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Coupa Success Portal

Account Type (CoA) Import

Account Columns

Column Name Description Req'd Unique Type Allowable Values

Name

This is the name for the chart of accounts. Users can view this field through the user interface if they have access to more than one.

TRUE

TRUE

string(50)

any

Active

A false value will inactivate the chart of accounts, making it no longer available to users. A true value will make it active and available to users.

TRUE

FALSE

boolean

any

Currency Code

The accounting currency for the chart of accounts, specified as an ISO-standard currency code (e.g. USD)

TRUE

FALSE

 

any

Primary Contact Email

Email address for the primary contact. The primary contact is used as the default billing contact for purchase orders issued from this chart of accounts, unless the 'use_requester_as_billing_contact' is enabled.

FALSE

FALSE

 

any

Primary Contact Work Phone

Work phone number for the primary contact. The primary contact is used as the default billing contact for purchase orders issued from this chart of accounts, unless the 'use_requester_as_billing_contact' is enabled.

FALSE

FALSE

 

any

Primary Contact Mobile Phone

Mobile phone number for the primary contact. The primary contact is used as the default billing contact for purchase orders issued from this chart of accounts, unless the 'use_requester_as_billing_contact' is enabled.

FALSE

FALSE

 

any

Primary Contact Fax Phone

FAX number for the primary contact. The primary contact is used as the default billing contact for purchase orders issued from this chart of accounts, unless the 'use_requester_as_billing_contact' is enabled.

FALSE

FALSE

 

any

Primary Contact Given Name

Given or first name for the primary contact. The primary contact is used as the default billing contact for purchase orders issued from this chart of accounts, unless the 'use_requester_as_billing_contact' is enabled.

FALSE

FALSE

 

any

Primary Contact Family Name

Family or last name for the primary contact. The primary contact is used as the default billing contact for purchase orders issued from this chart of accounts, unless the 'use_requester_as_billing_contact' is enabled.

FALSE

FALSE

 

any

Primary Address Location Code

Location code for the primary address. This field is optional, but if specified will be used to look up an existing company address. The primary address is used as the default billing address for purchase orders issued from this chart of accounts.

FALSE

FALSE

 

any

Primary Address Street 1

First address line for the primary address. This field is required, unless a valid location code for an existing address is specified or the 'use_ship_to_as_bill_to' option is enabled. The primary address is used as the default billing address for purchase orders issued from this chart of accounts.

FALSE

FALSE

 

any

Primary Address Street 2

Second address line for the primary address. The primary address is used as the default billing address for purchase orders issued from this chart of accounts.

FALSE

FALSE

 

any

Primary Address City

City for the primary address. The primary address is used as the default billing address for purchase orders issued from this chart of accounts.

FALSE

FALSE

 

any

Primary Address State

State or province for the primary address. The primary address is used as the default billing address for purchase orders issued from this chart of accounts.

FALSE

FALSE

 

any

Primary Address Postal Code

ZIP or postal code for the primary address. The primary address is used as the default billing address for purchase orders issued from this chart of accounts.

FALSE

FALSE

 

any

Primary Address Country Code

Country for the primary address, specified as an ISO-standard country code (e.g. US). The primary address is used as the default billing address for purchase orders issued from this chart of accounts.

FALSE

FALSE

 

any

Primary Address VAT ID

Primary Address VAT ID

FALSE

FALSE

 

any

Primary Address Local Tax Number

Primary Address Local Tax Number

FALSE

FALSE

 

any

PO Boilerplate Terms

Customizable text that will appear at the bottom of the default PO liquid template, intended to be used to include standard terms and conditions on all outbound purchase orders.

