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 |
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 |
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 |
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.
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. |