Sales Order

Internal ID: salesorder

Fields

Internal IDTypenlapiSubmitFieldLabelRequiredHelp
allowemptycards checkbox false Credits false
althandlingcost currency false Handling Cost false The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists > Shipping Items and select the shipping method with the handling cost you want to change.
altsalestotal currency false Total (Alt. Sales) false The alternate sales amount total is shown here.
altshippingcost currency false Shipping Cost false The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to Lists > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates, shipments over 150lbs are broken up into shipments less than or equal to 150lbs for charging.
authcode text false Auth. Code false
balance currency false Balance false
billaddr1 text false Billing Address Line 1 false
billaddr2 text false Billing Address Line 2 false
billaddr3 text false Billing Address Line 3 false
billaddress address false Bill To false
billaddressee text false Billing Addressee false
billaddresslist select false Bill To Select false Select the appropriate billing address for this transaction. * Select New to enter a new billing address to be used for this transaction and saved with the associated entity record. * Select Custom to enter a new billing address to be used for this transaction only (and not saved with the associated entity record). * Click the Edit icon to modify an existing billing address.
billattention text false Billing Attention false
billcity text false Billing Address City false
billcountry text false Billing Address Country false
billingaddress summary false false
billingschedule select false Billing Schedule false
billisresidential text false Shipping address is residential false
billphone text false Billing Phone false
billstate text false Billing Address State false
billzip text false Billing Address Zip Code false
ccapproved checkbox false Credit Card Approved false Place a check mark in this box only after the credit card charge has been validated outside NetSuite, such as by a card-swipe terminal. If you have a NetSuite merchant account, then this field is automatically filled as soon as the charge is approved.
ccavsstreetmatch select false AVS Street Match false This field shows the Address Verification Services (AVS) result code returned to credit card processor when a credit card transaction takes place. The possible codes are: 1. Y – The address information submitted did match. 2. N – The address information submitted did not match. 3. X – The credit card company does not support AVS, or no information was returned to the procesor.
ccavszipmatch select false AVS Zip Match false This field shows the Address Verification Services (AVS) result code returned to the credit card processor when a credit card transaction takes place. The possible codes are: 1. Y – The address information submitted did match. 2. N – The address information submitted did not match. 3. X – The credit card company does not support AVS, or no information was returned.
ccexpiredate ccexpdate false Expires (MM/YYYY) false Enter the credit card's expiration date using this format: MM/YYYY.
cchold text false Detail false
ccholdetails textarea false Detail false
cciavsmatch select false IAVS Match false
ccname text false Name on Card false NetSuite enters the cardholder name from the default credit card on the customer's record. If the field contains no value or the wrong value, check the customer's record at <_TABNAME=LIST_CUSTJOB_> > <_TASKCATEGORY=LIST_CUSTJOB_> > Customers. On the Financial subtab of the customer's record, verify that the Cardholder Name field contains the correct information.
ccnumber ccnumber false Credit Card # false If payment is by credit card, enter the card number here. Enter numbers only, without spaces. NetSuite is a secure site. If a NetSuite merchant gives a customer access to view payment information, only that merchant and that customer will be able to see this number.
ccprocessoraccount text false Credit Card Processing Profile false
ccsecuritycode text false CSC false Enter the three-digit security code from the back of the customer's credit card.
ccsecuritycodematch select false CSC Match false This field shows the Card Security Code (CSC) result code returned to the credit card processor when a credit card transaction takes place. The possible codes are: 1. Y - The code submitted did match. 2. N - The code submitted did not match. 3. X - The credit card company does not support CSC, or no information was returned.
ccstreet text false Card Street false NetSuite enters the street address from the customer's billing address. If the field contains no value or the wrong value, check the customer's record at <_TABNAME=LIST_CUSTJOB_> > <_TASKCATEGORY=LIST_CUSTJOB_> > Customers. On the Address subtab of the customer's record, make sure the default billing address contains the correct street address.
cczipcode text false Card Zip Code false NetSuite enters the zip or postal code from the customer's billing address. If the field contains no value or the wrong value, check the customer's record at <_TABNAME=LIST_CUSTJOB_> > <_TASKCATEGORY=LIST_CUSTJOB_> > Customers. On the Address subtab of the customer's record, make sure the default billing address contains the correct zip or postal code.
class select false Class false
consolidatebalance currency false Consolidated Balance false
couponcode select false Coupon Code false
createddate datetime false false
createdfrom select false Created From false The opportunity or estimate used to create this sales order is shown here. Click the name to view the opportunity or estimate record.
creditcard select false Credit Card Select false Select a credit card stored on the customer record to use as the payment method for this sale. Click New to add a new credit card. For details on credit cards on record, view the customer record at <_TABNAME=LIST_CUSTJOB_> > <_TASKCATEGORY=LIST_CUSTJOB_> > Customers.
creditcardprocessor select false Credit Card Processor false Select a payment processing profile. For details about payment processing profiles, click Help and read Setting Up Credit Card Processing Profiles in NetSuite.
currency select false Currency true If you do not use the Multi-Currency Customers feature, the currency of the customer you are creating this transaction for is shown here. If you use the Multi-Currency Customers feature, select the transaction currency you want to create this transaction in. This customer's primary currency is selected by default. If you have already selected items on this transaction, selecting a new currency refreshes them to show the price in the new currency (except for items you entered custom prices for) and recalculates tax and gross profit.
currencyname text false Currency false This customer's currency is shown in this field. All currency amounts on this transaction are shown in this currency.
currencysymbol text false Currency Symbol false
customercode text false Customer Code false
customform select false Custom Form true If you customized a sales order form, select it here, or click New to customize a new sales order form.
debitcardissueno text false Issue No. false If the card is a debit card, enter the card's issue number.
deferredrevenue currency false Deferred Revenue false Deferred Revenue: amount of revenue deferred on this transaction
department select false Department false
discountitem select false Discount Item false You can select a discount for this transaction. NetSuite fills the Rate and Discount Total fields based on the discount you choose. Leave this field blank if you do not want to apply a discount to this transaction. For details on existing discount items, go to <_TABNAME=LIST_ITEM_> > <_TASKCATEGORY=LIST_ITEM_> > Items and select Discount in the type field in the footer. To create new discount items, go to <_TABNAME=EDIT_ITEM_> > <_TASKCATEGORY=EDIT_ITEM_> > Items > New and click Discount.
discountrate rate false Rate false NetSuite enters the rate for the discount item you selected. You can change the discount rate for this transaction. To have the discount subtracted from your total, enter a negative currency amount (for example -10.00) or a negative percentage (for example -10%).
discounttotal currency false Discount Item false NetSuite enters the amount discounted on this sales order. If this discount item is taxable, the discount is applied before taxes. If it is not taxable, the discount is applied after taxes.
draccount select false Deferred Revenue Reclassification Account false Select the deferred revenue account to post revenue reclassification amounts generated by revenue reclassification journal entries.
email emails true false
enddate date false End Date false If this order has an end date, enter or pick it here. If a sales order includes a Start Date and End Date, those dates autofill on the invoice or cash sale when the order is billed.
entity select false Customer true Select the customer. If you use Projects, you can select a customer or a customer project. If you use Advanced Projects, select the customer here and enter the project in the Project field. Go to <_TABNAME=LIST_CUSTJOB_> > <_TASKCATEGORY=LIST_CUSTJOB_> > Customers for details about existing customers.
entitynexus select false Nexus false
estgrossprofit currency false Est. Gross Profit false Estimated Gross Profit: Read-only field that equals the revenue amount minus the Est. Cost. At the transaction level, it equals the gross profit of all lines, factoring transaction-level discounts and markups.
