Class: LockstepSdk::InvoiceModel
- Inherits:
-
Object
- Object
- LockstepSdk::InvoiceModel
- Defined in:
- lib/lockstep_sdk/models/invoice_model.rb
Overview
An Invoice represents a bill sent from one company to another. The creator of the invoice is identified by the `CompanyId` field, and the recipient of the invoice is identified by the `CustomerId` field. Most invoices are uniquely identified both by a Lockstep Platform ID number and a customer ERP “key” that was generated by the system that originated the invoice. Invoices have a total amount and a due date, and when some payments have been made on the Invoice the `TotalAmount` and the `OutstandingBalanceAmount` may be different.
Instance Attribute Summary collapse
-
#addresses ⇒ InvoiceAddressModel
All addresses connected to this invoice.
-
#app_enrollment_id ⇒ Uuid
AppEnrollmentId for this record; used for mapping purposes.
-
#attachments ⇒ AttachmentModel
All attachments attached to this invoice.
-
#company ⇒ CompanyModel
The Company associated to this invoice.
-
#company_id ⇒ Uuid
The ID number of the company that created this invoice.
-
#created ⇒ Date-time
The date on which this address record was created.
-
#created_user_id ⇒ Uuid
The ID number of the user who created this address.
-
#credit_memos ⇒ CreditMemoInvoiceModel
The credit memos associated to this invoice.
-
#currency_code ⇒ String
The three-character ISO 4217 currency code used for this invoice.
-
#custom_field_definitions ⇒ CustomFieldDefinitionModel
All custom field definitions.
-
#custom_field_values ⇒ CustomFieldValueModel
All custom field values associated with this invoice To retrieve this item, specify `CustomFieldValues` in the “Include” parameter for your query.
-
#customer ⇒ CompanyModel
The Customer associated to the invoice customer To retrieve this item, specify `Customer` in the “Include” parameter for your query.
-
#customer_id ⇒ Uuid
The ID number of the counterparty for the invoice, for example, a customer or vendor.
-
#customer_primary_contact ⇒ ContactModel
The Contact associated to the invoice customer To retrieve this item, specify `Customer` in the “Include” parameter for your query.
-
#discount_amount ⇒ Double
The total discounts given by the seller to the buyer on this invoice.
-
#discount_date ⇒ Date
The date when discounts were adjusted for this invoice.
-
#erp_key ⇒ String
The unique ID of this record as it was known in its originating financial system.
-
#exclude_from_aging ⇒ Boolean
Should the invoice be excluded from aging calculations?.
-
#group_key ⇒ Uuid
The GroupKey uniquely identifies a single Lockstep Platform account.
-
#imported_date ⇒ Date-time
The date and time when this record was imported from the user's ERP or accounting system.
-
#in_dispute ⇒ Boolean
Is the invoice in dispute?.
-
#invoice_closed_date ⇒ Date
The date when the invoice was closed and finalized after completion of all payments and delivery of all products and services.
-
#invoice_date ⇒ Date
The reporting date for this invoice.
-
#invoice_id ⇒ Uuid
The unique ID of this record, automatically assigned by Lockstep when this record is added to the Lockstep platform.
-
#invoice_status_code ⇒ String
A code identifying the status of this invoice.
-
#invoice_type_code ⇒ String
A code identifying the type of this invoice.
-
#is_voided ⇒ Boolean
Is the invoice voided?.
-
#lines ⇒ InvoiceLineModel
All lines attached to this invoice.
-
#modified ⇒ Date-time
The date on which this address record was last modified.
-
#modified_user_id ⇒ Uuid
The ID number of the user who most recently modified this address.
-
#notes ⇒ NoteModel
All notes attached to this invoice.
-
#outstanding_balance_amount ⇒ Double
The remaining balance value of this invoice.
-
#payment_due_date ⇒ Date
The date when the remaining outstanding balance is due.
-
#payments ⇒ InvoicePaymentDetailModel
All payments attached to this invoice, the amount of the payment applied to this Invoice, and the date the Payment was applied.
-
#posted_date ⇒ Date
The date when this invoice posted to the company's general ledger.
-
#primary_bill_to_address_id ⇒ Uuid
The ID number of the invoice's bill-to address.
-
#primary_origin_address_id ⇒ Uuid
The ID number of the invoice's origination address.
-
#primary_ship_to_address_id ⇒ Uuid
The ID number of the invoice's ship-to address.
-
#purchase_order_code ⇒ String
The purchase order code as it exists in the user's ERP or accounting system.
-
#reference_code ⇒ String
An additional reference code that is sometimes used to identify this invoice.
-
#sales_tax_amount ⇒ Double
The total sales (or transactional) tax calculated for this invoice.
-
#salesperson_code ⇒ String
A code identifying the salesperson responsible for writing this quote, invoice, or order.
-
#salesperson_name ⇒ String
A string identifying the salesperson responsible for writing this quote, invoice, or order.
