Buyer Admin documentation
Free Format Module
Contract Module
Buyer Admin: Introduction to the Contract Module
Buyer Admin: How do I create a local contract?
Buyer Admin: How do I approve a Framework?
Buyer Admin: How do I manage data within a live local contract?
Buyer Admin: How do I approve or reject Local Contracts?
Buyer Admin: How do I bulk upload local contracts to the Contract Module?
Buyer Admin: Contract Spend Analysis
Bring your own BI (BYOBI)
The Purchasing Homepage and Administration Interface
Buyer Admin: How can I customise the Homepage for my organisation?
Buyer Admin: How do I create a Marketplace News article?
Buyer Admin: Introduction to the Administration interface
Workflow Editor
End User Management
Buyer Admin: Insights - How do I give access to users?
Buyer Admin - How do I deactivate a user's account?
Buyer Admin: How do I re-activate a user?
Buyer Admin - Can I update a user's name if their name changes?
Buyer Admin - How do I create new end user accounts (basket punchout)?
Sustainability (ESG) Module
Buyer Admin: An introduction to Sustainability Data on Purchasing
Buyer Admin: Sustainability - Reporting on the ESG Insights Dashboard
Buyer Admin: How do I map sustainability attributes (supplier and global)?
Buyer Admin: How do I create my own organisation specific sustainability attributes for suppliers?
Buyer Admin: How do I approve a supplier level Global Sustainability Attribute?
Supplier Catalogue Management
Buyer Admin: The Supplier Onboarding Module (SIM) overview
Buyer Admin: How do I connect with a supplier on my Purchasing marketplace?
Buyer Admin: How do I bulk invite suppliers to my Purchasing marketplace?
Buyer Admin: How do I make a hidden catalogue visible again?
Buyer Admin: How do I hide an entire supplier's catalogue?
Buyer Admin: How do I export a supplier catalogue?
Buyer Admin: How do I mark an entire supplier catalogue as 'Preferred'?
Buyer Admin: Price Approval - How do I approve or reject a price file?
Buyer Admin - How can I change an item's visibility or status?
Buyer Admin: How do I enable/disable a marketplace supplier in Free Format?
Supplier documentation
Managing catalogue data on the Supplier Portal
Supplier: How do I complete the OneAdvanced data templates?
Supplier: How do I upload my products?
Supplier: How do I add delivery charges to my catalogue?
UNSPSC Version Update Guide
Supplier: How do I hide a product from a buyer(s)?
Supplier: How do I amend catalogue pricing?
Supplier: How do I upload PDF documents to my products?
Supplier: How do I maintain leading zeros on a .csv download?
Supplier: How do I create new products individually?
Supplier: How do I export my catalogue?
Supplier: eClass codes
Supplier: How do I approve a price file?
Supplier: Catalogue Management tab - What does each file status mean?
Supplier: How do I upload images to my catalogue?
Supplier: How do I provide catalogue pricing?
Supplier: How do I delete products from my catalogue?
Supplier: Catalogue Management tab: How do I use the filtering options
Supplier: How do I edit my product data?
Supplier: Why has my price file failed?
Supplier: How do I amend a catalogue number?
Trader suppliers
Search and product visibility
Supplier: How do my products appear on Purchasing?
Supplier: The Purchasing Search: An overview for suppliers
Supplier: How do I find out if a product is currently visible to my buyers?
Contract Module
Supplier: Introduction to the Contract Module
Supplier: How do I update an active contract?
Supplier: Contract spend analysis
Supplier: How do I export contract data from the Contract Module?
Supplier: How do I activate a framework contract?
Supplier: How do I set up a local contract?
Sustainability Module
Supplier: How do I tag my products with sustainability attributes (Global and Supplier)?
Supplier: How do I tag my organisation against a global sustainability attribute?
Supplier: How do I create and manage supplier sustainability attributes?
Supplier: How can I see which of my products have sustainability attributes already assigned?
Supplier: How do I remove a sustainability attribute from my data?
