Excel Add-In for Sage Intacct

Build 25.0.9434

SODocument

Holds comprehensive data for Sales Order (SO) documents, capturing order status, contact details, addresses, and project linkages.

Table Specific Information

Insert

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

INSERT INTO SODocument (docparid, datecreated, custvendid, datedue, vsoepricelist, itemaggregate) VALUES ('Sales Quote', '08/31/2024', '10036', '09/01/2024', 'MyPriceList', '<sotransitem><itemid>0001</itemid><warehouseid>WH1</warehouseid><quantity>1</quantity><unit>Each</unit><price>100</price><locationid>10</locationid></sotransitem>');

Columns

Name Type ReadOnly Description
Recordno [KEY] String False

Unique record identifier for the SO document.

Docno String False

Sales order document number for tracking and identification.

Docid String False

System-generated unique identifier for the sales order document.

Createdfrom String False

Indicates the source document from which this sales order was created.

State String False

Current state or phase of the SO document.

Closed Boolean False

Indicates whether the sales order is closed.

Whencreated Datetime False

Timestamp indicating when the sales order was created.

Whenmodified Datetime False

Timestamp of the last modification to the sales order.

Whendue Datetime False

Due date for the completion or delivery of the sales order.

Status String False

Current status of the sales order, such as Pending or Completed.

Ponumber String False

Purchase Order number associated with the sales order.

Vendordocno String False

Vendor's document number for cross-reference purposes.

Docparid String False

Parent document identifier for hierarchical relationships.

Docparkey String False

Parent document key for linking related records.

Docparclass String False

Classification of the parent document.

Term_name String False

Name of the payment or service terms associated with the sales order.

Note String False

Additional notes or comments related to the sales order.

Warehouse_locationid String False

Identifier for the warehouse location associated with the order.

Shipvia String False

Preferred shipping method for the sales order.

User String False

User associated with the sales order.

Createduser String False

User who created the sales order.

Userid String False

User identifier associated with the sales order.

Createduserid String False

Identifier of the user who created the sales order.

Contact_contactname String False

Name of the primary contact associated with the sales order.

Contact_prefix String False

Prefix (e.g., Mr., Ms.) for the contact associated with the sales order.

Contact_firstname String False

First name of the primary contact.

Contact_initial String False

Middle initial of the primary contact.

Contact_lastname String False

Last name of the primary contact.

Contact_companyname String False

Company name of the primary contact.

Contact_printas String False

Name formatting preference for printed documents.

Contact_phone1 String False

Primary phone number of the contact associated with the sales order.

Contact_phone2 String False

Secondary phone number of the contact associated with the sales order.

Contact_cellphone String False

Cell phone number of the primary contact.

Contact_pager String False

Pager number of the primary contact, if applicable.

Contact_fax String False

Fax number associated with the primary contact.

Contact_email1 String False

Primary email address of the contact associated with the sales order.

Contact_email2 String False

Secondary email address of the contact associated with the sales order.

Contact_url1 String False

Primary website or URL associated with the contact.

Contact_url2 String False

Secondary website or URL associated with the contact.

Contact_visible Boolean False

Indicates whether the contact is visible in system records.

Contact_mailaddress_address1 String False

Primary address line 1 for mailing purposes.

Contact_mailaddress_address2 String False

Primary address line 2 for mailing purposes.

Contact_mailaddress_city String False

City for the contact's mailing address.

Contact_mailaddress_state String False

State for the contact's mailing address.

Contact_mailaddress_zip String False

Postal or ZIP code for the contact's mailing address.

Contact_mailaddress_country String False

Country for the contact's mailing address.

Contact_mailaddress_countrycode String False

Country code for the contact's mailing address.

Shiptokey String False

Unique identifier for the shipping address associated with the sales order.

Shipto_contactname String False

Contact name for the shipping address.

Shipto_prefix String False

Prefix for the shipping contact (e.g., Mr., Ms.).

Shipto_firstname String False

First name of the shipping contact.

Shipto_initial String False

Middle initial of the shipping contact.

Shipto_lastname String False

Last name of the shipping contact.

Shipto_companyname String False

Company name associated with the shipping contact.

Shipto_printas String False

Formatted name for printing purposes in the shipping address.

Shipto_phone1 String False

Primary phone number for the shipping contact.

Shipto_phone2 String False

Secondary phone number for the shipping contact.

Shipto_cellphone String False

Cell phone number for the shipping contact.

Shipto_pager String False

Pager number for the shipping contact, if applicable.

Shipto_fax String False

Fax number associated with the shipping contact.

Shipto_email1 String False

Primary email address for the shipping contact.

Shipto_email2 String False

Secondary email address for the shipping contact.

Shipto_url1 String False

Primary website or URL associated with the shipping contact.

Shipto_url2 String False

Secondary website or URL associated with the shipping contact.

Shipto_visible Boolean False

Indicates whether the shipping contact is visible in system records.

Shipto_mailaddress_address1 String False

Primary address line 1 for the shipping location.

Shipto_mailaddress_address2 String False

Primary address line 2 for the shipping location.

Shipto_mailaddress_city String False

City for the shipping location's address.

Shipto_mailaddress_state String False

State for the shipping location's address.

