Before You Connect

Before you can connect to Web Services, you must first enable the Web Services subscription. To do this:

Navigate to Company > Admin Tab > Subscriptions.
Enable Web Services.

Intacct also recommends creating a Web Services-only user. To do this:

Navigate to Company > Admin Tab.
Click the + sign next to Web Services users.

Establishing a Connection

Adding a Connection to Sage Intacct

To add a connection to Sage Intacct:

In the application console, navigate to the Connections page.
At the Add Connections panel, select the icon for the connection you want to add.
If the Sage Intacct icon is not available, click the Add More icon to download and install the Sage Intacct connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Sage Intacct

You can establish a connection to Sage Intacct using your own Web Services credentials or embedded credentials (Basic authentication), or Okta credentials.

Authenticating to Sage Intacct

Sage Intacct supports two types of authentication: Basic and Okta. Configure the connection by setting the relevant properties for your chosen authentication method.

Basic Authentication

The Basic authentication scheme allows you to read and write data using embedded credentials. You can optionally provide your own Web Service credentials.

To authenticate using Basic authentication, configure the following properties:

AuthScheme: Basic.
CompanyID: The ID you use to identify your company when logging into Sage Intacct.
User: The login you use to log into Sage Intacct.
Password The password for your login credentials.
(Optional) SenderID and SenderPassword: Your Web Services Sender ID and Password.

Okta

To authenticate to Okta, configure the following properties:

AuthScheme: Okta.
CompanyID: The ID you use to identify your company when logging into Sage Intacct.
User: The Okta user.
Password: The Okta user's password.
SSOLoginURL: The SSO provider's login URL.

Also set these SSOProperties:

IntacctUserID: The Sage Intacct user ID that is mapped to the Okta user you set in the User connection property.
APIToken (optional): If users are authenticated via a trusted application or proxy that overrides Okta client request context, specify the API Token that the customer created from the Okta organization.

Example connection string:

AuthScheme=Okta; CompanyID=myCompanyID; SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46'; User=oktaUserName; Password=oktaPassword; SSOProperties='IntacctUserID=intacct_user';

OAuth Scopes and Endpoints

Required Scopes and Endpoint Domains for Sage Intacct

When integrating with Sage Intacct, your application needs specific permissions to interact with the API.

These permissions are defined by access scopes, which determine what data your application can access and what actions it can perform.

This topic provides information about the required access scopes and endpoint domains for the Sage Intacct Sync App.

Understanding Scopes

Scopes are a way to limit an application's access to a user's data. They define the specific actions that an application can perform on behalf of the user.

For example, a read-only scope might allow an application to view data, while a full access scope might allow it to modify data.

Required Scopes for Sage Intacct

No scopes are required for this Sync App.

Understanding Endpoint Domains

Endpoint domains are the specific URLs that the application needs to communicate with in order to authenticate, retrieve records, and perform other essential operations.

Allowlisting these domains ensures that the network traffic between your application and the API is not blocked by firewalls or security settings.

Note: Most users do not need to make any special configurations. Allowlisting is typically only necessary for environments with strict security measures, such as restricted outbound network traffic.

Required Endpoint Domains for Sage Intacct


Domain	Always Required	Description
<URL>	TRUE	The URL through which Sage Intacct API resources are requested. The default value is https://api.intacct.com/ia/xml/xmlgw.phtml.
<SSOLoginURL>	FALSE	The login URL of your SSO provider. Required when AuthScheme is set to OKTA.
<intacct.com>	FALSE	The reply URL that Okta redirects you to upon authenticating. Required when AuthScheme is set to OKTA.

Fine-Tuning Data Access

Fine Tuning Data Access

You can use the following properties to gain more control over the data returned from Sage Intacct:

LocationsId: To connect to a shared child company, specify its locations Id.
ClientID: To connect to a distributed child company, specify its client id.

LocationsId and ClientID cannot be specified at the same time.

New Sage Intacct API

Support for the new Sage Intacct API has been added.

The new API adds support for server-side filtering, ORDERBY, offset and aggregate functions including count, avg, min, max and sum.

Enable this support by setting UseLegacy to False.

The new API also supports the displaying of attributes related to objects using IncludeRelatedAttributes.

Advanced Features

This section details a selection of advanced features of the Sage Intacct Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Sage Intacct and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort: the TCP port that the proxy server is running on.
ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
ProxyUser: the username of a user account registered with the proxy server.
ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
To tunnel the connection, set FirewallType to TUNNEL.
To authenticate, specify FirewallUser and FirewallPassword.
To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Data Model

The CData Sync App models Sage Intacct data as an easy-to-use SQL database.

The data model of the Sync App is dynamic. This means that, when you connect using the Sync App, any changes you make in the Sage Intacct UI, such as adding a new table, adding new columns, or changing a column's data type, are automatically included in the schema of the Sync App.

See Custom Fields and Item Aggregates for a more in-depth look at how the Sync App exposes Sage Intacct data.

Tables

The Tables section, which details standard SQL tables, and the Views section, which lists read-only SQL tables, contain samples of what you may have access to in your Sage Intacct account.

Common tables include:


Table	Description
GLAccount	Maintains data for General Ledger (GL) accounts, including account codes, descriptions, types, balances, and configurations. Central for financial reporting and account structure management.
APBill	Stores accounts payable bill data, including vendor details, bill amounts, due dates, payment statuses, and associated transactions. Useful for tracking outstanding liabilities and managing vendor payments.
ARInvoice	Contains accounts receivable invoice data, offering details on customer transactions, invoice amounts, due dates, payment statuses, and associated items. Essential for managing receivables and tracking customer payments.
Vendor	Provides detailed vendor information, such as contact details, payment terms, tax information, and transaction history. Critical for supplier management and accounts payable processes.
Customer	Stores comprehensive customer data, including contact details, account information, credit limits, and transaction history. Supports customer relationship management and reporting.
Employee	Stores employee information, including personal details, employment status, and roles within the organization.
Journal	Journal data, including transactional records, journal entries, and related accounting information.
GLBatch	Provides data for General Ledger (GL) batches, including batch details and associated metadata.
APPymt	Accounts payable payments, including vendor details, payment amounts, and transaction statuses.
ARPayment	AR payment report data, including payment transactions, statuses, and associated metadata.
Item	Item data, including product details, pricing, and tax information for inventory and sales.
Location	Location data, including site information, contact details, and location-specific configurations.
Department	Information about organizational departments, including their hierarchy, supervisor, and associated attributes.
Class	Information about classification objects, including hierarchy, status, and metadata details.
Project	Projects managed by the organization, including project IDs, names, statuses, and associated resources.
Task	Task-related data, including project and customer information, task status, and budget/actual quantities.
Timesheet	Timesheet data, including employee information, time entries, and associated costs.
Dimensions	Lists all standard dimensions and user-defined dimensions (UDDs) in a company along with integration information about the objects.
APTerm	AP terms data, including due dates, discounts, penalties, and term-specific details.
Track	Information about track items, including their creation, updates, and associated attributes.

Stored Procedures

Stored Procedures are scripts that are invoked via SQL queries. They perform tasks beyond standard CRUD operations, including exposing Sage Intacct reports as tables, approving vendors, and creating attachments.

Custom Fields and Item Aggregates

Sage Intacct offers support for various document tables that coincide with a specific document type. By default, the document tables do not include custom fields associated with the table, but the user can access the following tables to retrieve any custom fields associated with the document type.

The following is a sample of the document tables and their associated document type tables.


PODocument	PODocumentPurchaseOrder
SODocument	SODocumentSalesOrder
INVDocument	INVDocumentAdjustmentIncrease

Inserting/Updating the ItemAggregate Field

When setting the ItemAggregate field in Insert/Update statements, modify the setting in the XML aggregate-only entries for each item using Field tags rather than Items tags. The CData Sync App processes Items tags internally when it builds and passes the XML aggregate to the service.

Tables With Separate Required Primary Keys for INSERT and DELETE

The following table lists tables that have separate required primary keys for INSERT and DELETE, and their composite primary keys:


Aisle	AISLEID
Allocation	ALLOCATIONID
APBillPayment	PAYITEMKEY
Bin	BINID
Class	CLASSID
CreditCard	CARDID
Customer	CUSTOMERID
EEAccountLabel	ACCOUNTLABEL
Employee	EMPLOYEEID
ExpensePaymentType	NAME
GAAPAdjJrnl	TITLE
GLAcctGrp	NAME
ICRow	ROWKEY
InvPriceList	NAME
Journal	TITLE
POPriceList	NAME
PositionSkill	NAME
ProductLine	PRODUCTLINEID
Project	PROJECTID
StatJournal	TITLE
TransactionRule	NAME
TrxCurrencies	CODE
UoM	NAME
UserAdjJrnl	TITLE
Vendor	VENDORID
Warehouse	LOCATIONID

Tables

The Sync App models the data in Sage Intacct as a list of tables in a relational database that can be queried using standard SQL statements.

Sage Intacct Connector for CData Sync Tables


Name	Description
AcctLabelTaxGroup	Stores information about account label tax groups, focusing on tax-related classifications and their configurations.
AcctRange	Defines account ranges and provides metadata for setting up and managing financial account groupings.
ActivityLog	Logs system and user-generated events, offering a historical view of activity for auditing and troubleshooting.
Aisle	Represents aisles in warehouse or storage systems, enabling organization and location tracking within facilities.
Allocation	Tracks allocation records, including types, descriptions, and statuses for financial distributions.
APAccountLabel	Manages labels for accounts payable accounts, linking them to general ledger accounts and descriptions.
APAdjustment	Tracks accounts payable adjustments, including vendor interactions and changes to payment statuses.
APBill	Contains information on accounts payable bills, including vendor data, payment terms, and outstanding balances.
APBillBatch	Groups accounts payable bills into batches, providing statuses, totals, and related operational details.
APPymt	Provides detailed information about accounts payable payments, including vendor details, payment amounts, and transaction statuses.
APRecurBill	Manages recurring accounts payable bills, detailing contract-specific billing and vendor information.
APTerm	Maintains accounts payable terms, including payment schedules, discounts, and penalties.
ARAccountLabel	Stores accounts receivable account labels, linking them to tax attributes and general ledger accounts.
ARAdjustment	Manages AR adjustment records, allowing for retrieval and modification of details related to adjustments in the Accounts Receivable module.
ARInvoice	Manages accounts receivable invoices, including customer details, payment terms, and transaction specifics.
ARInvoiceBatch	Manages and retrieves batch data for AR invoices, including status and entity details.
ARPaymentBatch	Manages batch-level data for accounts receivable payments, supporting creation, updates, and deletions.
ARTerm	Manages terms for accounts receivable transactions, including payment schedules, discounts, and penalties.
Attendee	Retrieves data about attendees including relevant customer and employee information.
Billing_Contact	Manages billing contact records, linking them to customers and their corresponding financial details.
Bin	Stores data about bins used in warehouse or inventory management, including identifiers and descriptions.
CheckingAccount	Retrieves information about checking accounts, including bank details, account configuration, and associated financial data.
Class	Tracks classification objects, including hierarchy and metadata for organizational purposes.
Comments	Logs comments linked to various objects, including creation details and modification histories.
Contact	Tracks contact records, linking them to entities, customers, or employees for communication purposes.
Contract	Manages contract records, supporting operational and financial tracking for agreements in Sage Intacct.
CreditCard	Stores credit card data for financial reporting and transaction tracking.
Customer	Manages customer records, including contact details, classifications, and financial interactions.
CustomerEmailTemplate	Stores email templates tailored for customer communication and engagement.
CustomerGroup	Retrieves report data for customer groups.
CustomerVisibility	Tracks visibility settings for customers, controlling access and permissions across entities.
CustType	Defines customer types, enabling categorization and tailored business processes.
Department	Manages department records, capturing organizational structure and operational details.
EarningType	Manages earning type records, detailing classifications and usage in payroll or compensation.
EEAccountLabel	Tracks employee expense account labels, linking them to accounts and operational data.
EExpenses	Manages employee expense records, including amounts, dates, and associated accounts.
EmailTemplate	Manages email templates for communication, supporting customization and entity-specific messaging.
Employee	Tracks employee records, including contact details, positions, and associated operational data.
EmployeeEntityContacts	Manages contact records linked to employee entities, supporting communication and reporting.
EmployeeGroup	Retrieves report data for employee groups.
EmployeeOutOfOffice	Tracks employees who are out of office, including statuses and associated dates.
EmployeePositionSkill	Manages employee position skills, linking roles to required qualifications and competencies.
EmployeeRate	Tracks employee rate records, detailing pay rates and associated financial data.
EmployeeType	Defines employee types for categorization and operational grouping.
ExchangeRate	Stores exchange rate records, including currency conversions and effective dates.
ExpenseAdjustments	Manages expense adjustment records, detailing changes, statuses, and related financial data.
ExpensePaymentType	Tracks expense payment types, detailing configurations, statuses, and financial offsets.
GAAPAdjJrnl	Contains detailed information for GAAP (Generally Accepted Accounting Principles) adjustment journals, including journal titles, statuses, and timestamps, to support compliance and reporting.
Geninvoicepreview	Defines the schema used for generating and previewing invoices, facilitating pre-approval workflows and invoice accuracy checks.
GLAccount	Stores detailed metadata for General Ledger (GL) accounts, including account types, attributes, and configuration, to support financial tracking.
GLAcctGrp	Manages data for GL account groups, including group filters and configurations, to streamline categorization and reporting.
GLAcctGrpMember	Contains data on the individual members of GL account groups, including their relationships within the group hierarchy.
GLBatch	Tracks General Ledger (GL) batches with associated metadata, enabling batch processing and auditing.
Glbudgetheader	Summarizes metadata and high-level information for General Ledger (GL) budget headers, supporting financial planning.
Glbudgetitem	Holds detailed line item data for General Ledger (GL) budgets, facilitating granular budget analysis and tracking.
GLCoaCatMember	Captures relationships between accounts and their categories within the Chart of Accounts, supporting classification and reporting.
GLCompGrpMember	Manages data related to comparison group memberships in the General Ledger, enabling multi-dimensional analysis.
ICRow	Captures row-level data for the Inventory Control (IC) module, including inventory movement and adjustments.
InvDocument	Holds information about invoicing documents, including header-level data for tracking and processing.
InvDocumentParams	Defines parameters and configuration settings for invoicing documents, supporting custom workflows and templates.
InvPriceList	Stores pricing details for items in a price list, including effective dates and conditions for price application.
Item	Maintains comprehensive details about items, including descriptions, pricing, and tax data, for inventory and sales processes.
ItemTaxGroup	Stores tax group information for items, including applicable tax codes, rates, and classifications.
ItemWarehouseInfo	Tracks warehouse-specific details for items, such as stock levels and locations, to enable inventory management.
Journal	Stores comprehensive journal data, including transactional records, journal entries, and accounting details for financial analysis and reporting.
Location	Holds location-specific data, including addresses, contact information, and configuration settings, to support multi-location operations.
Misc_Supporting_Document	Retrieves miscellaneous supporting documents referencing customers and vendors, useful for supplementary record-keeping and audits.
OutOfOffice	Tracks employee out-of-office records, noting absence dates, durations, and related approvals for workforce management.
PODocumentParams	Stores parameter settings for PO documents, enabling advanced configuration, custom fields, and specialized workflows.
POPriceList	Maintains price list configurations for POs, including validity periods, discount structures, and status details.
PositionSkill	Maintains records of required or possessed skills for specific positions, including skill statuses and descriptive data.
ProductLine	Organizes product lines with descriptive information, linking child lines, statuses, and related product attributes.
Project	Manages project records, capturing essential details like budget allocations, operational status, and relevant dimensions.
PjEstimate	Stores project estimate records, detailing cost projections, status, type classifications, and related metadata.
ProjectGroup	Defines groupings for projects, consolidating shared attributes, types, and metadata for easier management.
ProjectResources	Tracks resource allocations by listing employees, materials, and costs assigned to specific projects.
ProjectStatus	Manages status definitions for projects, capturing constraints, creation data, and workflow metadata.
ProjectTransactionRule	Sets rules governing project transactions, tracking rule definitions, creation history, and modification details.
ProjectType	Classifies projects by type, linking them to parent classifications, statuses, and additional metadata.
Ratetable	Serves as the master reference for rate tables, maintaining data on various rates used in financial transactions.
Ratetableapentry	Stores AP-specific rate table entries, providing currency exchange data, rates, and related accounts payable fields.
Ratetableccentry	Houses rate table entries tailored to credit card transactions, including rate details and related purchase data.
Ratetableexpenseentry	Defines rate-based expense entries, linking employee expense transactions with currency or rate adjustments.
Ratetableglentry	Captures GL-based rate table entries, incorporating currency conversions and relevant ledger references.
Ratetablepoentry	Compiles PO-specific rate table entries, ensuring accurate currency conversions for purchase order transactions.
Ratetabletsentry	Manages timesheet-related rate table entries, ensuring accurate currency conversions and cost calculations for project time tracking.
RecurGLBatch	Houses information on recurring general ledger batches, enabling automatic posting of repeated financial transactions.
RenewalMacro	Captures configuration and execution data for automated renewal processes, streamlining contract renewals and recurring agreements.
ReportingPeriod	Defines reporting windows, including start/end dates and status, ensuring accurate financial statements and analysis over specific time frames.
Revrecschedule	Maintains schedules outlining how revenue is recognized over time, supporting compliance with revenue recognition principles.
Revrecscheduleentry	Details each component of a revenue recognition schedule, noting corresponding accounts, allocation amounts, and recognition statuses.
RevRecTemplate	Serves as a template for revenue recognition scheduling, defining periods, allocation methods, and default attributes.
RevRecTemplMilestone	Specifies milestone-based revenue recognition triggers within a template, detailing offsets, percentages, and descriptions.
SavingsAccount	Stores details for savings accounts, including bank configuration and account offsets, aiding financial transactions and reconciliation.
Seminar	Captures seminar-related information, including logistics, vendor involvement, and location details for event management.
Seminar_Package	Tracks seminar package contents, associating GL accounts and line items to group offerings under a single event or product.
Seminar_Registration	Documents seminar registrations, referencing invoice details and record URLs to confirm attendee enrollment.
SODocument	Holds comprehensive data for Sales Order (SO) documents, capturing order status, contact details, addresses, and project linkages.
SODocumentParams	Configures Sales Order (SO) document parameters, such as numbering sequences, discount handling, and tax calculations.
SOPriceList	Stores sales order-specific price list configurations, detailing effective dates, usage contexts, and entity restrictions.
StatAccount	Stores statistical account data, supporting non-financial metrics that can impact budgeting and analysis (e.g., headcount).
StatJournal	Captures statistical journal records, including journal symbols, approval status, and modification details for non-monetary entries.
STKitDocument	Tracks stock kit documents, detailing item bundling, shipping requirements, and relevant transaction references.
Task	Oversees task assignments within projects or jobs, specifying status, effort, budget, and stakeholder info for efficient tracking.
TaskResources	Tracks resource allocation for tasks, including employee assignments, cost rates, and project linkage for better utilization.
TaxGroup	Stores data about tax groups, detailing group names, codes, applicable tax rates, and configuration across entities.
TerritoryGroup	Organizes territories into groups for streamlined regional management and reporting, capturing key group attributes.
Timesheet	Captures timesheet entries at a summary level, including employee data, total hours, and project or department allocations.
TimeType	Defines categories for tracked time (e.g., regular, overtime), specifying associated accounts and earnings types.
Track	Holds a collection of track items, such as usage logs or progress markers, for auditing and analysis.
TransactionRule	Governs financial transaction logic by defining parameters, validations, and triggers within the system.
TransactionRuleDetail	Lists the specific configurations tied to a transaction rule, including account overrides, filters, and range limitations.
TrxCurrencies	Holds information on currencies used in transactions, including currency codes, exchange formats, and related metadata.
UoM	Defines units of measure (UoM), setting standardized conversions and usage settings for consistent quantity tracking.
UserAdjJrnl	Tracks user-generated journal adjustments, documenting journal details, statuses, and modification timestamps.
UserInfo	Captures user credentials and profile data, including contact details and system preferences for each Intacct user.
UserRoles	Defines roles within the system and the users associated with them, guiding functional access and authorization.
Vendor	Holds vendor records, capturing addresses, payment terms, and financial settings for accounts payable processes.
VendorGroup	Contains detailed information about vendor groups, including group attributes, associated entities, and creation/modification details.
VendorVisibility	Controls which vendors are visible to specific departments or locations, enforcing access and compliance requirements.
VendType	Classifies vendors into types, including tax classification, parent relationships, and additional configuration details.
Warehouse	Manages warehouse data, capturing addresses, operational details, and inventory controls for each storage facility.

AcctLabelTaxGroup

Stores information about account label tax groups, focusing on tax-related classifications and their configurations.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	The name of the account label tax group.
Recordno	Int64	False	A unique identifier for the record of the account label tax group.
Grouptype	String	False	The type of group the account label tax group belongs to.
Whencreated	Datetime	False	The timestamp indicating when the account label tax group was created.
Whenmodified	Datetime	False	The timestamp indicating when the account label tax group was last modified.
Createdby	Int64	False	The identifier of the user or process that created the account label tax group.
Modifiedby	Int64	False	The identifier of the user or process that last modified the account label tax group.
Megaentitykey	Int64	False	The unique key representing the associated mega entity.
Megaentityid	String	False	The identifier of the associated mega entity.
Megaentityname	String	False	The name of the associated mega entity.
Record_url	String	False	The URL linking to the detailed record of the account label tax group.

AcctRange

Defines account ranges and provides metadata for setting up and managing financial account groupings.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the account range record.
Parentkey	Int64	False	The identifier of the parent entity associated with the account range.
Sortord	Int64	False	The sorting order for the account range within the parent entity.
Rangefrom	String	False	The starting account number in the range.
Rangeto	String	False	The ending account number in the range.
Whencreated	Datetime	False	The timestamp indicating when the account range record was created.
Whenmodified	Datetime	False	The timestamp indicating when the account range record was last modified.
Createdby	Int64	False	The identifier of the user or process that created the account range record.
Modifiedby	Int64	False	The identifier of the user or process that last modified the account range record.
Record_url	String	False	The URL linking to the detailed record of the account range.

ActivityLog

Logs system and user-generated events, offering a historical view of activity for auditing and troubleshooting.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the activity log record.
Obj_id	Int64	False	The identifier of the object associated with the activity log entry.
Trail_text	String	False	The text describing the audit trail or activity details.
Email_text	String	False	The email content or details associated with the activity log entry, if applicable.
Createdbyuser	String	False	The username of the individual who created the activity log entry.
Created_at	Datetime	False	The timestamp indicating when the activity log entry was created.
Record_url	String	False	The URL linking to the detailed activity log record.

Aisle

Represents aisles in warehouse or storage systems, enabling organization and location tracking within facilities.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	A unique identifier for the aisle record.
Aisleid [KEY]	String	False	The unique identifier for the aisle.
Aisledesc	String	False	A description of the aisle.
Whencreated	Datetime	False	The timestamp indicating when the aisle record was created.
Whenmodified	Datetime	False	The timestamp indicating when the aisle record was last modified.
Createdby	Int64	False	The identifier of the user or process that created the aisle record.
Modifiedby	Int64	False	The identifier of the user or process that last modified the aisle record.
Record_url	String	False	The URL linking to the detailed record of the aisle.

Allocation

Tracks allocation records, including types, descriptions, and statuses for financial distributions.

Table Specific Information

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into Allocation table:

INSERT INTO Allocation (Allocationid, Description, Type, Docnumber, Status, ItemAggregate)  VALUES('testallocation102', 'aNewDescription', 'Percentage', 'allocation779', 'active','<allocationentry><value>100</value><CUSTOMERID>PLA001</CUSTOMERID><CUSTOMERNAME>Honeywell, Inc</CUSTOMERNAME><DEPARTMENTID>65</DEPARTMENTID><EMPLOYEEDIMKEY>19</EMPLOYEEDIMKEY><EMPLOYEEID>19</EMPLOYEEID><EMPLOYEENAME>John Test2</EMPLOYEENAME><VALUE>100</VALUE><VALUETYPE>Percent</VALUETYPE></allocationentry>');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	A unique identifier for the allocation record.
Allocationid [KEY]	String	False	The unique identifier for the allocation.
Description	String	False	A description of the allocation.
Type	String	False	The type of allocation (for example, fixed, percentage-based).
Docnumber	String	False	The document number associated with the allocation.
Status	String	False	The current status of the allocation (for example, active, inactive).
Whencreated	Datetime	False	The timestamp indicating when the allocation record was created.
Whenmodified	Datetime	False	The timestamp indicating when the allocation record was last modified.
Createdby	Int64	False	The identifier of the user or process that created the allocation record.
Modifiedby	Int64	False	The identifier of the user or process that last modified the allocation record.
Megaentitykey	Int64	False	The unique key representing the associated mega entity.
Megaentityid	String	False	The identifier for the associated mega entity.
Megaentityname	String	False	The name of the associated mega entity.
Record_url	String	False	The URL linking to the detailed record of the allocation.

APAccountLabel

Manages labels for accounts payable accounts, linking them to general ledger accounts and descriptions.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Int64	False	A unique identifier for the accounts payable account label record.
Accountlabel	String	False	The label associated with the accounts payable account.
Description	String	False	A description of the accounts payable account label.
Glaccountno	String	False	The general ledger account number linked to the accounts payable account label.
Glaccounttitle	String	False	The title or name of the general ledger account linked to the label.
Status	String	False	The current status of the accounts payable account label (e.g., active, inactive).
Offsetglaccountno	String	False	The offset general ledger account number linked to the label.
Taxable	Boolean	False	Indicates whether the account label is taxable.
Istax	Boolean	False	Indicates whether the account label represents a tax account.
Subtotal	Boolean	False	Indicates whether the account label is used for subtotaling amounts.
Taxgroup_name	String	False	The name of the tax group associated with the account label.
Taxcode	String	False	The tax code associated with the accounts payable account label.
Megaentitykey	Int64	False	The unique key for the mega entity linked to the accounts payable account label.
Megaentityid	String	False	The identifier for the mega entity linked to the accounts payable account label.
Megaentityname	String	False	The name of the mega entity linked to the accounts payable account label.
Record_url	String	False	The URL linking to the detailed record of the accounts payable account label.

APAdjustment

Tracks accounts payable adjustments, including vendor interactions and changes to payment statuses.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the accounts payable adjustment record.
Recordtype	String	False	The type of record associated with the accounts payable adjustment.
Recordid	String	False	The unique identifier for the specific record type associated with the adjustment.
State	String	False	The current state or status of the accounts payable adjustment.
Rawstate	String	False	The raw state data associated with the accounts payable adjustment.
Entity	String	False	The entity associated with the accounts payable adjustment.
Vendorid	String	False	The vendor identifier linked to the accounts payable adjustment.
Vendorname	String	False	The name of the vendor linked to the accounts payable adjustment.
Trx_entitydue	Double	False	The amount due from the entity associated with the adjustment.
Docnumber	String	False	The document number associated with the accounts payable adjustment.
Description	String	False	A brief description of the accounts payable adjustment.
Whencreated	Datetime	False	The timestamp indicating when the accounts payable adjustment was created.
Whenposted	Datetime	False	The timestamp indicating when the accounts payable adjustment was posted.
Whenpaid	Datetime	False	The timestamp indicating when the accounts payable adjustment was paid.
Basecurr	String	False	The base currency used for the accounts payable adjustment.
Currency	String	False	The currency in which the accounts payable adjustment was made.
Exch_rate_date	Datetime	False	The date used for determining the exchange rate for the adjustment.
Exch_rate_type_id	Int64	False	The identifier for the exchange rate type applied to the adjustment.
Exchange_rate	Double	False	The exchange rate applied to the accounts payable adjustment.
Totalentered	Double	False	The total amount entered for the accounts payable adjustment.
Totalselected	Double	False	The total amount selected for the accounts payable adjustment.
Totalpaid	Double	False	The total amount paid for the accounts payable adjustment.
Totaldue	Double	False	The total amount due for the accounts payable adjustment.
Trx_totalentered	Double	False	The total transaction amount entered for the adjustment.
Trx_totalselected	Double	False	The total transaction amount selected for the adjustment.
Trx_totalpaid	Double	False	The total transaction amount paid for the adjustment.
Trx_totaldue	Double	False	The total transaction amount due for the adjustment.
Billtopaytocontactname	String	False	The contact name for billing related to the accounts payable adjustment.
Shiptoreturntocontactname	String	False	The contact name for shipping or returns related to the accounts payable adjustment.
Billtopaytokey	Int64	False	The unique key identifying the billing contact for the adjustment.
Shiptoreturntokey	Int64	False	The unique key identifying the shipping/return contact for the adjustment.
Prbatch	String	False	The identifier for the batch associated with the adjustment.
Prbatchkey	Int64	False	The unique key for the batch associated with the adjustment.
Prbatch_open	String	False	Indicates whether the batch associated with the adjustment is open.
Prbatch_nogl	Boolean	False	Indicates whether the batch adjustment affects the general ledger.
Modulekey	String	False	The key representing the module associated with the adjustment.
Auwhencreated	Datetime	False	The timestamp indicating when the adjustment was audited.
Whenmodified	Datetime	False	The timestamp indicating when the adjustment was last modified.
Createdby	Int64	False	The identifier of the user or process that created the adjustment.
Modifiedby	Int64	False	The identifier of the user or process that last modified the adjustment.
Megaentitykey	Int64	False	The unique key representing the associated mega entity.
Megaentityid	String	False	The identifier for the associated mega entity.
Record_url	String	False	The URL linking to the detailed record of the accounts payable adjustment.

APBill

Contains information on accounts payable bills, including vendor data, payment terms, and outstanding balances.

Table Specific Information

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into APBill table:

INSERT INTO APBill (Vendorid, Whencreated, Recordid, Description, Whendue, Paymentpriority, Basecurr, ItemAggregate) VALUES('V100', '06/28/2024', '9874', 'This is a test', '5/31/2025', 'high', 'USD', '<apbillitem><accountno>1130</accountno><trx_amount>750.75</trx_amount><entrydescription>Bill test</entrydescription><locationid>400</locationid><departmentid>35</departmentid></apbillitem>');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the accounts payable bill record.
Recordtype	String	False	The type of record associated with the accounts payable bill.
Recordid	String	False	The unique identifier for the specific record type associated with the bill.
Financialentity	String	False	The financial entity associated with the accounts payable bill.
State	String	False	The current state or status of the accounts payable bill.
Rawstate	String	False	The raw state data associated with the accounts payable bill.
Entity	String	False	The entity associated with the accounts payable bill.
Vendorid	String	False	The vendor identifier linked to the accounts payable bill.
Vendorname	String	False	The name of the vendor linked to the accounts payable bill.
Form1099type	String	False	The 1099 form type associated with the vendor for the bill.
Vendtype1099type	String	False	The vendor type or 1099 form type associated with the accounts payable bill.
Trx_entitydue	Double	False	The amount due from the entity associated with the bill.
Docnumber	String	False	The document number associated with the accounts payable bill.
Description	String	False	A brief description of the accounts payable bill.
Description2	String	False	An additional description or notes about the accounts payable bill.
Termname	String	False	The payment terms name associated with the accounts payable bill.
Termkey	Int64	False	The unique key for the payment terms linked to the bill.
Whencreated	Datetime	False	The timestamp indicating when the accounts payable bill was created.
Whenposted	Datetime	False	The timestamp indicating when the accounts payable bill was posted.
Whendiscount	Datetime	False	The discount date for the accounts payable bill.
Whendue	Datetime	False	The due date for the accounts payable bill.
Whenpaid	Datetime	False	The date when the accounts payable bill was paid.
Recpaymentdate	Datetime	False	The recommended payment date for the accounts payable bill.
Paymentpriority	String	False	The payment priority level for the accounts payable bill.
Onhold	Boolean	False	Indicates whether the accounts payable bill is on hold.
Basecurr	String	False	The base currency for the accounts payable bill.
Currency	String	False	The currency in which the accounts payable bill is recorded.
Exch_rate_date	Datetime	False	The date used for determining the exchange rate for the bill.
Exch_rate_type_id	Int64	False	The unique identifier for the exchange rate type applied to the bill.
Exchange_rate	Double	False	The exchange rate applied to the accounts payable bill.
Totalentered	Double	False	The total amount entered for the accounts payable bill.
Totalselected	Double	False	The total amount selected for payment for the bill.
Totalpaid	Double	False	The total amount paid for the accounts payable bill.
Totaldue	String	False	The total amount due for the accounts payable bill.
Trx_totalentered	Double	False	The total transaction amount entered for the bill.
Trx_totalselected	Double	False	The total transaction amount selected for payment for the bill.
Trx_totalpaid	Double	False	The total transaction amount paid for the bill.
Trx_totaldue	Double	False	The total transaction amount due for the bill.
Billtopaytocontactname	String	False	The name of the contact responsible for paying the bill.
Shiptoreturntocontactname	String	False	The name of the contact for shipping or returns related to the bill.
Billtopaytokey	Int64	False	The unique key identifying the billing contact for the bill.
Shiptoreturntokey	Int64	False	The unique key identifying the shipping/return contact for the bill.
Prbatch	String	False	The identifier for the batch associated with the bill.
Prbatchkey	Int64	False	The unique key for the batch associated with the bill.
Modulekey	String	False	The module key linked to the accounts payable bill.
Schopkey	Int64	False	The schedule operation key associated with the bill.
Systemgenerated	String	False	Indicates whether the accounts payable bill was system-generated.
Auwhencreated	Datetime	False	The timestamp indicating when the accounts payable bill was audited.
Whenmodified	Datetime	False	The timestamp indicating when the accounts payable bill was last modified.
Createdby	Int64	False	The identifier of the user or process that created the bill.
Modifiedby	Int64	False	The identifier of the user or process that last modified the bill.
Megaentitykey	Int64	False	The unique key representing the associated mega entity.
Megaentityid	String	False	The identifier for the associated mega entity.
Record_url	String	False	The URL linking to the detailed record of the accounts payable bill.

APBillBatch

Groups accounts payable bills into batches, providing statuses, totals, and related operational details.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the accounts payable bill batch record.
Title	String	False	The title or name of the accounts payable bill batch.
Created	Datetime	False	The timestamp indicating when the accounts payable bill batch was created.
Status	String	False	The current status of the accounts payable bill batch (e.g., open, closed).
Recordtype	String	False	The type of record associated with the accounts payable bill batch.
Total	Double	False	The total amount of the accounts payable bill batch.
Open	String	False	Indicates whether the accounts payable bill batch is open.
Parentkey	String	False	The unique key of the parent entity associated with this batch.
Nogl	Boolean	False	Indicates whether the accounts payable bill batch affects the general ledger.
Accountnokey	String	False	The key of the account associated with the bill batch.
Autocreated	String	False	Indicates whether the accounts payable bill batch was created automatically.
Systemgenerated	String	False	Indicates whether the accounts payable bill batch was system-generated.
Megaentitykey	Int64	False	The unique key representing the associated mega entity.
Megaentityid	String	False	The identifier of the mega entity linked to this accounts payable bill batch.
Megaentityname	String	False	The name of the mega entity linked to this accounts payable bill batch.
Record_url	String	False	The URL linking to the detailed record of the accounts payable bill batch.

APPymt

Provides detailed information about accounts payable payments, including vendor details, payment amounts, and transaction statuses.

Table Specific Information

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into Appymt table:

INSERT INTO Appymt (Financialentity, Paymentmethod, Vendorid, Whencreated, Itemaggregate) VALUES('CHK-WFB0004', 'Printed Check', '874321', '09/20/2024', '<APPYMTDETAIL><RECORDKEY>21331</RECORDKEY><TRX_PAYMENTAMOUNT>10.00</TRX_PAYMENTAMOUNT></APPYMTDETAIL>');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the accounts payable payment record.
Recordtype	String	False	The type of record associated with this payment.
Recordid	String	False	The unique identifier for this payment record.
Financialentity	String	False	The financial entity associated with this payment.
State	String	False	The current state or status of the payment.
Paymentmethod	String	False	The payment method used for this transaction.
Paymentmethodkey	Int64	False	The key for the payment method used in this transaction.
Entity	String	False	The entity associated with this payment.
Vendorid	String	False	The vendor ID associated with this payment.
Vendorname	String	False	The name of the vendor receiving the payment.
Docnumber	String	False	The document number associated with this payment.
Description	String	False	A description of the payment transaction.
Description2	String	False	An additional description of the payment transaction.
Whencreated	Datetime	False	The date and time when this payment was created.
Whenpaid	Datetime	False	The date and time when the payment was completed.
Basecurr	String	False	The base currency used for this payment.
Currency	String	False	The currency in which the payment was made.
Exch_rate_date	Datetime	False	The date of the exchange rate applied to this payment.
Exch_rate_type_id	String	False	The type of exchange rate applied to this payment.
Exchange_rate	Double	False	The exchange rate applied to this payment.
Totalentered	Double	False	The total amount entered for this payment transaction.
Totalselected	Double	False	The total amount selected for payment.
Totalpaid	Double	False	The total amount paid in this transaction.
Totaldue	String	False	The total amount due for this payment.
Trx_totalentered	Double	False	The total transaction amount entered for this payment.
Trx_totalselected	Double	False	The total transaction amount selected for payment.
Trx_totalpaid	Double	False	The total transaction amount paid.
Trx_totaldue	Double	False	The total transaction amount due.
Billtopaytocontactname	String	False	The contact name associated with the payment recipient.
Prbatch	String	False	The payment batch associated with this transaction.
Auwhencreated	Datetime	False	The audit timestamp of when this payment was created.
Whenmodified	Datetime	False	The date and time when this payment was last modified.
Createdby	Int64	False	The user ID of the person who created this payment.
Modifiedby	Int64	False	The user ID of the person who last modified this payment.
Megaentitykey	Int64	False	The key of the mega entity associated with this payment.
Megaentityid	String	False	The identifier of the mega entity associated with this payment.
Record_url	String	False	A URL to access details of this payment record.

APRecurBill

Manages recurring accounts payable bills, detailing contract-specific billing and vendor information.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the recurring AP bill record.
Description	String	False	A brief description of the recurring AP bill.
Whencreated	Datetime	False	The timestamp of when the recurring AP bill was created.
Whenmodified	Datetime	False	The timestamp of the last modification made to this record.
Termname	String	False	The payment terms associated with the recurring AP bill.
Recordid	String	False	The unique identifier for this recurring AP bill record.
Totalentered	String	False	The total amount entered for the recurring AP bill.
Docnumber	String	False	The document number associated with the recurring AP bill.
Modulekey	String	False	The key identifying the module associated with this record.
Status	String	False	The current status of the recurring AP bill.
Schopkey	Int64	False	The schedule key associated with the recurring AP bill.
Entity	String	False	The entity associated with the recurring AP bill.
Contractid	String	False	The contract ID associated with the recurring AP bill.
Contractdesc	String	False	A description of the contract associated with the recurring AP bill.
Vendorid	String	False	The ID of the vendor associated with this recurring AP bill.
Vendorname	String	False	The name of the vendor associated with this recurring AP bill.
Username	String	False	The username of the person associated with this record.
Paytocontactname	String	False	The name of the pay-to contact for this bill.
Returntocontactname	String	False	The name of the return-to contact for this bill.
Currency	String	False	The currency used for this recurring AP bill.
Trx_totalentered	String	False	The total transaction amount entered for this recurring AP bill.
Megaentitykey	Int64	False	The key identifying the mega entity associated with this bill.
Megaentityid	String	False	The ID of the mega entity associated with this bill.
Megaentityname	String	False	The name of the mega entity associated with this bill.
Record_url	String	False	A URL for accessing details of this recurring AP bill record.

APTerm

Maintains accounts payable terms, including payment schedules, discounts, and penalties.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	The unique name of the AP Term record.
Description	String	False	A brief description of the AP Term.
Status	String	False	The current status of the AP Term (for example, Active, Inactive).
Recordno	Int64	False	A unique identifier for the AP Term record.
Whenmodified	Datetime	False	The timestamp of the last modification to the record.
Whencreated	Datetime	False	The timestamp of when the record was created.
Modifiedby	Int64	False	The identifier of the user who last modified the record.
Createdby	Int64	False	The identifier of the user who created the record.
Duedate	Int64	False	The due date for payments as defined by this AP Term.
Duefrom	String	False	The starting point for calculating the due date (for example, Invoice Date).
Discdate	Int64	False	The discount date associated with this AP Term.
Discfrom	String	False	The reference point for calculating the discount date (for example, Invoice Date).
Discamount	Int64	False	The fixed discount amount applicable within the discount period.
Discpercamn	String	False	The percentage discount applicable within the discount period.
Discfudgedays	Int64	False	The grace period for applying the discount in days.
Pen_types	String	False	The type of penalty applied (for example, Fixed, Percentage).
Penamount	Int64	False	The fixed penalty amount applied after the due date.
Penpercamn	String	False	The penalty percentage applied after the due date.
Penfudgedays	Int64	False	The grace period for penalties in days.
Disccalcon	String	False	The calculation method for discounts (for example, Net, Gross).
Record_url	String	False	A URL to access detailed information about this AP Term record.

ARAccountLabel

Stores accounts receivable account labels, linking them to tax attributes and general ledger accounts.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Int64	False	Unique identifier for the AR account label record.
Accountlabel	String	False	The account label for categorization or reference purposes.
Description	String	False	A brief description of the AR account label.
Glaccountno	String	False	The GL account number associated with this AR account label.
Glaccounttitle	String	False	The title or name of the GL account.
Status	String	False	The status of the AR account label (for example, Active, Inactive).
Offsetglaccountno	String	False	The offset GL account number, if applicable.
Taxable	Boolean	False	Indicates whether this AR account label is taxable.
Istax	Boolean	False	Specifies if this label represents a tax-related entry.
Subtotal	Boolean	False	Indicates whether this label contributes to the subtotal calculation.
Taxgroup_name	String	False	The name of the tax group associated with this label.
Taxcode	String	False	The tax code linked to this label for tax calculations.
Deferredrevacctkey	String	False	The key for the deferred revenue account associated with this label.
Revrectemplkey	String	False	The key for the revenue recognition template, if applicable.
Megaentitykey	Int64	False	The key for the mega-entity to which this label belongs.
Megaentityid	String	False	The ID of the mega-entity associated with this label.
Megaentityname	String	False	The name of the mega-entity associated with this label.
Record_url	String	False	URL linking to detailed information about this AR account label.

ARAdjustment

Manages AR adjustment records, allowing for retrieval and modification of details related to adjustments in the Accounts Receivable module.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the AR adjustment record.
Recordtype	String	False	The type of record associated with the adjustment (for example, Credit, Debit).
Recordid	String	False	Unique ID for the adjustment record within the system.
State	String	False	The current state of the AR adjustment (for example, Open, Closed).
Rawstate	String	False	The raw state of the adjustment, used for internal processing.
Entity	String	False	Entity associated with this AR adjustment.
Customerid	String	False	The customer ID associated with this adjustment.
Customername	String	False	The name of the customer linked to this adjustment.
Trx_entitydue	Double	False	Transaction amount due for the entity related to this adjustment.
Docnumber	String	False	Document number for tracking the adjustment.
Description	String	False	A description or note regarding the AR adjustment.
Whencreated	Datetime	False	Date and time when the adjustment was created.
Whenposted	Datetime	False	Date and time when the adjustment was posted.
Whenpaid	Datetime	False	Date and time when the adjustment was paid.
Basecurr	String	False	The base currency of the adjustment.
Currency	String	False	The currency in which the adjustment is denominated.
Exch_rate_date	Datetime	False	Date for the applicable exchange rate.
Exch_rate_type_id	String	False	Identifier for the exchange rate type applied.
Exchange_rate	Double	False	Exchange rate applied to the adjustment.
Totalentered	Double	False	Total amount entered for the adjustment.
Totalselected	Double	False	Total selected amount for the adjustment.
Totalpaid	Double	False	Total amount paid towards this adjustment.
Totaldue	String	False	Total amount still due for the adjustment.
Trx_totalentered	Double	False	Transaction total amount entered for the adjustment.
Trx_totalselected	Double	False	Transaction total selected amount for the adjustment.
Trx_totalpaid	Double	False	Transaction total amount paid.
Trx_totaldue	Double	False	Transaction total amount still due.
Billtopaytocontactname	String	False	Contact name for billing related to the AR adjustment.
Shiptoreturntocontactname	String	False	Contact name for shipping returns associated with the AR adjustment.
Billtopaytokey	Int64	False	Key for billing to pay-to contact related to the AR adjustment.
Shiptoreturntokey	Int64	False	Key for shipping or return-to contact related to the AR adjustment.
Shipto_contactname	String	False	Contact name for the shipping address associated with the AR adjustment.
Shipto_prefix	String	False	Prefix (for example, Mr., Ms.) for the shipping contact name.
Shipto_firstname	String	False	First name of the shipping contact.
Shipto_initial	String	False	Middle initial of the shipping contact.
Shipto_lastname	String	False	Last name of the shipping contact.
Shipto_companyname	String	False	Company name associated with the shipping address.
Shipto_printas	String	False	Formatted name to print for the shipping contact.
Shipto_phone1	String	False	Primary phone number for the shipping contact.
Shipto_phone2	String	False	Secondary phone number for the shipping contact.
Shipto_cellphone	String	False	Mobile phone number for the shipping contact.
Shipto_pager	String	False	Pager number for the shipping contact, if applicable.
Shipto_fax	String	False	Fax number for the shipping contact.
Shipto_email1	String	False	Primary email address for the shipping contact.
Shipto_email2	String	False	Secondary email address for the shipping contact.
Shipto_url1	String	False	Primary website or URL related to the shipping contact.
Shipto_url2	String	False	Secondary website or URL related to the shipping contact.
Shipto_visible	Boolean	False	Indicates whether the shipping contact is visible in the system.
Shipto_mailaddress_recordkey	Int64	False	Key for the mail address record of the shipping contact.
Shipto_mailaddress_address1	String	False	First line of the mail address for the shipping contact.
Shipto_mailaddress_address2	String	False	Second line of the mail address for the shipping contact.
Shipto_mailaddress_city	String	False	City of the mail address for the shipping contact.
Shipto_mailaddress_state	String	False	State of the mail address for the shipping contact.
Shipto_mailaddress_zip	String	False	Postal code of the mail address for the shipping contact.
Shipto_mailaddress_country	String	False	Country of the mail address for the shipping contact.
Shipto_mailaddress_countrycode	String	False	Country code for the mail address of the shipping contact.
Billto_contactname	String	False	Contact name for the billing address related to the AR adjustment.
Billto_prefix	String	False	Prefix (for example, Mr., Ms.) for the billing contact name.
Billto_firstname	String	False	First name of the billing contact.
Billto_initial	String	False	Middle initial of the billing contact.
Billto_lastname	String	False	Last name of the billing contact.
Billto_companyname	String	False	Company name associated with the billing contact.
Billto_printas	String	False	Formatted name to print for the billing contact.
Billto_phone1	String	False	Primary phone number for the billing contact.
Billto_phone2	String	False	Secondary phone number for the billing contact.
Billto_cellphone	String	False	Mobile phone number for the billing contact.
Billto_pager	String	False	Pager number for the billing contact, if applicable.
Billto_fax	String	False	Fax number for the billing contact.
Billto_email1	String	False	Primary email address for the billing contact.
Billto_email2	String	False	Secondary email address for the billing contact.
Billto_url1	String	False	Primary website or URL related to the billing contact.
Billto_url2	String	False	Secondary website or URL related to the billing contact.
Billto_visible	Boolean	False	Indicates whether the billing contact is visible in the system.
Billto_mailaddress_recordkey	Int64	False	Key for the mail address record of the billing contact.
Billto_mailaddress_address1	String	False	First line of the mail address for the billing contact.
Billto_mailaddress_address2	String	False	Second line of the mail address for the billing contact.
Billto_mailaddress_city	String	False	City of the mail address for the billing contact.
Billto_mailaddress_state	String	False	State of the mail address for the billing contact.
Billto_mailaddress_zip	String	False	Postal code of the mail address for the billing contact.
Billto_mailaddress_country	String	False	Country of the mail address for the billing contact.
Billto_mailaddress_countrycode	String	False	Country code for the mail address of the billing contact.
Prbatch	String	False	Batch identifier for the AR adjustment process.
Prbatchkey	Int64	False	Key for the batch associated with the AR adjustment.
Modulekey	String	False	Key identifying the module to which the AR adjustment belongs.
Auwhencreated	Datetime	False	Timestamp for when the AR adjustment audit record was created.
Whenmodified	Datetime	False	Timestamp indicating the last modification date of the AR adjustment.
Createdby	Int64	False	Identifier for the user who created the AR adjustment.
Modifiedby	Int64	False	Identifier for the user who last modified the AR adjustment.
Megaentitykey	Int64	False	Key for the mega entity related to the AR adjustment.
Megaentityid	String	False	ID for the mega entity associated with the AR adjustment.
Record_url	String	False	URL link to the record associated with the AR adjustment.