-
#special_terms ⇒ String
If the customer negotiated any special terms different from the standard terms above, describe them here.
-
#terms_code ⇒ String
A code identifying the terms given to the purchaser.
-
#total_amount ⇒ Double
The total value of this invoice, inclusive of all taxes and line items.
Instance Method Summary collapse
-
#initialize(params = {}) ⇒ InvoiceModel
constructor
Initialize the InvoiceModel using the provided prototype.
Constructor Details
#initialize(params = {}) ⇒ InvoiceModel
Initialize the InvoiceModel using the provided prototype
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 29 def initialize(params = {}) @group_key = params.dig(:group_key) @invoice_id = params.dig(:invoice_id) @company_id = params.dig(:company_id) @customer_id = params.dig(:customer_id) @erp_key = params.dig(:erp_key) @purchase_order_code = params.dig(:purchase_order_code) @reference_code = params.dig(:reference_code) @salesperson_code = params.dig(:salesperson_code) @salesperson_name = params.dig(:salesperson_name) @invoice_type_code = params.dig(:invoice_type_code) @invoice_status_code = params.dig(:invoice_status_code) @terms_code = params.dig(:terms_code) @special_terms = params.dig(:special_terms) @currency_code = params.dig(:currency_code) @total_amount = params.dig(:total_amount) @sales_tax_amount = params.dig(:sales_tax_amount) @discount_amount = params.dig(:discount_amount) @outstanding_balance_amount = params.dig(:outstanding_balance_amount) @invoice_date = params.dig(:invoice_date) @discount_date = params.dig(:discount_date) @posted_date = params.dig(:posted_date) @invoice_closed_date = params.dig(:invoice_closed_date) @payment_due_date = params.dig(:payment_due_date) @imported_date = params.dig(:imported_date) @primary_origin_address_id = params.dig(:primary_origin_address_id) @primary_bill_to_address_id = params.dig(:primary_bill_to_address_id) @primary_ship_to_address_id = params.dig(:primary_ship_to_address_id) @created = params.dig(:created) @created_user_id = params.dig(:created_user_id) @modified = params.dig(:modified) @modified_user_id = params.dig(:modified_user_id) @app_enrollment_id = params.dig(:app_enrollment_id) @is_voided = params.dig(:is_voided) @in_dispute = params.dig(:in_dispute) @exclude_from_aging = params.dig(:exclude_from_aging) @addresses = params.dig(:addresses) @lines = params.dig(:lines) @payments = params.dig(:payments) @notes = params.dig(:notes) @attachments = params.dig(:attachments) @company = params.dig(:company) @customer = params.dig(:customer) @customer_primary_contact = params.dig(:customer_primary_contact) @credit_memos = params.dig(:credit_memos) @custom_field_values = params.dig(:custom_field_values) @custom_field_definitions = params.dig(:custom_field_definitions) end |
Instance Attribute Details
#addresses ⇒ InvoiceAddressModel
Returns All addresses connected to this invoice. To retrieve this collection, specify `Addresses` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 149 def addresses @addresses end |
#app_enrollment_id ⇒ Uuid
Returns AppEnrollmentId for this record; used for mapping purposes.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 141 def app_enrollment_id @app_enrollment_id end |
#attachments ⇒ AttachmentModel
Returns All attachments attached to this invoice. To retrieve this collection, specify `Attachments` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 157 def @attachments end |
#company ⇒ CompanyModel
Returns The Company associated to this invoice. To retrieve this item, specify `Company` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 159 def company @company end |
#company_id ⇒ Uuid
Returns The ID number of the company that created this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 83 def company_id @company_id end |
#created ⇒ Date-time
Returns The date on which this address record was created.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 133 def created @created end |
#created_user_id ⇒ Uuid
Returns The ID number of the user who created this address.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 135 def created_user_id @created_user_id end |
#credit_memos ⇒ CreditMemoInvoiceModel
Returns The credit memos associated to this invoice. To retrieve this item, specify `CreditMemos` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 165 def credit_memos @credit_memos end |
#currency_code ⇒ String
Returns The three-character ISO 4217 currency code used for this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 105 def currency_code @currency_code end |
#custom_field_definitions ⇒ CustomFieldDefinitionModel
Returns All custom field definitions.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 169 def custom_field_definitions @custom_field_definitions end |
#custom_field_values ⇒ CustomFieldValueModel
Returns All custom field values associated with this invoice To retrieve this item, specify `CustomFieldValues` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 167 def custom_field_values @custom_field_values end |
#customer ⇒ CompanyModel
Returns The Customer associated to the invoice customer To retrieve this item, specify `Customer` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 161 def customer @customer end |
#customer_id ⇒ Uuid
Returns The ID number of the counterparty for the invoice, for example, a customer or vendor.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 85 def customer_id @customer_id end |
#customer_primary_contact ⇒ ContactModel
Returns The Contact associated to the invoice customer To retrieve this item, specify `Customer` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 163 def customer_primary_contact @customer_primary_contact end |
#discount_amount ⇒ Double
Returns The total discounts given by the seller to the buyer on this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 111 def discount_amount @discount_amount end |
#discount_date ⇒ Date
Returns The date when discounts were adjusted for this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 117 def discount_date @discount_date end |
#erp_key ⇒ String
Returns 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](developer.lockstep.io/docs/identity-columns).
