Order Header Record (OH)

Record #	Field Name	Data Type	Comments
1	Record Type	OH	Required - Always OH
2	Batch Number	Char (10) Uppercase	If batch control is disabled in AR/Cash, the batch number field is ignored, and the current batch is cleared. If batch control is enabled, a batch number starting with an asterisk () is inserted automatically and becomes the current batch for subsequent transactions. If the batch already exists and is open, it becomes the current batch. If this field contains only an asterisk (), the batch is inserted automatically using a system-assigned identifier. If an 'IMPORT' cash account is set up, the following also is true: Batch entity = IMPORT entity Batch cash account = IMPORT Batch GL account = IMPORT GL account If an 'IMPORT' cash account is not set up, the following is true: Batch entity = Default system entity Batch cash account = empty Batch GL account = Default system entity If the Batch Number field is left empty, the current batch is used. Batch numbers that are not prefixed with an asterisk () must already exist in the iMIS* database. A BH record placed anywhere before the OH record in the input stream may be used to create the batch.
3	Order Number	Float	It is recommended that this field be left blank or contain an asterisk (), which auto-assigns an identifier. If an order number is specified, the order will be rejected if the order number already exists in the iMIS* database.
4	Order Type	Char (10) Uppercase	Required: Must be a valid order type as defined on the Set up order types window.
5	Order Date	Datetime	Optional: If not used, the system or batch date will be the order date.
6	Bill to Id	Char (10)	Required: Must be a valid iMIS Customer ID.
7	Ship to ID	Char (10)	Optional: If not used, the 'Ship to' ID will be the same as the 'Bill to' ID. If used, must be a valid iMIS Customer ID. Use an asterisk (*) to create new customer records. If an asterisk is used, the OA record is required.
8	Invoice Number	Int	Optional: Valid for credit and/or debit Order Types only. This field is ignored for all other Order Types.
9	Number Lines	Int	Optional: If specified, this is verified against the number of order line records (OL) read from the import file.
10	Shipping Method	Char (10)	Optional: If specified, must be a valid shipping method from the SHIP_METHOD general validation table. Default: Default Shipping Method defined on the Add-on Charges window.
11	Freight	Money	Optional: If specified, overrides Auto Freight Calculation. In a VAT Exclusive system, the supplied price should exclude the VAT. If the order is eligible for tax, and the freight is taxable, then a tax will be automatically added. In a VAT Inclusive system, the price is saved as supplied. If the order is eligible for tax, and the freight is table, the supplied price should include the VAT otherwise it should exclude it.
12	Handling	Money	Optional: If specified, overrides Auto Handling Calculation. In a VAT Exclusive system, the supplied price should exclude the VAT. If the order is eligible for tax, and the handling is taxable, then tax will be automatically added. In a VAT Inclusive system, the price is saved as supplied. If the order is eligible for tax, and handling is taxable, the supplied price should include the VAT otherwise it should exclude it.
13	Taxation Authority	Char (15)	Optional: If specified, overrides Taxation Authority. Does not apply in a VAT system.
14	Terms Code	Char (5) Uppercase	Optional: If specified, must be a valid terms code from the Terms Table and will override the Terms Code.
15	Source Code	Char (10) Uppercase	Optional: If specified, must be a valid source code from the SOURCE_CODE general validation table and will override the FSI default.
16	Salesperson	Char (15)	Optional
17	Priority	Int	Optional
18	Discount Rate	Numeric	Optional: If specified, use a whole number for the discount rate percentage (no decimals or fractions).
19	Customer Reference	Char (40)	Optional: If specified, value will display in the Purchase Order field.
20	Auto Calc Freight	Bit	Optional: Only used to turn the option OFF.
21	Auto Calc Handling	Bit	Optional: Only used to turn the option OFF.
22	Auto Calc Restocking	Bit	Optional: Only used to turn the option OFF.
23	Notes	Char (32000)	Optional