ARInvoice

Manages accounts receivable invoices, including customer details, payment terms, and transaction specifics.

Table Specific Information

Insert

Insert is only supported when UseLegacy=True. The following example illustrates how to insert into ARInvoice table:

INSERT INTO ARInvoice (Basecurr, Customerid, Currency, Exch_rate_date, Exchratetype, Itemaggregate, Whencreated, Whendue) VALUES('USD', 'BES001' , 'USD', '2015-07-20', 'Intacct Daily Rate','<lineitem><accountlabel>SALES</accountlabel><amount>100</amount></lineitem><lineitem><accountlabel>SALES</accountlabel><amount>300</amount></lineitem>', '2015-07-20', '2015-07-20');

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the AR invoice.
Recordtype	String	False	Type of record for the AR invoice.
Recordid	String	False	Record ID for the AR invoice in the system.
State	String	False	Current state of the invoice (e.g., Open, Paid).
Rawstate	String	False	System-specific state for the invoice.
Entity	String	False	Entity associated with the invoice.
Custentity	String	False	Customer entity linked to the invoice.
Customerid	String	False	Customer ID for the invoice.
Customername	String	False	Name of the customer for this invoice.
Trx_entitydue	Double	False	Amount due for the invoice in the transaction currency.
Custmessageid	String	False	Customer message ID associated with this invoice.
Delivery_options	String	False	Delivery options specified for this invoice.
Docnumber	String	False	Document number assigned to the invoice.
Description	String	False	Primary description for the invoice.
Description2	String	False	Additional description for the invoice.
Termname	String	False	Name of the payment terms for this invoice.
Termkey	Int64	False	Key representing the payment terms.
Whencreated	Datetime	False	Timestamp for when the invoice was created.
Whenposted	Datetime	False	Timestamp for when the invoice was posted.
Whendiscount	Datetime	False	Discount eligibility date for the invoice.
Whendue	Datetime	False	Due date for the invoice payment.
Whenpaid	Datetime	False	Payment date for the invoice.
Basecurr	String	False	Base currency for the invoice.
Currency	String	False	Currency in which the invoice is issued.
Exch_rate_date	Datetime	False	Exchange rate date applicable to this invoice.
Exch_rate_type_id	Int64	False	Type ID for the exchange rate used.
Exchange_rate	Double	False	Exchange rate applied to the invoice.
Totalentered	Double	False	Total amount entered for the invoice.
Totalselected	Double	False	Total selected amount for this invoice.
Totalpaid	Double	False	Total amount paid for this invoice.
Totaldue	Double	False	Total amount due for this invoice.
Trx_totalentered	Double	False	Total entered amount in transaction currency.
Trx_totalselected	Double	False	Total selected amount in transaction currency.
Trx_totalpaid	Double	False	Total paid amount in transaction currency.
Trx_totaldue	Double	False	Total due amount in transaction currency.
Billtopaytocontactname	String	False	Contact name for billing or payments.
Shiptoreturntocontactname	String	False	Contact name for shipping or returns.
Billtopaytokey	Int64	False	Key for billing to pay-to contact related to the AR invoice.
Shiptoreturntokey	Int64	False	Key for shipping or return-to contact related to the AR invoice.
Contact_contactname	String	False	Name of the contact associated with this AR invoice.
Contact_prefix	String	False	Prefix (e.g., Mr., Ms.) for the contact name.
Contact_firstname	String	False	First name of the contact associated with the AR invoice.
Contact_initial	String	False	Middle initial of the contact associated with the AR invoice.
Contact_lastname	String	False	Last name of the contact linked to the AR invoice.
Contact_companyname	String	False	Company name associated with the contact.
Contact_printas	String	False	Formatted name to print for the contact.
Contact_phone1	String	False	Primary phone number for the contact.
Contact_phone2	String	False	Secondary phone number for the contact.
Contact_cellphone	String	False	Mobile phone number for the contact.
Contact_pager	String	False	Pager number for the contact, if applicable.
Contact_fax	String	False	Fax number for the contact.
Contact_email1	String	False	Primary email address for the contact.
Contact_email2	String	False	Secondary email address for the contact.
Contact_url1	String	False	Primary website or URL related to the contact.
Contact_url2	String	False	Secondary website or URL related to the contact.
Contact_visible	Boolean	False	Indicates whether the contact is visible in the system.
Contact_mailaddress_address1	String	False	First line of the mail address for the contact.
Contact_mailaddress_address2	String	False	Second line of the mail address for the contact.
Contact_mailaddress_city	String	False	City of the mail address for the contact.
Contact_mailaddress_state	String	False	State of the mail address for the contact.
Contact_mailaddress_zip	String	False	Postal code of the mail address for the contact.
Contact_mailaddress_country	String	False	Country of the mail address for the contact.
Contact_mailaddress_countrycode	String	False	Country code for the mail address of the contact.
Shipto_contactname	String	False	Name of the shipping contact associated with the AR invoice.
Shipto_prefix	String	False	Prefix (e.g., Mr., Ms.) for the shipping contact name.
Shipto_firstname	String	False	First name of the shipping contact associated with the AR invoice.
Shipto_initial	String	False	Middle initial of the shipping contact associated with the AR invoice.
Shipto_lastname	String	False	Last name of the shipping contact associated with the AR invoice.
Shipto_companyname	String	False	Company name associated with the shipping contact.
Shipto_printas	String	False	Formatted name to print for the shipping contact.
Shipto_phone1	String	False	Primary phone number for the shipping contact.
Shipto_phone2	String	False	Secondary phone number for the shipping contact.
Shipto_cellphone	String	False	Mobile phone number for the shipping contact.
Shipto_pager	String	False	Pager number for the shipping contact, if applicable.
Shipto_fax	String	False	Fax number for the shipping contact.
Shipto_email1	String	False	Primary email address for the shipping contact.
Shipto_email2	String	False	Secondary email address for the shipping contact.
Shipto_url1	String	False	Primary website or URL related to the shipping contact.
Shipto_url2	String	False	Secondary website or URL related to the shipping contact.
Shipto_visible	Boolean	False	Indicates whether the shipping contact is visible in the system.
Shipto_mailaddress_address1	String	False	First line of the mail address for the shipping contact.
Shipto_mailaddress_address2	String	False	Second line of the mail address for the shipping contact.
Shipto_mailaddress_city	String	False	City of the mail address for the shipping contact.
Shipto_mailaddress_state	String	False	State of the mail address for the shipping contact.
Shipto_mailaddress_zip	String	False	Postal code of the mail address for the shipping contact.
Shipto_mailaddress_country	String	False	Country of the mail address for the shipping contact.
Shipto_mailaddress_countrycode	String	False	Country code for the mail address of the shipping contact.
Billto_contactname	String	False	Name of the billing contact associated with the AR invoice.
Billto_prefix	String	False	Prefix (e.g., Mr., Ms.) for the billing contact name.
Billto_firstname	String	False	First name of the billing contact associated with the AR invoice.
Billto_initial	String	False	Middle initial of the billing contact associated with the AR invoice.
Billto_lastname	String	False	Last name of the billing contact associated with the AR invoice.
Billto_companyname	String	False	Company name associated with the billing contact.
Billto_printas	String	False	Formatted name to print for the billing contact.
Billto_phone1	String	False	Primary phone number for the billing contact.
Billto_phone2	String	False	Secondary phone number for the billing contact.
Billto_cellphone	String	False	Mobile phone number for the billing contact.
Billto_pager	String	False	Pager number for the billing contact, if applicable.
Billto_fax	String	False	Fax number for the billing contact.
Billto_email1	String	False	Primary email address for the billing contact.
Billto_email2	String	False	Secondary email address for the billing contact.
Billto_url1	String	False	Primary website or URL related to the billing contact.
Billto_url2	String	False	Secondary website or URL related to the billing contact.
Billto_mailaddress_address1	String	False	First line of the mail address for the billing contact.
Billto_mailaddress_address2	String	False	Second line of the mail address for the billing contact.
Billto_mailaddress_city	String	False	City of the mail address for the billing contact.
Billto_mailaddress_state	String	False	State of the mail address for the billing contact.
Billto_mailaddress_zip	String	False	Postal code of the mail address for the billing contact.
Billto_mailaddress_country	String	False	Country of the mail address for the billing contact.
Billto_mailaddress_countrycode	String	False	Country code for the mail address of the billing contact.
Prbatch	String	False	Batch identifier for the AR invoice process.
Prbatchkey	Int64	False	Key for the batch associated with the AR invoice.
Modulekey	String	False	Key for the module associated with the invoice.
Schopkey	Int64	False	Key representing schedule operations associated with the AR invoice.
Systemgenerated	String	False	Indicates whether the invoice was system-generated.
Haspostedrevrec	String	False	Indicates if the revenue recognition has been posted for this invoice.
Auwhencreated	Datetime	False	Audit timestamp for when the invoice was created.
Whenmodified	Datetime	False	Timestamp for the last modification to the invoice.
Createdby	Int64	False	User ID of the person who created the invoice.
Modifiedby	Int64	False	User ID of the person who last modified the invoice.
Megaentitykey	Int64	False	Key representing the mega entity associated with this invoice.
Megaentityid	String	False	ID of the mega entity associated with this invoice.
Record_url	String	False	URL to view this invoice record in the system.

ARInvoiceBatch

Manages and retrieves batch data for AR invoices, including status and entity details.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the AR Invoice Batch.
Title	String	False	Title or name of the AR Invoice Batch.
Created	Datetime	False	Timestamp when the batch was created.
Status	String	False	Current status of the AR Invoice Batch (e.g., Open, Closed).
Recordtype	String	False	Type of record for the AR Invoice Batch.
Total	Double	False	Total monetary value of the batch.
Open	String	False	Indicates whether the batch is open.
Parentkey	String	False	Parent key linking to associated records or entities.
Nogl	Boolean	False	Flag indicating if the batch is excluded from GL entries.
Accountnokey	String	False	Account key associated with the batch.
Autocreated	String	False	Indicates whether the batch was automatically created by the system.
Systemgenerated	String	False	Indicates if the batch was system-generated.
Megaentitykey	Int64	False	Key for the mega entity associated with this batch.
Megaentityid	String	False	ID of the mega entity associated with this batch.
Megaentityname	String	False	Name of the mega entity associated with this batch.
Record_url	String	False	URL to view this AR Invoice Batch record.

ARPaymentBatch

Manages batch-level data for accounts receivable payments, supporting creation, updates, and deletions.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the AR payment batch record.
Title	String	False	Title of the payment batch.
Created	Datetime	False	Timestamp when the payment batch was created.
Status	String	False	Current status of the payment batch.
Recordtype	String	False	Type of record for the payment batch.
Total	Double	False	Total amount associated with the payment batch.
Open	String	False	Indicates whether the batch is open.
Parentkey	String	False	Key of the parent record associated with the batch.
Nogl	Boolean	False	Specifies if the batch has no general ledger association.
Accountnokey	String	False	Key of the account associated with the batch.
Autocreated	String	False	Indicates whether the batch was automatically created.
Systemgenerated	String	False	Indicates if the batch was system-generated.
Currency	String	False	Currency used in the payment batch.
Megaentitykey	Int64	False	Key of the associated mega entity.
Megaentityid	String	False	ID of the associated mega entity.
Megaentityname	String	False	Name of the associated mega entity.
Record_url	String	False	URL for accessing the AR payment batch record.

ARTerm

Manages terms for accounts receivable transactions, including payment schedules, discounts, and penalties.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	Unique name identifying the ARTerm object.
Description	String	False	Description of the ARTerm object.
Status	String	False	Current status of the ARTerm object.
Recordno	Int64	False	Internal record number for the ARTerm object.
Whenmodified	Datetime	False	Timestamp indicating the last modification of the ARTerm object.
Whencreated	Datetime	False	Timestamp indicating when the ARTerm object was created.
Modifiedby	Int64	False	Identifier of the user who last modified the ARTerm object.
Createdby	Int64	False	Identifier of the user who created the ARTerm object.
Duedate	Int64	False	Due date for the ARTerm object, expressed as a numeric value.
Duefrom	String	False	Defines the starting point for the due date calculation.
Discdate	Int64	False	Discount date for the ARTerm object, expressed as a numeric value.
Discfrom	String	False	Defines the starting point for the discount date calculation.
Discamount	Int64	False	Discount amount associated with the ARTerm object.
Discpercamn	String	False	Discount percentage or amount calculation basis.
Discfudgedays	Int64	False	Fudge days allowed for discounts.
Pen_types	String	False	Types of penalties associated with the ARTerm object.
Penamount	Int64	False	Penalty amount associated with the ARTerm object.
Penpercamn	String	False	Penalty percentage or amount calculation basis.
Penfudgedays	Int64	False	Fudge days allowed for penalties.
Disccalcon	String	False	Discount calculation condition for the ARTerm object.
Record_url	String	False	URL for accessing the AR term record.

Attendee

Retrieves data about attendees including relevant customer and employee information.

Columns


Name	Type	ReadOnly	Description
Rcustomer [KEY]	String	False	Identifies the customer associated with the attendee.
Remployee	String	False	Identifies the employee associated with the attendee.
Record_url	String	False	Provides a URL to access the record of the attendee.

Billing_Contact

Manages billing contact records, linking them to customers and their corresponding financial details.

Columns


Name	Type	ReadOnly	Description
Rcustomer [KEY]	String	False	Identifies the customer associated with the billing contact.
Record_url	String	False	Provides a URL to access the record of the billing contact.

Bin

Stores data about bins used in warehouse or inventory management, including identifiers and descriptions.

Table Specific Information

Select

In the Legacy API, SELECT * queries return not only the columns documented below, but additional columns as well.
In the non-Legacy API, you cannot use SELECT * with this table. You should build a query with the columns listed below, for example:
```
SELECT Recordno, Binid, Bindesc, Whencreated, Whenmodified, Createdby, Modifiedby FROM Bin
```

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	A unique identifier for the bin record.
Binid [KEY]	String	False	The identifier for the bin.
Bindesc	String	False	The description of the bin.
Whencreated	Datetime	False	The date and time when the bin record was created.
Whenmodified	Datetime	False	The date and time when the bin record was last modified.
Createdby	Int64	False	The ID of the user or process that created the bin record.
Modifiedby	Int64	False	The ID of the user or process that last modified the bin record.
Record_url	String	False	Provides a URL to access the bin record.

CheckingAccount

Retrieves information about checking accounts, including bank details, account configuration, and associated financial data.

Columns


Name	Type	ReadOnly	Description
Bankaccountid [KEY]	String	False	A unique identifier for the checking account.
Bankaccountno	String	False	The account number of the checking account.
Glaccountno	String	False	The general ledger account number linked to the checking account.
Bankname	String	False	The name of the bank associated with the checking account.
Routingno	String	False	The routing number of the bank.
Branchid	String	False	The identifier for the bank branch.
Bankaccounttype	String	False	The type of the checking account (e.g., savings, checking).
Phone	String	False	The contact phone number for the bank.
Checklayout_sigline2amount	String	False	The amount threshold for requiring a second signature on checks.
Checklayout_checkpaperformat	String	False	The format of the check paper used.
Checklayout_checkprintformat	String	False	The printing format for checks.
Checklayout_signatureimage1	String	False	The first signature image for check printing.
Checklayout_signatureimage2	String	False	The second signature image for check printing.
Checklayout_printlineitems	Boolean	False	Indicates whether line items are printed on checks.
Checklayout_displaylocationas	String	False	The display format for location details on checks.
Checklayout_bankacctalign	String	False	The alignment settings for bank account details on checks.
Checklayout_spacestoappend	String	False	Additional spacing to append to checks.
Checklayout_checknolength	String	False	The length of the check number field.
Checklayout_dfltcnyaddr	Boolean	False	Indicates whether the default currency address is used on checks.
Checklayout_voidtext	String	False	The text displayed when a check is voided.
Checklayout_usesig1belowamt	String	False	The threshold amount below which only the first signature is used.
Checklayout_usesig2belowamt	String	False	The threshold amount below which the second signature is required.
Checklayout_micrtranscode	Boolean	False	Indicates whether MICR encoding is used for transaction codes.
Checklayout_usdtext	Boolean	False	Indicates whether USD text is printed on checks.
Checklayout_onus	Boolean	False	Specifies if 'On-us' details are included in the check layout.
Checklayout_onus32	String	False	The format for 'On-us' details in check layout 32.
Checklayout_usesecondsignaturechecks	Boolean	False	Indicates whether second signature checks are enabled.
Checklayout_printcnylogo	Boolean	False	Indicates whether a CNY logo is printed on checks.
Checklayout_company_logo	String	False	The logo of the company printed on checks.
Checklayout_usecnyaddress	String	False	Indicates whether the CNY address is used in the check layout.
Mailaddress_address1	String	False	The primary address line for the mailing address.
Mailaddress_address2	String	False	The secondary address line for the mailing address.
Mailaddress_city	String	False	The city for the mailing address.
Mailaddress_state	String	False	The state for the mailing address.
Mailaddress_zip	String	False	The ZIP code for the mailing address.
Mailaddress_country	String	False	The country for the mailing address.
Mailaddress_countrycode	String	False	The country code for the mailing address.
Checkinfocontact_contactname	String	False	The name of the contact for check information.
Checkinfocontact_companyname	String	False	The company name for check information contact.
Checkinfocontact_mailaddress_address1	String	False	The primary address line for the check info contact's mailing address.
Checkinfocontact_mailaddress_address2	String	False	The secondary address line for the check info contact's mailing address.
Checkinfocontact_mailaddress_city	String	False	The city for the check info contact's mailing address.
Checkinfocontact_mailaddress_state	String	False	The state for the check info contact's mailing address.
Checkinfocontact_mailaddress_zip	String	False	The ZIP code for the check info contact's mailing address.
Checkinfocontact_mailaddress_country	String	False	The country for the check info contact's mailing address.
Checkinfocontact_mailaddress_countrycode	String	False	The country code for the check info contact's mailing address.
Checkinfocontact_phone1	String	False	The primary phone number for the check info contact.
Financialdata_apjournal	String	False	The accounts payable journal linked to the checking account.
Financialdata_arjournal	String	False	The accounts receivable journal linked to the checking account.
Servicechargeglaccount	String	False	The general ledger account for service charges.
Servicechargeaccountlabel	String	False	The label for the service charge account.
Interestearnedglaccount	String	False	The general ledger account for interest earned.
Interestearnedaccountlabel	String	False	The label for the interest earned account.
Departmentid	String	False	The department ID linked to the checking account.
Locationid	String	False	The location ID linked to the checking account.
Status	String	False	The current status of the checking account.
Lastreconciledbalance	String	False	The balance at the time of the last reconciliation.
Lastreconcileddate	Datetime	False	The date of the last reconciliation.
Nextcheck	String	False	The next check number to be used.
Sharecheckno	Boolean	False	Indicates whether check numbers are shared across accounts.
Cutoffdate	Datetime	False	The cutoff date for transactions in the account.
Financialdata_reconmode	String	False	The reconciliation mode for the checking account.
Currency	String	False	The currency used for the checking account.
Forwfpm	Boolean	False	Indicates whether forward payment management is enabled.
Achcompanyid	String	False	The ACH company ID linked to the checking account.
Pmchecktemplateid	String	False	The payment management check template ID for the account.
Whencreated	Datetime	False	The date and time when the checking account was created.
Whenmodified	Datetime	False	The date and time when the checking account was last modified.
Createdby	Int64	False	The ID of the user or process that created the account.
Modifiedby	Int64	False	The ID of the user or process that last modified the account.
Recordno	Int64	False	The record number of the checking account.
Achbankid	String	False	The ACH bank ID linked to the checking account.
Companyname	String	False	The name of the company associated with the account.
Companyidentification	String	False	The company identification number linked to the account.
Financialinstitution	String	False	The name of the financial institution managing the account.
Description	String	False	A description of the checking account.
Discretionarydata	String	False	Discretionary data associated with the account.
Recordtypecode	String	False	The record type code for the account.
Serviceclasscode	String	False	The service class code for the checking account.
Originatorstatuscode	String	False	The originator status code for ACH transactions.
Batchid	String	False	The batch ID linked to the checking account.
Tracenumberseq	String	False	The sequence for trace numbers linked to the account.
Docnumberseq	String	False	The sequence for document numbers linked to the account.
Usetracenumber	String	False	Indicates whether trace numbers are used for transactions.
Achenabled	Boolean	False	Indicates whether ACH is enabled for the checking account.
Userecommendedsetup	Boolean	False	Indicates whether the recommended setup is used for the account.
Printon	String	False	Specifies the print settings for the account.
Outsourcecheck	String	False	Indicates whether check printing is outsourced.
Fractionalroutingno	String	False	The fractional routing number for the bank.
Nameontheaccount	String	False	The name listed on the checking account.
Automate_check_print	Boolean	False	Indicates whether check printing is automated.
Automate_pymt_conf	Boolean	False	Indicates whether payment confirmations are automated.
Automate_ach_pymt_send	Boolean	False	Indicates whether ACH payment sending is automated.
Automate_ach_pymt_conf	Boolean	False	Indicates whether ACH payment confirmations are automated.
Amex_payve_accountid	String	False	The account ID for American Express Payve payments.
Amexchecknum	String	False	The check number for American Express Payve payments.
Abo_first_name	String	False	The first name of the account billing owner (ABO).
Abo_middle_name	String	False	The middle name of the account billing owner (ABO).
Abo_last_name	String	False	The last name of the account billing owner (ABO).
Abo_phone_number	String	False	The phone number of the account billing owner (ABO).
Abo_email_id	String	False	The email ID of the account billing owner (ABO).
Outsourceach	String	False	Indicates whether ACH transactions are outsourced.
Megaentitykey	Int64	False	The key identifying the parent entity linked to the checking account.
Megaentityid	String	False	The ID of the parent entity linked to the checking account.
Megaentityname	String	False	The name of the parent entity linked to the checking account.
Record_url	String	False	A URL providing direct access to the checking account record.

Class

Tracks classification objects, including hierarchy and metadata for organizational purposes.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	A unique identifier for the class record.
Classid [KEY]	String	False	The identifier for the class object.
Name	String	False	The name of the class object.
Description	String	False	A detailed description of the class object.
Status	String	False	The current status of the class object.
Parentkey	Int64	False	The key identifying the parent class object, if applicable.
Parentid	String	False	The identifier of the parent class object, if applicable.
Whencreated	Datetime	False	The date and time when the class object was created.
Whenmodified	Datetime	False	The date and time when the class object was last modified.
Createdby	Int64	False	The user or process ID that created the class object.
Modifiedby	Int64	False	The user or process ID that last modified the class object.
Megaentitykey	Int64	False	The key identifying the parent entity linked to the class object.
Megaentityid	String	False	The identifier of the parent entity linked to the class object.
Megaentityname	String	False	The name of the parent entity linked to the class object.
Record_url	String	False	A URL providing direct access to the class record.

Comments

Logs comments linked to various objects, including creation details and modification histories.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the comment record.
Obj_id	Int64	False	The ID of the object associated with the comment.
Obj_def_id	Int64	False	The definition ID of the object associated with the comment.
Comment_text	String	False	The text content of the comment.
Createdbyuser	String	False	The username of the user who created the comment.
Created_at	Datetime	False	The date and time when the comment was created.
Updatedbyuser	String	False	The username of the user who last updated the comment.
Updated_at	Datetime	False	The date and time when the comment was last updated.
Record_url	String	False	A URL providing direct access to the comment record.

Contact

Tracks contact records, linking them to entities, customers, or employees for communication purposes.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Int64	False	The Recordno field of the Contact object.
Contactname	String	False	The Contactname field of the Contact object.
Companyname	String	False	The Companyname field of the Contact object.
Prefix	String	False	The Prefix field of the Contact object.
Firstname	String	False	The Firstname field of the Contact object.
Lastname	String	False	The Lastname field of the Contact object.
Initial	String	False	The Initial field of the Contact object.
Printas	String	False	The Printas field of the Contact object.
Taxable	Boolean	False	The Taxable field of the Contact object.
Taxgroup	String	False	The Taxgroup field of the Contact object.
Phone1	String	False	The Phone1 field of the Contact object.
Phone2	String	False	The Phone2 field of the Contact object.
Cellphone	String	False	The Cellphone field of the Contact object.
Pager	String	False	The Pager field of the Contact object.
Fax	String	False	The Fax field of the Contact object.
Email1	String	False	The Email1 field of the Contact object.
Email2	String	False	The Email2 field of the Contact object.
Url1	String	False	The Url1 field of the Contact object.
Url2	String	False	The Url2 field of the Contact object.
Visible	Boolean	False	The Visible field of the Contact object.
Mailaddress_address1	String	False	The Mailaddress_address1 field of the Contact object.
Mailaddress_address2	String	False	The Mailaddress_address2 field of the Contact object.
Mailaddress_city	String	False	The Mailaddress_city field of the Contact object.
Mailaddress_state	String	False	The Mailaddress_state field of the Contact object.
Mailaddress_zip	String	False	The Mailaddress_zip field of the Contact object.
Mailaddress_country	String	False	The Mailaddress_country field of the Contact object.
Status	String	False	The Status field of the Contact object.
Mailaddress_countrycode	String	False	The Mailaddress_countrycode field of the Contact object.
Priceschedule	String	False	The Priceschedule field of the Contact object.
Discount	Double	False	The Discount field of the Contact object.
Pricelist	String	False	The Pricelist field of the Contact object.
Pricelistkey	Int64	False	The Pricelistkey field of the Contact object.
Taxid	String	False	The Taxid field of the Contact object.
Taxgroupkey	Int64	False	The Taxgroupkey field of the Contact object.
Priceschedulekey	Int64	False	The Priceschedulekey field of the Contact object.
Whencreated	Datetime	False	The Whencreated field of the Contact object.
Whenmodified	Datetime	False	The Whenmodified field of the Contact object.
Createdby	Int64	False	The Createdby field of the Contact object.
Modifiedby	Int64	False	The Modifiedby field of the Contact object.
Megaentitykey	Int64	False	The Megaentitykey field of the Contact object.
Megaentityid	String	False	The Megaentityid field of the Contact object.
Megaentityname	String	False	The Megaentityname field of the Contact object.
Record_url	String	False	The Record_url field of the Contact object.

Contract

Manages contract records, supporting operational and financial tracking for agreements in Sage Intacct.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique record number for the contract.
Parentkey	Long	False	Reference to the parent contract's unique key.
Parentid	String	True	Identifier for the original or parent contract.
Description	String	False	Detailed description of the contract.
Contractid	String	False	Unique identifier for the contract.
State	String	True	Current state or status of the contract.
Begindate	Date	False	Date the contract becomes effective.
Enddate	Date	False	Date the contract is set to expire.
Canceldate	Date	True	Date the contract was canceled, if applicable.
Name	String	False	Name of the contract.
Customerkey	Long	False	Unique key referencing the associated customer.
Customerid	String	False	Unique identifier for the associated customer.
Customername	String	False	Name of the associated customer.
Displaycontact_email1	String	False	Primary email address for the contact.
Displaycontact_email2	String	False	Secondary email address for the contact.
Billtokey	Long	False	Unique key referencing the bill-to contact.
Billtocontactname	String	False	Name of the bill-to contact.
Billto_email1	String	False	Primary email address for the bill-to contact.
Billto_email2	String	False	Secondary email address for the bill-to contact.
Shiptokey	Long	False	Unique key referencing the ship-to contact.
Shiptocontactname	String	False	Name of the ship-to contact.
Shipto_email1	String	False	Primary email address for the ship-to contact.
Shipto_email2	String	False	Secondary email address for the ship-to contact.
Billingfrequency	String	False	Frequency of billing for the contract.
Termkey	Long	False	Key referencing the term associated with the contract.
Termname	String	False	Name of the term associated with the contract.
Renewal	Bool	False	Indicates if the contract is eligible for renewal.
Renewalmacrokey	Long	False	Key referencing the renewal template.
Renewedcontractkey	Long	False	Key referencing the renewed contract.
Renewedcontractid	String	True	Identifier for the source of the renewal.
Renewalmacro	String	False	Renewal template associated with the contract.
Renewcontract_schopkey	Long	False	Key for the scheduled operation of the contract renewal.
Renewemailalert_schopkey	Long	False	Key for the scheduled operation of the renewal alert.
Nonrenewcontract_schopkey	Long	False	Key for the scheduled operation to cancel non-renewed contracts.
Renewcustomeralert_schopkey	Long	False	Key for the scheduled operation of customer renewal alerts.
Renewtermlength	Long	False	Length of the renewal term.
Renewtermperiod	String	False	Period of the renewal term.
Prclstkey	Long	False	Key for the price list associated with billing.
Prclist	String	False	Price list used for billing.
Meaprclist	String	False	Fair value price list.
Meaprclstkey	Long	False	Key for the fair value price list.
Billinghold	Bool	False	Indicates if billing is on hold.
Revenuehold	Bool	False	Indicates if revenue is on hold.
Crhold	Bool	False	Indicates if cash receipt processing is on hold.
Expensehold	Bool	False	Indicates if expense processing is on hold.
Basecurr	String	True	Base currency used for the contract.
Currency	String	False	Transaction currency used for the contract.
Exchratetype	String	False	Type of exchange rate used for the contract.
Exch_rate_type_id	Long	False	Identifier for the exchange rate type.
Locationkey	String	False	Key referencing the contract's location.
Locationid	String	False	Identifier for the location of the contract.
Locationname	String	False	Name of the location associated with the contract.
Deptkey	String	False	Key referencing the department associated with the contract.
Departmentid	String	False	Identifier for the department associated with the contract.
Departmentname	String	False	Name of the department associated with the contract.
Advbillby	Long	False	Specifies the advance billing setup.
Advbillbytype	String	False	Type of advance billing setup.
Renewaladvbillby	Long	False	Advance billing setup for renewals.
Renewaladvbillbytype	String	False	Type of advance billing setup for renewals.
Whencreated	Datetime	True	Timestamp of when the contract was created.
Whenmodified	Datetime	True	Timestamp of the last modification to the contract.
Createdby	Long	True	Identifier for the user who created the contract.
Modifiedby	Long	True	Identifier for the user who last modified the contract.
Supdocid	String	False	Attachment ID associated with the contract.
Status	String	False	Indicates whether the contract is active or inactive.
Contracttypekey	Long	False	Key referencing the type of contract.
Contracttype	String	False	Type of contract.
Timesheetaggregation	String	False	Method for deferring time-based revenue.
Postmemo	String	True	Post-memo information associated with the contract.
Megaentitykey	Long	True	Key referencing the entity where the contract was created.
Megaentityid	String	True	Identifier for the entity where the contract was created.
Megaentityname	String	True	Name of the entity where the contract was created.
Test_specialcharacters	String	False	Test field containing special characters.
Test_specialcharacters2	String	False	Field used for testing special characters.
Projectdimkey	Long	False	Key referencing the associated project dimension.
Projectid	String	False	Identifier for the associated project.
Projectname	String	False	Name of the associated project.
Vendordimkey	Long	False	Key referencing the associated vendor dimension.
Vendorid	String	False	Identifier for the associated vendor.
Vendorname	String	False	Name of the associated vendor.
Employeedimkey	Long	False	Key referencing the associated employee dimension.
Employeeid	String	False	Identifier for the associated employee.
Employeename	String	False	Name of the associated employee.
Classdimkey	Long	False	Key referencing the associated class dimension.
Classid	String	False	Identifier for the associated class.
Classname	String	False	Name of the associated class.
Warehousedimkey	Long	False	Key referencing the associated warehouse dimension.
Warehouseid	String	False	Identifier for the associated warehouse.
Warehousename	String	False	Name of the associated warehouse.
Record_url	String	True	Portable, user-independent URL for viewing this record.
Gldimtestegi1	String	False	Test field for GL dimension.

CreditCard

Stores credit card data for financial reporting and transaction tracking.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique record number for the CreditCard object.
Cardid [KEY]	String	False	Unique identifier for the credit card.
Description	String	False	Description or details of the credit card.
Cardtype	String	False	Type of credit card (for example, Visa, MasterCard).
Exp_month	String	False	Expiration month of the credit card.
Exp_year	String	False	Expiration year of the credit card.
Mailaddress_address1	String	False	Primary mailing address line 1.
Mailaddress_address2	String	False	Primary mailing address line 2.
Mailaddress_city	String	False	City of the mailing address.
Mailaddress_state	String	False	State of the mailing address.
Mailaddress_zip	String	False	ZIP code of the mailing address.
Mailaddress_country	String	False	Country of the mailing address.
Mailaddress_countrycode	String	False	Country code of the mailing address.
Status	String	False	Current status of the credit card.
Liabacctkey	String	False	Key referencing the liability account associated with the card.
Feesacctkey	String	False	Key referencing the fees account associated with the card.
Vendorid	String	False	Identifier for the vendor issuing the credit card.
Dept	String	False	Department associated with the credit card.
Location	String	False	Location associated with the credit card.
Liabilitytype	String	False	Type of liability associated with the card.
Recdate	Datetime	False	Date of the most recent reconciliation.
Recbal	Double	False	Balance recorded during the most recent reconciliation.
Financialdata_journal	String	False	Financial journal associated with the credit card.
Financialdata_journaltitle	String	False	Title of the financial journal associated with the credit card.
Financialdata_jrnlkey2	String	False	Secondary journal key associated with the credit card.
Financialdata_journaltitle2	String	False	Title of the secondary financial journal associated with the credit card.
Financialdata_parententity	String	False	Parent entity associated with the credit card.
Financialdata_parententityname	String	False	Name of the parent entity associated with the credit card.
Useforintacct	String	False	Indicates if the card is used for Intacct.
Feesacctlabelkey	String	False	Label key for the fees account associated with the card.
Finchrgacct	String	False	Key referencing the finance charge account.
Finchrgacctlabel	String	False	Label for the finance charge account.
Cutoffdate	Datetime	False	Cutoff date for financial transactions.
Financialdata_disableiet	Boolean	False	Indicates if IET (Intacct Expense Tracking) is disabled for this card.
Whenmodified	Datetime	False	Timestamp of the last modification.
Whencreated	Datetime	False	Timestamp of when the credit card record was created.
Modifiedby	Int64	False	Identifier of the user who last modified the record.
Createdby	Int64	False	Identifier of the user who created the record.
Megaentitykey	Int64	False	Key referencing the entity where the record was created.
Megaentityid	String	False	Identifier of the entity where the record was created.
Megaentityname	String	False	Name of the entity where the record was created.
Record_url	String	False	A portable, user-independent URL for viewing this record.

Customer

Manages customer records, including contact details, classifications, and financial interactions.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	A unique numeric identifier for the customer record used for internal referencing.
Customerid [KEY]	String	False	A unique alphanumeric identifier assigned to the customer for external referencing.
Name	String	False	The full name of the customer or business entity.
Entity	String	False	The legal or organizational entity associated with the customer record.
Parentkey	Int64	False	The unique numeric identifier of the parent customer, if applicable.
Parentid	String	False	The unique alphanumeric identifier of the parent customer, if applicable.
Parentname	String	False	The name of the parent customer, if applicable.
Displaycontact_contactname	String	False	The full name of the primary contact person associated with the customer.
Displaycontact_companyname	String	False	The company name of the primary contact person associated with the customer.
Displaycontact_prefix	String	False	The prefix or title (e.g., Mr., Ms.) of the primary contact person.
Displaycontact_firstname	String	False	The first name of the primary contact person for the customer.
Displaycontact_lastname	String	False	The last name of the primary contact person for the customer.
Displaycontact_initial	String	False	The middle initial of the primary contact person, if available.
Displaycontact_printas	String	False	The formatted name of the contact person used for printing and correspondence.
Displaycontact_taxable	Boolean	False	Indicates whether the contact person is subject to taxation.
Displaycontact_taxgroup	String	False	The tax group classification associated with the contact person.
Displaycontact_phone1	String	False	The primary phone number of the contact person.
Displaycontact_phone2	String	False	The secondary phone number of the contact person, if applicable.
Displaycontact_cellphone	String	False	The mobile phone number of the contact person, if available.
Displaycontact_pager	String	False	The pager number of the contact person, if applicable.
Displaycontact_fax	String	False	The fax number of the contact person, if applicable.
Displaycontact_email1	String	False	The primary email address of the contact person.
Displaycontact_email2	String	False	The secondary email address of the contact person, if applicable.
Displaycontact_url1	String	False	The primary website or URL associated with the contact person or customer.
Displaycontact_url2	String	False	The secondary website or URL associated with the contact person or customer, if applicable.
Displaycontact_visible	Boolean	False	Indicates whether the contact's information is visible in the system.
Displaycontact_mailaddress_address1	String	False	The first line of the contact's mailing address.
Displaycontact_mailaddress_address2	String	False	The second line of the contact's mailing address, if applicable.
Displaycontact_mailaddress_city	String	False	The city of the contact's mailing address.
Displaycontact_mailaddress_state	String	False	The state of the contact's mailing address.
Displaycontact_mailaddress_zip	String	False	The ZIP or postal code of the contact's mailing address.
Displaycontact_mailaddress_country	String	False	The country of the contact's mailing address.
Displaycontact_mailaddress_countrycode	String	False	The country code of the contact's mailing address.
Displaycontact_status	String	False	The current status of the contact (e.g., active or inactive).
Termname	String	False	Name of the payment terms assigned to the customer.
Termvalue	String	False	Value or description of the payment terms.
Custrepid	String	False	ID of the customer representative.
Custrepname	String	False	Name of the customer representative.
Resaleno	String	False	Resale number assigned to the customer, if applicable.
Taxid	String	False	Tax identification number of the customer.
Creditlimit	Double	False	Credit limit assigned to the customer.
Totaldue	Double	False	Total amount due from the customer.
Comments	String	False	Additional comments or notes related to the customer.
Accountlabel	String	False	Label or identifier for the customer's account.
Araccount	String	False	Accounts receivable account linked to the customer.
Araccounttitle	String	False	Title or description of the accounts receivable account.
Last_invoicedate	String	False	Date of the last invoice issued to the customer.
Last_statementdate	String	False	Date of the last statement issued to the customer.
Delivery_options	String	False	Delivery preferences or options for the customer.
Territoryid	String	False	ID of the sales territory assigned to the customer.
Shippingmethod	String	False	Preferred shipping method for the customer.
Custtype	String	False	Type or classification of the customer.
Glgroup	String	False	General ledger group linked to the customer.
Priceschedule	String	False	Price schedule or pricing rules applied to the customer.
Discount	Double	False	Discount percentage or value applied to the customer.
Pricelist	String	False	Price list associated with the customer.
Vsoepricelist	String	False	VSOE (Vendor Specific Objective Evidence) price list for the customer.
Currency	String	False	Currency used for transactions with the customer.
Contactinfo_contactname	String	False	The full name of the primary contact associated with the customer.
Contactinfo_prefix	String	False	The prefix or title (e.g., Mr., Ms.) of the contact person.
Contactinfo_firstname	String	False	The first name of the contact person for the customer.
Contactinfo_initial	String	False	The middle initial of the contact person, if applicable.
Contactinfo_lastname	String	False	The last name of the contact person for the customer.
Contactinfo_companyname	String	False	The company name associated with the contact person.
Contactinfo_printas	String	False	The formatted name of the contact person for printing or display purposes.
Contactinfo_phone1	String	False	The primary phone number of the contact person.
Contactinfo_phone2	String	False	The secondary phone number of the contact person, if available.
Contactinfo_cellphone	String	False	The cellphone number of the contact person, if applicable.
Contactinfo_pager	String	False	The pager number of the contact person, if applicable.
Contactinfo_fax	String	False	The fax number associated with the contact person, if applicable.
Contactinfo_email1	String	False	The primary email address of the contact person.
Contactinfo_email2	String	False	The secondary email address of the contact person, if available.
Contactinfo_url1	String	False	The primary website or URL associated with the contact person or customer.
Contactinfo_url2	String	False	The secondary website or URL associated with the contact person or customer, if applicable.
Contactinfo_visible	Boolean	False	Indicates whether the contact's information is visible in the system.
Contactinfo_mailaddress_address1	String	False	The first line of the contact person's mailing address.
Contactinfo_mailaddress_address2	String	False	The second line of the contact person's mailing address, if applicable.
Contactinfo_mailaddress_city	String	False	The city in the mailing address of the contact person.
Contactinfo_mailaddress_state	String	False	The state in the mailing address of the contact person.
Contactinfo_mailaddress_zip	String	False	The ZIP or postal code in the mailing address of the contact person.
Contactinfo_mailaddress_country	String	False	The country in the mailing address of the contact person.
Contactinfo_mailaddress_countrycode	String	False	The country code in the mailing address of the contact person.
Shipto_contactname	String	False	The full name of the primary contact person at the shipping address.
Shipto_prefix	String	False	The title or prefix (e.g., Mr., Ms.) for the shipping contact.
Shipto_firstname	String	False	The first name of the contact person at the shipping address.
Shipto_initial	String	False	The middle initial of the shipping contact, if applicable.
Shipto_lastname	String	False	The last name of the contact person at the shipping address.
Shipto_companyname	String	False	The company name associated with the shipping address.
Shipto_printas	String	False	The formatted name or label used for the shipping contact in print or correspondence.
Shipto_taxable	Boolean	False	Indicates whether the shipping contact or address is subject to taxes.
Shipto_taxgroup	String	False	The tax group classification associated with the shipping address.
Shipto_phone1	String	False	The primary phone number for the shipping contact.
Shipto_phone2	String	False	The secondary phone number for the shipping contact, if applicable.
Shipto_cellphone	String	False	The cellphone number of the shipping contact, if available.
Shipto_pager	String	False	The pager number of the shipping contact, if applicable.
Shipto_fax	String	False	The fax number associated with the shipping contact.
Shipto_email1	String	False	The primary email address of the shipping contact.
Shipto_email2	String	False	The secondary email address of the shipping contact, if applicable.
Shipto_url1	String	False	The primary website or URL associated with the shipping contact or address.
Shipto_url2	String	False	The secondary website or URL associated with the shipping contact or address, if applicable.
Shipto_visible	Boolean	False	Indicates whether the shipping contact information is visible in the system.
Shipto_mailaddress_address1	String	False	The first line of the shipping address.
Shipto_mailaddress_address2	String	False	The second line of the shipping address, if applicable.
Shipto_mailaddress_city	String	False	The city of the shipping address.
Shipto_mailaddress_state	String	False	The state or region of the shipping address.
Shipto_mailaddress_zip	String	False	The ZIP or postal code of the shipping address.
Shipto_mailaddress_country	String	False	The country of the shipping address.
Shipto_mailaddress_countrycode	String	False	The country code for the shipping address.
Billto_contactname	String	False	The full name of the primary contact person at the billing address.
Billto_prefix	String	False	The title or prefix (e.g., Mr., Ms.) for the billing contact.
Billto_firstname	String	False	The first name of the contact person at the billing address.
Billto_initial	String	False	The middle initial of the billing contact, if applicable.
Billto_lastname	String	False	The last name of the contact person at the billing address.
Billto_companyname	String	False	The company name associated with the billing address.
Billto_printas	String	False	The formatted name or label used for the billing contact in print or correspondence.
Billto_taxable	Boolean	False	Indicates whether the billing contact or address is subject to taxes.
Billto_taxgroup	String	False	The tax group classification associated with the billing address.
Billto_phone1	String	False	The primary phone number for the billing contact.
Billto_phone2	String	False	The secondary phone number for the billing contact, if applicable.
Billto_cellphone	String	False	The cellphone number of the billing contact, if available.
Billto_pager	String	False	The pager number of the billing contact, if applicable.
Billto_fax	String	False	The fax number associated with the billing contact.
Billto_email1	String	False	The primary email address of the billing contact.
Billto_email2	String	False	The secondary email address of the billing contact, if available.
Billto_url1	String	False	The primary website or URL associated with the billing contact or address.
Billto_url2	String	False	The secondary website or URL associated with the billing contact or address, if applicable.
Billto_visible	Boolean	False	Indicates whether the billing contact information is visible in the system.
Billto_mailaddress_address1	String	False	The first line of the billing address.
Billto_mailaddress_address2	String	False	The second line of the billing address, if applicable.
Billto_mailaddress_city	String	False	The city of the billing address.
Billto_mailaddress_state	String	False	The state or region of the billing address.
Billto_mailaddress_zip	String	False	The ZIP or postal code of the billing address.
Billto_mailaddress_country	String	False	The country of the billing address.
Billto_mailaddress_countrycode	String	False	The country code for the billing address.
Status	String	False	Indicates the current status of the customer, such as active or inactive.
Onetime	Boolean	False	Specifies whether the customer is classified as a one-time customer.
Custmessageid	String	False	The identifier for a custom message associated with the customer.
Onhold	Boolean	False	Denotes if the customer's account is on hold.
Prclst_override	String	False	Indicates a price list override applied to the customer.
Oeprclstkey	Int64	False	Internal key for the customer's order entry price list.
Oepriceschedkey	Int64	False	Internal key for the customer's order entry price schedule.
Enableonlinecardpayment	Boolean	False	Specifies whether online card payments are enabled for the customer.
Enableonlineachpayment	Boolean	False	Specifies whether online ACH payments are enabled for the customer.
Vsoeprclstkey	Int64	False	Internal key for the customer's VSOE price list.
Whenmodified	Datetime	False	The date and time when the customer record was last modified.
Arinvoiceprinttemplateid	String	False	The identifier for the template used to print AR invoices for the customer.
Oequoteprinttemplateid	String	False	The identifier for the template used to print quotes for the customer.
Oeorderprinttemplateid	String	False	The identifier for the template used to print orders for the customer.
Oelistprinttemplateid	String	False	The identifier for the template used to print order lists for the customer.
Oeinvoiceprinttemplateid	String	False	The identifier for the template used to print invoices for the customer.
Oeadjprinttemplateid	String	False	The identifier for the template used to print adjustments for the customer.
Oeotherprinttemplateid	String	False	The identifier for the template used to print other documents for the customer.
Whencreated	Datetime	False	The date and time when the customer record was created.
Createdby	Int64	False	The user ID of the person who created the customer record.
Modifiedby	Int64	False	The user ID of the person who last modified the customer record.
Objectrestriction	String	False	Details any restrictions applied to the customer object.
Displaycontactkey	Int64	False	Internal key for the display contact associated with the customer.
Contactkey	Int64	False	Internal key for the contact information associated with the customer.
Shiptokey	Int64	False	Internal key for the shipping information associated with the customer.
Billtokey	Int64	False	Internal key for the billing information associated with the customer.
Custrepkey	Int64	False	Internal key for the customer's representative.
Shipviakey	Int64	False	Internal key for the shipping method associated with the customer.
Territorykey	String	False	Internal key for the territory associated with the customer.
Termskey	Int64	False	Internal key for the payment terms associated with the customer.
Accountlabelkey	Int64	False	Internal key for the account label associated with the customer.
Accountkey	Int64	False	Internal key for the account associated with the customer.
Custtypekey	Int64	False	Internal key for the customer type associated with the customer.
Priceschedulekey	String	False	Internal key for the price schedule associated with the customer.
Offsetglaccountno	String	False	Offset GL account number associated with the customer.
Offsetglaccountnotitle	String	False	Title of the offset GL account associated with the customer.
Megaentitykey	Int64	False	Internal key for the mega entity associated with the customer.
Megaentityid	String	False	Identifier for the mega entity associated with the customer.
Megaentityname	String	False	Name of the mega entity associated with the customer.
Record_url	String	False	URL for the record associated with the customer.

