SalesOrders
Create, update, delete, and query Reckon Sales Orders.
Table Specific Information
SalesOrders may be inserted, queried, or updated via the SalesOrders or SalesOrderLineItems table. SalesOrders may be deleted by using the SalesOrders 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 SalesOrders are Id, Date, TimeModified, ReferenceNumber, 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 SalesOrders WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'
Insert
To add a SalesOrder, specify the 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 SalesOrderLineItems tables and it starts with Item. For example, the following will insert a new SalesOrder with two Line Items:
INSERT INTO SalesOrders (CustomerName, ItemAggregate) VALUES ('Cook, Brian', '<SalesOrderLineItems> <Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row> <Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row> </SalesOrderLineItems>')
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 |
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. |
Date | Date | False |
Transaction date. | |
ShipMethod | String | False |
ShippingMethods.Name |
Shipping method. |
ShipMethodId | String | False |
Shipping method. | |
ShipDate | Date | False |
Shipping date. | |
Memo | String | False |
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. |
TotalAmount | Double | False |
Total amount for this transaction. | |
DueDate | Date | False |
Date the payment is due. | |
Message | String | False |
CustomerMessages.Name |
Message to the customer. |
MessageId | String | False |
Message to the customer. | |
SalesRep | String | False |
SalesReps.Initial |
Reference to (the initials of) the sales rep. |
SalesRepId | String | False |
SalesReps.ID |
Reference to the sales rep. |
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. |
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. | |
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 |
Note for the shipping address. | |
Subtotal | Double | True |
Gross subtotal. This does not include tax or the 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 |
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. | |
PONumber | String | False |
Purchase order number. | |
Terms | String | False |
Payment terms. | |
TermsId | String | False |
Payment terms. | |
ItemCount | Integer | True |
The count of item entries for this transaction. | |
ItemAggregate | String | False |
An aggregate of the line item data which can be used for adding a SalesOrders and its Line Item data. | |
TransactionCount | Integer | True |
The count of related transactions to the bill. | |
TransactionAggregate | String | True |
An aggregate of the linked transaction data. | |
CustomerTaxCode | String | False |
SalesTaxCodes.Name |
The tax code specific to this customer. |
CustomerTaxCodeId | String | False |
The tax code specific to this customer. | |
IsPrinted | Boolean | True |
Whether this invoice is to be printed. | |
IsManuallyClosed | Boolean | False |
Whether this sales order is manually closed. | |
IsFullyInvoiced | Boolean | True |
Whether this sales order is fully invoiced. | |
IsTaxIncluded | Boolean | False |
Determines if tax is included in the transaction amount. | |
IsToBePrinted | Boolean | False |
Whether this sales order is to be printed. | |
IsToBeEmailed | Boolean | False |
Whether this sales order is to be emailed. | |
Other | String | False |
A predefined Reckon custom field. | |
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 sales order was last modified. | |
TimeCreated | Datetime | True |
When the sales order 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. |