Supplier: An introduction to managing sustainability data
Supplier: Sustainability - Reporting on the ESG Insights Dashboard
eQuotes
Insights reporting
Supplier Insights: Categorisation (UNSPSC) Dashboard
Supplier: How can I view Insights reports?
Supplier Insights: On and Off Catalogue Orders
Orders and Invoices
Supplier: Purchase Orders
Supplier: How do I resend a rejected e-invoice?
Supplier: PO flip invoicing and Credit Notes
Supplier: How can I review any invoice rejections?
Updating my profile
Buyer End User documentation
Buyer User Guide: How do I use the eQuotes module?
Buyer User Guide: How do I configure my Homepage?
Buyer User Guide: End User (eReqs and basket workflow users only): Multi Factor Authentication for logins
Buyer User Guide: How do I 'favourite' a product?
Buyer User Guide: How do I search for sustainable products?
Buyer User Guide: How do I create and use Saved Baskets?
Buyer User Guide: How do I download a PDF copy of my Purchase Order?
Buyer User Guide: The Purchasing Homepage
Buyer User Guide: How do I raise a free text order?
Supported Frameworks
Buyer Insights: On and Off Catalogue Orders
Buyer User Guide: Searching on the Purchasing marketplace
Buyer User Guide: How do I customise Insights on the homepage?
Release Notes & Product Roadmap
Release Notes
2026
2025
2025-12-11 Release Notes
2025-11-13 Release Notes
2025-10-16 Release Notes
2025-08-21 Release Note
2025-07-24 Release Notes
2025-07-10 Release Notes
2025-06-26 Release Notes
2025-05-30 Release Notes
2025-05-01 Release Notes
2025-04-04 Release Notes
2025-03-20 Release Notes
2025-03-06 Release Notes
2025-02-20 Release Notes
2024
2024-10-31 Release Notes
2024-10-17 Release Notes
2024-10-03 Release Notes
2024-09-05 Release Notes
2024-07-18 Release Notes
2024-06-20 Release Notes
2024-06-06 Release Notes
2024-05-23 Release Notes
2024-05-09 Release Notes
2024-04-18 Release Notes
2024-02-22 Release Notes
2024-01-18 Release Notes
2023
2023-12-11 Release Notes
2023-11-23 Release Notes
2023-11-09 Release Notes
2023-10-26 Release Notes
2023-10-12 Release Notes
2023-09-28 Release Notes
2023-08-30 Release Notes
2023-08-17 Release Notes
2023-08-03 Release Notes
2023-07-06 Release Notes
2023-06-22 Release Notes
2023-06-07 Release Notes
2023-05-24 Release Notes
2023-05-11 Release Notes
2023-04-27 Release Notes
2023-04-13 Release Notes
2023-03-30 Release Notes
2023-03-16 Release Notes
2023-03-02 Release Notes
2023-02-16 Release Notes
2023-02-02 Release Notes
2023-01-19 Release Notes
2022
2022-12-08 Release Notes
2022-10-13 Release Notes
2022-08-18 Release Notes
2022-08-04 Release Notes
2022-07-07 Release Notes
2022-06-23 Release Notes
2022-06-09 Release Notes
2022-05-26 Release Notes
2022-04-28 Release Notes
2022-03-03 Release Notes
2022-02-17 Release Notes
2022-01-13 Release Notes
2021
2021-11-25 Release Notes
2021-10-14 Release Notes
2021-09-30 Release Notes
2021-09-14 Release Notes
2021-09-11 Release Notes
2021-09-02 Release Notes
2021-08-19 Release Notes
2021-08-05 Release Notes
2021-07-22 Release Notes
2021-07-08 Release Notes
2021-06-24 Release Notes
2021-06-17 Release Notes
2021-05-27 Release Notes
2021-04-08 Release Notes Amendments Service
2021-03-04 Release Notes
2021-02-04 Release Notes
2021-01-21 Release Notes
2020-12-17 Release Notes
Product Roadmap
Marketplace (Purchasing) Video Content
Video - Purchasing Overview Project v1
Video - Saved Baskets and Favourites
Video - eOligo Module
Video - eServices Module
Video - Managing Internal Catalogues
Video - eQuotes
Video - Free Format
Video - eCatalogue Overview
Video - Supplier Insights
Video - Basket Workflow
Video - eFinancials Integration.mp4
Video - Punchouts
Video - Contract Management
Video - PO Flip eInvoicing
Video - Price Approval
Video - eRequisitions
Video - Sustainability Module - Buyers and Suppliers
Video - Buyer Insights
Logging into the Purchasing Marketplace
Buyer Admin: Accessing locked admin log-ins (including forgotten password)
Supplier: Multi Factor Authentication when logging in
Supplier: How do I request a new supplier portal login to be created?
