ストアドプロシージャ
ストアドプロシージャはファンクションライクなインターフェースで、Sage Intacct の単純なSELECT/INSERT/UPDATE/DELETE 処理にとどまらず本製品 の機能を拡張します。
ストアドプロシージャは、パラメータのリストを受け取り、目的の機能を実行し、プロシージャが成功したか失敗したかを示すとともにSage Intacct から関連するレスポンスデータを返します。
CData Excel Add-In for Sage Intacct ストアドプロシージャ
| Name | Description |
| AccountBalanceReport | Generates a comprehensive account balance report, showing actual vs. budget data for a chosen period to assist in financial review. |
| ApproveVendor | Processes the approval of a vendor record, updating its status and documenting the approval action. |
| CreateAttachment | Creates a new attachment record and associates it with a specified folder or entity, facilitating document management. |
| CreateCustomReportSchema | Generates a schema file for a custom report, enabling tailored reporting layouts and data export. |
| CreateSchema | Builds a schema file for a specified table or view, supporting documentation and metadata-driven development. |
| CreateTrialBalancesReportSchema | Constructs a schema file for a trial balance report, allowing for customized formatting and data extraction. |
| DeclineVendor | Marks a vendor record as declined, capturing the reason and timestamp to maintain vendor approval history. |
| GetCustomFields | Retrieves custom field definitions and their values for a specific record, enabling extended data capture. |
| GetDimensionRestrictedData | Lists target dimension IDs that have many-to-one or one-to-many relationships from a given source dimension. |
| GetKeys | Fetches key values (primary or foreign) from the specified table or entity for lookup and integration purposes. |
| GetRelationshipColumns | Retrieves columns that define relationships (e.g., parent-child) in Sage Intacct for the specified table. |
| GetUserDateTimePreferences | Looks up a user's date/time format and time zone preferences, ensuring consistent scheduling and display. |
| GetVendorApprovalHistory | Generates a historical report of vendor approvals and rejections, aiding compliance and auditing. |
| ReverseInvoice | Reverses an existing invoice by its ID and designated reversal date, documenting the transaction in GL. |
| SetRelationship | Updates or establishes relationship columns for records in Sage Intacct, enforcing data integrity. |
| UpdateAttachment | Modifies an existing attachment record, such as updating file references or folder associations. |
| VoidAPPayment | Voids an Accounts Payable payment record based on the provided invoice or payment ID, reversing the transaction in GL. |