estgrossprofitpercent percent false Est. Gross Profit Percent false Estimated Gross Profit Margin, as a percentage: Read-only field that equals the Est. Gross Profit divided by revenue, expressed as a percentage. At the transaction level, it equals the gross profit percent of all lines, factoring transaction-level discounts and markups.
exchangerate currency2 false Exchange Rate true The currency's exchange rate is shown in this field. You can edit the exchange rate for this transaction only, or you can update the currency record with the exchange rate you enter here.
excludecommission checkbox true Exclude Commissions false Check this option to exclude this transaction and its subordinate transactions from inclusion in all commission calculations.
externalid text false ExternalId false
fob text false FOB false Enter the location where the customers technically acquire ownership. For example, if your customers own goods as soon as they ship and pay the shipping costs from your location to theirs, you might enter Our warehouse.
fxaccount select false Foreign Currency Adjustment Revenue Account false Select the revenue account to use to post foreign currency adjustments that result when exchange rates are different for billing and revenue postings for this transaction. You must select an income account.
getauth checkbox false Get Authorization false Check this box only if you have a merchant account with NetSuite. When you click Save, NetSuite sends a request to your payment gateway to process the request according to the processing profile settings. Note: If the payment processing profile supports sales and does not support authorization, the gateway performs a sale operation, and the collected funds are associated with the sales order as a customer deposit.
giftcertapplied currency false Gift Certificate false
handlingcost currency false Handling Cost false The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to <_TABNAME=LIST_SHIPITEM_> > <_TASKCATEGORY=LIST_SHIPITEM_> > Shipping Items and select the shipping method with the handling cost you want to change.
handlingtax1rate text false Handling Tax Rate false This field shows that tax rate for the handling tax code selected.
handlingtaxcode select false Handling Tax Code false Select the tax code that should apply to any handling charges on this order.
ignoreavs checkbox false Ignore AVS false Check the Ignore AVS box to ignore the results of the Address Verification System (AVS) pre-authorization check. If you choose to ignore the AVS check, when a customer's address information does not match the billing address of the credit card account, then Cybersource still processes the payment.
ignorecsc checkbox false Ignore CSC false
inputpnrefnum text false false
intercostatus select false Intercompany Status false Intercompany Transaction Status can be: * Linked - intercompany order has been paired with an intercompany order in another subsidiary. * Pending - iintercompany order has not been paired with a corresponding order in another subsidiary. * Rejected - intercompany purchase order or vendor return authorization cannot be paired with a sales order or return authorization because it contains incorrect information, such as subsidiary, currency, amount, or other detail.
intercotransaction select false Paired Intercompany Transaction false Identifies the intercompany order in another subsidiary that this order is paired with. Order pairs include Sales Order/Purchase Order and Vendor Return Authorization/Return Authorization.
isbasecurrency checkbox false Base Currency false
isdefaultshippingrequest text false Default false
ismultishipto checkbox false Enable Item Line Shipping false Check this box to enter multiple shipping routes on this order. In the Ship To field, select a shipping address for the customer. The Default Billing address, from the customer record, is automatically displayed in the field. You can add a New address which is saved to the customer record, or enter a Custom address, which only stays on the transaction, and is not saved to the customer record. In the Ship Via field, select the shipping method you want to use for that address.
ispurchasecard text false Override Hold false
isrecurringpayment checkbox false Recurring Payment false This box is checked if this cash sale was generated from a sales order for a recurring payment. Payments marked as recurring can be successfully processed even if the credit card expires during the billing schedule. You should not check this box for standalone cash sales. You should only check this box for transactions with recurring payments. It can be used for cash sale sales orders with billing schedules or memorized cash sale sales order.
istaxable checkbox false Taxable false
lastmodifieddate datetime false false
leadsource select false Lead Source false Select the lead source associated with this transaction. If you use the Marketing Automation feature, select the campaign you want to associate with this transaction's revenue.
linkedtrackingnumbers text false Tracking # false
location select false Location false
memo text true Memo false If you wish, enter a memo to describe this sales order. It will appear on reports such as the 2-line Sales Orders register.
message textarea false Customer Message false The text of the customer message you select in the Select Message field appears here. You can edit the message or enter a new customer message for only this transaction.
messagesel select false Select Message false Select a customer message to appear on this form. For example, you may add "Thank you for your business!" Choose from the list of existing customer messages stored in Accounting Lists. The text of the selected message appears in the Customer Message field. In this field, you can optionally edit the message or enter a new customer message for only this transaction. To add messages to appear in the Select Message field, go to <_TABNAME=LIST_ACCOUNTINGOTHERLIST_> > <_TASKCATEGORY=LIST_ACCOUNTINGOTHERLIST_> > Accounting Lists > New and click Customer Message.
muccpromocodeinstance text false Promo Code false
nexus select false Nexus false
onetime currency2 false One Time false
opportunity select false Opportunity false If you are entering this transaction for an opportunity, select the opportunity. You can create opportunity records at <_TABNAME=EDIT_TRAN_OPPRTNTY_> > <_TASKCATEGORY=EDIT_TRAN_OPPRTNTY_> > Create Opportunities.
orderstatus select false Status true The default status for your sales orders was set up by your company on the Company Preference page. If your company uses the approval process for sales orders, Pending Approval is your default. If your company does not use the approval process, Pending Fulfillment is your default. You can change the status for each sales order here if needed.
otherrefnum text false PO # false If your customer is paying by check, enter the number here. If your customer is issuing a purchase order, enter the PO number here.
overridehold checkbox false Override Hold false
overrideholdchecked checkbox false Override Hold false
overrideshippingcost float false Default false
partner select true Partner false Select a partner to associate with this transaction. To view a list of existing partner records, go to Lists > Partners.
paymenteventdate datetime false Override Hold false
paymenteventholdreason select false Reason false
paymenteventpurchasedatasent text false Override Hold false
paymenteventresult select false Status false
paymenteventtype text false Override Hold false
paymenteventupdatedby text false Override Hold false
paymentmethod select false Payment Method false Select your customer's payment method here. If you use the Google Checkout Integration feature, this field is view-only. Orders generated from Google Checkout display your Google Checkout Account name as the payment method.
paypalauthid text false Authorization ID false
paypalprocess checkbox false Process PayPal Payment false
paypalstatus text false PayPal Status false
paypaltranid text false PayPal Tran. ID false
pnrefnum text false P/N Ref. false Payment request message identifier appears here once payment is authorized.
promocode select false Promotion false If you want to apply a multiple-use coupon code to this transaction, select the promotion here. If you want to apply a single-use coupon code, enter the code in the Coupon Code field. The promotion for that coupon code is shown here. Customers associated with a partner can only use coupon codes from that partner's promotions. If you select a promotion associated with a partner, this transaction is attributed to that partner for reporting purposes. You can choose to have a promotion selected by default at <_TABNAME=TRAN_CAMPAIGNSETUP_> > <_TASKCATEGORY=TRAN_CAMPAIGNSETUP_> > Marketing Preferences in the Default Promotion Code on Sales Transactions field. Create new promotion codes at <_TABNAME=LIST_REFERRALCODE_> > <_TASKCATEGORY=LIST_REFERRALCODE_> > Promotions > New.
promocodepluginimpl text false Promo Code false
recognizedrevenue currency false Recognized Revenue false Recognized Revenue: cumulative amount of revenue recognized for this transaction
recurannually currency2 false Annually false
recurmonthly currency2 false Monthly false
recurquarterly currency2 false Quarterly false
recurweekly currency2 false Weekly false
returntrackingnumbers text false Return Tracking # false
