CData BizTalk Adapter for Reckon 2019 - Online Help
Questions / Feedback?

InvoiceLineItems

CData BizTalk Adapter for Reckon 2019 - Build 19.0.7354

Create, update, delete, and query Reckon Invoice Line Items.

Table Specific Information

Invoices may be inserted, queried, or updated via the Invoices or InvoiceLineItems tables. Invoices may be deleted by using the Invoices table.

This table has a Custom Fields column. See the Custom Fields page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can typically be used with only the equals or = comparison. The available columns for Invoices are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, IsPaid, Account, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM InvoiceLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an Invoice, specify a Customer and at least one Line Item. All columns denoted with a # are Line Item columns and can be used for inserting multiple Line Items for a new Invoice transaction. For example, the following will insert a new Invoice with two Line Items:

INSERT INTO InvoiceLineItems (CustomerName, ItemName#1, ItemQuantity#1, ItemName#2, ItemQuantity#2) VALUES ('Abercrombie, Kristy', 'Repairs', 1, 'Removal', 2)

Columns

Name Type ReadOnly References Description
ID [KEY] String True

The unique identifier in the format InvoiceId|ItemLineId.

InvoiceId String False

Invoices.ID

The unique identifier of the Invoice.

ReferenceNumber String False

The transaction reference number.

TxnNumber Integer True

The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.

CustomerName String False

Customers.FullName

The name of the customer on the invoice. Either CustomerName or CustomerId must have a value when inserting.

CustomerId String False

Customers.ID

The Id of the customer on the invoice. Alternatively give this field a value when inserting instead of CustomerName.

Account String False

Accounts.FullName

A reference to the accounts-receivable account where the money received from this transaction will be deposited.

AccountId String False

Accounts.ID

A reference to the accounts-receivable account where the money received from this transaction will be deposited.

Date Date False

The date of the transaction. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.

ShipMethod String False

ShippingMethods.Name

The shipping method associated with the invoice.

ShipMethodId String False

ShippingMethods.ID

The shipping method associated with the invoice.

ShipDate Date False

The shipping date associated with the invoice.

Memo String False

A memo regarding this transaction.

Class String False

Class.FullName

A reference to the class of the transaction.

ClassId String False

Class.ID

A reference to the class of the transaction.

Amount Double True

The total amount for this invoice.

Message String False

CustomerMessages.Name

A message to the vendor or customer to appear in the invoice.

MessageId String False

CustomerMessages.ID

A message to vendor or customer to appear in the invoice.

SalesRep String False

SalesReps.Initial

A reference to the (initials of) sales rep.

SalesRepId String False

SalesReps.ID

A reference to the sales rep.

FOB String False

Freight on board: The place to ship from.

BillingAddress String True

Full billing address returned by Reckon.

BillingLine1 String False

First line of the billing address.

BillingLine2 String False

Second line of the billing address.

BillingLine3 String False

Third line of the billing address.

BillingLine4 String False

Fourth line of the billing address.

BillingLine5 String False

Fifth line of the billing address.

BillingCity String False

City name for the billing address.

BillingState String False

State name for the billing address.

BillingPostalCode String False

Postal code for the billing address.

BillingCountry String False

Country for the billing address.

BillingNote String False

A note for the billing address.

ShippingAddress String True

Full shipping address returned by Reckon.

ShippingLine1 String False

First line of the shipping address.

ShippingLine2 String False

Second line of the shipping address.

ShippingLine3 String False

Third line of the shipping address.

ShippingLine4 String False

Fourth line of the shipping address.

ShippingLine5 String False

Fifth line of the shipping address.

ShippingCity String False

City name for the shipping address.

ShippingState String False

State name for the shipping address.

ShippingPostalCode String False

Postal code for the shipping address.

ShippingCountry String False

Country for the shipping address.

ShippingNote String False

A note for the shipping address.

Subtotal Double True

The gross subtotal of the invoice. This does not include tax or amount already paid.

Tax Double True

The total sales tax applied to this transaction.

TaxItem String False

SalesTaxItems.Name

A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.

