Historical Data Sales Order template field definitions
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Use the Historical Data Sales Invoice template to upload historical data to Business Intelligence (BI) and Advanced Inventory Manager (AIM).
Points to note
- Numeric fields should not have more than 4 decimal values.
- The Historical Data Sales Order template must be uploaded at the same time as the Historical Data Sales Invoice template.
|
Field |
Definition |
Field Size (Max) |
Type |
Mandatory field |
|
OrderNumber |
Unique sales order number per sales order |
20 |
PK - Alphanumeric |
Yes |
|
OrderDate |
The date the order was placed (Oldest date allowed = 2015-01-01) |
- |
yyyy-mm-dd |
Yes |
|
RequiredDate |
Date when delivery/shipment was required. (Oldest date allowed = 2015-01-01) |
- |
yyyy-mm-dd |
Yes |
|
CustomerCode |
The unique customer code (as created in Unleashed) who placed the order. |
500 |
Alphanumeric |
Yes |
|
SalesChannel |
Sales channel - Mobile, B2BPortal, API |
50 |
Alphanumeric |
Leave blank if not applicable. |
|
SalesPerson |
Name and surname of the salesperson who made the sale - Ideally all these salespersons will be added to Unleashed - https://unleashedsoftware.com/v2/SalesPerson/Update |
256 |
Alphanumeric |
Leave blank if not applicable. |
|
SalesOrderGroup |
This should match a Sales Order Group as setup in Unleashed - |
50 |
Alphanumeric |
Leave blank if not applicable. |
|
WarehouseCode |
This is the warehouse linked to the Sales Orders. The code entered should match a Warehouse code as setup in Unleashed - https://unleashedsoftware.com/v2/Warehouse/List |
15 |
Alphanumeric |
Yes |
|
DeliveryCity |
The City field for delivering the products sold. |
500 |
Alphanumeric |
Leave blank if not applicable. |
|
DeliveryRegion |
The State/Region field for delivering the products sold. |
500 |
Alphanumeric |
Leave blank if not applicable. |
|
DeliveryCountry |
The Country field for delivering the products sold. |
500 |
Alphanumeric |
Leave blank if not applicable. |
|
CurrencyCode |
The default currency code linked to the Customer record. It must be a valid currency code used in your Unleashed account, set up under Settings. https://unleashedsoftware.com/v2/Currency/Update |
3 |
Alphanumeric |
Yes |
|
ExchangeRate |
The exchange rate at the time of Sale. Only needed to complete if the sale to the customer was done in a foreign currency. This exchange rate will be used to apply to the values entered in LineTotal. |
18 |
Numeric * |
Yes - Enter “1” if it is the same as the base currency |
|
ChargeTotal |
Total charges/costs linked to the Sales Order, repeat the total on all line items. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Leave blank if there were no additional charges. |
|
LineNumber |
Each product on the Sales Order represents a sales order line, starting from number 1 for the first product, 2 for the second, etc. |
18 |
Numeric |
Yes |
|
ProductCode |
The product code must match the product code as captured in Unleashed. https://unleashedsoftware.com/v2/Product/List#Obsolete=All,Sellable=All |
100 |
Alphanumeric |
Yes |
|
OrderQuantity |
The number of units sold |
18 |
Numeric |
Yes |
|
UnitPrice |
The sale price, in your local currency, per Unit sold at the time of sale. Excluding tax. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Yes |
|
DiscountRate |
Any discount percentage applied to the unit price. 10% discount should be entered as 0.1 and 100% discount = 1 |
18 |
Numeric * |
Yes - Enter 0, if not applicable. |
|
LineTotal |
Total sale, in your local currency, including any discounts applied. Excluding tax. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000,000.00 should be entered as 1000000.00.) |
18 |
Numeric * |
No |
|
LineCost |
Average landed cost price at the time of sale. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Yes |