CSV import: Order Entry transaction definitions

You can import transaction definitions by uploading a CSV file, rather than entering them individually in the application.

Download a template

We recommend downloading a new blank template from either the Transaction definitions page or the Company setup checklist, whenever you import information into Sage Intacct. This is important because:

  • Templates are automatically customized based on your company configuration, including dimensions and custom fields you created.
  • Templates can be updated by Intacct at any time, especially when a new version of Intacct is released. This means that an older template might not work.
If you download from a Transaction definitions list page, you don't need any Company permissions.

To download a template from a Transaction definitions list page:

Subscription

Order Entry

User type
  • Business
  • Employee
  • Project Manager
  • Warehouse
Permissions Order Entry transaction definitions: Add, Edit, Delete, List, View
Restrictions

Employee, Project Manager, and Warehouse users can only List and View transaction definitions.

You can only Add transaction definitions if Order Entry is configured with Advanced workflows set to true.

  1. Go to Order Entry > Setup > Transaction Definitions.
  2. Select Import. An Import dialog box opens.
  3. Select the Download template link.

To download a template from the Company setup checklist:

Subscription

Company

User type

Business user with admin privileges
Permissions

Company setup checklist: Run

  1. Go to Company > Setup > Configuration > Import data.

    A list of information that you can import appears.

  2. Decide on a type of information to upload, and select the Template link associated with that information.

Prepare a CSV file for import

When you download a template, the correct headers are in the template already. All you have to do is fill in the columns with your data, save it as a CSV file, and upload the file.

The header titles in the template you download correlate to fields in Intacct. Incorrect header titles will cause an upload error.

For more information about the CSV upload process, including best practices, common errors, and how to upload your CSV file, see Prepare your file for CSV import.

Best practices

The following best practices will help you prepare your CSV file for upload.

Download a template from the Company setup checklist or an object list page.

  • Use the latest template, especially following a product release.
  • Use the correct template for the area in which you want to upload information. Different templates organize different types of information. Use a template specifically for the information that you need to upload.
  • Don’t change the titles in the header row. The header titles correlate to fields in Intacct. Incorrect header titles will cause an upload error. When you download a template from the Company setup checklist, the correct headers are in the template.
  • Read the header descriptions in the template. The header description is the cell under the header row that explains what type of information is accepted for each column. If you enter information in the wrong format, or with an incorrect accepted value, it will cause an error in your upload. The header descriptions in the template show you how the information should look. For example, the header in the GL Journal Entries template for JOURNAL shows that allows up to four characters, is required, and has no default values. The header in the Reporting Periods template shows that the STATUS only allows the values 1 or 2, which correlates to True and False, and is not a required field.
  • Enter required information. Some data is required, while other data is not. Read the description field to determine which information is required. Required information is necessary for your upload to succeed.

Save the file as a comma-separated value, or CSV, file. If saving from Excel, you could choose the comma-delimited file type.

The file will have the file extension .csv after you save it. Leave the file open until your import is successful. Excel can sometimes reformat the file if you close it before the import is successful.

Avoid common import errors

Intacct recommends following these guidelines to avoid import errors.

In Microsoft Excel:

  1. Select all cells.
  2. Right-click the cells and select Format Cells.
  3. On the Number tab, select Text and then select OK.
  4. Save the file.

The short date format is formatted like this: 3/15/2021

In Microsoft Excel:

  1. Select a column of dates.
  2. Right-click the column and select Format Cells.
  3. On the Number tab, select Date and select the short date format.
  4. Save the file.

While spaces within memo fields are allowed, make sure there are no leading or trailing spaces in any field (not just memos). Leading and trainling spaces may cause import errors. For all other fields, remove unnecessary spaces at the start or end of the data.

In Microsoft Excel:

  1. Select a range of cells.
  2. On the Home tab, in the Editing group, select Find & Select and select Replace.
  3. In the Find what box, press the space bar once. Leave the Replace with box blank.
  4. Select Replace All. A prompt opens telling you how many spaces have been removed.
  5. Save the file.

Commas are used to separate fields in CSV files.

To prevent data from shifting into the wrong columns, avoid using commas in numeric and text fields.

