Inbound)

• Incremental Sync: To save time, the integration only syncs purchase orders that are new or have been updated since the last check.
• Default Status: All purchase orders brought into Zudello are given a 'COMPLETE' status.
• Full Detail Sync: Purchase orders are synced with all their line items and dimensional data.

Outbound (Zudello → Sage Intacct)

📤 Direction: Zudello → Sage Intacct

Purchase orders are created in Sage Intacct from Zudello to process procurement orders.

Header Field Mappings

Intacct Field	Zudello Field	Notes
VENDORID	supplier.code	The supplier's unique code.
WHENCREATED	date_issued	The date the order was issued.
WHENPOSTED	date_posted	The date the order is posted.
WHENDUE	date_due	The expected delivery date.
RECORDID	document_number	The purchase order number.
DOCNUMBER	reference	The reference number for the order.
DESCRIPTION	-	A link back to the document in Zudello.
CURRENCY	currency.code	The currency of the order.
TAXSOLUTIONID	-	A fixed tax solution is used (e.g., "Australia - GST").

Line Item Mappings

Intacct Field	Zudello Field	Notes
ACCOUNTNO	account.code	The expense or asset account for the line.
QUANTITY	quantity	The ordered quantity.
UNITPRICE	unit_price	The unit price for the line.
TRXAMOUNT	total_exclusive	The line total, excluding tax.
TAXAMOUNT	tax_amount	The tax amount for the line.
ENTRYDESCRIPTION	description	The description for the line item.
LOCATIONID	location.code	The location for the line item.
DEPARTMENTID	department.code	The department for the line item.
PROJECTID	project.code	The project for the line item.
CLASSID	cost_centre.code	The cost centre for the line item.
ITEMID	item.code	The item code for the line item.
TAXTYPE	tax_rate.code	The tax rate for the line item.

Key Behaviours (Outbound)

• Approval Workflow Integration: Purchase orders created from Zudello can be integrated with Sage Intacct's approval processes.
• Dimensional Tracking: The integration supports full tracking across dimensions like locations, departments, projects, and cost centres.
• File Attachments: If the purchase order has a file attached in Zudello, it will be attached to the PO in Sage Intacct.

Related Documentation

• Vendor Records
• Items
• Accounts
• Cost Centres
• Departments
• Projects
• Locations
• AP Bills