CustomerEmailTemplate

Stores email templates tailored for customer communication and engagement.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the customer email template record.
Customerkey	Int64	False	The internal key representing the customer associated with the email template.
Customerid	String	False	The customer ID associated with the email template.
Docparid	String	False	The document parameter ID linked to the email template.
Emailtemplatekey	String	False	The internal key for the specific email template.
Emailtemplatename	String	False	The name of the email template.
Record_url	String	False	The URL link to the customer email template record.

CustomerGroup

Retrieves report data for customer groups.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the customer group record.
Id	String	False	The unique ID of the customer group.
Name	String	False	The name of the customer group.
Description	String	False	A description of the customer group.
Grouptype	String	False	The type of customer group.
Whencreated	Datetime	False	The date and time when the customer group was created.
Whenmodified	Datetime	False	The date and time when the customer group was last modified.
Createdby	Int64	False	The ID of the user who created the customer group.
Modifiedby	Int64	False	The ID of the user who last modified the customer group.
Megaentitykey	Int64	False	The internal key for the mega entity associated with the customer group.
Megaentityid	String	False	The ID of the mega entity associated with the customer group.
Megaentityname	String	False	The name of the mega entity associated with the customer group.
Record_url	String	False	The URL link to the customer group record.

CustomerVisibility

Tracks visibility settings for customers, controlling access and permissions across entities.

Columns


Name	Type	ReadOnly	Description
Customerid [KEY]	String	False	The unique ID of the customer associated with visibility settings.
Name	String	False	The name of the customer.
Visibility	String	False	The visibility setting for the customer.
Restrictedlocations	String	False	A list of locations restricted for the customer.
Restricteddepartments	String	False	A list of departments restricted for the customer.
Record_url	String	False	The URL link to the customer visibility record.

CustType

Defines customer types, enabling categorization and tailored business processes.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	The name of the customer type.
Parent_name	String	False	The name of the parent customer type.
Status	String	False	The status of the customer type.
Recordno	Int64	False	The unique identifier for the customer type record.
Whencreated	Datetime	False	The date and time when the customer type was created.
Whenmodified	Datetime	False	The date and time when the customer type was last modified.
Createdby	Int64	False	The ID of the user who created the customer type.
Modifiedby	Int64	False	The ID of the user who last modified the customer type.
Megaentitykey	Int64	False	The internal key for the mega entity associated with the customer type.
Megaentityid	String	False	The ID of the mega entity associated with the customer type.
Megaentityname	String	False	The name of the mega entity associated with the customer type.
Record_url	String	False	The URL link to the customer type record.

Department

Manages department records, capturing organizational structure and operational details.

Columns


Name	Type	ReadOnly	Description
Departmentid [KEY]	String	False	The unique ID of the department.
Recordno	Int64	False	The unique identifier for the department record.
Title	String	False	The title of the department.
Parentkey	Int64	False	The internal key of the parent department.
Parentid	String	False	The ID of the parent department.
Supervisorkey	Int64	False	The internal key of the department supervisor.
Supervisorid	String	False	The ID of the department supervisor.
Whencreated	Datetime	False	The date and time when the department was created.
Whenmodified	Datetime	False	The date and time when the department was last modified.
Supervisorname	String	False	The name of the department supervisor.
Status	String	False	The status of the department.
Custtitle	String	False	The custom title associated with the department.
Createdby	Int64	False	The ID of the user who created the department.
Modifiedby	Int64	False	The ID of the user who last modified the department.
Record_url	String	False	The URL link to the department record.

EarningType

Manages earning type records, detailing classifications and usage in payroll or compensation.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the earning type record.
Name	String	False	The name of the earning type.
Method	String	False	The method associated with the earning type.
Billableacctkey	String	False	The internal key for the billable account associated with the earning type.
Nonbillableacctkey	String	False	The internal key for the non-billable account associated with the earning type.
Billableacctno	String	False	The account number for the billable account associated with the earning type.
Nonbillableacctno	String	False	The account number for the non-billable account associated with the earning type.
Ratemultiplier	Double	False	The rate multiplier for the earning type.
Record_url	String	False	The URL link to the earning type record.

EEAccountLabel

Tracks employee expense account labels, linking them to accounts and operational data.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	The unique identifier for the employee expense account label record.
Whencreated	Datetime	False	The date and time when the employee expense account label was created.
Whenmodified	Datetime	False	The date and time when the employee expense account label was last modified.
Createdby	Int64	False	The ID of the user who created the employee expense account label.
Modifiedby	Int64	False	The ID of the user who last modified the employee expense account label.
Accountlabel [KEY]	String	False	The label for the employee expense account.
Description	String	False	A description of the employee expense account label.
Glaccountno	String	False	The general ledger account number associated with the employee expense account label.
Glaccounttitle	String	False	The title of the general ledger account associated with the employee expense account label.
Status	String	False	The current status of the employee expense account label.
Offsetglaccountno	String	False	The offset general ledger account number for the employee expense account label.
Unitcurrency	String	False	The currency unit associated with the employee expense account label.
Megaentitykey	Int64	False	The internal key of the mega entity associated with the employee expense account label.
Megaentityid	String	False	The ID of the mega entity associated with the employee expense account label.
Megaentityname	String	False	The name of the mega entity associated with the employee expense account label.
Record_url	String	False	The URL link to the employee expense account label record.

EExpenses

Manages employee expense records, including amounts, dates, and associated accounts.

Columns


Name	Type	ReadOnly	Description
Recordid [KEY]	String	False	The unique identifier for the employee expense record.
Contact_lastname	String	False	The last name of the contact associated with the expense.
Contact_firstname	String	False	The first name of the contact associated with the expense.
Recordno	String	False	The unique number for the employee expense record.
Whencreated	Datetime	False	The date and time when the expense record was created.
Whenposted	Datetime	False	The date and time when the expense was posted.
Totalentered	Double	False	The total amount entered for the expense.
State	String	False	The current state of the expense record.
Totalpaid	Double	False	The total amount paid for the expense.
Totalselected	Double	False	The total amount selected for the expense.
Totaldue	Double	False	The total amount due for the expense.
Recordtype	String	False	The type of record associated with the expense.
Systemgenerated	String	False	Indicates if the expense record was system-generated.
Prbatch	String	False	The payroll batch associated with the expense.
Prbatchkey	Int64	False	The internal key for the payroll batch associated with the expense.
Empentity	String	False	The employee entity associated with the expense.
Description	String	False	A description of the expense record.
Whenpaid	Datetime	False	The date and time when the expense was paid.
Whenmodified	Datetime	False	The date and time when the expense record was last modified.
Currency	String	False	The currency used for the expense.
Basecurr	String	False	The base currency for the expense.
Entity	String	False	The entity associated with the expense.
Userkey	String	False	The key for the user associated with the expense.
Employeeid	String	False	The ID of the employee associated with the expense.
Nr_totalentered	Double	False	The total amount entered in non-reporting currency.
Nr_trx_totalentered	Double	False	The transaction total entered in non-reporting currency.
Auwhencreated	Datetime	False	The date and time of the audit creation for the expense record.
Createdby	Int64	False	The ID of the user who created the expense record.
Modifiedby	Int64	False	The ID of the user who last modified the expense record.
Memo	String	False	A memo associated with the expense record.
Megaentitykey	Int64	False	The internal key of the mega entity associated with the expense.
Megaentityid	String	False	The ID of the mega entity associated with the expense.
Record_url	String	False	The URL link to the expense record.

EmailTemplate

Manages email templates for communication, supporting customization and entity-specific messaging.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the email template record.
Whencreated	Datetime	False	The date and time when the email template was created.
Whenmodified	Datetime	False	The date and time when the email template was last modified.
Createdby	Int64	False	The ID of the user who created the email template.
Modifiedby	Int64	False	The ID of the user who last modified the email template.
Status	String	False	The current status of the email template.
EmailTemplatename	String	False	The name of the email template.
Description	String	False	A description of the email template.
Fromname	String	False	The name of the sender for the email template.
Fromaddress	String	False	The email address of the sender for the email template.
Toaddress	String	False	The recipient's email address for the email template.
Ccaddress	String	False	The CC (carbon copy) email address for the email template.
Bccaddress	String	False	The BCC (blind carbon copy) email address for the email template.
Subject	String	False	The subject of the email template.
Body	String	False	The body content of the email template.
Include_logo	Boolean	False	Indicates whether the company logo is included in the email template.
Vertical_logo_position	String	False	The vertical position of the logo in the email template.
Horizontal_logo_position	String	False	The horizontal position of the logo in the email template.
Include_attachments	Boolean	False	Indicates whether attachments are included in the email template.
Record_url	String	False	The URL link to the email template record.

Employee

Tracks employee records, including contact details, positions, and associated operational data.

Table Specific Information

In the Employee table, INSERT and UPDATE operations have additional considerations:

INSERT-the Personalinfo_contactname column is a required input. This column is mapped to the Contactname column of Contact table, which links these two tables.

DELETE-specify the Recordno column in the WHERE statement to delete the record.

Examples

INSERT

 INSERT INTO Employee (Employeeid, Title, Personalinfo_contactname) VALUES ('Test', 'Test', 'Valid_record_from_Contactname_in_Contact_table')

DELETE

DELETE FROM Employee WHERE Recordno = 3

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	The unique identifier for the employee record.
Employeeid [KEY]	String	False	The ID of the employee.
Title	String	False	The job title of the employee.
Locationid	String	False	The ID of the location associated with the employee.
Locationkey	Int64	False	The key of the location associated with the employee.
Departmentid	String	False	The ID of the department associated with the employee.
Departmentkey	Int64	False	The key of the department associated with the employee.
Parentkey	Int64	False	The key of the parent entity associated with the employee.
Supervisorid	String	False	The ID of the supervisor for the employee.
Supervisorname	String	False	The name of the supervisor for the employee.
Birthdate	Datetime	False	The birth date of the employee.
Startdate	Datetime	False	The start date of the employee.
Enddate	Datetime	False	The end date of the employee, if applicable.
Status	String	False	The current status of the employee (for example, Active, Inactive).
Employeetype	String	False	The type of employee (for example, full-time, part-time).
Employeetype1099type	String	False	The 1099 type of the employee, if applicable.
Emptypekey	Int64	False	The key of the employee type associated with the employee.
Gender	String	False	The gender of the employee.
Terminationtype	String	False	The type of termination, if applicable.
Personalinfo_contactname	String	False	The contact name for the employee's personal information.
Personalinfo_prefix	String	False	The prefix (for example, Mr., Ms.) in the employee's personal information.
Personalinfo_firstname	String	False	The first name in the employee's personal information.
Personalinfo_initial	String	False	The middle initial in the employee's personal information.
Personalinfo_lastname	String	False	The last name in the employee's personal information.
Personalinfo_companyname	String	False	The company name in the employee's personal information.
Personalinfo_printas	String	False	The format for printing the employee's personal information.
Personalinfo_phone1	String	False	The primary phone number in the employee's personal information.
Personalinfo_phone2	String	False	The secondary phone number in the employee's personal information.
Personalinfo_cellphone	String	False	The cellphone number in the employee's personal information.
Personalinfo_pager	String	False	The pager number in the employee's personal information.
Personalinfo_fax	String	False	The fax number in the employee's personal information.
Personalinfo_email1	String	False	The primary email address in the employee's personal information.
Personalinfo_email2	String	False	The secondary email address in the employee's personal information.
Personalinfo_url1	String	False	The primary URL in the employee's personal information.
Personalinfo_url2	String	False	The secondary URL in the employee's personal information.
Personalinfo_mailaddress_address1	String	False	The first address line in the employee's mailing address.
Personalinfo_mailaddress_address2	String	False	The second address line in the employee's mailing address.
Personalinfo_mailaddress_city	String	False	The city in the employee's mailing address.
Personalinfo_mailaddress_state	String	False	The state in the employee's mailing address.
Personalinfo_mailaddress_zip	String	False	The ZIP code in the employee's mailing address.
Personalinfo_mailaddress_country	String	False	The country in the employee's mailing address.
Personalinfo_mailaddress_countrycode	String	False	The country code in the employee's mailing address.
Entity	String	False	The entity associated with the employee.
Supdocfoldername	String	False	The supporting document folder name for the employee.
Currency	String	False	The currency used for transactions involving the employee.
Name1099	String	False	The name used for 1099 reporting for the employee.
Form1099type	String	False	The type of 1099 form associated with the employee.
Form1099box	String	False	The box on the 1099 form associated with the employee.
Earningtypekey	Int64	False	The key for the earning type associated with the employee.
Earningtypename	String	False	The name of the earning type associated with the employee.
Earningtypemethod	String	False	The method of the earning type associated with the employee.
Postactualcost	Boolean	False	Indicates whether to post the actual cost for the employee.
Whencreated	Datetime	False	The date and time when the employee record was created.
Whenmodified	Datetime	False	The date and time when the employee record was last modified.
Createdby	Int64	False	The ID of the user who created the employee record.
Modifiedby	Int64	False	The ID of the user who last modified the employee record.
Classid	String	False	The class ID associated with the employee.
Classname	String	False	The class name associated with the employee.
Classkey	Int64	False	The class key associated with the employee.
Paymethodkey	Int64	False	The key of the payment method associated with the employee.
Achenabled	Boolean	False	Indicates whether ACH payments are enabled for the employee.
Achbankroutingnumber	String	False	The ACH bank routing number for the employee.
Achaccounttype	String	False	The ACH account type for the employee.
Achremittancetype	String	False	The ACH remittance type for the employee.
Paymentnotify	Boolean	False	Indicates whether payment notifications are enabled for the employee.
Generic	Boolean	False	Indicates whether the employee record is generic.
Mergepaymentreq	Boolean	False	Indicates whether merge payment requests are enabled for the employee.
Contactkey	Int64	False	The key of the contact associated with the employee.
Megaentitykey	Int64	False	The key of the mega entity associated with the employee.
Megaentityid	String	False	The ID of the mega entity associated with the employee.
Megaentityname	String	False	The name of the mega entity associated with the employee.
Record_url	String	False	The URL link to the employee record.

EmployeeEntityContacts

Manages contact records linked to employee entities, supporting communication and reporting.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the employee entity contact record.
Categoryname	String	False	The category name associated with the employee entity contact.
Contact_name	String	False	The name of the contact associated with the employee entity.
Employee_employeeid	String	False	The ID of the employee associated with the contact.
Whencreated	Datetime	False	The date and time when the employee entity contact record was created.
Whenmodified	Datetime	False	The date and time when the employee entity contact record was last modified.
Createdby	Int64	False	The ID of the user who created the employee entity contact record.
Modifiedby	Int64	False	The ID of the user who last modified the employee entity contact record.
Record_url	String	False	The URL link to the employee entity contact record.

EmployeeGroup

Retrieves report data for employee groups.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the employee group record.
Id	String	False	The ID of the employee group.
Name	String	False	The name of the employee group.
Description	String	False	A description of the employee group.
Grouptype	String	False	The type of employee group.
Whencreated	Datetime	False	The date and time when the employee group record was created.
Whenmodified	Datetime	False	The date and time when the employee group record was last modified.
Createdby	Int64	False	The ID of the user who created the employee group record.
Modifiedby	Int64	False	The ID of the user who last modified the employee group record.
Megaentitykey	Int64	False	The key of the mega entity associated with the employee group.
Megaentityid	String	False	The ID of the mega entity associated with the employee group.
Megaentityname	String	False	The name of the mega entity associated with the employee group.
Record_url	String	False	The URL link to the employee group record.

EmployeeOutOfOffice

Tracks employees who are out of office, including statuses and associated dates.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the out-of-office record.
Employeekey	Int64	False	The internal key for the employee associated with the out-of-office record.
Employeeid	String	False	The ID of the employee who is out of office.
Employeecontactname	String	False	The contact name for the employee who is out of office.
Whencreated	Datetime	False	The date and time when the out-of-office record was created.
Whenmodified	Datetime	False	The date and time when the out-of-office record was last modified.
Createdby	Int64	False	The ID of the user who created the out-of-office record.
Modifiedby	Int64	False	The ID of the user who last modified the out-of-office record.
Record_url	String	False	The URL link to the out-of-office record.

EmployeePositionSkill

Manages employee position skills, linking roles to required qualifications and competencies.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the employee position skill record.
Positionskillkey	Int64	False	The internal key for the position skill associated with the employee.
Positionskillname	String	False	The name of the position skill associated with the employee.
Employeekey	Int64	False	The internal key for the employee associated with the position skill.
Employeeid	String	False	The ID of the employee associated with the position skill.
Whencreated	Datetime	False	The date and time when the employee position skill record was created.
Whenmodified	Datetime	False	The date and time when the employee position skill record was last modified.
Createdby	Int64	False	The ID of the user who created the employee position skill record.
Modifiedby	Int64	False	The ID of the user who last modified the employee position skill record.
Record_url	String	False	The URL link to the employee position skill record.

EmployeeRate

Tracks employee rate records, detailing pay rates and associated financial data.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the employee rate record.
Employeekey	Int64	False	The internal key for the employee associated with the rate.
Employeeid	String	False	The ID of the employee associated with the rate.
Employeename	String	False	The name of the employee associated with the rate.
Billingrate	Double	False	The billing rate for the employee.
Salaryrate	Double	False	The salary rate for the employee.
Ratestartdate	Datetime	False	The start date for the employee's rate.
Rateenddate	Datetime	False	The end date for the employee's rate.
Whencreated	Datetime	False	The date and time when the employee rate record was created.
Whenmodified	Datetime	False	The date and time when the employee rate record was last modified.
Createdby	Int64	False	The ID of the user who created the employee rate record.
Modifiedby	Int64	False	The ID of the user who last modified the employee rate record.
Record_url	String	False	The URL link to the employee rate record.

EmployeeType

Defines employee types for categorization and operational grouping.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	The name of the employee type.
Parent_name	String	False	The name of the parent employee type, if applicable.
Status	String	False	The current status of the employee type.
Recordno	Int64	False	The unique identifier for the employee type record.
Form1099type	String	False	The Form 1099 type associated with the employee type.
Form1099box	String	False	The Form 1099 box associated with the employee type.
Whencreated	Datetime	False	The date and time when the employee type record was created.
Whenmodified	Datetime	False	The date and time when the employee type record was last modified.
Createdby	Int64	False	The ID of the user who created the employee type record.
Modifiedby	Int64	False	The ID of the user who last modified the employee type record.
Megaentitykey	Int64	False	The key of the mega entity associated with the employee type.
Megaentityid	String	False	The ID of the mega entity associated with the employee type.
Megaentityname	String	False	The name of the mega entity associated with the employee type.
Record_url	String	False	The URL link to the employee type record.

ExchangeRate

Stores exchange rate records, including currency conversions and effective dates.

Columns


Name	Type	ReadOnly	Description
Typename [KEY]	String	False	Name of the exchange rate type or category.
Recordno	String	False	Unique identifier for the exchange rate record.
Type_id	Int64	False	Internal identifier for the exchange rate type.
From_currency	String	False	Currency code for the source currency in the exchange rate.
To_currency	String	False	Currency code for the target currency in the exchange rate.
Whencreated	Datetime	False	Timestamp when the exchange rate record was created.
Whenmodified	Datetime	False	Timestamp when the exchange rate record was last modified.
Createdby	Int64	False	Identifier of the user who created the exchange rate record.
Modifiedby	Int64	False	Identifier of the user who last modified the exchange rate record.
Record_url	String	False	URL link to the exchange rate record in the system.

ExpenseAdjustments

Manages expense adjustment records, detailing changes, statuses, and related financial data.

Columns


Name	Type	ReadOnly	Description
Recordid [KEY]	String	False	Unique identifier for the expense adjustment record.
Contact_lastname	String	False	Last name of the contact associated with the expense adjustment.
Contact_firstname	String	False	First name of the contact associated with the expense adjustment.
Recordno	String	False	Internal record number for the expense adjustment.
Whencreated	Datetime	False	Timestamp when the expense adjustment was created.
Whenposted	Datetime	False	Timestamp when the expense adjustment was posted.
Totalentered	Double	False	Total amount entered for the expense adjustment.
State	String	False	Current state or status of the expense adjustment.
Totalpaid	Double	False	Total amount paid for the expense adjustment.
Totalselected	Double	False	Total amount selected for processing in the expense adjustment.
Totaldue	Double	False	Total amount due for the expense adjustment.
Recordtype	String	False	Type of record associated with the expense adjustment.
Systemgenerated	String	False	Indicates whether the record was system-generated.
Prbatch	String	False	Batch identifier associated with the expense adjustment.
Prbatchkey	Int64	False	Key referencing the batch associated with the expense adjustment.
Empentity	String	False	Entity associated with the employee for the expense adjustment.
Description	String	False	Description of the expense adjustment.
Whenpaid	Datetime	False	Timestamp when the payment for the adjustment was made.
Whenmodified	Datetime	False	Timestamp when the expense adjustment was last modified.
Currency	String	False	Currency used for the expense adjustment.
Basecurr	String	False	Base currency used for the expense adjustment.
Entity	String	False	Entity associated with the expense adjustment.
Userkey	String	False	Key referencing the user associated with the expense adjustment.
Employeeid	String	False	Identifier for the employee associated with the expense adjustment.
Docnumber	String	False	Document number associated with the expense adjustment.
Nr_totalentered	Double	False	Non-reconciled total amount entered for the expense adjustment.
Nr_trx_totalentered	Double	False	Non-reconciled transaction total amount entered in the original currency.
Auwhencreated	Datetime	False	Audit timestamp when the expense adjustment was created.
Createdby	Int64	False	Identifier of the user who created the expense adjustment.
Modifiedby	Int64	False	Identifier of the user who last modified the expense adjustment.
Megaentitykey	Int64	False	Key referencing the mega-entity associated with the adjustment.
Megaentityid	String	False	Identifier of the mega-entity associated with the adjustment.
Record_url	String	False	URL link to the expense adjustment record in the system.

ExpensePaymentType

Tracks expense payment types, detailing configurations, statuses, and financial offsets.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the expense payment type record.
Name [KEY]	String	False	Name of the expense payment type.
Description	String	False	Description of the expense payment type.
Nonreimbursable	Boolean	False	Indicates whether the payment type is non-reimbursable.
Offsetacctkey	Int64	False	Key referencing the offset account associated with the payment type.
Offsetacctno	String	False	Account number of the offset account associated with the payment type.
Status	String	False	Current status of the expense payment type (e.g., active, inactive).
Whencreated	Datetime	False	Timestamp when the expense payment type was created.
Whenmodified	Datetime	False	Timestamp when the expense payment type was last modified.
Createdby	Int64	False	Identifier of the user who created the expense payment type.
Modifiedby	Int64	False	Identifier of the user who last modified the expense payment type.
Megaentitykey	Int64	False	Key referencing the mega-entity associated with the expense payment type.
Megaentityid	String	False	Identifier of the mega-entity associated with the expense payment type.
Megaentityname	String	False	Name of the mega-entity associated with the expense payment type.
Record_url	String	False	URL link to the expense payment type record in the system.

GAAPAdjJrnl

Contains detailed information for GAAP (Generally Accepted Accounting Principles) adjustment journals, including journal titles, statuses, and timestamps, to support compliance and reporting.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the GAAP adjustment journal record.
Symbol	String	False	Symbol representing the GAAP adjustment journal.
Title [KEY]	String	False	Title or name of the GAAP adjustment journal.
Status	String	False	Current status of the GAAP adjustment journal (e.g., active, closed).
Whencreated	Datetime	False	Timestamp when the GAAP adjustment journal was created.
Whenmodified	Datetime	False	Timestamp when the GAAP adjustment journal was last modified.
Createdby	Int64	False	Identifier of the user who created the GAAP adjustment journal.
Modifiedby	Int64	False	Identifier of the user who last modified the GAAP adjustment journal.
Record_url	String	False	URL link to the GAAP adjustment journal record in the system.

Geninvoicepreview

Defines the schema used for generating and previewing invoices, facilitating pre-approval workflows and invoice accuracy checks.

Table Specific Information

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into the Geninvoicepreview table:

INSERT INTO Geninvoicepreview (Docparid, Invoicedate, Glpostdate, Asofdate, Includecontracts) VALUES ('Contract transaction', '09/01/2024', '09/01/2024', '09/01/2024', 'True');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the invoice record.
Name	String	False	Name associated with the invoice.
Filterkey	Long	False	Key used to filter the invoice data.
Filtername	String	False	Filter set for the invoice preview.
Policykey	Long	False	Key associated with the invoice policy.
Policyname	String	False	Name of the invoice policy.
Asofdate	Date	False	Effective date for the invoice preview.
Billschstartdate	Date	False	Start date for the billing schedule.
Invoicedate	Date	False	Invoice creation and GL post date.
Glpostdate	Date	False	General ledger posting date for the invoice.
Type	String	False	Type of invoice or transaction.
Docparid	String	False	Transaction definition associated with the invoice.
Invoicemsg	String	False	Custom message included on the invoice.
Invoiceby	String	False	Criteria or entity by which the invoice is generated.
Customerkey	Long	False	Unique key identifying the customer.
Customerid	String	False	Identifier for the customer associated with the invoice.
Contractkey	Long	False	Unique key identifying the contract related to the invoice.
Contractgroupkey	Long	False	Key for the contract group associated with the invoice.
Contractgroupid	String	False	Identifier for the contract or contract group.
Contractid	String	False	Identifier for the contract associated with the invoice.
Projectkey	Long	False	Unique key identifying the project associated with the invoice.
Projectid	String	False	Identifier for the project associated with the invoice.
Pricelistkey	Long	False	Key for the price list used in project billing.
Pricelistid	String	False	Identifier for the price list used in project billing.
Currency	String	False	Currency used for the contract or invoice.
Customertypekey	Long	False	Key identifying the customer type.
Customertypeid	String	False	Identifier for the customer type.
Projecttypekey	Long	False	Key identifying the project type.
Projecttypeid	String	False	Identifier for the project type.
Projectmanagerkey	Long	False	Key identifying the project manager.
Projectmanagerid	String	False	Identifier for the project manager.
Employeeid	String	False	Identifier for the employee associated with the invoice.
Itemid	String	False	Identifier for the item associated with the invoice.
Itemgroupid	String	False	Identifier for the item group associated with the invoice.
Deptfilterkey	Long	False	Key identifying the department filter applied to the invoice.
Departmentid	String	False	Identifier for the department associated with the invoice.
Locfilterkey	Long	False	Key identifying the location filter applied to the invoice.
Locationid	String	False	Identifier for the location associated with the invoice.
Classid	String	False	Identifier for the class associated with the invoice.
Classgroupid	String	False	Identifier for the class group associated with the invoice.
Customergroupid	String	False	Identifier for the customer group associated with the invoice.
Projectgroupid	String	False	Identifier for the project group associated with the invoice.
Departmentgroupid	String	False	Identifier for the department group associated with the invoice.
Employeegroupid	String	False	Identifier for the employee group associated with the invoice.
Locationgroupid	String	False	Identifier for the location group associated with the invoice.
Includecontracts	Bool	False	Indicates whether contracts are included in the invoice.
Includecontractusage	Bool	False	Indicates whether contract usage is included in the invoice.
Includetimesheets	Bool	False	Indicates whether timesheets are included in the invoice.
Includeexpenses	Bool	False	Indicates whether expenses are included in the invoice.
Includeapbills	Bool	False	Indicates whether Accounts Payable bills are included in the invoice.
Includepodocuments	Bool	False	Indicates whether purchasing transactions are included in the invoice.
Approvalstatus	String	False	Approval status of the invoice.
Blankpricesonly	Bool	False	Indicates if only items with blank prices should be displayed.
Geninvoicerunkey	Long	False	Key identifying the invoice run.
Melocationkey	Long	False	Key identifying the mega location.
Whencreated	Datetime	True	Timestamp when this record was created.
Whenmodified	Datetime	True	Timestamp when this record was last modified.
Createdby	Long	True	User who created this record.
Modifiedby	Long	True	User who last modified this record.
Contracttypekey	Long	False	Key identifying the contract type.
Contracttypeid	String	False	Identifier for the contract type.
Scheduled	Bool	True	Indicates if the invoice generation is scheduled.
Megaentitykey	Long	True	Key identifying the mega entity.
Megaentityid	String	True	Identifier for the mega entity.
Megaentityname	String	True	Name of the mega entity.
Record_url	String	True	Deep link URL for viewing this record.

GLAccount

Stores detailed metadata for General Ledger (GL) accounts, including account types, attributes, and configuration, to support financial tracking.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the GL account record.
Accountno [KEY]	String	False	Account number for the GL account.
Title	String	False	Title or name of the GL account.
Accounttype	String	False	Type of the GL account (e.g., asset, liability, equity).
Normalbalance	String	False	Normal balance type (debit or credit) for the account.
Closingtype	String	False	Specifies how the account is closed during the accounting period.
Closingaccountno	String	False	Account number used for closing entries.
Closingaccounttitle	String	False	Title of the closing account associated with this account.
Status	String	False	Current status of the GL account (e.g., active, inactive).
Requiredept	Boolean	False	Indicates if a department is required for transactions involving this account.
Requireloc	Boolean	False	Indicates if a location is required for transactions involving this account.
Taxable	Boolean	False	Indicates if transactions involving this account are taxable.
Categorykey	String	False	Key representing the category associated with this account.
Category	String	False	Category of the GL account.
Taxcode	String	False	Tax code associated with the GL account.
Mrccode	String	False	MRC code associated with the account, if applicable.
Closetoacctkey	Int64	False	Key for the account to which this account is closed.
Alternativeaccount	String	False	Alternative account number for reporting purposes.
Whencreated	Datetime	False	Timestamp when the account was created.
Whenmodified	Datetime	False	Timestamp when the account was last modified.
Createdby	Int64	False	Identifier of the user who created the account.
Modifiedby	Int64	False	Identifier of the user who last modified the account.
Megaentitykey	Int64	False	Key for the mega entity associated with this account.
Megaentityid	String	False	Identifier for the mega entity associated with this account.
Megaentityname	String	False	Name of the mega entity associated with this account.
Requireproject	Boolean	False	Indicates if a project is required for transactions involving this account.
Requirecustomer	Boolean	False	Indicates if a customer is required for transactions involving this account.
Requirevendor	Boolean	False	Indicates if a vendor is required for transactions involving this account.
Requireemployee	Boolean	False	Indicates if an employee is required for transactions involving this account.
Requireitem	Boolean	False	Indicates if an item is required for transactions involving this account.
Requireclass	Boolean	False	Indicates if a class is required for transactions involving this account.
Record_url	String	False	URL link to view the record of this GL account in the system.

GLAcctGrp

Manages data for GL account groups, including group filters and configurations, to streamline categorization and reporting.

Table Specific Information

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into GLAcctGrp table:

INSERT INTO GLAcctGrp (Name, Normal_balance, Title, Totaltitle, Membertype, Itemaggregate) VALUES ('Testing Record 45', 'debit', 'A record', 'A record total', 'Accounts', '<acctrange_itemlist><acctrange><parentkey>1206</parentkey><rangefrom>1000</rangefrom><rangeto>1099</rangeto></acctrange></acctrange_itemlist>');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the GL account group record.
Name [KEY]	String	False	Name of the GL account group.
Normal_balance	String	False	Indicates the normal balance type (debit or credit) for the GL account group.
Asof	String	False	Specifies the 'as of' date or period for the GL account group.
Includechildamt	Boolean	False	Indicates whether child amounts are included in the GL account group.
Title	String	False	Title or description of the GL account group.
Totaltitle	String	False	Title for the total amount of the GL account group.
Dbcr	String	False	Specifies debit or credit balances for the GL account group.
Filterdept	String	False	Department filter applied to the GL account group.
Filterloc	String	False	Location filter applied to the GL account group.
Membertype	String	False	Type of members included in the GL account group.
Deptno	String	False	Department number associated with the GL account group.
Locno	String	False	Location number associated with the GL account group.
Iskpi	Boolean	False	Indicates whether the GL account group is part of a Key Performance Indicator (KPI).
Filtervendor	String	False	Vendor filter applied to the GL account group.
Filtercustomer	String	False	Customer filter applied to the GL account group.
Filterproject	String	False	Project filter applied to the GL account group.
Filteremployee	String	False	Employee filter applied to the GL account group.
Filteritem	String	False	Item filter applied to the GL account group.
Filterclass	String	False	Class filter applied to the GL account group.
Whencreated	Datetime	False	Timestamp of when the GL account group was created.
Whenmodified	Datetime	False	Timestamp of when the GL account group was last modified.
Createdby	Int64	False	User who created the GL account group.
Modifiedby	Int64	False	User who last modified the GL account group.
Megaentitykey	Int64	False	Key for the mega entity associated with the GL account group.
Megaentityid	String	False	ID of the mega entity associated with the GL account group.
Megaentityname	String	False	Name of the mega entity associated with the GL account group.
Projectdimkey	Int64	False	Key for the project dimension associated with the GL account group.
Projectid	String	False	Project identifier associated with the GL account group.
Projectname	String	False	Name of the project associated with the GL account group.
Customerdimkey	Int64	False	Key for the customer dimension associated with the GL account group.
Customerid	String	False	Customer identifier associated with the GL account group.
Customername	String	False	Name of the customer associated with the GL account group.
Vendordimkey	Int64	False	Key for the vendor dimension associated with the GL account group.
Vendorid	String	False	Vendor identifier associated with the GL account group.
Vendorname	String	False	Name of the vendor associated with the GL account group.
Employeedimkey	Int64	False	Key for the employee dimension associated with the GL account group.
Employeeid	String	False	Employee identifier associated with the GL account group.
Employeename	String	False	Name of the employee associated with the GL account group.
Itemdimkey	Int64	False	Key for the item dimension associated with the GL account group.
Itemid	String	False	Item identifier associated with the GL account group.
Itemname	String	False	Name of the item associated with the GL account group.
Classdimkey	Int64	False	Key for the class dimension associated with the GL account group.
Classid	String	False	Class identifier associated with the GL account group.
Classname	String	False	Name of the class associated with the GL account group.
Record_url	String	False	URL for accessing the GL account group record.

GLAcctGrpMember

Contains data on the individual members of GL account groups, including their relationships within the group hierarchy.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the GL account group member.
Parentkey	Int64	False	Unique key identifying the parent GL account group.
Childname	String	False	Name of the child GL account group or member.
Childkey	Int64	False	Unique key identifying the child GL account group or member.
Sortord	Int64	False	Sort order of the child member within the parent group.
Whencreated	Datetime	False	Timestamp of when the GL account group member was created.
Whenmodified	Datetime	False	Timestamp of when the GL account group member was last modified.
Createdby	Int64	False	Unique identifier of the user who created the GL account group member.
Modifiedby	Int64	False	Unique identifier of the user who last modified the GL account group member.
Record_url	String	False	URL for accessing the GL account group member record.

GLBatch

Tracks General Ledger (GL) batches with associated metadata, enabling batch processing and auditing.

Table Specific Information

Sage Intacct allows the user to update the GLBatch table and the associated GLEntry child table (read-only) by adding new GLEntry items to the associated GLBatch object. The driver does this by using the ItemAggregate field. The following is an example of an UPDATE statement:

UPDATE GLBatch SET [Batch_Title] = 'new title', 
    ItemAggregate='    <GLENTRY>
	<ACCOUNTNO>6530/ACCOUNTNO>
	<DESCRIPTION>modifyme/DESCRIPTION>
	<LOCATIONKEY>4/LOCATIONKEY>
	<LOCATION>100/LOCATION>
	<LOCATIONNAME>corporate/LOCATIONNAME>
	<TRX_AMOUNT>20/TRX_AMOUNT> <TR_TYPE>-1/TR_TYPE>
	<GLDIMTYPE>location/GLDIMTYPE> <GLDIMSERVICE>service/GLDIMSERVICE>
	/GLENTRY>
	<GLENTRY>
	<ACCOUNTNO>6530/ACCOUNTNO> <DESCRIPTION>modified/DESCRIPTION>
	<LOCATIONKEY>4/LOCATIONKEY> <LOCATION>100/LOCATION> <LOCATIONNAME>corporate/LOCATIONNAME>
	<MODIFIEDBY>NULL/MODIFIEDBY><PROJECTID>null/PROJECTID><TRX_AMOUNT>20/TRX_AMOUNT>
	<TR_TYPE>1/TR_TYPE> <GLDIMTYPE>location/GLDIMTYPE> <GLDIMSERVICE>service
	/GLDIMSERVICE>
	/GLENTRY>' 
	where Recrdno='xxx'

Insert

The following example is supported when UseLegacy=True and illustrates how to insert data into the GLBatch table.

INSERT INTO GLBatch (Journalid, Datecreated, Description, Itemaggregate) VALUES ('APJ', '08/24/2024', 'Test Description', '<glentry><trtype>debit</trtype><amount>1450.80</amount><glaccountno>6530</glaccountno><locationid>10</locationid></glentry> <glentry><trtype>credit</trtype><amount>1450.80</amount><glaccountno>0321</glaccountno><locationid>10</locationid></glentry>');

The following example is supported when UseLegacy=False and illustrates how to insert data into the GLBatch table.

INSERT INTO GLBatch (Journal, Batch_date, Batch_title, Itemaggregate) VALUES ('APJ', '08/27/2024', 'Accounts Payable Journal', '<glentry><ACCOUNTNO>6530</ACCOUNTNO><LOCATION>10</LOCATION><CURRENCY>USD</CURRENCY><TR_TYPE>-1</TR_TYPE><AMOUNT>1450.80</AMOUNT><EXCH_RATE_TYPE_ID>Intacct Daily Rate</EXCH_RATE_TYPE_ID><DESCRIPTION>Accrued salaries</DESCRIPTION></glentry><glentry><ACCOUNTNO>0321</ACCOUNTNO><LOCATION>10</LOCATION><CURRENCY>USD</CURRENCY><TR_TYPE>1</TR_TYPE><AMOUNT>1450.80</AMOUNT><EXCH_RATE_TYPE_ID>Intacct Daily Rate</EXCH_RATE_TYPE_ID><DESCRIPTION>Salary expense</DESCRIPTION></glentry>');

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the GLBatch object.
Batchno	Int64	False	Batch number associated with the GLBatch object.
Batch_title	String	False	Title or description of the batch.
Balance	Double	False	Balance of the GL batch.
Journal	String	False	Journal type associated with the batch.
Batch_date	Datetime	False	Date of the batch.
Module	String	False	Module associated with the batch.
Userkey	Int64	False	Key identifying the user associated with the batch.
Referenceno	String	False	Reference number for the batch.
Reversed	Datetime	False	Date the batch was reversed.
Reversedkey	Int64	False	Key for the reversed batch.
Reversedfrom	String	False	Original batch from which this batch was reversed.
Templatekey	Int64	False	Template key associated with the batch.
Prbatchkey	Int64	False	Preceding batch key.
Modified	Datetime	False	Last modified date of the batch.
Modifiedbyid	String	False	ID of the user who last modified the batch.
Schopkey	Int64	False	Key for scheduled operations associated with the batch.
Baselocation	String	False	Base location related to the batch.
Baselocation_no	String	False	Base location number.
Userinfo_loginid	String	False	Login ID of the user who created the batch.
Whencreated	Datetime	False	Timestamp when the batch was created.
Whenmodified	Datetime	False	Timestamp when the batch was last modified.
Createdby	Int64	False	User key of the creator of the batch.
Modifiedby	Int64	False	User key of the last modifier of the batch.
State	String	False	Current state of the batch.
Megaentitykey	Int64	False	Key of the associated mega entity.
Megaentityid	String	False	ID of the associated mega entity.
Megaentityname	String	False	Name of the associated mega entity.
Record_url	String	False	URL for accessing the batch record.
ItemAggregate	String	False	Associated GL entry items for the batch.

Glbudgetheader

Summarizes metadata and high-level information for General Ledger (GL) budget headers, supporting financial planning.

Table Specific Information

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into GLBudgetHeader table:

 INSERT INTO Glbudgetheader (Budgetid, Description, Itemaggregate) VALUES ('MyBudgetId3', 'My description', '<GLBUDGETITEM><acct_no>1000</acct_no><periodname>Year 2023</periodname><amount>500000</amount></GLBUDGETITEM>');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique record number for the budget entry.
Budgetid [KEY]	String	False	Identifier for the budget, used as a unique key.
Description	String	False	Descriptive name or details for the budget.
Systemgenerated	String	False	Indicates whether the budget was generated by the system (true or false).
Default_budget	Bool	False	Indicates if this budget is the default budget (true or false).
User	String	False	The user who last modified the budget.
Status	String	False	Current status of the budget, either active or inactive.
Whencreated	Datetime	True	Timestamp indicating when the budget was created.
Whenmodified	Datetime	True	Timestamp indicating when the budget was last modified.
Createdby	Long	True	Identifier of the user who created the budget.
Modifiedby	Long	True	Identifier of the user who last modified the budget.
Isconsolidated	Bool	False	Indicates if the budget is consolidated to a single currency (true or false).
Currency	String	False	Currency used for the consolidated budget.
Ispabudget	Bool	False	Indicates if the budget is associated with a project estimate (true or false).
Ispcnbudget	Bool	False	Indicates if the budget is associated with a project contract (true or false).
Megaentitykey	Long	True	Internal key for the entity where the budget was created.
Megaentityid	String	True	Identifier of the entity where the budget was created.
Megaentityname	String	True	Name of the entity where the budget was created.
Budget_custom	String	False	Custom field for additional budget metadata.
Field_after	String	False	Additional field for sorting or referencing.
Record_url	String	True	A user-independent, deep-link URL for accessing the budget record.

