CreditMemoLineItems
Create, update, delete, and query Reckon Credit Memo Line Items.
Table Specific Information
CreditMemos may be inserted, queried, or updated via the CreditMemoLineItems table. CreditMemos may be deleted by using the CreditMemos 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 CreditMemos are Id, ReferenceNumber, Date, TimeModified, CustomerName, CustomerId, AccountsReceivable, and AccountsReceivableId. 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 CreditMemoLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'
Insert
To add a CreditMemo, specify a Customer and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new CreditMemo transaction. For example, the following will insert a new CreditMemo with two Line Items:
INSERT INTO CreditMemoLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Repairs', 1) INSERT INTO CreditMemoLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Removal', 2) INSERT INTO CreditMemoLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM CreditMemoLineItems#TEMP
Columns
Name | Type | ReadOnly | References | Description |
ID [KEY] | String | True |
The unique identifier in the format CreditMemoId|ItemLineId. | |
CreditMemoId | String | False |
CreditMemos.ID |
The item identifier. |
ReferenceNumber | String | False |
The transaction reference number. | |
TxnNumber | Integer | True |
The transaction number. An identifying number for the transaction, different from the Reckon-generated Id. | |
Date | Date | False |
The date of the transaction. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value. | |
CustomerName | String | False |
Customers.FullName |
The name of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting. |
CustomerId | String | False |
Customers.ID |
The Id of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting. |
AccountsReceivable | String | False |
Accounts.FullName |
A reference to the name of the accounts-receivable account where the money received from this transaction will be deposited. |
AccountsReceivableId | String | False |
Accounts.ID |
A reference to the Id of the accounts-receivable account where the money received from this transaction will be deposited. |
ShipMethod | String | False |
ShippingMethods.Name |
The shipping method. |
ShipMethodId | String | False |
The shipping method id. | |
ShipDate | Date | False |
The shipping date. | |
Memo | String | False |
A memo regarding this transaction. | |
Amount | Double | False |
Total amount for this transaction. | |
Message | String | False |
CustomerMessages.Name |
A message to the customer. |
MessageId | String | False |
Id of the message to the customer. | |
SalesRep | String | False |
SalesReps.Initial |
Reference to (the initials of) the sales rep. |
SalesRepId | String | False |
SalesReps.ID |
Reference Id to 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 of the credit memo. | |
BillingState | String | False |
State name for the billing address of the credit memo. | |
BillingPostalCode | String | False |
Postal code for the billing address of the credit memo. | |
BillingCountry | String | False |
Country for the billing address of the credit memo. | |
BillingNote | String | False |
Note for the billing address of the credit memo. | |
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 of the credit memo. | |
ShippingState | String | False |
State name for the shipping address of the credit memo. | |
ShippingPostalCode | String | False |
Postal code for the shipping address of the credit memo. | |
ShippingCountry | String | False |
Country for the shipping address of the credit memo. | |
ShippingNote | String | False |
Note for the shipping address of the credit memo. | |
Subtotal | Double | True |
The gross subtotal. This does not include tax or the amount already paid. | |
Tax | Double | False |
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. | |
IsPending | Boolean | False |
Transaction status (whether this transaction has been completed or it is still pending). | |
IsToBeEmailed | Boolean | False |
Whether this credit memo is to be emailed. | |
IsToBePrinted | Boolean | False |
Whether this transaction is to be printed. | |
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 |
The payment terms. | |
TermsId | String | False |
The payment terms. | |
CreditRemaining | Double | True |
Remaining credit. | |
DueDate | Date | False |
Date when the credit is due. | |
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. |
CustomerSalesTax | String | False |
SalesTaxCodes.Name |
Reference to sales tax information for the customer. |
CustomerSalesTaxId | String | False |
Reference to sales tax information for 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. |
CustomFields | String | False |
Custom fields returned from Reckon and formatted into XML. | |
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. Reference to a group of line items this item is part of. |
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 |
SalesTaxItems.Name |
Sales tax information for this item (taxable or nontaxable). |
ItemTaxCodeId | String | False |
Sales tax information for this item (taxable or nontaxable). | |
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 name of the item. |
ItemOther1 | String | False |
The Other1 field of this line item. | |
ItemOther2 | String | False |
The Other2 field of this line item. | |
ItemCustomFields | String | False |
The custom fields for this lineitem. | |
ItemIsGetPrintItemsInGroup | String | False |
If true, a list of this group's individual items their amounts will appear on printed forms. | |
EditSequence | String | True |
An identifier used for versioning for this copy of the object. | |
TimeModified | Datetime | True |
When the credit memo was last modified. | |
TimeCreated | Datetime | True |
When the credit memo 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. |