Cash Sale

Internal ID: cashsale

Supports Custom Fields

Fields

Internal ID Type nlapiSubmitField Label Required Help
account select false false Click the button to the right and then select the account where you want to deposit the amount received.
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.
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.
asofdate date false As-Of Date false The date the cash sale takes effect.
authcode text false Auth. Code false If you have a NetSuite merchant account, then this field autofills with the authorization code as soon as the charge is approved. If you do not have a NetSuite merchant account, enter the authorization code you receive when the charge to the customer's credit card is validated outside of NetSuite, such as by a card-swipe terminal.
billaddress address false Bill To false The default billing address autofills this field from the customer's record. To enter a different address: * Select another address in the Bill To Select field. * Select New in the Bill To Select field to enter a new billing address to be used for this transaction and saved with the associated entity record. * Select Custom in the Bill To Select field 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 for the Bill To Select field to modify an existing billing address.
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.
billingaccount select false Billing Account false
billingaddress summary false false
billisresidential text false Shipping address is residential false
bulkprocsubmission select false Submission Id false
canhavestackable checkbox false Can have Stackable Promotions false
ccapproved checkbox false Credit Card Approved false Check this box in the following cases: * The transaction has been performed outside NetSuite, such as by a card-swipe terminal * You have validated the payment outside of NetSuite. For example, by contacting the payment gateway back office or by checking your bank account. If you have a NetSuite merchant account, then this field is automatically filled as soon as the transaction is approved. This field is also automatically checked and dimmed if you select a non-credit card payment method, such as cash or check.
ccavsstreetmatch select false AVS Street Match false This field shows the Address Verification Services (AVS) result code returned to VeriSign 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 VeriSign.
ccavszipmatch select false AVS Zip Match false This field shows the Address Verification Services (AVS) result code returned to VeriSign 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 VeriSign.
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
ccispurchasecardbin checkbox false Purchase Card BIN 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 Lists > Relationships > 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 card 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 VeriSign 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 to VeriSign.
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 Lists > Relationships > 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 Lists > Relationships > Customers. On the Address subtab of the customer's record, make sure the default billing address contains the correct zip or postal code.
chargeit checkbox false Charge Credit Card false If payment is by credit card, place a check mark in this box to process the credit card charge over the Internet. The effect is the same as swiping a card through a terminal. Funds will move if the card is accepted. If rejected, you will be told why. You must have previously set up a NetSuite merchant account for this to work.
checknumber text false Check # false
class select false Class false Select the class that applies to this sale. To create a new class, select New. For details on existing classes, go to Setup > Company > Classes.
cleared checkbox Cleared false
cleareddate date Date Cleared false
couponcode select false Coupon Code false If you are applying a single-use coupon to this transaction, enter that coupon code here. If you are applying a multiple-use coupon to this transaction, select the promotion in the Promotion field, and the coupon code is shown here.
createddate datetime false false
createdfrom select false Created From false This field shows the sales order this cash sale is created from. Click the link to open the sales order.
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 enter a new credit card.
creditcardprocessor select false Credit Card Processor false Select a credit card processor. For details about credit card processors, click Help and read Setting Up Credit Card Gateways 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 In this field, enter a Customer Code associated with your company credit card. If you use one credit card across several departments, you can assign a separate code to each department. The code can then be used to track where and how the card is being used. Note: This field shows only if you have enabled the Display Customer Code Field on Payment Info Page preference on the Set Up Web Site page. This option is available only with Level 2 Credit Card Processing. For more information, see the help topic Setting Up Customer Credit Card Processing.
customform select false Custom Form true If you customized a sales receipt form, select it here, or click New to customize a new sales receipt 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 Select a department to associate with this transaction. To create a new department, select New. For details on existing departments, go to Setup > Company > Departments.
discountitem select false Discount 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 Lists > Accounting > Items and select Discount in the type field in the footer. To create new discount items, go to Lists > Accounting > 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 cash refund. Enter the discount as a dollar amount like 10.00, or as a percentage like 10%.
discounttotal currency false Discount false NetSuite enters the amount discounted on this cash sale. If this discount item is taxable, the discount is applied before taxes. If it is not taxable, the discount is applied after taxes.
dynamicdescriptor text false Soft Descriptor false
email emails true false
enddate date false End Date false Type or pick the end date for this invoice.
entity select false Customer true Select the customer for this sale. If you are using projects, select the appropriate project rather than the master customer account. To create a new customer record, select New. For details on existing customers and projects, go to Lists > Relationships > Customers.
entitynexus select false Nexus false
entitytaxregnum select Tax Reg. Number false Select the customer's tax registration number associated with this cash sale.
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.
expcostdiscamount currency false Amount false The amount added to or taken away from the total shows here, based on what is selected in the Discount/Markup field.
