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EstimateLineItems

CData JDBC Driver for Reckon 2019 - Build 19.0.7354

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

Table Specific Information

Estimates may be inserted, queried, or updated via the Estimates or EstimateLineItems tables. Estimates may be deleted by using the Estimates 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 only be used with the equals or = comparison. The available columns for Estimates are Id, ReferenceNumber, Date, TimeModified, CustomerName, and CustomerId. 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 EstimateLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an Estimate, 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 Estimate transaction. For example, the following will insert a new Estimate with two Line Items:

INSERT INTO EstimateLineItems (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 EstimateId|ItemLineId.

EstimateId String False

Estimates.ID

The unique identifier of the estimate.

ReferenceNumber String False

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

Customer name this transaction is recorded under. This is required to have a value when inserting.

CustomerId String False

Customers.ID

Customer Id this transaction is recorded under. This is required to have a value when inserting.

Date Date False

Transaction date.

Memo String False

Memo regarding this transaction.

TotalAmount Double True

Total amount for this transaction.

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 percent 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 Id for this tax 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.

ItemMarkupRate# Double False

Item markup rate, to be applied over the base purchase cost.

ItemMarkupRatePercent# Double False

Item markup rate percent, to be applied over the base purchase cost.

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.

Message String False

CustomerMessages.Name

Message to the customer.

MessageId String False

CustomerMessages.ID

Message to 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.

SalesRep String False

SalesReps.Initial

Reference to (initials of) the sales rep.

SalesRepId String False

SalesReps.ID

Reference to (initials of) 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

Note for the billing address.

ShippingAddress String True

Full shipping address returned by Reckon. Requires QBBXML Version 7.0 or higher.

ShippingLine1 String False

First line of the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingLine2 String False

Second line of the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingLine3 String False

Third line of the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingLine4 String False

Fourth line of the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingLine5 String False

Fifth line of the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingCity String False

City name for the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingState String False

State name for the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingPostalCode String False

Postal code for the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingCountry String False

Country for the shipping address. Requires QBBXML Version 7.0 or higher.

ShippingNote String False

Note for the shipping address. Requires QBBXML Version 7.0 or higher.

Subtotal Double True

Gross subtotal. This does not include tax/amount already paid.

Tax Double True

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.

IsActive Boolean False

Whether or not the estimate is active.

IsToBeEmailed Boolean False

Whether or not this email is to be emailed.

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

A reference to terms of payment, predefined within Reckon.

TermsId String False

A reference to terms of payment, predefined within Reckon.

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.

CustomerSalesTaxName 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.

DueDate Date True

Date when credit is due.

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
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.

ItemPriceLevel# String

Item price level name. Reckon will not return the price level.

 
 
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Build 19.0.7354.0