If you must include a comma in a text field, always surround the field with double quotes, for example "Smith, John".

Headers in your CSV file must match the template exactly, including spelling, capitalization, and spacing. Even small changes (such as adding a space or changing a letter’s case) will cause the import to fail. Always use the official template provided by Sage Intacct.

ID fields must contain exact references to customers or suppliers.

ID fields must match exactly, including capitalization. For example, ven100 and VEN100 do not match.

Enter the ID exactly as it appears in Intacct or you run the risk of matching transactions to the wrong supplier or customer, or having the upload fail.

If you reference a supplier, customer, term, budget, etc., in a CSV file, whatever you’re referencing must already exist in Intacct.

For example, if you’re uploading transactions for a particular supplier, if the supplier does not already exist as a supplier in Intacct before your upload, your upload will fail.

This does not apply when creating new customers or suppliers using the import process.

For more information about to correctly number line items, see CSV import: Line number examples.

For fields with predefined valid entries (such as True/False), use initial capitalization. For example True, not TRUE or true. IDs require exact case matches, while predefined entries require initial capitalization.

If your import template contains a country field, for example for an address, make sure that this field has an entry.

If your company has enabled ISO country codes, you must specify the country code in the country field for each record. If you are unsure whether ISO codes are enabled, check with your administrator or test a sample import to confirm the required format.

Format dates

When uploading your CSV file, you can select a Date Format for the dates in your file.

Date sequence Date format
Day, month, year
  • DD MM YY
  • DD.MM.YY
  • DD/MM/YY
  • DD-MM-YY
Month, day, year
  • MM DD YY
  • MM.DD.YY
  • MM/DD/YY
  • MM-DD-YY
Year, month, day
  • YY MM DD
  • YY.MM.DD
  • YY/MM/DD
  • YY-MM-DD
Day, month, year
  • DD MM YYYY
  • DD.MM.YYYY
  • DD/MM/YYYY
  • DD-MM-YYYY
Month, day, year
  • MM DD YYYY
  • MM.DD.YYYY
  • MM/DD/YYYY
  • MM-DD-YYYY
Year, month, day
  • YYYY MM DD
  • YYYY.MM.DD
  • YYYY/MM/DD
  • YYYY-MM-DD

When you select a date format here, Intacct attempts to import your file using the selected date format. If Intacct can’t import your file with the selected date format, it attempts to discover the date format used in your file and import the data using that date format.

Import a CSV file

Now that you've entered your data and looked through it for any of the common issues imports can have, you’re ready to import your file to Intacct.

To import your CSV file:

  1. Go to Company > Setup > Configuration > Import data.

  2. Find the information type that you want to import, and select the corresponding Import link.

  3. In the Import Company Information dialog, set the following and select Import:

    Import file option descriptions
    Option Description

    Browse

    Use the Browse button to locate and select the CSV file you want to import.

    Date format

    When you select a date format here, Sage Intacct attempts to import your file using the selected date format. If Intacct can’t import your file with the selected date format, it attempts to discover the date format used in your file and import the data using that date format.

    File encoding

    Leave this option set to "auto-detect" unless you're unable to import your file. Depending on your operating system, you may need to select a different type of file encoding.

    Process offline

    Some imports can take considerable time, depending on their size and how much processing the system must do on the uploaded data. If you're not sure how much time your upload will take, select Process offline. When the system completes the process, it sends an email to the address you provide in the Email results to this address field. The system also sends you any errors that may have occurred in the process. If you prefer to wait until the upload process is complete, don’t select the Process offline checkbox.

    Transactions and other records that are processed offline show a source of System in the audit trail, instead of CSV import.

    Email results to this address

    Email address to which import results and errors should be sent. You can enter multiple email addresses, separated by a semicolon (;) or comma (,).

    Sage Intacct highly recommends entering an email address.

After an import, Sage Intacct informs you if the import was successful and how many records were imported.

In a completely successful import, the confirmation page lets you verify all the records in your original file were, in fact, successfully imported without having to verify them manually.

Import offline

Some imports can take considerable time, depending on their size and how much processing Intacct must do to the data. When in doubt, select Process offline on the import utility page.