Glbudgetitem

Holds detailed line item data for General Ledger (GL) budgets, facilitating granular budget analysis and tracking.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	False	Unique record identifier for the GLBudgetItem table.
Budgetkey	Long	False	Identifier for the budget header associated with this record.
Budgetid	String	False	Unique ID of the budget associated with this record.
Currency	String	False	Currency code for transactions related to this budget item.
Systemgenerated	String	False	Indicates if the record was generated by the system automatically.
Periodkey	Long	False	Key referencing the accounting period for this record.
Accountkey	Long	False	Key referencing the account associated with this budget item.
Deptkey	Long	False	Key referencing the department associated with this budget item.
Locationkey	Long	False	Key referencing the location associated with this budget item.
Amount	Decimal	False	Monetary amount specified for this budget item.
Basedon	String	False	Criteria or formula used to base the budget calculations.
Growby	Decimal	False	Percentage or value by which the budget is projected to grow.
Perperiod	String	False	Indicates the allocation of the budget on a per-period basis.
Note	String	False	Additional information or comments about the budget item.
Acct_no	String	False	Account number associated with this budget item.
Account_type	String	False	Type of account linked to this budget item, such as revenue or expense.
Accttitle	String	False	Title or description of the account related to the budget item.
Normalbalance	Long	False	The normal balance type for the account (for example, debit or credit).
Statistical	String	False	Specifies if the budget item is statistical rather than monetary.
Dept_no	String	False	Number identifying the department for this budget item.
Deptitle	String	False	Title or name of the department associated with this budget item.
Location_no	String	False	Number identifying the location associated with this budget item.
Locationtitle	String	False	Title or name of the location associated with this budget item.
Periodname	String	False	Name or identifier for the accounting period.
Reportingperiodname	String	False	Name of the reporting period associated with the budget item.
Pstartdate	Date	False	Start date of the period associated with the budget item.
Penddate	Date	False	End date of the period associated with the budget item.
Megaentitykey	Long	True	Key referencing the entity where the record was created.
Megaentityid	String	True	Unique ID of the entity where the record was created.
Megaentityname	String	True	Name of the entity where the record was created.
Projectdimkey	Long	False	Key referencing the project dimension for this budget item.
Projectid	String	False	Unique identifier for the project associated with this budget item.
Projectname	String	False	Name or title of the project associated with this budget item.
Customerdimkey	Long	False	Key referencing the customer dimension for this budget item.
Customerid	String	False	Unique identifier for the customer associated with this budget item.
Customername	String	False	Name or title of the customer associated with this budget item.
Vendordimkey	Long	False	Key referencing the vendor dimension for this budget item.
Vendorid	String	False	Unique identifier for the vendor associated with this budget item.
Vendorname	String	False	Name or title of the vendor associated with this budget item.
Employeedimkey	Long	False	Key referencing the employee dimension for this budget item.
Employeeid	String	False	Unique identifier for the employee associated with this budget item.
Employeename	String	False	Name or title of the employee associated with this budget item.
Itemdimkey	Long	False	Key referencing the item dimension for this budget item.
Itemid	String	False	Unique identifier for the item associated with this budget item.
Itemname	String	False	Name or title of the item associated with this budget item.
Classdimkey	Long	False	Key referencing the class dimension for this budget item.
Classid	String	False	Unique identifier for the class associated with this budget item.
Classname	String	False	Name or title of the class associated with this budget item.
Warehousedimkey	Long	False	Key referencing the warehouse dimension for this budget item.
Warehouseid	String	False	Unique identifier for the warehouse associated with this budget item.
Warehousename	String	False	Name or title of the warehouse associated with this budget item.
Contractdimkey	Long	False	Key referencing the contract dimension for this budget item.
Contractid	String	False	Unique identifier for the contract associated with this budget item.
Contractname	String	False	Name or title of the contract associated with this budget item.
Record_url	String	True	A portable, user-independent, deep-link URL for viewing this record in the system.
Gldimtestegi1	String	False	Additional dimension or test field related to the GL item.
Gldimtest	String	False	Additional dimension or test field related to the GL item.

GLCoaCatMember

Captures relationships between accounts and their categories within the Chart of Accounts, supporting classification and reporting.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the GL chart of account category membership entry.
Parentkey	Int64	False	Identifier of the parent object associated with this entry.
Sortord	Int64	False	Order number determining the sorting sequence for the category member.
Categoryname	String	False	Name of the category associated with this membership.
Whencreated	Datetime	False	Date and time when this entry was created.
Whenmodified	Datetime	False	Date and time when this entry was last modified.
Createdby	Int64	False	Identifier of the user who created this entry.
Modifiedby	Int64	False	Identifier of the user who last modified this entry.
Record_url	String	False	URL link to access the record associated with this entry.

GLCompGrpMember

Manages data related to comparison group memberships in the General Ledger, enabling multi-dimensional analysis.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the GL comparison group membership entry.
Parentkey	Int64	False	Identifier of the parent object associated with this comparison group member.
Lhsacctno	String	False	Account number on the left-hand side of the comparison.
Lhsacctgrpname	String	False	Account group name on the left-hand side of the comparison.
Lhsconst	String	False	Constant value associated with the left-hand side of the comparison.
Operator	String	False	Comparison operator used in the group (e.g., '=', '!=', etc.).
Rhsacctno	String	False	Account number on the right-hand side of the comparison.
Rhsacctgrpname	String	False	Account group name on the right-hand side of the comparison.
Rhsconst	String	False	Constant value associated with the right-hand side of the comparison.
Precision	String	False	Precision level for numeric comparisons in this group.
Displayas	String	False	Format or label for displaying this comparison group.
Uom	String	False	Unit of measure for values in this comparison.
Lhsasof	String	False	As-of date for the left-hand side of the comparison.
Rhsasof	String	False	As-of date for the right-hand side of the comparison.
Uomalignment	String	False	Alignment of units of measure in the comparison.
Whencreated	Datetime	False	Date and time when this entry was created.
Whenmodified	Datetime	False	Date and time when this entry was last modified.
Createdby	Int64	False	Identifier of the user who created this entry.
Modifiedby	Int64	False	Identifier of the user who last modified this entry.
Record_url	String	False	URL link to access the record associated with this entry.

ICRow

Captures row-level data for the Inventory Control (IC) module, including inventory movement and adjustments.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the ICRow entry.
Rowkey [KEY]	String	False	Unique key representing the row in the IC module.
Rowdesc	String	False	Description or name of the row in the IC module.
Whencreated	Datetime	False	Timestamp indicating when the row entry was created.
Whenmodified	Datetime	False	Timestamp indicating when the row entry was last modified.
Createdby	Int64	False	Identifier for the user who created the row entry.
Modifiedby	Int64	False	Identifier for the user who last modified the row entry.
Record_url	String	False	URL link to access the record associated with this row entry.

InvDocument

Holds information about invoicing documents, including header-level data for tracking and processing.

Table Specific Information

Insert

Insert is only supported when UseLegacy=True. The following example illustrates how to insert into InvDocument table:

INSERT INTO InvDocument (Docparid, Whencreated, Documentno, Itemaggregate) VALUES ('Adjustment Decrease Value', '07/05/2024', '23234', '<ictransitem><itemid>908</itemid><warehouseid>WH1</warehouseid><quantity>2.00</quantity><unit>Each</unit></ictransitem>');

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the inventory document.
Docno	String	False	Document number associated with the inventory record.
Docid	String	False	Unique ID for the inventory document.
Createdfrom	String	False	Source from which this document was created.
State	String	False	Current state or status of the document.
Closed	Boolean	False	Indicates whether the document is closed or active.
Whencreated	Datetime	False	Timestamp when the document was created.
Whenmodified	Datetime	False	Timestamp when the document was last modified.
Whendue	Datetime	False	Due date for the inventory document.
Status	String	False	Current status of the inventory document.
Ponumber	String	False	Purchase order number linked to the inventory document.
Vendordocno	String	False	Vendor document number associated with the inventory record.
Docparid	String	False	Identifier of the parent document for the inventory record.
Docparkey	String	False	Key of the parent document associated with the inventory record.
Docparclass	String	False	Classification of the parent document.
Term_name	String	False	Name of the payment terms for the document.
Note	String	False	Additional notes or comments for the document.
Warehouse_locationid	String	False	Warehouse location identifier associated with the document.
Shipvia	String	False	Shipping method or carrier for the document.
User	String	False	User associated with the inventory document.
Createduser	String	False	User who created the document.
Userid	String	False	Unique identifier for the user associated with the document.
Createduserid	String	False	Unique identifier for the user who created the document.
Contact_contactname	String	False	Name of the contact associated with the document.
Contact_prefix	String	False	Prefix for the contact's name.
Contact_firstname	String	False	First name of the contact.
Contact_initial	String	False	Middle initial of the contact.
Contact_lastname	String	False	Last name of the contact.
Contact_companyname	String	False	Company name associated with the contact.
Contact_printas	String	False	Formatted name of the contact for printing.
Contact_phone1	String	False	Primary phone number of the contact.
Contact_phone2	String	False	Secondary phone number of the contact.
Contact_cellphone	String	False	Cell phone number of the contact.
Contact_pager	String	False	Pager number of the contact, if applicable.
Contact_fax	String	False	Fax number of the contact.
Contact_email1	String	False	Primary email address of the contact.
Contact_email2	String	False	Secondary email address of the contact.
Contact_url1	String	False	Primary website or URL linked to the contact.
Contact_url2	String	False	Secondary website or URL linked to the contact.
Contact_visible	Boolean	False	Indicates whether the contact is visible in the system.
Contact_mailaddress_address1	String	False	First line of the contact's mailing address.
Contact_mailaddress_address2	String	False	Second line of the contact's mailing address, if applicable.
Contact_mailaddress_city	String	False	City in the contact's mailing address.
Contact_mailaddress_state	String	False	State or region in the contact's mailing address.
Contact_mailaddress_zip	String	False	Postal code for the contact's mailing address.
Contact_mailaddress_country	String	False	Country in the contact's mailing address.
Contact_mailaddress_countrycode	String	False	Country code in the contact's mailing address.
Shiptokey	String	False	Unique key identifying the shipping address for the document.
Shipto_contactname	String	False	Name of the contact at the shipping address.
Shipto_prefix	String	False	Prefix for the contact at the shipping address.
Shipto_firstname	String	False	First name of the contact at the shipping address.
Shipto_initial	String	False	Middle initial of the contact at the shipping address.
Shipto_lastname	String	False	Last name of the contact at the shipping address.
Shipto_companyname	String	False	Company name associated with the shipping address.
Shipto_printas	String	False	Formatted name of the shipping contact for printing.
Shipto_phone1	String	False	Primary phone number of the contact at the shipping address.
Shipto_phone2	String	False	Secondary phone number of the contact at the shipping address.
Shipto_cellphone	String	False	Cell phone number of the contact at the shipping address.
Shipto_pager	String	False	Pager number of the contact at the shipping address.
Shipto_fax	String	False	Fax number of the contact at the shipping address.
Shipto_email1	String	False	Primary email address of the contact at the shipping address.
Shipto_email2	String	False	Secondary email address of the contact at the shipping address.
Shipto_url1	String	False	Primary website or URL associated with the shipping address.
Shipto_url2	String	False	Secondary website or URL associated with the shipping address.
Shipto_visible	Boolean	False	Indicates if the shipping address is visible in the system.
Shipto_mailaddress_address1	String	False	First line of the shipping address.
Shipto_mailaddress_address2	String	False	Second line of the shipping address, if applicable.
Shipto_mailaddress_city	String	False	City of the shipping address.
Shipto_mailaddress_state	String	False	State or region of the shipping address.
Shipto_mailaddress_zip	String	False	Postal code of the shipping address.
Shipto_mailaddress_country	String	False	Country of the shipping address.
Shipto_mailaddress_countrycode	String	False	Country code of the shipping address.
Billtokey	String	False	Unique key identifying the billing address for the document.
Billto_contactname	String	False	Name of the contact at the billing address.
Billto_prefix	String	False	Prefix for the contact at the billing address.
Billto_firstname	String	False	First name of the contact at the billing address.
Billto_initial	String	False	Middle initial of the contact at the billing address.
Billto_lastname	String	False	Last name of the contact at the billing address.
Billto_companyname	String	False	Company name associated with the billing address.
Billto_printas	String	False	Formatted name of the billing contact for printing.
Billto_phone1	String	False	Primary phone number of the contact at the billing address.
Billto_phone2	String	False	Secondary phone number of the contact at the billing address.
Billto_cellphone	String	False	Cell phone number of the contact at the billing address.
Billto_pager	String	False	Pager number of the contact at the billing address.
Billto_fax	String	False	Fax number of the contact at the billing address.
Billto_email1	String	False	Primary email address of the contact at the billing address.
Billto_email2	String	False	Secondary email address of the contact at the billing address.
Billto_url1	String	False	Primary website or URL associated with the billing address.
Billto_url2	String	False	Secondary website or URL associated with the billing address.
Billto_visible	Boolean	False	Indicates if the billing address is visible in the system.
Billto_mailaddress_address1	String	False	First line of the billing address.
Billto_mailaddress_address2	String	False	Second line of the billing address, if applicable.
Billto_mailaddress_city	String	False	City of the billing address.
Billto_mailaddress_state	String	False	State or region of the billing address.
Billto_mailaddress_zip	String	False	Postal code of the billing address.
Billto_mailaddress_country	String	False	Country of the billing address.
Billto_mailaddress_countrycode	String	False	Country code of the billing address.
Message	String	False	Message or additional information related to the document.
Prrecordkey	String	False	Key of the prior record associated with the inventory document.
Invbatchkey	String	False	Key for the batch associated with the inventory document.
Prinvbatchkey	String	False	Key for the prior inventory batch associated with the document.
Printed	String	False	Indicates whether the document has been printed.
Backorder	String	False	Indicates whether the document contains any backordered items.
Subtotal	Double	False	Subtotal amount for the document before tax and additional charges.
Total	Double	False	Total amount of the inventory document including taxes and charges.
Entglgroup	Int64	False	General ledger group associated with the inventory document.
Currency	String	False	Currency used in the document.
Exchratedate	Datetime	False	Date the exchange rate was applied to the document.
Exchratetypes_name	String	False	Name of the exchange rate type used for the document.
Exchrate	Double	False	Exchange rate applied to the document.
Schopkey	String	False	Unique identifier for the shop associated with the document.
Salescontract	String	False	Sales contract associated with the document.
Usedascontract	String	False	Indicates if the document is used as a contract.
Trx_subtotal	Double	False	Subtotal of the transaction amount before taxes and charges.
Trx_total	Double	False	Total transaction amount including taxes and charges.
Exch_rate_type_id	String	False	ID for the exchange rate type used in the document.
Reneweddoc	String	False	Indicates whether the document is a renewed version of a previous document.
Basecurr	String	False	Base currency used for calculating amounts in the document.
Systemgenerated	String	False	Indicates whether the document was system-generated.
Invoicerunkey	Int64	False	Unique key identifying the invoice run associated with the document.
Docpar_in_out	String	False	Indicates whether the document is incoming or outgoing.
Megaentitykey	Int64	False	Key identifying the mega entity associated with the document.
Megaentityid	String	False	ID for the mega entity associated with the document.
Megaentityname	String	False	Name of the mega entity associated with the document.
Record_url	String	False	URL for accessing the record associated with the document.

InvDocumentParams

Defines parameters and configuration settings for invoicing documents, supporting custom workflows and templates.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for this invoice document parameter record.
Docid	String	False	Unique identifier for the invoice document containing these parameters.
Description	String	False	Description of the invoice document parameter record.
Docclass	String	False	Class of the document associated with the invoice document parameter record.
Category	String	False	Category of the document for invoice document parameter record.
Userperm	Boolean	False	Indicates if user permissions are set for the invoice document parameter record.
Edittype	String	False	Type of edit allowed for the invoice document parameter record.
Deltype	String	False	Type of deletion allowed for the invoice document parameter record.
Enable_seqnum	Boolean	False	Indicates if sequence number generation is enabled.
Sequence	String	False	Sequence number for the invoice document parameter record.
Preserve_seqnum	Boolean	False	Indicates if the sequence number should be preserved.
Inherit_source_docno	Boolean	False	Indicates if the source document number should be inherited.
Updates_inv	String	False	Indicates if the inventory is updated with this document.
In_out	String	False	Specifies whether the document is incoming or outgoing.
Convtype	String	False	Conversion type applied to the invoice document parameter record.
Updates_cost	Boolean	False	Indicates if cost updates are allowed in the invoice document parameter record.
Pricelistid	String	False	Identifier for the price list associated with the invoice document parameter record.
Special_pricelistid	String	False	Special price list identifier, if any, for the invoice document parameter record.
Show_totals	Boolean	False	Indicates if totals should be displayed in the document.
Locoverride	Boolean	False	Indicates if location override is enabled for this record.
Deptoverride	Boolean	False	Indicates if department override is enabled for this record.
Xsltemplate	String	False	XSL template associated with the invoice document parameter record.
Fixed_mesg	String	False	Fixed message associated with the invoice document parameter record.
Warnonlowqty	Boolean	False	Indicates if a warning should be issued for low quantity.
Warehouseselmethod	String	False	Method used to select warehouse for the invoice document parameter record.
Default_warehouse	String	False	Default warehouse for the invoice document parameter record.
Status	String	False	Status of the invoice document parameter record.
Sale_pur_trans	String	False	Indicates whether the transaction is for sale or purchase.
Cust_vend	String	False	Indicates whether the transaction involves a customer or vendor.
Whencreated	Datetime	False	Timestamp for when the invoice document parameter record was created.
Whenmodified	Datetime	False	Timestamp for when the invoice document parameter record was last modified.
Createdby	Int64	False	Identifier of the user who created the invoice document parameter record.
Modifiedby	Int64	False	Identifier of the user who last modified the invoice document parameter record.
Createtype	String	False	Type of creation process for the invoice document parameter record.
Megaentitykey	Int64	False	Key identifying the mega entity associated with the invoice document parameter record.
Megaentityid	String	False	ID of the mega entity associated with the invoice document parameter record.
Megaentityname	String	False	Name of the mega entity associated with the invoice document parameter record.
Record_url	String	False	URL linking to the invoice document parameter record.

InvPriceList

Stores pricing details for items in a price list, including effective dates and conditions for price application.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	The unique identifier for the invoice price list record.
Name [KEY]	String	False	The name of the price list in the invoice price list record.
Datefrom	Datetime	False	The start date of the price list validity period.
Dateto	Datetime	False	The end date of the price list validity period.
Salepurchase	String	False	Indicates whether the price list is for sales or purchases.
Status	String	False	The status of the price list (e.g., active, inactive).
Megaentitykey	Int64	False	The unique identifier for the mega entity associated with the price list.
Megaentityid	String	False	The ID of the mega entity associated with the price list.
Megaentityname	String	False	The name of the mega entity associated with the price list.
Record_url	String	False	The URL linking to the invoice price list record.

Item

Maintains comprehensive details about items, including descriptions, pricing, and tax data, for inventory and sales processes.

To retrieve multi-warehouse items, set the following:

UseLegacy: Set this to true to utilize the legacy API.
ReadByName: Set this to true to include the ReadByName clause in the XML request. The warehouseinfo field will not populate without ReadByName being set to True.

Setting ReadByName to true exposes the Warehouseinfo field, which can be used to query for the warehouse details for each item.

SELECT Warehouseinfo FROM Item WHERE Itemid IN (SELECT Itemid FROM Item)

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	The unique identifier for the Item record.
Itemid [KEY]	String	False	The unique item identifier for the Item record.
Status	String	False	The status of the Item record (for example, active, inactive).
Name	String	False	The name of the item.
Extended_description	String	False	An extended description of the item.
Podescription	String	False	The description of the item for purchase orders.
Sodescription	String	False	The description of the item for sales orders.
Productlineid	String	False	The product line identifier associated with the item.
Cycle	String	False	The cycle associated with the item (for example, monthly, annual).
Producttype	String	False	The type of product for this item (for example, physical, digital).
Substituteid	String	False	The identifier of a substitute item for this item.
Ship_weight	Double	False	The shipping weight of the item.
Whenlastsold	Datetime	False	The date and time when the item was last sold.
Whenlastreceived	Datetime	False	The date and time when the item was last received.
Incomeacctkey	String	False	The income account key associated with the item.
Expenseacctkey	String	False	The expense account key associated with the item.
Invacctkey	String	False	The inventory account key associated with the item.
Cogsacctkey	String	False	The cost of goods sold account key associated with the item.
Offsetoeglaccountkey	String	False	The offset to the OEGL account key for this item.
Offsetpoglaccountkey	String	False	The offset to the POGL account key for this item.
Deferredrevacctkey	String	False	The deferred revenue account key for this item.
Defaultrevrectemplkey	String	False	The default revenue recognition template key for the item.
Allow_backorder	String	False	Indicates whether backorders are allowed for the item.
Taxable	String	False	Indicates whether the item is taxable.
Taxgroup_name	String	False	The name of the tax group to which the item belongs.
Taxcode	String	False	The tax code associated with the item.
Cost_method	String	False	The method used to calculate the cost of the item (for example, FIFO, LIFO, Standard).
Standard_cost	String	False	The standard cost of the item.
Average_cost	String	False	The average cost of the item.
Uomgrp	String	False	The unit of measure group for the item.
Uom_invuomdetail_unit	String	False	The unit of measure used in inventory for the item.
Uom_pouomdetail_unit	String	False	The unit of measure used in purchase orders for the item.
Uom_pouomdetail_convfactor	Double	False	The conversion factor for the unit of measure in purchase orders.
Uom_souomdetail_unit	String	False	The unit of measure used in sales orders for the item.
Uom_souomdetail_convfactor	Double	False	The conversion factor for the unit of measure in sales orders.
Default_warehouse	String	False	The default warehouse associated with the item.
Warehouseinfo	String	False	Information about the warehouse where the item is stored, only available when ReadByName is set to True.
Glgroup	String	False	The general ledger group associated with the item.
Note	String	False	Additional notes related to the item.
Inv_precision	String	False	The precision used for inventory transactions related to the item.
Po_precision	String	False	The precision used for purchase orders related to the item.
So_precision	String	False	The precision used for sales orders related to the item.
Itemtype	String	False	The type of the item (for example, goods, service).
Enable_serialno	String	False	Indicates whether the item supports serial numbers.
Serial_maskkey	String	False	The mask key for serial numbers of the item.
Enable_lot_category	String	False	Indicates whether the item is associated with lot categories.
Lot_categorykey	String	False	The key for the lot category associated with the item.
Enable_bins	String	False	Indicates whether bins are enabled for the item in inventory.
Enable_expiration	String	False	Indicates whether expiration dates are enabled for the item.
Upc	String	False	The universal product code (UPC) for the item.
Revposting	String	False	Indicates whether the item is subject to revenue posting.
Revprinting	String	False	Indicates whether the item is subject to revenue printing.
Vsoecategory	String	False	The sales order entry category associated with the item.
Vsoedlvrstatus	String	False	The delivery status of the sales order for the item.
Vsoerevdefstatus	String	False	The revenue definition status for the item in the sales order.
Hasstartenddates	Boolean	False	Indicates whether the item has start and end dates for its life cycle.
Termperiod	String	False	The period term for the item.
Totalperiods	Int64	False	The total number of periods for the item.
Computeforshortterm	Boolean	False	Indicates whether the item is computed for short-term calculations.
Renewalmacroid	String	False	The renewal macro ID associated with the item.
Renewalmacrokey	Int64	False	The renewal macro key associated with the item.
Itemglgroup_incomeaccount_acctno	String	False	The income account number for the item in the general ledger.
Itemglgroup_expenseaccount_acctno	String	False	The expense account number for the item in the general ledger.
Itemglgroup_inventoryaccount_acctno	String	False	The inventory account number for the item in the general ledger.
Itemglgroup_cogsaccount_acctno	String	False	The cost of goods sold (COGS) account number for the item in the general ledger.
Itemglgroup_defrrglaccount_acctno	String	False	The deferred revenue recognition general ledger account number for the item.
Itemglgroup_oeglaccount_acctno	String	False	The other expense general ledger account number for the item.
Itemglgroup_poglaccount_acctno	String	False	The purchase order general ledger account number for the item.
Whencreated	Datetime	False	The creation date and time of the item.
Whenmodified	Datetime	False	The last modified date and time of the item.
Createdby	Int64	False	The ID of the user who created the item.
Modifiedby	Int64	False	The ID of the user who last modified the item.
Ionorder	Double	False	The quantity of the item in order.
Ionhand	Double	False	The quantity of the item on hand.
Ionhold	Double	False	The quantity of the item on hold.
Glgrpkey	Int64	False	The general ledger group key associated with the item.
Uomgrpkey	Int64	False	The unit of measure group key associated with the item.
Taxgroupkey	Int64	False	The tax group key associated with the item.
Megaentitykey	Int64	False	The mega entity key associated with the item.
Megaentityid	String	False	The mega entity ID associated with the item.
Megaentityname	String	False	The name of the mega entity associated with the item.
Record_url	String	False	The URL for the item record.

ItemTaxGroup

Stores tax group information for items, including applicable tax codes, rates, and classifications.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	The unique name that identifies the item tax group.
Recordno	Int64	False	A unique identifier for the ItemTaxGroup record.
Grouptype	String	False	The type of group (e.g., sales tax, service tax) associated with the item tax group.
Whencreated	Datetime	False	The timestamp when the item tax group was created.
Whenmodified	Datetime	False	The timestamp when the item tax group was last modified.
Createdby	Int64	False	The identifier of the user who created the item tax group.
Modifiedby	Int64	False	The identifier of the user who last modified the item tax group.
Megaentitykey	Int64	False	The key for the mega entity associated with the item tax group.
Megaentityid	String	False	The unique identifier of the mega entity associated with the item tax group.
Megaentityname	String	False	The name of the mega entity associated with the item tax group.
Record_url	String	False	The URL for accessing the item tax group record.

ItemWarehouseInfo

Tracks warehouse-specific details for items, such as stock levels and locations, to enable inventory management.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	The unique identifier for the Item Warehouse record.
Itemid [KEY]	String	False	The unique identifier for the item in the warehouse.
Warehouseid	String	False	The identifier for the warehouse where the item is stored.
DefaultSubsection	String	False	The default subsection within the warehouse for the item.
Cycle	String	False	The cycle associated with the item in the warehouse.
StandardCost	String	False	The standard cost of the item in the warehouse.
LastCost	String	False	The last cost of the item recorded in the warehouse.
AverageCost	String	False	The average cost of the item in the warehouse.
ReorderMethod	String	False	The method for reordering the item in the warehouse.
EconomicOrderQty	Int64	False	The economic order quantity for the item in the warehouse.
ReorderPoint	Int64	False	The reorder point for the item in the warehouse.
ReorderQty	Int64	False	The reorder quantity for the item in the warehouse.
MinOrderQty	Int64	False	The minimum order quantity for the item in the warehouse.
MaxOrderQty	Int64	False	The maximum order quantity for the item in the warehouse.
MaxStock	Int64	False	The maximum stock quantity of the item in the warehouse.
MinStock	Int64	False	The minimum stock quantity of the item in the warehouse.
DateLastsold	Datetime	False	The last date the item was sold from the warehouse.
DateLastreceived	Datetime	False	The last date the item was received in the warehouse.
DefaultAisle	String	False	The default aisle in the warehouse where the item is located.
DefaultRow	String	False	The default row in the warehouse where the item is located.
DefaultBin	String	False	The default bin in the warehouse where the item is located.
Wonorder	Decimal	False	The amount of the item currently on order in the warehouse.
Wintransit	Decimal	False	The amount of the item currently in transit to the warehouse.
Wonhand	Decimal	False	The amount of the item currently on hand in the warehouse.
Wonhold	Decimal	False	The amount of the item currently on hold in the warehouse.
Wreserved	Decimal	False	The amount of the item currently reserved in the warehouse.
Wallocated	Decimal	False	The amount of the item currently allocated in the warehouse.
WhseCurrency	String	False	The currency used for the item in the warehouse.
SafetyStock	Int64	False	The safety stock level of the item in the warehouse.
ReplenishmentMethod	String	False	The method used for replenishing the item in the warehouse.
EnableReplenishment	Bool	False	Indicates whether replenishment is enabled for the item in the warehouse.
RecordUrl	String	False	The URL for accessing the item warehouse record.

Journal

Stores comprehensive journal data, including transactional records, journal entries, and accounting details for financial analysis and reporting.

Columns


Name	Type	ReadOnly	Description
RecordNUM	Int64	False	The unique identifier for the journal record.
Symbol	String	False	The symbol associated with the journal entry.
Title [KEY]	String	False	The title of the journal entry.
Status	String	False	The status of the journal entry (e.g., draft, published).
Whencreated	Datetime	False	The date and time when the journal entry was created.
Whenmodified	Datetime	False	The date and time when the journal entry was last modified.
Createdby	Int64	False	The ID of the user who created the journal entry.
Modifiedby	Int64	False	The ID of the user who last modified the journal entry.
Record_url	String	False	The URL where the journal record can be accessed.

Location

Holds location-specific data, including addresses, contact information, and configuration settings, to support multi-location operations.

Columns


Name	Type	ReadOnly	Description
Locationid [KEY]	String	False	The unique identifier for the location.
Recordno	Int64	False	The record number associated with the location.
Name	String	False	The name of the location.
Parentid	String	False	The identifier of the parent location, if applicable.
Supervisorname	String	False	The name of the supervisor for the location.
Supervisorid	String	False	The identifier of the supervisor for the location.
Contactinfo_contactname	String	False	The contact name for the location.
Contactinfo_printas	String	False	The name to be printed for the location contact.
Contactinfo_phone1	String	False	The primary phone number for the location.
Contactinfo_phone2	String	False	The secondary phone number for the location.
Contactinfo_email1	String	False	The primary email address for the location.
Contactinfo_email2	String	False	The secondary email address for the location.
Contactinfo_fax	String	False	The fax number for the location.
Contactinfo_mailaddress_address1	String	False	The first line of the mailing address for the location.
Contactinfo_mailaddress_address2	String	False	The second line of the mailing address for the location.
Contactinfo_mailaddress_city	String	False	The city of the location's mailing address.
Contactinfo_mailaddress_state	String	False	The state of the location's mailing address.
Contactinfo_mailaddress_zip	String	False	The zip code of the location's mailing address.
Contactinfo_mailaddress_country	String	False	The country of the location's mailing address.
Contactinfo_mailaddress_countrycode	String	False	The country code of the location's mailing address.
Startdate	Datetime	False	The start date for the location's operations.
Enddate	Datetime	False	The end date for the location's operations.
Shipto_contactname	String	False	The contact name for shipping purposes at the location.
Shipto_phone1	String	False	The primary phone number for shipping purposes at the location.
Shipto_phone2	String	False	The secondary phone number for shipping purposes at the location.
Shipto_mailaddress_address1	String	False	The first line of the shipping address for the location.
Shipto_mailaddress_address2	String	False	The second line of the shipping address for the location.
Shipto_mailaddress_city	String	False	The city of the shipping address for the location.
Shipto_mailaddress_state	String	False	The state of the shipping address for the location.
Shipto_mailaddress_zip	String	False	The zip code of the shipping address for the location.
Shipto_mailaddress_country	String	False	The country of the shipping address for the location.
Shipto_mailaddress_countrycode	String	False	The country code of the shipping address for the location.
Status	String	False	The current status of the location.
Whencreated	Datetime	False	The date and time when the location record was created.
Whenmodified	Datetime	False	The date and time when the location record was last modified.
Federalid	String	False	The federal identification number for the location.
Firstmonth	String	False	The first month of operation for the location.
Weekstart	String	False	The starting day of the week for the location's schedule.
Iepayable_account	String	False	The accounts payable account for the location.
Iepayable_number	String	False	The accounts payable number for the location.
Iereceivable_account	String	False	The accounts receivable account for the location.
Iereceivable_number	String	False	The accounts receivable number for the location.
Message_text	String	False	The message text associated with the location.
Marketing_text	String	False	The marketing text associated with the location.
Footnotetext	String	False	The footer text associated with the location.
Reportprintas	String	False	The format in which the location report is printed.
Isroot	String	False	Indicates if the location is a root location in the hierarchy.
Reserveamt	String	False	The reserve amount for the location.
Vendorname	String	False	The name of the vendor associated with the location.
Vendorid	String	False	The identifier of the vendor associated with the location.
Customerid	String	False	The identifier of the customer associated with the location.
Customername	String	False	The name of the customer associated with the location.
Currency	String	False	The currency used at the location.
Has_ie_relation	Boolean	False	Indicates whether the location has an internal/external relation.
Custtitle	String	False	The customer title associated with the location.
Businessdays	String	False	The business days for the location.
Weekends	String	False	The weekends observed at the location.
Firstmonthtax	String	False	The tax for the first month of operation at the location.
Contactkey	Int64	False	The key for the contact associated with the location.
Supervisorkey	Int64	False	The key for the supervisor associated with the location.
Parentkey	Int64	False	The key for the parent location, if applicable.
Shiptokey	Int64	False	The key for the shipping address associated with the location.
Vendentity	String	False	The vendor entity associated with the location.
Custentity	String	False	The customer entity associated with the location.
Taxid	String	False	The tax ID for the location.
Createdby	Int64	False	The user who created the location record.
Modifiedby	Int64	False	The user who last modified the location record.
Record_url	String	False	The URL to access the location record.

Misc_Supporting_Document

Retrieves miscellaneous supporting documents referencing customers and vendors, useful for supplementary record-keeping and audits.

Columns


Name	Type	ReadOnly	Description
Rcustomer [KEY]	String	False	The identifier of the customer associated with the supporting document.
Rvendor	String	False	The identifier of the vendor associated with the supporting document.
Record_url	String	False	The URL for accessing the record of the supporting document.

OutOfOffice

Tracks employee out-of-office records, noting absence dates, durations, and related approvals for workforce management.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	The unique identifier for the out-of-office record.
Empoutofofficekey	Int64	False	The key representing the employee's out-of-office entry.
Description	String	False	A description of the out-of-office entry.
Startdate	Datetime	False	The start date and time for the out-of-office period.
Enddate	Datetime	False	The end date and time for the out-of-office period.
Hoursperday	Double	False	The number of hours per day allocated for the out-of-office period.
Whencreated	Datetime	False	The date and time when the out-of-office record was created.
Whenmodified	Datetime	False	The date and time when the out-of-office record was last modified.
Createdby	Int64	False	The identifier of the user who created the out-of-office record.
Modifiedby	Int64	False	The identifier of the user who last modified the out-of-office record.
Record_url	String	False	The URL link to view the out-of-office record.

PODocumentParams

Stores parameter settings for PO documents, enabling advanced configuration, custom fields, and specialized workflows.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the PO document parameters.
Docid	String	False	Identifier for the associated document.
Docclass	String	False	Classification of the document.
Category	String	False	Category associated with the document.
Description	String	False	Description of the document parameters.
Userperm	Boolean	False	Indicates if user permissions apply to the document.
Edittype	String	False	Type of edits allowed on the document.
Deltype	String	False	Type of deletions allowed for the document.
Enable_seqnum	Boolean	False	Indicates if sequence numbering is enabled for the document.
Sequence	String	False	Sequence number associated with the document.
Preserve_seqnum	Boolean	False	Indicates if sequence numbers are preserved for the document.
Inherit_source_docno	Boolean	False	Indicates if the source document number is inherited.
Updates_inv	String	False	Details on inventory updates for the document.
In_out	String	False	Specifies the direction of the transaction (in/out).
Updates_gl	String	False	Details on general ledger updates for the document.
Convtype	String	False	Conversion type applied to the document.
Updates_cost	Boolean	False	Indicates if cost updates are applied for the document.
Exchratetypes_name	String	False	Name of the exchange rate type used for the document.
Override_exch_rate_type	Boolean	False	Indicates if the exchange rate type can be overridden.
Display_basecurrency	Boolean	False	Indicates if the base currency is displayed.
Updates_pricelistid	String	False	Details on price list updates for the document.
Term_name	String	False	Name of the terms associated with the document.
Pricelistid	String	False	Identifier for the price list applied to the document.
Special_pricelistid	String	False	Identifier for the special price list applied to the document.
Override_price	Boolean	False	Indicates if the price can be overridden.
Recallonly	Boolean	False	Indicates if the document is recall-only.
Editable_price	Boolean	False	Indicates if the price is editable in the document.
Show_totals	Boolean	False	Indicates if totals are displayed in the document.
Showexpandedtotals	Boolean	False	Indicates if expanded totals are displayed in the document.
Enableoverridetax	Boolean	False	Indicates if tax override is enabled for the document.
Locoverride	Boolean	False	Indicates if location override is enabled for the document.
Deptoverride	Boolean	False	Indicates if department override is enabled for the document.
Xsltemplate	String	False	Template associated with the document in XSL format.
Fixed_mesg	String	False	Fixed message displayed for the document.
Contacttitle1	String	False	Title for the primary contact associated with the document.
Showtitle1	Boolean	False	Indicates if the title for the primary contact is displayed.
Alloweditbillto	Boolean	False	Indicates if the 'bill to' address is editable.
Contacttitle2	String	False	Title for the secondary contact associated with the document.
Showtitle2	Boolean	False	Indicates if the title for the secondary contact is displayed.
Alloweditshipto	Boolean	False	Indicates if the 'ship to' address is editable.
Convert_units	Boolean	False	Indicates if unit conversion is enabled for the document.
Warnonlowqty	Boolean	False	Indicates if warnings on low quantity are enabled.
Creditlimitcheck	Boolean	False	Indicates if credit limit checks are enabled.
Warehouseselmethod	String	False	Method used for warehouse selection in the document.
Default_warehouse	String	False	Default warehouse associated with the document.
Status	String	False	Current status of the document.
Posttogl	Boolean	False	Indicates if the document is posted to the general ledger.
Cust_vend	String	False	Customer or vendor associated with the document.
Sale_pur_trans	String	False	Indicates if the transaction is a sale or purchase.
Force_prices	Boolean	False	Indicates if pricing enforcement is applied to the document.
Whencreated	Datetime	False	Timestamp when the document was created.
Whenmodified	Datetime	False	Timestamp when the document was last modified.
Createdby	Int64	False	User ID of the creator of the document.
Modifiedby	Int64	False	User ID of the person who last modified the document.
Createtype	String	False	Type of creation process applied to the document.
Megaentitykey	Int64	False	Key for the mega entity associated with the document.
Megaentityid	String	False	Identifier for the mega entity associated with the document.
Megaentityname	String	False	Name of the mega entity associated with the document.
Record_url	String	False	URL linking to the record associated with the document.

POPriceList

Maintains price list configurations for POs, including validity periods, discount structures, and status details.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the PO price list entry.
Name [KEY]	String	False	Name of the PO price list.
Datefrom	Datetime	False	Start date for the price list validity period.
Dateto	Datetime	False	End date for the price list validity period.
Salepurchase	String	False	Indicates whether the price list is for sales or purchases.
Status	String	False	Current status of the price list.
Megaentitykey	Int64	False	Key for the mega entity associated with the price list.
Megaentityid	String	False	Identifier for the mega entity associated with the price list.
Megaentityname	String	False	Name of the mega entity associated with the price list.
Record_url	String	False	URL linking to the record associated with the price list entry.

PositionSkill

Maintains records of required or possessed skills for specific positions, including skill statuses and descriptive data.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the position skill entry.
Name [KEY]	String	False	Name of the position skill.
Description	String	False	Description of the position skill.
Status	String	False	Current status of the position skill.
Whencreated	Datetime	False	Timestamp when the position skill entry was created.
Whenmodified	Datetime	False	Timestamp when the position skill entry was last modified.
Createdby	Int64	False	User ID of the creator of the position skill entry.
Modifiedby	Int64	False	User ID of the person who last modified the position skill entry.
Megaentitykey	Int64	False	Key for the mega entity associated with the position skill.
Megaentityid	String	False	Identifier for the mega entity associated with the position skill.
Megaentityname	String	False	Name of the mega entity associated with the position skill.
Record_url	String	False	URL linking to the record associated with the position skill entry.

ProductLine

Organizes product lines with descriptive information, linking child lines, statuses, and related product attributes.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the product line entry.
ProductLineid [KEY]	String	False	Identifier for the product line.
Description	String	False	Description of the product line.
Parentline	String	False	Identifier for the parent line, if applicable.
Status	String	False	Current status of the product line.
Whencreated	Datetime	False	Timestamp when the product line entry was created.
Whenmodified	Datetime	False	Timestamp when the product line entry was last modified.
Createdby	Int64	False	User ID of the creator of the product line entry.
Modifiedby	Int64	False	User ID of the person who last modified the product line entry.
Megaentitykey	Int64	False	Key for the mega entity associated with the product line.
Megaentityid	String	False	Identifier for the mega entity associated with the product line.
Megaentityname	String	False	Name of the mega entity associated with the product line.
Record_url	String	False	URL linking to the record associated with the product line entry.

Project

Manages project records, capturing essential details like budget allocations, operational status, and relevant dimensions.

Table Specific Information

Select

In the Legacy API, SELECT * queries return not only the columns documented below, but additional columns as well.
In the non-Legacy API, you cannot use SELECT * with this table. You should build a query with the columns listed below, for example:
```
SELECT Projectid, Name, Description, Projectstatuskey, Begindate, Enddate FROM Project
```

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the project entry.
Projectid [KEY]	String	False	Identifier for the project.
Name	String	False	Name of the project.
Description	String	False	Description of the project.
Currency	String	False	Currency associated with the project.
Projectcategory	String	False	Category of the project.
Projectstatuskey	Int64	False	Key for the project's status.
Projectstatus	String	False	Current status of the project.
Preventtimesheet	Boolean	False	Indicates if timesheets are prevented for this project.
Preventexpense	Boolean	False	Indicates if expenses are prevented for this project.
Preventappo	Boolean	False	Indicates if purchase orders are prevented for this project.
Preventgeninvoice	Boolean	False	Indicates if general invoices are prevented for this project.
Status	String	False	Overall status of the project.
Begindate	Datetime	False	Start date of the project.
Enddate	Datetime	False	End date of the project.
Budgetamount	Double	False	Total budget amount allocated for the project.
Contractamount	Double	False	Total contracted amount for the project.
Actualamount	Double	False	Total actual amount spent on the project.
Budgetqty	Double	False	Budgeted quantity for the project.
Estqty	Double	False	Estimated quantity for the project.
Actualqty	Double	False	Actual quantity used in the project.
Approvedqty	Double	False	Approved quantity for the project.
Remainingqty	Double	False	Remaining quantity available for the project.
Percentcomplete	Double	False	Percentage of the project completed.
Obspercentcomplete	Double	False	Observed percentage of the project completed.
Billingtype	String	False	Billing type associated with the project.
Sonumber	String	False	Sales order number associated with the project.
Ponumber	String	False	Purchase order number associated with the project.
Poamount	Double	False	Amount associated with the purchase order for the project.
Pqnumber	String	False	Project quotation number associated with the project.
Sfdckey	String	False	Salesforce key associated with the project.
Qarrowkey	String	False	Qarrow key associated with the project.
Oakey	String	False	OA key associated with the project.
Parentkey	Int64	False	Key for the parent project, if applicable.
Parentid	String	False	Identifier for the parent project, if applicable.
Parentname	String	False	Name of the parent project, if applicable.
Invoicewithparent	Boolean	False	Indicates if invoices are generated with the parent project.
Customerkey	Int64	False	Key for the customer associated with the project.
Customerid	String	False	Identifier for the customer associated with the project.
Customername	String	False	Name of the customer associated with the project.
Salescontactkey	Int64	False	Key for the sales contact associated with the project.
Salescontactid	String	False	Identifier for the sales contact associated with the project.
Salescontactname	String	False	Name of the sales contact associated with the project.
Projecttypekey	Int64	False	Key for the type of project.
Projecttype	String	False	Type of project.
Managerkey	Int64	False	Key for the manager associated with the project.
Managerid	String	False	Identifier for the manager associated with the project.
Managercontactname	String	False	Name of the manager associated with the project.
Projectdeptkey	Int64	False	Key for the department associated with the project.
Departmentid	String	False	Identifier for the department associated with the project.
Departmentname	String	False	Name of the department associated with the project.
Projectlocationkey	Int64	False	Key for the location associated with the project.
Locationid	String	False	Identifier for the location associated with the project.
Locationname	String	False	Name of the location associated with the project.
Contactinfo_contactname	String	False	Name of the contact associated with the project.
Shipto_contactname	String	False	Name of the 'ship to' contact for the project.
Billto_contactname	String	False	Name of the 'bill to' contact for the project.
Termskey	Int64	False	Key for the terms associated with the project.
Termname	String	False	Name of the terms associated with the project.
Docnumber	String	False	Document number associated with the project.
Custuserkey	Int64	False	Key for the customer user associated with the project.
Custuserid	String	False	Identifier for the customer user associated with the project.
Whencreated	Datetime	False	Timestamp when the project was created.
Whenmodified	Datetime	False	Timestamp when the project was last modified.
Createdby	Int64	False	User ID of the creator of the project.
Modifiedby	Int64	False	User ID of the person who last modified the project.
Budgetedcost	Double	False	Total budgeted cost for the project.
Classid	String	False	Identifier for the class associated with the project.
Classname	String	False	Name of the class associated with the project.
Classkey	Int64	False	Key for the class associated with the project.
Userrestrictions	String	False	Restrictions applied to users for the project.
Billableexpdefault	Boolean	False	Indicates if billable expenses are enabled by default for the project.
Billableappodefault	Boolean	False	Indicates if billable AP purchase orders are enabled by default for the project.
Budgetid	String	False	Identifier for the budget associated with the project.
Budgetkey	Int64	False	Key for the budget associated with the project.
Billingrate	Double	False	Billing rate applied to the project.
Billingpricing	String	False	Billing pricing strategy for the project.
Expenserate	Double	False	Expense rate applied to the project.
Expensepricing	String	False	Expense pricing strategy for the project.
Poaprate	Double	False	Rate applied for AP purchase orders in the project.
Poappricing	String	False	Pricing strategy for AP purchase orders in the project.
Contactkey	Int64	False	Key for the contact associated with the project.
Shiptokey	Int64	False	Key for the 'ship to' contact associated with the project.
Billtokey	Int64	False	Key for the 'bill to' contact associated with the project.
Invoicemessage	String	False	Message associated with project invoices.
Invoicecurrency	String	False	Currency used for invoices in the project.
Megaentitykey	Int64	False	Key for the mega entity associated with the project.
Megaentityid	String	False	Identifier for the mega entity associated with the project.
Megaentityname	String	False	Name of the mega entity associated with the project.
Record_url	String	False	URL linking to the record associated with the project.

