CustomerCreditNote - Origin ref number

[Steinar Møller]

In the UI there is a number for OrigRefNbr, this is displayed when you use the Reverse action for creating a customer creditnote from a customer invoice.
The field contains the original referance number from the customer invoice. See attached printscreen.

I am not able to find the field in the CustomerCreditNote endpoint, if it's missing, will you please add this to an upcoming release?

[Yıldırım]

Hi, that's correct. Currently "Original Document" nr is not available. We'll move this post to the ideas section to be reviewed by the development team. 

[Steinar Møller]

Hi, thanks for update, I think this will be a very good help for many integrations and hope this will be prioritized 🙂

[joelbacklund]

Would it be possible to expose original document for Credit Notes with status "open" ?

It would make things more efficient for us to be able to "read" the connection to the original when credit note is in open state. As I understand it, we are only able to read the "original document" in the accounts part of the endpoint for creditNote once the creditNote has been closed.

[Yıldırım]

Hello, could you please send us a print screen highlighting the Tab / Field from Financials ERP UI that you're referring to ?    

[joelbacklund]

The Property "Original Document" is Exposed in AR301000 for a Credit Note that is "Open".
However "Original Document" is not exposed when getting the same Credit Note from the Credit Note Endpoint.

Here is the screenshot: https://polhem.com/images/visma.png 

Here is the response from the API:

{
"exchangeRate": 1,
"attachments": [],
"taxDetails": [
{
"taxId": "01",
"vatRate": 25,
"taxableAmount": 100,
"vatAmount": 25
}
],
"lines": [
{
"lineNumber": 1,
"inventoryNumber": "A",
"description": "EC1234",
"quantity": 1,
"unitPrice": 0,
"unitPriceInCurrency": 0,
"manualAmount": 100,
"manualAmountInCurrency": 100,
"amount": 100,
"cost": 0,
"amountInCurrency": 100,
"account": {
"type": "Asset",
"number": "1510  ",
"description": "Kundfordringar SE"
},
"vatCode": {
"id": "01",
"description": "Varor, 25% moms"
},
"uom": "STYCK",
"discountPercent": 0,
"discountAmount": 0,
"discountAmountInCurrency": 0,
"manualDiscount": true,
"subaccount": {
"subaccountNumber": "000000000",
"subaccountId": 2606039,
"description": "Ingen",
"lastModifiedDateTime": "2023-02-15T14:17:53.4",
"active": true,
"segments": [
{
"segmentId": 1,
"segmentDescription": "Projekt",
"segmentValue": "000",
"segmentValueDescription": "No Project"
},
{
"segmentId": 2,
"segmentDescription": "KST",
"segmentValue": "00",
"segmentValueDescription": "Ingen"
},
{
"segmentId": 3,
"segmentDescription": "Motpart",
"segmentValue": "00",
"segmentValueDescription": "Ingen"
},
{
"segmentId": 4,
"segmentDescription": "Avdelning",
"segmentValue": "00",
"segmentValueDescription": "Ingen"
}
]
},
"deferralSchedule": 0,
"branchNumber": {
"number": "1",
"name": "TEST AB"
}
}
],
"roundingDiff": 0,
"customerVatZone": {
"id": "01",
"description": "Inhemsk"
},
"sendToAutoInvoice": false,
"hold": false,
"discountTotal": 0,
"discountTotalInCurrency": 0,
"detailTotal": 100,
"detailTotalInCurrency": 100,
"vatTaxableTotal": 100,
"vatTaxableTotalInCurrency": 100,
"vatExemptTotal": 0,
"vatExemptTotalInCurrency": 0,
"paymentReference": "4000162",
"invoiceAddress": {
"addressId": 339346,
"addressLine1": "Testvägen 1234",
"postalCode": "12345",
"city": "Test Staden",
"country": {
"id": "SE",
"name": "SVERIGE"
},
"overrideAddress": false
},
"invoiceContact": {
"contactId": 340356,
"businessName": "Test Företag AB",
"email": "test@test.com",
"overrideContact": false
},
"applications": [],
"dontPrint": false,
"dontEmail": false,
"customer": {
"number": "10052",
"name": "Test Företag AB"
},
"documentType": "CreditNote",
"referenceNumber": "400016",
"postPeriod": "082023",
"financialPeriod": "202308",
"documentDate": "2023-02-16T00:00:00",
"status": "Open",
"currencyId": "SEK",
"amount": 125,
"amountInCurrency": 125,
"balance": 125,
"balanceInCurrency": 125,
"cashDiscount": 0,
"cashDiscountInCurrency": 0,
"paymentMethod": {
"id": "01",
"description": "Inhemska betalningar"
},
"lastModifiedDateTime": "2023-02-16T13:50:14.597",
"createdDateTime": "2023-02-16T13:50:11.45",
"note": "",
"vatTotal": 25,
"vatTotalInCurrency": 25,
"location": {
"countryId": "SE",
"id": "Main",
"name": "Primary location"
},
"branchNumber": {
"number": "1",
"name": "TEST AB"
},
"cashAccount": "1930",
"project": {
"id": "X",
"description": "Non-Project Code."
},
"account": {
"type": "Asset",
"number": "1510  ",
"description": "Kundfordringar SE"
},
"subaccount": {
"subaccountNumber": "000000000",
"subaccountId": 2606039,
"description": "Ingen",
"lastModifiedDateTime": "2023-02-15T14:17:53.4",
"active": true,
"segments": [
{
"segmentId": 1,
"segmentDescription": "Projekt",
"segmentValue": "000",
"segmentValueDescription": "No Project"
},
{
"segmentId": 2,
"segmentDescription": "KST",
"segmentValue": "00",
"segmentValueDescription": "Ingen"
},
{
"segmentId": 3,
"segmentDescription": "Motpart",
"segmentValue": "00",
"segmentValueDescription": "Ingen"
},
{
"segmentId": 4,
"segmentDescription": "Avdelning",
"segmentValue": "00",
"segmentValueDescription": "Ingen"
}
]
},
"metadata": {
"totalCount": 1,
"maxPageSize": 1000
}
}

[Yıldırım]

Hi, this case has been registered in the backlog and currently there is no information when it can be exposed.  We'll merge the thread with an existing "idea" and keep the topic informed as more information is available.