Invoice Type

Overview

📥 Direction: Sage X3 → Zudello
🔄 Sync Type: Incremental sync
⏱️ Frequency: Based on _updateStamp

Invoice type data flows from Sage X3 to Zudello and maps to cost types, providing invoice categorization capabilities for purchase processing.

Key Benefits

✅ Invoice Classification - Categorize invoices for better processing
✅ Purchase Focus - Specifically handles purchase invoice types
✅ Category Support - Includes purchase invoice category information
✅ Australian Legislation - Filtered for Australian business requirements

Field Mappings

Zudello Field	Sage X3 Field	Data Type	Notes
code	code	String	Invoice type code
name	localizedDescription or localizedShortDescription or code	String	Fallback hierarchy
status	N/A	String	Always "ACTIVE"

Target Entity

Maps to Zudello.costType entity.

Configuration Requirements

Australian Legislation

This integration filters for Australian legislation only. Invoice types must be configured with 'AUS' legislation in Sage X3.

Mapping Consideration

Invoice types map to cost types in Zudello. This mapping may need review based on specific business requirements.

Processing Logic

Sync Behavior

• Purchase Focus: Specifically handles purchase invoice types from Sage X3
• Incremental Updates: Uses _updateStamp to fetch only changed records
• Category Support: Includes purchase invoice category and invoice category information

Data Handling

• Cost Type Mapping: Invoice types are mapped to cost types in Zudello
• Name Fallback: Uses localizedDescription, then localizedShortDescription, then code
• Status Assignment: All invoice types are marked as "ACTIVE"
• Page Limit: 200 records per page for efficient processing

Purchase Invoice Categories

The integration supports various purchase invoice categories:

• Purchase Invoice Category: Maintains purchaseInvoiceCategory classification
• Invoice Category: Preserves general invoiceCategory information
• Type Classification: Enables proper invoice routing and processing

Troubleshooting

Issue	Cause	Solution
Invoice type not syncing	Legislation not set to 'AUS'	Verify legislation configuration in Sage X3
Missing category info	Empty category fields	Check category configuration in Sage X3
Cost type mapping issues	Business logic conflicts	Review cost type mapping requirements
Sync delays	_updateStamp not updating	Verify modification tracking in Sage X3

Related Documentation

• BP Supplier Invoice - Invoice type usage in transactions
• Supplier - Vendor-specific invoice types
• Account - Account coding by invoice type
• Tax Code - Tax rules by invoice type