MCP Server for Sage Intacct

Build 25.0.9440

PODocument

Stores comprehensive details for Purchase Order (PO) documents, capturing statuses, associated vendors, and workflow data.

Table Specific Information

Insert

Insert is only supported when UseLegacy=True. The following example illustrates how to insert into the PODocument table: 

INSERT INTO PODocument (Docparid, Whencreated, Custvendid, Contact_contactname, Billto_contactname, Itemaggregate) VALUES ('Purchase Order', '06/19/2013', 'myVendorId', '', '', '<potransitem><itemid>0001</itemid><warehouseid>WH1</warehouseid><quantity>15</quantity><unit>Each</unit><price>100.99</price></potransitem>')

Delete

Only Recordno is accepted for delete operations. The following example illustrates how to delete a row in PODocument whose Recordno equals 22662: 

DELETE FROM PODocument WHERE Recordno = '22662';

Update

For draft transactions, the Sage Intacct API accepts either Recordno or Docid. The following example illustrates how to update PODocument: 

UPDATE PODocument SET message='updated message unit test', state='Pending', Itemaggregate='<updatepotransitem line_num=\"1\"<<itemid>NB0001</itemid><memo>High priority</memo> <customfields><customfield><customfieldname>warehouseid</customfieldname><customfieldvalue>WH1</customfieldvalue></customfield></customfields></updatepotransitem>' WHERE Docid='PO Receiver-REC0058';

Columns

Name Type ReadOnly Description
Recordno [KEY] String False

The unique identifier for the PO Document.

Docno [KEY] String False

The document number for the PO Document.

Docid String False

The document ID for the PO Document.

Createdfrom String False

The source document from which this PO was created.

State String False

The current state of the PO Document (e.g., Draft, Approved).

Closed Bool False

Indicates whether the PO Document is closed.

Whencreated Date False

The date when the PO Document was created.

Auwhencreated Datetime False

The timestamp when the PO Document was created for auditing purposes.

Createdby Long False

The user who created the PO Document.

Modifiedby Long False

The user who last modified the PO Document.

Whenmodified Datetime False

The date and time when the PO Document was last modified.

Whendue Date False

The due date for the PO Document.

Status String False

The status of the PO Document (e.g., Active, Inactive).

Ponumber String False

The purchase order number associated with the document.

Vendordocno String False

The vendor's document number associated with the PO Document.

Docparid String False

The document template ID used for the PO Document.

Docparkey String False

The key of the document template used for the PO Document.

Docparclass String False

The class of the document template used for the PO Document.

Updates_inv String False

Indicates whether the PO Document updates inventory.

Term_name String False

The payment terms associated with the PO Document.

Note String False

A note or comment associated with the PO Document.

Warehouse_locationid String False

The default warehouse location associated with the PO Document.

Shipvia String False

The shipping method used for the PO Document.

User String False

The user associated with the PO Document.

Createduser String False

The user who created the PO Document.

Userid String False

The ID of the user who last modified the PO Document.

Createduserid String False

The ID of the user who created the PO Document.

Contact_contactname String False

The name of the vendor contact associated with the PO Document.

Contact_prefix String False

The prefix (e.g., Mr., Ms.) of the vendor contact associated with the PO Document.

Contact_firstname String False

The first name of the vendor contact associated with the PO Document.

Contact_initial String False

The middle initial of the vendor contact associated with the PO Document.

Contact_lastname String False

The last name of the vendor contact associated with the PO Document.

Contact_companyname String False

The company name of the vendor associated with the PO Document.

Contact_printas String False

The name of the vendor contact as it should appear on official documents.

Contact_phone1 String False

The primary phone number of the vendor contact associated with the PO Document.

Contact_phone2 String False

The secondary phone number of the vendor contact associated with the PO Document.

Contact_cellphone String False

The mobile phone number of the vendor contact associated with the PO Document.

Contact_pager String False

The pager number of the vendor contact associated with the PO Document.

Contact_fax String False

The fax number of the vendor contact associated with the PO Document.

Contact_email1 String False

The primary email address of the vendor contact associated with the PO Document.

Contact_email2 String False

The secondary email address of the vendor contact associated with the PO Document.

