Tableau Connector for Reckon

Build 24.0.9060

EstimateLinkedTransactions

Query Reckon Estimate Linked transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the Estimate specified by the EstimateId column.

Columns

Name Type References Description
ID [KEY] String The unique identifier in the format EstimateId|ItemLineId.
EstimateId String

Estimates.ID

The estimate identifier.
ReferenceNumber String Transaction reference number.
TxnNumber Integer The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName String

Customers.FullName

Customer name this transaction is recorded under.
CustomerId String

Customers.ID

Customer Id this transaction is recorded under.
Date Date Transaction date.
TransactionId String The Id of the linked transaction.
TransactionAmount Double The amount of the linked transaction.
TransactionDate Date The date of the linked transaction.
TransactionReferenceNumber String The reference number of the linked transaction.
TransactionType String The type of linked transaction.
TransactionLinkType String The link type between the estimate and linked transaction.
TimeModified Datetime When the credit memo was last modified.
TimeCreated Datetime 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.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060