Navigation:  Sales > Technical References > ErrorIDs   Sales Orders transaction Import tables

Fields marked * may NOT be left blank. All other fields may be left blank.

 

Both import tables use the common SoImportID field to relate the master and detail records of transactions. Each transaction being imported must have a unique SoImportID.

 

SoImport

Common information for a transaction. Each transaction has one record in this table.

 

SoImportID*

This field identifies the import transaction and relates a master record to its detail records.

 

SalesOrderTypeID*

1 means this is an ‘Order’.
2 means this is a ‘Quote’.

 

WarehouseID*

Specifies the Warehouse.

 

CustomerID*

Specifies the Customer.

When strict Customer entry/import enforcement is checked on the Entry Control tabsheet of the Company maintenance task then the Customer must be tagged as Active.

 

ShipToID*

Specifies the ShipTo for this Customer.

 

IsHold*

1 means this order is on Hold.
0 means this order is not on Hold.

 

OrderDate*

Specifies the date the Customer placed this order.

 

ShipDate*

Specifies the date this order should be shipped.

 

SalesRepID

When blank the system uses the SalesRepID specified by the ShipTo for this Customer.

 

Terms

When blank the system uses the Terms specified for this Customer.

 

ShipVia

When blank the system uses the Ship Via specified by the ShipTo for this Customer.

 

Reference

This field is available to specify an appropriate external reference.

 

VatCode

When blank the system uses the Vat Code specified by the ShipTo for this Customer.

 

VatLicense

When blank the system uses the Vat License specified by the ShipTo for this Customer.

 

SalesTaxCode

When blank the system uses the Sales Tax Code specified by the ShipTo for this Customer.

 

SalesTaxLicense

When blank the system uses the Sales Tax License specified by the ShipTo for this Customer.

 

Notes

This Memo field is used for any supplementary information about this Sales Order.

 

OriginUserID

This field may be any UserID. When specified the Origin UserID of the imported Sales Order will be the specified value. When blank the Origin UserID of the imported Sales Order will be the UserID of the User running the Import task.

 

OriginTaskID

This field may be any TaskID value. When specified the Origin TaskID of the imported Sales Order will be the specified value. When blank the Origin TaskID of the imported Sales Order will be the TaskID of the Import task.

 

OriginTransID

This field may be any TransID value. When specified the Origin TransID of the imported Sales Order will be the specified value. When blank the Origin TransID of the imported Sales Order will be the SoImportID.

 

OriginBatchID

This field may be any BatchID value. When specified the Origin BatchID of the imported Sales Order will be the specified value. When blank the Origin BatchID of the imported Sales Order will also be blank.

 

ErrorID

This field is reserved for the Import task. Do not insert any value into this field. Any value in this field will be ignored and written over.

 

SoImportDetail

Transaction details. Each transaction has one or more records in this table.

 

SoImportID*

This field relates each detail record to the corresponding master record for that transaction.

 

ProductID*

Specifies the Product.

When strict Product entry/import enforcement is checked on the Entry Control tabsheet of the Company maintenance task then the Product must be tagged as Active.

 

OnOrderQuantity*

Specifies the Order Quantity in the Unit Of Sale for this Product.

 

Price

Specifies the price per unit in the Unit Of Sale for this Product. Price is normally left blank so that the import task can use the applicable Price for this Customer and Quantity.

 

SalesDiscount Rate

When blank the system uses the Discount Rate specified in the Sales Discount table for this Customer Discount Code and Product Discount Code.

 

RevenueAccountID

When blank the system uses the Revenue AccountID determined by the Product Group and Warehouse.

 

JobID

When Job Costing is installed this field is available to specify a JobID when applicable.

 

ErrorID

This field is reserved for the Import task. Do not insert any value into this field. Any value in this field will be ignored and written over.