FALSE

FALSE

 

any

Segment 1 Field Type Code

Short code (max 8 characters) identifying what segment 1 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 2 Field Type Code

Short code (max 8 characters) identifying what segment 2 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 3 Field Type Code

Short code (max 8 characters) identifying what segment 3 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 4 Field Type Code

Short code (max 8 characters) identifying what segment 4 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 5 Field Type Code

Short code (max 8 characters) identifying what segment 5 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 6 Field Type Code

Short code (max 8 characters) identifying what segment 6 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 7 Field Type Code

Short code (max 8 characters) identifying what segment 7 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 8 Field Type Code

Short code (max 8 characters) identifying what segment 8 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 9 Field Type Code

Short code (max 8 characters) identifying what segment 9 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 10 Field Type Code

Short code (max 8 characters) identifying what segment 10 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 11 Field Type Code

Short code (max 8 characters) identifying what segment 11 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 12 Field Type Code

Short code (max 8 characters) identifying what segment 12 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 13 Field Type Code

Short code (max 8 characters) identifying what segment 13 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 14 Field Type Code

Short code (max 8 characters) identifying what segment 14 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 15 Field Type Code

Short code (max 8 characters) identifying what segment 15 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 16 Field Type Code

Short code (max 8 characters) identifying what segment 16 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 17 Field Type Code

Short code (max 8 characters) identifying what segment 17 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 18 Field Type Code

Short code (max 8 characters) identifying what segment 18 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 19 Field Type Code

Short code (max 8 characters) identifying what segment 19 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Segment 20 Field Type Code

Short code (max 8 characters) identifying what segment 20 of this chart of accounts represents, if anything, e.g. ORG or PROJECT.

FALSE

FALSE

 

any

Quantity-Based Line Quantity Percent Tolerance

Quantity-Based Line Quantity Percent Tolerance

FALSE

FALSE

 

any

Quantity-Based Line Price Amount Tolerance

Quantity-Based Line Price Amount Tolerance

FALSE

FALSE

 

any

Quantity-Based Line Price Percent Tolerance

Quantity-Based Line Price Percent Tolerance

FALSE

FALSE

 

any

Amount-Based Line Price Amount Tolerance

Amount-Based Line Price Amount Tolerance

FALSE

FALSE

 

any

Amount-Based Line Price Percent Tolerance

Amount-Based Line Price Percent Tolerance

FALSE

FALSE

 

any

Non-Backed Line Amount Tolerance

Non-Backed Line Amount Tolerance

FALSE

FALSE

 

any

Total Amount Tolerance

Total Amount Tolerance

FALSE

FALSE

 

any

Company Name

Company Name

FALSE

FALSE

 

any

Supplier Created Invoices Quantity-Based Line Quantity Percent Tolerance

Supplier Created Invoices Quantity-Based Line Quantity Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Quantity-Based Line Price Amount Tolerance

Supplier Created Invoices Quantity-Based Line Price Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Quantity-Based Line Price Percent Tolerance

Supplier Created Invoices Quantity-Based Line Price Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Amount-Based Line Price Amount Tolerance

Supplier Created Invoices Amount-Based Line Price Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Amount-Based Line Price Percent Tolerance

Supplier Created Invoices Amount-Based Line Price Percent Tolerance

FALSE

FALSE

 

any

Default Payment Term Code

Default Payment Term Code

FALSE

FALSE

 

any

Default Shipping Term Code

Default Shipping Term Code

FALSE

FALSE

 

any

Supplier Created Invoices Total Amount Tolerance

Supplier Created Invoices Total Amount Tolerance

FALSE

FALSE

 

any

Extras Amount Tolerance

Extras Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Amount Tolerance

Supplier Created Invoices Extras Amount Tolerance

FALSE

FALSE

 

any

Extras Percent Tolerance

Extras Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Percent Tolerance

Supplier Created Invoices Extras Percent Tolerance

FALSE

FALSE

 

any

Receiving Self-Service Quantity Percent PO Tolerance

Receiving Self-Service Quantity Percent PO Tolerance

FALSE

FALSE

 

any

Receiving Self-Service Amount Percent PO Tolerance

Receiving Self-Service Amount Percent PO Tolerance

FALSE

FALSE

 

any

Receiving Self-Service Amount Price PO Tolerance

Receiving Self-Service Amount Price PO Tolerance

FALSE

FALSE

 

any

Receiving Self-Service Quantity Percent Invoice Tolerance

Receiving Self-Service Quantity Percent Invoice Tolerance

FALSE

FALSE

 

any

Receiving Self-Service Amount Percent Invoice Tolerance

Receiving Self-Service Amount Percent Invoice Tolerance

FALSE

FALSE

 

