Tableau Connector for Reckon

Build 24.0.9060

CreditCardCreditLineItems

Create, update, delete, and query Reckon Credit Card Credit Line Items.

Table Specific Information

CreditCardCredits may be inserted, queried, or updated via the CreditCardCredits, CreditCardCreditExpenseItems, or CreditCardCreditLineItems tables. CreditCardCredits may be deleted by using the CreditCardCredits table.

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 CreditCardCredits are Id, ReferenceNumber, Date, TimeModified, AccountName, and AccountId. 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 CreditCardCreditLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditCardCredit, specify an Account and at least one Expense or Line Item. All Line Item columns can be used for inserting multiple Line Items for a new CreditCardCredit transaction. For example, the following will insert a new CreditCardCredit with two Line Items:

INSERT INTO CreditCardCreditLineItems#TEMP (AccountName, ItemName, ItemQuantity) VALUES ('CalOil Credit Card', '1/1/2011', 'Repairs', 1)
INSERT INTO CreditCardCreditLineItems#TEMP (AccountName, ItemName, ItemQuantity) VALUES ('CalOil Credit Card', '1/1/2011', 'Removal', 2)
INSERT INTO CreditCardCreditLineItems (AccountName, ItemName, ItemQuantity) SELECT AccountName, ItemName ItemQuantity FROM CreditCardCreditLineItems#TEMP

Columns

Name Type ReadOnly References Description
ID [KEY] String True

The unique identifier in the format CCCreditId|ItemLineId.

CCCreditId String False

CreditCardCredits.ID

The item identifier.

Date Date False

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.

ReferenceNumber String False

Reference number for the transaction.

AccountName String False

Accounts.FullName

A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.

AccountId String False

Accounts.ID

A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.

Memo String False

Memo to appear on internal reports only.

PayeeName String False

Vendors.Name

Name of the payee for the transaction.

PayeeId String False

Vendors.ID

Id of the payee for the transaction.

ItemLineId String True

The line item identifier.

ItemName String False

Items.FullName

The item name.

ItemId String False

Items.ID

The item name.

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 name. 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.

ItemCost Double False

The unit cost for an item.

ItemAmount Double False

Total amount for this item.

ItemBillableStatus String False

Billing status of the item.

The allowed values are EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED.

ItemCustomer String False

Customers.FullName

The name of the customer who ordered the item.

ItemCustomerId String False

Customers.ID

The Id of the customer who ordered the item.

ItemClass String False

Class.FullName

The name for the class of the item.

ItemClassId String False

Class.ID

The Id for the class of the item.

TimeModified Datetime True

When the bill was last modified.

TimeCreated Datetime True

When the bill 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.

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Build 24.0.9060