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Update Credit Memo - Data dictionary

Zuora

Update Credit Memo - Data dictionary

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Describes Data Loader's functionality and benefits in Zuora Tenant.

 This article lists the fields associated with the Update Credit Memo action in Zuora. 

Note: Fields with an asterisk mark indicate mandatory fields. 

Name Description Value

IsNewCreditMemo

IsMarker Column : New object begins

TRUE or FALSE

id*

The ID of the credit memo.

string

Auto Apply To Invoice Upon Posting

Whether the credit memo automatically applies to the invoice upon posting.

boolean

Comment

Comments about the credit memo.

string [ 0 .. 255 ] characters

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 unapplied credit memos to invoices and debit memos during payment runs. If you set this field to true, a payment run does not pick up this credit memo or apply it to other invoices or debit memos.

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

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

A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.

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

Transaction NS

Related transaction in NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

string <= 255 characters

Transferred To Accounting

Whether the credit memo is transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.

Enum: "Processing" "Yes" "No" "Error" "Ignore"

string

IsNewCreditMemoItem

IsMarker Column : New object begins

TRUE or FALSE

Invoice Item id*

The ID of the credit memo item.

string = 32 characters

Invoice Item Amount

The amount of the credit memo item. For tax-inclusive credit memo items, the amount indicates the credit memo item amount including tax. For tax-exclusive credit memo items, the amount indicates the credit memo item amount excluding tax

number <double>

Invoice Item Comment

Comments about the credit memo item.

string

Invoice Item Quantity

The number of units for the credit memo item.

number <double>

Invoice Item SKU Name

The name of the SKU.

string

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 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.

string [ 0 .. 100 ] characters

Invoice Item Finance On Account Accounting Code

The accounting code that maps to an on account in your accounting system.

string [ 0 .. 100 ] characters

Invoice Item Finance Recognized Revenue Accounting Code

The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.

string [ 0 .. 100 ] characters

Invoice Item Finance Revenue Recognition Rule Name

The name of the revenue recognition rule governing the revenue schedule.

string [ 0 .. 100 ] characters

IsNewCreditMemoItemTaxItem

IsMarker Column : New object begins

TRUE or FALSE

Invoice Item Tax Item id*

The ID of the taxation item in the credit memo item.

string

Invoice Item Tax Item Amount

The amount of the taxation item in the credit memo 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 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 Exempt Amount

The calculated tax amount excluded due to the exemption.

number <double>

Invoice Item Tax Item Tax Name

The name of taxation.

string

Invoice Item Tax Item Tax Rate

The tax rate applied to the credit memo.

number <double>

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.

string [ 0 .. 100 ] characters

Invoice Item Tax Item Finance Sales Tax Payable Accounting Code

The accounting code for the sales taxes payable.

string [ 0 .. 100 ] characters