Contact_url1 String False

The primary website URL of the vendor contact associated with the PO Document.

Contact_url2 String False

The secondary website URL of the vendor contact associated with the PO Document.

Contact_visible Bool False

Indicates whether the vendor contact associated with the PO Document is visible.

Contact_mailaddress_address1 String False

The first line of the mailing address for the vendor contact.

Contact_mailaddress_address2 String False

The second line of the mailing address for the vendor contact.

Contact_mailaddress_city String False

The city of the mailing address for the vendor contact.

Contact_mailaddress_state String False

The state or territory of the mailing address for the vendor contact.

Contact_mailaddress_zip String False

The ZIP or postal code of the mailing address for the vendor contact.

Contact_mailaddress_country String False

The country of the mailing address for the vendor contact.

Contact_mailaddress_countrycode String False

The country code of the mailing address for the vendor contact.

Shiptokey String False

The key identifying the shipping destination for the PO Document.

Shipto_contactname String False

The contact name for the shipping destination associated with the PO Document.

Shipto_prefix String False

The prefix (e.g., Mr., Ms.) for the shipping contact associated with the PO Document.

Shipto_firstname String False

The first name of the shipping contact associated with the PO Document.

Shipto_initial String False

The middle initial of the shipping contact associated with the PO Document.

Shipto_lastname String False

The last name of the shipping contact associated with the PO Document.

Shipto_companyname String False

The company name of the shipping contact associated with the PO Document.

Shipto_printas String False

The name of the shipping contact as it should appear on official documents.

Shipto_phone1 String False

The primary phone number of the shipping contact associated with the PO Document.

Shipto_phone2 String False

The secondary phone number of the shipping contact associated with the PO Document.

Shipto_cellphone String False

The mobile phone number of the shipping contact associated with the PO Document.

Shipto_pager String False

The pager number of the shipping contact associated with the PO Document.

Shipto_fax String False

The fax number of the shipping contact associated with the PO Document.

Shipto_email1 String False

The primary email address of the shipping contact associated with the PO Document.

Shipto_email2 String False

The secondary email address of the shipping contact associated with the PO Document.

Shipto_url1 String False

The primary website URL of the shipping contact associated with the PO Document.

Shipto_url2 String False

The secondary website URL of the shipping contact associated with the PO Document.

Shipto_visible Bool False

Indicates whether the shipping contact associated with the PO Document is visible.

Shipto_mailaddress_address1 String False

The first line of the mailing address for the shipping contact.

Shipto_mailaddress_address2 String False

The second line of the mailing address for the shipping contact.

Shipto_mailaddress_city String False

The city of the mailing address for the shipping contact.

Shipto_mailaddress_state String False

The state or territory of the mailing address for the shipping contact.

Shipto_mailaddress_zip String False

The ZIP or postal code of the mailing address for the shipping contact.

Shipto_mailaddress_country String False

The country of the mailing address for the shipping contact.

Shipto_mailaddress_countrycode String False

The country code of the mailing address for the shipping contact.

Billtokey String False

The key identifying the billing destination for the PO Document.

Billto_contactname String False

The contact name for the billing destination associated with the PO Document.

Billto_prefix String False

The prefix (e.g., Mr., Ms.) for the billing contact associated with the PO Document.

Billto_firstname String False

The first name of the billing contact associated with the PO Document.

Billto_initial String False

The middle initial of the billing contact associated with the PO Document.

Billto_lastname String False

The last name of the billing contact associated with the PO Document.

Billto_companyname String False

The company name of the billing contact associated with the PO Document.

Billto_printas String False

The name of the billing contact as it should appear on official documents.

Billto_phone1 String False

The primary phone number of the billing contact associated with the PO Document.

Billto_phone2 String False

The secondary phone number of the billing contact associated with the PO Document.

Billto_cellphone String False

The mobile phone number of the billing contact associated with the PO Document.

Billto_pager String False

The pager number of the billing contact associated with the PO Document.

Billto_fax String False

The fax number of the billing contact associated with the PO Document.

Billto_email1 String False

The primary email address of the billing contact associated with the PO Document.

Billto_email2 String False

The secondary email address of the billing contact associated with the PO Document.

