Introduction
This integration creates Accounts Receivable Sales Orders in SAP Business One from processed sales transactions in Zudello, initiating the order-to-cash process.
SAP B1 Field | Zudello Field | Notes |
---|
DocDate | date_issued or date_posted | The document date. |
DocDueDate | date_due | The due date. |
CardCode | customer.code | The customer's code. |
NumAtCard | document_number | The document reference number. |
Comments | short_url | A link back to the Zudello transaction. |
Line Item Field Mappings
SAP B1 Field | Zudello Field | Notes |
---|
ItemDescription | description | The line description. |
DiscountPercent | discount_percent | The discount percentage. |
LineTotal | total | The line total amount. |
WarehouseCode | warehouse.code | The warehouse code. |
UoMCode | unit_of_measure.code | The unit of measure code. |
TaxCode | tax_rate.code | The tax code. |
ItemCode | item.code | The item code (for stock items). |
Quantity | quantity | The quantity (for stock items). |
UnitPrice | unit_price | The unit price (for stock items). |
Key Behaviours
- Automatic Updates: After a sales order is successfully created in SAP Business One, the original transaction in Zudello is automatically marked as 'COMPLETE' and linked to the new document.
- Document Type Handling: The integration automatically determines whether to create an "Item" or "Service" type document based on the line items.
- Stock vs. Service: Lines that contain an item code are treated as stock items.
- Warehouse and UOM: Supports warehouse allocation and units of measure for stock items.
- Audit Trail: A link back to the original Zudello transaction is added to the
Comments
field in SAP Business One for easy reference.