SalesReceipts

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

Table Specific Information

SalesReceipts may be inserted, queried, or updated via the SalesReceipts or SalesReceiptLineItems tables. SalesReceipts may be deleted by using the SalesReceipts 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 SalesReceipts are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, DepositAccount, and DepositAccountId. 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 SalesReceipts WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a SalesReceipt, specify the Customer and at least one Line Item. The ItemAggregate columns 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 SalesReceiptLineItems table and it starts with Item. For example, the following will insert a new SalesReceipt with two Line Items:

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

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, but not the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	Customer name this transaction is recorded under.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under.
Date	Date	False		Transaction date. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
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.
DueDate	Date	False		The date when payment is due.
TotalAmount	Double	True		Total amount for this transaction.
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.
IsPending	Boolean	False		Transaction status (whether this transaction has been completed or it is still pending).
IsToBePrinted	Boolean	False		Whether this transaction is to be printed.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. This is only available in UK and CA editions.
IsToBeEmailed	Boolean	False		When true, if no email address is on file for the customer the transaction will fail.
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 sales receipt and its line item data.
CheckNumber	String	False		Check number.
PaymentMethod	String	False	PaymentMethods.Name	Payment method.
PaymentMethodId	String	False	PaymentMethods.ID	Payment method.
DepositAccount	String	False	Accounts.FullName	Account name where this payment is deposited.
DepositAccountId	String	False	Accounts.ID	Account name where this payment is deposited.
CustomerTaxCode	String	True	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	True	SalesTaxCodes.ID	The tax code specific to this customer.
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 receipt was last modified.
TimeCreated	Datetime	True		When the sales receipt 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.