Buyer Admin - How do I access my admin account?
Setting up MFA in Google Chrome Extension
Supplier: How do I reset my Purchasing account password?
Buyer Admin: Multi Factor Authentication for logins
Inactive User Account - How can I reactivate my marketplace login?
Setting up MFA in Microsoft Authenticator and Removing an Existing QR code
MFA Browser Extensions
Table of Contents
- All Categories
- Buyer Admin documentation
- Bring your own BI (BYOBI)
- BYOBI Data Dictionary - Invoice
BYOBI Data Dictionary - Invoice
Updated
by Abigail Briggs
This guides aims to provide an understanding of the Invoice data set available via the Purchasing BYOBI solution. This solution is agnostic of any third-party reporting tool.
The invoice orders data is made up of two data tables
- Invoices: this table includes all of your organisations Invoices. The data is header level, it does not include line level
- Invoice Lines: this table includes the line level details of every invoice
Linking up with Order Data
In the Order_items table below, we provide the Purchase order number. However, if you wish to link the invoice line data with the order line data you can use the following keys to create a relationship in PowerBI
Invoice_Lines: ORDER_LINE_ID
Order_Items: ORDER_ITEM_ID
Invoices
This data table includes header level information for invoices.
Field Name | Data Type | Description |
BILL_ADDRESS_CITY | VARCHAR | |
BILL_ADDRESS_COUNTRY | VARCHAR | |
BILL_ADDRESS_COUNTY | VARCHAR | |
BILL_ADDRESS_NAME | VARCHAR | Name associated with the billing address |
BILL_ADDRESS_POSTCODE | VARCHAR | |
BILL_ADDRESS_STREET_1 | VARCHAR | |
BILL_ADDRESS_STREET_2 | VARCHAR | |
BILL_EMAIL | VARCHAR | |
BILL_FAX | VARCHAR | |
BILL_PHONE | VARCHAR | |
BUYER_ADDRESS_CITY | VARCHAR | |
BUYER_ADDRESS_COUNTRY | VARCHAR | |
BUYER_ADDRESS_COUNTY | VARCHAR | |
BUYER_ADDRESS_NAME | VARCHAR | Name of the buyer or receiving entity |
BUYER_ADDRESS_POSTCODE | VARCHAR | |
BUYER_ADDRESS_STREET_1 | VARCHAR | |
BUYER_ADDRESS_STREET_2 | VARCHAR | |
BUYER_EMAIL | VARCHAR | Email address of the buyer |
BUYER_FAX | VARCHAR | |
BUYER_ID | NUMERIC | Unique ID of the Company or Business unit the invoice has been raised for |
BUYER_PHONE | VARCHAR | |
CURRENCY | VARCHAR | Currency of invoice |
DATE_CREATED | TIMESTAMP | Date the invoice record was created in the system |
DATE_OF_INVOICE | TIMESTAMP | Date of invoice |
DUE_AMOUNT | NUMERIC | Total amount to be paid |
GROSS_AMOUNT | NUMERIC | Total amount including taxes |
INVOICE_STATUS | NUMERIC | Current status of the invoice (e.g., Released To Buyer, Sent to Buyer, Rejected) |
INVOICE_TYPE | NUMERIC | CURRENTLY IN PROGRESS - Type of invoice (e.g., Full invoice, Partial Invoice, credit note) |
ISSUER_ADDRESS_CITY | VARCHAR | |
ISSUER_ADDRESS_COUNTRY | VARCHAR | |
ISSUER_ADDRESS_COUNTY | VARCHAR | |
ISSUER_ADDRESS_NAME | VARCHAR | Name of the supplier or issuing entity |
ISSUER_ADDRESS_POSTCODE | VARCHAR | |
ISSUER_ADDRESS_STREET_1 | VARCHAR | |
