SECTIONSBilling Document Fields
The Billing Document object is a core component of Foundations. Other Certinia applications use this object and add fields, buttons, and functionality to it.
Here is a description of the fields that Order and Inventory Management adds to the Billing Document object for use with the OIM to BC integration for Consolidated Invoicing. Some of these fields are added when installing Order and Inventory Management Fall 2020 or later, and some others are added when enabling the OIM to BC for Consolidated Invoicing Feature Console feature.
Key: S – Included in the core Order and Inventory Management package
| Field Name |
|
Description |
|---|---|---|
| Bill-to Name | The name of the account to which the Order and Inventory Management invoice associated with the billing document is billed. | |
| Credit Invoice | Lookup to the Order and Inventory Management credit invoice to which the billing document relates. | |
| Customer Name | The customer name on the Order and Inventory Management invoice associated with the billing document. | |
| Customer Purchase Order Number | The customer purchase order number on the Order and Inventory Management invoice associated with the billing document. | |
| Customer Return | Lookup to the customer return associated with the Order and Inventory Management credit invoice to which the billing document relates. | |
| Delivery Option | The delivery option on the Order and Inventory Management invoice associated with the billing document. | |
| Invoice | Lookup to the Order and Inventory Management invoice to which the billing document relates. | |
| Invoice Correlation ID | S | Order and Inventory Management invoice correlation ID used within Foundations. |
| Memo | Contains the notes added to the Order and Inventory Management invoice associated with the billing document. | |
| Payment Terms | The payment terms on the Order and Inventory Management invoice associated with the billing document. This field is a lookup to the payment terms associated with originating sales order. | |
| Remaining Discount | The remaining discount that has not yet been applied to the Order and Inventory Management invoice associated with the billing document. | |
| Sales Order | Lookup to the sales order that originated the Order and Inventory Management invoice associated with the billing document. | |
| Sales Representative | The sales representative on the Order and Inventory Management invoice associated with the billing document. | |
| Shipping | Lookup to the shipment associated with the Order and Inventory Management invoice to which the billing document relates. | |
| Total Applied Rebate Amount | S | The total applied rebate amount on the Order and Inventory Management invoice associated with the billing document. It is the sum of the applied rebate amounts on the invoice lines. |
| Total Customer Rebate Discount | S | The total customer rebate discount on the Order and Inventory Management invoice associated with the billing document. It is the sum of the customer rebate discounts on the invoice lines. |
| Total Invoice | S | The total value of the Order and Inventory Management invoice associated with the billing document. This value includes tax, freight, miscellaneous charges, and shipped parts. |
| Total Invoice with Discount | The value of the Order and Inventory Management invoice associated with the billing document after applying any invoice discount to the total value. | |
| Total Order Discount | The total discount on the sales order associated with the Order and Inventory Management invoice to which the billing document relates. |
For more information about the Billing Document object, see