OIM – Accounting Connector Settings Fields

If selected, when a payable invoice is created from an AP voucher, it is automatically posted in Accounting.

This is deselected by default.

The API name of the field on the AP Voucher object used to determine whether a payable invoice is automatically created from the AP voucher once it becomes eligible. The field is only used when APV Create PIN When Matching is deselected. This must be a checkbox or a formula checkbox field. For more information, see Setting up Automatic Document Creation.

This is blank by default.

If selected, payable invoices are automatically created when matching AP vouchers. For more information, see Setting up Automatic Document Creation.

This is deselected by default.

The maximum number of lines to create on a single payable invoice. If the number of AP voucher lines exceeds this number, additional payable invoices are created.

The default value is 1000.

When selected, the fields on AP voucher lines required for the integration are validated. If the fields fail the validation, you cannot match the AP voucher.

When deselected, AP vouchers can be matched even if the required fields are not valid.

This applies to the following fields on the AP Voucher Line object:

• General Ledger Account
• Item
• Product

This is deselected by default.

If selected, when a payable credit note is created from an AP voucher credit, it is automatically posted in Accounting.

This is deselected by default.

The API name of the field on the AP Voucher Credit object used to determine whether a payable credit note is automatically created from the AP voucher credit once it becomes eligible. The field is only used when APVC Create PCN When Crediting is deselected. This must be a checkbox or a formula checkbox field. For more information, see Setting up Automatic Document Creation.

This is blank by default.

If selected, when you void or credit an exported AP voucher, a payable credit note is automatically created from the newly created AP voucher credit.

This is deselected by default.

The maximum number of lines to create on a single payable credit note. If the number of AP voucher line credits exceeds this number, additional payable credit notes are created.

The default value is 1000.

If selected, cost of goods sold inventory transactions are created from invoice line items that originated from accounting AP voucher lines in drop ship scenarios. This enables you to create journals in Accounting that represent certain charges as cost of goods sold, for example freight charges.

This can be useful if freight charges are not known until the AP voucher is recorded. After creating accounting line for freight on the AP voucher and then receiving the AP voucher, Order and Inventory Management automatically creates a new line item on the sales order. When you bill the sales order, you can include the freight charges as a line on the invoice. With this option enabled, the connector creates an additional inventory transaction perpetual record that classifies the freight charges as cost of goods sold. The connector can then create a journal for this inventory transaction.

This is deselected by default.

If selected, when a sales credit note is created from a credit invoice, it is automatically posted in Accounting.

This is deselected by default.

The API name of the field on the Credit Invoice object used to determine whether a sales credit note is automatically created from the credit invoice once it becomes eligible. This must be a checkbox or a formula checkbox field. For more information, see Setting up Automatic Document Creation.

This is blank by default.

If selected, when you void or credit an invoice, a sales credit note is automatically created from the newly created credit invoice.

This is deselected by default.

The maximum number of lines to create on a single sales credit note. If the number of credit invoice lines exceeds this number, additional sales credit notes are created.

The default value is 900.

The reporting code of the default general ledger account for accounts payable control. This is used to populate the Accounts Payable Control field when creating an account from a supplier.

The reporting code of the default general ledger account for accounts receivable control. This is used to populate the Accounts Receivable Control field when creating an account from a supplier.

If selected, when a sales invoice is created from an Order and Inventory Management invoice, it is automatically posted in Accounting.

This is deselected by default.

The API name of the field on the Invoicing object used to determine whether a sales invoice is automatically created from a drop ship invoice once it becomes eligible. The field is only used when INV Create DS SIN When Billing SO is deselected. For more information, see Setting up Automatic Document Creation.

This must be a checkbox or a formula checkbox field.

If selected, sales invoices are automatically created when billing a drop ship sales order.

This is deselected by default.

The API name of the field on the Invoicing object used to determine whether a sales invoice is automatically created from an inventory invoice once it becomes eligible. The field is only used when INV Create SIN When Completing Shipment is deselected. For more information, see Setting up Automatic Document Creation.

This must be a checkbox or a formula checkbox field.

If selected, sales invoices are automatically created when completing a shipment related to an inventory invoice. For more information, see Setting up Automatic Document Creation.

This is deselected by default.

If deselected, deposits are automatically applied when creating a sales invoice. If selected, you can manually apply a deposit on the resulting sales invoice.

This is deselected by default.

The maximum number of lines that can exist on a single sales invoice. If the number of lines exceeds this amount, several sales invoices are created.

The default value is 600.

The API name of the field on the Inventory Transaction Perpetual Record object used to determine whether a journal is automatically created from the perpetual record once it becomes eligible. The field is only used if the ITRP Create Journal When ITPR is Created field is deselected. For more information, see Setting up Automatic Document Creation.

This must be a checkbox or a formula checkbox field.

When selected, the connector sends an email notification after creating documents in the background.

This is selected by default.

When selected, the connector sends a Salesforce notification after creating documents in the background.

This is selected by default.