Order Entry

This page describes how to create or update Order Entry Transactions.

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Oe Transactions

Creates or Updates O/E Transactions including Quotes, Order, Shipper, Invoices and Credit Notes.

Intacct API Resource

https://developer.intacct.com/api/order-entry/order-entry-transactions/

Update

Insert Or Update

Transaction Types

When the Intacct System Connector is selected, the connector will query Intacct for the Order Entry transaction definitions. These will be displayed as an option in Import Type drop down.

Update LoGic Or Creating One Transaction from another

The logic for updating an existing transaction or for creating a transaction from another e.g. a shipper document from an order, an invoice from a shipment is the same, requiring the following fields to be mapped:

Document Header

  • Map the originating document no to the referenceno field.
  • Customer ID
  • It may also be necessary additional fields such as subtotals as the original values can be lost during update or creation.

Detail/Line Matching

The connector/Intacct API supports the ability to update existing lines through two possible means:

  • By default Intacct will match lines by the Item Code. If there are multiple of the same item on a single transaction Intacct will match the lines in order of appearance.
  • It is possible to match by the line id i.e. the unique id assigned to the line by Intacct. If this value is mapped line the line will be matched by its id. For scenarios where the same item may appear more than once, this will yield a more accurate creation of a document.
    It is difficult to obtain the line id as it is not returned by the API during document creation. Therefore the line ids would need to be found using the IntacctLookup.

Other Detail Fields

The following fields should be mapped:

  • Quantity
  • Price
  • Unit (of Meaure)

Subtotals

The defined subtotals for the selected transaction will be displayed inline with the transaction.

Each of the writeable fields is prefixed with the subtotal name.

Writeback Fields

RECORDNO

The auto generated document number.

This RECORDNO is required by the connector if you are wishing to create one O/E transaction from another.