Tableau Connector for Reckon

Build 24.0.9062

SalesOrderLineItems

Create, update, delete, and query Reckon Sales Order Line Items.

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 SalesOrderLineItems 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. All Line Item columns can be used for inserting multiple Line Items for a new SalesOrder transaction. For example, the following will insert a new SalesOrder with two Line Items: 

INSERT INTO SalesOrderLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Repairs', 1)
INSERT INTO SalesOrderLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Removal', 2)
INSERT INTO SalesOrderLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM SalesOrderLineItems#TEMP

Inserting Into an Existing SalesOrder

To add a SalesOrderLineItem to an existing SalesOrder, specify the SalesOrderId, the Item's name, and the Item's Quanitiy. For example: 

INSERT INTO SalesOrderLineItems (SalesOrderId, ItemName, ItemQuantity) VALUES ('SalesOrderId', '01Item1', 1)

Columns

Name Type ReadOnly References Description
ID [KEY] String True

The unique identifier in the format SalesOrderId|ItemLineId.

SalesOrderId String False

SalesOrders.ID

The item 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.Name

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

ShippingMethods.ID

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

CustomerMessages.ID

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.

ExchangeRate Double False

Currency exchange rate for this sales order.

TotalAmountInHomeCurrency Double False

Returned for transactions in currencies different from the merchant's home currency.

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

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.

PONumber String False

Purchase order number.

Terms String False

Payment terms.

TermsId String False

Payment terms.

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.

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 information for this item (taxable or nontaxable).

ItemInvoicedAmount Double False

The amount of this sales order line that has been invoiced.

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 Id of the item.

ItemManuallyClosed Boolean False

Whether this sales order line is manually closed.

ItemOther1 String False

The Other1 field of this line item. QBXML version must be set to 6.0 or higher.

ItemOther2 String False

The Other2 field of this line item. QBXML version must be set to 6.0 or higher.

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.

CustomerTaxCode String False

SalesTaxCodes.Name

The tax code specific to this customer.

CustomerTaxCodeId String False

SalesTaxCodes.ID

The tax code specific to this customer.

IsToBePrinted Boolean False

Whether this sales order is to be printed.

IsToBeEmailed Boolean False

When true, if no email address is on file for the customer the transaction will fail.

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.

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
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 24.0.9062