TaxItemId String False

SalesTaxItems.ID

A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.

TaxPercent Double True

The percentage charged for sales tax.

PONumber String False

The purchase order number.

DueDate Date False

The date when payment is due.

Terms String False

The payment terms.

TermsId String False

The payment terms.

CustomFields String False

Custom fields returned from Reckon and formatted into XML.

ItemLineId# String True

The line item identifier.

ItemName# String False

Items.FullName

The item name.

ItemId# String False

Items.ID

The item identifier.

ItemGroup# String False

Items.FullName

Item group name. Reference to a group of line items this item is part of.

ItemGroupId# String False

Items.ID

Item group Id. Reference to a group of line items this item is part of.

ItemDescription# String False

A description of the item.

ItemQuantity# Double False

The quantity of the item or item group specified in this line.

ItemRate# Double False

The unit rate charged for this item.

ItemRatePercent# Double False

The rate precent charged for this item.

ItemTaxCode# String False

SalesTaxCodes.Name

Sales tax information for this item (taxable or nontaxable).

ItemTaxCodeId# String False

SalesTaxCodes.ID

Sales tax information for this item.

ItemAmount# Double False

Total amount for this item.

ItemClass# String False

Class.FullName

The class name of the item.

ItemClassId# String False

Class.ID

The class name of the item.

ItemServiceDate# Date False

The service date for the item if the item is a type of service.

ItemOther1# String False

The Other1 field of this line item.

ItemOther2# String False

The Other2 field of this line item.

ItemCustomFields# String False

The custom fields for this line item.

ItemIsGetPrintItemsInGroup# String False

If true, a list of this group's individual items their amounts will appear on printed forms.

AppliedAmount Double True

The total amount of applied credits and payments.

Balance Double False

The unpaid amount for this sale.

CustomerTaxCode String False

SalesTaxCodes.Name

The tax code specific to this customer.

CustomerTaxCodeId String False

SalesTaxCodes.ID

The tax code specific to this customer.

IsToBePrinted Boolean False

Whether this invoice is to be printed.

IsToBeEmailed Boolean False

Whether this invoice is to be emailed.

IsPaid Boolean True

Whether this invoice has been paid in full.

IsTaxIncluded Boolean False

Determines if tax is included in the transaction amount.

IsPending Boolean False

The transaction status (whether this transaction has been completed or it is still pending).

IsFinanceCharge String False

Whether this invoice includes a finance charge.

The allowed values are NotSet, IsFinanceCharge, NotFinanceCharge.

The default value is NotSet.

Template String False

Templates.Name

A reference to a template specifying how to print the transaction.

TemplateId String False

Templates.ID

A reference to a template specifying how to print the transaction.

SuggestedDiscountAmount Double False

A suggested discount amount for the invoice.

SuggestedDiscountDate Date False

A suggested discount date for the invoice.

ExchangeRate Double False

Currency exchange rate for this invoice.

BalanceInHomeCurrency Double False

Balance remaining in units of the home currency.

Other String False

Other data associated with the invoice.

EditSequence String True

An identifier used for versioning for this copy of the object.

TimeModified Datetime True

When the invoice was last modified.

TimeCreated Datetime True

When the invoice was created.

Pseudo-Columns

Pseudo Column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
StartTxnDate String

This pseudo column is deprecated and should no longer be used. Earliest transaction date to search for.

EndTxnDate String

This pseudo column is deprecated and should no longer be used. Latest transaction date to search for.

StartModifiedDate String

This pseudo column is deprecated and should no longer be used. Earliest modified date to search for.

EndModifiedDate String

This pseudo column is deprecated and should no longer be used. Latest modified date to search for.

LinkToTxnId# String

Link this transaction to another transaction. This is only available during inserts.

ItemLinkToTxnId# String

Link this individual line item to another transaction. This is only available during inserts.

ItemLinkToTxnLineId# String

Link this individual line item to another transaction line item. This is only available during inserts.

 
 
Copyright (c) 2020 CData Software, Inc. - All rights reserved.
Build 19.0.7354.0