Billto_url1 String False

The primary website URL of the billing contact associated with the PO Document.

Billto_url2 String False

The secondary website URL of the billing contact associated with the PO Document.

Billto_visible Bool False

Indicates whether the billing contact associated with the PO Document is visible.

Billto_mailaddress_address1 String False

The first line of the mailing address for the billing contact.

Billto_mailaddress_address2 String False

The second line of the mailing address for the billing contact.

Billto_mailaddress_city String False

The city of the mailing address for the billing contact.

Billto_mailaddress_state String False

The state or territory of the mailing address for the billing contact.

Billto_mailaddress_zip String False

The ZIP or postal code of the mailing address for the billing contact.

Billto_mailaddress_country String False

The country of the mailing address for the billing contact.

Billto_mailaddress_countrycode String False

The country code of the mailing address for the billing contact.

Message String False

A message or note associated with the PO Document.

Prrecordkey Long False

The key identifying the associated record in a related process.

Invbatchkey String False

The inventory batch key associated with the PO Document.

Prinvbatchkey String False

The previous inventory batch key linked to the PO Document.

Addglbatchkey String False

The GL batch key for additional processing related to the PO Document.

Printed String False

Indicates whether the PO Document has been printed.

Backorder String False

Indicates if there are backorders related to the PO Document.

Subtotal Decimal False

The subtotal amount for the PO Document.

Total Decimal False

The total amount for the PO Document, including taxes and other charges.

Entglgroup Long False

The entity GL group associated with the PO Document.

Currency String False

The default currency for the PO Document.

Exchratedate Date False

The date for the applied exchange rate in the PO Document.

Exchratetypes_name String False

The name of the exchange rate type applied to the PO Document.

Exchrate Decimal False

The exchange rate applied to the PO Document.

Schopkey String False

The scheduling operation key related to the PO Document.

Salescontract String False

Indicates if a sales contract is associated with the PO Document.

Usedascontract String False

Indicates if the PO Document is used as a contract.

Trx_subtotal Decimal False

The transaction subtotal amount for the PO Document.

Trx_total Decimal False

The transaction total amount for the PO Document, including all charges.

Exch_rate_type_id String False

The ID of the exchange rate type applied to the PO Document.

Reneweddoc String False

Indicates if the PO Document has been renewed.

Basecurr String False

The base currency for the PO Document.

Systemgenerated String False

Indicates if the PO Document was system-generated.

Invoicerunkey Long False

The key identifying the invoice run associated with the PO Document.

Docpar_in_out String False

Indicates if the PO Document increases or decreases inventory.

Whenposted Date False

The date the PO Document was posted to the general ledger.

Printeduserid String False

The ID of the user who last delivered the PO Document.

Dateprinted Datetime False

The date the PO Document was last delivered or printed.

Printedby Long False

The ID of the user who printed the PO Document.

Adj Bool False

Indicates if the PO Document contains adjustments.

Taxsolutionid String False

The ID of the tax solution applied to the PO Document.

Delivertokey String False

The key identifying the delivery contact associated with the PO Document.

Deliverto_contactname String False

The contact name for the delivery destination associated with the PO Document.

Deliverto_companyname String False

The company name of the delivery contact associated with the PO Document.

Deliverto_prefix String False

The prefix (e.g., Mr., Ms.) for the delivery contact associated with the PO Document.

Deliverto_firstname String False

The first name of the delivery contact associated with the PO Document.

Deliverto_lastname String False

The last name of the delivery contact associated with the PO Document.

Deliverto_initial String False

The middle initial of the delivery contact associated with the PO Document.

Deliverto_printas String False

The name of the delivery contact as it should appear on official documents.

Deliverto_phone1 String False

The primary phone number of the delivery contact associated with the PO Document.

Deliverto_phone2 String False

The secondary phone number of the delivery contact associated with the PO Document.

Deliverto_cellphone String False

The mobile phone number of the delivery contact associated with the PO Document.

Deliverto_pager String False

The pager number of the delivery contact associated with the PO Document.

Deliverto_fax String False

The fax number of the delivery contact associated with the PO Document.

Deliverto_email1 String False

The primary email address of the delivery contact associated with the PO Document.

