Invoice Import mappings
The Import ERP Transaction process uses defined mappings to bring invoice data fields into the corresponding transaction data fields. In the Setup and Maintenance work area, use the Manage Incentive Import Mappings task.
Choose the Invoices import type. The target region of the table is for the target transaction attributes. The source region is for the invoice data attributes. The list of source objects is from the lookup type ORA_CN_INV_SOURCE. Here's the provided list of objects:
- Invoice Customer Transactions
- Invoice Lines
- Invoice Lines Credits Salespeople
- Locations
- Customer Accounts
- Parties
These attributes are for the Invoice Customer Transactions object.
| Column Name | User Name |
|---|---|
| CREATED_FROM | Created From |
| CUSTOMER_TRX_ID | Customer Trx ID |
| INITIAL_CUSTOMER_TRX_ID | Initial Customer Trx ID |
| INVOICE_CURRENCY_CODE | Invoice Currency Code |
| PRIMARY_RESOURCE_SALESREP_ID | Primary Salesrep ID |
| SHIP_DATE_ACTUAL | Actual Ship Date |
| STATUS_TRX | Transaction Status |
| TRX_DATE | Transaction Date |
| TRX_NUMBER | Transaction Number |
These attributes are for the Invoice Lines object.
| Column Name | User Name |
|---|---|
| CUSTOMER_TRX_LINE_ID | Customer Trx Line ID |
| DESCRIPTION | Line Description |
| EXTENDED_AMOUNT | Invoice Line Amount |
| INVENTORY_ITEM_ID | Inventory Item |
| LINE_NUMBER | Line Number |
| LINE_TYPE | Line Type |
| PREVIOUS_CUSTOMER_TRX_ID | Previous Customer Trx ID |
| PREVIOUS_CUSTOMER_TRX_LINE_ID | Previous Customer Trx Line ID |
| QUANTITY_CREDITED | Quantity Credited |
| QUANTITY_INVOICED | Quantity Invoiced |
| QUANTITY_ORDERED | Quantity Ordered |
| REASON_CODE | Reason Code |
| REVENUE_AMOUNT | Invoice Revenue Amount |
| SALES_ORDER | Sales Order Number |
| SALES_ORDER_DATE | Sales Order Date |
| SALES_ORDER_LINE | Sales Order Line Number |
These attributes are for the Locations object.
| Column Name | User Name |
|---|---|
| BILL_TO_CITY | Bill to City |
| BILL_TO_COUNTRY | Bill to Country |
| BILL_TO_COUNTY | Bill to County |
| BILL_TO_POSTAL_CODE | Bill to Postal Code |
| BILL_TO_PROVINCE | Bill to Province |
| BILL_TO_STATE | Bill to State |
| SHIP_TO_CITY | Ship to City |
| SHIP_TO_COUNTRY | Ship to Country |
| SHIP_TO_COUNTY | Ship to County |
| SHIP_TO_POSTAL_CODE | Ship to Postal Code |
| SHIP_TO_PROVINCE | Ship to Province |
| SHIP_TO_STATE | Ship to State |
These attributes are for the Parties object.
| Column Name | User Name |
|---|---|
| BILL_TO_CUSTOMER_NAME | Bill to Customer Name |
| SHIP_TO_CUSTOMER_NAME | Ship to Customer Name |
| SOLD_TO_CUSTOMER_NAME | Sold to Customer Name |
The import mappings for invoices works very much like participant import mappings. These rules apply to invoice mapping:
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Accounts Receivable must be on the same instance as Incentive Compensation.
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You can have only one mapping for each incentive compensation business unit.
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A target attribute can only be mapped to one source attribute.
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Mappings must be present for any required transaction fields and required credit fields.