Shipto_mailaddress_zip String False

Postal or ZIP code for the shipping location's address.

Shipto_mailaddress_country String False

Country for the shipping location's address.

Shipto_mailaddress_countrycode String False

Country code for the shipping location's address.

Billtokey String False

Unique identifier for the billing address associated with the sales order.

Billto_contactname String False

Contact name for the billing address.

Billto_prefix String False

Prefix for the billing contact (e.g., Mr., Ms.).

Billto_firstname String False

First name of the billing contact.

Billto_initial String False

Middle initial of the billing contact.

Billto_lastname String False

Last name of the billing contact.

Billto_companyname String False

Company name associated with the billing contact.

Billto_printas String False

Formatted name for printing purposes in the billing address.

Billto_phone1 String False

Primary phone number for the billing contact.

Billto_phone2 String False

Secondary phone number for the billing contact.

Billto_cellphone String False

Cell phone number for the billing contact.

Billto_pager String False

Pager number for the billing contact, if applicable.

Billto_fax String False

Fax number associated with the billing contact.

Billto_email1 String False

Primary email address for the billing contact.

Billto_email2 String False

Secondary email address for the billing contact.

Billto_url1 String False

Primary website or URL associated with the billing contact.

Billto_url2 String False

Secondary website or URL associated with the billing contact.

Billto_visible Boolean False

Indicates whether the billing contact is visible in system records.

Billto_mailaddress_address1 String False

Primary address line 1 for the billing location.

Billto_mailaddress_address2 String False

Primary address line 2 for the billing location.

Billto_mailaddress_city String False

City for the billing location's address.

Billto_mailaddress_state String False

State for the billing location's address.

Billto_mailaddress_zip String False

Postal or ZIP code for the billing location's address.

Billto_mailaddress_country String False

Country for the billing location's address.

Billto_mailaddress_countrycode String False

Country code for the billing location's address.

Message String False

Message or note associated with the SO document.

Prrecordkey String False

Key linking to the parent record of the sales order.

Invbatchkey String False

Key linking to the invoice batch associated with the sales order.

Prinvbatchkey String False

Key linking to the primary invoice batch of the sales order.

Printed String False

Indicates whether the sales order has been printed.

Backorder String False

Status of items on backorder for the sales order.

Subtotal Double False

Subtotal amount for the sales order, excluding taxes and shipping.

Total Double False

Total amount for the sales order, including all charges.

Entglgroup Int64 False

Entity GL group identifier linked to the sales order.

Currency String False

Currency used for the sales order.

Exchratedate Datetime False

Date the exchange rate was applied for the sales order.

Exchratetypes_name String False

Exchange rate type name applied to the sales order.

Exchrate Double False

Exchange rate used for currency conversion in the sales order.

Schopkey String False

Key linking to the schedule operation associated with the sales order.

Salescontract String False

Sales contract linked to the sales order.

Usedascontract String False

Indicates if the sales order was used as a contract.

Trx_subtotal Double False

Subtotal in transactional currency for the sales order.

Trx_total Double False

Total amount in transactional currency for the sales order.

Exch_rate_type_id String False

Identifier for the exchange rate type used in the sales order.

Reneweddoc String False

Indicates if the sales order has been renewed.

Basecurr String False

Base currency of the sales order.

Systemgenerated String False

Indicates if the sales order was system-generated.

Invoicerunkey Int64 False

Key linking to the invoice run associated with the sales order.

Docpar_in_out String False

Indicates if the document parent is inbound or outbound.

Custvendid String False

Customer or vendor ID associated with the sales order.

Custvendname String False

Customer or vendor name associated with the sales order.

Haspostedrevrec String False

Indicates if revenue recognition has been posted for the sales order.

Contractid String False

Identifier for the contract linked to the sales order.

Contractdesc String False

Description of the contract associated with the sales order.

Trx_totalpaid String False

Total amount paid in transactional currency for the sales order.

Totalpaid String False

Total amount paid for the sales order.

Trx_totalentered String False

Total amount entered in transactional currency for the sales order.

Totalentered String False

Total amount entered for the sales order.

Trx_totaldue String False

Total amount due in transactional currency for the sales order.

Totaldue String False

Total amount due for the sales order.

Paymentstatus String False

Payment status of the sales order.

Sign_flag Int64 False

Flag indicating the sign of amounts in the sales order.

Vsoepricelist String False

VSOE price list associated with the sales order.

Vsoeprclstkey String False

Key linking to the VSOE price list associated with the sales order.

Origdocdate Datetime False

Original document date for the sales order.

Hasadvbilling Boolean False

Indicates if advanced billing is present for the sales order.

Invoicerun_expensepricemarkup Double False

Expense price markup associated with the invoice run for the sales order.

Invoicerun_description String False

Description of the invoice run linked to the sales order.

Projectkey Int64 False

Key linking to the project associated with the sales order.

Project String False

Project identifier linked to the sales order.

Projectname String False

Name of the project associated with the sales order.

Megaentitykey Int64 False

Key linking to the mega entity associated with the sales order.

Megaentityid String False

Identifier for the mega entity associated with the sales order.

Megaentityname String False

Name of the mega entity associated with the sales order.

Record_url String False

A user-independent, deep-link URL for viewing the record of the sales order.

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Build 25.0.9434