Deal Template
The Deal Template is used to manage deal-related information, such as document details, item data, customer and vendor information, and financial summaries. Below is a detailed explanation of the fields available in the template.
Header and Line Data
Fields include details about the deal document and the individual items or services listed within it.
| Field | Description |
|---|---|
| deal.documentNo | A unique number automatically assigned to each new deal document created. |
| deal.documentDate | The date the deal document was created. |
| no | The line number, incremented for each new line in the document. |
| line.itCode | A unique number assigned to each new item in the deal. |
| line.item.nameDocument | The name of the item as documented in the deal. |
| line.itemDescription | A description of the item, providing more details if available. |
| line.quantity | The quantity of units for the item involved in the transaction. |
| line.priceUnitOriginal | The original unit price of the item before applying tax, discounts, or rebates. |
| line.amountDiscountOriginal | The discount applied to the unit price of the item or service. |
| line.amountSubOriginal | The price of the item or service before VAT is applied. |
| line.amountTaxOriginal | The VAT rate applied to the item or service. |
| line.amountTotalOriginal | The final price the customer needs to pay, including VAT, discounts, and the unit price. |
| deal.comment | Optional comments that can be added to the deal for further context. |
| deal.amountSubOriginalSum | The total original price before VAT for all items in the deal. |
| deal.Discount | The total discount applied to the deal, affecting the unit price of items/services. |
| deal.taxRate | The VAT rate applied to the entire deal. |
| deal.amountTotalOriginalSum | The total final amount that the customer must pay, including all items, discounts, and taxes. |
| deal.paymentMethod.name | The payment method selected for the deal (e.g., Credit Card, Bank Transfer). |
| deal.createdBy | The full name of the person who created the deal document. |
| deal.created | The date and time the deal document was created. |
| deal.dueDate | The date by which the payment for the deal is due, encouraging timely payment. |
Account, Customer, and Address Data
This category includes fields related to customer information, such as their name, address, and identification details.
| Field | Description |
|---|---|
| financialInformation.name | The full name of the customer, which can be a person or a company. |
| financialInformation.country | The country of the customer's address. |
| financialInformation.city | The city of the customer's address. |
| financialInformation.address1 | The detailed address of the customer. |
| financialInformation.identifierNationalId | The customer's unique identification code (e.g., personal ID number). |
| financialInformation.identifierTaxId | The customer's VAT identification number. |
| financialInformation.responsiblePerson | The person financially responsible for the customer's account. |
My Company Data
This category provides details about the vendor managing the deal, including address and financial information.
| Field | Description |
|---|---|
| vendorFinancialInformation.name | The full name of the vendor (can be a person or a company). |
| vendorFinancialInformation.city | The city of the vendor's address. |
| vendorFinancialInformation.address1 | The detailed address of the vendor. |
| vendorFinancialInformation.identifierNationalId | The vendor's unique identification code (e.g., registration or national ID number). |
| vendorFinancialInformation.identifierTaxId | The vendor's VAT identification number. |
| vendorFinancialInformation.responsiblePerson | The person financially responsible for the vendor's account. |