Deliverto_email2 String False

The secondary email address of the delivery contact associated with the PO Document.

Deliverto_url1 String False

The primary website URL of the delivery contact associated with the PO Document.

Deliverto_url2 String False

The secondary website URL of the delivery contact associated with the PO Document.

Deliverto_visible Bool False

Indicates whether the delivery contact associated with the PO Document is visible.

Deliverto_mailaddress_address1 String False

The first line of the mailing address for the delivery contact.

Deliverto_mailaddress_address2 String False

The second line of the mailing address for the delivery contact.

Deliverto_mailaddress_city String False

The city of the mailing address for the delivery contact.

Deliverto_mailaddress_state String False

The state or territory of the mailing address for the delivery contact.

Deliverto_mailaddress_zip String False

The ZIP or postal code of the mailing address for the delivery contact.

Deliverto_mailaddress_country String False

The country of the mailing address for the delivery contact.

Deliverto_mailaddress_countrycode String False

The country code of the mailing address for the delivery contact.

Retainagepercentage String False

The retainage percentage applied to the PO Document.

Scope String False

The scope of work or services specified in the PO Document.

Inclusions String False

Details of items or services included in the PO Document.

Exclusions String False

Details of items or services excluded from the PO Document.

Terms String False

The terms and conditions specified in the PO Document.

Schedulestartdate Date False

The scheduled start date for the PO Document's activities.

Actualstartdate Date False

The actual start date for the PO Document's activities.

Scheduledcompletiondate Date False

The scheduled completion date for the PO Document's activities.

Revisedcompletiondate Date False

The revised completion date for the PO Document's activities.

Substantialcompletiondate Date False

The date when substantial completion of the PO Document's activities was achieved.

Actualcompletiondate Date False

The actual completion date for the PO Document's activities.

Noticetoproceed Date False

The date when the notice to proceed was issued for the PO Document.

Responsedue Date False

The date by which a response is due for the PO Document.

Executedon Date False

The date the PO Document was executed.

Scheduleimpact String False

Indicates if the schedule was impacted due to changes in the PO Document.

Internalrefno String False

The internal reference number associated with the PO Document.

Internalinitiatedbykey String False

The key identifying the user who initiated the PO Document internally.

Internalinitiatedby String False

The name of the user who initiated the PO Document internally.

Internalinitiatedbyname String False

The full name of the user who initiated the PO Document internally.

Internalverbalbykey String False

The key identifying the user who provided verbal authorization internally for the PO Document.

Internalverbalby String False

The name of the user who provided verbal authorization internally for the PO Document.

Internalverbalbyname String False

The full name of the user who provided verbal authorization internally for the PO Document.

Internalissuedbykey String False

The key identifying the user who issued the PO Document internally.

Internalissuedby String False

The name of the user who issued the PO Document internally.

Internalissuedbyname String False

The full name of the user who issued the PO Document internally.

Internalissuedon Date False

The date the PO Document was issued internally.

Internalapprovedbykey String False

The key identifying the user who approved the PO Document internally.

Internalapprovedby String False

The name of the user who approved the PO Document internally.

Internalapprovedbyname String False

The full name of the user who approved the PO Document internally.

Internalapprovedon Date False

The date the PO Document was approved internally.

Internalsignedbykey String False

The key identifying the user who signed the PO Document internally.

Internalsignedby String False

The name of the user who signed the PO Document internally.

Internalsignedbyname String False

The full name of the user who signed the PO Document internally.

Internalsignedon Date False

The date the PO Document was signed internally.

Internalsource String False

The internal source system or origin of the PO Document.

Internalsourcerefno String False

The reference number for the internal source of the PO Document.

Externalrefno String False

The external reference number associated with the PO Document.

Externalverbalbykey String False

The key identifying the external user who provided verbal authorization for the PO Document.

Externalverbalby String False

The name of the external user who provided verbal authorization for the PO Document.

Externalapprovedbykey String False

The key identifying the external user who approved the PO Document.

Externalapprovedby String False

The name of the external user who approved the PO Document.

Externalapprovedon Date False

The date the PO Document was approved externally.

