TDV Adapter for Reckon

Build 22.0.8462

Items

Create, update, delete, and query Reckon Items.

Table Specific Information

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 Items are Id, TimeModified, FullName, Type, and IsActive. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. FullName may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

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

Insert

When inserting the Item, specify the Type and Name fields. Depending on the Type, other columns may also be required in the insertion. See the list below to see which columns are required for special cases:

  • FixedAsset: Requires Name, Type, AcquiredAs, PurchaseDesc, and PurchaseDate.
  • SalesTaxGroup: Requires Name, Type, and at least one SalesTax Line Item. SalesTaxGroups must be inserted via the ItemLineItems table.

Columns

Name Type ReadOnly References Description
ID [KEY] String True

The unique identifier.

Name String False

The name of the item.

FullName String True

Full item name in the format parentname:name if the item is a subitem.

Type String False

The type of item. This is required to have a value when inserting.

The allowed values are Unknown, Service, Inventory, NonInventory, Payment, Discount, SalesTax, SubTotal, OtherCharge, InventoryAssembly, Group, SalesTaxGroup, FixedAsset.

The default value is ALL.

Account String False

Accounts.FullName

Account name the item is associated with.

AccountId String False

Accounts.ID

Account Id the item is associated with.

COGSAccount String False

Accounts.FullName

Cost of Goods Sold account for the item.

COGSAccountId String False

Accounts.ID

Cost of Goods Sold account for the item.

AssetAccount String False

Accounts.FullName

Inventory asset account for the item if it is an inventory item.

AssetAccountId String False

Accounts.ID

Inventory asset account for the item if it is an inventory item.

DateSold Datetime False

Indicates the date an asset was sold. This is required for fixed asset items. It is not used for any other types of items.

PurchaseDate Date False

Indicates date asset was purchased. This field is required for the fixed-asset item type. It is not used by any other item type.

ItemCount Integer False

The number of line items associated with the inventory assembly.

ParentName String False

Items.FullName

The parent name of the item if the item is a subitem.

ParentId String False

Items.ID

The parent Id of the item if the item is a subitem.

Description String False

A description of the item.

Price Double False

The price for the item.

PricePercent Double False

A price percent for this item (you might use a price percent if, for example, you are a service shop that calculates labor costs as a percentage of parts costs). If you set PricePercent, Price will be set to zero. Not used for payment, sales tax, or subtotal items.

AverageCost Double True

The average cost of the item.

IsActive Boolean False

Whether the item is active or not.

PurchaseCost Double False

Purchase cost for the item.

PurchaseDescription String False

Purchase description for the item.

ExpenseAccount String False

Accounts.FullName

Expense account for the item.

ExpenseAccountId String False

Accounts.ID

Expense account for the item.

PreferredVendor String False

Vendors.Name

Preferred vendor for the item.

PreferredVendorId String False

Vendors.ID

Preferred vendor for the item.

QuantityOnHand Double True

Quantity in stock for this inventory item.

QuantityOnOrder Double True

The number of these items that have been ordered from vendors, but not received.

QuantityOnSalesOrder Double True

The number of these items that have been ordered by customers, but not delivered.

InventoryDate Date False

The date when the item was converted into an inventory item.

ReorderPoint Double False

Quantity at which the user will be reminded to reorder this inventory item.

Barcode String False

Barcode for the item.

TaxCode String False

SalesTaxCodes.Name

Reference to a sales tax code predefined within Reckon.

TaxCodeId String False

SalesTaxCodes.ID

Reference to a sales tax code predefined within Reckon.

IsTaxIncluded Boolean False

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

PurchaseTaxCode String False

SalesTaxCodes.Name

Reference to a purchase tax code predefined within Reckon. Only available in international versions of Reckon.

PurchaseTaxCodeId String False

SalesTaxCodes.ID

This is a reference to a purchase tax code predefined within Reckon. Available in only international versions of Reckon.

PaymentMethodName String False

PaymentMethods.Name

The method of payment: check, credit card, etc.

PaymentMethodId String False

PaymentMethods.ID

The method of payment: check, credit card, etc.

TaxRate Double False

The percentage rate of tax.

TaxVendorName String False

SalesTaxItems.Name

The VENDOR or tax agency to whom taxes are due.

TaxVendorId String False

SalesTaxItems.ID

The VENDOR or tax agency to whom taxes are due.

SpecialItemType String False

The type of the item when the value of item type is Unknown. Calling Add on such an item will result in an error, however Get or GetByName can get any item without causing an error.

The allowed values are FinanceCharge, ReimbursableExpenseGroup, ReimbursableExpenseSubtotal.

VendorOrPayeeName String False

Name of the vendor from whom this asset was purchased.

IsPrintItemsInGroup Boolean False

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

SalesExpense String False

Any expenses that were incurred during the sale of a fixed asset. This is applicable only if the asset has been sold.

AssetAcquiredAs String False

Indicates whether this item was new or used when the business acquired it. If AssetAcquiredAs is left blank, it will not be sent in the request.

The allowed values are New, Old.

AssetDescription String False

Description of the asset.

AssetLocation String False

Where the asset is located or has been placed into service.

AssetPONumber String False

The purchase order number associated with this asset.

AssetSerialNumber String False

The serial number of the asset.

AssetWarrantyExpires Date False

The date when the warranty for this asset expires.

AssetNotes String False

Additional information about the asset.

AssetNumber String False

The number used by the Reckon Fixed Asset Manager to identify this asset.

AssetCostBasis Double False

The total cost of the fixed asset. This can include the cost of improvements or repairs. This amount is used to figure depreciation.

AssetDepreciation Double False

The amount the fixed asset has lost in value since it was purchased, as of the end of the year.

AssetBookValue Double False

A reasonable estimate of the sales value of the fixed asset, as of the end of the year.

Sublevel Integer True

The number of ancestors this item has.

CustomFields String False

Custom fields returned from Reckon and formatted into XML.

EditSequence String True

An identifier for this copy of the object.

TimeModified Datetime True

When the item was last modified.

TimeCreated Datetime True

When the item 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.

ActiveStatus String

This pseudo column is deprecated and should no longer be used. Limits the search to active or inactive records only or all records.

The allowed values are ALL, ACTIVE, INACTIVE, NA.

The default value is ALL.

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Build 22.0.8462