ReceivablesInvoicesnotes
Captures notes or comments linked to an invoice, adding contextual information for collectors, auditors, or customers.
Columns
| Name | Type | Description |
| ReceivablesInvoicesCustomerTransactionId [KEY] | Long | The unique identifier associated with the customer transaction for the invoice, used to link the note to a specific invoice. |
| NoteId [KEY] | Long | A unique identifier for the note related to the invoice, enabling easy retrieval and reference. |
| SourceObjectCode | String | A code representing the source object, as defined in the OBJECTS Metadata. Examples of valid values are 'Activities', 'Opportunities', and 'Sales Business Plan'. This helps classify the source of the note. |
| SourceObjectId | String | The unique identifier for the source object (for example, Activity or Opportunity) linked to the note, helping to trace its origin. |
| PartyName | String | The name of the party associated with the note, which could be a person, company, or other entity. |
| NoteTxt | String | The full text content of the note, providing important context or details about the transaction or invoice. |
| NoteTypeCode | String | A code used to categorize the type of note. The valid values for this field are defined in the lookup 'NoteSourceTypeVA'. |
| VisibilityCode | String | Defines the visibility level of the note. It indicates whether the note is visible internally, externally, or remains private. Valid values are defined in the NoteVisibilityLookupVA table. |
| CreatorPartyId | Long | The unique identifier for the party that created the note, useful for tracking the source of the note. |
| CreatedBy | String | The username of the person who created the note, helping to identify its origin. |
| CreationDate | Datetime | The date and time when the note was created, providing context on when the note was entered into the system. |
| LastUpdateDate | Datetime | The most recent date and time the note was updated, reflecting the last modification made to the note. |
| PartyId | Long | The unique identifier of the party associated with the note, useful for linking the note to a specific entity. |
| CorpCurrencyCode | String | The corporate currency code used for the note, indicating the currency in which the note-related transactions are handled. |
| CurcyConvRateType | String | The currency conversion rate type used when converting between different currencies for the note. Examples include 'Spot', 'Corporate', and 'User'. |
| CurrencyCode | String | The currency code of the note, specifying the currency used in the transaction or referenced in the note. |
| ContactRelationshipId | Long | The identifier linking the note to a specific contact relationship, facilitating better contact and note management. |
| ParentNoteId | Long | The unique identifier of the parent note, if this note is a child or part of a chain of related notes. |
| LastUpdatedBy | String | The username of the person who last updated the note, helping to track changes over time. |
| LastUpdateLogin | String | The login ID of the user who last updated the note, aiding in user tracking. |
| EmailAddress | String | The email address of the contact person associated with the note, useful for communication. |
| FormattedAddress | String | The formatted address of the contact associated with the note, used for shipping or billing purposes. |
| FormattedPhoneNumber | String | The formatted phone number of the contact, providing an easy-to-use contact point. |
| UpdateFlag | Bool | Indicates whether the note has been updated. A 'true' value signals that changes have occurred. |
| DeleteFlag | Bool | Indicates whether the note has been flagged for deletion. A 'true' value indicates the note is marked for removal. |
| NoteNumber | String | An alternate unique identifier for the note, which could be system-generated or sourced from an external system. |
| NoteTitle | String | A brief title or heading entered by the user to summarize the note's content. |
| AccountingDate | Date | The accounting date associated with the note, often reflecting when the transaction or note was recognized in the system. |
| AllowCompletion | String | Indicates whether the note is ready to be marked as complete. A value of 'Y' allows the completion of associated transactions. |
| BillingDate | Date | The date associated with the billing cycle, useful for tracking the invoicing timeline. |
| BillToCustomerName | String | The name of the customer being billed, used to identify the party responsible for the invoice. |
| BillToCustomerNumber | String | The customer number assigned to the bill-to customer, facilitating accurate identification. |
| BillToSite | String | The identifier for the site where the bill-to customer resides or is serviced. |
| BusinessUnit | String | The business unit under which the invoice or note was created, helping to categorize and track transactions by department. |
| CrossReference | String | A reference used to link the note to related documents or transactions, aiding in the tracking of interconnected records. |
| CustomerTransactionId | Long | The unique identifier of the customer transaction associated with the note, linking the note to a specific transaction. |
| DocumentNumber | Long | The number assigned to the document related to the note, ensuring that it is easily referenced. |
| DueDate | Date | The due date for the note-related payment or action, indicating when the obligations associated with the note should be fulfilled. |
| Finder | String | A field used for searching and locating the note based on specific criteria, such as keywords or document identifiers. |
| FirstPartyTaxRegistration | String | The tax registration number of the first party involved in the transaction, typically the deploying company or seller. |
| InvoiceCurrencyCode | String | The currency code of the invoice associated with the note, ensuring proper handling of currency conversions. |
| InvoiceStatus | String | The current status of the invoice, indicating whether it is 'Paid', 'Unpaid', or 'Pending'. |
| LegalEntityIdentifier | String | The identifier of the legal entity under which the invoice or note was issued, important for legal and tax purposes. |
| PaymentTerms | String | The terms of payment for the invoice or transaction, specifying the conditions under which payment should be made. |
| PurchaseOrder | String | The purchase order number associated with the invoice or transaction, ensuring the transaction matches the original order. |
| ShipToCustomerName | String | The name of the customer receiving the goods or services related to the note or invoice. |
| ShipToSite | String | The site identifier for the ship-to customer, used to track where the goods or services were delivered. |
| ThirdPartyTaxRegistration | String | The tax registration number of a third-party involved in the transaction, such as a reseller or logistics provider. |
| TransactionDate | Date | The date when the transaction associated with the note took place, marking the actual occurrence of the event. |
| TransactionNumber | String | The unique number assigned to the transaction related to the note, ensuring it can be easily identified and referenced. |
| TransactionSource | String | The source of the transaction, such as 'Sales Order', 'Purchase Order', or 'Return', used for categorization. |
| TransactionType | String | The type of transaction associated with the note, such as 'Sale', 'Return', 'Credit', or 'Debit', used for classification. |