expcostdiscount select false Discount/Markup false Select a discount or markup item to apply to billable expenses applied to this cash sale. The rate of discount or markup automatically fills in the Rate field and is calculated in the Total.
expcostdiscprint checkbox false Print false Check this box if you added a discount or markup to expenses and want to print it on the invoice.
expcostdiscrate rate false Rate false The rate of the discount or markup item selected shows here. This rate is applied to the billable expenses you select and calculated in the total for the cash sale.
expcostdisctaxable checkbox false Taxable false Place a check mark in this box if these expenses are taxable.
expcosttaxcode select false Tax Code false If expenses should be taxed, select the default tax code for all expenses. If expenses should not be taxed, select -Not Taxable-. You can edit individual expenses in the list below.
expcosttaxrate1 percent false Tax Rate false The tax rate of the code selected shows here.
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.
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 Lists > Accounting > Shipping Items and select the shipping method with the handling cost you want to change.
handlingmode select false Handling Mode false
handlingtax1rate text false Handling Tax Rate false The tax rate for this tax code is shown here.
handlingtaxcode select false Handling Tax Code false Select the tax code that determines the tax for handling charges.
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 Check this box to ignore the results of the CSC pre-authorization check and process the payment request when the security code information entered for a card does not match the information on the credit card account.
inputauthcode text false Input Auth. Code false
inputpnrefnum text false false
inputreferencecode text false Input P/N Ref. true
isbasecurrency checkbox false Base Currency 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 Place a check mark in this box if this order is taxable.
itemcostdiscamount currency false Amount false The amount added to or taken away from the total shows here, based on what is selected in the Discount/Markup field.
itemcostdiscount select false Discount/Markup false Select a discount or markup item to apply to billable items applied to this cash sale. The rate of discount or markup automatically fills in the Rate field and is calculated in the Total.
itemcostdiscprint checkbox false Print false Check this box if you added a discount or markup and want to print it on the invoice.
itemcostdiscrate rate false Rate false The rate of the discount or markup item selected shows here. This rate is applied to the billable items you select and calculated in the total for the cash sale.
itemcostdisctaxable checkbox false Apply Before Tax false Check the Apply Before Tax box to apply the markup to the price before you charge taxes. This applies to every billable item on the sale.
itemcosttaxcode select false Tax Code false If items should be taxed, select the default tax code for all items. If items should not be taxed, select -Not Taxable-. You can edit individual items in the list below.
itemcosttaxrate1 percent false Tax Rate false The tax rate of the code selected shows here.
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 true Choose the location you want to associate with this transaction. To create a new location, select New. For details on existing locations, go to Setup > Company > Locations.
memo text true Memo false Enter a memo to describe this cash sale. It will appear on reports such as the 2-line Undeposited Funds 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 Setup > Accounting > Accounting Lists > New, and click Customer Message.
muccpromocodeinstance text false Promo Code false
nexus select false Nexus false This field shows the nexus of the transaction. NetSuite automatically populates this field based on the nexus lookup logic. You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different nexus in the dropdown list, the corresponding tax registration number is automatically selected in the Subsidiary Tax Reg. Number field.
opportunity select false Opportunity false If you are entering this transaction for an opportunity, select the opportunity. You can create opportunity records at Transactions > Sales > Create Opportunities.
otherrefnum text false Check # false If your customer paid by check, enter the number here. It will appear on the Sales Receipt form.
outputauthcode text false Auth. Code false
outputreferencecode text false P/N Ref. false
overridehold checkbox false Override Hold false
overrideholdchecked checkbox false Override Hold false
partner select true Partner false The partner associated with this customer appears in the Partner field. You can change the partner for this transaction.
paymentcardcsc text false CSC false
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 the payment method for this sale. To add additional choices to this list, go to Setup > Accounting > Accounting Lists > New > Payment Method. If you use the Google Checkout Integration feature, orders from Google Checkout display your Google Checkout account as the payment method. You cannot change the value in this field.
paymentoperation text Payment Operation false
paymentoption select false Payment Option false
paymentprocessingprofile select false Payment Processing Profile false
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 If you accept credit card payments, the Verisign authentication code appears here once the payment is approved.
postingperiod select false Posting Period true Select the period you want to post this cash sale to. If a period is closed, you cannot post to that period.
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 Setup > Marketing > Marketing Preferences in the Default Promotion Code on Sales Transactions field. Create new promotion codes at Lists > Marketing > Promotions > New.
promocodepluginimpl text false Promo Code false
recognizedrevenue currency false Recognized Revenue false Recognized Revenue: cumulative amount of revenue recognized for this transaction
recurringbill checkbox false Recurring Bill false
returntrackingnumbers text false Return Tracking # false
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 for 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 Lists > Relationships > 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 > Relationships > 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 > Employees > Employees > New.
shipaddress address false Ship To false The default shipping address autofills this field from the customer's record at Lists > Customers. To enter a different address: * Select another address in the Ship To Select field. * Select New in the Ship To Select field to enter a new billing address.
shipaddresslist select false Ship To Select false Select the appropriate shipping address for this transaction. Select New to enter a new shipping address.