PjEstimate

Stores project estimate records, detailing cost projections, status, type classifications, and related metadata.

Table Specific Information

When updating the PjEstimate table, Sage Intacct must have LocationID or ClientID connection properties set if updating the IsPrimary field. One entity-level project estimate cannot be updated from the top-level. Therefore, when updating the PjEstimate table, you must provide an ID representing the entity to which the project estimates relate. The properties above must be configured to the value of the MegaentityID column, which is found in the PjEstimate table.

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into PjEstimate table:

INSERT INTO PjEstimate (Pjestimateid, Projectid, Itemaggregate) VALUES ('777', '4321', '<PJESTIMATEENTRY> <AMOUNT>1000.00</AMOUNT> <WFTYPE>original</WFTYPE> <MEMO>My memo</MEMO> </PJESTIMATEENTRY>');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the project estimate record.
Pjestimateid	String	False	Identifier for the project estimate.
Description	String	False	Description of the project estimate.
Estimatedate	Date	False	Date of the project estimate.
Isprimary	Bool	False	Indicates if this is the primary estimate for the project.
Status	String	False	Current status of the project estimate (e.g., Active, Inactive, Finalized).
Posted	Bool	False	Indicates if the estimate is posted to GL budgets.
Glbudgetheaderkey	Long	True	Key for the GL budget header associated with the estimate.
Glbudgetid	String	False	Identifier for the GL budget associated with the estimate.
Postto	String	False	Posting period for the project estimate.
Projectkey	Long	True	Key for the associated project.
Projectid	String	False	Identifier for the associated project.
Projectname	String	True	Name of the associated project.
Pjestimatetypekey	Long	True	Key for the type of project estimate.
Pjestimatetypename	String	False	Name of the project estimate type.
Selectedwftypes	String	True	Selected workflow types for the estimate entry.
Currency	String	True	Currency associated with the project estimate.
Projectbegindate	Date	True	Start date of the associated project.
Projectenddate	Date	True	End date of the associated project.
Total	Decimal	True	Total amount of the project estimate.
Locationkey	Long	True	Key for the location associated with the estimate.
Locationid	String	True	Identifier for the location associated with the estimate.
Locationname	String	True	Name of the location associated with the estimate.
Parentprojectkey	Long	True	Key for the parent project, if applicable.
Parentprojectid	String	True	Identifier for the parent project, if applicable.
Parentprojectname	String	True	Name of the parent project, if applicable.
Customerkey	Long	True	Key for the customer associated with the project estimate.
Customerid	String	True	Identifier for the customer associated with the project estimate.
Customername	String	True	Name of the customer associated with the project estimate.
Supdocid	String	False	Identifier for any attachments associated with the project estimate.
Whenmodified	Datetime	True	Timestamp marking the last modification of the project estimate.
Whencreated	Datetime	True	Timestamp marking the creation of the project estimate.
Modifiedby	Long	True	User ID of the individual who last modified the project estimate.
Createdby	Long	True	User ID of the creator of the project estimate.
Megaentitykey	Long	True	Key for the mega entity associated with the project estimate.
Megaentityid	String	True	Identifier for the mega entity associated with the project estimate.
Megaentityname	String	True	Name of the mega entity associated with the project estimate.

ProjectGroup

Defines groupings for projects, consolidating shared attributes, types, and metadata for easier management.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the project group.
Id	String	False	Identifier for the project group.
Name	String	False	Name of the project group.
Description	String	False	Description of the project group.
Grouptype	String	False	Type of the project group (e.g., classification or category).
Whencreated	Datetime	False	Timestamp indicating when the project group was created.
Whenmodified	Datetime	False	Timestamp indicating when the project group was last modified.
Createdby	Int64	False	User ID of the creator of the project group.
Modifiedby	Int64	False	User ID of the person who last modified the project group.
Megaentitykey	Int64	False	Key for the mega entity associated with the project group.
Megaentityid	String	False	Identifier for the mega entity associated with the project group.
Megaentityname	String	False	Name of the mega entity associated with the project group.
Record_url	String	False	URL linking to the record associated with the project group.
Memberfilters	String	False	Filters applied to determine the members of the project group.

ProjectResources

Tracks resource allocations by listing employees, materials, and costs assigned to specific projects.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the project resource record.
Whencreated	Datetime	False	Timestamp indicating when the resource allocation was created.
Whenmodified	Datetime	False	Timestamp indicating when the resource allocation was last modified.
Createdby	Int64	False	User ID of the person who created the resource allocation.
Modifiedby	Int64	False	User ID of the person who last modified the resource allocation.
Projectkey	Int64	False	Unique key identifying the project associated with the resource allocation.
Projectid	String	False	Identifier for the project associated with the resource allocation.
Projectname	String	False	Name of the project associated with the resource allocation.
Employeekey	Int64	False	Unique key identifying the employee assigned to the project.
Employeeid	String	False	Identifier for the employee assigned to the project.
Employeecontactname	String	False	Name of the employee assigned to the project.
Itemkey	Int64	False	Unique key identifying the item allocated to the project.
Itemid	String	False	Identifier for the item allocated to the project.
Itemname	String	False	Name of the item allocated to the project.
Description	String	False	Description of the resource allocation for the project.
Startdate	Datetime	False	Start date of the resource allocation for the project.
Billingpricing	String	False	Billing pricing strategy applied to the resource.
Billingrate	Double	False	Billing rate applied to the resource.
Expensepricing	String	False	Expense pricing strategy applied to the resource.
Expenserate	Double	False	Expense rate applied to the resource.
Poappricing	String	False	Purchase order or accounts payable pricing strategy applied to the resource.
Poaprate	Double	False	Purchase order or accounts payable rate applied to the resource.
Record_url	String	False	URL linking to the record of the resource allocation.

ProjectStatus

Manages status definitions for projects, capturing constraints, creation data, and workflow metadata.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	Unique name of the project status.
Description	String	False	Description of the project status.
Preventtimesheet	Boolean	False	Indicates if timesheets are restricted for this status.
Preventexpense	Boolean	False	Indicates if expense reporting is restricted for this status.
Preventappo	Boolean	False	Indicates if accounts payable operations are restricted for this status.
Preventgeninvoice	Boolean	False	Indicates if invoice generation is restricted for this status.
Status	String	False	The current status (e.g., Active, Inactive) of the project status entry.
Recordno	Int64	False	Unique identifier for the project status record.
Whencreated	Datetime	False	Timestamp indicating when the project status was created.
Whenmodified	Datetime	False	Timestamp indicating when the project status was last modified.
Createdby	Int64	False	User ID of the person who created the project status.
Modifiedby	Int64	False	User ID of the person who last modified the project status.
Megaentitykey	Int64	False	Key for the mega entity associated with the project status.
Megaentityid	String	False	Identifier for the mega entity associated with the project status.
Megaentityname	String	False	Name of the mega entity associated with the project status.
Record_url	String	False	URL linking to the record of the project status.

ProjectTransactionRule

Sets rules governing project transactions, tracking rule definitions, creation history, and modification details.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the project transaction rule record.
Projectkey	Int64	False	Unique key identifying the project associated with the transaction rule.
Projectid	String	False	Identifier for the project associated with the transaction rule.
Rulekey	Int64	False	Unique key identifying the transaction rule.
Rulename	String	False	Name of the transaction rule.
Whencreated	Datetime	False	Timestamp indicating when the transaction rule was created.
Whenmodified	Datetime	False	Timestamp indicating when the transaction rule was last modified.
Createdby	Int64	False	User ID of the person who created the transaction rule.
Modifiedby	Int64	False	User ID of the person who last modified the transaction rule.
Record_url	String	False	URL linking to the record of the transaction rule.

ProjectType

Classifies projects by type, linking them to parent classifications, statuses, and additional metadata.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	Unique name of the project type.
Parent_name	String	False	Name of the parent project type, if applicable.
Status	String	False	Current status (e.g., Active, Inactive) of the project type.
Recordno	Int64	False	Unique identifier for the project type record.
Whencreated	Datetime	False	Timestamp indicating when the project type was created.
Whenmodified	Datetime	False	Timestamp indicating when the project type was last modified.
Createdby	Int64	False	User ID of the person who created the project type.
Modifiedby	Int64	False	User ID of the person who last modified the project type.
Megaentitykey	Int64	False	Key for the mega entity associated with the project type.
Megaentityid	String	False	Identifier for the mega entity associated with the project type.
Megaentityname	String	False	Name of the mega entity associated with the project type.
Record_url	String	False	URL linking to the record of the project type.

Ratetable

Serves as the master reference for rate tables, maintaining data on various rates used in financial transactions.

Table Specific Information

To retrieve information from the Ratetable table, Sage Intacct needs to have the Construction subscription enabled and the EnableSubscriptions connection property set to one or more subscription names.

If the connection property is not set, the table is not visible in the metadata for users.
If the connection property is set, you can run simple SELECT * queries.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the rate table record.
Ratetableid	String	False	The unique identifier for the rate table.
Name	String	False	The name of the rate table.
Description	String	False	Details or additional information about the rate table.
Status	String	False	Indicates whether the rate table is active or inactive.
Whencreated	Datetime	True	Timestamp indicating when the rate table was created.
Whenmodified	Datetime	True	Timestamp indicating the last modification to the rate table.
Createdby	Long	True	Identifier for the user who created the rate table.
Modifiedby	Long	True	Identifier for the user who last modified the rate table.
Megaentitykey	Long	True	Key representing the entity where the rate table was created.
Megaentityid	String	True	Identifier for the entity where the rate table was created.
Megaentityname	String	True	Name of the entity where the rate table was created.
Record_url	String	True	A user-independent, deep-link URL for viewing this rate table record.

Ratetableapentry

Stores AP-specific rate table entries, providing currency exchange data, rates, and related accounts payable fields.

Table Specific Information

To retrieve information from the Ratetablepoentry table, Sage Intacct needs to have the Construction subscription enabled and the EnableSubscriptions connection property set to one or more subscription names.

If the connection property is not set, the table is not visible in the metadata for users.
If the connection property is set, you can run simple SELECT * queries.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the record entry.
Lineno	Long	True	Unique identifier for a specific line item within the entry.
Ratetablekey	Long	True	Reference key for the associated rate table.
Ratetableid	String	False	Identifier for the rate table.
Ratetablename	String	False	Name of the associated rate table.
Description	String	False	Description or notes about the entry.
Whencreated	Datetime	True	Timestamp indicating when the entry was created.
Whenmodified	Datetime	True	Timestamp indicating when the entry was last modified.
Createdby	Long	True	Identifier of the user who created the entry.
Modifiedby	Long	True	Identifier of the user who last modified the entry.
Standardtaskid	String	False	Identifier for the associated standard cost code.
Standardtaskkey	Long	True	Reference key for the associated standard cost code.
Standardtaskname	String	False	Name of the associated standard cost code.
Standardcosttypeid	String	False	Identifier for the associated standard cost type.
Standardcosttypekey	Long	True	Reference key for the associated standard cost type.
Standardcosttypename	String	False	Name of the associated standard cost type.
Accumulationtypekey	Long	True	Reference key for the accumulation type.
Accumulationtypename	String	False	Name of the accumulation type.
Locationkey	Long	True	Reference key for the associated location.
Location	String	False	Details of the associated location.
Locationname	String	False	Name of the associated location.
Departmentkey	Long	True	Reference key for the associated department.
Department	String	False	Details of the associated department.
Departmenttitle	String	False	Title of the associated department.
Startdate	Date	False	Start date of the entry.
Markuppct	Decimal	False	Percentage markup applied to the entry.
Projectdimkey	Long	False	Reference key for the associated project dimension.
Projectid	String	False	Identifier for the associated project or job.
Projectname	String	False	Name of the associated project or job.
Customerdimkey	Long	False	Reference key for the associated customer dimension.
Customerid	String	False	Identifier for the associated customer.
Customername	String	False	Name of the associated customer.
Vendordimkey	Long	False	Reference key for the associated vendor dimension.
Vendorid	String	False	Identifier for the associated vendor.
Vendorname	String	False	Name of the associated vendor.
Employeedimkey	Long	False	Reference key for the associated employee dimension.
Employeeid	String	False	Identifier for the associated employee.
Employeename	String	False	Name of the associated employee.
Itemdimkey	Long	False	Reference key for the associated item dimension.
Itemid	String	False	Identifier for the associated item.
Itemname	String	False	Name of the associated item.
Taskdimkey	Long	False	Reference key for the associated task dimension.
Taskid	String	False	Identifier for the associated cost code.
Taskname	String	False	Name of the associated cost code.
Costtypedimkey	Long	False	Reference key for the associated cost type dimension.
Costtypeid	String	False	Identifier for the associated cost type.
Costtypename	String	False	Name of the associated cost type.
Record_url	String	True	User-independent, deep-link URL for accessing the record.

Ratetableccentry

Houses rate table entries tailored to credit card transactions, including rate details and related purchase data.

Table Specific Information

To retrieve information from the Ratetableccentry table, Sage Intacct needs to have the Construction subscription enabled and the EnableSubscriptions connection property set to one or more subscription names.

If the connection property is not set, the table is not visible in the metadata for users.
If the connection property is set, you can run simple SELECT * queries.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the rate table credit card entry record.
Lineno	Long	True	Identifier for a specific line item within the rate table credit card entry.
Ratetablekey	Long	True	Reference key for the associated rate table.
Ratetableid	String	False	Identifier for the associated rate table.
Ratetablename	String	False	Name of the associated rate table.
Description	String	False	Additional details or notes about the entry.
Whencreated	Datetime	True	Timestamp indicating when the entry was created.
Whenmodified	Datetime	True	Timestamp indicating the last modification of the entry.
Createdby	Long	True	Identifier for the user who created the entry.
Modifiedby	Long	True	Identifier for the user who last modified the entry.
Standardtaskid	String	False	Identifier for the associated standard cost code.
Standardtaskkey	Long	True	Reference key for the associated standard cost code.
Standardtaskname	String	False	Name of the associated standard cost code.
Standardcosttypeid	String	False	Identifier for the associated standard cost type.
Standardcosttypekey	Long	True	Reference key for the associated standard cost type.
Standardcosttypename	String	False	Name of the associated standard cost type.
Accumulationtypekey	Long	True	Reference key for the accumulation type.
Accumulationtypename	String	False	Name of the accumulation type.
Locationkey	Long	True	Reference key for the associated location.
Location	String	False	Details of the associated location.
Locationname	String	False	Name of the associated location.
Departmentkey	Long	True	Reference key for the associated department.
Department	String	False	Details of the associated department.
Departmenttitle	String	False	Title of the associated department.
Startdate	Date	False	Start date for the entry.
Markuppct	Decimal	False	Percentage markup applied to the entry.
Projectdimkey	Long	False	Reference key for the associated project dimension.
Projectid	String	False	Identifier for the associated project or job.
Projectname	String	False	Name of the associated project or job.
Customerdimkey	Long	False	Reference key for the associated customer dimension.
Customerid	String	False	Identifier for the associated customer.
Customername	String	False	Name of the associated customer.
Vendordimkey	Long	False	Reference key for the associated vendor dimension.
Vendorid	String	False	Identifier for the associated vendor.
Vendorname	String	False	Name of the associated vendor.
Employeedimkey	Long	False	Reference key for the associated employee dimension.
Employeeid	String	False	Identifier for the associated employee.
Employeename	String	False	Name of the associated employee.
Itemdimkey	Long	False	Reference key for the associated item dimension.
Itemid	String	False	Identifier for the associated item.
Itemname	String	False	Name of the associated item.
Taskdimkey	Long	False	Reference key for the associated task dimension.
Taskid	String	False	Identifier for the associated cost code.
Taskname	String	False	Name of the associated cost code.
Costtypedimkey	Long	False	Reference key for the associated cost type dimension.
Costtypeid	String	False	Identifier for the associated cost type.
Costtypename	String	False	Name of the associated cost type.
Record_url	String	True	User-independent, deep-link URL for accessing the record.

Ratetableexpenseentry

Defines rate-based expense entries, linking employee expense transactions with currency or rate adjustments.

Table Specific Information

To retrieve information from the Ratetable table, Sage Intacct needs to have the Construction subscription enabled and the EnableSubscriptions connection property set to one or more subscription names.

If the connection property is not set, the table is not visible in the metadata for users.
If the connection property is set, you can run simple SELECT * queries.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the rate table expense entry record.
Lineno	Long	True	Unique identifier for a specific line item in the rate table expense entry.
Ratetablekey	Long	True	Reference key for the associated rate table.
Ratetableid	String	False	Identifier for the associated rate table.
Ratetablename	String	False	Name of the associated rate table.
Description	String	False	Details or notes about the rate table expense entry.
Whencreated	Datetime	True	Timestamp indicating when the entry was created.
Whenmodified	Datetime	True	Timestamp indicating the last modification to the entry.
Createdby	Long	True	Identifier of the user who created the entry.
Modifiedby	Long	True	Identifier of the user who last modified the entry.
Standardtaskid	String	False	Identifier for the standard cost code linked to this entry.
Standardtaskkey	Long	True	Reference key for the standard cost code linked to this entry.
Standardtaskname	String	False	Name of the standard cost code linked to this entry.
Standardcosttypeid	String	False	Identifier for the standard cost type associated with this entry.
Standardcosttypekey	Long	True	Reference key for the standard cost type associated with this entry.
Standardcosttypename	String	False	Name of the standard cost type associated with this entry.
Accumulationtypekey	Long	True	Reference key for the accumulation type linked to this entry.
Accumulationtypename	String	False	Name of the accumulation type linked to this entry.
Locationkey	Long	True	Reference key for the location linked to this entry.
Location	String	False	Details of the location linked to this entry.
Locationname	String	False	Name of the location linked to this entry.
Departmentkey	Long	True	Reference key for the department linked to this entry.
Department	String	False	Details of the department linked to this entry.
Departmenttitle	String	False	Title of the department linked to this entry.
Startdate	Date	False	Start date for the expense entry.
Markuppct	Decimal	False	Markup percentage applied to the expense entry.
Projectdimkey	Long	False	Reference key for the associated project dimension.
Projectid	String	False	Identifier for the associated project or job.
Projectname	String	False	Name of the associated project or job.
Customerdimkey	Long	False	Reference key for the associated customer dimension.
Customerid	String	False	Identifier for the associated customer.
Customername	String	False	Name of the associated customer.
Vendordimkey	Long	False	Reference key for the associated vendor dimension.
Vendorid	String	False	Identifier for the associated vendor.
Vendorname	String	False	Name of the associated vendor.
Employeedimkey	Long	False	Reference key for the associated employee dimension.
Employeeid	String	False	Identifier for the associated employee.
Employeename	String	False	Name of the associated employee.
Itemdimkey	Long	False	Reference key for the associated item dimension.
Itemid	String	False	Identifier for the associated item.
Itemname	String	False	Name of the associated item.
Taskdimkey	Long	False	Reference key for the associated task dimension.
Taskid	String	False	Identifier for the associated cost code.
Taskname	String	False	Name of the associated cost code.
Costtypedimkey	Long	False	Reference key for the associated cost type dimension.
Costtypeid	String	False	Identifier for the associated cost type.
Costtypename	String	False	Name of the associated cost type.
Record_url	String	True	User-independent, deep-link URL for accessing the entry record.

Ratetableglentry

Captures GL-based rate table entries, incorporating currency conversions and relevant ledger references.

Table Specific Information

To retrieve information from the Ratetableglentry table, Sage Intacct needs to have the Construction subscription enabled and the EnableSubscriptions connection property set to one or more subscription names.

If the connection property is not set, the table is not visible in the metadata for users.
If the connection property is set, you can run simple SELECT * queries.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the rate table GL entry record.
Lineno	Long	True	Unique identifier for the line entry within the rate table GL entry.
Ratetablekey	Long	True	Reference key for the associated rate table.
Ratetableid	String	False	Identifier for the associated rate table.
Ratetablename	String	False	Name of the associated rate table.
Description	String	False	Details or notes about the rate table GL entry.
Whencreated	Datetime	True	Timestamp indicating when the entry was created.
Whenmodified	Datetime	True	Timestamp indicating when the entry was last modified.
Createdby	Long	True	Identifier for the user who created the entry.
Modifiedby	Long	True	Identifier for the user who last modified the entry.
Standardtaskid	String	False	Identifier for the standard cost code linked to this entry.
Standardtaskkey	Long	True	Reference key for the standard cost code linked to this entry.
Standardtaskname	String	False	Name of the standard cost code linked to this entry.
Standardcosttypeid	String	False	Identifier for the standard cost type associated with this entry.
Standardcosttypekey	Long	True	Reference key for the standard cost type associated with this entry.
Standardcosttypename	String	False	Name of the standard cost type associated with this entry.
Accumulationtypekey	Long	True	Reference key for the accumulation type linked to this entry.
Accumulationtypename	String	False	Name of the accumulation type linked to this entry.
Locationkey	Long	True	Reference key for the location linked to this entry.
Location	String	False	Details of the location linked to this entry.
Locationname	String	False	Name of the location linked to this entry.
Departmentkey	Long	True	Reference key for the department linked to this entry.
Department	String	False	Details of the department linked to this entry.
Departmenttitle	String	False	Title of the department linked to this entry.
Startdate	Date	False	Start date for the general ledger entry.
Markuppct	Decimal	False	Markup percentage applied to the general ledger entry.
Projectdimkey	Long	False	Reference key for the associated project dimension.
Projectid	String	False	Identifier for the associated project or job.
Projectname	String	False	Name of the associated project or job.
Customerdimkey	Long	False	Reference key for the associated customer dimension.
Customerid	String	False	Identifier for the associated customer.
Customername	String	False	Name of the associated customer.
Vendordimkey	Long	False	Reference key for the associated vendor dimension.
Vendorid	String	False	Identifier for the associated vendor.
Vendorname	String	False	Name of the associated vendor.
Employeedimkey	Long	False	Reference key for the associated employee dimension.
Employeeid	String	False	Identifier for the associated employee.
Employeename	String	False	Name of the associated employee.
Itemdimkey	Long	False	Reference key for the associated item dimension.
Itemid	String	False	Identifier for the associated item.
Itemname	String	False	Name of the associated item.
Taskdimkey	Long	False	Reference key for the associated task dimension.
Taskid	String	False	Identifier for the associated cost code.
Taskname	String	False	Name of the associated cost code.
Costtypedimkey	Long	False	Reference key for the associated cost type dimension.
Costtypeid	String	False	Identifier for the associated cost type.
Costtypename	String	False	Name of the associated cost type.
Record_url	String	True	User-independent, deep-link URL for accessing the entry record.

Ratetablepoentry

Compiles PO-specific rate table entries, ensuring accurate currency conversions for purchase order transactions.

Table Specific Information

To retrieve information from the Ratetable table, Sage Intacct needs to have the Construction subscription enabled and the EnableSubscriptions connection property set to one or more subscription names.

If the connection property is not set, the table is not visible in the metadata for users.
If the connection property is set, you can run simple SELECT * queries.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the record.
Lineno	Long	True	Unique line number within the record.
Ratetablekey	Long	True	Reference key for the associated rate table.
Ratetableid	String	False	Unique identifier for the rate table.
Ratetablename	String	False	Name of the associated rate table.
Description	String	False	Detailed description or notes for the record.
Whencreated	Datetime	True	Timestamp indicating when the record was created.
Whenmodified	Datetime	True	Timestamp of the last modification to the record.
Createdby	Long	True	Identifier for the user who created the record.
Modifiedby	Long	True	Identifier for the user who last modified the record.
Standardtaskid	String	False	Unique identifier for the standard cost code.
Standardtaskkey	Long	True	Reference key for the standard cost code.
Standardtaskname	String	False	Name of the standard cost code.
Standardcosttypeid	String	False	Unique identifier for the standard cost type.
Standardcosttypekey	Long	True	Reference key for the standard cost type.
Standardcosttypename	String	False	Name of the standard cost type.
Accumulationtypekey	Long	True	Reference key for the accumulation type.
Accumulationtypename	String	False	Name of the accumulation type.
Itemdimkey	Long	True	Reference key for the associated item dimension.
Itemid	String	False	Unique identifier for the item.
Itemname	String	False	Name of the associated item.
Locationkey	Long	True	Reference key for the associated location.
Location	String	False	Unique identifier for the location.
Locationname	String	False	Name of the associated location.
Startdate	Date	False	The date when the associated task or project starts.
Markuppct	Decimal	False	The percentage markup applied to the associated item or service.
Unitprice	Decimal	False	The price per unit of the associated item or service.
Projectdimkey	Long	False	The reference key for the associated project dimension.
Projectid	String	False	The unique identifier for the associated project.
Projectname	String	False	The name of the associated project.
Customerdimkey	Long	False	The reference key for the associated customer dimension.
Customerid	String	False	The unique identifier for the associated customer.
Customername	String	False	The name of the associated customer.
Vendordimkey	Long	False	The reference key for the associated vendor dimension.
Vendorid	String	False	The unique identifier for the associated vendor.
Vendorname	String	False	The name of the associated vendor.
Employeedimkey	Long	False	The reference key for the associated employee dimension.
Employeeid	String	False	The unique identifier for the associated employee.
Employeename	String	False	The name of the associated employee.
Taskdimkey	Long	False	The reference key for the associated task dimension.
Taskid	String	False	The unique identifier for the associated cost code.
Taskname	String	False	The name of the associated cost code.
Costtypedimkey	Long	False	The reference key for the associated cost type dimension.
Costtypeid	String	False	The unique identifier for the associated cost type.
Costtypename	String	False	The name of the associated cost type.
Record_url	String	True	A user-independent, deep-link URL for viewing the record.

Ratetabletsentry

Manages timesheet-related rate table entries, ensuring accurate currency conversions and cost calculations for project time tracking.

Table Specific Information

To retrieve information from the Ratetabletsentry table, Sage Intacct needs to have the Construction subscription enabled and the EnableSubscriptions connection property set to one or more subscription names.

If the connection property is not set, the table is not visible in the metadata for users.
If the connection property is set, you can run simple SELECT * queries.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	True	Unique identifier for the timesheet entry record.
Lineno	Long	True	Unique line number within the timesheet entry record.
Ratetablekey	Long	True	Reference key for the associated rate table.
Ratetableid	String	False	Unique identifier for the associated rate table.
Ratetablename	String	False	Name of the associated rate table.
Description	String	False	Detailed description or notes about the timesheet entry.
Whencreated	Datetime	True	Timestamp indicating when the timesheet entry was created.
Whenmodified	Datetime	True	Timestamp of the last modification to the timesheet entry.
Createdby	Long	True	Identifier for the user who created the timesheet entry.
Modifiedby	Long	True	Identifier for the user who last modified the timesheet entry.
Standardtaskid	String	False	Unique identifier for the standard task associated with this entry.
Standardtaskkey	Long	True	Reference key for the standard task associated with this entry.
Standardtaskname	String	False	Name of the standard task associated with this entry.
Standardcosttypeid	String	False	Unique identifier for the standard cost type.
Standardcosttypekey	Long	True	Reference key for the standard cost type.
Standardcosttypename	String	False	Name of the standard cost type.
Accumulationtypekey	Long	True	Reference key for the accumulation type associated with this entry.
Accumulationtypename	String	False	Name of the accumulation type associated with this entry.
Emppositionkey	Long	True	Reference key for the employee position.
Emppositionid	String	False	Unique identifier for the employee position.
Emppositionname	String	False	Name of the employee position.
Timetypekey	Long	True	Reference key for the time type associated with this entry.
Timetypename	String	False	Name of the time type associated with this entry.
Laborclasskey	Long	True	Reference key for the associated labor class.
Laborclassid	String	False	Unique identifier for the labor class.
Laborclassname	String	False	Name of the associated labor class.
Laborshiftkey	Long	True	Reference key for the associated labor shift.
Laborshiftid	String	False	Unique identifier for the labor shift.
Laborshiftname	String	False	Name of the associated labor shift.
Laborunionkey	Long	True	Reference key for the associated labor union.
Laborunionid	String	False	Unique identifier for the labor union.
Laborunionname	String	False	Name of the associated labor union.
Locationkey	Long	True	Reference key for the associated location.
Location	String	False	Unique identifier for the location.
Locationname	String	False	Name of the associated location.
Departmentkey	Long	True	Reference key for the associated department.
Department	String	False	Unique identifier for the department.
Departmenttitle	String	False	Title or name of the associated department.
Startdate	Date	False	The date when the associated task or project starts.
Markuppct	Decimal	False	The percentage markup applied to the associated item or service.
Laborrate	Decimal	False	The hourly rate for labor associated with the task or project.
Projectdimkey	Long	False	Reference key for the associated project dimension.
Projectid	String	False	Unique identifier for the project.
Projectname	String	False	Name of the associated project.
Customerdimkey	Long	False	Reference key for the associated customer dimension.
Customerid	String	False	Unique identifier for the customer.
Customername	String	False	Name of the associated customer.
Vendordimkey	Long	False	Reference key for the associated vendor dimension.
Vendorid	String	False	Unique identifier for the vendor.
Vendorname	String	False	Name of the associated vendor.
Employeedimkey	Long	False	Reference key for the associated employee dimension.
Employeeid	String	False	Unique identifier for the employee.
Employeename	String	False	Name of the associated employee.
Itemdimkey	Long	False	Reference key for the associated item dimension.
Itemid	String	False	Unique identifier for the item.
Itemname	String	False	Name of the associated item.
Classdimkey	Long	False	Reference key for the associated class dimension.
Classid	String	False	Unique identifier for the class.
Classname	String	False	Name of the associated class.
Record_url	String	True	A user-independent, deep-link URL for viewing the record.

RecurGLBatch

Houses information on recurring general ledger batches, enabling automatic posting of repeated financial transactions.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the recurring GL batch.
Transactionno	Int64	False	Transaction number associated with the batch.
Description	String	False	Description of the GL batch.
Referenceno	String	False	Reference number for the GL batch.
Journal	String	False	Journal name linked to the GL batch.
Journalkey	String	False	Unique key for the journal associated with the batch.
Journaltitle	String	False	Title of the journal associated with the batch.
Lastposted	Datetime	False	Date and time the batch was last posted.
Lastreversed	Datetime	False	Date and time the batch was last reversed.
Whencreated	Datetime	False	Date and time the batch was created.
Whenmodified	Datetime	False	Date and time the batch was last modified.
Createdby	Int64	False	Identifier of the user who created the batch.
Modifiedby	Int64	False	Identifier of the user who last modified the batch.
Status	String	False	Current status of the GL batch.
Statistical	Boolean	False	Indicates whether the batch contains statistical entries.
Startdateje	Datetime	False	Start date for the journal entries in the batch.
Occurje	Int64	False	Number of occurrences for the journal entries in the batch.
Enddateje	Datetime	False	End date for the journal entries in the batch.
Repeatintervalje	String	False	Interval for repeating journal entries in the batch.
Repeatje	String	False	Repeat pattern for the journal entries in the batch.
Eomje	Boolean	False	Indicates whether the journal entries repeat at the end of the month.
Jeexeccount	Int64	False	Count of executed journal entries in the batch.
Jenextexecdate	Datetime	False	Next execution date for the journal entries in the batch.
Emailje	String	False	Email address for notifications about journal entry execution.
Startdaterevje	Datetime	False	Start date for reversing journal entries.
Occurrevje	Int64	False	Number of occurrences for reversing journal entries.
Enddaterevje	Datetime	False	End date for reversing journal entries.
Repeatintervalrevje	String	False	Interval for repeating reversing journal entries.
Repeatrevje	String	False	Repeat pattern for reversing journal entries.
Eomrevje	Boolean	False	Indicates whether reversing journal entries repeat at the end of the month.
Revjeexeccount	Int64	False	Count of executed reversing journal entries.
Revjenextexecdate	Datetime	False	Next execution date for reversing journal entries.
Emailrevje	String	False	Email address for notifications about reversing journal entry execution.
Ismanualpost	Boolean	False	Indicates whether the batch requires manual posting.
Autorepeatby	String	False	Method used to auto-repeat the batch.
Autorepeatinterval	Int64	False	Interval for auto-repeating the batch.
Baselocation_no	String	False	Base location number associated with the batch.
Megaentitykey	Int64	False	Key for the mega-entity associated with the batch.
Megaentityid	String	False	Identifier for the mega-entity associated with the batch.
Megaentityname	String	False	Name of the mega-entity associated with the batch.
Record_url	String	False	URL for accessing the record of the batch.

RenewalMacro

Captures configuration and execution data for automated renewal processes, streamlining contract renewals and recurring agreements.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the renewal macro.
Macroid	String	False	Identifier for the macro configuration.
Description	String	False	Description of the renewal macro.
Createsalestrans	Boolean	False	Indicates if the macro creates sales transactions.
Salesdocid	String	False	Identifier for the sales document created by the macro.
Salesdocrecordkey	String	False	Record key for the sales document created by the macro.
Createsalestranswhen	String	False	Condition or timing for creating sales transactions.
Createsalestransdays	String	False	Number of days for triggering sales transaction creation.
Reneweddocdate	String	False	Date for the renewed document.
Renstartdateopt	String	False	Options for the renewal start date.
Pricingtype	String	False	Type of pricing applied by the macro.
Pricingmarkup	String	False	Markup type for pricing adjustments.
Pricingmarkupvalue	String	False	Value of the pricing markup applied.
Emailtocustomer	Boolean	False	Indicates if the macro sends emails to customers.
Emailtocustomerfromemailid	String	False	Email ID used for customer emails.
Emailcontact	String	False	Contact email used for communications.
Emailcontactfilename	String	False	Filename attachment for customer emails.
Emailalert	Boolean	False	Indicates if the macro sends email alerts.
Emailalertfromemailid	String	False	Email ID used for sending alerts.
Emailalertfilename	String	False	Filename attachment for alert emails.
Emailalertaddresses	String	False	Addresses for alert emails.
Emailalertwhen	String	False	Condition or timing for sending email alerts.
Emailalertdays	String	False	Number of days for triggering email alerts.
Createsalesopp	Boolean	False	Indicates if the macro creates sales opportunities.
Createsalesoppwhen	String	False	Condition or timing for creating sales opportunities.
Createsalesoppdays	String	False	Number of days for triggering sales opportunity creation.
Oppcustomname	String	False	Custom name for the sales opportunity created by the macro.
Inheritoppproducts	Boolean	False	Indicates if products are inherited in the sales opportunity.
Stageofopportunity	String	False	Stage of the sales opportunity created by the macro.
Latestversionkey	Double	False	Key for the latest version of the macro.
Status	String	False	Current status of the renewal macro.
Megaentitykey	Int64	False	Key for the mega-entity associated with the macro.
Megaentityid	String	False	Identifier for the mega-entity associated with the macro.
Megaentityname	String	False	Name of the mega-entity associated with the macro.
Record_url	String	False	URL for accessing the record of the renewal macro.

ReportingPeriod

Defines reporting windows, including start/end dates and status, ensuring accurate financial statements and analysis over specific time frames.

Columns


Name	Type	ReadOnly	Description
RecordNUM [KEY]	Int64	False	Unique identifier for the reporting period.
Recordno	Int64	False	Record number associated with the reporting period.
Name	String	False	Name of the reporting period.
Header1	String	False	Custom header 1 associated with the reporting period.
Header2	String	False	Custom header 2 associated with the reporting period.
Start_date	Datetime	False	Start date of the reporting period.
End_date	Datetime	False	End date of the reporting period.
Budgeting	String	False	Indicates whether budgeting is associated with the reporting period.
Status	String	False	Current status of the reporting period.
Whencreated	Datetime	False	Timestamp when the reporting period was created.
Whenmodified	Datetime	False	Timestamp when the reporting period was last modified.
Createdby	Int64	False	Identifier of the user who created the reporting period.
Modifiedby	Int64	False	Identifier of the user who last modified the reporting period.
Megaentitykey	Int64	False	Key for the mega-entity associated with the reporting period.
Megaentityid	String	False	Identifier for the mega-entity associated with the reporting period.
Megaentityname	String	False	Name of the mega-entity associated with the reporting period.
Record_url	String	False	URL for accessing the record of the reporting period.

Revrecschedule

Maintains schedules outlining how revenue is recognized over time, supporting compliance with revenue recognition principles.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	False	Unique identifier for the revenue recognition schedule.
Revrectemplatekey	Long	False	Unique key for the revenue recognition template.
Revrectemplateid	String	True	Identifier for the revenue recognition template.
Templatepostingmethod	String	False	Method for posting the template.
Recmethod	String	True	Recognition method used for the schedule.
Milestonesource	String	False	Source for milestone or percentage-based recognition.
Pacalcsource	String	True	Calculation method for revenue recognition.
Pacalchours	String	True	Basis for hours-based recognition calculations.
Scheduleperiod	String	True	Time period covered by the recognition schedule.
Postingday	String	False	Day of the month for revenue posting.
Status	String	True	Current status of the revenue recognition schedule.
Invoiceno	String	False	Invoice number associated with the schedule.
Invoicedate	String	False	Invoice date associated with the schedule.
Recordkey	Long	False	Key for the associated record entry.
Dochdrkey	Long	False	Document header key associated with the schedule.
Docid	String	False	Document ID associated with the schedule.
Documentdate	String	False	Date of the document associated with the schedule.
Description	String	False	Name or description of the schedule.
Prentrykey	Long	False	Entry key for the revenue recognition process.
Docentrykey	Long	False	Key for the document entry associated with the schedule.
Revreccatkey	Long	False	Key for the revenue recognition category.
Changecategory	String	True	Category of changes made to the schedule.
Changememo	String	False	Memo or notes regarding changes to the schedule.
Dayslastperiod	Long	False	Number of days in the last reporting period.
Projectid	String	True	Project ID associated with the schedule.
Projectname	String	True	Name of the project associated with the schedule.
Taskname	String	True	Name of the task associated with the schedule.
Taskid	String	False	Identifier for the task associated with the schedule.
Whencreated	Datetime	True	Timestamp indicating when the schedule was created.
Whenmodified	Datetime	True	Timestamp indicating the last modification of the schedule.
Createdby	Long	True	Identifier of the user who created the schedule.
Modifiedby	Long	True	Identifier of the user who last modified the schedule.
Megaentitykey	Long	True	Key for the mega-entity associated with the schedule.
Megaentityid	String	True	ID of the mega-entity associated with the schedule.
Megaentityname	String	True	Name of the mega-entity associated with the schedule.
Record_url	String	True	A user-independent, deep-link URL for viewing the schedule record.

Revrecscheduleentry

Details each component of a revenue recognition schedule, noting corresponding accounts, allocation amounts, and recognition statuses.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Long	False	Unique identifier for the revenue recognition schedule entry.
Revrecschedulekey	Long	False	Key for the associated revenue recognition schedule.
Posted	String	True	Offset or period information for posting.
Position	String	False	Position of the entry within the schedule.
Next	String	False	Indicator for the next posting in the schedule.
Postingdate	Date	False	Date when the entry was posted.
Revacctkey	String	False	Key for the revenue account associated with this entry.
Accountno	String	False	Account number associated with the entry.
Accounttitle	String	False	Title of the account associated with the entry.
Journalkey	Long	False	Key for the general ledger journal associated with the entry.
Gljournal	String	True	Name of the general ledger journal.
Deferredrevacctkey	String	False	Key for the deferred revenue account associated with the entry.
Amount	Decimal	True	Amount for this schedule entry.
Glbatchkey	Long	False	Key for the general ledger batch associated with this entry.
Schopkey	Long	False	Schedule operation key associated with the entry.
Tr_type	Long	False	Transaction type for the entry.
Trx_amount	Decimal	False	Transaction amount for the entry.
Currency	String	True	Currency used for this entry.
Posted_amount	Decimal	True	Amount posted in the schedule entry.
Basecurr	String	True	Base currency for this entry.
Exch_rate_date	Date	False	Date of the exchange rate applied to the entry.
Exch_rate_type_id	Long	False	Type of exchange rate used for this entry.
Exchange_rate	Decimal	False	Exchange rate applied to the entry.
Description	String	False	Description or notes for the entry.
Parentstatus	String	True	Status of the parent revenue posting.
Unscheduled	Bool	False	Indicates if this entry is unscheduled.
Budgetqty	Decimal	True	Budgeted quantity for this entry.
Estqty	Decimal	True	Estimated quantity for this entry.
Plannedqty	Decimal	True	Planned quantity for this entry.
Actualqty	Decimal	True	Actual quantity recorded for this entry.
Percentcompleted	Decimal	True	Percentage of the schedule completed for this entry.
Percentrecognized	Decimal	True	Percentage of the revenue recognized for this entry.
Obspercentcomplete	Decimal	True	Observed percentage completion of the schedule.
Budgetedcost	Decimal	True	Budgeted cost for this entry.
Totalcost	Decimal	True	Total actual cost for this entry.
Whencreated	Datetime	True	Timestamp when the entry was created.
Whenmodified	Datetime	True	Timestamp when the entry was last modified.
Createdby	Long	True	Identifier of the user who created the entry.
Modifiedby	Long	True	Identifier of the user who last modified the entry.
Projectdimkey	Long	False	Key for the project dimension associated with the entry.
Projectid	String	False	Identifier for the project associated with the entry.
Projectname	String	False	Name of the project associated with the entry.
Customerdimkey	Long	False	Key for the customer dimension associated with the entry.
Customerid	String	False	Identifier for the customer associated with the entry.
Customername	String	False	Name of the customer associated with the entry.
Vendordimkey	Long	False	Key for the vendor dimension associated with the entry.
Vendorid	String	False	Identifier for the vendor associated with the entry.
Vendorname	String	False	Name of the vendor associated with the entry.
Employeedimkey	Long	False	Key for the employee dimension associated with the entry.
Employeeid	String	False	Identifier for the employee associated with the entry.
Employeename	String	False	Name of the employee associated with the entry.
Itemdimkey	Long	False	Key for the item dimension associated with the entry.
Itemid	String	False	Identifier for the item associated with the entry.
Itemname	String	False	Name of the item associated with the entry.
Classdimkey	Long	False	Key for the class dimension associated with the entry.
Classid	String	False	Identifier for the class associated with the entry.
Classname	String	False	Name of the class associated with the entry.
Warehousedimkey	Long	False	Key for the warehouse dimension associated with the entry.
Warehouseid	String	False	Identifier for the warehouse associated with the entry.
Warehousename	String	False	Name of the warehouse associated with the entry.
Contractdimkey	Long	False	Key for the contract dimension associated with the entry.
Contractid	String	False	Identifier for the contract associated with the entry.
Contractname	String	False	Name of the contract associated with the entry.
Record_url	String	True	A deep-link URL for viewing the record.
Gldimtestegi1	String	False	Test entry for general ledger dimension (unspecified purpose).
Gldimtest	String	False	Test entry for general ledger dimension (unspecified purpose).

RevRecTemplate

Serves as a template for revenue recognition scheduling, defining periods, allocation methods, and default attributes.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the revenue recognition template.
Templateid	String	False	Identifier for the revenue recognition template.
Description	String	False	Description of the revenue recognition template.
Usestandard	Boolean	False	Indicates whether the template uses standard settings.
Scheduleperiod	String	False	Schedule period used by the template.
Postingday	Int64	False	Day of the month for revenue postings.
Totalperiods	Int64	False	Total number of periods defined in the template.
Recmethod	String	False	Revenue recognition method applied by the template.
Recstartdate	String	False	Start date for revenue recognition.
Postingmethod	String	False	Method used for posting revenue.
Status	String	False	Current status of the revenue recognition template.
Latestversionkey	Double	False	Key for the latest version of the template.
Recognitionterm	String	False	Term for revenue recognition defined in the template.
Resumeoption	String	False	Option for resuming recognition in the template.
Milestonesource	String	False	Source for milestones or percentage-based recognition.
Pacalcsource	String	False	Source for period allocation calculations.
Pacalchours	String	False	Basis for hours-based period allocation calculations.
Whencreated	Datetime	False	Timestamp when the template was created.
Whenmodified	Datetime	False	Timestamp when the template was last modified.
Createdby	Int64	False	Identifier of the user who created the template.
Modifiedby	Int64	False	Identifier of the user who last modified the template.
Megaentitykey	Int64	False	Key for the mega-entity associated with the template.
Megaentityid	String	False	Identifier for the mega-entity associated with the template.
Megaentityname	String	False	Name of the mega-entity associated with the template.
Record_url	String	False	A deep-link URL for viewing the template record.

RevRecTemplMilestone

Specifies milestone-based revenue recognition triggers within a template, detailing offsets, percentages, and descriptions.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the revenue recognition template milestone.
Templatekey	Int64	False	Key for the template associated with the milestone.
Mperiodoffset	Int64	False	Period offset for the milestone in the revenue recognition schedule.
Percamount	Double	False	Percentage or amount associated with the milestone.
Description	String	False	Description of the milestone within the revenue recognition template.
Record_url	String	False	A deep-link URL for viewing the milestone record.

SavingsAccount

Stores details for savings accounts, including bank configuration and account offsets, aiding financial transactions and reconciliation.

