Order Entry Transactions - Sage Intacct Data Target Requirements

DataBlend supports the API calls to Create and Update Order Entry records within Sage Intacct leveraging the Sage Intacct SDK. In addition, Custom Fields can be added for data that is unique to your business practices.

Order Entry transactions are the records of customer orders, including quotes, orders, invoices, and more.

DataBlend Query Object (SDK)	Sage Intacct Object (API)	Sage Intacct UI Name	Required	Notes
RECORDNO	RECORDNO	Record Number	Yes/Optional	Required for Update. Expected value is integer
BASECURR	BASECURR	Base currency	Optional	Base currency code. Expected value is free text
BILLINGTEMPLATE	BILLINGTEMPLATE	Billing template	Optional	Expected value is free text
BILLTO	BILLTO	Bill to contact	Optional	Related Contact Name to be used for the Bill To contact on the transaction
BUNDLENUMBER	BUNDLENUMBER	Bundle number	Optional	Expected value is free text
CLASSID	CLASSID	Class	Optional	Class ID. Expected value is free text
CONTRACTID	CONTRACTID	Contract ID	Optional	Contract ID. Expected value is free text (20)
CREATEDFROM	CREATEDFROM	Converted from	Optional	Order Entry transaction document number to convert from. Expected value is free text (30)
CUSTOMERID	CUSTOMERID	Customer ID	Yes	Unique ID for the Customer record. This can be manually set or auto-numbered based on Intacct settings
CURRENCY	CURRENCY	Currency	Optional	Transaction currency code. Expected value is free text
CUSTOMERPONUMBER	CUSTOMERPONUMBER	Customer PO number	Optional	Customer’s purchase order number. Expected value is free text.
DATECREATED	DATECREATED	Transaction date	Yes	Transaction date in format `mm/dd/yyyy`.
DATEDUE	DATEDUE	Due date	Optional	Due date in format `mm/dd/yyyy`. Required if not using `termname`.
DATEPOSTED	DATEPOSTED	GL posting date	Optional	GL posting date in format `mm/dd/yyyy`.
DEPARTMENTID	DEPARTMENTID	Department	Optional	Department ID. Expected value is free text
DISCOUNTPERCENT	DISCOUNTPERCENT	Discount percentage	Optional	Expected value is decimal
DISCSURCHARGEMEMO	DISCSURCHARGEMEMO	Discount/surcharge memo	Optional	Expected value is free text
DOCUMENTNO	DOCUMENTNO	Document number	Optional	Leave blank to use auto numbering if set in definition. Expected value is free text
DROPSHIP	DROPSHIP	Available for drop ship	Optional	Check box. Expected value is boolean. `false` - No, `true` - Yes
EMPLOYEEID	EMPLOYEEID	Employee	Optional	Employee ID. Expected value is free text
EXCHRATE	EXCHRATE	Exchange rate	Optional	Exchange rate value. Do not use if `exchangeratetype` is set. Expected value is decimal
EXCHRATEDATE	EXCHRATEDATE	Exchange rate date	Optional	Exchange rate date. Expected value is date
EXCHRATETYPE	EXCHRATETYPE	Exchange rate type	Optional	Do not use if `exchrate` is set. (Leave blank to use `Intacct Daily Rate`). Expected value is free text (40)
EXTERNALID	EXTERNALID		Optional	External ID. Expected value is free text
FULFILLMENTSTATUS	FULFILLMENTSTATUS	Fulfillment Status	Optional	Expected value is free text
ITEMDESC	ITEMDESC	Item description	Optional	Expected value is free text
ITEMID	ITEMID	Item ID	Optional	Record Name
KEY	DOCID	Document ID	Yes for Update	Document ID to update. Must be the docparid "-" docid (ex: Sales invoice-1234)
LINENO	LINE_NO	Line number	Yes/Optional	Required for Update. Expected value is integer
LINELEVELSIMPLETAXTYPE	LINELEVELSIMPLETAXTYPE	Simple tax rate	Optional	Simple tax rate to apply at the line level. Available only if Enable subtotals and Enable line level Simple Tax are enabled for the transaction definition.
LOCATIONID	LOCATIONID	Location	Optional	`LOCATIONID` of an active location. Required if company is multi-entity enabled.
MEMO	MEMO	Memo	Optional	Expected value is free text
MESSAGE	MESSAGE	Message	Optional	Expected value is free text (4000)
ORIGDOCDATE	ORIGDOCDATE	Original invoice date	Optional	Object. Original document date. Expected value is date
PRICE	PRICE	Price	Optional	Expected value is decimal
PROJECTID	PROJECTID	Project	Optional	Expected value is free text
LINE_PROJECTID	PROJECTID	Project	Optional	For Project field at the Line level
QUANTITY	QUANTITY	Quantity	Optional	Expected value is decimal
REFERENCENO	REFERENCENO	Reference number	Optional	Expected value is free text
RENEWALMACRO	RENEWALMACRO	Renewal macro	Optional	Expected value is free text
REVRECENDDATE	REVRECENDDATE	Rev rec end date	Optional	Object
REVRECSTARTDATE	REVRECSTARTDATE	Rev rec start date	Optional	Object
REVRECTEMPLATE	REVRECTEMPLATE	Rev rec template ID	Optional	Expected value is free text
SHIPPINGMETHOD	SHIPPINGMETHOD	Shipping method	Optional	Expected value is free text
SHIPTO	SHIPTO	Ship to	Optional	Ship to contact name for the transaction line, which overrides the ship to contact name on the transaction. Expected value is free text
SOURCELINEKEY	SOURCELINEKEY	Source line	Optional	Source line to convert this line from. Use the `RECORDNO` of the line from the `createdfrom` transaction document. Expected value is finteger
STATE	STATE	State	Optional	Action. `Draft`, `Pending`, `Closed`. Default depends on transaction definition configuration.
SUPDOCID	SUPDOCID	Attachment	Optional	Expected value is free text (20)
TASKNO	TASKNO	Task	Optional	Task `RECORDNO`
TAXABLE	TAXABLE	Taxable	Optional	Expected value is free text
TAXSOLUTIONID	TAXSOLUTIONID	Tax solution	Optional	Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the company. The available tax solution names can be found in the Sage Intacct UI in the Taxes application from the top level of a multi-entity company. (GB, AU, and ZA only). Expected value is free text. US possible name - `US Advanced Tax`.
TERMNAME	TERMNAME	Term	Optional	Expected value is free text (20)
TRANSACTIONTYPE	TRANSACTIONTYPE		Yes	Transaction definition to use.
UNIT	UNIT	Unit	Optional	Unit of measure for `quantity`. Expected value is free text
VENDORID	VENDORID	Vendor	Optional	Expected value is free text
VSOEPRICELIST	VSOEPRICELIST	Fair value price list	Optional	Expected value is free text. VSOE price list
WAREHOUSEID	WAREHOUSEID	Warehouse	Optional	Expected value is free text