Excel Add-In for Sage Intacct

Build 25.0.9434

InvDocument

Holds information about invoicing documents, including header-level data for tracking and processing.

Table Specific Information

The INSERT, DELETE, and UPDATE operations are only supported when UseLegacy=True.

Insert

The following example illustrates how to insert into the InvDocument table: 

INSERT INTO InvDocument (Docparid, Whencreated, Documentno, Itemaggregate) VALUES ('Adjustment Decrease Value', '07/05/2024', '23234', '<ictransitem><itemid>908</itemid><warehouseid>WH1</warehouseid><quantity>2.00</quantity><unit>Each</unit></ictransitem>');

Delete

Only Recordno is accepted for delete operations. The following example illustrates how to delete a row in InvDocument whose Recordno equals 22604: 

DELETE FROM InvDocument WHERE Recordno = '22604';

Update

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

UPDATE InvDocument SET message='updated message', itemaggregate=" + updateictransitem + " WHERE Docid='Beginning Balance-BBIN0001';

Columns

Name Type ReadOnly Description
Recordno [KEY] String False

Unique identifier for the inventory document.

Docno String False

Document number associated with the inventory record.

Docid String False

Unique ID for the inventory document.

Createdfrom String False

Source from which this document was created.

State String False

Current state or status of the document.

Closed Boolean False

Indicates whether the document is closed or active.

Whencreated Datetime False

Timestamp when the document was created.

Whenmodified Datetime False

Timestamp when the document was last modified.

Whendue Datetime False

Due date for the inventory document.

Status String False

Current status of the inventory document.

Ponumber String False

Purchase order number linked to the inventory document.

Vendordocno String False

Vendor document number associated with the inventory record.

Docparid String False

Identifier of the parent document for the inventory record.

Docparkey String False

Key of the parent document associated with the inventory record.

Docparclass String False

Classification of the parent document.

Term_name String False

Name of the payment terms for the document.

Note String False

Additional notes or comments for the document.

Warehouse_locationid String False

Warehouse location identifier associated with the document.

Shipvia String False

Shipping method or carrier for the document.

User String False

User associated with the inventory document.

Createduser String False

User who created the document.

Userid String False

Unique identifier for the user associated with the document.

Createduserid String False

Unique identifier for the user who created the document.

Contact_contactname String False

Name of the contact associated with the document.

Contact_prefix String False

Prefix for the contact's name.

Contact_firstname String False

First name of the contact.

Contact_initial String False

Middle initial of the contact.

Contact_lastname String False

Last name of the contact.

Contact_companyname String False

Company name associated with the contact.

Contact_printas String False

Formatted name of the contact for printing.

Contact_phone1 String False

Primary phone number of the contact.

Contact_phone2 String False

Secondary phone number of the contact.

Contact_cellphone String False

Cell phone number of the contact.

Contact_pager String False

Pager number of the contact, if applicable.

Contact_fax String False

Fax number of the contact.

Contact_email1 String False

Primary email address of the contact.

Contact_email2 String False

Secondary email address of the contact.

Contact_url1 String False

Primary website or URL linked to the contact.

Contact_url2 String False

Secondary website or URL linked to the contact.

Contact_visible Boolean False

Indicates whether the contact is visible in the system.

Contact_mailaddress_address1 String False

First line of the contact's mailing address.

Contact_mailaddress_address2 String False

Second line of the contact's mailing address, if applicable.

Contact_mailaddress_city String False

City in the contact's mailing address.

Contact_mailaddress_state String False

State or region in the contact's mailing address.

Contact_mailaddress_zip String False

Postal code for the contact's mailing address.

Contact_mailaddress_country String False

Country in the contact's mailing address.

Contact_mailaddress_countrycode String False

Country code in the contact's mailing address.

Shiptokey String False

Unique key identifying the shipping address for the document.

Shipto_contactname String False

Name of the contact at the shipping address.

Shipto_prefix String False

Prefix for the contact at the shipping address.

Shipto_firstname String False

First name of the contact at the shipping address.

Shipto_initial String False

Middle initial of the contact at the shipping address.

Shipto_lastname String False

Last name of the contact at the shipping address.

Shipto_companyname String False

Company name associated with the shipping address.

Shipto_printas String False

Formatted name of the shipping contact for printing.

Shipto_phone1 String False

Primary phone number of the contact at the shipping address.

Shipto_phone2 String False

Secondary phone number of the contact at the shipping address.