revcommitstatus text false Rev. Commit. Status false This field provides information about Revenue Commitment(s) in the case of a Sales Order or Revenue Commitment Reversal(s) in the case of a Return Authorization. If you uncheck the Rev Rec on Rev Commit. Field, the Rev. Commit. Status field displays information about the related Invoice(s) or Credit Memo(s). The possible values for this field and definitions are as follows: 1. Pending Commitment - No related revenue transactions have been created. 2. Partially Committed - Some related revenue transactions have been created. 3. Committed - All related revenue transactions have been created.
revenuestatus text false Revenue Status false The possible values for this field are: 1. Pending: indicates that no recognition has occurred. All revenue is still deferred. 2. In Progress: indicates that some recognition has occurred. 3. Completed: indicates that all recognition has occurred. No deferred revenue remains.
revreconrevcommitment checkbox false Rev Rec on Rev Commit. false Check this check box to create a Revenue Commitment or Revenue Commitment Reversal. * On a Sales Order, the Revenue Commitment replaces an invoice * On a Return Authorization, the Revenue Commitment Reversal replaces a credit memo. NetSuite creates all applicable Revenue Recognition schedules the Revenue Commitment or Revenue Commitment Reversal.
saleseffectivedate date false Sales Effective Date false You can change the sales effective date for this transaction. The sales effective date determines which commission plan and historical sales team this transaction applies to.
salesgroup select false Choose Team false Select a sales team to associate with this transaction. To create a sales team, go to <_TABNAME=EDIT_CRMGROUP_> > <_TASKCATEGORY=EDIT_CRMGROUP_> > New > Select Sales Team Members.
salesrep select true Sales Rep false NetSuite inserts the sales representative associated with this company on the customer record at Lists > Customers. If a different sales rep is assigned to this transaction, select that sales rep here. To add additional sales reps to this list, go to Lists > New Employee.
shipaddr1 text false Shipping Address Line 1 false
shipaddr2 text false Shipping Address Line 2 false
shipaddr3 text false Shipping Address Line 3 false
shipaddress address false Ship To false
shipaddressee text false Shipping Addressee false
shipaddresslist select false Ship To Select false Select the appropriate shipping address for this transaction. * Select New to enter a new shipping address to be used for this transaction and saved with the associated entity record. * Select Custom to enter a new shipping address to be used for this transaction only (and not saved with the associated entity record). * Click the Edit icon to edit an existing shipping address.
shipattention text false Shipping Attention false
shipcity text false Shipping Address City false
shipcomplete checkbox false Ship Complete false Check this box if you want to ship this order when there are enough items available to fully fulfill the orders. When fulfilling orders in bulk, you can filter the list to include those orders marked Ship Complete that can be completely fulfilled by selecting Respect Ship Complete in the Filter By field.
shipcountry text false Shipping Address Country false
shipdate date false Ship Date false Type or pick a shipping date for this order.
shipisresidential text false Shipping address is residential false
shipmethod select false Shipping Method false Select a shipping method for this order. If you automatically charge for shipping, the shipping amount is entered in the shipping costs field. To automatically charge for shipping, go to <_TABNAME=ADMI_ACCTSETUP_> > <_TASKCATEGORY=ADMI_ACCTSETUP_> > Accounting Preferences. On the Ordering/Shipping subtab, and check the Charge for Shipping box. You must also set up the charge details of your shipping items. To add or edit shipping items, go to <_TABNAME=LIST_SHIPITEM_> > <_TASKCATEGORY=LIST_SHIPITEM_> > Shipping Items.
shipoverride text false false
shipphone text false Shipping Phone false
shippingaddress summary false false
shippingcost currency false Shipping Cost false The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to <_TABNAME=LIST_SHIPITEM_> > <_TASKCATEGORY=LIST_SHIPITEM_> > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates and a package is over 150lbs, the package is charged as multiple packages equal to or less than 150lbs.
shippingcostoverridden text false Shipping Cost Overridden false
shippingtax1rate text false Shipping Tax Rate false This field shows the tax rate for the shipping tax code selected.
shippingtaxcode select false Shipping Tax Code false Select the tax code that should apply to shipping for this order. The tax rate for this code shows below.
shipstate text false Shipping Address State false
shipzip text false Shipping Address Zip Code false
softdescriptor text false Soft Descriptor false
source text false Source false
startdate date false Start Date false If you use the Advanced Billing feature, enter the date for the first invoice to be created. If a sales order includes a Start Date and End Date, those dates autofill on the invoice or cash sale when the order is billed.
status text false false
statusRef text false false
subsidiary select false Subsidiary false This field displays the subsidiary associated with this transaction.
subtotal currency false Subtotal false This field shows the total of the items on this sales order. This is the total before any discounts, shipping cost, handling cost or tax is added to the order.
syncpartnerteams checkbox false Update Customer false Check this box if you want to update the sales team on the customer's record with changes you make here.
syncsalesteams checkbox false Update Customer false Check this box if you want to update the sales team on the customer's record with changes you make here.
taxitem select false Tax false A tax item is a tax that you collect at one certain rate and pay to one tax agency for this invoice. NetSuite inserts the tax item for this customer from the record at Lists > Customers. To change it just for this sale, select another tax item. To add additional choices to this list, go to Lists > New Item > Sales Tax Item.
taxrate float false Tax % false NetSuite inserts the percentage rate of the tax item from its record at Lists > Items. You can change it here for just this transaction if you wish.
taxtotal currency false Tax Total false NetSuite multiplies the tax rate by the taxable total of line items and enters it here.
terms select false Terms false Select terms that will apply to this sales order. To add additional choices to this list, go to <_TABNAME=LIST_ACCOUNTINGOTHERLIST_> > <_TASKCATEGORY=LIST_ACCOUNTINGOTHERLIST_> > Accounting Lists > New > Terms.
threedstatuscode text false Payer Authentication Status false
tobeemailed checkbox false To Be E-mailed false Check this box if you want to email this sales order. Then enter the email address in the space to the right of the check box. You can enter multiple email addresses by separating them with a semicolon. It is important to separate the addresses with only a semicolon and do not include any spaces.
tobefaxed checkbox false To Be Faxed false Check this box if you want to fax this transaction. Enter the fax number in the space to the right of the check box if it doesn't already appear. To fax NetSuite forms, an administrator must first set up fax service at <_TABNAME=ADMI_PRINTING_> > <_TASKCATEGORY=ADMI_PRINTING_> > Printing, Fax and Email Preferences.
tobeprinted checkbox true To Be Printed false Check this box if you want to save this in a queue of sales orders and picking tickets you can later chose to print. On new individual sales orders, you can click Save and Print to submit and print the sales order at once. On existing individual sales orders, you can click Print to submit and print the sales order at once.
total currency false Total false NetSuite computes the total of line items, tax and shipping costs, and then enters it here.
totalcostestimate currency false Est. Extended Cost false Estimated Cost: Estimated cost of the specific number of items; estimated rate x quantity = estimated cost.
trandate date false Date true NetSuite inserts today's date for the posting date of this sales order. You can type or pick another date. What you enter here determines the date range in which this transaction appears on the Sales Order Register. You can select or enter custom date ranges on registers.
tranid text false Order # false NetSuite increases the largest sales order number by one. If you wish, you can type another number. The next order number will revert to the standard pattern. Note: The maximum number of characters you can enter in this field is 45.
tranisvsoebundle checkbox false Transaction Is VSOE Bundle false Check this box to include all items on this transaction as a VSOE bundle. Note: If the Term Source for the Revenue Recognition Template used to allocate revenue is Rev Rec Dates Specified on Sales Order then NetSuite uses the Start and End Dates from the sales order to calculate the Revenue Recognition Schedule.
unbilledorders currency false Unbilled Orders false
validfrom ccvalidfrom false Valid From / Start Date (MM/YYYY) false Enter the date when this card first became valid. Use the format MM/YYYY.
vsoeautocalc checkbox false Auto Calculate VSOE Allocation false Check this box to automatically calculate allocation amounts when you save the transaction. Allocation determines the revenue amount for individual transaction lines.