When the offline process is complete, Intacct sends an email to the address you entered in the Import Company Information dialog (where you imported your file).

Intacct recommends that you select Process offline when importing CSV files, and provide your email address. If your import fails, you’ll always be notified, and the failed records are sent to your email.

Handle errors

If you experience import errors, review the importing tips and common errors.

Import errors occur when you try to import information that doesn’t match the requirements of the template. Each template has a set of required information you must enter to import the file successfully, and formats to follow for certain kinds of information. Read the descriptions in the template to determine the most accurate way to enter your data.

If individual transactions are in error, the rows in the transaction that are in error are saved in a CSV file for you along with an error code for each row. Check your email for information about specific errors. See Find and fix CSV import errors for more information.

For more information about the CSV upload process, read Prepare your file for CSV import.

Field descriptions

The field definitions in your template explain what type of information is required for each field, and how to enter valid information. It's always a good idea to read the field definitions before making entries.

You can reorder the columns of your CSV file for ease of use. However, the column header must contain the field name exactly as it appears in the original template.

If you downloaded a template from the Company Setup Checklist or an object list page, your template contains the headers and dimensions that are specific to your company. The headers in a standard template might not contain field definitions specific to your company.

To import dimension values, enter information in the appropriate dimension column of the import spreadsheet. Otherwise, no information appears for that dimension.

If you relabeled any dimensions (see Terminology for more information), your dimension name does not appear in the CSV template, but the original Intacct dimension name does.

Field Name: DONOTIMPORT

#

 Any row that starts with # is ignored during import.
Field Name: TEMPLATE_NAME

UI Field Name:

 Template name

Type:

 text

Length:

 30

Default Value:

 None

Valid Values:

Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes

Editable:

 Yes

Field Name:

 TEMPLATE_DESC

UI Field Name:

 Description

Type:

 text

Length:

 100

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 TEMPLATE_CLASS

UI Field Name:

 Template type

Type:

  

Length:

  

Default Value:

 Quote

Valid Values:

 Quote, Order, List, Invoice, Adjustment, Other

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 CATEGORY

UI Field Name:

 Workflow category

Type:

  

Length:

  

Default Value:

 Quote

Valid Values:

 Quote, Order, Shipping, Invoice, Return

Dependencies:

 None

Required:

 No

Editable

 Yes

Field Name:

 STATUS

UI Field Name:

 Status

Type:

 string

Length:

  

Default Value:

 active

Valid Values:

 active, inactive

Dependencies:

 None

Required:

 No

Editable

 Yes

Field Name:

 NUMBERING_SEQUENCE

UI Field Name:

 Numbering sequence

Type:

 ptr

Length:

 100

Default Value:

 None

Dependencies:

 Refers to a valid numbering sequence

Required:

 No

Editable:

 Yes

Field Name:

 PRESERVE_SEQUENCE_NO

UI Field Name:

 Preserve sequence numbers

Type:

 boolean

Default Value:

 false

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 INHERIT_SOURCE_DOC_NO

UI Field Name:

 Inherit source document number

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 WARN_ON_LOW_QUANTITY

UI Field Name:

 Warn user if item on hand quantity falls below 0

Type:

 boolean

Default Value:

 true

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 WAREHOUSE_SEL_METHOD

UI Field Name:

 Warehouse selection method

Type:

 enum

Default Value:

 Sort by ID

Valid Values:

 Sort by ID, Sort by Name, Warehouse with Available Inventory, Use the default warehouse

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 DEFAULT_WAREHOUSE

UI Field Name:

 Default warehouse

Type:

 ptr

Length:

 40

Default Value:

 None

Dependencies:

 Refers to a valid warehouse

Required:

 No

Editable:

 Yes
Field Name: ENABLE_COSTING

UI Field Name:

 Enable costing for non-inventoried items

Type:

 boolean

Default Value:

 none

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 TRANSACTION_POSTING

UI Field Name:

 Transaction posting

Type:

 radio

Length:

  

Default Value:

 N

Valid Values:

 A, G, N

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 ENABLE_REV_REC

UI Field Name:

 Enable revenue recognition

Type:

 radio

Default Value:

 None

Valid Values:

 Post, Display Only, None

Dependencies:

None

Required:

No

Editable:

Yes

Field Name:

 ENABLE_PAYMENTS

UI Field Name:

 Enable payment processing

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 SHOW_SUBTOTALS

UI Field Name:

 Enable subtotals

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 ENABLELINELEVELSIMPLETAX

UI Field Name:

 Enable line-level Simple Tax

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 SHOW_SUBTOTALS is true

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTAL_TEMPLATE_NAME

UI Field Name:

 Subtotal template

Type:

 Character

Length:

 100

Default Value:

 None

Dependencies:

 SHOW_SUBTOTALS is true; refers to a valid Order Entry subtotal template

Required:

 No

Editable:

 Yes

Field Name:

 SHOW_EXPANDED_SUBTOTALS

UI Field Name:

 Show expanded tax details

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 SHOW_SUBTOTALS is true

Required:

 No

Editable:

 Yes

Field Name:

 DEPT_OVERRIDE

UI Field Name:

 Department

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 LOCATION_OVERRIDE

UI Field Name:

 Location

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 OVERRIDE_TAX

UI Field Name:

 Line-item tax

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 SHOW_SUBTOTALS is true

Required:

 No

Editable:

 Yes

Field Name:

 OVERRIDE_PRICE

UI Field Name:

 Line-item price

Type:

 boolean

Default Value:

 true

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 OVERRIDE_DISCOUNT_CHARGE

UI Field Name:

 Track line-item discount or surcharge

Type:

 boolean

Default Value:

 false

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 OVERRIDE_NOTES_DISCOUNT_CHARGE

UI Field Name:

 Require notes for discounts and surcharges

Type:

 boolean

Default Value:

 false

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 OVERRIDE_EXCHANGE_RATE

UI Field Name:

 Exchange rate and exchange rate type

Type:

 boolean

Default Value:

 true

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 EXCHANGE_RATE_TYPE

UI Field Name:

 Exchange rate type

Type:

 text

Length:

 40

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Yes

Required:

 Yes

Editable:

 None

Field Name:

 DISPLAY_BASE_CURRENCY

UI Field Name:

 Display base currency

Type:

 boolean

Default Value:

 false

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 LINE_ITEM_CONVERSION

UI Field Name:

 Enable line-item conversion

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 PARTIAL_CONVERSION

UI Field Name:

 Partial conversion handling

Type:

 radio

Length:

 1

Default Value:

 Close transaction

Valid Values:

 Leave transaction open, Close original and create back order, Close transaction

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 ENABLE_RENEWALS

UI Field Name:

 Enable renewals

Type:

 radio

Default Value:

 None

Valid Values:

 Generate, Display Only, None

Dependencies:

 If ENABLE_RENEWALS = Generate or Display Only, NUMBERING_ SEQUENCE must refer to a valid numbering sequence.

Required:

 No

Editable:

 Yes

Field Name:

 RENEW_ONLY_CONVERTED_LINE

UI Field Name:

 Create renewals from converted line items only

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 INITIAL_PRICELIST

UI Field Name:

 Initial price list

Type:

 ptr

Default Value:

 None

Dependencies:

 Refers to a valid price list.

Required:

 No

Editable:

 Yes

Field Name:

 SPECIAL_PRICELIST

UI Field Name:

 Special price list

Type:

 ptr

Default Value:

 None

Dependencies:

 Refers to a valid price list

Required:

 No

Editable:

 Yes

Field Name:

 PRICELIST_TO_UPDATE

UI Field Name:

 Price list to update

Type:

 ptr

Default Value:

 None

Dependencies:

 Refers to a valid price list

Required:

 No

Editable:

 Yes

Field Name:

 CREDIT_LIMIT_CHECK

UI Field Name:

 Enforce credit limit

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 DEFAULT_AR_TERM

UI Field Name:

 Default AR term

Type:

 ptr

Default Value:

 None

Dependencies:

 Refers to a valid AR term

Required:

 No

Editable:

 Yes

Field Name:

 DEFAULT_SHIPMETHOD_NAME

UI Field Name:

 Default shipping method

Type:

 ptr

Default Value:

 None

Dependencies:

 Refers to a valid shipping method

Required:

 No

Editable:

 Yes

Field Name:

 PRINTED_FORMAT

UI Field Name:

 Printed document template

Type:

 ptr

Length:

 100

Default Value:

 None

Dependencies:

 Refers to a valid document template

Required:

 No

Editable:

 Yes

Field Name:

 FIXED_MESSAGE

UI Field Name:

 Optional default text

Type:

 text

Length:

 4000

Default Value:

 None

Valid Values

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 TITLE_ONE

UI Field Name:

 Contact Title 1

Type:

 text
Length: 20

Default Value

 Bill to

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes

Editable

 Yes

Field Name:

 SHOW_TITLE_ONE

UI Field Name:

 Show on print
Type: boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 ALLOW_EDIT_TITLE_ONE

UI Field Name:

 Allow editing

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 TITLE_TWO

UI Field Name:

 Contact Title 2

Type:

 text

Length:

 20

Default Value:

 Ship to

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes

Editable:

 Yes

Field Name:

 SHOW_TITLE_TWO

UI Field Name:

 Show on print

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 ALLOW_EDIT_TITLE_TWO

UI Field Name:

 Allow editing

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Field Name:

 TOTALS_LINE_NO

UI Field Name:

 Totals

Field Name:

 TOTALS_INVENTORY_TOTAL

UI Field Name:

 Inventory total

Type:

 ptr

Length:

 30

Default Value:

 None
Dependencies: Refers to a valid inventory total

Required:

 Yes

Editable:

 Yes

Field Name:

 TOTALS_MAINTAIN

UI Field Name:

 Maintain

Type:

 enum

Default Value:

 None

Valid Values:

 Quantity, Value, Quantity & Value
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 TOTALS_ADD_SUBTRACT

UI Field Name:

 Add or subtract

Type:

 enum

Default Value:

 None

Valid Values:

 Add, Subtract
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 SUBTOTALS_LINE_NO

UI Field Name:

 Subtotals

Field Name:

 SUBTOTALS_DESCRIPTION

UI Field Name:

 Description

Type:

 text

Length:

 100

Default Value:

 None

Valid Values:

 Alphanumeric and underscore
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 SUBTOTALS_TYPE

UI Field Name:

 Subtotal type

Type:

 enum

Default Value:

 None

Valid Values:

 Discount, Charge
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 SUBTOTALS_APPLIED_TO_LINE

UI Field Name:

 Applied to line

Type:

 integer

Length:

 8

Default Value:

 None
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_VALUE_TYPE

UI Field Name:

 Value type

Type:

 enum

Default Value:

 None

Valid Values:

 Amount, Percent
Dependencies: No

Required:

 Yes

Editable:

 None

Field Name:

 SUBTOTALS_VALUE

UI Field Name:

 Value

Type:

 decimal

Length:

 12

Default Value:

 None
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_DEBIT_CREDIT

UI Field Name:

 Debit or credit

Type:

 enum

Default Value:

 None

Valid Values:

 Debit, Credit
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 SUBTOTALS_GL_ACCOUNT

UI Field Name:

 GL account

Type:

 ptr

Length:

 24

Default Value:

 None
Dependencies: Refers to a valid GL account

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_GL_OFFSET_ACCOUNT

UI Field Name:

 GL offset account

Type:

 ptr

Length:

 24

Default Value:

 None
Dependencies: Refers to a valid GL account

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_DEPARTMENT

UI Field Name:

 Department

Type:

 text

Length:

 40

Default Value:

 None

Valid Values:

 Alphanumeric and underscore
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_LOCATION

UI Field Name:

 Location

Type:

 text

Length:

 40

Default Value:

 None

Valid Values:

 Alphanumeric and underscore
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_IS_APPORTIONED

UI Field Name:

 Apportioned

Type:

 boolean

Default Value:

 false

Valid Values:

 true, false
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_IS_TAX

UI Field Name:

 Is tax

Type:

 boolean

Default Value:

 false

Valid Values:

 true, false
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 SUBTOTALS_IS_AVATAX

UI Field Name:

 Select for Avalara

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 RECALLS_LINE_NO

UI Field Name:

 Recalls line number

Field Name:

 RECALLS_CAN_BE_CREATED_FROM

UI Field Name:

 Can be created from

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid transaction definition

Required:

 No

Editable:

 Yes

Field Name:

 INVGL_ACCOUNTS_LINE_NO

UI Field Name:

 Item account line number

Field Name:

 INVGL_ITEM_GLGROUP

UI Field Name:

 Item GL group

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid item GL group

Required:

 No

Editable:

 Yes

Field Name:

 INVGL_WAREHOUSE

UI Field Name:

 Warehouse

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid warehouse

Required:

 No

Editable:

 Yes
Field Name: INVGL_ENT_GLGROUP

UI Field Name:

 Customer GL group

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid customer GL group

Required:

 No

Editable:

 Yes

Field Name:

 INVGL_DEBIT_CREDIT

UI Field Name:

 Debit or credit

Type:

 enum

Default Value:

 None

Valid Values:

 Debit, Credit
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 INVGL_GLACCOUNT

UI Field Name:

 GL account

Type:

 ptr

Length:

 106

Default Value:

 None
Dependencies: Refers to a valid GL account

Required:

 No

Editable:

 Yes

Field Name:

 INVGL_DEPARTMENT

UI Field Name:

 Department

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid department

Required:

 No

Editable:

 Yes

Field Name:

 INVGL_LOCATION

UI Field Name:

 Location

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid location

Required:

 No

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_LINE_NO

UI Field Name:

  

Field Name:

 AR_ACCOUNTS_ITEM_GLGROUP

UI Field Name:

 Item GL group

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid item GL group

Required:

 No

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_WAREHOUSE

UI Field Name:

 Warehouse

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid warehouse

Required:

 No

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_ENT_GLGROUP

UI Field Name:

 Customer GL group

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid customer GL group

Required:

 No

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_DEBIT_CREDIT

UI Field Name:

 Debit or credit

Type:

 enum

Default Value:

 None

Valid Values:

 Debit, Credit
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_GLACCOUNT

UI Field Name:

 GL account

Type:

 ptr

Length:

 106

Default Value:

 None
Dependencies: Refers to a valid GL account

Required:

 Yes

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_IS_OFFSET

UI Field Name:

 Is offset?

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_DEPARTMENT

UI Field Name:

 Department

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid department

Required:

 No

Editable:

 Yes

Field Name:

 AR_ACCOUNTS_LOCATION

UI Field Name:

 Location

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid location

Required:

 No

Editable:

 Yes

Field Name:

 ADDGL_ACCOUNTS_LINE_NO

UI Field Name:

 Line no.

Field Name:

 ADDGL_ACCOUNTS_ITEM_GLGROUP

UI Field Name:

 Item GL Group

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid item GL group

Required:

 No

Editable:

 Yes

Field Name:

 ADDGL_ACCOUNTS_WAREHOUSE

UI Field Name:

 Warehouse

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid warehouse

Required:

 No

Editable:

 Yes

Field Name:

 ADDGL_ACCOUNTS_DEBIT_CREDIT

UI Field Name:

 Debit or credit

Type:

 enum

Default Value:

 None

Valid Values:

 Debit, Credit
Dependencies: None

Required:

 Yes

Editable:

 Yes

Field Name:

 ADDGL_ACCOUNTS_GLACCOUNT

UI Field Name:

 GL account

Type:

 ptr

Length:

 106

Default Value:

 None
Dependencies: Refers to a valid GL account

Required:

 Yes

Editable:

 Yes

Field Name:

 ADDGL_ACCOUNTS_IS_OFFSET

UI Field Name:

 Is offset?

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 ADDGL_ACCOUNTS_DEPARTMENT

UI Field Name:

 Department

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid department

Required:

 No

Editable:

 Yes

Field Name:

 ADDGL_ACCOUNTS_LOCATION

UI Field Name:

 Location

Type:

 ptr

Default Value:

 None
Dependencies: Refers to a valid location

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROP_LINE_NO

UI Field Name:

 Line no.

