Supplier Information Export

Overview

Talk to your CAM or CVM if you'd like to enable SIM in your instance. Export of these records once enabled is included as a Standard CSV Export.

Note:

Some additional/optional fields may need to be added to the ITF to be used in a CSV export. Integration Transaction Formats (ITF) are used to export records to third party systems. You can remove unneeded standard fields, add optional fields, reorder the fields, and publish the default for a record to make it active. Go to: Setup > Integration Documentation > Bulk Export Documentation or by URL go to /integration_transactional_formats.

For more information about ISO codes, see List of international country codes.

Supplier Information allowable values

Pay Group values

1=Direct Debit, 2=Standard, 3=Customer Refund, 4=Employee, 5=Intercompany, 6=Lease, 7=Partner Referral, 8=Rent, 9=Tax, 10=Util/Telecom

Minority Type values

1=HIS, 2=NAT, 3=AFR, 4=ASN

Tax Classication values

1=1099, 2=C Corp, 3=Customer Refund, 4=Exempt 1099, 5=Tax Authority, 6=Tax & Gov, 7=Vendor, 8=Non-Profit, 9=Partner Referral, 10=S Corp, 11=Foreign Company

International Tax Classification values

1=Active NFFE, 2=Passive NFFE, 3=Exempt beneficial owner, 4=Deemed compliant FFI, 5=Canadian Financial Institution, 6=Other Partner Jurisdiction Financial Institution, 7=Participating Foreign Financial Institution, 8=Non Participating Financial Institution, 9=Specified U.S. Person, 10=Not a Specified U.S. Person