Sublists

accountingbookdetail - Accounting Books

Internal IDTypeLabelRequired
accountingbook select Secondary Book false
exchangerate currency2 Exchange Rate true
revreconrevcommitment checkbox Rev Rec on Rev Commit. false
tranisvsoebundle checkbox Transaction Is VSOE Bundle false

item - Items

Internal IDTypeLabelRequired
altsalesamt currency Alt. Sales false
amortizationperiod text false
amortizationtype text false
amount currency Amount false
billvariancestatus text false
catchupperiod select false
chargetype text Charge Type false
commitinventory select Commit false
costestimate currency Est. Extended Cost false
costestimaterate rate false
costestimatetype select Cost Estimate Type false
createdpo select false
createpo select Create PO false
createwo checkbox Create WO false
daysbeforeexpiration text false
deferrevrec checkbox false
description textarea Description false
excludefromraterequest checkbox Exclude Item from Rate Request false
expectedshipdate date Expected Ship Date false
fromjob checkbox Project Item false
giftcertfrom text From false
giftcertmessage textarea Gift Message false
giftcertrecipientemail email Recipient Email false
giftcertrecipientname text Recipient Name false
id text false
inventorydetail summary Inventory Detail false
isclosed checkbox Closed false
isestimate checkbox Billable Estimate false
istaxable checkbox Tax false
isvsoebundle text false
item select Item true
itemsubtype text false
itemtype text false
licensecode textarea License Code false
line text false
linenumber integer false
locationautoassigned checkbox false
matrixtype text false
noautoassignlocation checkbox false
options namevaluelist Options false
orderpriority float Order Priority false
porate currency2 false
povendor text false
price select Price Level false
printitems text false
quantity float Quantity false
quantityavailable float false
quantitybackordered float Back Ordered false
quantitybilled float Invoiced false
quantitycommitted float Committed false
quantityfulfilled float Fulfilled false
quantityrevcommitted float Rev. Committed false
rate rate Unit Price false
rateschedule text false
revrecenddate date Rev. Rec. End Date false
revrecschedule select Rev. Rec. Schedule false
revrecstartdate date Rev. Rec. Start Date false
shipaddress select Ship To false
shipcarrier select Carrier false
shipmethod select Ship Via false
subscription select Subscription false
taxcode select Tax Code true
taxrate1 percent Tax Rate false
units select Units false
vsoeallocation currency Allocation Amount false
vsoeamount currency Calculated Amount false
vsoedeferral select Deferral false
vsoedelivered checkbox Delivered false
vsoeisestimate checkbox Estimate false
vsoepermitdiscount select Permit Discount false
vsoeprice currency2 Allocation Price false
vsoesopgroup select Allocation Type false

partners - Partners

Internal IDTypeLabelRequired
contribution percent Contribution % true
id text false
isprimary checkbox Primary false
partner select Partner true
partnerrole select Partner Role false
transaction text false

promotions - Promotions

Internal IDTypeLabelRequired
cannotbecombined text false
couponcode select Coupon Code true
discount select Discount Item false
discountrate rate Rate false
muccpromocodeinstance text Promo Code false
promocode select Promotion true
purchasediscount currency Purchase Discount false
shippingdiscount rtext Shipping Discount false

salesteam - Sales Team

Internal IDTypeLabelRequired
contribution percent Contribution % true
employee select Employee true
id text false
isprimary checkbox Primary false
issalesrep text false
salesrole select Sales Role true
transaction text false

shipgroup - Shipment

Internal IDTypeLabelRequired
destinationaddress text Ship To false
handlingrate currency Handling Rate false
id integer false
shippingcarrier text false
shippingmethod text Ship Via false
shippingrate currency Shipping Rate false
sourceaddress text Ship From false
weight float false

Tabs

NameLabel
address Address
custom Custom
history History
items Items
milestones Milestones
multipartner Partners
output Messages
payment Payment
revenue Revenue
shipping Shipping
teamselling Sales Team
workflow Workflow