Shipto_cellphone String False

Cell phone number of the contact at the shipping address.

Shipto_pager String False

Pager number of the contact at the shipping address.

Shipto_fax String False

Fax number of the contact at the shipping address.

Shipto_email1 String False

Primary email address of the contact at the shipping address.

Shipto_email2 String False

Secondary email address of the contact at the shipping address.

Shipto_url1 String False

Primary website or URL associated with the shipping address.

Shipto_url2 String False

Secondary website or URL associated with the shipping address.

Shipto_visible Boolean False

Indicates if the shipping address is visible in the system.

Shipto_mailaddress_address1 String False

First line of the shipping address.

Shipto_mailaddress_address2 String False

Second line of the shipping address, if applicable.

Shipto_mailaddress_city String False

City of the shipping address.

Shipto_mailaddress_state String False

State or region of the shipping address.

Shipto_mailaddress_zip String False

Postal code of the shipping address.

Shipto_mailaddress_country String False

Country of the shipping address.

Shipto_mailaddress_countrycode String False

Country code of the shipping address.

Billtokey String False

Unique key identifying the billing address for the document.

Billto_contactname String False

Name of the contact at the billing address.

Billto_prefix String False

Prefix for the contact at the billing address.

Billto_firstname String False

First name of the contact at the billing address.

Billto_initial String False

Middle initial of the contact at the billing address.

Billto_lastname String False

Last name of the contact at the billing address.

Billto_companyname String False

Company name associated with the billing address.

Billto_printas String False

Formatted name of the billing contact for printing.

Billto_phone1 String False

Primary phone number of the contact at the billing address.

Billto_phone2 String False

Secondary phone number of the contact at the billing address.

Billto_cellphone String False

Cell phone number of the contact at the billing address.

Billto_pager String False

Pager number of the contact at the billing address.

Billto_fax String False

Fax number of the contact at the billing address.

Billto_email1 String False

Primary email address of the contact at the billing address.

Billto_email2 String False

Secondary email address of the contact at the billing address.

Billto_url1 String False

Primary website or URL associated with the billing address.

Billto_url2 String False

Secondary website or URL associated with the billing address.

Billto_visible Boolean False

Indicates if the billing address is visible in the system.

Billto_mailaddress_address1 String False

First line of the billing address.

Billto_mailaddress_address2 String False

Second line of the billing address, if applicable.

Billto_mailaddress_city String False

City of the billing address.

Billto_mailaddress_state String False

State or region of the billing address.

Billto_mailaddress_zip String False

Postal code of the billing address.

Billto_mailaddress_country String False

Country of the billing address.

Billto_mailaddress_countrycode String False

Country code of the billing address.

Message String False

Message or additional information related to the document.

Prrecordkey String False

Key of the prior record associated with the inventory document.

Invbatchkey String False

Key for the batch associated with the inventory document.

Prinvbatchkey String False

Key for the prior inventory batch associated with the document.

Printed String False

Indicates whether the document has been printed.

Backorder String False

Indicates whether the document contains any backordered items.

Subtotal Double False

Subtotal amount for the document before tax and additional charges.

Total Double False

Total amount of the inventory document including taxes and charges.

Entglgroup Int64 False

General ledger group associated with the inventory document.

Currency String False

Currency used in the document.

Exchratedate Datetime False

Date the exchange rate was applied to the document.

Exchratetypes_name String False

Name of the exchange rate type used for the document.

Exchrate Double False

Exchange rate applied to the document.

Schopkey String False

Unique identifier for the shop associated with the document.

Salescontract String False

Sales contract associated with the document.

Usedascontract String False

Indicates if the document is used as a contract.

Trx_subtotal Double False

Subtotal of the transaction amount before taxes and charges.

Trx_total Double False

Total transaction amount including taxes and charges.

Exch_rate_type_id String False

ID for the exchange rate type used in the document.

Reneweddoc String False

Indicates whether the document is a renewed version of a previous document.

Basecurr String False

Base currency used for calculating amounts in the document.

Systemgenerated String False

Indicates whether the document was system-generated.

Invoicerunkey Int64 False

Unique key identifying the invoice run associated with the document.

Docpar_in_out String False

Indicates whether the document is incoming or outgoing.

Megaentitykey Int64 False

Key identifying the mega entity associated with the document.

Megaentityid String False

ID for the mega entity associated with the document.

Megaentityname String False

Name of the mega entity associated with the document.

Record_url String False

URL for accessing the record associated with the document.

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Build 25.0.9434