Estimates

Create, update, delete, and query Reckon Estimates.

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 typically be used with only the equals or = comparison. The available columns for Estimates 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 Estimates 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. 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 EstimateLineItems table and it starts with Item. For example, the following will insert a new Estimate with two Line Items:

INSERT INTO Estimates (CustomerName, ItemAggregate) 
VALUES ('Abercrombie, Kristy', 
'<EstimateLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</EstimateLineItems>')

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. 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.
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 the terms of payment, predefined within Reckon.
TermsId	String	False		A reference to the 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.
ExchangeRate	Double	False		Indicates the exchange rate for the transaction.
DueDate	Date	True		Date when credit is due.
Other	String	False		Other data associated with the estimate.
ItemCount	Integer	True		A count of the line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a estimates and its line item data.
TransactionCount	Integer	True		The count of related transactions to the estimates.
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 estimate was last modified.
TimeCreated	Datetime	True		When the estimate 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.