any

Receiving Self-Service Amount Price Invoice Tolerance

Receiving Self-Service Amount Price Invoice Tolerance

FALSE

FALSE

 

any

Receiving Quantity Percent PO Tolerance

Receiving Quantity Percent PO Tolerance

FALSE

FALSE

 

any

Receiving Amount Percent PO Tolerance

Receiving Amount Percent PO Tolerance

FALSE

FALSE

 

any

Receiving Amount Price PO Tolerance

Receiving Amount Price PO Tolerance

FALSE

FALSE

 

any

Receiving Quantity Percent Invoice Tolerance

Receiving Quantity Percent Invoice Tolerance

FALSE

FALSE

 

any

Receiving Amount Percent Invoice Tolerance

Receiving Amount Percent Invoice Tolerance

FALSE

FALSE

 

any

Receiving Amount Price Invoice Tolerance

Receiving Amount Price Invoice Tolerance

FALSE

FALSE

 

any

Logo Image URL

Logo Image URL

FALSE

FALSE

 

any

Segment 1 Req Default Model

Object to pull the default value for segment 1 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 1 Req Default Column

Attribute of the object to pull the default value for segment 1 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 2 Req Default Model

Object to pull the default value for segment 2 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 2 Req Default Column

Attribute of the object to pull the default value for segment 1 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 3 Req Default Model

Object to pull the default value for segment 3 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 3 Req Default Column

Attribute of the object to pull the default value for segment 1 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 4 Req Default Model

Object to pull the default value for segment 4 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 4 Req Default Column

Attribute of the object to pull the default value for segment 4 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 5 Req Default Model

Object to pull the default value for segment 5 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 5 Req Default Column

Attribute of the object to pull the default value for segment 5 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 6 Req Default Model

Object to pull the default value for segment 6 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 6 Req Default Column

Attribute of the object to pull the default value for segment 6 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 7 Req Default Model

Object to pull the default value for segment 7 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 7 Req Default Column

Attribute of the object to pull the default value for segment 7 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 8 Req Default Model

Object to pull the default value for segment 8 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 8 Req Default Column

Attribute of the object to pull the default value for segment 8 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 9 Req Default Model

Object to pull the default value for segment 9 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 9 Req Default Column

Attribute of the object to pull the default value for segment 9 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 10 Req Default Model

Object to pull the default value for segment 10 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 10 Req Default Column

Attribute of the object to pull the default value for segment 10 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 11 Req Default Model

Object to pull the default value for segment 11 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 11 Req Default Column

Attribute of the object to pull the default value for segment 11 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 12 Req Default Model

Object to pull the default value for segment 12 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 12 Req Default Column

Attribute of the object to pull the default value for segment 12 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 13 Req Default Model

Object to pull the default value for segment 13 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 13 Req Default Column

Attribute of the object to pull the default value for segment 13 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 14 Req Default Model

Object to pull the default value for segment 14 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 14 Req Default Column

Attribute of the object to pull the default value for segment 14 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 15 Req Default Model

Object to pull the default value for segment 15 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 15 Req Default Column

Attribute of the object to pull the default value for segment 15 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 16 Req Default Model

Object to pull the default value for segment 16 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 16 Req Default Column

Attribute of the object to pull the default value for segment 16 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 17 Req Default Model

Object to pull the default value for segment 17 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 17 Req Default Column

Attribute of the object to pull the default value for segment 17 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 18 Req Default Model

Object to pull the default value for segment 18 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 18 Req Default Column

Attribute of the object to pull the default value for segment 18 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 19 Req Default Model

Object to pull the default value for segment 19 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 19 Req Default Column

Attribute of the object to pull the default value for segment 19 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 20 Req Default Model

Object to pull the default value for segment 20 from when attempting to default an account on a requisition line. This can be 'user', 'department', 'commodity', 'supplier', 'item', or 'address'.