Columns


Name	Type	ReadOnly	Description
Bankaccountid [KEY]	String	False	Unique identifier for the savings account.
Bankaccountno	String	False	Account number for the savings account.
Glaccountno	String	False	General ledger account number associated with the savings account.
Bankname	String	False	Name of the bank where the savings account is held.
Routingno	String	False	Routing number for the bank.
Branchid	String	False	Identifier for the bank branch.
Bankaccounttype	String	False	Type of the bank account (e.g., savings, checking).
Phone	String	False	Contact phone number for the bank or account-related inquiries.
Checklayout_sigline2amount	String	False	Threshold amount for requiring a second signature line on checks.
Checklayout_checkpaperformat	String	False	Format of the check paper used.
Checklayout_checkprintformat	String	False	Print format for the checks.
Checklayout_signatureimage1	String	False	Image file for the first signature on checks.
Checklayout_signatureimage2	String	False	Image file for the second signature on checks.
Checklayout_printlineitems	Boolean	False	Indicates whether line items are printed on checks.
Checklayout_displaylocationas	String	False	Location display format on checks.
Checklayout_bankacctalign	String	False	Alignment settings for bank account information on checks.
Checklayout_spacestoappend	String	False	Additional spacing to append to check layouts.
Checklayout_checknolength	String	False	Length of the check number field.
Checklayout_dfltcnyaddr	Boolean	False	Indicates whether the default currency address is used on checks.
Checklayout_voidtext	String	False	Text displayed for voided checks.
Checklayout_usesig1belowamt	String	False	Amount threshold for using the first signature below a specific value.
Checklayout_usesig2belowamt	String	False	Amount threshold for using the second signature below a specific value.
Checklayout_micrtranscode	Boolean	False	Indicates whether MICR transcode is enabled for checks.
Checklayout_usdtext	Boolean	False	Indicates whether checks include text representation of USD amounts.
Checklayout_onus	Boolean	False	Indicates whether 'On-Us' encoding is applied to checks.
Checklayout_onus32	String	False	Configuration for 'On-Us' encoding on checks.
Mailaddress_address1	String	False	Primary address line for mail correspondence.
Mailaddress_address2	String	False	Secondary address line for mail correspondence.
Mailaddress_city	String	False	City for the mailing address.
Mailaddress_state	String	False	State for the mailing address.
Mailaddress_zip	String	False	ZIP code for the mailing address.
Mailaddress_country	String	False	Country for the mailing address.
Mailaddress_countrycode	String	False	Country code for the mailing address.
Checkinfocontact_contactname	String	False	Name of the contact for check-related inquiries.
Checkinfocontact_companyname	String	False	Company name associated with the contact for checks.
Checkinfocontact_mailaddress_address1	String	False	Primary address line for the check contact.
Checkinfocontact_mailaddress_address2	String	False	Secondary address line for the check contact.
Checkinfocontact_mailaddress_city	String	False	City for the check contact's mailing address.
Checkinfocontact_mailaddress_state	String	False	State for the check contact's mailing address.
Checkinfocontact_mailaddress_zip	String	False	ZIP code for the check contact's mailing address.
Checkinfocontact_mailaddress_country	String	False	Country for the check contact's mailing address.
Checkinfocontact_mailaddress_countrycode	String	False	Country code for the check contact's mailing address.
Checkinfocontact_phone1	String	False	Phone number for the check contact.
Financialdata_apjournal	String	False	Accounts payable journal associated with the savings account.
Financialdata_arjournal	String	False	Accounts receivable journal associated with the savings account.
Servicechargeglaccount	String	False	General ledger account for service charges.
Servicechargeaccountlabel	String	False	Label for the service charge account.
Interestearnedglaccount	String	False	General ledger account for interest earned.
Interestearnedaccountlabel	String	False	Label for the interest earned account.
Departmentid	String	False	Department associated with the savings account.
Locationid	String	False	Location associated with the savings account.
Status	String	False	Current status of the savings account.
Lastreconciledbalance	String	False	Last reconciled balance for the savings account.
Lastreconcileddate	Datetime	False	Date of the last reconciliation for the savings account.
Nextcheck	String	False	Next check number to be issued.
Sharecheckno	Boolean	False	Indicates whether the check number is shared.
Cutoffdate	Datetime	False	Cutoff date for financial data associated with the savings account.
Financialdata_reconmode	String	False	Reconciliation mode for the savings account.
Currency	String	False	Currency used for the savings account.
Forwfpm	Boolean	False	Indicates whether financial processes are managed forward for the savings account.
Achcompanyid	String	False	Company ID used for ACH transactions associated with the savings account.
Pmchecktemplateid	String	False	Check template ID used for payment management.
Whencreated	Datetime	False	Timestamp when the savings account record was created.
Whenmodified	Datetime	False	Timestamp when the savings account record was last modified.
Createdby	Int64	False	User ID of the person who created the savings account record.
Modifiedby	Int64	False	User ID of the person who last modified the savings account record.
Recordno	Int64	False	Unique record number for the savings account.
Outsourcecheck	String	False	Indicates whether check processing is outsourced.
Fractionalroutingno	String	False	Fractional routing number for the bank.
Nameontheaccount	String	False	Name of the account holder as listed on the account.
Megaentitykey	Int64	False	Key for the mega-entity associated with the account.
Megaentityid	String	False	Identifier for the mega-entity associated with the account.
Megaentityname	String	False	Name of the mega-entity associated with the account.
Record_url	String	False	Deep-link URL for accessing the savings account record.

Seminar

Captures seminar-related information, including logistics, vendor involvement, and location details for event management.

Columns


Name	Type	ReadOnly	Description
Rlocation [KEY]	String	False	Unique identifier for the seminar location.
Rpodocument	String	False	Document associated with the seminar.
Rvendor	String	False	Vendor associated with the seminar.
Record_url	String	False	Deep-link URL for accessing the seminar record.

Seminar_Package

Tracks seminar package contents, associating GL accounts and line items to group offerings under a single event or product.

Columns


Name	Type	ReadOnly	Description
Rglaccount [KEY]	String	False	General ledger account associated with the seminar package.
Ritem	String	False	Item included in the seminar package.
Record_url	String	False	Deep-link URL for accessing the seminar package record.

Seminar_Registration

Documents seminar registrations, referencing invoice details and record URLs to confirm attendee enrollment.

Columns


Name	Type	ReadOnly	Description
Rarinvoice [KEY]	String	False	Invoice associated with the seminar registration.
Record_url	String	False	Deep-link URL for accessing the seminar registration record.

SODocument

Holds comprehensive data for Sales Order (SO) documents, capturing order status, contact details, addresses, and project linkages.

Table Specific Information

Insert

Insert is only supported when UseLegacy=True. The following example illustrates how to insert into SODocument table:

INSERT INTO SODocument (docparid, datecreated, custvendid, datedue, vsoepricelist, itemaggregate) VALUES ('Sales Quote', '08/31/2024', '10036', '09/01/2024', 'MyPriceList', '<sotransitem><itemid>0001</itemid><warehouseid>WH1</warehouseid><quantity>1</quantity><unit>Each</unit><price>100</price><locationid>10</locationid></sotransitem>');

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique record identifier for the SO document.
Docno	String	False	Sales order document number for tracking and identification.
Docid	String	False	System-generated unique identifier for the sales order document.
Createdfrom	String	False	Indicates the source document from which this sales order was created.
State	String	False	Current state or phase of the SO document.
Closed	Boolean	False	Indicates whether the sales order is closed.
Whencreated	Datetime	False	Timestamp indicating when the sales order was created.
Whenmodified	Datetime	False	Timestamp of the last modification to the sales order.
Whendue	Datetime	False	Due date for the completion or delivery of the sales order.
Status	String	False	Current status of the sales order, such as Pending or Completed.
Ponumber	String	False	Purchase Order number associated with the sales order.
Vendordocno	String	False	Vendor's document number for cross-reference purposes.
Docparid	String	False	Parent document identifier for hierarchical relationships.
Docparkey	String	False	Parent document key for linking related records.
Docparclass	String	False	Classification of the parent document.
Term_name	String	False	Name of the payment or service terms associated with the sales order.
Note	String	False	Additional notes or comments related to the sales order.
Warehouse_locationid	String	False	Identifier for the warehouse location associated with the order.
Shipvia	String	False	Preferred shipping method for the sales order.
User	String	False	User associated with the sales order.
Createduser	String	False	User who created the sales order.
Userid	String	False	User identifier associated with the sales order.
Createduserid	String	False	Identifier of the user who created the sales order.
Contact_contactname	String	False	Name of the primary contact associated with the sales order.
Contact_prefix	String	False	Prefix (e.g., Mr., Ms.) for the contact associated with the sales order.
Contact_firstname	String	False	First name of the primary contact.
Contact_initial	String	False	Middle initial of the primary contact.
Contact_lastname	String	False	Last name of the primary contact.
Contact_companyname	String	False	Company name of the primary contact.
Contact_printas	String	False	Name formatting preference for printed documents.
Contact_phone1	String	False	Primary phone number of the contact associated with the sales order.
Contact_phone2	String	False	Secondary phone number of the contact associated with the sales order.
Contact_cellphone	String	False	Cell phone number of the primary contact.
Contact_pager	String	False	Pager number of the primary contact, if applicable.
Contact_fax	String	False	Fax number associated with the primary contact.
Contact_email1	String	False	Primary email address of the contact associated with the sales order.
Contact_email2	String	False	Secondary email address of the contact associated with the sales order.
Contact_url1	String	False	Primary website or URL associated with the contact.
Contact_url2	String	False	Secondary website or URL associated with the contact.
Contact_visible	Boolean	False	Indicates whether the contact is visible in system records.
Contact_mailaddress_address1	String	False	Primary address line 1 for mailing purposes.
Contact_mailaddress_address2	String	False	Primary address line 2 for mailing purposes.
Contact_mailaddress_city	String	False	City for the contact's mailing address.
Contact_mailaddress_state	String	False	State for the contact's mailing address.
Contact_mailaddress_zip	String	False	Postal or ZIP code for the contact's mailing address.
Contact_mailaddress_country	String	False	Country for the contact's mailing address.
Contact_mailaddress_countrycode	String	False	Country code for the contact's mailing address.
Shiptokey	String	False	Unique identifier for the shipping address associated with the sales order.
Shipto_contactname	String	False	Contact name for the shipping address.
Shipto_prefix	String	False	Prefix for the shipping contact (e.g., Mr., Ms.).
Shipto_firstname	String	False	First name of the shipping contact.
Shipto_initial	String	False	Middle initial of the shipping contact.
Shipto_lastname	String	False	Last name of the shipping contact.
Shipto_companyname	String	False	Company name associated with the shipping contact.
Shipto_printas	String	False	Formatted name for printing purposes in the shipping address.
Shipto_phone1	String	False	Primary phone number for the shipping contact.
Shipto_phone2	String	False	Secondary phone number for the shipping contact.
Shipto_cellphone	String	False	Cell phone number for the shipping contact.
Shipto_pager	String	False	Pager number for the shipping contact, if applicable.
Shipto_fax	String	False	Fax number associated with the shipping contact.
Shipto_email1	String	False	Primary email address for the shipping contact.
Shipto_email2	String	False	Secondary email address for the shipping contact.
Shipto_url1	String	False	Primary website or URL associated with the shipping contact.
Shipto_url2	String	False	Secondary website or URL associated with the shipping contact.
Shipto_visible	Boolean	False	Indicates whether the shipping contact is visible in system records.
Shipto_mailaddress_address1	String	False	Primary address line 1 for the shipping location.
Shipto_mailaddress_address2	String	False	Primary address line 2 for the shipping location.
Shipto_mailaddress_city	String	False	City for the shipping location's address.
Shipto_mailaddress_state	String	False	State for the shipping location's address.
Shipto_mailaddress_zip	String	False	Postal or ZIP code for the shipping location's address.
Shipto_mailaddress_country	String	False	Country for the shipping location's address.
Shipto_mailaddress_countrycode	String	False	Country code for the shipping location's address.
Billtokey	String	False	Unique identifier for the billing address associated with the sales order.
Billto_contactname	String	False	Contact name for the billing address.
Billto_prefix	String	False	Prefix for the billing contact (e.g., Mr., Ms.).
Billto_firstname	String	False	First name of the billing contact.
Billto_initial	String	False	Middle initial of the billing contact.
Billto_lastname	String	False	Last name of the billing contact.
Billto_companyname	String	False	Company name associated with the billing contact.
Billto_printas	String	False	Formatted name for printing purposes in the billing address.
Billto_phone1	String	False	Primary phone number for the billing contact.
Billto_phone2	String	False	Secondary phone number for the billing contact.
Billto_cellphone	String	False	Cell phone number for the billing contact.
Billto_pager	String	False	Pager number for the billing contact, if applicable.
Billto_fax	String	False	Fax number associated with the billing contact.
Billto_email1	String	False	Primary email address for the billing contact.
Billto_email2	String	False	Secondary email address for the billing contact.
Billto_url1	String	False	Primary website or URL associated with the billing contact.
Billto_url2	String	False	Secondary website or URL associated with the billing contact.
Billto_visible	Boolean	False	Indicates whether the billing contact is visible in system records.
Billto_mailaddress_address1	String	False	Primary address line 1 for the billing location.
Billto_mailaddress_address2	String	False	Primary address line 2 for the billing location.
Billto_mailaddress_city	String	False	City for the billing location's address.
Billto_mailaddress_state	String	False	State for the billing location's address.
Billto_mailaddress_zip	String	False	Postal or ZIP code for the billing location's address.
Billto_mailaddress_country	String	False	Country for the billing location's address.
Billto_mailaddress_countrycode	String	False	Country code for the billing location's address.
Message	String	False	Message or note associated with the SO document.
Prrecordkey	String	False	Key linking to the parent record of the sales order.
Invbatchkey	String	False	Key linking to the invoice batch associated with the sales order.
Prinvbatchkey	String	False	Key linking to the primary invoice batch of the sales order.
Printed	String	False	Indicates whether the sales order has been printed.
Backorder	String	False	Status of items on backorder for the sales order.
Subtotal	Double	False	Subtotal amount for the sales order, excluding taxes and shipping.
Total	Double	False	Total amount for the sales order, including all charges.
Entglgroup	Int64	False	Entity GL group identifier linked to the sales order.
Currency	String	False	Currency used for the sales order.
Exchratedate	Datetime	False	Date the exchange rate was applied for the sales order.
Exchratetypes_name	String	False	Exchange rate type name applied to the sales order.
Exchrate	Double	False	Exchange rate used for currency conversion in the sales order.
Schopkey	String	False	Key linking to the schedule operation associated with the sales order.
Salescontract	String	False	Sales contract linked to the sales order.
Usedascontract	String	False	Indicates if the sales order was used as a contract.
Trx_subtotal	Double	False	Subtotal in transactional currency for the sales order.
Trx_total	Double	False	Total amount in transactional currency for the sales order.
Exch_rate_type_id	String	False	Identifier for the exchange rate type used in the sales order.
Reneweddoc	String	False	Indicates if the sales order has been renewed.
Basecurr	String	False	Base currency of the sales order.
Systemgenerated	String	False	Indicates if the sales order was system-generated.
Invoicerunkey	Int64	False	Key linking to the invoice run associated with the sales order.
Docpar_in_out	String	False	Indicates if the document parent is inbound or outbound.
Custvendid	String	False	Customer or vendor ID associated with the sales order.
Custvendname	String	False	Customer or vendor name associated with the sales order.
Haspostedrevrec	String	False	Indicates if revenue recognition has been posted for the sales order.
Contractid	String	False	Identifier for the contract linked to the sales order.
Contractdesc	String	False	Description of the contract associated with the sales order.
Trx_totalpaid	String	False	Total amount paid in transactional currency for the sales order.
Totalpaid	String	False	Total amount paid for the sales order.
Trx_totalentered	String	False	Total amount entered in transactional currency for the sales order.
Totalentered	String	False	Total amount entered for the sales order.
Trx_totaldue	String	False	Total amount due in transactional currency for the sales order.
Totaldue	String	False	Total amount due for the sales order.
Paymentstatus	String	False	Payment status of the sales order.
Sign_flag	Int64	False	Flag indicating the sign of amounts in the sales order.
Vsoepricelist	String	False	VSOE price list associated with the sales order.
Vsoeprclstkey	String	False	Key linking to the VSOE price list associated with the sales order.
Origdocdate	Datetime	False	Original document date for the sales order.
Hasadvbilling	Boolean	False	Indicates if advanced billing is present for the sales order.
Invoicerun_expensepricemarkup	Double	False	Expense price markup associated with the invoice run for the sales order.
Invoicerun_description	String	False	Description of the invoice run linked to the sales order.
Projectkey	Int64	False	Key linking to the project associated with the sales order.
Project	String	False	Project identifier linked to the sales order.
Projectname	String	False	Name of the project associated with the sales order.
Megaentitykey	Int64	False	Key linking to the mega entity associated with the sales order.
Megaentityid	String	False	Identifier for the mega entity associated with the sales order.
Megaentityname	String	False	Name of the mega entity associated with the sales order.
Record_url	String	False	A user-independent, deep-link URL for viewing the record of the sales order.

SODocumentParams

Configures Sales Order (SO) document parameters, such as numbering sequences, discount handling, and tax calculations.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the sales order document parameter record.
Docid	String	False	The identifier for the specific sales order document.
Docclass	String	False	The class/type of the sales order document.
Category	String	False	The category assigned to the sales order document.
Description	String	False	A brief description of the sales order document.
Userperm	Boolean	False	Indicates whether the sales order document requires user permission for editing.
Edittype	String	False	The type of editing allowed for the sales order document.
Deltype	String	False	The type of deletion allowed for the sales order document.
Enable_seqnum	Boolean	False	Indicates whether document sequencing is enabled for the sales order.
Sequence	String	False	The sequence number for the sales order document.
Preserve_seqnum	Boolean	False	Indicates whether the sequence number should be preserved during document updates.
Inherit_source_docno	Boolean	False	Indicates whether the sales order document inherits the source document number.
Updates_inv	String	False	Indicates whether the sales order document updates the associated inventory.
In_out	String	False	Indicates whether the sales order is an inbound or outbound document.
Updates_gl	String	False	Indicates whether the sales order document updates the general ledger.
Convtype	String	False	The type of conversion applied to the sales order document (e.g., currency conversion).
Updates_cost	Boolean	False	Indicates whether the sales order document updates cost information.
Exchratetypes_name	String	False	The name of the exchange rate type used in the sales order document.
Override_exch_rate_type	Boolean	False	Indicates whether the exchange rate type can be overridden for the sales order document.
Display_basecurrency	Boolean	False	Indicates whether to display the base currency for the sales order document.
Updates_pricelistid	String	False	The identifier of the price list associated with the sales order document.
Term_name	String	False	The payment terms assigned to the sales order document.
Pricelistid	String	False	The identifier of the price list used for the sales order document.
Special_pricelistid	String	False	The identifier of a special price list for the sales order document.
Override_price	Boolean	False	Indicates whether the price can be overridden for the sales order document.
Enable_discount_charge	Boolean	False	Indicates whether discount charges are enabled for the sales order document.
Require_discount_memo	Boolean	False	Indicates whether a discount memo is required for the sales order document.
Recallonly	Boolean	False	Indicates whether the sales order document can only be recalled.
Editable_price	Boolean	False	Indicates whether the price can be edited for the sales order document.
Show_totals	Boolean	False	Indicates whether to display the total amounts for the sales order document.
Showexpandedtotals	Boolean	False	Indicates whether to display expanded totals for the sales order document.
Enableoverridetax	Boolean	False	Indicates whether tax can be overridden for the sales order document.
Enablerevrec	String	False	Indicates whether revenue recognition is enabled for the sales order document.
Enablerenewals	String	False	Indicates whether renewals are enabled for the sales order document.
Enableschedule	Boolean	False	Indicates whether scheduling is enabled for the sales order document.
Renewonlyconvertedline	Boolean	False	Indicates whether only converted lines are renewed in the sales order document.
Locoverride	Boolean	False	Indicates whether the location can be overridden for the sales order document.
Deptoverride	Boolean	False	Indicates whether the department can be overridden for the sales order document.
Xsltemplate	String	False	The XSL template associated with the sales order document.
Fixed_mesg	String	False	A fixed message associated with the sales order document.
Convert_units	Boolean	False	Indicates whether unit conversions are enabled for the sales order document.
Contacttitle1	String	False	The title of the first contact associated with the sales order document.
Showtitle1	Boolean	False	Indicates whether the first contact's title is displayed in the sales order document.
Alloweditbillto	Boolean	False	Indicates whether the billing address can be edited for the sales order document.
Showtitle2	Boolean	False	Indicates whether the second contact's title is displayed in the sales order document.
Contacttitle2	String	False	The title of the second contact associated with the sales order document.
Alloweditshipto	Boolean	False	Indicates whether the shipping address can be edited for the sales order document.
Warnonlowqty	Boolean	False	Indicates whether a warning is displayed for low quantities on the sales order document.
Creditlimitcheck	Boolean	False	Indicates whether a credit limit check is performed for the sales order document.
Warehouseselmethod	String	False	The method used to select the warehouse for the sales order document.
Default_warehouse	String	False	The default warehouse for the sales order document.
Status	String	False	The current status of the sales order document.
Zuoratype	String	False	The Zoura type associated with the sales order document.
Enablepayments	Boolean	False	Indicates whether payments are enabled for the sales order document.
Cust_vend	String	False	Indicates whether the sales order document is associated with a customer or vendor.
Sale_pur_trans	String	False	The sales or purchase transaction type for the document.
Posttogl	Boolean	False	Indicates whether the sales order document posts to the general ledger.
Force_prices	Boolean	False	Indicates whether prices are forced for the sales order document.
Enable_costing	Boolean	False	Indicates whether costing is enabled for the sales order document.
Whencreated	Datetime	False	The date and time when the sales order document was created.
Whenmodified	Datetime	False	The date and time when the sales order document was last modified.
Createdby	Int64	False	The identifier of the user who created the sales order document.
Modifiedby	Int64	False	The identifier of the user who last modified the sales order document.
Createtype	String	False	The type of creation for the sales order document.
Megaentitykey	Int64	False	The key of the mega entity associated with the sales order document.
Megaentityid	String	False	The identifier of the mega entity associated with the sales order document.
Megaentityname	String	False	The name of the mega entity associated with the sales order document.
Record_url	String	False	The URL to view or access the sales order document.

SOPriceList

Stores sales order-specific price list configurations, detailing effective dates, usage contexts, and entity restrictions.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	A unique identifier for the SO price list record.
Name [KEY]	String	False	The name of the SO price list.
Datefrom	Datetime	False	The start date from which the price list is valid.
Dateto	Datetime	False	The end date until which the price list is valid.
Salepurchase	String	False	Indicates whether the price list is used for sales or purchases.
Status	String	False	The current status of the price list (e.g., active, inactive).
Megaentitykey	Int64	False	The key of the mega entity associated with this price list.
Megaentityid	String	False	The identifier of the mega entity associated with this price list.
Megaentityname	String	False	The name of the mega entity associated with this price list.
Record_url	String	False	The URL to view or access the SO price list.

StatAccount

Stores statistical account data, supporting non-financial metrics that can impact budgeting and analysis (e.g., headcount).

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	A unique identifier for the statistical account record.
Accountno [KEY]	String	False	The account number for the statistical account.
Title	String	False	The title or name of the statistical account.
Accounttype	String	False	The type of account (e.g., asset, liability) for the statistical account.
Status	String	False	The status of the statistical account (e.g., active, inactive).
Whenmodified	Datetime	False	The date and time when the statistical account was last modified.
Requiredept	Boolean	False	Indicates whether a department is required for this account.
Requireloc	Boolean	False	Indicates whether a location is required for this account.
Taxable	Boolean	False	Indicates whether this account is taxable.
Statistical	Boolean	False	Indicates whether this is a statistical account.
Category	String	False	The category to which the statistical account belongs (e.g., revenue, expense).
Whencreated	Datetime	False	The date and time when the statistical account was created.
Createdby	Int64	False	The identifier of the user who created the statistical account.
Modifiedby	Int64	False	The identifier of the user who last modified the statistical account.
Megaentitykey	Int64	False	The key of the mega entity associated with the statistical account.
Megaentityid	String	False	The identifier of the mega entity associated with the statistical account.
Megaentityname	String	False	The name of the mega entity associated with the statistical account.
Record_url	String	False	The URL to view or access the statistical account.

StatJournal

Captures statistical journal records, including journal symbols, approval status, and modification details for non-monetary entries.

Columns


Name	Type	ReadOnly	Description
RecordNUM	Int64	False	A unique identifier for the statistical journal record.
Symbol [KEY]	String	False	The symbol representing the statistical journal.
Title	String	False	The title or name of the statistical journal.
Status	String	False	The current status of the statistical journal (e.g., active, archived).
Whencreated	Datetime	False	The date and time when the statistical journal was created.
Whenmodified	Datetime	False	The date and time when the statistical journal was last modified.
Createdby	Int64	False	The identifier of the user who created the statistical journal.
Modifiedby	Int64	False	The identifier of the user who last modified the statistical journal.
Record_url	String	False	The URL to view or access the statistical journal record.

STKitDocument

Tracks stock kit documents, detailing item bundling, shipping requirements, and relevant transaction references.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	A unique identifier for the stock kit document record.
Docno	String	False	The document number for the stock kit document.
Docid	String	False	The document ID for the stock kit document.
Createdfrom	String	False	The origin or source from which the stock kit document was created.
State	String	False	The current state of the stock kit document (e.g., open, closed).
Closed	Boolean	False	Indicates whether the stock kit document has been closed.
Whencreated	Datetime	False	The date and time when the stock kit document was created.
Whenmodified	Datetime	False	The date and time when the stock kit document was last modified.
Whendue	Datetime	False	The date and time when the stock kit document is due.
Status	String	False	The status of the stock kit document (e.g., pending, processed).
Ponumber	String	False	The purchase order number associated with the stock kit document.
Vendordocno	String	False	The vendor document number associated with the stock kit document.
Docparid	String	False	The document parameter ID for the stock kit document.
Docparkey	String	False	The document parameter key for the stock kit document.
Docparclass	String	False	The class of the document parameters for the stock kit document.
Term_name	String	False	The name of the payment terms associated with the stock kit document.
Note	String	False	Any additional notes associated with the stock kit document.
Warehouse_locationid	String	False	The warehouse location ID associated with the stock kit document.
Shipvia	String	False	The shipping method for the stock kit document.
User	String	False	The user associated with the stock kit document.
Createduser	String	False	The user who created the stock kit document.
Userid	String	False	The user ID associated with the stock kit document.
Createduserid	String	False	The user ID of the person who created the stock kit document.
Contact_contactname	String	False	The name of the contact associated with the stock kit document.
Contact_prefix	String	False	The prefix for the contact's name in the stock kit document.
Contact_firstname	String	False	The first name of the contact associated with the stock kit document.
Contact_initial	String	False	The initial of the contact associated with the stock kit document.
Contact_lastname	String	False	The last name of the contact associated with the stock kit document.
Contact_companyname	String	False	The company name of the contact for the stock kit document.
Contact_printas	String	False	The name to be printed for the contact in the stock kit document.
Contact_phone1	String	False	The primary phone number of the contact associated with the stock kit document.
Contact_phone2	String	False	The secondary phone number of the contact associated with the stock kit document.
Contact_cellphone	String	False	The cell phone number of the contact associated with the stock kit document.
Contact_pager	String	False	The pager number of the contact associated with the stock kit document.
Contact_fax	String	False	The fax number of the contact associated with the stock kit document.
Contact_email1	String	False	The primary email address of the contact for the stock kit document.
Contact_email2	String	False	The secondary email address of the contact for the stock kit document.
Contact_url1	String	False	The primary URL associated with the contact in the stock kit document.
Contact_url2	String	False	The secondary URL associated with the contact in the stock kit document.
Contact_visible	Boolean	False	Indicates whether the contact information is visible in the stock kit document.
Contact_mailaddress_address1	String	False	The first line of the contact's mailing address.
Contact_mailaddress_address2	String	False	The second line of the contact's mailing address.
Contact_mailaddress_city	String	False	The city of the contact's mailing address.
Contact_mailaddress_state	String	False	The state of the contact's mailing address.
Contact_mailaddress_zip	String	False	The postal code of the contact's mailing address.
Contact_mailaddress_country	String	False	The country of the contact's mailing address.
Contact_mailaddress_countrycode	String	False	The country code of the contact's mailing address.
Shiptokey	String	False	The shipping key associated with the stock kit document.
Shipto_contactname	String	False	The name of the contact at the shipping address.
Shipto_prefix	String	False	The prefix of the name of the contact at the shipping address.
Shipto_firstname	String	False	The first name of the contact at the shipping address.
Shipto_initial	String	False	The initial of the contact at the shipping address.
Shipto_lastname	String	False	The last name of the contact at the shipping address.
Shipto_companyname	String	False	The company name of the contact at the shipping address.
Shipto_printas	String	False	The name to be printed for the contact at the shipping address.
Shipto_phone1	String	False	The primary phone number of the contact at the shipping address.
Shipto_phone2	String	False	The secondary phone number of the contact at the shipping address.
Shipto_cellphone	String	False	The cell phone number of the contact at the shipping address.
Shipto_pager	String	False	The pager number of the contact at the shipping address.
Shipto_fax	String	False	The fax number of the contact at the shipping address.
Shipto_email1	String	False	The primary email address of the contact at the shipping address.
Shipto_email2	String	False	The secondary email address of the contact at the shipping address.
Shipto_url1	String	False	The primary URL associated with the shipping contact.
Shipto_url2	String	False	The secondary URL associated with the shipping contact.
Shipto_visible	Boolean	False	Indicates whether the shipping contact information is visible.
Shipto_mailaddress_address1	String	False	The first line of the shipping address.
Shipto_mailaddress_address2	String	False	The second line of the shipping address.
Shipto_mailaddress_city	String	False	The city of the shipping address.
Shipto_mailaddress_state	String	False	The state of the shipping address.
Shipto_mailaddress_zip	String	False	The postal code of the shipping address.
Shipto_mailaddress_country	String	False	The country of the shipping address.
Shipto_mailaddress_countrycode	String	False	The country code of the shipping address.
Billtokey	String	False	The billing key for the stock kit document.
Billto_contactname	String	False	The Billto_contactname field of the STKitDocument object.
Billto_prefix	String	False	The prefix or title (e.g., Mr., Mrs., Dr.) of the billing contact.
Billto_firstname	String	False	The first name of the billing contact.
Billto_initial	String	False	The initial(s) of the billing contact's first name.
Billto_lastname	String	False	The last name of the billing contact.
Billto_companyname	String	False	The name of the company associated with the billing contact.
Billto_printas	String	False	The name format to print for the billing contact (e.g., 'John Doe' or 'Doe, John').
Billto_phone1	String	False	The primary phone number for the billing contact.
Billto_phone2	String	False	The secondary phone number for the billing contact.
Billto_cellphone	String	False	The mobile phone number for the billing contact.
Billto_pager	String	False	The pager number for the billing contact.
Billto_fax	String	False	The fax number for the billing contact.
Billto_email1	String	False	The primary email address for the billing contact.
Billto_email2	String	False	The secondary email address for the billing contact.
Billto_url1	String	False	The primary URL associated with the billing contact.
Billto_url2	String	False	The secondary URL associated with the billing contact.
Billto_visible	Boolean	False	Indicates whether the billing contact's information is visible for display.
Billto_mailaddress_address1	String	False	The first line of the billing contact's mailing address.
Billto_mailaddress_address2	String	False	The second line of the billing contact's mailing address.
Billto_mailaddress_city	String	False	The city of the billing contact's mailing address.
Billto_mailaddress_state	String	False	The state of the billing contact's mailing address.
Billto_mailaddress_zip	String	False	The postal code of the billing contact's mailing address.
Billto_mailaddress_country	String	False	The country of the billing contact's mailing address.
Billto_mailaddress_countrycode	String	False	The country code for the billing contact's mailing address.
Message	String	False	Any special message or instructions associated with the billing contact or transaction.
Prrecordkey	String	False	The unique identifier for the related transaction record.
Invbatchkey	String	False	The key identifying the inventory batch related to the billing document.
Prinvbatchkey	String	False	The key identifying the sales invoice batch related to the billing document.
Printed	String	False	Indicates whether the billing document has been printed.
Backorder	String	False	Indicates whether the billing document is part of a backorder.
Subtotal	Double	False	The subtotal amount for the billing document before taxes and other charges.
Total	Double	False	The total amount for the billing document, including taxes and other charges.
Entglgroup	Int64	False	The general ledger group associated with the billing document.
Currency	String	False	The currency used for the billing document.
Exchratedate	Datetime	False	The date when the exchange rate was applied for the billing document.
Exchratetypes_name	String	False	The name of the exchange rate type applied to the billing document.
Exchrate	Double	False	The exchange rate applied to the billing document.
Schopkey	String	False	The key identifying the sales order for the billing document.
Salescontract	String	False	The sales contract associated with the billing document.
Usedascontract	String	False	Indicates if the billing document is used as a contract.
Trx_subtotal	Double	False	The transaction subtotal for the billing document.
Trx_total	Double	False	The transaction total, including all taxes and charges, for the billing document.
Exch_rate_type_id	String	False	The identifier for the exchange rate type used in the billing document.
Reneweddoc	String	False	Indicates whether the billing document is a renewal of a previous document.
Basecurr	String	False	The base currency used for the billing document.
Systemgenerated	String	False	Indicates whether the billing document was generated by the system.
Invoicerunkey	Int64	False	The key identifying the invoice run associated with the billing document.
Docpar_in_out	String	False	Indicates whether the document is incoming or outgoing.
Megaentitykey	Int64	False	The key identifying the mega entity associated with the billing document.
Megaentityid	String	False	The ID of the mega entity associated with the billing document.
Megaentityname	String	False	The name of the mega entity associated with the billing document.
Record_url	String	False	The URL for accessing the billing document record.

Task

Oversees task assignments within projects or jobs, specifying status, effort, budget, and stakeholder info for efficient tracking.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the task record.
Parentkey	Int64	False	The identifier for the parent task, if applicable.
Name	String	False	The name or title of the task.
Parenttaskname	String	False	The name of the parent task, if applicable.
Projectkey	Int64	False	Unique identifier for the project to which the task belongs.
Projectid	String	False	The ID of the project to which the task is associated.
Projectname	String	False	The name of the project associated with the task.
Projectbegindate	Datetime	False	The start date of the project associated with the task.
Projectenddate	Datetime	False	The end date of the project associated with the task.
Customerkey	Int64	False	The unique identifier for the customer related to the task.
Customerid	String	False	The customer ID associated with the task.
Customername	String	False	The name of the customer related to the task.
Itemkey	Int64	False	The unique identifier for the item associated with the task.
Itemid	String	False	The ID of the item associated with the task.
Itemname	String	False	The name of the item associated with the task.
Pbegindate	Datetime	False	The start date for the planned task duration.
Penddate	Datetime	False	The end date for the planned task duration.
Abegindate	Datetime	False	The actual start date for the task.
Aenddate	Datetime	False	The actual end date for the task.
Budgetqty	Double	False	The planned quantity for the task.
Estqty	Double	False	The estimated quantity for the task.
Actualqty	Double	False	The actual quantity for the task.
Remainingqty	Double	False	The remaining quantity for the task.
Approvedqty	Double	False	The approved quantity for the task.
Percentcomplete	Double	False	The percentage of task completion based on the actual and planned quantities.
Obspercentcomplete	Double	False	The observed percentage of task completion based on available data.
Description	String	False	A detailed description of the task.
Ismilestone	Boolean	False	Indicates whether the task is a milestone.
Utilized	Boolean	False	Indicates whether the task has been utilized.
Billable	Boolean	False	Indicates whether the task is billable.
Taskno	Int64	False	The task number identifier.
Priority	Int64	False	The priority level of the task.
Taskstatus	String	False	The current status of the task.
Timetypekey	Int64	False	The identifier for the type of time associated with the task.
Timetypename	String	False	The name of the time type associated with the task.
Classid	String	False	The class identifier associated with the task.
Classname	String	False	The name of the class associated with the task.
Classkey	Int64	False	The unique identifier for the class associated with the task.
Whencreated	Datetime	False	The date and time when the task was created.
Whenmodified	Datetime	False	The date and time when the task was last modified.
Createdby	Int64	False	The identifier of the user who created the task.
Modifiedby	Int64	False	The identifier of the user who last modified the task.
Record_url	String	False	The URL for accessing the task record.

TaskResources

Tracks resource allocation for tasks, including employee assignments, cost rates, and project linkage for better utilization.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the task resource record.
Taskkey	String	False	The identifier for the task associated with the resource.
Taskname	String	False	The name of the task associated with the resource.
Projectkey	Int64	False	The identifier for the project related to the task resource.
Projectid	String	False	The ID of the project associated with the task resource.
Projectname	String	False	The name of the project associated with the task resource.
Employeekey	Int64	False	The unique identifier for the employee assigned to the task resource.
Employeeid	String	False	The employee ID associated with the task resource.
Employeecontactname	String	False	The contact name of the employee associated with the task resource.
Pbegindate	Datetime	False	The planned start date for the resource allocation.
Penddate	Datetime	False	The planned end date for the resource allocation.
Abegindate	Datetime	False	The actual start date for the resource allocation.
Aenddate	Datetime	False	The actual end date for the resource allocation.
Budgetqty	Double	False	The planned quantity for the resource allocation.
Estqty	Double	False	The estimated quantity for the resource allocation.
Actualqty	Double	False	The actual quantity used for the resource allocation.
Remainingqty	Double	False	The remaining quantity for the resource allocation.
Approvedqty	Double	False	The approved quantity for the resource allocation.
Percentcomplete	Double	False	The percentage of resource allocation completion based on actual and planned quantities.
Description	String	False	A detailed description of the task resource allocation.
Isfulltime	Boolean	False	Indicates whether the resource allocation is full-time.
Whencreated	Datetime	False	The date and time when the task resource was created.
Whenmodified	Datetime	False	The date and time when the task resource was last modified.
Createdby	Int64	False	The identifier of the user who created the task resource.
Modifiedby	Int64	False	The identifier of the user who last modified the task resource.
Record_url	String	False	The URL for accessing the task resource record.

TaxGroup

Stores data about tax groups, detailing group names, codes, applicable tax rates, and configuration across entities.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	The unique name of the tax group.
Recordno	Int64	False	The unique identifier for the tax group record.
Grouptype	String	False	The type of the tax group, indicating the classification or nature of the group.
Whencreated	Datetime	False	The date and time when the tax group was created.
Whenmodified	Datetime	False	The date and time when the tax group was last modified.
Createdby	Int64	False	The identifier of the user who created the tax group.
Modifiedby	Int64	False	The identifier of the user who last modified the tax group.
Megaentitykey	Int64	False	The unique identifier for the mega entity associated with the tax group.
Megaentityid	String	False	The ID of the mega entity associated with the tax group.
Megaentityname	String	False	The name of the mega entity associated with the tax group.
Record_url	String	False	The URL for accessing the tax group record.

TerritoryGroup

Organizes territories into groups for streamlined regional management and reporting, capturing key group attributes.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the territory group record.
Id	String	False	The unique ID of the territory group.
Name	String	False	The name of the territory group.
Description	String	False	A description of the territory group.
Whencreated	Datetime	False	The date and time when the territory group was created.
Whenmodified	Datetime	False	The date and time when the territory group was last modified.
Createdby	Int64	False	The identifier of the user who created the territory group.
Modifiedby	Int64	False	The identifier of the user who last modified the territory group.
Megaentitykey	Int64	False	The unique identifier for the mega entity associated with the territory group.
Megaentityid	String	False	The ID of the mega entity associated with the territory group.
Megaentityname	String	False	The name of the mega entity associated with the territory group.
Record_url	String	False	The URL for accessing the territory group record.

Timesheet

Captures timesheet entries at a summary level, including employee data, total hours, and project or department allocations.

Table Specific Information

Insert

Insert is only supported when UseLegacy=False. The following example illustrates how to insert into Timesheet table:

INSERT INTO Timesheet (Employeeid, Begindate, Itemaggregate) VALUES ('1', '10/05/2014', '<TIMESHEETENTRY><entrydate>10/05/2014</entrydate><qty>1</qty><itemid>901</itemid><projectid>4321</projectid></TIMESHEETENTRY>');

Note: Inserts are not supported with the Legacy API.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the timesheet record.
Description	String	False	A description of the timesheet.
Employeekey	Int64	False	The unique identifier for the employee associated with the timesheet.
Begindate	Datetime	False	The start date for the timesheet period.
Enddate	Datetime	False	The end date for the timesheet period.
Employeeid	String	False	The employee ID associated with the timesheet.
Employeename	String	False	The name of the employee associated with the timesheet.
State	String	False	The state or status of the timesheet.
LinesNUM	Int64	False	The number of lines or entries in the timesheet.
Employeefirstname	String	False	The first name of the employee associated with the timesheet.
Employeelastname	String	False	The last name of the employee associated with the timesheet.
Config	String	False	The configuration settings for the timesheet.
Uom	String	False	The unit of measurement for time entries in the timesheet.
Hoursinday	Double	False	The total number of hours worked per day in the timesheet.
Employee_locationid	String	False	The location ID of the employee associated with the timesheet.
Employee_departmentid	String	False	The department ID of the employee associated with the timesheet.
Employee_classid	String	False	The class ID of the employee associated with the timesheet.
Method	String	False	The method used for calculating time or cost in the timesheet.
Actualcost	Boolean	False	Indicates whether actual cost data is included in the timesheet.
Locationkey	Int64	False	The identifier for the location associated with the timesheet.
Whencreated	Datetime	False	The date and time when the timesheet was created.
Whenmodified	Datetime	False	The date and time when the timesheet was last modified.
Createdby	Int64	False	The identifier of the user who created the timesheet.
Modifiedby	Int64	False	The identifier of the user who last modified the timesheet.
Megaentitykey	Int64	False	The unique identifier for the mega entity associated with the timesheet.
Megaentityid	String	False	The ID of the mega entity associated with the timesheet.
Megaentityname	String	False	The name of the mega entity associated with the timesheet.
Record_url	String	False	The URL for accessing the timesheet record.

TimeType

Defines categories for tracked time (e.g., regular, overtime), specifying associated accounts and earnings types.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	Int64	False	Unique identifier for the time type record.
Name	String	False	The name of the time type.
Accountkey	Int64	False	The account key associated with the time type.
Accountno	String	False	The account number associated with the time type.
Accounttitle	String	False	The account title associated with the time type.
Offsetaccountkey	Int64	False	The offset account key for the time type.
Offsetaccountno	String	False	The offset account number for the time type.
Offsetaccounttitle	String	False	The offset account title for the time type.
Contraaccountkey	Int64	False	The contra account key for the time type.
Contraaccountno	String	False	The contra account number for the time type.
Contraaccounttitle	String	False	The contra account title for the time type.
Status	String	False	The status of the time type.
Earningtypekey	Int64	False	The earning type key for the time type.
Earningtypename	String	False	The name of the earning type associated with the time type.
Megaentitykey	Int64	False	The mega entity key associated with the time type.
Megaentityid	String	False	The mega entity ID associated with the time type.
Megaentityname	String	False	The mega entity name associated with the time type.
Record_url	String	False	The URL for accessing the time type record.

Track

Holds a collection of track items, such as usage logs or progress markers, for auditing and analysis.

Columns


Name	Type	ReadOnly	Description
Createdat	Datetime	True	The date and time when the track item was created.
Createdby	String	True	The user who created the track item.
Name	String	False	The name of the track item.
Id [KEY]	Long	True	The unique identifier of the track item.
Track_description	String	False	A description of the track item.
Updatedat	Datetime	True	The date and time when the track item was last updated.
Updatedby	String	True	The user who last updated the track item.
Comment	String	False	Any additional comments for the track item.
Record_url	String	True	The URL for accessing the track item record.

TransactionRule

Governs financial transaction logic by defining parameters, validations, and triggers within the system.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the transaction rule record.
Name [KEY]	String	False	The name of the transaction rule.
Description	String	False	A description of the transaction rule.
Journalid	String	False	The journal ID associated with the transaction rule.
Status	String	False	The status of the transaction rule.
Whencreated	Datetime	False	The date and time when the transaction rule was created.
Whenmodified	Datetime	False	The date and time when the transaction rule was last modified.
Createdby	Int64	False	The identifier of the user who created the transaction rule.
Modifiedby	Int64	False	The identifier of the user who last modified the transaction rule.
Megaentitykey	Int64	False	The unique identifier for the mega entity associated with the transaction rule.
Megaentityid	String	False	The ID of the mega entity associated with the transaction rule.
Megaentityname	String	False	The name of the mega entity associated with the transaction rule.
Record_url	String	False	The URL for accessing the transaction rule record.

TransactionRuleDetail

Lists the specific configurations tied to a transaction rule, including account overrides, filters, and range limitations.

