Field Name
|
Import?
|
Required
|
Description of Field
|
Limit
|
Customer ID
|
Y
|
Y
|
Alphanumeric – Customer ID for the transaction.
|
Up to 20 characters
|
Customer Name
|
N
|
<N/A>
|
Alphanumeric – Customer name for the transaction.
This field is used for exporting only.
|
Up to 39 characters
|
SO/Proposal Number
|
Y
|
Y
|
Alphanumeric – S.O. or Proposal number must
match a valid S.O. or Proposal number in the Sales Order Journal.
|
|
Date
|
Y
|
Y
|
Date - Date of the transaction. Must be in
##/##/## (month/day/yr) format.
|
|
Ship By
|
Y
|
N
|
Date - Date by which the sales order should
ship. Must be in ##/##/## (month/day/yr) format.
|
|
Proposal
|
Y
|
N
|
Boolean - TRUE
if transaction is a Proposal, FALSE if it is not.
|
|
Proposal Accepted
|
Y
|
N
|
Boolean - TRUE
if Proposal has been accepted, FALSE if it has not.
|
|
Closed
|
N
|
N
|
Boolean - TRUE if order is closed, FALSE
if order is still open.
|
|
Quote #
|
Y
|
N
|
Alphanumeric – Used if sales order was once
a quote.
|
|
Drop Ship
|
Y
|
N
|
Boolean - If used, then set to TRUE.
|
|
Ship to Name
|
Y
|
N
|
Alphanumeric – Ship-to name for the transaction.
|
Up to 30 characters
|
Ship to Address-Line One
|
Y
|
N
|
Alphanumeric – Ship-to address line one for
the transaction.
|
Up to 30 characters
|
Ship to Address-Line Two
|
Y
|
N
|
Alphanumeric – Ship-to address line two for
the transaction.
|
Up to 30 characters
|
Ship to City
|
Y
|
N
|
Alphanumeric – Ship-to city for the transaction.
|
Up to 20 characters
|
Ship to State
|
Y
|
N
|
Alphanumeric – Ship-to state for the transaction.
|
Up to 2 characters
|
Ship to Zipcode
|
Y
|
N
|
Alphanumeric – Ship-to ZIP Code for the transaction.
|
Up to 12 characters
|
Ship to Country
|
Y
|
N
|
Alphanumeric – Ship-to country for the transaction.
|
Up to 15 characters
|
Customer PO
|
Y
|
N
|
Alphanumeric – Customer P.O. for the transaction.
|
Up to 20 characters
|
Ship Via
|
Y
|
N
|
Alphanumeric – Ship via for the transaction.
|
Up to 12 characters
|
Discount Amount
|
Y
|
N
|
Numeric (Real) – Discount amount for the
transaction.
|
|
Displayed Terms
|
Y
|
N
|
Alphanumeric – Displayed terms for the transaction.
|
Up to 18 characters
|
Sales Representative ID
|
Y
|
N
|
Alphanumeric - Sales representative ID for
the transaction.
|
Up to 20 characters
|
Accounts Receivable Account
|
Y
|
Y
|
Alphanumeric – Accounts receivable account
number for the transaction.
|
Up to 15 characters
|
Accounts Receivable Amount
|
N
|
<N/A>
|
Numeric (Real) - Net accounts receivable
amount for the transaction, calculated during the import process. A positive
amount denotes a debit, while a negative amount denotes a credit. This
field is used for exporting only.
|
|
Sales Tax ID
|
Y
|
Y
|
Alphanumeric - Sales tax ID for the transaction.
|
Up to 8 characters
|
Invoice Note
|
Y
|
N
|
Alphanumeric - Invoice (printed) note for
the transaction.
|
Up to 2000 characters
|
Note Prints After Line Items
|
Y
|
N
|
Boolean – Whether to print the invoice note
after or before line items, valid choices are [True] or [False], where
True=after line items and False=before line items.
|
|
Statement Note
|
Y
|
N
|
Alphanumeric - Statement (printed) note for
the transaction.
|
Up to 160 characters
|
Stmt Note Prints Before Ref
|
Y
|
N
|
Boolean – Whether to print the statement
note before or after invoice reference field, valid choices are [True]
or [False], where True=before invoice reference and False=after invoice
reference.
|
|
Internal Note
|
Y
|
N
|
Alphanumeric - Invoice (internal) note for
the transaction.
|
Up to 2000 characters
|
Number of Distributions
|
Y
|
Y
|
Numeric (Whole) - Number of distributions
in the transaction; valid numbers are 1 to 147. The number of distributions
for a beginning balance transaction is 1.
|
|
SO/Proposal Distribution
|
Y
|
N
|
Real Number - This is a required field when
saving a distribution to a sales order or proposal.
|
|
Quantity
|
Y
|
N
|
Numeric (Real) - Quantity for a line of distribution.
|
|
Stocking Quantity
|
N
|
N
|
Numeric (Real) - The actual quantity used
for costing.
|
|
Item ID
|
Y
|
N
|
Alphanumeric - Inventory item ID for a line
of distribution.
|
Up to 20 characters
|
U/M ID
|
Y
|
Maybe
|
Alphanumeric - Used (and required) instead
of Item ID if you sell in different quantities for an item.
|
Up to 20 characters
|
U/M No. of Stocking Units
|
N
|
Maybe
|
Numeric (Real) - Required if you sell in
different quantities for an item.
|
|
Description
|
Y
|
N
|
Alphanumeric - Description for a line of
distribution. If the distribution is a freight charge, the value for this
field will be freight charge.
|
Up to 160 characters
|
G/L Account
|
Y
|
Y
|
Alphanumeric - G/L account number for a line
of distribution.
|
Up to 15 characters
|
Unit Price
|
Y
|
N
|
Numeric (Real) - Unit price for a line of
distribution.
|
|
Stocking Unit Price
|
N
|
N
|
Numeric (Real) - The actual price used for
costing. (Ignored on import if present.)
|
|
Tax Type
|
Y
|
Y
|
Numeric (Whole) - Tax type for a line of
distribution, valid numbers are 0 to 26. If the distribution is a freight
charge, the export value will be 26. 0 is used for a tax distribution.
|
|
UPC/SKU
|
N
|
N
|
Alphanumeric
|
Up to 20 characters
|
Weight
|
N
|
N
|
Numeric - The weight of the item in the selected
unit of measure.
Note: Will be the
weight from the Item Multi-Packs window if you chose to sell in different
quantities for the item (Sage 50 Quantum Accounting).
|
Up to 8 characters
|
Amount
|
Y
|
Y
|
Numeric (Real) - Amount for a line of distribution.
A positive amount denotes a debit, while a negative amount denotes a credit.
|
|
Job ID
|
Y
|
N
|
Alphanumeric - Job ID for a line of distribution.
Note: When importing any combination of jobs, phases, or
cost codes, you must separate the items with commas and enclose the entire
string with quotes. For example: "jobid,phase,costcode" (Sage 50 Premium Accounting and higher).
|
Up to 20 characters
|
Sales Tax Agency
|
Y
|
N
|
Alphanumeric - Sales taxagency for a
line of distribution.
|
|
Transaction Period
|
N
|
<N/A>
|
Numeric (Whole) – Period number for the transaction.
Used in conjunction with the transaction number to identify where a transaction
(which is composed of several lines of distribution) begins and ends.
|
|
Transaction Number
|
N
|
<N/A>
|
Numeric (Whole) - Transaction number for
the transaction. Used in conjunction with the period number to identify
where a transaction (which is composed of several lines of distribution)
begins and ends.
|
|