Field Name:

 ENTITY_PROP_ENTITY_NAME

UI Field Name:

 Entity name

Type:

 ptr

Length:

 100

Default Value:

 None
Dependencies: Refers to a valid location

Required:

 Yes

Editable:

 Yes

Field Name:

 ENTITY_PROP_DOC_SEQUENCE

UI Field Name:

 Numbering sequence

Type:

 ptr

Length:

 100

Default Value:

 None
Dependencies: Refers to a valid number sequence

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROP_PRESERVE_SEQNUM

UI Field Name:

 Preserve sequence numbers

Type:

 boolean

Default Value:

 false

Valid Values:

 true, false
Dependencies: ENTITY_PROP_DOC_SEQUENCE

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROP_INHERIT_SOURCE_DOCNO

UI Field Name:

 Inherit source document number

Type:

 boolean

Default Value:

 none

Valid Values:

 true, false
Dependencies: ENTITY_PROP_DOC_SEQUENCE

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROP_XSLTEMPLATE

UI Field Name:

 Document template

Type:

 ptr

Length:

 100

Default Value:

 None
Dependencies: Refers to a valid document template

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROP_SUBTOTAL_TEMPLATE_NAME

UI Field Name:

 Subtotal template

Type:

 Character

Length:

 100

Default Value:

 none
Dependencies: Refers to a valid Order Entry subtotal template

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROPS_SHOW_EXPANDED_SUBTOTALS

UI Field Name:

 Show expanded tax details

Type:

 boolean

Default Value:

 none

Valid Values:

 true, false
Dependencies: SHOW_SUBTOTALS is true

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROPS_OVERRIDE_TAX

UI Field Name:

 Line-item tax

Type:

 boolean

Default Value:

 none

Valid Values:

 true, false
Dependencies: SHOW_SUBTOTALS is true

Required:

 No

Editable:

 Yes

Field Name:

 ENTITY_PROPS_ENABLE_LINELEVEL_SIMPLETAX

UI Field Name:

 Enable line-level Simple Tax

Type:

 boolean

Default Value:

 none

Valid Values:

 true, false
Dependencies: SHOW_SUBTOTALS is true

Required:

 No

Editable:

 Yes

Field Name:

 EDIT_POLICY

UI Field Name:

 Edit policy

Type:

 enum

Default Value:

 No edit

Valid Values:

 No edit, Before printing, Draft only, All
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 DELETE_POLICY

UI Field Name:

 Delete policy

Type:

 enum

Default Value:

 No delete

Valid Values:

 No delete, Before printing, All
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 CREATE_POLICY

UI Field Name:

 Create policy

Type:

 enum

Default Value:

 New document or convert

Valid Values:

 New document or convert, Convert only

Required:

 No

Editable:

 Yes

Field Name:

 TD_CREATION_RULE

UI Field Name:

 Create transactions in

Type:

 text

Default Value:

 Top level or entity

Valid Values:

 Top level or entity, Top level only, Entity only

Required:

 No

Editable:

 Yes

Field Name:

 ALLOW_EDIT_CUST_VEND

UI Field Name:

 Allow edit of

Type:

 text

Default Value:

 Never

Valid Values:

 Always, Except converted documents, Never

Required:

 No

Editable:

 Yes

Field Name:

 USER_BASED_PERMISSIONS

UI Field Name:

 Enable permissions for specific users or groups

Type:

 boolean

Default Value:

 None

Valid Values:

 true, false
Dependencies: None

Required:

 No

Editable:

 Yes

Field Name:

 UG_PERM_LINE_NO

UI Field Name:

 Line no.

Field Name:

 UG_PERM_ACCESS_RIGHT

UI Field Name:

 Access rights

Type:

 enum

Default Value:

 None

Valid Values:

 Allow, Deny
Dependencies: None

Required:

 Yes if the USER_BASED_PERMISSIONS field is provided

Editable:

 Yes

Field Name:

 UG_PERM_USER_GROUP_NAME

UI Field Name:

 Group or user

Type:

 text

Default Value:

 None

Valid Values:

 Alphanumeric and underscore
Dependencies: Refers to a valid user or group

Required:

 Yes if the USER_BASED_PERMISSIONS field is provided

Editable:

 Yes