Columns


Name	Type	ReadOnly	Description
Recordno [KEY]	String	False	Unique identifier for the transaction rule detail record.
Rulekey	Int64	False	The identifier for the associated transaction rule.
Rulename	String	False	The name of the transaction rule.
Seqno	Int64	False	The sequence number for the transaction rule detail.
Description	String	False	A description of the transaction rule detail.
Action	String	False	The action associated with the transaction rule detail.
Itemglgroupkey	Int64	False	The general ledger group key associated with the item.
Itemglgroupname	String	False	The general ledger group name associated with the item.
Post	Boolean	False	Indicates whether the transaction rule detail should be posted.
Subtotalrange	String	False	The subtotal range associated with the transaction rule detail.
Source	String	False	The source of the transaction rule detail.
Rate	Double	False	The rate associated with the transaction rule detail.
Ratenote	String	False	Notes related to the rate of the transaction rule detail.
Dbglacctkey	Int64	False	The debit general ledger account key for the transaction rule detail.
Dbglacctno	String	False	The debit general ledger account number for the transaction rule detail.
Dblockey	Int64	False	The debit location key for the transaction rule detail.
Dblocid	String	False	The debit location ID for the transaction rule detail.
Dblocname	String	False	The debit location name for the transaction rule detail.
Dbdeptkey	Int64	False	The debit department key for the transaction rule detail.
Dbdeptid	String	False	The debit department ID for the transaction rule detail.
Dbdeptname	String	False	The debit department name for the transaction rule detail.
Dbclasskey	Int64	False	The debit class key for the transaction rule detail.
Dbclassid	String	False	The debit class ID for the transaction rule detail.
Dbclassname	String	False	The debit class name for the transaction rule detail.
Dbprojectkey	Int64	False	The debit project key for the transaction rule detail.
Dbprojectid	String	False	The debit project ID for the transaction rule detail.
Dbprojectname	String	False	The debit project name for the transaction rule detail.
Crglacctkey	Int64	False	The credit general ledger account key for the transaction rule detail.
Crglacctno	String	False	The credit general ledger account number for the transaction rule detail.
Crlockey	Int64	False	The credit location key for the transaction rule detail.
Crlocid	String	False	The credit location ID for the transaction rule detail.
Crlocname	String	False	The credit location name for the transaction rule detail.
Crdeptkey	Int64	False	The credit department key for the transaction rule detail.
Crdeptid	String	False	The credit department ID for the transaction rule detail.
Crdeptname	String	False	The credit department name for the transaction rule detail.
Crclasskey	Int64	False	The credit class key for the transaction rule detail.
Crclassid	String	False	The credit class ID for the transaction rule detail.
Crclassname	String	False	The credit class name for the transaction rule detail.
Crprojectkey	Int64	False	The credit project key for the transaction rule detail.
Crprojectid	String	False	The credit project ID for the transaction rule detail.
Crprojectname	String	False	The credit project name for the transaction rule detail.
Whencreated	Datetime	False	The date and time when the transaction rule detail was created.
Whenmodified	Datetime	False	The date and time when the transaction rule detail was last modified.
Createdby	Int64	False	The identifier of the user who created the transaction rule detail.
Modifiedby	Int64	False	The identifier of the user who last modified the transaction rule detail.
Record_url	String	False	The URL for accessing the transaction rule detail record.

TrxCurrencies

Holds information on currencies used in transactions, including currency codes, exchange formats, and related metadata.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the transaction currency record.
Code [KEY]	String	False	The code for the transaction currency.
Fullname	String	False	The full name of the transaction currency.
Symbol	String	False	The symbol associated with the transaction currency.
Iso_code	String	False	The ISO code for the transaction currency.
Format	String	False	The format for displaying the transaction currency.
Name	String	False	The name of the transaction currency.
Subname	String	False	The subname for the transaction currency.
Decimal_sep	String	False	The decimal separator used in the transaction currency.
Thousand_sep	String	False	The thousand separator used in the transaction currency.
Alignment	String	False	The alignment used for displaying the transaction currency.
Numbering_sys	String	False	The numbering system used for the transaction currency.
Isbasecurr	String	False	Indicates if this currency is the base currency.
Locationkey	Int64	False	The location key associated with the transaction currency.
Whencreated	Datetime	False	The date and time when the transaction currency was created.
Whenmodified	Datetime	False	The date and time when the transaction currency was last modified.
Createdby	Int64	False	The ID of the user who created the transaction currency.
Modifiedby	Int64	False	The ID of the user who last modified the transaction currency.
Record_url	String	False	The URL for accessing the transaction currency record.

UoM

Defines units of measure (UoM), setting standardized conversions and usage settings for consistent quantity tracking.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the UoM record.
Name [KEY]	String	False	The name of the UoM.
Issystem	Boolean	False	Indicates whether this UoM is a system-defined UoM.
Invuom	String	False	The inventory UoM associated with this UoM.
Pouom	String	False	The purchase UoM associated with this UoM.
Oeuom	String	False	The order entry UoM associated with this UoM.
Whencreated	Datetime	False	The date and time when this UoM record was created.
Whenmodified	Datetime	False	The date and time when this UoM record was last modified.
Createdby	Int64	False	The user ID of the creator of this UoM record.
Modifiedby	Int64	False	The user ID of the last modifier of this UoM record.
Record_url	String	False	The URL for accessing the UoM record.

UserAdjJrnl

Tracks user-generated journal adjustments, documenting journal details, statuses, and modification timestamps.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	Unique identifier for the user adjustment journal record.
Symbol	String	False	The symbol associated with the user adjustment journal record.
Title [KEY]	String	False	The title of the user adjustment journal record.
Status	String	False	The status of the user adjustment journal record.
Whencreated	Datetime	False	The date and time when this user adjustment journal record was created.
Whenmodified	Datetime	False	The date and time when this user adjustment journal record was last modified.
Createdby	Int64	False	The user ID of the creator of this user adjustment journal record.
Modifiedby	Int64	False	The user ID of the last modifier of this user adjustment journal record.
Useradjbookkey	String	False	The user adjustment book key associated with this journal record.
Useradjbookid	String	False	The user adjustment book ID associated with this journal record.
Record_url	String	False	The URL for accessing the user adjustment journal record.

UserInfo

Captures user credentials and profile data, including contact details and system preferences for each Intacct user.

Columns


Name	Type	ReadOnly	Description
Loginid [KEY]	String	False	The unique login ID of the user.
Description	String	False	The description of the user.
Contactinfo_contactname	String	False	The full contact name of the user.
Contactinfo_prefix	String	False	The prefix for the user's name (for example, Mr., Mrs.).
Contactinfo_firstname	String	False	The first name of the user.
Contactinfo_initial	String	False	The initial of the user.
Contactinfo_lastname	String	False	The last name of the user.
Contactinfo_companyname	String	False	The company name associated with the user.
Contactinfo_printas	String	False	The name to be used for printing purposes.
Contactinfo_phone1	String	False	The primary phone number of the user.
Contactinfo_phone2	String	False	The secondary phone number of the user.
Contactinfo_cellphone	String	False	The cellphone number of the user.
Contactinfo_pager	String	False	The pager number of the user.
Contactinfo_fax	String	False	The fax number of the user.
Contactinfo_email1	String	False	The primary email address of the user.
Contactinfo_email2	String	False	The secondary email address of the user.
Contactinfo_url1	String	False	The first URL associated with the user.
Contactinfo_url2	String	False	The second URL associated with the user.
Contactinfo_mailaddress_address1	String	False	The primary address line of the user.
Contactinfo_mailaddress_address2	String	False	The secondary address line of the user.
Contactinfo_mailaddress_city	String	False	The city of the user's address.
Contactinfo_mailaddress_state	String	False	The state of the user's address.
Contactinfo_mailaddress_zip	String	False	The ZIP code of the user's address.
Contactinfo_mailaddress_country	String	False	The country of the user's address.
Contactinfo_mailaddress_countrycode	String	False	The country code of the user's address.
Admin	String	False	Indicates whether the user is an admin.
Usertype	String	False	The type of user (for example, regular, admin, etc.).
Visible	String	False	Indicates whether the user is visible in the system.
Status	String	False	The status of the user (for example, active, inactive).
Unrestricted	Boolean	False	Indicates if the user has unrestricted access.
Logindisabled	Boolean	False	Indicates whether the user's login is disabled.
Pwdneverexpires	Boolean	False	Indicates whether the user's password never expires.
Resetpassword	String	False	Indicates if the user's password has been reset.
Pwdqlynotenforced	Boolean	False	Indicates whether password quality is not enforced.
Whencreated	Datetime	False	The date and time when this user record was created.
Whenmodified	Datetime	False	The date and time when this user record was last modified.
Createdby	Int64	False	The user ID of the creator of this user record.
Modifiedby	Int64	False	The user ID of the last modifier of this user record.
Recordno	Int64	False	The unique identifier of the user record.
Contactkey	Int64	False	The contact key associated with the user.
Chatter_disabled	Boolean	False	Indicates whether the user's chatter feature is disabled.
Megaentitykey	Int64	False	The megaentity key associated with the user.
Megaentityid	String	False	The megaentity ID associated with the user.
Megaentityname	String	False	The name of the megaentity associated with the user.
Record_url	String	False	The URL for accessing the user record.

UserRoles

Defines roles within the system and the users associated with them, guiding functional access and authorization.

Columns


Name	Type	ReadOnly	Description
Rolename [KEY]	String	False	The name of the role assigned to the user.
Userid	String	False	The unique identifier for the user associated with the role.
Record_url	String	False	The URL for accessing the user role record.

Vendor

Holds vendor records, capturing addresses, payment terms, and financial settings for accounts payable processes.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	The unique identifier for each vendor record.
Vendorid [KEY]	String	False	The unique identifier for the vendor in the system.
Name	String	False	The full name of the vendor.
Name1099	String	False	The name of the vendor used for tax reporting purposes (Form 1099).
Parentkey	String	False	The identifier for the parent entity of the vendor, if applicable.
Parentid	String	False	The unique identifier of the parent company, if applicable.
Parentname	String	False	The name of the parent company, if applicable.
Displaycontact_contactname	String	False	The name of the primary contact for the vendor.
Displaycontact_companyname	String	False	The company name of the primary contact.
Displaycontact_prefix	String	False	The prefix (e.g., Mr., Ms.) for the primary contact's name.
Displaycontact_firstname	String	False	The first name of the primary contact.
Displaycontact_lastname	String	False	The last name of the primary contact.
Displaycontact_initial	String	False	The initials of the primary contact.
Displaycontact_printas	String	False	The name format for printing the vendor contact (e.g., First Last, Last, First).
Displaycontact_taxable	Boolean	False	Indicates whether the vendor's payments are taxable.
Displaycontact_taxgroup	String	False	The tax group to which the vendor belongs.
Displaycontact_phone1	String	False	The primary phone number for the vendor contact.
Displaycontact_phone2	String	False	An alternate phone number for the vendor contact.
Displaycontact_cellphone	String	False	The cell phone number for the vendor contact.
Displaycontact_pager	String	False	The pager number for the vendor contact.
Displaycontact_fax	String	False	The fax number for the vendor contact.
Displaycontact_email1	String	False	The primary email address for the vendor contact.
Displaycontact_email2	String	False	An alternate email address for the vendor contact.
Displaycontact_url1	String	False	The first website URL associated with the vendor contact.
Displaycontact_url2	String	False	An alternate website URL for the vendor contact.
Displaycontact_visible	Boolean	False	Indicates whether the vendor contact is visible in reports and listings.
Displaycontact_mailaddress_address1	String	False	The first line of the vendor's mail address.
Displaycontact_mailaddress_address2	String	False	The second line of the vendor's mail address.
Displaycontact_mailaddress_city	String	False	The city of the vendor's mail address.
Displaycontact_mailaddress_state	String	False	The state of the vendor's mail address.
Displaycontact_mailaddress_zip	String	False	The postal code of the vendor's mail address.
Displaycontact_mailaddress_country	String	False	The country of the vendor's mail address.
Displaycontact_mailaddress_countrycode	String	False	The country code of the vendor's mail address.
Displaycontact_status	String	False	The status of the vendor contact (e.g., active, inactive).
Entity	String	False	The associated entity or organization for the vendor.
Termname	String	False	The payment terms for the vendor.
Termvalue	String	False	The specific value of the vendor's payment terms.
Vendoraccountno	String	False	The account number for the vendor.
Taxid	String	False	The tax identification number for the vendor.
Creditlimit	Double	False	The credit limit associated with the vendor.
Totaldue	Double	False	The total amount due from the vendor.
Billingtype	String	False	The type of billing arrangement for the vendor.
Vendtype	String	False	The vendor type classification (e.g., regular, temporary).
Vendtype1099type	String	False	The vendor's 1099 form type classification.
Glgroup	String	False	The general ledger group associated with the vendor.
Priceschedule	String	False	The pricing schedule used for the vendor's products or services.
Discount	Double	False	The discount percentage applied to transactions with the vendor.
Pricelist	String	False	The price list associated with the vendor.
Comments	String	False	Additional comments or notes regarding the vendor.
Accountlabel	String	False	The account label for the vendor's financial transactions.
Apaccount	String	False	The accounts payable account associated with the vendor.
Apaccounttitle	String	False	The title of the accounts payable account for the vendor.
Form1099type	String	False	The 1099 tax form type used for the vendor.
Form1099box	String	False	The box number on the 1099 form where the vendor's income is reported.
Paymentpriority	String	False	The priority of payment for the vendor (e.g., high, low).
Contactinfo_contactname	String	False	The full name of the primary contact for the vendor.
Contactinfo_prefix	String	False	The prefix (e.g., Mr., Ms.) of the vendor's primary contact.
Contactinfo_firstname	String	False	The first name of the vendor's primary contact.
Contactinfo_initial	String	False	The initials of the vendor's primary contact.
Contactinfo_lastname	String	False	The last name of the vendor's primary contact.
Contactinfo_companyname	String	False	The company name of the vendor's primary contact.
Contactinfo_printas	String	False	The preferred display name format for the vendor's primary contact.
Contactinfo_phone1	String	False	The primary phone number for the vendor's primary contact.
Contactinfo_phone2	String	False	The secondary phone number for the vendor's primary contact.
Contactinfo_cellphone	String	False	The mobile phone number for the vendor's primary contact.
Contactinfo_pager	String	False	The pager number for the vendor's primary contact.
Contactinfo_fax	String	False	The fax number for the vendor's primary contact.
Contactinfo_email1	String	False	The primary email address for the vendor's primary contact.
Contactinfo_email2	String	False	The secondary email address for the vendor's primary contact.
Contactinfo_url1	String	False	The primary website URL for the vendor's primary contact.
Contactinfo_url2	String	False	The secondary website URL for the vendor's primary contact.
Contactinfo_visible	Boolean	False	Indicates whether the vendor's contact information is visible in reports.
Contactinfo_mailaddress_address1	String	False	The first line of the mailing address for the vendor's primary contact.
Contactinfo_mailaddress_address2	String	False	The second line of the mailing address for the vendor's primary contact.
Contactinfo_mailaddress_city	String	False	The city of the mailing address for the vendor's primary contact.
Contactinfo_mailaddress_state	String	False	The state of the mailing address for the vendor's primary contact.
Contactinfo_mailaddress_zip	String	False	The postal code of the mailing address for the vendor's primary contact.
Contactinfo_mailaddress_country	String	False	The country of the mailing address for the vendor's primary contact.
Contactinfo_mailaddress_countrycode	String	False	The country code of the mailing address for the vendor's primary contact.
Payto_contactname	String	False	The full name of the vendor's payment contact.
Payto_prefix	String	False	The prefix (e.g., Mr., Ms.) of the vendor's payment contact.
Payto_firstname	String	False	The first name of the vendor's payment contact.
Payto_initial	String	False	The initials of the vendor's payment contact.
Payto_lastname	String	False	The last name of the vendor's payment contact.
Payto_companyname	String	False	The company name of the vendor's payment contact.
Payto_printas	String	False	The preferred display name format for the vendor's payment contact.
Payto_phone1	String	False	The primary phone number for the vendor's payment contact.
Payto_phone2	String	False	The secondary phone number for the vendor's payment contact.
Payto_cellphone	String	False	The mobile phone number for the vendor's payment contact.
Payto_pager	String	False	The pager number for the vendor's payment contact.
Payto_fax	String	False	The fax number for the vendor's payment contact.
Payto_email1	String	False	The primary email address for the vendor's payment contact.
Payto_email2	String	False	The secondary email address for the vendor's payment contact.
Payto_url1	String	False	The primary website URL for the vendor's payment contact.
Payto_url2	String	False	The secondary website URL for the vendor's payment contact.
Payto_visible	Boolean	False	Indicates whether the vendor's payment contact information is visible in reports.
Payto_mailaddress_address1	String	False	The first line of the mailing address for the vendor's payment contact.
Payto_mailaddress_address2	String	False	The second line of the mailing address for the vendor's payment contact.
Payto_mailaddress_city	String	False	The city of the mailing address for the vendor's payment contact.
Payto_mailaddress_state	String	False	The state of the mailing address for the vendor's payment contact.
Payto_mailaddress_zip	String	False	The postal code of the mailing address for the vendor's payment contact.
Payto_mailaddress_country	String	False	The country of the mailing address for the vendor's payment contact.
Payto_mailaddress_countrycode	String	False	The country code of the mailing address for the vendor's payment contact.
Returnto_contactname	String	False	The full name of the return-to contact for the vendor.
Returnto_prefix	String	False	The prefix (e.g., Mr., Ms.) of the return-to contact for the vendor.
Returnto_firstname	String	False	The first name of the return-to contact for the vendor.
Returnto_initial	String	False	The initials of the return-to contact for the vendor.
Returnto_lastname	String	False	The last name of the return-to contact for the vendor.
Returnto_companyname	String	False	The company name of the return-to contact for the vendor.
Returnto_printas	String	False	The preferred display name format for the return-to contact for the vendor.
Returnto_phone1	String	False	The primary phone number for the return-to contact for the vendor.
Returnto_phone2	String	False	The secondary phone number for the return-to contact for the vendor.
Returnto_cellphone	String	False	The mobile phone number for the return-to contact for the vendor.
Returnto_pager	String	False	The pager number for the return-to contact for the vendor.
Returnto_fax	String	False	The fax number for the return-to contact for the vendor.
Returnto_email1	String	False	The primary email address for the return-to contact for the vendor.
Returnto_email2	String	False	The secondary email address for the vendor's return-to contact.
Returnto_url1	String	False	The primary website URL for the vendor's return-to contact.
Returnto_url2	String	False	The secondary website URL for the vendor's return-to contact.
Returnto_visible	Boolean	False	Indicates whether the vendor's return-to contact information is visible in reports.
Returnto_mailaddress_address1	String	False	The first line of the mailing address for the vendor's return-to contact.
Returnto_mailaddress_address2	String	False	The second line of the mailing address for the vendor's return-to contact.
Returnto_mailaddress_city	String	False	The city of the mailing address for the vendor's return-to contact.
Returnto_mailaddress_state	String	False	The state of the mailing address for the vendor's return-to contact.
Returnto_mailaddress_zip	String	False	The postal code of the mailing address for the vendor's return-to contact.
Returnto_mailaddress_country	String	False	The country of the mailing address for the vendor's return-to contact.
Returnto_mailaddress_countrycode	String	False	The country code of the mailing address for the vendor's return-to contact.
Status	String	False	The current status of the vendor (e.g., active, inactive).
Paydatevalue	String	False	The scheduled payment date for the vendor.
Onetime	Boolean	False	Indicates whether this is a one-time vendor transaction.
Onhold	Boolean	False	Indicates whether the vendor account is on hold for payments or other reasons.
Whenmodified	Datetime	False	The date and time when the vendor record was last modified.
Isowner	Boolean	False	Indicates whether the vendor is the owner of the account or entity.
Donotcutcheck	Boolean	False	Indicates whether checks should not be issued to the vendor.
Owner_eqglaccount	String	False	The general ledger account associated with the vendor's owner.
Owner_eqglaccountlabel	String	False	The label for the general ledger account associated with the vendor's owner.
Owner_holddist	Boolean	False	Indicates whether distribution to the vendor's owner is on hold.
Owner_accountlabel_label	String	False	The account label for the vendor's owner account.
Currency	String	False	The currency used for transactions with the vendor.
Achenabled	Boolean	False	Indicates whether ACH payments are enabled for the vendor.
Wireenabled	Boolean	False	Indicates whether wire transfers are enabled for the vendor.
Checkenabled	Boolean	False	Indicates whether checks are enabled for the vendor's payments.
Achbankroutingnumber	String	False	The ACH bank routing number for the vendor's bank account.
Achaccounttype	String	False	The type of ACH account used by the vendor (e.g., checking, savings).
Achremittancetype	String	False	The type of ACH remittance for payments to the vendor.
Wirebankname	String	False	The name of the bank for wire transfers to the vendor.
Wirebankroutingnumber	String	False	The routing number of the bank for wire transfers to the vendor.
Wireaccounttype	String	False	The type of wire transfer account used by the vendor.
Pmplusremittancetype	String	False	The remittance type for payments made via PMPlus to the vendor.
Pmplusemail	String	False	The primary email address for the vendor's PMPlus account.
Pmplusfax	String	False	The fax number for the vendor's PMPlus account.
Displaytermdiscount	Boolean	False	Indicates whether a term discount is displayed for the vendor.
Oeprclstkey	Int64	False	The key identifier for the vendor's order entry pricing list.
Displocacctnocheck	Boolean	False	Indicates whether checks are restricted from being issued to the vendor's account.
Whencreated	Datetime	False	The date and time when the vendor record was created.
Createdby	Int64	False	The ID of the user who created the vendor record.
Modifiedby	Int64	False	The ID of the user who last modified the vendor record.
Paymentnotify	Boolean	False	Indicates whether the vendor should be notified of payment status.
Paymethodkey	String	False	The key identifier for the vendor's preferred payment method.
Objectrestriction	String	False	Restrictions applied to the vendor record, such as payment or credit terms.
Mergepaymentreq	Boolean	False	Indicates whether the vendor requires merged payments for multiple invoices.
Displaycontactkey	Int64	False	The key identifier for the vendor's primary display contact.
Primarycontactkey	Int64	False	The key identifier for the vendor's primary contact.
Paytokey	Int64	False	The key identifier for the vendor's pay-to contact information.
Returntokey	Int64	False	The key identifier for the vendor's return-to contact information.
Accountlabelkey	Int64	False	The key identifier for the account label associated with the vendor.
Accountkey	Int64	False	The key identifier for the vendor's financial account.
Vendtypekey	Int64	False	The key identifier for the vendor type classification.
Glgrpkey	Int64	False	The key identifier for the vendor's general ledger group.
Termskey	Int64	False	The key identifier for the vendor's payment terms.
Vendoracctnokey	Int64	False	The key identifier for the vendor's account number.
Paymethodrec	Int64	False	The record identifier for the vendor's payment method details.
Outsourcecheck	Boolean	False	Indicates whether the vendor's checks should be outsourced for processing.
Outsourcecheckstate	String	False	The current state of the vendor's outsourced check processing.
Outsourceach	Boolean	False	Indicates whether the vendor's ACH transactions should be outsourced for processing.
Outsourceachstate	String	False	The current state of the vendor's outsourced ACH transaction processing.
Vendorachaccountid	String	False	The ACH account ID used by the vendor for transactions.
Vendoraccountoutsourceach	String	False	The account identifier for the vendor's outsourced ACH account.
Offsetglaccountno	String	False	The general ledger account number used for offsetting vendor transactions.
Offsetglaccountnotitle	String	False	The title for the general ledger account used for offsetting vendor transactions.
Megaentitykey	Int64	False	The key identifier for the vendor's mega entity classification.
Megaentityid	String	False	The identifier for the vendor's mega entity.
Megaentityname	String	False	The name of the vendor's mega entity.
Record_url	String	False	The URL for accessing the vendor's record in the system.

VendorGroup

Contains detailed information about vendor groups, including group attributes, associated entities, and creation/modification details.

Table Specific Info

When INSERTing a Vendorgroup with GroupType='ALL', Memberfilters and a Sortfield must be set. 'Memberfilters' should be set to an XML aggregate determining the conditions for inclusion in the group, and 'Sortfield' should be set to a Vendorgroup field.

INSERT INTO Vendorgroup (Id, Name, Grouptype, SORTFIELD, MEMBERFILTERS) 
	VALUES 
		('123abcde',
		'123abcde', 
		'ALL', 
		'VENDORID', 
		'<filter>
			<MEMBERFILTERS><FIELD>VENDTYPE</FIELD><OPERATOR>=</OPERATOR><VALUE>Supplier</VALUE></MEMBERFILTERS>
			<MEMBERFILTERS><FIELD>City</FIELD><OPERATOR>=</OPERATOR><VALUE>Burnham</VALUE></MEMBERFILTERS>
		</filter>')

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	The unique identifier for the vendor group.
Recordno	String	False	A unique record number for the vendor group used for internal purposes.
Name	String	False	The name of the vendor group.
Description	String	False	A description providing more details about the vendor group.
Grouptype	String	False	The type of group, which categorizes the vendor group (e.g., active, inactive).
Whencreated	Datetime	False	The date and time when the vendor group was created.
Whenmodified	Datetime	False	The date and time when the vendor group was last modified.
Createdby	Int64	False	The ID of the user who created the vendor group.
Modifiedby	Int64	False	The ID of the user who last modified the vendor group.
Megaentitykey	Int64	False	The key identifier for the mega entity associated with the vendor group.
Megaentityid	String	False	The unique ID of the mega entity associated with the vendor group.
Megaentityname	String	False	The name of the mega entity associated with the vendor group.

Pseudo-Columns


Name	Type	Description
Memberfilters	String	Filters applied to the members of the vendor group, such as status or location.
SortField	String	The field by which the vendor group data will be sorted (e.g., by name or creation date).
ConditionType	String	The logical condition type used to filter the vendor group members. Valid values are 'AND' or 'OR'.

VendorVisibility

Controls which vendors are visible to specific departments or locations, enforcing access and compliance requirements.

Columns


Name	Type	ReadOnly	Description
Vendorid [KEY]	String	False	The unique identifier for the vendor in the VendorVisibility table.
Name	String	False	The name of the vendor associated with the visibility settings.
Visibility	String	False	The visibility status of the vendor (for example, visible, hidden).
Restrictedlocations	String	False	A list of locations where the vendor's visibility is restricted.
Restricteddepartments	String	False	A list of departments where the vendor's visibility is restricted.
Record_url	String	False	The URL for accessing the vendor's visibility record.

VendType

Classifies vendors into types, including tax classification, parent relationships, and additional configuration details.

Columns


Name	Type	ReadOnly	Description
Name [KEY]	String	False	The name of the vendor type.
Parent_name	String	False	The name of the parent vendor type, if applicable.
Status	String	False	The current status of the vendor type (e.g., active, inactive).
Form1099type	String	False	The type of 1099 form used for reporting payments to vendors of this type.
Form1099box	String	False	The box number on the 1099 form used for reporting payments to vendors of this type.
Recordno	Int64	False	A unique identifier for the vendor type record.
Whencreated	Datetime	False	The date and time when the vendor type was created.
Whenmodified	Datetime	False	The date and time when the vendor type was last modified.
Createdby	Int64	False	The ID of the user who created the vendor type.
Modifiedby	Int64	False	The ID of the user who last modified the vendor type.
Megaentitykey	Int64	False	The key identifier for the mega entity associated with the vendor type.
Megaentityid	String	False	The unique ID of the mega entity associated with the vendor type.
Megaentityname	String	False	The name of the mega entity associated with the vendor type.
Record_url	String	False	The URL for accessing the vendor type record in the system.

Warehouse

Manages warehouse data, capturing addresses, operational details, and inventory controls for each storage facility.

Columns


Name	Type	ReadOnly	Description
Recordno	Int64	False	The unique identifier for the warehouse record.
Locationid [KEY]	String	False	The unique identifier for the warehouse location.
Name	String	False	The name of the warehouse location.
Parent_locationid	String	False	The ID of the parent warehouse location, if applicable.
Manager_name	String	False	The name of the warehouse manager.
Managerid	String	False	The unique identifier for the warehouse manager.
Contactinfo_contactname	String	False	The contact name for the warehouse.
Shipto_contactname	String	False	The shipping contact name for the warehouse.
Usedingl	Boolean	False	Indicates whether the warehouse is using a designated general ledger.
Status	String	False	The operational status of the warehouse (e.g., active, inactive).
Whencreated	Datetime	False	The date and time when the warehouse record was created.
Whenmodified	Datetime	False	The date and time when the warehouse record was last modified.
Createdby	Int64	False	The ID of the user who created the warehouse record.
Modifiedby	Int64	False	The ID of the user who last modified the warehouse record.
Megaentitykey	Int64	False	The key identifier for the mega entity associated with the warehouse.
Megaentityid	String	False	The unique ID of the mega entity associated with the warehouse.
Megaentityname	String	False	The name of the mega entity associated with the warehouse.
Record_url	String	False	The URL for accessing the warehouse record in the system.

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Sage Intacct Connector for CData Sync Views


Name	Description
AccountBalance	Contains comprehensive account balance details, including historical data and summaries for financial reporting.
ACHBank	Captures configurations and details for ACH bank setups, aiding in electronic payment processes.
AllocationEntry	Details individual allocation components, covering related dimensions and associated financial entities.
APAdjustmentItem	Details line items in accounts payable adjustments, covering accounts, amounts, and allocation dimensions.
APBillItem	Provides line-level details for items in accounts payable bills, including allocation and cost specifics.
APBillPayment	Tracks payments made for accounts payable bills, recording amounts, payment states, and related data.
APIUsageDetail	Provides granular data on API usage, tracking functions, client interactions, and transaction details.
APIUsageSummary	Summarizes API usage data, including transaction counts, client types, and daily summaries.
APPayment	Captures information on payments made in the accounts payable module, including vendor details and amounts.
APPaymentItem	Details specific items within accounts payable payments, highlighting allocation, amounts, and associated entities.
APPaymentRequest	Tracks accounts payable payment requests, including statuses, amounts, and related scheduling data.
APRecurBillEntry	Tracks individual entries in recurring AP bills, covering amounts, allocations, and related projects or entities.
ARAdjustmentItem	Details line items associated with accounts receivable adjustments for in-depth reporting and tracking.
ARInvoiceItem	Details line items in accounts receivable invoices, providing financial and dimensional insights.
ARPayment	Provides detailed records of accounts receivable payments, including transaction statuses and related metadata.
ARPaymentItem	Tracks individual items within AR payments, offering insights into payment allocation and transaction details.
ARRecurInvoice	Handles retrieval of AR recurring invoice report data.
ARRecurInvoiceEntry	Tracks detailed entries for recurring AR invoices, covering line items, amounts, and related dimensions.
Attachments	Stores and manages attachment records, enabling linkage to related transactions or entities.
BankFee	Details bank fees, including associated accounts, transactions, and financial entities.
BankFeeEntry	Captures line-level data for bank fees, detailing amounts, allocations, and relevant dimensions.
BillingSchedule	Provides information about billing schedules, including methods, statuses, and related transactions.
CCTransaction	Retrieves details about credit card transactions, including financial entity, payment information, and status.
CCTransactionEntry	Retrieves detailed line items related to credit card transactions, including account, department, location, and project details.
ChargePayoff	Tracks charge payoff transactions, documenting statuses, financial entities, and reversal information.
ChargePayoffEntry	Provides detailed line items for charge payoff transactions, including accounts, amounts, and dimensions.
ClassGroup	Manages class groups, capturing group types, relationships, and associated entities.
CNSAcctBal	Provides consolidated account balance data, summarizing financial entries and subsidiary relationships.
Company	Stores company information, covering legal, operational, and contact-related metadata.
Contractbillingschedule	Metadata for managing contract billing schedules in Sage Intacct.
Contractbillingschedule	Tracks revenue schedules for contracts, supporting financial reporting and compliance.
CreditCardFee	Details fees associated with credit card transactions, including allocations and related accounts.
CreditCardFeeEntry	Tracks line items for credit card fees, documenting amounts, accounts, and financial allocations.
DDSJob	Tracks data delivery service jobs, documenting statuses, schedules, and related entities.
DepartmentGroup	Retrieves report data for department groups.
Deposit	Records deposit transactions, detailing amounts, accounts, and associated financial data.
DepositEntry	Provides detailed line items for deposits, including accounts, amounts, and transaction metadata.
DimensionRelationships	Maps relationships between dimension objects, providing integration and hierarchy information.
Dimensions	Lists all standard and user-defined dimensions in a company, enabling detailed financial analysis.
EExpensesItem	Provides line-level details for employee expense items, documenting allocations and related projects.
EExpensesPayment	Tracks payments for employee expenses, recording amounts, statuses, and transaction details.
EPPayment	Tracks payments made to employees, including amounts, methods, and transaction metadata.
EPPaymentItem	Details line items for employee payments, documenting allocations and associated transactions.
EPPaymentRequest	Tracks employee payment requests, recording amounts, statuses, and related data.
ExchangeRateEntry	Tracks detailed entries for exchange rates, documenting rate values and associated periods.
ExchangeRateTypes	Defines types of exchange rates, linking them to currencies and operational configurations.
ExpenseAdjustmentsItem	Provides line-level details for expense adjustments, documenting accounts, amounts, and allocations.
FundsTransfer	Tracks fund transfers between accounts, including amounts, currencies, and transaction statuses.
FundsTransferEntry	Provides detailed line items for fund transfers, documenting accounts, amounts, and dimensions.
GLAccountBalance	Tracks the balances of GL accounts, including details on transactions and period summaries, to aid in financial reporting and reconciliation.
GLAcctGrpHierarchy	Provides a hierarchical representation of GL account groups, detailing member accounts and their attributes for structured reporting.
GLDetail	Contains granular details of General Ledger (GL) entries, including transaction data for precise financial tracking.
GLEntry	Stores information about individual GL entries, including amounts, accounts, and supporting details for journal postings.
GLResolve	Supports the resolution and reconciliation of General Ledger (GL) entries, facilitating error correction and reporting.
InvDocumentEntry	Provides detailed line item information for invoicing documents, including descriptions, quantities, and amounts.
InvDocumentSubtotals	Retrieves subtotal data for invoicing documents, including item totals, taxes, and other aggregates.
InvoiceRun	Tracks details of invoice runs, including batch processing information and associated summaries.
InvPriceListEntry	Provides line-item level pricing data for price lists, including quantity breaks, item-specific pricing, and related conditions.
InvRecurSubtotals	Tracks recurring subtotal calculations for invoicing, supporting periodic billing cycles and aggregate tracking.
ItemComponent	Details the components comprising a single item, including their quantities and costs, for assembly and tracking.
ItemGroup	Defines groupings of items, including shared attributes and member details, to simplify product categorization.
LocationGroup	Manages grouping information for multiple locations, detailing membership and operational attributes for streamlined oversight.
OtherReceipts	Tracks receipts outside standard invoices, capturing creation dates, payment details, and metadata for financial reconciliation.
OtherReceiptsEntry	Maintains line-level details for miscellaneous receipts, including allocations to specific accounts, departments, or projects.
PODocument	Stores comprehensive details for Purchase Order (PO) documents, capturing statuses, associated vendors, and workflow data.
PODocumentEntry	Details individual line items in a PO, covering item information, quantity, pricing, and other relevant metadata.
PODocumentSubtotals	Provides detailed subtotal data for purchase order (PO) documents, including values, percentages, and related metadata.
POPriceListEntry	Captures line-level pricing rules for POs, detailing item-specific rates, quantities, effective dates, and conditions.
PORecurSubtotals	Tracks recurring subtotal data for POs, including periodic cost updates, discounts, and associated attributes.
PSADocumentEntry	Details line entries within PSA documents, capturing item-level pricing, taxes, and project or vendor links.
RecurDocumentEntry	Stores recurring document data at the entry level, capturing periodic line items, associated amounts, and schedule details for automating repetitive transactions.
RecurGLEntry	Contains individual entries within recurring GL batches, detailing accounts, amounts, and effective dates for consistent financial postings.
RevRecChangeLog	Logs changes to revenue recognition settings, tracking modifications and user details for audit trails and compliance.
RevRecScheduleEntryTask	Tracks tasks associated with revenue recognition schedule entries, including planned and actual progress for accurate forecasting.
SODocumentEntry	Provides line-level detail for SO documents, including items, pricing, taxes, and references to related records.
SODocumentSubtotals	Contains subtotal information for sales order (SO) documents, including values such as absolute amounts, percentages, totals, and relevant dimension keys for various categories like project, vendor, employee, and item.
SOPriceListEntry	Contains the entries for sales order (SO) price lists, including details for specific items, pricing, quantity limits, and associated employee or sale information.
SORecurDocument	Holds data for recurring SO documents, managing repeated transactions, billing schedules, and customer payment details.
SORecurSubtotals	Contains subtotal data for recurring sales orders (SO), including values for absolute amounts, percentages, and totals, along with associated project, vendor, employee, and location details.
STKitDocumentEntry	Offers line-level insights into stock kit document entries, capturing kit components, pricing, and quantity data.
Subscriptions	Documents subscription services, including contract terms, recurring billing cycles, and associated product or service details.
TerritoryGrpMember	Identifies individual territories within a territory group, detailing membership and associated metadata for comprehensive coverage.
TimesheetEntry	Provides line-level detail within timesheets, recording daily hours, tasks, projects, and cost allocation details.
TransTmplBatch	Stores batched transaction template data, enabling bulk handling of repeated transaction patterns.
TransTmplEntry	Provides detailed line items for transaction templates, including account, project, vendor, and item associations.
TrialBalances	Compiles trial balance data, including debits, credits, and adjustments for specified accounting periods.
TrialBalancesDepartmentDetail	Breaks down trial balances by department, showing account-level debits, credits, and adjustments for departmental analysis.
TrialBalancesLocationDetail	Offers a location-based trial balance view, itemizing financial data and enabling site-specific financial oversight.
UoMDetail	Expands on UoM data with conversion factors and additional metadata for precise measurement across transactions.
UserRights	Outlines access privileges and permissions assigned to users, covering application modules and record-level visibility.
WfpmPaymentRequest	Stores information about payment requests, including requested amounts, statuses, and links to vendor or financial data.

AccountBalance

Contains comprehensive account balance details, including historical data and summaries for financial reporting.

Columns


Name	Type	Description
Glaccountno	Double	The unique general ledger account number associated with the account balance.
StartBalance	Double	The opening balance of the account for the specified period.
Debits	Double	The total debits applied to the account during the specified period.
Credits	Double	The total credits applied to the account during the specified period.
AdjDebits	Double	The total adjusted debits for the account during the specified period.
AdjCredits	Double	The total adjusted credits for the account during the specified period.
EndBalance	Double	The closing balance of the account for the specified period.
ReportingBook	String	The reporting book used for the account balance, such as a specific ledger or consolidation.
Currency	String	The currency in which the account balance is recorded.

Pseudo-Columns


Name	Type	Description
StartDate	String	The starting date for the account balance query, required if reporting period name is not specified.
EndDate	String	The ending date for the account balance query, required if reporting period name is not specified.
StartAccountNo	String	The starting account number range for the query, required if reporting period name is not specified.
EndAccountNo	String	The ending account number range for the query, required if reporting period name is not specified.
ShowZeroBalances	String	Indicates whether to include accounts with zero balances in the results.

ACHBank

Captures configurations and details for ACH bank setups, aiding in electronic payment processes.

Columns


Name	Type	Description
ACHBankid [KEY]	String	The unique identifier for the ACH bank.
Destinationname	String	The name of the destination for the ACH bank.
Destinationid	String	The identifier for the destination associated with the ACH bank.
Originname	String	The name of the origin associated with the ACH bank.
Originid	String	The identifier for the origin associated with the ACH bank.
Referencecode	String	A reference code for the ACH bank configuration.
Status	String	The current status of the ACH bank (for example, active or inactive).
Whencreated	Datetime	The timestamp indicating when the ACH bank record was created.
Whenmodified	Datetime	The timestamp indicating when the ACH bank record was last modified.
Createdby	Int64	The identifier of the user or process that created the ACH bank record.
Modifiedby	Int64	The identifier of the user or process that last modified the ACH bank record.
Recordno	Int64	A unique record number for the ACH bank entry.
Eofmarker	Boolean	Indicates whether this is the end of the file marker for ACH processing.
Megaentitykey	Int64	The unique key for the associated mega entity.
Megaentityid	String	The identifier for the associated mega entity.
Megaentityname	String	The name of the associated mega entity.
Record_url	String	The URL linking to the detailed record of the ACH bank.

AllocationEntry

Details individual allocation components, covering related dimensions and associated financial entities.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the allocation entry record.
Value	Double	The value associated with the allocation entry.
Locationid	String	The identifier for the location associated with the allocation entry.
Departmentid	String	The identifier for the department associated with the allocation entry.
Projectid	String	The identifier for the project associated with the allocation entry.
Projectname	String	The name of the project associated with the allocation entry.
Customerid	String	The identifier for the customer associated with the allocation entry.
Customername	String	The name of the customer associated with the allocation entry.
Vendorid	String	The identifier for the vendor associated with the allocation entry.
Vendorname	String	The name of the vendor associated with the allocation entry.
Employeeid	String	The identifier for the employee associated with the allocation entry.
Employeename	String	The name of the employee associated with the allocation entry.
Itemid	String	The identifier for the item associated with the allocation entry.
Itemname	String	The name of the item associated with the allocation entry.
Classid	String	The identifier for the class associated with the allocation entry.
Classname	String	The name of the class associated with the allocation entry.
Whencreated	Datetime	The timestamp indicating when the allocation entry was created.
Whenmodified	Datetime	The timestamp indicating when the allocation entry was last modified.
Createdby	Int64	The identifier of the user or process that created the allocation entry.
Modifiedby	Int64	The identifier of the user or process that last modified the allocation entry.
Projectdimkey	Int64	The unique key for the project dimension associated with the allocation entry.
Customerdimkey	Int64	The unique key for the customer dimension associated with the allocation entry.
Vendordimkey	Int64	The unique key for the vendor dimension associated with the allocation entry.
Employeedimkey	Int64	The unique key for the employee dimension associated with the allocation entry.
Itemdimkey	Int64	The unique key for the item dimension associated with the allocation entry.
Classdimkey	Int64	The unique key for the class dimension associated with the allocation entry.
Record_url	String	The URL linking to the detailed record of the allocation entry.

APAdjustmentItem

Details line items in accounts payable adjustments, covering accounts, amounts, and allocation dimensions.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the accounts payable adjustment item record.
Recordkey	Int64	The unique key identifying the adjustment record to which this item belongs.
Accountkey	Int64	The unique key of the account associated with this adjustment item.
Accountno	String	The account number linked to this adjustment item.
Offsetglaccountno	String	The offset general ledger account number associated with this adjustment item.
Offsetglaccounttitle	String	The title of the offset general ledger account.
Accounttitle	String	The title of the account associated with this adjustment item.
Accountlabelkey	Int64	The unique key of the account label linked to this adjustment item.
Accountlabel	String	The account label associated with this adjustment item.
Entry_date	Datetime	The date when this adjustment item was entered.
Amount	Double	The amount for this adjustment item.
Trx_amount	Double	The transaction amount for this adjustment item.
Departmentid	String	The identifier of the department associated with this adjustment item.
Departmentname	String	The name of the department associated with this adjustment item.
Locationid	String	The identifier of the location associated with this adjustment item.
Locationname	String	The name of the location associated with this adjustment item.
Entrydescription	String	A description of this adjustment item.
Exch_rate_date	Datetime	The date of the exchange rate applied to this adjustment item.
Exch_rate_type_id	Int64	The identifier of the exchange rate type used for this adjustment item.
Exchange_rate	Double	The exchange rate applied to this adjustment item.
Lineitem	String	The line item number associated with this adjustment item.
Line_no	String	The line number associated with this adjustment item.
Currency	String	The currency used for this adjustment item.
Basecurr	String	The base currency for this adjustment item.
Totalpaid	Double	The total amount paid for this adjustment item.
Trx_totalpaid	Double	The total transaction amount paid for this adjustment item.
Totalselected	Double	The total amount selected for payment for this adjustment item.
Trx_totalselected	Double	The total transaction amount selected for payment for this adjustment item.
Parententry	Int64	The unique key of the parent entry to which this adjustment item belongs.
Baselocation	Int64	The base location associated with this adjustment item.
State	String	The current state of this adjustment item.
Recordtype	String	The type of record associated with this adjustment item.
Whencreated	Datetime	The timestamp indicating when this adjustment item was created.
Whenmodified	Datetime	The timestamp indicating when this adjustment item was last modified.
Createdby	Int64	The identifier of the user or process that created this adjustment item.
Modifiedby	Int64	The identifier of the user or process that last modified this adjustment item.
Projectdimkey	Int64	The unique key for the project dimension linked to this adjustment item.
Projectid	String	The project identifier associated with this adjustment item.
Projectname	String	The name of the project associated with this adjustment item.
Customerdimkey	Int64	The unique key for the customer dimension linked to this adjustment item.
Customerid	String	The customer identifier associated with this adjustment item.
Customername	String	The name of the customer associated with this adjustment item.
Vendordimkey	Int64	The unique key for the vendor dimension linked to this adjustment item.
Vendorid	String	The vendor identifier associated with this adjustment item.
Vendorname	String	The name of the vendor associated with this adjustment item.
Employeedimkey	Int64	The unique key for the employee dimension linked to this adjustment item.
Employeeid	String	The employee identifier associated with this adjustment item.
Employeename	String	The name of the employee associated with this adjustment item.
Itemdimkey	Int64	The unique key for the item dimension linked to this adjustment item.
Itemid	String	The item identifier associated with this adjustment item.
Itemname	String	The name of the item associated with this adjustment item.
Classdimkey	Int64	The unique key for the class dimension linked to this adjustment item.
Classid	String	The class identifier associated with this adjustment item.
Classname	String	The name of the class associated with this adjustment item.
Record_url	String	The URL linking to the detailed record of this adjustment item.

