Power BI Connector for Reckon

Build 23.0.8839

ItemLineItems

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

Table Specific Information

Item Line Items may be inserted, deleted, and updated via the ItemLineItems table. Item Line Items refer to the Line Items associated with item groups, inventory assemblies, or sales tax groups.

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

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

Insert

To add a Line Item, specify the ItemId or Assembly Id columns of the Item Group or Assembly you want to add the Line Item to when making the insertion. For example:

INSERT INTO ItemLineItems (ItemId, LineItemName, LineItemQuantity) VALUES ('430001-1071511103|130000-933272656', 'Hardware:Doorknobs Std', 1)

To insert a new Inventory Assembly, Item Group, or Sales Tax Group with Line Items, provide the Name and Type columns and at least one Line Item. For example:

INSERT INTO ItemLineItems#TEMP (Name, Type, LineItemName, LineItemQuantity) VALUES ('MyItemGroup', 'ItemGroup', 'Hardware:Doorknobs Std', 1)
INSERT INTO ItemLineItems#TEMP (Name, Type, LineItemName, LineItemQuantity) VALUES ('MyItemGroup', 'ItemGroup', 'Cabinets', 2)
INSERT INTO ItemLineItems (Name, Type, LineItemName, LineItemQuantity) SELECT Name, Type, LineItemName, LineItemQuantity FROM ItemLineItems#TEMP

Columns

Name Type ReadOnly References Description
ID [KEY] String True

The unique identifier in the format ItemId|ItemLineId.

ItemId String False

Items.ID

The unique identifier for the inventory assembly or group item.

Name String False

The name of the inventory assembly or group.

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 default value is ALL.

Account String False

Accounts.FullName

Account name the inventory assembly or group is associated with.

AccountId String False

Accounts.ID

Account Id the inventory assembly or group is associated with.

COGSAccount String False

Accounts.FullName

Cost of Goods Sold account for the inventory assembly or group.

COGSAccountId String False

Accounts.ID

Cost of Goods Sold account for the inventory assembly or group.

AssetAccount String False

Accounts.FullName

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

AssetAccountId String False

Accounts.ID

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

LineItemId String False

Items.ID

The line item identifier. Either LineItemId or LineItemName need to have a value when inserting.

LineItemName String False

Items.FullName

The line item name. Either LineItemId or LineItemName need to have a value when inserting.

LineItemQuantity Double False

The line item quantity.

ParentName String False

Items.FullName

The parent name of the inventory assembly or group if the inventory assembly or group is a subitem.

ParentId String False

Items.ID

The parent Id of the inventory assembly or group if the inventory assembly or group is a subitem.

Description String False

A description of the inventory assembly or group.

Price Double False

The price for the inventory assembly or group.

AverageCost Double True

The average cost of the inventory assembly or group.

IsActive Boolean False

Whether the inventory assembly or group is active or not.

PurchaseCost Double False

Purchase cost for the inventory assembly or group.

PurchaseDescription String False

Purchase description for the inventory assembly or group.

ExpenseAccount String False

Expense account for the inventory assembly or group.

PreferredVendor String False

Vendors.Name

Preferred vendor for the inventory assembly or group.

PreferredVendorId String False

Vendors.ID

Preferred vendor for the inventory assembly or group.

TaxCode String False

SalesTaxCodes.Name

This is a reference to a sales tax code predefined within Reckon.

TaxCodeId String False

SalesTaxCodes.ID

This is a reference to a sales tax code predefined within Reckon.

PurchaseTaxCode String False

SalesTaxCodes.Name

This is a 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. Only available in international versions of Reckon.

IsTaxIncluded Boolean False

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

CustomFields String False

Custom fields returned from Reckon and formatted into XML.

TimeModified Datetime True

When the inventory assembly or group was last modified.

TimeCreated Datetime True

When the inventory assembly or group 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 23.0.8839