Header data

This table describes fields and their values for use in header data.
Field Name Values
Company Code
  • Vertex: Seller.Company
  • Avalara: CompanyCode
Vrtx_parm.compcd
Document Number
  • Vertex: DocumentNumber
  • Avalara: DocCode
  • CO Invoicing: inv_hdr.inv_num
  • Consolidated Invoicing: inv_hdr.inv_num
  • Price Adjustment Invoice: inv_hdr.inv_num
  • CO Order Entry: co.co_num
  • CO Estimate Entry: co.co_num
  • Replication Orders: co_all.co_num
  • AR Inovice: arinv.inv_num
  • EDI Orders: edi_co.co_num
  • Project: proj.proj_num
  • Project Invoice: proj_inv_hdr.inv_num
  • RMA: rma.rma_num
  • RMA Invoice: inv_hdr.inv_num
  • SRO: fs_sro.sro_num
  • SRO Invoice: fs_sro_inv_hdr.inv_num
  • Contract: fs_contract.contract
  • Contract Invoice: fs_con_inv_hdr.inv_num
  • POS: posm_pos.inv_num
Document Date
  • Vertex: DocDate
  • Avalara: DocDate
  • Invoicing uses the invoice date
  • Order entry uses the order date
  • Fallback is the current date
Customer Number
  • Vertex: CustomerCode.Value
  • Avalara: CustomerCode
  • CO Invoicing: inv_hdr.cust_num
  • Consolidated Invoicing: inv_hdr.cust_num
  • Price Adjustment Invoice: inv_hdr.cust_num
  • CO Order Entry: co.cust_num
  • CO Estimate Entry: co.prospect_id + ‘-P’ if cust_num is null
  • Replication Orders: co_all.cust_num
  • AR Invoice: arinv.cust_num
  • EDI Orders: edi_co.cust_num
  • Project: proj.cust_num
  • Project Invoice: proj_inv_hdr.cust_num
  • RMA: rma.cust_num
  • RMA Invoice: inv_hdr.cust_num
  • SRO: fs_sro.cust_num
  • SRO Invoice: fs_sro.cust_num for fs_sro_inv_hdr.sro_num
  • Contract: fs_contract.cust_num
  • Contract Invoice: fs_con_inv_hdr.cust_num
  • POS: posm_pos.cust_num
Salesman
  • Vertex: Not Used
  • Avalara: SalespersonCode
  • CO Invoicing: inv_hdr.slsman
  • Consolidated Invoicing: inv_hdr.slsman
  • Price Adjustment Invoice: inv_hdr.slsman
  • CO Order Entry: co.slsman
  • CO Estimate Entry: co.slsman
  • Replication Orders: co_all.slsman
  • AR Invoice: co.slsman if arinv.co_num IS NOT NULL
  • EDI Orders: edi_co.slsman
  • Project: NULL
  • Project Invoice: NULL
  • RMA: NULL
  • RMA Invoice: inv_hdr.slsman
  • SRO: fs_sro.slsman
  • SRO Invoice: fs_Sro_inv_hdr.slsman
  • Contract: fs_contract.slsman
  • Contract Invoice: fs_con_inv_hdr.slsman
  • POS: posm_pos.slsman
Customer PO
  • Vertex: Not Used
  • Avalara: PurchaseOrderNo
  • CO Invoicing: inv_hdr.cust_po
  • Consolidated Invoicing: inv_hdr.cust_po
  • Price Adjustment Invoice: inv_hdr.cust_po
  • CO Order Entry: co.cust_po
  • CO Estimate Entry: co.cust_po
  • Replication Orders: co_all.cust_po
  • AR Invoice: co.cust_po if arinv.co_num IS NOT NULL
  • EDI Orders: edi_co.cust_po
  • Project: NULL
  • Project Invoice: NULL
  • RMA: NULL
  • RMA Invoice: inv_hdr.cust_po
  • SRO: fs_sro.cust_po
  • SRO Invoice: fs_Sro_inv_hdr.cust_po
  • Contract: fs_contract.cust_po
  • Contract Invoice: fs_contact.cust_po for contract on fs_con_inv_hdr
  • POS: posm_pos.cust_po
Location Code
  • Vertex: Not Used
  • Avalara: LocationCode
This is the warehouse ID determined for calculating the Ship From address unless otherwise specified.
Currency Code
  • Vertex: Currency.isoCurrencyCodeAlpha
  • Avalara: CurrencyCode
  • CO Invoicing: co.curr_code of co_num on inv_hdr
  • Consolidated Invoicing: co.curr_code of co_num on inv_hdr
  • Price Adjustment Invoice: co.curr_code of co_num on inv_hdr
  • CO Order Entry: co.curr_code
  • CO Estimate Entry: prospect.curr_code using prospect id co.prospect_id if cust_num is null
  • Replication Orders: NOT SET
  • AR Invoice: co.curr_code for co from arinv.co_num
  • EDI Orders: co.curr_code for co from edi_co.co_num
  • Project: proj.curr_code
  • Project Invoice: proj.curr_code
  • RMA: rma.curr_code
  • RMA Invoice: co.curr_code for co from inv_hdr.co_num
  • SRO: fs_sro.sro_num
  • SRO Invoice: custaddr.curr_code for fs_sro.cust_num
  • Contract: custaddr.curr_code for fs_contract.cust_num/seq
  • Contract Invoice: artran.curr_code for invoice
  • POS: artran.curr_code for posm_pos.inv_num
Ship To Address
  • Vertex: Customer.Destination
  • Avalara: DestinationAddress
Note: If a service order has a drop ship and vrtx_parm.drop_ship_ignore = 0, then the ship to address is the drop ship address.