FALSE

FALSE

 

any

Segment 20 Req Default Column

Attribute of the object to pull the default value for segment 20 from attempting to default an account on a requisition line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

PO Layout URL

PO Layout URL

FALSE

FALSE

 

any

Use Default PO Layout

Use Default PO Layout

FALSE

FALSE

 

any

Min Amount Tolerance

Min Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Min Amount Tolerance

Supplier Created Invoices Min Amount Tolerance

FALSE

FALSE

 

any

Segment 1 Expense Default Model

Object to pull the default value for segment 1 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 1 Expense Default Column

Attribute of the object to pull the default value for segment 1 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 2 Expense Default Model

Object to pull the default value for segment 2 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 2 Expense Default Column

Attribute of the object to pull the default value for segment 2 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 3 Expense Default Model

Object to pull the default value for segment 3 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 3 Expense Default Column

Attribute of the object to pull the default value for segment 3 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 4 Expense Default Model

Object to pull the default value for segment 4 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 4 Expense Default Column

Attribute of the object to pull the default value for segment 4 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 5 Expense Default Model

Object to pull the default value for segment 5 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 5 Expense Default Column

Attribute of the object to pull the default value for segment 5 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 6 Expense Default Model

Object to pull the default value for segment 6 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 6 Expense Default Column

Attribute of the object to pull the default value for segment 6 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 7 Expense Default Model

Object to pull the default value for segment 7 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 7 Expense Default Column

Attribute of the object to pull the default value for segment 7 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 8 Expense Default Model

Object to pull the default value for segment 8 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 8 Expense Default Column

Attribute of the object to pull the default value for segment 8 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 9 Expense Default Model

Object to pull the default value for segment 9 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 9 Expense Default Column

Attribute of the object to pull the default value for segment 9 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 10 Expense Default Model

Object to pull the default value for segment 10 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 10 Expense Default Column

Attribute of the object to pull the default value for segment 10 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 11 Expense Default Model

Object to pull the default value for segment 11 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 11 Expense Default Column

Attribute of the object to pull the default value for segment 11 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 12 Expense Default Model

Object to pull the default value for segment 12 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 12 Expense Default Column

Attribute of the object to pull the default value for segment 12 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 13 Expense Default Model

Object to pull the default value for segment 13 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 13 Expense Default Column

Attribute of the object to pull the default value for segment 13 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 14 Expense Default Model

Object to pull the default value for segment 14 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 14 Expense Default Column

Attribute of the object to pull the default value for segment 14 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 15 Expense Default Model

Object to pull the default value for segment 15 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 15 Expense Default Column

Attribute of the object to pull the default value for segment 15 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 16 Expense Default Model

Object to pull the default value for segment 16 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 16 Expense Default Column

Attribute of the object to pull the default value for segment 16 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 17 Expense Default Model

Object to pull the default value for segment 17 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 17 Expense Default Column

Attribute of the object to pull the default value for segment 17 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 18 Expense Default Model

Object to pull the default value for segment 18 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 18 Expense Default Column

Attribute of the object to pull the default value for segment 18 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 19 Expense Default Model

Object to pull the default value for segment 19 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 19 Expense Default Column

Attribute of the object to pull the default value for segment 19 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Segment 20 Expense Default Model

Object to pull the default value for segment 20 from when attempting to default an account on an expense report line. This can be 'user', 'department', 'expense_category'.

FALSE

FALSE

 

any

Segment 20 Expense Default Column

Attribute of the object to pull the default value for segment 20 from attempting to default an account on an expense report line. For custom fields, this is the field name you specified when defining the field. To use a user's default account, use 'default_account.current_code'.

FALSE

FALSE

 

any

Use Ship To as Bill To

Use Ship To as Bill To

FALSE

FALSE

 

any

Use Requester As Billing Contact

Use Requester As Billing Contact

FALSE

FALSE

 

any

Supplier Created Invoices Non-Backed Line Amount Tolerance

Supplier Created Invoices Non-Backed Line Amount Tolerance

FALSE

FALSE

 

any

Contract-Backed Line Amount Tolerance

Contract-Backed Line Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Contract-Backed Line Amount Tolerance

Supplier Created Invoices Contract-Backed Line Amount Tolerance

FALSE

FALSE

 

any

Line Tax and Tax Engine Calculation Difference Percent Tolerance

Line Tax and Tax Engine Calculation Difference Percent Tolerance

FALSE

FALSE

 

any

Header Tax and Tax Engine Calculation Difference Percent Tolerance

Header Tax and Tax Engine Calculation Difference Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Line Tax and Tax Engine Calculation Difference Percent Tolerance

