SalesOrders

Create, update, delete, and query Reckon Sales Orders.

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 SalesOrders 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. 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 SalesOrderLineItems tables and it starts with Item. For example, the following will insert a new SalesOrder with two Line Items:

INSERT INTO SalesOrders (CustomerName, ItemAggregate) 
VALUES ('Cook, Brian',
'<SalesOrderLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</SalesOrderLineItems>')

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.
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.
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.
ItemCount	Integer	True		The count of item entries for this transaction.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a SalesOrders and its Line Item data.
TransactionCount	Integer	True		The count of related transactions to the bill.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
CustomerTaxCode	String	False	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	False	SalesTaxCodes.ID	The tax code specific to this customer.
IsPrinted	Boolean	True		Whether this invoice is to be printed.
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.
IsToBePrinted	Boolean	False		Whether this sales order is to be printed.
IsToBeEmailed	Boolean	False		Whether this sales order is to be emailed.
Other	String	False		A predefined Reckon custom field.
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.