These fields are included:

  • Address 1
  • Address 2
  • Address 3
  • City
  • State
  • Zip
  • County
  • Country ISO Code
  • CO Invoicing: address of inv_hdr.cust_num/seq
  • Consolidated Invoicing: address of inv_hdr.cust_num/seq
  • Price Adjustment Invoice: address of inv_hdr.cust_num/seq
  • CO Order Entry: address of co.cust_num/seq
  • CO Estimate Entry: address of co.prospect_id if cust_num is null
  • Replication Orders: address of co_all.cust_num/seq
  • AR Invoice: address of customer on invoice
  • EDI Orders: Address of edi_co.cust_num/seq
  • Project: address of proj.cust_num/seq
  • Project Invoice: address of proj.cust_num/seq
  • RMA: address of rma.cust_num/seq
  • RMA Invoice: address of inv_hdr.cust_num/seq
  • SRO: address of fs_sro.cust_num/seq
  • SRO Invoice: address of fs_sro.cust_num/seq
  • Contract: address of fs_contract.cust_num/seq
  • Contract Invoice: address of fs_con_inv_hdr.cust_num/seq
  • POS: address of posm_pos.cust_num/seq
Ship From Address
  • Vertex: Seller.PhysicalOrigin
  • Avalara: OriginAddress
Note: 

In any case where a warehouse is used and it is null or not valid, the default parameter address is used.

County is set to vrtx_county on the warehouse and the vrtx_parm.local_county when the default paramter setting is used.

These fields are included:

  • Address 1
  • Address 2
  • Address 3
  • City
  • State
  • Zip
  • County
  • Country ISO Code
  • CO Invoicing: address of whse from CO on inv_hdr.co_num
  • Consolidated Invoicing: address of whse from first invoice line coitem.whse with coitem joined to invitem
  • Price Adjustment Invoice: address of whse from CO on inv_hdr.co_num
  • CO Order Entry: address of co.whse
  • CO Estimate Entry: address of co.whse
  • Replication Orders: address of parms
  • AR Invoice: address of parms
  • EDI Orders: address of edi_co.whse
  • Project: address of parms
  • Project Invoice: address of parms
  • RMA: address of rma.whse
  • RMA Invoice: address of rma.whse
  • SRO: address of fs_Sro.whse (SROs default to fs_parms.whse and invparms.def_whse before using the parameter address)
  • SRO Invoice: address of fs_sro.whse
  • Contract: address of fs_contract.whse
  • Contract Invoice: address of fs_con_inv_hdr.whse
  • POS: address of posm_pos.whse