Column mapping: Bills

Mappings · approved version 1

Canonical fields and suggestions

Canonical fields
Field	Required	Approved source	Suggested source	Notes
document_number	required	Bill No	Bill No(synonym)	—
party_code	required	Vendor ID	Vendor ID(synonym)	—
document_date	required	Bill Date	Bill Date(synonym)	491 values also read as DD/MM/YYYY; confirm
due_date	required	Due Date	Due Date(exact)	525 values also read as DD/MM/YYYY; confirm
currency	required	Currency	Currency(exact)	—
total	required	Amount	Amount(synonym)	—
open_amount	required	Balance Due	Balance Due(synonym)	—
party_reference	optional	Vendor Ref	—	—
fx_rate	optional	—	—	—
functional_total	optional	—	—	—
party_name	optional	Vendor Name	Vendor Name(synonym)	—

Unmatched columns: Vendor Ref, Status. Start from the suggestion

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Mapping (JSON)

{
  "fields": {
    "currency": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "currency"
        }
      ],
      "source": "Currency"
    },
    "document_date": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_date",
          "format": "MM/DD/YYYY"
        }
      ],
      "source": "Bill Date"
    },
    "document_number": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Bill No"
    },
    "due_date": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_date",
          "format": "MM/DD/YYYY"
        }
      ],
      "source": "Due Date"
    },
    "open_amount": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_decimal",
          "thousands_separator": ","
        }
      ],
      "source": "Balance Due"
    },
    "party_code": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Vendor ID"
    },
    "party_name": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Vendor Name"
    },
    "party_reference": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Vendor Ref",
      "required": false
    },
    "total": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_decimal",
          "thousands_separator": ","
        }
      ],
      "source": "Amount"
    }
  },
  "exclude_rows_where_blank": []
}

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Versions

Version 1 approvedchange request