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Table 19 - Financial securities

  • This article presents the fields of the financial securities integration layout. To better understand the concept behind bonds, see our article on Financial Security Concept.
OrderField DescriptionFormat and SizeRequiredVersionRemarks
1Table Identifier (IDENTIFICADOR)FIXO=19 (2)Yes1.4
2Title Code (code)Text (30)Yes1.4For the title to be imported/updated, it is also necessary to fill in the “Parcel Number”.
3Parcel Number (numParcela)Text (20)No1.4
4Customer’s CPF or CNPJ (cpfCNPJCliente)Text (20)Yes1.4With mask
5Date and Time of Issuance (dataEmissao)DateTimeYes1.4
6Expiration Date (dataVencimento)DateTimeYes1.4
7Title Type (tipoTitulo)Text (50)Yes1.4Ex. Boleto, Cheque, Carnê..
8Title Value (value)DecimalYes1.4
9Title Paid (paid off)Integer (1)Yes1.40 – Open 1- Paid off
10Active (active)Integer (1)No1.40 – Inactive (Deleted) 1 – Asset
11Accumulated value of Fines and Interest (valorMultaJuros)DecimalNo2.10Some partners resend expired titles every day with the Value of Fines and Interest updated.
12Customer Code (codCliente)Integer (10)No2.20
13

Last date update

(dataUltimaAtualizacao)

TimeDateNo3.70

This field is used by the Collections Registration module.

All receipts registered after this time change the Customer’s available Credit Limit, while older entries are disregarded (we consider that the amount has already been deducted from the title).

14

Document number

(numDocumento)

Text (50)No3.70

Can be used to send the Document Number that generated the title.

EX: NF-e 1024 / Order 102345

15

Payment date
(dataPagamento)

DateNo4.14

Title payment date.

Attention: Only fill in this field if the title is paid off.

16

Amount of commission
(valorComissao)

DecimalNo4.14

Amount of commission that the seller will receive.

This field only needs to be entered if you have commission control based on the payment of financial securities, in this case we also recommend filling in the “Payment date” field.

17

Branch/Unit
(codFilial)

Text (15)
No4.56

Determines the code of the Branch to be which this title is linked to.

18Seller Code
(codVendedor)
Integer (10)
No5.14Optional field.
If not informed:all sellers who serve the customer view the financial title.
If informed: Only the salesperson and their managers view this title, that is, it will not appear to other salespeople who serve the same customer.

Registration Example:

19|5349|1|10.449.962/0001-86|2020-01-02|2020-02-01|Duplicate|5792.00|0|1|0.00|4441|2020-02-28 14:30:00| NF-e 1024 / Order 102345 |