Search Joins

Join IDJoin DescriptionActual Join Name
account Account Account
accountingperiod Accounting Period Accounting Period
billingaddress Billing Address Address
contactprimary Contact (Primary) Contact
customer Customer Customer
customermain Customer (Main Line) Customer
department Department Department
employee Employee Employee
expensecategory Expense Category Expense Category
inventorydetail Inventory Detail Inventory Detail
itemnumber Item Number Inventory Numbers
job Job Job
jobmain Job (Main Line) Job
leadsource Lead Source Campaign
location Location Location
messages Messages Message
payrollitem Payroll Item Payroll Item
requestor Requestor Employee
revision Revision Item Revision
salesrep Sales Rep Employee
subsidiary Subsidiary Subsidiary
task Task Task
vendor Vendor Vendor

Search Filters

Internal IDTypeLabel
account select Account
accounttype select Account Type
actualshipdate date Actual Ship/Receipt Date
altsalesamount currency Amount (Alt.Sales)
altsalesnetamount currency Amount (Alt.Sales Net)
amount currency Amount
amountpaid currency Amount Paid
amountremaining currency Amount Remaining
amountunbilled currency Amount Unbilled
anylineitem multiselect Item On Any Line
appliedtoforeignamount currency Applied To Link Amount (Foreign Currency)
appliedtoisfxvariance checkbox Applied To Is FxVariance
appliedtolinkamount currency Applied To Link Amount
appliedtolinktype select Applied To Link Type
appliedtotransaction select Applied To Transaction
applyingforeignamount currency Applying Link Amount (Foreign Currency)
applyingisfxvariance checkbox Applying Is FxVariance
applyinglinkamount currency Applying Link Amount
applyinglinktype select Applying Link Type
applyingtransaction select Applying Transaction
approvalstatus select Approval Status
authcode text Auth. Code
autocalculatelag checkbox Auto-calculate Lag
avsstreetmatch select AVS Street Match
avszipmatch select AVS Zip Match
billable checkbox Billable
billaddress textarea Billing Address
billaddressee text Billing Addressee
billattention text Billing Attention
billcity text Billing City
billcountry select Billing Country
billcounty text Billing County/State
billeddate date Date Billed
billingschedule select Billing Schedule
billingstatus checkbox Billing Status
billingtransaction select Billing Transaction
billphone phone Billing Phone
billstate select Billing State/Province
billvariancestatus select Bill Variance Status
billzip text Billing Zip
binnumber text Transaction Bin Number
binnumberquantity float Transaction Bin Quantity
bookspecifictransaction checkbox Book Specific Transaction
buildentireassembly checkbox Build Sub-Assemblies
buildvariance float Build Variance
built float Built
catchupperiod select Catch Up Period
cccustomercode text CC Customer Code
ccexpiredate date CC Expire Date
ccname text Credit Cardholder Name
ccnumber ccnumber Credit Card Number
class select Class
cleared checkbox Cleared
closed checkbox Closed
closedate date Date Closed
cogs checkbox COGS Line
commissioneffectivedate date Commission Effective Date
commit select Commit
confirmationnumber text Confirmation Number
contribution integer Contribution %
costcomponentamount currency Cost Component Amount
costcomponentcategory select Cost Component Category
costcomponentitem select Cost Component Item
costcomponentquantity float Cost Component Quantity
costcomponentstandardcost float Cost Component Standard Cost
costestimate currency Est. Extended Cost (Line)
costestimaterate currency Est. Unit Cost
costestimatetype select Cost Estimate Type
createdby select Created By
createdfrom select Created From
creditamount currency Amount (Credit)
cscmatch select CSC Match
currency select Currency
customersubof select Customer Sub of
customform select Custom Form
customgl checkbox Custom GL
custtype select Customer Category
datecreated datetime Date Created
daysopen integer Days Open
daysoverdue integer Days Overdue
debitamount currency Amount (Debit)
deferredrevenue currency Amount (Deferred)
deferrevrec checkbox Delay Rev. Rec.
department select Department
depositdate date Date Deposited/Refunded
deposittransaction select Deposit/Refund Transaction
draccount select Deferred Revenue Reclassification Account
duedate date Due Date/Receive By
email text Email
employee select Employee
enddate date End Date
entity select Name
entitystatus select Estimate/Opportunity Status
estgrossprofit currency Est. Gross Profit (Line)
estgrossprofitpct percent Est. Gross Profit Percent (Line)
exchangerate currency Exchange Rate
excludecommission checkbox Exclude Commissions
excludefromraterequest checkbox Exclude Item from Rate Request
expectedclosedate date Expected Close Date
expectedreceiptdate date Expected Receipt Date
expensedate date Expense Date
expreports select Expense Category
externalid select External ID
externalidstring text External ID (Text)
finchrg checkbox Finance Charge
firmed checkbox Firmed
forecasttype select Forecast Type
formuladate date Formula (Date)
formulanumeric float Formula (Numeric)
formulatext text Formula (Text)
fulfillingtransaction select Fulfilling/Receiving Transaction
fxaccount select Foreign Currency Adjustment Revenue Account
fxamount currency Amount (Foreign Currency)
fxcostestimate currency Est. Extended Cost (Line) (Foreign Currency)
fxcostestimaterate currency Est. Unit Cost (Foreign Currency)
fxestgrossprofit currency Est. Gross Profit (Line) (Foreign Currency)
fxtrancostestimate currency Est. Extended Cost (Transaction) (Foreign Currency)
fxvsoeallocation currency VSOE Allocation (Foreign Currency)
fxvsoeamount currency VSOE Amount (Foreign Currency)
fxvsoeprice currency VSOE Price (Foreign Currency)
gcoavailabeltocharge checkbox Available to Charge
gcoavailabletorefund currency Funds Available to Refund
gcoavsstreetmatch text AVS Street Match (Google)
gcoavszipmatch text AVS Zip Match (Google)
gcobuyeraccountage integer Buyer Account Age
gcobuyerip text Buyer IP Address
gcochargeamount currency Requested Charge Amount
gcochargebackamount currency Chargeback Amount
gcoconfirmedchargedtotal currency Charge Amount Confirmed
gcoconfirmedrefundedtotal currency Confirmed Refund Amount
gcocreditcardnumber text Credit Card (Google)
gcocscmatch text CSC Match (Google)
gcofinancialstate text Google Order Financial State
gcofulfillmentstate text Google Order Fulfillment State
gcoorderid text Google Order ID
gcoordertotal currency Google Order Total
gcopromotionamount currency Google Checkout Promotion Amount
gcopromotionname text Google Checkout Promotion
gcorefundamount currency Requested Refund Amount
gcoshippingtotal currency Google Shipping Total
gcostatechangeddetail text Reason for Cancellation