Supplier Created Invoices Line Tax and Tax Engine Calculation Difference Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Header Tax and Tax Engine Calculation Difference Percent Tolerance

Supplier Created Invoices Header Tax and Tax Engine Calculation Difference Percent Tolerance

FALSE

FALSE

 

any

Dynamic Flag

Flag specifying whether the accounts for this chart of accounts will be loaded as combinations (static) or specified segment-by-segment (dynamic). This should be specified as Yes or No.

FALSE

FALSE

 

any

Segment 1 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 2 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 3 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 4 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 5 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 6 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 7 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 8 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 9 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 10 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 11 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 12 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 13 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 14 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 15 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 16 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 17 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 18 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 19 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 20 Lookup Name

For dynamic charts of accounts, this specifies the name of the already-defined Lookup that contains valid values for this segment.

FALSE

FALSE

 

any

Segment 2 Lookup Level

Segment 2 Lookup Level

FALSE

FALSE

 

any

Segment 2 Parent

Segment 2 Parent

FALSE

FALSE

 

any

Segment 3 Lookup Level

Segment 3 Lookup Level

FALSE

FALSE

 

any

Segment 3 Parent

Segment 3 Parent

FALSE

FALSE

 

any

Segment 4 Lookup Level

Segment 4 Lookup Level

FALSE

FALSE

 

any

Segment 4 Parent

Segment 4 Parent

FALSE

FALSE

 

any

Segment 5 Lookup Level

Segment 5 Lookup Level

FALSE

FALSE

 

any

Segment 5 Parent

Segment 5 Parent

FALSE

FALSE

 

any

Segment 6 Lookup Level

Segment 6 Lookup Level

FALSE

FALSE

 

any

Segment 6 Parent

Segment 6 Parent

FALSE

FALSE

 

any

Segment 7 Lookup Level

Segment 7 Lookup Level

FALSE

FALSE

 

any

Segment 7 Parent

Segment 7 Parent

FALSE

FALSE

 

any

Segment 8 Lookup Level

Segment 8 Lookup Level

FALSE

FALSE

 

any

Segment 8 Parent

Segment 8 Parent

FALSE

FALSE

 

any

Segment 9 Lookup Level

Segment 9 Lookup Level

FALSE

FALSE

 

any

Segment 9 Parent

Segment 9 Parent

FALSE

FALSE

 

any

Segment 10 Lookup Level

Segment 10 Lookup Level

FALSE

FALSE

 

any

Segment 10 Parent

Segment 10 Parent

FALSE

FALSE

 

any

Segment 11 Lookup Level

Segment 11 Lookup Level

FALSE

FALSE

 

any

Segment 11 Parent

Segment 11 Parent

FALSE

FALSE

 

any

Segment 12 Lookup Level

Segment 12 Lookup Level

FALSE

FALSE

 

any

Segment 12 Parent

Segment 12 Parent

FALSE

FALSE

 

any

Segment 13 Lookup Level

Segment 13 Lookup Level

FALSE

FALSE

 

any

Segment 13 Parent

Segment 13 Parent

FALSE

FALSE

 

any

Segment 14 Lookup Level

Segment 14 Lookup Level

FALSE

FALSE

 

any

Segment 14 Parent

Segment 14 Parent

FALSE

FALSE

 

any

Segment 15 Lookup Level

Segment 15 Lookup Level

FALSE

FALSE

 

any

Segment 15 Parent

Segment 15 Parent

FALSE

FALSE

 

any

Segment 16 Lookup Level

Segment 16 Lookup Level

FALSE

FALSE

 

any

Segment 16 Parent

Segment 16 Parent

FALSE

FALSE

 

any

Segment 17 Lookup Level

Segment 17 Lookup Level

FALSE

FALSE

 

any

Segment 17 Parent

Segment 17 Parent

FALSE

FALSE

 

any

Segment 18 Lookup Level

Segment 18 Lookup Level

FALSE

FALSE

 

any

Segment 18 Parent

Segment 18 Parent

FALSE

FALSE

 

any

Segment 19 Lookup Level

Segment 19 Lookup Level

FALSE

FALSE

 

any

Segment 19 Parent

Segment 19 Parent

FALSE

FALSE

 

any

Segment 20 Lookup Level

Segment 20 Lookup Level

FALSE

FALSE

 

any

Segment 20 Parent

Segment 20 Parent

FALSE

FALSE

 

any

Segment 2 Required

Flag specifying whether segment 2 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 3 Required

