AP Voucher Credit Fields

Here is a description of the fields on the AP Voucher Credit object.

Key: * – Mandatory field; R – Read-only; C - Automatically populated when you create the AP voucher credit by voiding or crediting an AP voucher; A - Automatically populated when you calculate tax using Avalara AvaTax.

AP Voucher Credit Fields
Field

 

 Description
AP Voucher C The AP voucher that the AP voucher credit is raised against.
AP Voucher Credit Name R The unique name of the AP voucher credit.
Credit Date   The date of the AP voucher credit. This field automatically populates with the date the AP voucher credit is created.
Export Error   The details of any errors that occurred during the export process.
Export Status  

The current status of the process that exports the AP voucher credit to another system. The following statuses are available:

  • "New": initial status, indicates that no attempt to export has been made.
  • "Export in Progress": indicates that the export process has started and is running.
  • "Exported": indicates the export process has completed successfully.
External Tax Status A

The status of the tax calculation when using an external system to calculate tax for the AP voucher credit. The following statuses are available:

  • "Not Calculated": initial status, indicates that tax has not been calculated for the AP voucher credit.
  • "Calculated": indicates that tax has been calculated for the AP voucher credit.
  • "Posted": indicates that tax has been posted in the external tax system. If you use Avalara, the transaction is not included in reports and returns at this point.
  • "Committed": indicates that the tax has been committed in the external tax system and can no longer be changed. If you use Avalara, the transaction is included in reports and returns at this point.
  • "Voided": indicates that the tax was initially committed in the external system but has been canceled. If you use Avalara, the transaction is no longer included in reports and returns.
External Tax Status Last Updated A The date and time when the External Tax Status field was last updated.
External Tax Transaction ID A The unique identifier of the transaction that represents the AP voucher credit in the external tax calculation system.
Foreign Credit Number   The AP voucher credit number in the accounting system.
Original Invoice Date C The date of the original supplier invoice that the AP voucher is raised against.
Owner   The owner of the record. This defaults to the user who creates the AP voucher.
Posting Tax to Avalara Optional R

For system use. Indicates whether posting tax to Avalara AvaTax is optional. Used to determine the visibility of the Post Tax and Commit Tax buttons on the AP Voucher Credit Lightning page.

This is set from the Tax Calculation Settings page. For more information, see OIM Tax Calculation Settings Fields.

We recommend that you not add this field to any page layouts.
Purchase Order C The purchase order that the AP voucher credit relates to.
Registered Date   The date on which the AP voucher credit was created. Defaults to today's date.
Status  

The status of the AP voucher credit.
Supplier Invoice Number

*

C

 The supplier invoice that the credit note is being raised against.
Supplier Site C The supplier site that issued the credit note.
Total Tax A The current amount of tax on the AP voucher credit.

AP Voucher Line Credit Item Fields

Here is a description of the fields on the AP Voucher Line Credit object.

Key: R – Read-only; C - Automatically populated when you create the AP voucher credit by voiding or crediting an AP voucher; A - Automatically populated when you calculate tax using Avalara AvaTax.

AP Voucher Credit Fields
Field

 

 Description
Accounting Item C When the line is an accounting line item, this indicates the item master being credited on the line.
Amount   The amount credited on the line.
AP Voucher Credit   The AP voucher credit that the line belongs to.
AP Voucher Line   The AP voucher line being credited on the line.
AP Voucher Line Credit Name R The unique identifier of the line.
Description R The description of the line. Set to the description of the item master of the related purchase order.
Editable AP Voucher Line Credit Name   For system use. Used to enable the Foundations Transform service to edit the record.
Extended Price R The extended price of the line. Calculated as Quantity multiplied by Unit Price.
Extended Purchase Price Variance R Calculated as Unit Purchase Price Variance multiplied by Quantity.
Item R The name of the item being credited. Set to the name of the item master of the related purchase order item.
Line Type R The type of the AP voucher line credit. Set to the API name of the line's record type.
Purchase Order Line Item C The purchase order line item being credited.
Quantity Ordered R If the line is linked to a purchase order line item, this is set to the Quantity field of the purchase order line item. Otherwise, this is zero.
Quantity Received R If the line is linked to a purchase order line item, this is set to the Quantity Received field of the purchase order line item. Otherwise, this is zero.
Quantity Vouchered C The number of items being credited.
Sales Order R

The sales order linked to the purchase order line item that is being credited.

Note:

This is a hyperlink, not a lookup field.
Tax A The amount of tax on the AP voucher line credit.
Tax Rate A The tax rate used on the AP voucher line credit.
Tax Name 1-3 A The name of the tax that applies to this AP voucher line credit. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate 1-3 A The tax rate to use when calculating tax for this AP voucher line credit. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3 A The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
Unit Price   The price of a single unit being credited.
Unit Purchase Price Variance   The unit price difference between the unit price on the purchase order line and the unit price on the AP voucher line credit.

Buttons

Here is a description of the buttons on the AP Voucher object.

Key: L - Only available in Lightning Experience.

AP Voucher Credit Buttons
Button Name   Description
Calculate Tax L Calculates tax for the AP voucher credit using the external tax calculation service. For more information, see Calculating Tax for an AP Voucher Credit Using Avalara AvaTax.
Cancel Tax L Cancels tax for the AP voucher credit in the external tax calculation system. For more information, see Canceling Tax for an AP Voucher Credit in Avalara AvaTax.
Create Payable Credit Note L

Creates a payable credit note in Accounting from the AP voucher credit. For more information, see AP Voucher Credits to Payable Credit Notes.

Note:

You can only perform this action if the Order and Inventory Management – FinancialForce Connector is installed in your org.
Commit Tax L Commits tax for the AP voucher credit in the external tax calculation system. For more information, see Posting and Committing Tax for an AP Voucher Credit in Avalara AvaTax.
Post Tax L Posts tax for the AP voucher credit to the external tax calculation system. For more information, see Posting and Committing Tax for an AP Voucher Credit in Avalara AvaTax.

Extension Packages That Add Fields to the AP Voucher Credit Object

Several Certinia extension packages add fields and buttons to the AP Voucher Credit object. For more information, follow the relevant links.

Extension Packages

Extension Package

Further Information
Order and Inventory Management – FinancialForce Connector AP Voucher Credit Fields
Order and Inventory Management Direct for Avalara AP Voucher Credit Fields