giftcertificate text Gift Certificate
grossamount currency Amount (Gross)
includeinforecast checkbox Include in Forecast
intercostatus select Intercompany Status
intercotransaction select Paired Intercompany Transaction
internalid select Internal ID
internalidnumber integer Internal ID (Number)
invsoebundle checkbox In VSOE Bundle
isallocation checkbox Is Allocation
isbackflush checkbox Backflush
isgcochargeback checkbox Chargeback
isgcochargeconfirmed checkbox Charge Confirmed
isgcopaymentguaranteed checkbox Payment Guaranteed by Google
isgcorefundconfirmed checkbox Refund Confirmed
isintercompanyadjustment checkbox Is Intercompany Adjustment
ispaypalmeth checkbox Is PayPal Payment Method
isreversal checkbox Is Reversal
isrevrectransaction checkbox Is Amortization/Revenue Recognition
isscrap checkbox Is Scrap
isshipaddress checkbox Residential Address
istransferpricecosting checkbox Use Item Cost as Transfer Cost
isvsoealloc checkbox VSOE Allocation Line
iswip checkbox WIP
item select Item
itemrevision select Item Revision
itemsubof select Item Sub of
lastmodifieddate datetime Date Last Modified
leadsource select Lead Source
location select Location
mainline checkbox Main Line
mainname select Main Line Name
matchbilltoreceipt checkbox Match Bill To Receipt
memo text Memo
memomain text Memo (Main)
memorized checkbox Memorized
merchantaccount text Credit Card Processor
message text Message
multisubsidiary checkbox Intercompany
netamount currency Amount (Net)
nextapprover select Next Approver
nextbilldate date Next Bill Date
nonreimbursable checkbox Non-reimbursable
number integer Number
onetimetotal currency One Time Total
opportunity select Opportunity
otherrefnum text PO/Check Number
packagecount integer Package Count
paidtransaction select Paid Transaction
partner select Partner
partnercontribution integer Partner Contribution %
partnerrole select Partner Role
partnerteammember select Partner Team Member
payingtransaction select Paying Transaction
paymenteventdate datetime Payment Event Date
paymenteventholdreason select Payment Event Hold Reason
paymenteventpurchasecardused checkbox Payment Event Purchase Card Used
paymenteventpurchasedatasent checkbox Payment Event Purchase Data Sent
paymenteventresult select Payment Event Result
paymenteventtype select Payment Event Type
paymentmethod select Payment Method
paypalpending checkbox Pending PayPal Authorization
paypalstatus text PayPal Payment Status
paypaltranid text PayPal Transaction ID
pnrefnum text P/N Ref
poastext text PO/Check ID
posting checkbox Posting
postingperiod period Period
pricelevel select Price Level
printedpickingticket checkbox Printed Picking Ticket
probability integer Probability
projectedamount currency Projected Total
promocode select Promotion
purchaseorder select Purchase Order
quantity float Quantity
quantitybilled float Quantity Billed
quantitycommitted float Quantity Committed
quantitypacked float Quantity Packed
quantitypicked float Quantity Picked
quantityrevcommitted float Quantity Rev. Committed
quantityshiprecv float Quantity Shipped/Received
recognizedrevenue currency Amount (Recognized)
recordtype text Record Type
recurannuallytotal currency Annually Total
recurmonthlytotal currency Monthly Total
recurquarterlytotal currency Quarterly Total
recurweeklytotal currency Weekly Total
revcommitstatus select Rev. Commit. Status
revcommittingstatus checkbox Revenue Committing Status
revcommittingtransaction select Revenue Committing Transaction
revenuestatus select Revenue Status
reversaldate date Reversal Date
reversalnumber text Reversal Number
revrecenddate date Rev. Rec. End Date
revreconrevcommitment checkbox Rev. Rec. On Rev. Committment
revrecstartdate date Rev. Rec. Start Date
revrecterminmonths integer Rev. Rec. Term in Months
saleseffectivedate date Sales Effective Date
salesorder select Sales Order
salesrep select Sales Rep
salesteammember select Sales Team Member
salesteamrole select Sales Team Role
schedulingmethod select Scheduling Method
serialnumber text Transaction Serial/Lot Number
serialnumbercost currency Transaction Serial/Lot Amount
serialnumbercostadjustment currency Transaction Serial/Lot Cost Adjustment
serialnumberquantity float Transaction Serial/Lot Number Quantity
shipaddress textarea Shipping Address
shipaddressee text Shipping Addressee
shipattention text Shipping Attention
shipcarrier select Shipping Carrier
shipcity text Shipping City
shipcomplete checkbox Ship Complete
shipcountry select Shipping Country
shipcounty text Shipping County/State
shipdate date Ship Date
shipgroup integer Ship Group
shipmethod select Ship Via
shipphone phone Shipping Phone
shipping checkbox Shipping Line
shiprecvstatus checkbox Fulfillment/Receipt Status
shiprecvstatusline checkbox Fulfillment/Receipt Status (Line Level)
shipstate select Shipping State/Province
shipto select Ship To
shipzip text Shipping Zip
source select Source
startdate date Start Date
status select Status
subscription select Subscription
subsidiary select Subsidiary
taxitem select Tax Item
taxline checkbox Tax Line
taxperiod period Tax Period
taxrate currency Rate
terms select Terms
title text Title
tobeemailed checkbox To Be Emailed
tobeprinted checkbox To Be Printed
tosubsidiary select To Subsidiary
totalamount currency Amount (Transaction Total)
trackingnumbers text Tracking Number
trancostestimate currency Est. Extended Cost (Transaction)
trandate date Date
tranestgrossprofit currency Est. Gross Profit (Transaction)
tranestgrossprofitpct percent Est. Gross Profit Percent (Transaction)
tranfxestgrossprofit currency Est. Gross Profit (Transaction) (Foreign Currency)
tranid text Number/ID
tranisvsoebundle checkbox Transaction Is VSOE Bundle
transactiondiscount checkbox Transaction discount
transactionlinetype select Transaction Line Type
transactionnumber text Transaction Number
transferlocation select To Location
transferorderquantitycommitted float Transfer Order Quantity Committed
transferorderquantitypacked float Transfer Order Quantity Packed
transferorderquantitypicked float Transfer Order Quantity Picked
transferorderquantityreceived float Transfer Order Quantity Received
transferorderquantityshipped float Transfer Order Quantity Fulfilled
type select Type
unit select Units
unitcostoverride currency Unit Cost Override
vendtype select Vendor Category
visibletocustomer checkbox Available In Customer Center
voided checkbox Voided
vsoeallocation currency VSOE Allocation
vsoeamount currency VSOE Amount
vsoedeferral select Deferral
vsoedelivered checkbox Delivered
vsoepermitdiscount select Permit Discount
vsoeprice currency VSOE Price
website select Web Site