Flag specifying whether segment 3 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 4 Required

Flag specifying whether segment 4 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 5 Required

Flag specifying whether segment 5 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 6 Required

Flag specifying whether segment 6 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 7 Required

Flag specifying whether segment 7 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 8 Required

Flag specifying whether segment 8 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 9 Required

Flag specifying whether segment 9 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 10 Required

Flag specifying whether segment 10 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 11 Required

Flag specifying whether segment 11 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 12 Required

Flag specifying whether segment 12 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 13 Required

Flag specifying whether segment 13 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 14 Required

Flag specifying whether segment 14 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 15 Required

Flag specifying whether segment 15 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 16 Required

Flag specifying whether segment 16 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 17 Required

Flag specifying whether segment 17 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 18 Required

Flag specifying whether segment 18 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 19 Required

Flag specifying whether segment 19 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

Segment 20 Required

Flag specifying whether segment 20 is required for all accounts in this chart of accounts. Segment 1 is always required.

FALSE

FALSE

 

any

PO Number Prefix

Optional alphanumeric prefix displayed as part of the PO number, sometimes used for integration or disambiguation purposes.

FALSE

FALSE

 

any

PO Number Length

Optional numeric value used to specify a fixed length for the numeric portion of the PO number. If used, the PO number will be padded with 0's up to the specified length for display purposes. Valid values are between 6 and 15, inclusive.

FALSE

FALSE

 

any

Item Invoice Matching Level

Item Invoice Matching Level

FALSE

FALSE

 

any

Service Invoice Matching Level

Service Invoice Matching Level

FALSE

FALSE

 

any

Line Units of Measure on Invoice and PO Match Boolean Tolerance

Line Units of Measure on Invoice and PO Match Boolean Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Line Units of Measure on Invoice and PO Match Boolean Tolerance

Supplier Created Invoices Line Units of Measure on Invoice and PO Match Boolean Tolerance

FALSE

FALSE

 

any

PO Email Actions Enabled

PO Email Actions Enabled

FALSE

FALSE

 

any

Days Backdating Tolerance

Days Backdating Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Days Backdating Tolerance

Supplier Created Invoices Days Backdating Tolerance

FALSE

FALSE

 

any

Extras Shipping Amount Tolerance

Extras Shipping Amount Tolerance

FALSE

FALSE

 

any

Extras Shipping Percent Tolerance

Extras Shipping Percent Tolerance

FALSE

FALSE

 

any

Extras Handling Amount Tolerance

Extras Handling Amount Tolerance

FALSE

FALSE

 

any

Extras Handling Percent Tolerance

Extras Handling Percent Tolerance

FALSE

FALSE

 

any

Extras Misc Amount Tolerance

Extras Misc Amount Tolerance

FALSE

FALSE

 

any

Extras Misc Percent Tolerance

Extras Misc Percent Tolerance

FALSE

FALSE

 

any

Extras Total Taxes Amount Tolerance

Extras Total Taxes Amount Tolerance

FALSE

FALSE

 

any

Extras Total Taxes Percent Tolerance

Extras Total Taxes Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Shipping Amount Tolerance

Supplier Created Invoices Extras Shipping Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Shipping Percent Tolerance

Supplier Created Invoices Extras Shipping Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Handling Amount Tolerance

Supplier Created Invoices Extras Handling Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Handling Percent Tolerance

Supplier Created Invoices Extras Handling Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Misc Amount Tolerance

Supplier Created Invoices Extras Misc Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Misc Percent Tolerance

Supplier Created Invoices Extras Misc Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Total Taxes Amount Tolerance

Supplier Created Invoices Extras Total Taxes Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Extras Total Taxes Percent Tolerance

