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Credit Memo from Invoice - Data dictionary and Template

Zuora

Credit Memo from Invoice - Data dictionary and Template

 This article lists the various fields associated with the Credit Memo from Invoice data dictionary in detail. Read more on Credit Memo from Invoice here

Note: Fields with an asterisk mark indicate mandatory fields. 

 

Name Description Value
IsNewCreditMemo Marker Column IsMarker Column : New object begins
Auto Apply To Invoice Upon Posting Whether the credit memo automatically applies to the invoice upon posting String
Auto Post Default: False, Whether to automatically post the credit memo after it is created. Setting this field to true, you do not need to separately call the Post credit memo operation to post the credit memo. Boolean
Comment Comments about the credit memo Boolean
Effective Date The date when the credit memo takes effect String-date
Exclude From Auto Apply Rules Whether the credit memo is excluded from the rule of automatically applying credit memos to invoices Boolean
Integration Id NS ID of the corresponding object in NetSuite. Only available if you have installed the Zuora Connector for NetSuite. String <= 255 characters
Integration Status NS Status of the credit memo's synchronization with NetSuite. Only available if you have installed the Zuora Connector for NetSuite. String <= 255 characters
Invoice Id The ID of the invoice that the credit memo is created from String
Origin NS Origin of the corresponding object in NetSuite. Only available if you have installed the Zuora Connector for NetSuite. String <= 255 characters
Reason Code It is captured from the Tenant Level Configurations in Settings>Payments>Reason Codes String
Sync Date NS Date when the credit memo was synchronized with NetSuite. Only available if you have installed the Zuora Connector for NetSuite. String <= 255 characters
Tax Auto Calculation Default: true , Whether to automatically calculate taxes in the credit memo Boolean
Transaction NS Related transaction in NetSuite. Only available if you have installed the Zuora Connector for NetSuite. String <= 255 characters
IsNewInvoiceItem Marker Column IsMarker Column : New object begins
Invoice Item Amount* The amount of the credit memo item Number- Double
Invoice Item Id* The ID of the invoice item String
Invoice Item SKU Name* The name of the charge associated with the invoice String
Invoice Item Description The description of the credit memo item String
Invoice Item Quantity The number of units for the item credit memo Number- Double
Invoice Item Service End Date The service end date of the credit memo item String-date
Invoice Item Service Start Date The service start date of the credit memo item String- date
Invoice Item Tax Mode Default : TaxExclusive, ou can set this field to TaxInclusive only if the taxAutoCalculation field is set to true.
If you set taxMode to TaxInclusive, you cannot input tax amounts for credit memo items.
String- date
Invoice Item Unit Of Measure The definable unit that you measure when determining charges String
Invoice Item Finance Deferred Revenue Accounting Code The accounting code for the deferred revenue, such as Monthly Recurring Liability. It is captured from the Tenant level Configurations in Settings> Payments> Accounting Codes String (0 to 100 characters)
Invoice Item Finance On Account Accounting Code The accounting code that maps to an on account in your accounting system. It is captured from the Tenant level Configurations in Settings> Payments> Accounting Codes String (0 to 100 characters)
Invoice Item Finance Recognized Revenue Accounting Code The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges. It is captured from the Tenant level Configurations in Settings> Payments> Accounting Codes String (0 to 100 characters)
Invoice Item Finance Revenue Recognition Rule Name The name of the revenue recognition rule governing the revenue schedule. It is captured from the Tenant level Configurations in Settings> Payments> Accounting Codes String (0 to 100 characters)
IsNewInvoiceItemTaxItem Marker Column IsMarker Column : New object begins
Invoice Item Tax Item Tax Exempt Amount* The calculated tax amount excluded due to the exemption Number- Double
Invoice Item Tax Item Tax Rate* The tax rate applied to the credit memo Number- Double
Invoice Item Tax Item Amount The amount of the credit memo taxation item Number- Double
Invoice Item Tax Item Jurisdiction The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city String
Invoice Item Tax Item Location Code The identifier for the location based on the value of the taxCode field String
Invoice Item Tax Item Source Tax Item Id The ID of the source taxation item String
Invoice Item Tax Item Tax Code The tax code identifies which tax rules and tax rates to apply to a specific credit memo String
Invoice Item Tax Item Tax Code Description The description of the tax code String
Invoice Item Tax Item Tax Date The date that the tax is applied to the credit memo, in yyyy-mm-dd format. String-date
Invoice Item Tax Item Tax Name The name of taxation String
Invoice Item Tax Item Tax Rate Description The description of the tax rate String
Invoice Item Tax Item Tax Rate Type The type of the tax rate applied to the credit memo. Enum: "Percentage" "FlatFee" String
Invoice Item Tax Item Finance On Account Accounting Code The accounting code that maps to an on account in your accounting system. It is captured from the Tenant level Configurations in Settings> Payments> Accounting Codes String (0 to 100 characters)
Invoice Item Tax Item Finance Sales Tax Payable Accounting Code The accounting code for the sales taxes payable. It is captured from the Tenant level Configurations in Settings> Payments> Accounting Codes String (0 to 100 characters)