Search Columns

Internal IDTypeLabel
abbrev text Abbrev. Type
account select Account
accounttype text Account Type
actualshipdate date Actual Ship/Receipt Date
altsalesamount currency Amount (Alt.Sales)
altsalesnetamount currency Amount (Alt.Sales Net)
amount currency Amount
amountpaid currency Amount Paid
amountremaining currency Amount Remaining
amountunbilled currency Amount Unbilled
appliedtoforeignamount currency Applied To Link Amount (Foreign Currency)
appliedtoisfxvariance checkbox Applied To Link Is FxVariance
appliedtolinkamount currency Applied To Link Amount
appliedtolinktype select Applied To Link Type
appliedtotransaction select Applied To Transaction
applyingforeignamount currency Applying Link Amount (Foreign Currency)
applyingisfxvariance checkbox Applying Link Is FxVariance
applyinglinkamount currency Applying Link Amount
applyinglinktype select Applying Link Type
applyingtransaction select Applying Transaction
approvalstatus select Approval Status
authcode text Auth. Code
autocalculatelag checkbox Auto-calculate Lag
avsstreetmatch text AVS Street Match
avszipmatch text AVS Zip Match
billable checkbox Billable
billaddress text Billing Address
billaddress1 text Billing Address 1
billaddress2 text Billing Address 2
billaddress3 text Billing Address 3
billaddressee text Billing Addressee
billattention text Billing Attention
billcity text Billing City
billcountry select Billing Country
billcountrycode text Billing Country Code
billeddate date Date Billed
billingamount currency2 Billing Amount
billingschedule select Billing Schedule
billingtransaction select Billing Transaction
billphone text Billing Phone
billstate text Billing State/Province
billvariancestatus text Bill Variance Status
billzip text Billing Zip
binnumber text Transaction Bin Number
binnumberquantity float Transaction Bin Quantity
buildentireassembly checkbox Build Sub-Assemblies
buildvariance float Build Variance
built float Built
catchupperiod text Catch Up Period
cccustomercode text CC Customer Code
ccexpdate mmyydate CC Expire Date
ccholdername text Credit Cardholder Name
ccnumber ccnumber Credit Card Number
ccstreet text Card Street
cczipcode text Card Zip Code
class select Class
classnohierarchy select Class (no hierarchy)
cleared checkbox Cleared
closed checkbox Closed
closedate date Date Closed
cogsamount currency2 COGS Amount
commissioneffectivedate date Commission Effective Date
commit select Commit
confirmationnumber text Confirmation Number
contribution percent Contribution %
contributionprimary percent Primary Sales Rep Contribution %
costcomponentamount currency Cost Component Amount
costcomponentcategory text Cost Component Category
costcomponentitem text Cost Component Item
costcomponentquantity float Cost Component Quantity
costcomponentstandardcost float Cost Component Standard Cost
costestimate currency Est. Extended Cost (Line)
costestimaterate currency Est. Unit Cost
costestimatetype text Cost Estimate Type
createdby select Created By
createdfrom select Created From
creditamount currency Amount (Credit)
cscmatch text CSC Match
currency select Currency
customform select Custom Form
customgl checkbox Custom GL
custtype select Customer Category
datecreated datetime Date Created
daysopen integer Days Open
daysoverdue integer Days Overdue
debitamount currency Amount (Debit)
deferredrevenue currency Amount (Deferred)
deferrevrec checkbox Delay Rev. Rec.
department select Department
departmentnohierarchy select Department (no hierarchy)
depositdate date Date Deposited/Refunded
deposittransaction select Deposit/Refund Transaction
discountamount currency Amount Discount
draccount text Deferred Revenue Reclassification Account
duedate date Due Date/Receive By
effectiverate currency2 Effective Rate
email email Email
enddate date End Date
entity select Name
entitystatus select Estimate/Opportunity Status
estgrossprofit currency Est. Gross Profit (Line)
estgrossprofitpct percent Est. Gross Profit Percent (Line)
estgrossprofitpercent percent Est. Gross Profit Percent (Transaction)
exchangerate currency2 Exchange Rate
excludecommission checkbox Exclude Commissions
excludefromraterequest checkbox Exclude Item from Rate Request
expectedclosedate date Expected Close
expectedreceiptdate date Expected Receipt Date
expensecategory select Expense Category
expensedate date Expense Date
externalid select External ID
firmed checkbox Firmed
forecasttype select Forecast Type
formulacurrency currency Formula (Currency)
formuladate date Formula (Date)
formuladatetime datetime Formula (Date/Time)
formulanumeric float Formula (Numeric)
formulapercent percent Formula (Percent)
formulatext text Formula (Text)
fulfillingtransaction select Fulfilling/Receiving Transaction
fxaccount text Foreign Currency Adjustment Revenue Account
fxamount currency Amount (Foreign Currency)
fxcostestimate currency Est. Extended Cost (Line) (Foreign Currency)
fxcostestimaterate currency Est. Unit Cost (Foreign Currency)
fxestgrossprofit currency Est. Gross Profit (Line) (Foreign Currency)
fxtrancostestimate currency Est. Extended Cost (Transaction) (Foreign Currency)
fxvsoeallocation currency VSOE Allocation (Foreign Currency)
fxvsoeamount currency VSOE Amount (Foreign Currency)
fxvsoeprice currency2 VSOE Price (Foreign Currency)
gcoavailabeltocharge currency Funds Available to Process
gcoavailabletorefund currency Funds Available to Refund
gcoavsstreetmatch text AVS Street Match (Google)
gcoavszipmatch text AVS Zip Match (Google)
gcobuyeraccountage integer Buyer Account Age
gcobuyerip text Buyer IP Address
gcochargeamount currency Pending Charges
gcochargebackamount currency Chargeback Amount
gcoconfirmedchargedtotal currency Charge Amount Confirmed
gcoconfirmedrefundedtotal currency Confirmed Refund Amount
gcocreditcardnumber text Credit Card (Google)
gcocscmatch text CSC Match (Google)
gcofinancialstate text Google Order Financial State
gcofulfillmentstate text Google Order Fulfillment State
gcoorderid text Google Order ID
gcoordertotal currency Google Order Total
gcopromotionamount currency Google Checkout Promotion Amount
gcopromotionname text Google Checkout Promotion
gcorefundamount currency Pending Refund Amount
gcoshippingtotal currency Google Shipping Total
gcostatechangeddetail text Reason for Cancellation
giftcert text Gift Certificate
grossamount currency Amount (Gross)
includeinforecast checkbox Include in Forecast
intercostatus select Intercompany Status
intercotransaction text Paired Intercompany Transaction
internalid select Internal ID
invsoebundle checkbox In VSOE Bundle
isallocation checkbox Is Allocation
isbackflush checkbox Backflush
isgcochargeback checkbox Chargeback
isgcochargeconfirmed checkbox Charge Confirmed
isgcopaymentguaranteed checkbox Payment Guaranteed by Google
isgcorefundconfirmed checkbox Refund Confirmed