shipdate date false Ship Date false Enter or pick the date this item will ship.
shipisresidential text false Shipping address is residential false
shipmethod select false Ship Via 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 Setup > Accounting > Shipping. Check the Charge for Shipping box and click Save. You must also set up the charge details of your shipping items. To add or edit shipping items, go to Lists > Accounting > Shipping Items.
shipoverride text false 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 Lists > Accounting > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates, shipments over 150lbs are charged as separate packages weiging equal to or less than 150lbs each.
shippingcostoverridden text false Shipping Cost Overridden false
shippingtax1rate text false Shipping Tax Rate false The tax rate for this tax code is shown here.
shippingtaxcode select false Shipping Tax Code false Select the tax code that determines the tax charged for shipping.
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 bill to be created. If a cash sale is created from a sales order that includes a Start Date and End Date, those dates autofill on the cash sale when the order is billed.
status text false Status false
statusref text false false
subsidiary select false Subsidiary false This field displays the subsidiary associated with this transaction.
subsidiarytaxregnum select Tax Reg. Number false This field shows the tax registration number of the transaction nexus. NetSuite automatically populates this field based on the nexus lookup logic. You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different tax registration number in the dropdown list, the corresponding nexus is automatically selected in the Nexus field.
subtotal currency false Subtotal false This field shows the total of the items on this sales order. This is the total before any discount, shipping cost, handling cost or tax is added to the order.
syncpartnerteams checkbox false Update Customer false
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.
taxdetailsoverride checkbox Tax Details Override false Check this box to override the tax information on the Tax Details subtab of the transaction. Only roles with at least the Edit level of the Tax Details Tab permission can override the tax details.
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 sale. 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.
taxpointdate date false Tax Point Date false Tax point date is a legal requirement in many countries. It is the date of transaction that determines the taxability. It may be different from the transaction date that determines the GL impact. Specific rules then consider the reporting of transactions based on tax point date and other factors.
taxpointdateoverride checkbox false Override false
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.
taxregoverride checkbox Tax Registration Override false Check this box to override the values in the Nexus and Subsidiary Tax Reg. Number fields. Only roles with at least the Edit level of the Tax Details Tab permission can override the values that NetSuite automatically selects in these fields.
taxtotal currency false Tax Total false NetSuite multiplies the tax rate by the taxable total of line items and enters it here.
threedstatuscode text false Payer Authentication Status false
timediscamount currency false Amount false The amount added to or taken away from the total shows here, based on what is selected in the Discount/Markup field.
timediscount select false Discount/Markup false Select a discount or markup item to apply to billable time applied to this cash sale. The rate of discount or markup automatically fills in the Rate field and is calculated in the Total.
timediscprint checkbox false Print false Check this box if you added a discount or markup and want to print it on the invoice.
timediscrate rate false Rate false The rate of the discount or markup item selected shows here. This rate is applied to the billable time you select and calculated in the total for the cash sale.
timedisctaxable checkbox false Apply Before Tax false Check this box if the discount or markup item selected should be applied to the billable time you select before taxes are calculated for the cash sale.
timetaxcode select false Tax Code false If time should be taxed, select the default tax code for all time entries. If time should not be taxed, select -Not Taxable-. You can edit individual time entries in the list below.
timetaxrate1 percent false Tax Rate false The tax rate of the code selected shows here.
tobeemailed checkbox false To Be E-mailed false Check this box if you want to e-mail this receipt. Then enter the e-mail address in the space to the right of the check box. You can enter multiple e-mail addresses by separating them with semicolons. It is important to separate the addresses with only semicolons, and do not include any spaces.
tobefaxed checkbox false To Be Faxed false Check this box if you want to fax this cash sale receipt. 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 Setup > Company > Printing, Fax and E-mail Preferences.
tobeprinted checkbox true To Be Printed false Check this box if you wish to save this in a queue of sales receipts to print. Otherwise, you can click Print below to submit and print this sales receipt at once.
total currency false Total false NetSuite computes the total of line items, tax and shipping charges, 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.
trackingnumbers text false Additional Tracking # false Enter the shipment tracking number from the shipping company. If a tracking number is entered in the exact format used by UPS or FedEx and the transaction is saved, the tracking number will show on the transaction as a link to the UPS or FedEx website. You can click the link to check the status of the shipment.
trandate date false Date true NetSuite inserts today's date as the date of this cash sale. You can type or pick another date.
tranid text false Sale # false NetSuite increases the largest sale number by one. You can also type another number. Then, the next sale number reverts to the standard pattern. You can also enter non-numerical characters in this field. 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 added to this transaction as a VSOE bundle.
undepfunds radio false Undep. Funds false * If you receive payment by cash or check, click Undep. Funds. Once you deposit the money, you will need to go to Transactions > Make Deposits. * If you receive payment by credit card, click Account and select which account will be credited.
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 The VSOE allocation amount for a sale can be calculated automatically by checking the Auto Calculate VSOE Allocation box. Allocation is the process to determine the VSOE price for items on a sale. The total VSOE amount allocated is the revenue amount to be recognized for the bundle.

