CData JDBC Driver for Reckon 2019 - Online Help
Questions / Feedback?

CreditMemos

CData JDBC Driver for Reckon 2019 - Build 19.0.7354

Create, update, delete, and query Reckon Credit Memos.

Table Specific Information

CreditMemos may be inserted, queried, or updated via the CreditMemoLineItems table. CreditMemos may be deleted by using the CreditMemos 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 CreditMemos are Id, ReferenceNumber, Date, TimeModified, CustomerName, CustomerId, AccountsReceivable, and AccountsReceivableId. 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 CreditMemos WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditMemo, specify a Customer and at least one Line Item. The ItemAggregate column may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the CreditMemoLineItems table as # columns. For example, the following will insert a new CreditMemo with two Line Items:

INSERT INTO CreditMemos (CustomerName, ItemAggregate) 
VALUES ('Abercrombie, Kristy', 
'<CreditMemoLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</CreditMemoLineItems>')
To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns

Name Type ReadOnly References Description
ID [KEY] String True

The unique identifier.

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.

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.

CustomerName String False

Customers.FullName

The name of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting.

CustomerId String False

Customers.ID

The Id of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting.

AccountsReceivable String False

Accounts.FullName

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

AccountsReceivableId String False

Accounts.ID

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

ShipMethod String False

ShippingMethods.Name

The shipping method.

ShipMethodId String False

ShippingMethods.ID

The shipping method Id.

ShipDate Date False

The shipping date.

Memo String False

A memo regarding this transaction.

Amount Double False

Total amount for this transaction.

Message String False

CustomerMessages.Name

A message to the customer.

MessageId String False

CustomerMessages.ID

Id of the message to the customer.

SalesRep String False

SalesReps.Initial

Reference to (initials of) the sales rep.

SalesRepId String False

SalesReps.ID

Reference Id 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 of the credit memo.

BillingState String False

State name for the billing address of the credit memo.

BillingPostalCode String False

Postal code for the billing address of the credit memo.

BillingCountry String False

Country for the billing address of the credit memo.

BillingNote String False

Note for the billing address of the credit memo.

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 of the credit memo.

ShippingState String False

State name for the shipping address of the credit memo.

ShippingPostalCode String False

Postal code for the shipping address of the credit memo.

ShippingCountry String False

Country for the shipping address of the credit memo.

ShippingNote String False

Note for the shipping address of the credit memo.

Subtotal Double True

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

Tax Double False

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

Percentage charged for sales tax.

IsPending Boolean False

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

IsToBeEmailed Boolean False

Whether this credit memo is to be emailed.

IsToBePrinted Boolean False

Whether this transaction is to be printed.

IsTaxIncluded Boolean False

Determines if tax is included in the transaction amount. Available in only international editions of Reckon.

PONumber String False

The purchase order number.

Terms String False

The payment terms.

TermsId String False

The payment terms.

CreditRemaining Double True

Remaining credit.

DueDate Date False

Date when the credit is due.

Template String False

Templates.Name

The name of an existing template to apply to the transaction.

TemplateId String False

Templates.ID

The Id of an existing template to apply to the transaction.

CustomerSalesTax String False

SalesTaxCodes.Name

Reference to sales tax information for the customer.

CustomerSalesTaxId String False

SalesTaxCodes.ID

Reference to sales tax information for the customer.

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.

ExchangeRate Double False

Indicates the exchange rate for the transaction.

ItemCount Integer True

The count of line items.

ItemAggregate String False

An aggregate of the line item data which can be used for adding a credit memo and its line item data.

TransactionCount Integer True

The count of related transactions to the credi tmemo.

TransactionAggregate String True

An aggregate of the linked transaction data.

CustomFields String False

Custom fields returned from Reckon and formatted into XML.

EditSequence String True

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

TimeModified Datetime True

When the credit memo was last modified.

TimeCreated Datetime True

When the credit memo 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
Item* String

All line-item-specific columns may be used in insertions.

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.

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