Externalsignedbykey String False

The key identifying the external user who signed the PO Document.

Externalsignedby String False

The name of the external user who signed the PO Document.

Externalsignedon Date False

The date the PO Document was signed externally.

Performancebondrequired Bool False

Indicates whether a performance bond is required for the PO Document.

Performancebondreceived Bool False

Indicates whether the performance bond has been received for the PO Document.

Performancebondamount Decimal False

The amount of the performance bond for the PO Document.

Performancesuretycompanykey String False

The key identifying the surety company providing the performance bond for the PO Document.

Performancesuretycompany String False

The name of the surety company providing the performance bond for the PO Document.

Performancesuretycompanyname String False

The full name of the surety company providing the performance bond for the PO Document.

Paymentbondrequired Bool False

Indicates whether a payment bond is required for the PO Document.

Paymentbondreceived Bool False

Indicates whether the payment bond has been received for the PO Document.

Paymentbondamount Decimal False

The amount of the payment bond for the PO Document.

Paymentsuretycompanykey String False

The key identifying the surety company providing the payment bond for the PO Document.

Paymentsuretycompany String False

The name of the surety company providing the payment bond for the PO Document.

Paymentsuretycompanyname String False

The full name of the surety company providing the payment bond for the PO Document.

Haschange Bool False

Indicates whether the PO Document has undergone changes.

Revisedtotal Decimal False

The revised total amount of the PO Document after changes.

Revisedsubtotal Decimal False

The revised subtotal amount of the PO Document after changes.

Trx_revisedtotal Decimal False

The revised total transaction amount of the PO Document after changes.

Trx_revisedsubtotal Decimal False

The revised subtotal transaction amount of the PO Document after changes.

Postedchangestotal Decimal False

The total amount of changes posted to the PO Document.

Relateddocno String False

The document number of a related document linked to the PO Document.

Changelognumber Long False

The number identifying the change log entry for the PO Document.

Projectkey Long False

The key identifying the project associated with the PO Document.

Project String False

The project ID associated with the PO Document.

Projectname String False

The full name of the project associated with the PO Document.

Custvendid String False

The customer or vendor ID associated with the PO Document.

Custvendname String False

The full name of the customer or vendor associated with the PO Document.

Trx_totalpaid Decimal False

The total transaction amount paid for the PO Document.

Totalpaid Decimal False

The total amount paid for the PO Document, including exchange rate adjustments.

Trx_totalentered Decimal False

The total transaction amount entered for the PO Document.

Totalentered Decimal False

The total base amount entered for the PO Document.

Trx_totaldue Decimal False

The total transaction amount due for the PO Document.

Totaldue Decimal False

The total base amount due for the PO Document.

Paymentstatus String False

The payment status of the PO Document.

Needbydate Date False

The date by which the items or services in the PO Document are needed.

Donotshipbeforedate Date False

The date before which the items or services in the PO Document should not be shipped.

Donotshipafterdate Date False

The date after which the items or services in the PO Document should not be shipped.

Promiseddate Date False

The date the items or services in the PO Document were promised to be delivered.

Contractstartdate Date False

The start date of the contract related to the PO Document.

Contractenddate Date False

The end date of the contract related to the PO Document.

Cancelafterdate Date False

The date after which the PO Document is considered canceled.

Megaentitykey Long False

The key identifying the mega entity associated with the PO Document.

Megaentityid String False

The identifier for the mega entity associated with the PO Document.

Megaentityname String False

The name of the mega entity associated with the PO Document.

Rseminar String False

Additional seminar-related metadata associated with the PO Document.

Warehouse_recordno [KEY] Long False

The record number of the warehouse associated with the PO Document.

Userinfo_recordno [KEY] Long False

The record number of the user information associated with the PO Document.

Contact_contactname [KEY] String False

The name of the contact associated with the PO Document.

Vendor_recordno [KEY] Long False

The record number of the vendor associated with the PO Document.

Apbill_recordno [KEY] Long False

The record number of the accounts payable bill associated with the PO Document.

Project_recordno [KEY] Long False

The record number of the project associated with the PO Document.

Itemaggregate String False

Additional aggregated item metadata associated with the PO Document.

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Build 25.0.9440