Sublists

accountingbookdetail - Accounting Books

Internal ID Type Label Required Help
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

expcost - Billable Expenses

Internal ID Type Label Required Help
amortizationperiod text false
amortizationtype text false
amount currency Bill Amount false
apply checkbox Apply false
billeddate date Date false
category text false
doc integer false
employee text false
job text false
line integer false
location select Location false
memo text Memo false If you wish, enter a memo to describe this cash sale. It will appear on reports such as the 2-line Undeposited Funds register.
originalamount currency Original Amount false
revrecenddate date Rev. Rec. End Date false
revrecschedule select Rev. Rec. Schedule false
revrecstartdate date Rev. Rec. Start Date false
taxable text false
taxcode select Tax Code true
taxrate1 percent Tax Rate false
url text false

item - Items

Internal ID Type Label Required Help
amortizationperiod text false
amortizationtype text false
amount currency Amount false
billvariancestatus text false
catchupperiod select false
chargetype select Charge Type false
costestimate currency Est. Extended Cost false
costestimaterate rate false
costestimatetype select Cost Estimate Type false
daysbeforeexpiration text false
deferrevrec checkbox false
description textarea Description false
excludefromraterequest checkbox Exclude Item from Rate Request 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
istaxable checkbox Tax false Place a check mark in this box if this order is taxable.
isvsoebundle text false
item select Item true
itemsubtype text false
itemtype text false
job select Project false
licensecode textarea License Code false
line text false
linenumber integer false
matrixtype text false
options namevaluelist Options false
price select Price Level false
printitems text false
quantity float Quantity false
quantityavailable float false
quantityremaining float Back Ordered false
rate rate Rate 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 Shipping Carrier false
shipmethod select Ship Via false
subscriptionline select Subscription Line 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

itemcost - Billable Items

Internal ID Type Label Required Help
amortizationperiod text false
amortizationtype text false
amount currency Total false
apply checkbox Apply false
billeddate date Date false
binnumbers textarea Bin Numbers false
cost currency2 Rate false
doc integer false
item text false
itemcostcount text Qty false
job text false
line integer false
location select Location false
memo text Description false
options namevaluelist Options false
rateschedule text false
revrecenddate date Rev. Rec. End Date false
revrecschedule select Rev. Rec. Schedule false
revrecstartdate date Rev. Rec. Start Date false
serialnumbers textarea Serial/Lot Numbers false
taxable text false
taxcode select Tax Code true
taxrate1 percent Tax Rate false
unit text false
url text false

partners - Partners

Internal ID Type Label Required Help
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 ID Type Label Required Help
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 ID Type Label Required Help
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 ID Type Label Required Help
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

taxdetails - Tax Detail

Internal ID Type Label Required Help
calcdetail textarea Details false
linename text Name false
linetype text Line type false
netamount currency Net Amount false
taxamount currency Tax Amount true
taxbasis currency Tax Basis true
taxcode select Tax Code true
taxdetailsreference text Tax Details Reference false
taxrate percent Tax Rate true
transaction select Transaction false

time - Billable Time

Internal ID Type Label Required Help
amortizationperiod text false
amortizationtype text false
amount currency Amount false
apply checkbox Apply false
billeddate date Date false
doc text false
item text Item false
job text false
memo text Description false
rate currency2 Rate false
rateschedule text false
revrecenddate date Rev. Rec. End Date false
revrecschedule select Rev. Rec. Schedule false
revrecstartdate date Rev. Rec. Start Date false
taxable text false
taxcode select Tax Code true
taxrate1 percent Tax Rate false
unit text false
url text false

Tabs

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

Search Data

Transaction

Transform Types

Target Record Type Field Defaults
cashrefund customform
customsale
returnauthorization customform,cf