Supplier Created Invoices Extras Total Taxes Percent Tolerance

FALSE

FALSE

 

any

Invoice line unit price compared to Catalog unit price (Amount)

Invoice line unit price compared to Catalog unit price (Amount)

FALSE

FALSE

 

any

Invoice line unit price compared to Catalog unit price (Percent)

Invoice line unit price compared to Catalog unit price (Percent)

FALSE

FALSE

 

any

Distribute Tax

Distribute Tax

FALSE

FALSE

 

any

Distribute Shipping

Distribute Shipping

FALSE

FALSE

 

any

Distribute Handling

Distribute Handling

FALSE

FALSE

 

any

Distribute Misc

Distribute Misc

FALSE

FALSE

 

any

Allow Billing Notes

Allow Billing Notes

FALSE

FALSE

 

any

Enterprise Code

Enterprise Code

FALSE

FALSE

 

any

Currency Matches PO Currency Boolean Tolerance

Currency Matches PO Currency Boolean Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Currency Matches PO Currency Boolean Tolerance

Supplier Created Invoices Currency Matches PO Currency Boolean Tolerance

FALSE

FALSE

 

any

Quantity-Based Line Quantity Over Invoiced Quantity Tolerance

Quantity-Based Line Quantity Over Invoiced Quantity Tolerance

FALSE

FALSE

 

any

Quantity-Based Line Quantity Over Invoiced Percent Tolerance

Quantity-Based Line Quantity Over Invoiced Percent Tolerance

FALSE

FALSE

 

any

Amount-Based Line Price Over Invoiced Amount Tolerance

Amount-Based Line Price Over Invoiced Amount Tolerance

FALSE

FALSE

 

any

Amount-Based Line Price Over Invoiced Percent Tolerance

Amount-Based Line Price Over Invoiced Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Quantity-Based Line Quantity Over Invoiced Quantity Tolerance

Supplier Created Invoices Quantity-Based Line Quantity Over Invoiced Quantity Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Quantity-Based Line Quantity Over Invoiced Percent Tolerance

Supplier Created Invoices Quantity-Based Line Quantity Over Invoiced Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Amount-Based Line Price Over Invoiced Amount Tolerance

Supplier Created Invoices Amount-Based Line Price Over Invoiced Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Amount-Based Line Price Over Invoiced Percent Tolerance

Supplier Created Invoices Amount-Based Line Price Over Invoiced Percent Tolerance

FALSE

FALSE

 

any

Weight-Based Line Amount Tolerance

Weight-Based Line Amount Tolerance

FALSE

FALSE

 

any

Weight-Based Line Amount Percent Tolerance

Weight-Based Line Amount Percent Tolerance

FALSE

FALSE

 

any

Weight-Based Line Price Amount Tolerance

Weight-Based Line Price Amount Tolerance

FALSE

FALSE

 

any

Weight-Based Line Price Percent Tolerance

Weight-Based Line Price Percent Tolerance

FALSE

FALSE

 

any

Line Weight Units of Measure on Invoice and Item Match Boolean Tolerance

Line Weight Units of Measure on Invoice and Item Match Boolean Tolerance

FALSE

FALSE

 

any

Line Supplier Part Number on Invoice and PO Match Boolean Tolerance

Line Supplier Part Number on Invoice and PO Match Boolean Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Weight-Based Line Amount Tolerance

Supplier Created Invoices Weight-Based Line Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Weight-Based Line Amount Percent Tolerance

Supplier Created Invoices Weight-Based Line Amount Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Weight-Based Line Price Amount Tolerance

Supplier Created Invoices Weight-Based Line Price Amount Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Weight-Based Line Price Percent Tolerance

Supplier Created Invoices Weight-Based Line Price Percent Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Line Weight Units of Measure on Invoice and Item Match Boolean Tolerance

Supplier Created Invoices Line Weight Units of Measure on Invoice and Item Match Boolean Tolerance

FALSE

FALSE

 

any

Supplier Created Invoices Line Supplier Part Number on Invoice and PO Match Boolean Tolerance

Supplier Created Invoices Line Supplier Part Number on Invoice and PO Match Boolean Tolerance

FALSE

FALSE

 

any

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