ISSUER_ADDRESS_STREET_2 | VARCHAR | |
ISSUER_EMAIL | VARCHAR | |
ISSUER_PHONE | VARCHAR | |
NET_AMOUNT | NUMERIC | Total amount excluding taxes |
NVOICE_ID | NUMERIC | Unique identifier for the invoice record (Primary key) |
REJECTION_REASON | VARCHAR | Reason the invoice was rejected (if applicable) |
REMIT_ADDRESS_CITY | VARCHAR | |
REMIT_ADDRESS_COUNTRY | VARCHAR | |
REMIT_ADDRESS_COUNTY | VARCHAR | |
REMIT_ADDRESS_NAME | VARCHAR | Name associated with the remittance address (where payments are sent) |
REMIT_ADDRESS_POSTCODE | VARCHAR | |
REMIT_ADDRESS_STREET_1 | VARCHAR | |
REMIT_ADDRESS_STREET_2 | VARCHAR | |
REMIT_EMAIL | VARCHAR | |
REMIT_FAX | VARCHAR | |
REMIT_PHONE | VARCHAR | |
SHIPPING_AMOUNT | NUMERIC | |
SUBTOTAL_AMOUNT | NUMERIC | Total amount before taxes |
SUPPLIER_ID | NUMERIC | Unique identifier of the supplier issuing the invoice |
SUPPLIER_INVOICE_NUMBER | VARCHAR | Invoice number/reference provided by the supplier |
SUPPLIER_VAT_NUMBER | VARCHAR |
Invoice Lines
This includes the line level details for each invoice raised. An automatic relationship has been set up with the above Invoice table so that you can extract both invoices and invoice lines data
Field Name | Data Type | Description |
CURRENCY | VARCHAR | Currency on the invoice |
CUSTOMER_REF | NUMERIC | Customer unique reference |
GROSS_AMOUNT | NUMERIC | Line Gross amount |
INVOICE_ID | NUMERIC | Unique identifier of the parent invoice to which this line belongs (Foreign key to the invoice table) |
INVOICE_LINE_NUMBER | NUMERIC | Sequential number identifying the line within the invoice (For XML invoices line number is specified by the supplier, for PO Flip invoices specified by the order of the lines on the invoice) |
INVOICE_LINES_ID | NUMERIC | Unique identifier for the invoice line record (Primary Key) |
ITEM_DESCRIPTION | VARCHAR | Description of the goods or services provided (Specified by the supplier on XML invoices) |
LINKED_LINE_ID | NUMERIC | |
NET_AMOUNT | NUMERIC | Line net amount |
ORDER_LINE_ID | NUMERIC | Unique identifier for the associated purchase order line (Foreign key to the ORDER_ITEM_ID in the order_items table |
ORDER_LINE_NUMBER | VARCHAR | |
PO_ID | NUMERIC | Internal system purchase order identifier (Foreign key to the Purchase Orders table) |
PURCHASE_ORDER_NUM | VARCHAR | External purchase order number associated with the invoice line |
QUANTITY | NUMERIC | Number of units invoiced for this line item |
SUBTOTAL_AMOUNT | NUMERIC | Line sub-total amount |
SUPPLIER_COMMENTS | VARCHAR | |
SUPPLIER_PART_NUMBER | VARCHAR | Supplier’s reference or part number for the item |
TAX_AMOUNT | NUMERIC | Line tax amount |
TAX_CODE | VARCHAR | Line Tax code (Tax code is taken from the Purchase order for PO Flip Invoices. For XML, it relies on supplier sending it). |
TAX_RATE | NUMERIC | Tax rate i.e. the percentage |
UNIT_OF_MEASURE | VARCHAR | Unit of measure for the item |
UNIT_PRICE | NUMERIC | Price per unit of the item or service |