isintercompanyadjustment checkbox Is Intercompany Adjustment
isreversal checkbox Is Reversal
isrevrectransaction checkbox Is Amortization/Revenue Recognition
isscrap checkbox Is Scrap
isshipaddress checkbox Residential Address
istransferpricecosting checkbox Use Item Cost as Transfer Cost
iswip checkbox WIP
item select Item
itemrevision select Item Revision
lastmodifieddate datetime Last Modified
lastviewed datetime Last Viewed
leadsource select Lead Source
line integer Line ID
linesequencenumber integer Line Sequence Number
location select Location
locationnohierarchy select Location (no hierarchy)
mainline text *
mainname select Main Line Name
matchbilltoreceipt checkbox Match Bill To Receipt
memo text Memo
memomain text Memo (Main)
memorized checkbox Memorized
merchantaccount select Credit Card Processor
message text Message
multisubsidiary checkbox Intercompany
netamount currency Amount (Net)
netamountnotax currency Amount (Net of Tax)
nextapprover select Next Approver
nextbilldate date Next Bill Date
nonreimbursable checkbox Non-reimbursable
onetimetotal currency One Time Total
opportunity select Opportunity
options namevaluelist Options
originator select Originator
otherrefnum text PO/Check Number
packagecount integer Package Count
paidamount currency2 Paid Amount
paidtransaction select Paid Transaction
partner select Partner
partnercontribution percent Partner Contribution %
partnerrole select Partner Role
partnerteammember select Partner Team Member
payingamount currency2 Paying Amount
payingtransaction select Paying Transaction
paymenteventdate datetime Payment Event Date
paymenteventholdreason text Payment Event Hold Reason
paymenteventpurchasecardused checkbox Payment Event Purchase Card Used
paymenteventpurchasedatasent checkbox Payment Event Purchase Data Sent
paymenteventresult text Payment Event Result
paymenteventtype text Payment Event Type
paymentmethod select Payment Method
paypalpending checkbox Pending PayPal Authorization
paypalstatus text PayPal Payment Status
paypaltranid text PayPal Transaction ID
payrollbatch text Payroll Batch
pnrefnum text P/N Ref
porate currency2 PO Rate
posting checkbox Posting
postingperiod select Period
pricelevel select Price Level
print text Print
probability percent Probability
projectedamount currency Projected Total
promocode select Promotion
purchaseorder select Purchase Order
quantity float Quantity
quantitybilled float Quantity Billed
quantitycommitted float Quantity Committed
quantitypacked float Quantity Packed
quantitypicked float Quantity Picked
quantityrevcommitted float Quantity Rev. Committed
quantityshiprecv float Quantity Fulfilled/Received
quantityuom float Quantity in Transaction Units
rate currency2 Item Rate
realizedgainpostingtransaction select Realized Gain Posting Transaction
recognizedrevenue currency Amount (Recognized)
recordtype text Record Type
recurannuallytotal currency Annually Total
recurmonthlytotal currency Monthly Total
recurquarterlytotal currency Quarterly Total
recurweeklytotal currency Weekly Total
revcommitstatus text Rev. Commit. Status
revcommittingtransaction select Revenue Committing Transaction
revenuestatus text Revenue Status
reversaldate date Reversal Date
reversalnumber text Reversal Number
revrecenddate date Rev. Rec. End Date
revreconrevcommitment checkbox Rev. Rec. On Rev. Committment
revrecstartdate date Rev. Rec. Start Date
rgaccount select Realized Gain Account
rgamount currency Realized Gain Amount
saleseffectivedate date Sales Effective Date
salesorder select Sales Order
salesrep select Sales Rep
salesteammember select Sales Team Member
salesteamrole select Sales Team Role
schedulingmethod text Scheduling Method
serialnumber text Transaction Serial/Lot Number
serialnumbercost currency Transaction Serial/Lot Number Amount
serialnumbercostadjustment currency Transaction Serial/Lot Number Cost Adjustment
serialnumberquantity float Transaction Serial/Lot Number Quantity
serialnumbers text Serial/Lot Numbers
shipaddress text Shipping Address
shipaddress1 text Shipping Address 1
shipaddress2 text Shipping Address 2
shipaddress3 text Shipping Address 3
shipaddressee text Shipping Addressee
shipattention text Shipping Attention
shipcarrier select Shipping Carrier
shipcity text Shipping City
shipcomplete checkbox Ship Complete
shipcountry select Shipping Country
shipcountrycode text Shipping Country Code
shipdate date Ship Date
shipgroup integer Ship Group
shipmethod select Ship Via
shipphone text Shipping Phone
shippingamount currency Amount (Shipping)
shiprecvstatusline checkbox Fulfilled/Received (Line Level)
shipstate text Shipping State/Province
shipto select Ship To
shipzip text Shipping Zip
signedamount currency Amount (Signed)
source select Source
startdate date Start Date
statusref select Status
subscription select Subscription
subsidiary select Subsidiary
subsidiarynohierarchy select Subsidiary (no hierarchy)
taxamount currency Amount (Tax)
taxcode select Tax Item
taxline checkbox Tax Line
taxperiod select Tax Period
taxtotal currency Amount (Tax Total)
terminmonths integer Rev. Rec. Term in Months
terms select Terms
title text Title
tobeemailed checkbox To Be Emailed
tobeprinted checkbox To Be Printed
tosubsidiary select To Subsidiary
tosubsidiarynohierarchy select To Subsidiary (no hierarchy)
total currency Amount (Transaction Total)
totalcostestimate currency Est. Extended Cost (Transaction)
trackingnumbers text Tracking Numbers
trandate date Date
tranestgrossprofit currency Est. Gross Profit (Transaction)
tranfxestgrossprofit currency Est. Gross Profit (Transaction) (Foreign Currency)
tranid text Number
tranisvsoebundle checkbox Transaction Is VSOE Bundle
transactiondiscount checkbox Transaction Discount
transactionlinetype select Transaction Line Type
transactionnumber text Transaction Number
transferlocation select To Location
transferorderitemline text Transfer Order Item Line Id
transferorderquantitycommitted float Transfer Order Quantity Committed
transferorderquantitypacked float Transfer Order Quantity Packed
transferorderquantitypicked float Transfer Order Quantity Picked
transferorderquantityreceived float Transfer Order Quantity Received
transferorderquantityshipped float Transfer Order Quantity Shipped
type select Type
unit text Units
unitcostoverride currency Unit Cost Override
vendtype select Vendor Category
visibletocustomer checkbox Available In Customer Center
vsoeallocation currency VSOE Allocation
vsoeamount currency VSOE Amount
vsoedeferral text Deferral
vsoedelivered checkbox Delivered
vsoepermitdiscount text Permit Discount
vsoeprice currency2 VSOE Price
website text Web Site

Transform Types

Target Record TypeField Defaults
cashsalecustomform,billdate
invoicecustomform,billdate
itemfulfillmentcustomform,nsi,shipgroup
returnauthorizationcustomform,cf
revenuecommitmentcustomform