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 87 def erp_key @erp_key end |
#exclude_from_aging ⇒ Boolean
Returns Should the invoice be excluded from aging calculations?.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 147 def exclude_from_aging @exclude_from_aging end |
#group_key ⇒ Uuid
Returns 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](developer.lockstep.io/docs/accounts-and-groupkeys).
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 79 def group_key @group_key end |
#imported_date ⇒ Date-time
Returns The date and time when this record was imported from the user's ERP or accounting system.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 125 def imported_date @imported_date end |
#in_dispute ⇒ Boolean
Returns Is the invoice in dispute?.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 145 def in_dispute @in_dispute end |
#invoice_closed_date ⇒ Date
Returns The date when the invoice was closed and finalized after completion of all payments and delivery of all products and services.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 121 def invoice_closed_date @invoice_closed_date end |
#invoice_date ⇒ Date
Returns The reporting date for this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 115 def invoice_date @invoice_date end |
#invoice_id ⇒ Uuid
Returns The unique ID of this record, automatically assigned by Lockstep when this record is added to the Lockstep platform. For the ID of this record in its originating financial system, see `ErpKey`.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 81 def invoice_id @invoice_id end |
#invoice_status_code ⇒ String
Returns A code identifying the status of this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 99 def invoice_status_code @invoice_status_code end |
#invoice_type_code ⇒ String
Returns A code identifying the type of this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 97 def invoice_type_code @invoice_type_code end |
#is_voided ⇒ Boolean
Returns Is the invoice voided?.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 143 def is_voided @is_voided end |
#lines ⇒ InvoiceLineModel
Returns All lines attached to this invoice. To retrieve this collection, specify `Lines` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 151 def lines @lines end |
#modified ⇒ Date-time
Returns The date on which this address record was last modified.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 137 def modified @modified end |
#modified_user_id ⇒ Uuid
Returns The ID number of the user who most recently modified this address.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 139 def modified_user_id @modified_user_id end |
#notes ⇒ NoteModel
Returns All notes attached to this invoice. To retrieve this collection, specify `Notes` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 155 def notes @notes end |
#outstanding_balance_amount ⇒ Double
Returns The remaining balance value of this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 113 def outstanding_balance_amount @outstanding_balance_amount end |
#payment_due_date ⇒ Date
Returns The date when the remaining outstanding balance is due.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 123 def payment_due_date @payment_due_date end |
#payments ⇒ InvoicePaymentDetailModel
Returns All payments attached to this invoice, the amount of the payment applied to this Invoice, and the date the Payment was applied. To retrieve this collection, specify `Payments` in the “Include” parameter for your query.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 153 def payments @payments end |
#posted_date ⇒ Date
Returns The date when this invoice posted to the company's general ledger.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 119 def posted_date @posted_date end |
#primary_bill_to_address_id ⇒ Uuid
Returns The ID number of the invoice's bill-to address.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 129 def primary_bill_to_address_id @primary_bill_to_address_id end |
#primary_origin_address_id ⇒ Uuid
Returns The ID number of the invoice's origination address.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 127 def primary_origin_address_id @primary_origin_address_id end |
#primary_ship_to_address_id ⇒ Uuid
Returns The ID number of the invoice's ship-to address.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 131 def primary_ship_to_address_id @primary_ship_to_address_id end |
#purchase_order_code ⇒ String
Returns The purchase order code as it exists in the user's ERP or accounting system.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 89 def purchase_order_code @purchase_order_code end |
#reference_code ⇒ String
Returns 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.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 91 def reference_code @reference_code end |
#sales_tax_amount ⇒ Double
Returns The total sales (or transactional) tax calculated for this invoice.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 109 def sales_tax_amount @sales_tax_amount end |
#salesperson_code ⇒ String
Returns A code identifying the salesperson responsible for writing this quote, invoice, or order.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 93 def salesperson_code @salesperson_code end |
#salesperson_name ⇒ String
Returns A string identifying the salesperson responsible for writing this quote, invoice, or order.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 95 def salesperson_name @salesperson_name end |
#special_terms ⇒ String
Returns If the customer negotiated any special terms different from the standard terms above, describe them here.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 103 def special_terms @special_terms end |
#terms_code ⇒ String
Returns A code identifying the terms given to the purchaser.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 101 def terms_code @terms_code end |
#total_amount ⇒ Double
Returns The total value of this invoice, inclusive of all taxes and line items.
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# File 'lib/lockstep_sdk/models/invoice_model.rb', line 107 def total_amount @total_amount end |