InvoiceHistoryModel
An Invoice represents a bill sent from one company to another. The Lockstep Platform tracks changes to
each Invoice so that you can observe the changes over time. You can view the InvoiceHistory list to
monitor and observe the changes of this Invoice and track the dates when changes occurred.
Methods
The following API methods use this data model.
Read-Only Fields
These fields are assigned by the API server and cannot be changed.
created
date-time, nullable, read-only
The date on which this invoice record was created.
createdUserId
uuid, nullable, read-only
The ID number of the user who created this invoice.
modified
date-time, nullable, read-only
The date on which this invoice record was last modified.
modifiedUserId
uuid, nullable, read-only
The ID number of the user who most recently modified this invoice.
appEnrollmentId
uuid, nullable, read-only
The AppEnrollmentId of the application that imported this record. For accounts
with more than one financial system connected, this field identifies the originating
financial system that produced this record. This value is null if this record
was not loaded from an external ERP or financial system.
Required Fields
groupKey
The GroupKey uniquely identifies a single Lockstep Platform account. All records for this
account will share the same GroupKey value. GroupKey values cannot be changed once created.
For more information, see Accounts and GroupKeys.
invoiceHistoryId
The unique ID number of this invoice history entry.
invoiceId
The unique ID of the Invoice represented by this history entry. This ID was automatically assigned
by Lockstep to the Invoice record when it was added to the Lockstep platform.
For the ID of this record in its originating financial system, see ErpKey.
companyId
The ID number of the company that created this invoice.
customerId
The ID number of the counterparty for the invoice, for example, a customer or vendor.
Optional Fields
erpKey
string, nullable, 0-100 characters
The unique ID of this record as it was known in its originating financial system.
If this company record was imported from a financial system, it will have the value ErpKey
set to the original primary key number of the record as it was known in the originating financial
system. If this record was not imported, this value will be null.
For more information, see Identity Columns.
purchaseOrderCode
string, nullable, 0-100 characters
The purchase order code as it exists in the user's ERP or accounting system.
referenceCode
string, nullable, 0-100 characters
An additional reference code that is sometimes used to identify this invoice.
The meaning of this field is specific to the ERP or accounting system used by the user.
salespersonCode
string, nullable, 0-50 characters
A code identifying the salesperson responsible for writing this invoice.
salespersonName
string, nullable, 0-50 characters
A string identifying the salesperson responsible for writing this invoice.
invoiceTypeCode
string, nullable, 0-50 characters
A code identifying the type of this invoice.
invoiceStatusCode
string, nullable, 0-50 characters
A code identifying the status of this invoice.
termsCode
string, nullable, 0-50 characters
A code identifying the terms given to the purchaser.
specialTerms
string, nullable, 0-200 characters
If the customer negotiated any special terms different from the standard terms above, describe them here.
currencyCode
string, nullable, 0-3 characters
The three-character ISO 4217 currency code used for this invoice. This will be validated by the /api/v1/definitions/currencies data set
totalAmount
double, nullable
The total value of this invoice, inclusive of all taxes and line items.
salesTaxAmount
double, nullable
The total sales (or transactional) tax calculated for this invoice.
discountAmount
double, nullable
The total discounts given by the seller to the buyer on this invoice.
outstandingBalanceAmount
double, nullable
The remaining balance value of this invoice.
invoiceDate
date, nullable
The reporting date for this invoice.
discountDate
date, nullable
The date when discounts were adjusted for this invoice.
postedDate
date, nullable
The date when this invoice posted to the company's general ledger.
invoiceClosedDate
date, nullable
The date when the invoice was closed and finalized after completion of all payments and delivery of all products and
services.
paymentDueDate
date, nullable
The date when the remaining outstanding balance is due.
importedDate
date-time, nullable
The date and time when this record was imported from the user's ERP or accounting system.
primaryOriginAddressId
uuid, nullable
The ID number of the invoice's origination address
primaryBillToAddressId
uuid, nullable
The ID number of the invoice's bill-to address
primaryShipToAddressId
uuid, nullable
The ID number of the invoice's ship-to address
Updated about 2 months ago