APBillItem

Provides line-level details for items in accounts payable bills, including allocation and cost specifics.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the accounts payable bill item record.
Recordkey	Int64	The unique key identifying the adjustment record to which this item belongs.
Accountkey	Int64	The unique key of the account associated with this bill item.
Accountno	String	The account number linked to this bill item.
Offsetglaccountno	String	The offset general ledger account number associated with this bill item.
Offsetglaccounttitle	String	The title of the offset general ledger account.
Accounttitle	String	The title of the account associated with this bill item.
Accountlabelkey	Int64	The unique key of the account label linked to this bill item.
Accountlabel	String	The account label associated with this bill item.
Entry_date	Datetime	The date when this bill item was entered.
Amount	Double	The amount for this bill item.
Trx_amount	Double	The transaction amount for this bill item.
Departmentid	String	The identifier of the department associated with this bill item.
Departmentname	String	The name of the department associated with this bill item.
Locationid	String	The identifier of the location associated with this bill item.
Locationname	String	The name of the location associated with this bill item.
Entrydescription	String	A description of this bill item.
Exch_rate_date	Datetime	The date of the exchange rate applied to this bill item.
Exch_rate_type_id	String	The identifier of the exchange rate type used for this bill item.
Exchange_rate	Double	The exchange rate applied to this bill item.
Allocation	String	The allocation associated with this bill item.
Allocationkey	Int64	The unique key for the allocation linked to this bill item.
Form1099	String	The 1099 form type associated with this bill item, if applicable.
Lineitem	String	The line item number associated with this bill item.
Line_no	String	The line number associated with this bill item.
Currency	String	The currency used for this bill item.
Basecurr	String	The base currency for this bill item.
Totalpaid	Double	The total amount paid for this bill item.
Trx_totalpaid	Double	The total transaction amount paid for this bill item.
Totalselected	Double	The total amount selected for payment for this bill item.
Trx_totalselected	Double	The total transaction amount selected for payment for this bill item.
Billable	Boolean	Indicates whether this bill item is billable.
Billed	Boolean	Indicates whether this bill item has been billed.
Releasetopay	Boolean	Indicates whether this bill item is released for payment.
Parententry	Int64	The unique key of the parent entry to which this bill item belongs.
Baselocation	Int64	The base location associated with this bill item.
State	String	The current state of this bill item.
Recordtype	String	The type of record associated with this bill item.
Whencreated	Datetime	The timestamp indicating when this bill item was created.
Whenmodified	Datetime	The timestamp indicating when this bill item was last modified.
Createdby	Int64	The identifier of the user or process that created this bill item.
Modifiedby	Int64	The identifier of the user or process that last modified this bill item.
Projectdimkey	Int64	The unique key for the project dimension linked to this bill item.
Projectid	String	The project identifier associated with this bill item.
Projectname	String	The name of the project associated with this bill item.
Customerdimkey	Int64	The unique key for the customer dimension linked to this bill item.
Customerid	String	The customer identifier associated with this bill item.
Customername	String	The name of the customer associated with this bill item.
Vendordimkey	Int64	The unique key for the vendor dimension linked to this bill item.
Vendorid	String	The vendor identifier associated with this bill item.
Vendorname	String	The name of the vendor associated with this bill item.
Employeedimkey	Int64	The unique key for the employee dimension linked to this bill item.
Employeeid	String	The employee identifier associated with this bill item.
Employeename	String	The name of the employee associated with this bill item.
Itemdimkey	Int64	The unique key for the item dimension linked to this bill item.
Itemid	String	The item identifier associated with this bill item.
Itemname	String	The name of the item associated with this bill item.
Classdimkey	Int64	The unique key for the class dimension linked to this bill item.
Classid	String	The class identifier associated with this bill item.
Classname	String	The name of the class associated with this bill item.
Record_url	String	The URL linking to the detailed record of this bill item.

APBillPayment

Tracks payments made for accounts payable bills, recording amounts, payment states, and related data.

Columns


Name	Type	Description
Paymentkey	Int64	A unique identifier for the payment record associated with an accounts payable bill.
Payitemkey [KEY]	Int64	The unique key identifying the payment item associated with the accounts payable bill.
Recordkey	String	The unique key identifying the record associated with this payment.
Paiditemkey	Int64	The unique key identifying the paid item associated with the payment.
Amount	Double	The amount paid for the accounts payable bill.
State	String	The current state or status of the payment.
Parentpymt	Int64	The unique key of the parent payment to which this payment is related.
Paymentdate	Datetime	The date on which the payment was made.
Record_url	String	The URL linking to the detailed record of the payment.

APIUsageDetail

Provides granular data on API usage, tracking functions, client interactions, and transaction details.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the API usage detail record.
Client_type	String	The type of client accessing the API, such as application or user.
Partnerid	String	The identifier of the partner associated with the API usage.
Function	String	The specific API function being called during the recorded usage.
Controlid	String	The control ID associated with the API request.
Policyid	String	The policy ID applied to the API request.
Dtdversion	String	The DTD (Document Type Definition) version used during the API interaction.
Doccontrolid	String	The document control ID linked to the API transaction.
Loginid	String	The login ID of the user or application accessing the API.
N_trans	Int64	The number of transactions performed during the API usage session.
Created_date	Datetime	The date when the API usage record was created.
Created_time	Datetime	The exact time when the API usage record was created.
Status	String	The status of the API usage transaction, such as success or error.
Record_url	String	The URL linking to the detailed record of the API usage.

APIUsageSummary

Summarizes API usage data, including transaction counts, client types, and daily summaries.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the API usage summary record.
Total_trans	Int64	The total number of API transactions recorded in the summary.
Daily_sum	Int64	The total number of API transactions performed on the current day.
Client_type	String	The type of client accessing the API, such as application or user.
Today	Datetime	The date associated with the API usage summary.
Record_url	String	The URL linking to the detailed record of the API usage summary.

APPayment

Captures information on payments made in the accounts payable module, including vendor details and amounts.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the accounts payable payment record.
Prbatchkey	Int64	The batch key associated with this payment record.
Recordtype	String	The type of record associated with this accounts payable payment.
Description	String	A description of the accounts payable payment.
Totalentered	Double	The total payment amount entered for this record.
Totalpaid	Double	The total payment amount paid for this record.
Totalselected	Double	The total payment amount selected for this record.
Totaldue	Double	The total payment amount still due for this record.
State	String	The current state or status of the payment record.
Whencreated	Datetime	The timestamp indicating when the payment record was created.
Whenpaid	Datetime	The date on which the payment was made.
Termkey	Int64	The key representing the payment terms associated with this record.
Termname	String	The name of the payment terms associated with this record.
Whendiscount	Datetime	The date when any applicable discount was applied to the payment.
Recordid	String	A unique identifier for the payment record.
Userkey	Int64	The key identifying the user responsible for this payment.
Whendue	Datetime	The due date for the payment.
Docnumber	String	The document number associated with the payment.
Cleared	String	Indicates whether the payment has been cleared.
Clrdate	Datetime	The date on which the payment was cleared.
Modulekey	String	The module key associated with this payment record.
Status	String	The status of the payment record, such as completed or pending.
Systemgenerated	String	Indicates whether the payment record was system-generated.
Whenposted	Datetime	The date on which the payment was posted.
Onhold	Boolean	Indicates whether the payment is currently on hold.
Currency	String	The currency used for this payment.
Trx_totalentered	Double	The total transaction amount entered for this payment record.
Trx_totalpaid	Double	The total transaction amount paid for this payment record.
Trx_totalselected	Double	The total transaction amount selected for payment in this record.
Trx_totaldue	Double	The total transaction amount still due for this payment record.
Deliverymethod	String	The method of delivery used for this payment, such as electronic or manual.
Recon_date	Datetime	The date on which the payment was reconciled.
Basecurr	String	The base currency for this payment.
Locationkey	Int64	The key identifying the location associated with this payment.
Auwhencreated	Datetime	The timestamp indicating when the payment record was initially created in the audit trail.
Whenmodified	Datetime	The timestamp indicating the last modification of the payment record.
Createdby	Int64	The identifier of the user or process that created this payment record.
Modifiedby	Int64	The identifier of the user or process that last modified this payment record.
Nr_totalentered	Double	The total non-reconciled amount entered for this payment.
Nr_trx_totalentered	Double	The total non-reconciled transaction amount entered for this payment.
Paymenttype	String	The type of payment, such as check, ACH, or wire transfer.
Paymentdate	Datetime	The date on which the payment was processed.
Receiptdate	Datetime	The date on which the payment receipt was recorded.
Paymentamount	Double	The amount of the payment made.
Documentnumber	String	The document number associated with the payment.
Memo	String	A memo or note associated with this payment.
Financialaccount	String	The financial account used for this payment.
Vendorname	String	The name of the vendor receiving this payment.
Vendorid	String	The identifier of the vendor receiving this payment.
Megaentitykey	Int64	The unique key representing the associated mega entity.
Megaentityid	String	The identifier of the mega entity associated with this payment.
Record_url	String	The URL linking to the detailed record of the payment.

APPaymentItem

Details specific items within accounts payable payments, highlighting allocation, amounts, and associated entities.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the accounts payable payment item record.
Recordtype	String	The type of record associated with this payment item.
Entry_date	Datetime	The date the entry for this payment item was created.
Recordkey	Int64	The unique key identifying the record associated with this payment item.
Vendoracctnokeyversion	Int64	The version of the vendor account number key associated with this payment item.
Entrydescription	String	A description of the payment item entry.
Accountkey	Int64	The unique key identifying the account associated with this payment item.
Glaccountno	String	The general ledger account number associated with this payment item.
Glaccounttitle	String	The title of the general ledger account associated with this payment item.
Amount	Double	The amount for this payment item.
Locationid	String	The identifier of the location associated with this payment item.
Locationname	String	The name of the location associated with this payment item.
Departmentid	String	The identifier of the department associated with this payment item.
Departmentname	String	The name of the department associated with this payment item.
Line_no	String	The line number within the payment record associated with this item.
Form1099	String	Indicates if this payment item is subject to Form 1099 reporting.
Accountlabel	String	The account label associated with this payment item.
Totalselected	Double	The total amount selected for this payment item.
Totalpaid	Double	The total amount paid for this payment item.
Parententry	Int64	The unique key of the parent entry to which this payment item belongs.
Lineitem	String	The line item associated with this payment item.
Gloffset	Int64	The general ledger offset associated with this payment item.
Baselocation	Int64	The base location key associated with this payment item.
Allocationkey	Int64	The allocation key associated with this payment item.
Allocation	String	The allocation information associated with this payment item.
Subtotal	String	The subtotal for this payment item.
Deferrevenue	Boolean	Indicates if revenue is deferred for this payment item.
Revrectemplatekey	Int64	The revenue recognition template key associated with this payment item.
Revrectemplate	String	The revenue recognition template associated with this payment item.
Deferredrevacctkey	Int64	The key of the deferred revenue account associated with this payment item.
Deferredrevacctno	String	The number of the deferred revenue account associated with this payment item.
Deferredrevaccttitle	String	The title of the deferred revenue account associated with this payment item.
Revrecstartdate	Datetime	The start date for revenue recognition associated with this payment item.
Revrecenddate	Datetime	The end date for revenue recognition associated with this payment item.
Entrycurrency	String	The currency used for this payment item.
Entryexchratedate	Datetime	The exchange rate date for this payment item.
Entryexchratetype	Int64	The exchange rate type for this payment item.
Entryexchrate	Double	The exchange rate for this payment item.
Trx_amount	Double	The transaction amount for this payment item.
Trx_totalselected	Double	The total transaction amount selected for this payment item.
Trx_totalpaid	Double	The total transaction amount paid for this payment item.
Billable	Boolean	Indicates whether this payment item is billable.
Billed	Boolean	Indicates whether this payment item has been billed.
State	String	The current state or status of the payment item.
Releasetopay	Boolean	Indicates whether this payment item is released for payment.
Whencreated	Datetime	The date and time when this payment item was created.
Whenmodified	Datetime	The date and time when this payment item was last modified.
Createdby	Int64	The identifier of the user who created this payment item.
Modifiedby	Int64	The identifier of the user who last modified this payment item.
Locationkey	Int64	The location key associated with this payment item.
Departmentkey	Int64	The department key associated with this payment item.
Currency	String	The currency used for the payment associated with this item.
Accountno	String	The account number associated with this payment item.
Accounttitle	String	The title of the account associated with this payment item.
Exch_rate_date	Datetime	The exchange rate date for the payment item.
Exch_rate_type_id	Int64	The exchange rate type identifier for the payment item.
Exchange_rate	Double	The exchange rate applied to this payment item.
Projectdimkey	Int64	The project dimension key associated with this payment item.
Projectid	String	The project identifier associated with this payment item.
Projectname	String	The name of the project associated with this payment item.
Customerdimkey	Int64	The customer dimension key associated with this payment item.
Customerid	String	The customer identifier associated with this payment item.
Customername	String	The name of the customer associated with this payment item.
Employeedimkey	Int64	The employee dimension key associated with this payment item.
Employeeid	String	The employee identifier associated with this payment item.
Employeename	String	The name of the employee associated with this payment item.
Itemdimkey	Int64	The item dimension key associated with this payment item.
Itemid	String	The item identifier associated with this payment item.
Itemname	String	The name of the item associated with this payment item.
Record_url	String	A URL link to view details of this payment item record.

APPaymentRequest

Tracks accounts payable payment requests, including statuses, amounts, and related scheduling data.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the accounts payable payment request record.
Prbatchkey	Int64	The key for the payment request batch associated with this record.
Recordtype	String	The type of record associated with this payment request.
Description	String	A description of the payment request.
Totalentered	Double	The total amount entered for the payment request.
Totalpaid	Double	The total amount paid for this payment request.
Totalselected	Double	The total amount selected for payment in this request.
Totaldue	Double	The total amount due for this payment request.
State	String	The current state or status of the payment request.
Whencreated	Datetime	The date and time when this payment request was created.
Whenpaid	Datetime	The date and time when the payment request was paid.
Termkey	Int64	The key for the payment terms associated with this request.
Termname	String	The name of the payment terms associated with this request.
Whendiscount	Datetime	The date and time when a discount is applied for early payment.
Recordid	String	The unique identifier for this payment request record.
Userkey	Int64	The key identifying the user associated with this payment request.
Whendue	Datetime	The due date for this payment request.
Docnumber	String	The document number associated with this payment request.
Cleared	String	Indicates whether the payment request has been cleared.
Clrdate	Datetime	The date and time when the payment request was cleared.
Modulekey	String	The module key associated with this payment request.
Status	String	The current status of the payment request.
Systemgenerated	String	Indicates whether the payment request was system-generated.
Whenposted	Datetime	The date and time when this payment request was posted.
Onhold	Boolean	Indicates whether the payment request is on hold.
Currency	String	The currency used for this payment request.
Trx_totalentered	Double	The total transaction amount entered for this payment request.
Trx_totalpaid	Double	The total transaction amount paid for this payment request.
Trx_totalselected	Double	The total transaction amount selected for this payment request.
Trx_totaldue	Double	The total transaction amount due for this payment request.
Deliverymethod	String	The delivery method for this payment request.
Recon_date	Datetime	The reconciliation date for this payment request.
Basecurr	String	The base currency used for this payment request.
Locationkey	Int64	The location key associated with this payment request.
Auwhencreated	Datetime	The audit timestamp of when this payment request was created.
Whenmodified	Datetime	The date and time when this payment request was last modified.
Createdby	Int64	The user ID of the person who created this payment request.
Modifiedby	Int64	The user ID of the person who last modified this payment request.
Nr_totalentered	Double	The non-reconciled total amount entered for this payment request.
Nr_trx_totalentered	Double	The non-reconciled transaction total amount entered for this payment request.
Paymenttype	String	The type of payment associated with this request.
Paymentdate	Datetime	The date and time when the payment was made.
Receiptdate	Datetime	The date and time when the receipt was generated for this payment request.
Paymentamount	Double	The payment amount associated with this payment request.
Documentnumber	String	The document number associated with this payment request.
Memo	String	A memo or note associated with this payment request.
Financialaccount	String	The financial account associated with this payment request.
Vendorname	String	The name of the vendor associated with this payment request.
Vendorid	String	The vendor ID associated with this payment request.
Megaentitykey	Int64	The key of the mega entity associated with this payment request.
Megaentityid	String	The identifier of the mega entity associated with this payment request.
Record_url	String	A URL to access details of this payment request record.

APRecurBillEntry

Tracks individual entries in recurring AP bills, covering amounts, allocations, and related projects or entities.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the recurring AP bill entry record.
Entrydescription	String	A description of the entry in the recurring AP bill.
Amount	String	The total amount for this entry in the recurring AP bill.
Line_no	String	The line number of this entry in the recurring AP bill.
Form1099	String	Indicates whether this entry is applicable to Form 1099 reporting.
Trx_amount	String	The transaction amount associated with this entry.
Allocation	String	The allocation type or details for this entry.
Billable	Boolean	Indicates whether this entry is billable.
Projectdimkey	Int64	The project dimension key associated with this entry.
Projectid	String	The project ID associated with this entry.
Projectname	String	The name of the project associated with this entry.
Customerdimkey	Int64	The customer dimension key associated with this entry.
Customerid	String	The customer ID associated with this entry.
Customername	String	The name of the customer associated with this entry.
Employeedimkey	Int64	The employee dimension key associated with this entry.
Employeeid	String	The employee ID associated with this entry.
Employeename	String	The name of the employee associated with this entry.
Itemdimkey	Int64	The item dimension key associated with this entry.
Itemid	String	The item ID associated with this entry.
Itemname	String	The name of the item associated with this entry.
Record_url	String	A URL to access detailed information about this entry record.

ARAdjustmentItem

Details line items associated with accounts receivable adjustments for in-depth reporting and tracking.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the AR adjustment Item.
Recordkey	Int64	Unique key for this line item.
Accountkey	Int64	Key representing the GL account associated with this item.
Accountno	String	General Ledger account number.
Offsetglaccountno	String	Offsetting GL account number, if applicable.
Offsetglaccounttitle	String	Title of the offset GL account.
Accounttitle	String	Title of the associated GL account.
Accountlabelkey	Int64	Key representing the account label.
Accountlabel	String	Label assigned to the account for classification.
Entry_date	Datetime	The date of entry for this adjustment item.
Amount	Double	Monetary value of this line item.
Trx_amount	Double	Transaction amount in the item's currency.
Departmentid	String	Identifier for the department associated with this item.
Departmentname	String	Name of the department associated with this item.
Locationid	String	Identifier for the location associated with this item.
Locationname	String	Name of the location associated with this item.
Entrydescription	String	Description of this adjustment entry.
Exch_rate_date	Datetime	Date for the applicable exchange rate.
Exch_rate_type_id	Int64	Identifier for the type of exchange rate used.
Exchange_rate	Double	Exchange rate applied to this item.
Lineitem	String	Identifier for the line item.
Line_no	String	Line number of the adjustment item.
Currency	String	Currency used for this adjustment item.
Basecurr	String	Base currency for this adjustment item.
Totalpaid	Double	Total amount paid for this line item.
Trx_totalpaid	Double	Transaction amount paid in the item's currency.
Totalselected	Double	Total amount selected for this line item.
Trx_totalselected	Double	Transaction amount selected in the item's currency.
Parententry	Int64	Parent entry key for this adjustment item.
Baselocation	Int64	Base location identifier for this item.
State	String	State of the item, for example, Open or Closed.
Recordtype	String	Type of record associated with this item.
Whencreated	Datetime	Timestamp for when this item was created.
Whenmodified	Datetime	Timestamp for when this item was last modified.
Createdby	Int64	User ID of the person who created this item.
Modifiedby	Int64	User ID of the person who last modified this item.
Projectdimkey	Int64	Project dimension key for this item.
Projectid	String	ID of the project associated with this item.
Projectname	String	Name of the project associated with this item.
Customerdimkey	Int64	Customer dimension key for this item.
Customerid	String	Customer ID linked to this item.
Customername	String	Customer name linked to this item.
Vendordimkey	Int64	Key representing the vendor dimension linked to this adjustment item.
Vendorid	String	Unique identifier for the vendor related to this adjustment item.
Vendorname	String	Name of the vendor associated with this adjustment item.
Employeedimkey	Int64	Key representing the employee dimension associated with this adjustment item.
Employeeid	String	Unique identifier for the employee related to this adjustment item.
Employeename	String	Name of the employee associated with this adjustment item.
Itemdimkey	Int64	Key representing the item dimension linked to this adjustment item.
Itemid	String	Unique identifier for the item related to this adjustment item.
Itemname	String	Name of the item associated with this adjustment item.
Classdimkey	Int64	Key representing the class dimension linked to this adjustment item.
Classid	String	Unique identifier for the class associated with this adjustment item.
Classname	String	Name of the class associated with this adjustment item.
Record_url	String	URL to view this adjustment item in the system.

ARInvoiceItem

Details line items in accounts receivable invoices, providing financial and dimensional insights.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the AR invoice item.
Recordkey	Int64	Unique record key in the database.
Accountkey	Int64	Key identifying the account associated with the item.
Accountno	String	Account number related to the invoice item.
Offsetglaccountno	String	Offset GL account number.
Offsetglaccounttitle	String	Title of the offset GL account.
Accounttitle	String	Title of the account.
Accountlabelkey	Int64	Key for the associated account label.
Accountlabel	String	Label for the account.
Entry_date	Datetime	Date the entry was created.
Amount	Double	Monetary amount of the item.
Trx_amount	Double	Transaction amount of the item.
Departmentid	String	Identifier for the department.
Departmentname	String	Name of the department.
Locationid	String	Identifier for the location.
Locationname	String	Name of the location.
Entrydescription	String	Description of the invoice entry.
Exch_rate_date	Datetime	Date the exchange rate was applied.
Exch_rate_type_id	Int64	Type ID for the exchange rate.
Exchange_rate	Double	Exchange rate used for the transaction.
Allocationkey	Int64	Key identifying the allocation for the item.
Allocation	String	Allocation details for the item.
Lineitem	String	Line item identifier.
Line_no	String	Line number within the invoice.
Currency	String	Currency of the transaction.
Basecurr	String	Base currency of the transaction.
Totalpaid	Double	Total amount paid for this line item.
Trx_totalpaid	Double	Transaction currency total paid.
Totalselected	Double	Total amount selected for payment.
Trx_totalselected	Double	Transaction currency total selected.
Subtotal	String	Subtotal for this line item.
Parententry	Int64	Identifier for the parent entry.
Deferrevenue	Boolean	Indicates whether revenue is deferred.
Revrectemplatekey	Int64	Key for the revenue recognition template.
Revrectemplate	String	Revenue recognition template.
Deferredrevacctkey	Int64	Key for the deferred revenue account.
Deferredrevacctno	String	Account number for deferred revenue.
Deferredrevaccttitle	String	Title of the deferred revenue account.
Revrecstartdate	Datetime	Start date for revenue recognition.
Revrecenddate	Datetime	End date for revenue recognition.
Baselocation	Int64	Base location identifier for the invoice item.
State	String	Current state of the line item.
Recordtype	String	Type of record for the AR invoice item.
Whencreated	Datetime	Timestamp when this record was created.
Whenmodified	Datetime	Timestamp when this record was last modified.
Createdby	Int64	User ID of the record creator.
Modifiedby	Int64	User ID of the last modifier.
Projectdimkey	Int64	Key for the associated project dimension.
Projectid	String	Project identifier.
Projectname	String	Name of the associated project.
Customerdimkey	Int64	Key for the associated customer dimension.
Customerid	String	Customer identifier.
Customername	String	Name of the customer.
Vendordimkey	Int64	Key for the associated vendor dimension.
Vendorid	String	Vendor identifier.
Vendorname	String	Name of the vendor.
Employeedimkey	Int64	Key for the associated employee dimension.
Employeeid	String	Employee identifier.
Employeename	String	Name of the employee.
Itemdimkey	Int64	Key for the associated item dimension.
Itemid	String	Item identifier.
Itemname	String	Name of the item.
Classdimkey	Int64	Key for the associated class dimension.
Classid	String	Class identifier.
Classname	String	Name of the class.
Record_url	String	URL for viewing the record.

ARPayment

Provides detailed records of accounts receivable payments, including transaction statuses and related metadata.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the AR payment record.
Prbatchkey	Int64	Key for the associated payment batch.
Prbatch	String	Title of the associated payment batch.
Recordtype	String	Type of record for the AR payment.
Description	String	Description of the AR payment record.
Totalentered	Double	Total amount entered for the payment.
Totalpaid	Double	Total amount paid for the payment.
Totalselected	Double	Total amount selected for payment.
Totaldue	Double	Total amount still due for the payment.
State	String	Current state of the payment.
Whencreated	Datetime	Timestamp when the payment was created.
Whenpaid	Datetime	Timestamp when the payment was made.
Termkey	Int64	Key for the associated payment terms.
Termname	String	Name of the associated payment terms.
Whendiscount	Datetime	Discount date for the payment, if applicable.
Recordid	String	Record ID for the AR payment.
Userkey	Int64	Key for the user associated with the payment.
Whendue	Datetime	Due date for the payment.
Docnumber	String	Document number associated with the payment.
Cleared	String	Indicates if the payment has been cleared.
Clrdate	Datetime	Date the payment was cleared.
Modulekey	String	Key for the associated module.
Status	String	Current status of the payment.
Systemgenerated	String	Indicates if the payment was system-generated.
Whenposted	Datetime	Timestamp when the payment was posted.
Onhold	Boolean	Indicates if the payment is on hold.
Currency	String	Currency used for the payment.
Trx_totalentered	Double	Total amount entered in transaction currency.
Trx_totalpaid	Double	Total amount paid in transaction currency.
Trx_totalselected	Double	Total amount selected in transaction currency.
Trx_totaldue	Double	Total due amount in transaction currency.
Deliverymethod	String	Method used to deliver the payment.
Recon_date	Datetime	Reconciliation date for the payment.
Basecurr	String	Base currency for the payment.
Locationkey	Int64	Key for the associated location.
Auwhencreated	Datetime	Audit timestamp when the payment was created.
Whenmodified	Datetime	Timestamp when the payment was last modified.
Createdby	Int64	ID of the user who created the payment.
Modifiedby	Int64	ID of the user who last modified the payment.
Nr_totalentered	Double	Total amount entered without rounding adjustments.
Nr_trx_totalentered	Double	Transaction currency total entered without rounding adjustments.
Paymentdate	Datetime	Date the payment was issued.
Receiptdate	Datetime	Date the payment receipt was created.
Paymentamount	Double	Amount of the payment.
Documentnumber	String	Number of the document associated with the payment.
Memo	String	Memo or notes associated with the payment.
Paymenttype	String	Type of the payment (e.g., check, transfer).
Financialaccount	String	Financial account associated with the payment.
Customername	String	Name of the customer associated with the payment.
Customerid	String	Customer ID associated with the payment.
Batchtitle	String	Title of the payment batch.
Postingdate	Datetime	Date the payment was posted.
Megaentitykey	Int64	Key for the associated mega entity.
Megaentityid	String	ID for the associated mega entity.
Record_url	String	URL to view the AR payment record.

ARPaymentItem

Tracks individual items within AR payments, offering insights into payment allocation and transaction details.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the AR payment item record.
Recordtype	String	Type of the record.
Entry_date	Datetime	Date of the payment entry.
Recordkey	Int64	Key of the record.
Vendoracctnokeyversion	Int64	Version key of the vendor account.
Entrydescription	String	Description of the entry.
Accountkey	Int64	Key of the associated account.
Glaccountno	String	General ledger account number.
Glaccounttitle	String	Title of the general ledger account.
Amount	Double	Amount of the payment item.
Locationid	String	Identifier of the location.
Locationname	String	Name of the location.
Departmentid	String	Identifier of the department.
Departmentname	String	Name of the department.
Line_no	String	Line number associated with the payment item.
Form1099	String	Form 1099 associated information.
Accountlabel	String	Label of the account.
Totalselected	Double	Total amount selected.
Totalpaid	Double	Total amount paid.
Parententry	Int64	Key of the parent entry.
Lineitem	String	Item associated with the line.
Gloffset	Int64	Offset for the general ledger.
Baselocation	Int64	Base location identifier.
Allocationkey	Int64	Allocation key for the payment item.
Allocation	String	Allocation information.
Subtotal	String	Subtotal amount for the payment item.
Deferrevenue	Boolean	Indicates if the revenue is deferred.
Revrectemplatekey	Int64	Revenue recognition template key.
Revrectemplate	String	Revenue recognition template name.
Deferredrevacctkey	Int64	Deferred revenue account key.
Deferredrevacctno	String	Deferred revenue account number.
Deferredrevaccttitle	String	Deferred revenue account title.
Revrecstartdate	Datetime	Revenue recognition start date.
Revrecenddate	Datetime	Revenue recognition end date.
Entrycurrency	String	Currency of the entry.
Entryexchratedate	Datetime	Exchange rate date for the entry.
Entryexchratetype	Int64	Exchange rate type for the entry.
Entryexchrate	Double	Exchange rate for the entry.
Trx_amount	Double	Transaction amount.
Trx_totalselected	Double	Total amount selected in the transaction.
Trx_totalpaid	Double	Total amount paid in the transaction.
Billable	Boolean	Indicates if the item is billable.
Billed	Boolean	Indicates if the item has been billed.
State	String	Current state of the payment item.
Releasetopay	Boolean	Indicates if the item is released for payment.
Whencreated	Datetime	Timestamp when the item was created.
Whenmodified	Datetime	Timestamp when the item was last modified.
Createdby	Int64	Key of the user who created the item.
Modifiedby	Int64	Key of the user who last modified the item.
Locationkey	Int64	Key for the location associated with this payment item.
Departmentkey	Int64	Key for the department associated with this payment item.
Currency	String	Currency used for this payment item.
Accountno	String	Account number associated with this payment item.
Accounttitle	String	Title or name of the account linked to this payment item.
Exch_rate_date	Datetime	Date of the exchange rate applied to this payment item.
Exch_rate_type_id	Int64	Identifier for the type of exchange rate used for this payment item.
Exchange_rate	Double	Exchange rate applied to this payment item.
Projectdimkey	Int64	Key representing the project dimension linked to this payment item.
Projectid	String	Unique identifier for the project associated with this payment item.
Projectname	String	Name of the project linked to this payment item.
Vendordimkey	Int64	Key representing the vendor dimension linked to this payment item.
Vendorid	String	Unique identifier for the vendor associated with this payment item.
Vendorname	String	Name of the vendor linked to this payment item.
Employeedimkey	Int64	Key representing the employee dimension linked to this payment item.
Employeeid	String	Unique identifier for the employee associated with this payment item.
Employeename	String	Name of the employee linked to this payment item.
Itemdimkey	Int64	Key representing the item dimension linked to this payment item.
Itemid	String	Unique identifier for the item associated with this payment item.
Itemname	String	Name of the item linked to this payment item.
Record_url	String	URL for accessing the AR payment item record.

ARRecurInvoice

Handles retrieval of AR recurring invoice report data.

Columns


Name	Type	Description
Status [KEY]	String	The status of the recurring invoice.
Megaentitykey	Int64	The key of the associated mega entity.
Megaentityid	String	The identifier of the associated mega entity.
Megaentityname	String	The name of the associated mega entity.
Record_url	String	The URL for accessing the AR recur invoice record.

ARRecurInvoiceEntry

Tracks detailed entries for recurring AR invoices, covering line items, amounts, and related dimensions.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique record number of the ARRecurInvoiceEntry object.
Entrydescription	String	Description of the entry in the recurring invoice.
Amount	String	The monetary amount for this entry.
Line_no	String	Line number associated with this entry.
Form1099	String	Information related to 1099 forms for this entry.
Trx_amount	String	Transaction amount for this entry.
Allocation	String	Allocation details for this entry.
Billable	Boolean	Indicates if this entry is billable.
Revrecstartdate	Datetime	Start date for revenue recognition.
Revrecenddate	Datetime	End date for revenue recognition.
Revrectemplate	String	Revenue recognition template name.
Projectdimkey	Int64	Dimension key for the associated project.
Projectid	String	Identifier for the associated project.
Projectname	String	Name of the associated project.
Vendordimkey	Int64	Dimension key for the associated vendor.
Vendorid	String	Identifier for the associated vendor.
Vendorname	String	Name of the associated vendor.
Employeedimkey	Int64	Dimension key for the associated employee.
Employeeid	String	Identifier for the associated employee.
Employeename	String	Name of the associated employee.
Itemdimkey	Int64	Dimension key for the associated item.
Itemid	String	Identifier for the associated item.
Itemname	String	Name of the associated item.
Record_url	String	The URL for accessing the AR recurring invoice entry record.

Attachments

Stores and manages attachment records, enabling linkage to related transactions or entities.

Columns


Name	Type	Description
RecordNo	String	Unique record number for the attachment.
SupDocId [KEY]	String	ID of the supporting document associated with the attachment.
SupDocName	String	Name of the supporting document.
Folder	String	Folder location of the attachment.
Description	String	Description or details of the attachment.
CreationDate	Datetime	Date and time when the attachment was created.
CreatedBy	String	User who created the attachment.
AttachmentName [KEY]	String	Name of the attachment.
AttachmentType	String	Type or format of the attachment.
AttachmentData	String	Binary data or encoded content of the attachment.

BankFee

Details bank fees, including associated accounts, transactions, and financial entities.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the bank fee record.
Financialentity	String	Specifies the financial entity associated with the bank fee.
Bankaccountcurr	String	Indicates the currency of the bank account.
Whencreated	Datetime	The date and time when the bank fee record was created.
Recordid	String	An identifier for the bank fee record in the source system.
Recordtype	String	Specifies the type of the bank fee record.
Transactiontype	String	Indicates the type of transaction associated with the bank fee.
Description	String	Provides a description of the bank fee.
Prbatchkey	Int64	The batch key associated with the bank fee.
Basecurr	String	Indicates the base currency for the bank fee transaction.
Currency	String	Specifies the transaction currency for the bank fee.
Exch_rate_date	Datetime	The date used for determining the exchange rate.
Exch_rate_type_id	String	The identifier for the exchange rate type applied.
Exchange_rate	Double	The exchange rate applied to the transaction.
Totalentered	Double	The total amount entered for the bank fee transaction.
Trx_totalentered	Double	The total amount of the transaction in its original currency.
State	String	The current state or status of the bank fee record.
Rawstate	String	The unprocessed state of the bank fee record.
Cleared	String	Indicates whether the bank fee transaction has been cleared.
Reversalkey	Int64	The key identifying a reversal transaction for the bank fee.
Reversaldate	String	The date when the reversal of the bank fee occurred.
Reversedkey	Int64	The key of the record that was reversed.
Reverseddate	String	The date of the reversal for the associated record.
Auwhencreated	Datetime	The audit timestamp for when the record was created.
Whenmodified	Datetime	The date and time when the record was last modified.
Createdby	Int64	The user or process ID that created the record.
Modifiedby	Int64	The user or process ID that last modified the record.
Megaentitykey	Int64	The key identifying the parent entity of the record.
Megaentityid	String	The identifier for the parent entity of the record.
Megaentityname	String	The name of the parent entity associated with the record.
Record_url	String	A URL providing direct access to the bank fee record.

BankFeeEntry

Captures line-level data for bank fees, detailing amounts, allocations, and relevant dimensions.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the bank fee entry.
Recordkey	Int64	The key identifying the specific bank fee entry.
Recordtype	String	The type of record for the bank fee entry.
Accountkey	Int64	The key identifying the associated account.
Accountno	String	The account number associated with the bank fee entry.
Accounttitle	String	The title of the account linked to the bank fee entry.
Accountlabelkey	Int64	The key identifying the label of the associated account.
Accountlabel	String	The label of the account linked to the bank fee entry.
Amount	Double	The amount recorded for the bank fee entry.
Trx_amount	Double	The transaction amount for the bank fee entry in its original currency.
DeptNUM	Int64	The department key associated with the bank fee entry.
Departmentid	String	The ID of the department linked to the bank fee entry.
Departmentname	String	The name of the department linked to the bank fee entry.
LocationNUM	Int64	The location key associated with the bank fee entry.
Locationid	String	The ID of the location linked to the bank fee entry.
Locationname	String	The name of the location linked to the bank fee entry.
Description	String	A description of the bank fee entry.
Exch_rate_date	Datetime	The date used for calculating the exchange rate.
Exch_rate_type_id	String	The identifier for the exchange rate type applied.
Exchange_rate	Double	The exchange rate used for the transaction.
Lineitem	String	The line item description for the bank fee entry.
Line_no	String	The line number for the bank fee entry.
Currency	String	The currency used for the bank fee entry.
Basecurr	String	The base currency for the bank fee entry.
Baselocation	Int64	The key identifying the base location for the bank fee entry.
Status	String	The current status of the bank fee entry.
Whencreated	Datetime	The date and time when the bank fee entry was created.
Whenmodified	Datetime	The date and time when the bank fee entry was last modified.
Createdby	Int64	The user or process ID that created the bank fee entry.
Modifiedby	Int64	The user or process ID that last modified the bank fee entry.
Departmentkey	Int64	The key identifying the department linked to the bank fee entry.
Locationkey	Int64	The key identifying the location linked to the bank fee entry.
Projectdimkey	Int64	The key identifying the project dimension associated with the bank fee entry.
Projectid	String	The ID of the project associated with the bank fee entry.
Projectname	String	The name of the project associated with the bank fee entry.
Customerdimkey	Int64	The key identifying the customer dimension associated with the bank fee entry.
Customerid	String	The ID of the customer associated with the bank fee entry.
Customername	String	The name of the customer associated with the bank fee entry.
Vendordimkey	Int64	The key identifying the vendor dimension associated with the bank fee entry.
Vendorid	String	The ID of the vendor associated with the bank fee entry.
Vendorname	String	The name of the vendor associated with the bank fee entry.
Employeedimkey	Int64	The key identifying the employee dimension associated with the bank fee entry.
Employeeid	String	The ID of the employee associated with the bank fee entry.
Employeename	String	The name of the employee associated with the bank fee entry.
Itemdimkey	Int64	The key identifying the item dimension associated with the bank fee entry.
Itemid	String	The ID of the item associated with the bank fee entry.
Itemname	String	The name of the item associated with the bank fee entry.
Classdimkey	Int64	The key identifying the class dimension associated with the bank fee entry.
Classid	String	The ID of the class associated with the bank fee entry.
Classname	String	The name of the class associated with the bank fee entry.
Record_url	String	A URL providing direct access to the bank fee entry record.

BillingSchedule

Provides information about billing schedules, including methods, statuses, and related transactions.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the billing schedule.
Status	String	The current status of the billing schedule.
Billingmethod	String	Specifies the method used for billing in this schedule.
Calculateon	String	Defines the calculation basis for the billing schedule.
Sourcetransdate	Datetime	The transaction date used as the source for the billing schedule.
Sourcetransaction	String	The source transaction linked to the billing schedule.
Trx_value	Double	The transaction value associated with the billing schedule.
Line_no	String	The line number associated with the billing schedule.
Templateid	String	The identifier of the template used for the billing schedule.
Record_url	String	Provides a URL to access the record of the billing schedule.

CCTransaction

Retrieves details about credit card transactions, including financial entity, payment information, and status.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the credit card transaction record.
Financialentity	String	Specifies the financial entity associated with the credit card transaction.
Whencreated	Datetime	The date and time when the credit card transaction record was created.
Recordid	String	An identifier for the transaction record in the source system.
Recordtype	String	The type of record associated with the credit card transaction.
Description2	String	Additional description of the credit card transaction.
Description	String	A description of the credit card transaction.
Prbatchkey	Int64	The batch key associated with the transaction.
Basecurr	String	The base currency for the transaction.
Currency	String	The transaction currency for the credit card transaction.
Exch_rate_date	Datetime	The date used for determining the exchange rate.
Exch_rate_type_id	Int64	The identifier for the exchange rate type applied.
Exchange_rate	Double	The exchange rate applied to the transaction.
Totalentered	Double	The total amount entered for the transaction.
Trx_totalentered	Double	The total transaction amount in its original currency.
Totalpaid	Double	The total amount paid for the transaction.
Trx_totalpaid	Double	The total amount paid in the original transaction currency.
Whenpaid	Datetime	The date and time when the transaction was paid.
Reversalkey	Int64	The key identifying a reversal transaction for the credit card transaction.
Reversaldate	String	The date when the reversal of the transaction occurred.
Reversedkey	Int64	The key of the record that was reversed.
Reverseddate	String	The date of the reversal for the associated record.
State	String	The current state or status of the credit card transaction.
Rawstate	String	The unprocessed state of the credit card transaction.
Cleared	String	Indicates whether the transaction has been cleared.
Paymentkey	Int64	The key associated with the payment transaction.
Auwhencreated	Datetime	The audit timestamp for when the record was created.
Whenmodified	Datetime	The date and time when the record was last modified.
Createdby	Int64	The user or process ID that created the record.
Modifiedby	Int64	The user or process ID that last modified the record.
Megaentitykey	Int64	The key identifying the parent entity of the record.
Megaentityid	String	The identifier for the parent entity of the record.
Megaentityname	String	The name of the parent entity associated with the record.
Record_url	String	A URL providing direct access to the credit card transaction record.

CCTransactionEntry

Retrieves detailed line items related to credit card transactions, including account, department, location, and project details.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the credit card transaction entry.
Recordkey	Int64	The key identifying the specific credit card transaction entry.
Recordtype	String	The type of record for the credit card transaction entry.
Accountkey	Int64	The key identifying the associated account.
Accountno	String	The account number associated with the transaction entry.
Accounttitle	String	The title of the account linked to the transaction entry.
Accountlabelkey	Int64	The key identifying the label of the associated account.
Accountlabel	String	The label of the account linked to the transaction entry.
Amount	Double	The amount recorded for the transaction entry.
Trx_amount	Double	The transaction amount for the entry in its original currency.
DeptNUM	Int64	The department key associated with the transaction entry.
Departmentid	String	The ID of the department linked to the transaction entry.
Departmentname	String	The name of the department linked to the transaction entry.
LocationNUM	Int64	The location key associated with the transaction entry.
Locationid	String	The ID of the location linked to the transaction entry.
Locationname	String	The name of the location linked to the transaction entry.
Description	String	A description of the transaction entry.
Exch_rate_date	Datetime	The date used for calculating the exchange rate.
Exch_rate_type_id	Int64	The identifier for the exchange rate type applied.
Exchange_rate	Double	The exchange rate used for the transaction entry.
Lineitem	String	The line item description for the transaction entry.
Line_no	String	The line number for the transaction entry.
Currency	String	The currency used for the transaction entry.
Basecurr	String	The base currency for the transaction entry.
Status	String	The current status of the transaction entry.
Totalpaid	Double	The total amount paid for the transaction entry.
Trx_totalpaid	Double	The total amount paid in the original transaction currency.
Departmentkey	Int64	The key identifying the department linked to the transaction entry.
Whencreated	Datetime	The date and time when the transaction entry was created.
Whenmodified	Datetime	The date and time when the transaction entry was last modified.
Createdby	Int64	The user or process ID that created the transaction entry.
Modifiedby	Int64	The user or process ID that last modified the transaction entry.
Projectdimkey	Int64	The key identifying the project dimension associated with the transaction entry.
Projectid	String	The ID of the project associated with the transaction entry.
Projectname	String	The name of the project associated with the transaction entry.
Customerdimkey	Int64	The key identifying the customer dimension associated with the transaction entry.
Customerid	String	The ID of the customer associated with the transaction entry.
Customername	String	The name of the customer associated with the transaction entry.
Vendordimkey	Int64	The key identifying the vendor dimension associated with the transaction entry.
Vendorid	String	The ID of the vendor associated with the transaction entry.
Vendorname	String	The name of the vendor associated with the transaction entry.
Employeedimkey	Int64	The key identifying the employee dimension associated with the transaction entry.
Employeeid	String	The ID of the employee associated with the transaction entry.
Employeename	String	The name of the employee associated with the transaction entry.
Itemdimkey	Int64	The key identifying the item dimension associated with the transaction entry.
Itemid	String	The ID of the item associated with the transaction entry.
Itemname	String	The name of the item associated with the transaction entry.
Classdimkey	Int64	The key identifying the class dimension associated with the transaction entry.
Classid	String	The ID of the class associated with the transaction entry.
Classname	String	The name of the class associated with the transaction entry.
Record_url	String	A URL providing direct access to the transaction entry record.

ChargePayoff

Tracks charge payoff transactions, documenting statuses, financial entities, and reversal information.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the charge payoff transaction.
Entity	String	The entity associated with the charge payoff transaction.
Financialentity	String	The financial entity related to the charge payoff transaction.
Recordtype	String	The type of record for the charge payoff transaction.
Whencreated	Datetime	The date and time when the charge payoff transaction was created.
Reversalkey	Int64	The key identifying a reversal transaction for the charge payoff.
Reversedkey	Int64	The key of the transaction that was reversed.
State	String	The current state or status of the charge payoff transaction.
Rawstate	String	The unprocessed state of the charge payoff transaction.
Cleared	String	Indicates whether the charge payoff transaction has been cleared.
Totalentered	Double	The total amount entered for the charge payoff transaction.
Trx_totalentered	Double	The total amount of the transaction in its original currency.
Basecurr	String	The base currency for the charge payoff transaction.
Currency	String	The transaction currency for the charge payoff.
Liabacctkey	Int64	The key identifying the liability account associated with the charge payoff.
Reversaldate	String	The date of the reversal transaction for the charge payoff.
Reverseddate	String	The date when the charge payoff transaction was reversed.
Auwhencreated	Datetime	The audit timestamp for when the charge payoff transaction was created.
Whenmodified	Datetime	The date and time when the charge payoff transaction was last modified.
Createdby	Int64	The user or process ID that created the charge payoff transaction.
Modifiedby	Int64	The user or process ID that last modified the charge payoff transaction.
Megaentitykey	Int64	The key identifying the parent entity associated with the charge payoff transaction.
Megaentityid	String	The identifier of the parent entity associated with the charge payoff transaction.
Megaentityname	String	The name of the parent entity associated with the charge payoff transaction.
Record_url	String	A URL providing direct access to the charge payoff transaction record.

ChargePayoffEntry

Provides detailed line items for charge payoff transactions, including accounts, amounts, and dimensions.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the charge payoff entry.
Recordkey	Int64	The key identifying the specific charge payoff entry.
Recordtype	String	The type of record for the charge payoff entry.
Accountkey	Int64	The key identifying the associated account.
Accountno	String	The account number associated with the charge payoff entry.
Accounttitle	String	The title of the account linked to the charge payoff entry.
Amount	Double	The amount recorded for the charge payoff entry.
Trx_amount	Double	The transaction amount for the charge payoff entry in its original currency.
DeptNUM	Int64	The department key associated with the charge payoff entry.
Departmentid	String	The ID of the department linked to the charge payoff entry.
Departmentname	String	The name of the department linked to the charge payoff entry.
Locationid	String	The ID of the location linked to the charge payoff entry.
Locationname	String	The name of the location linked to the charge payoff entry.
Description	String	A description of the charge payoff entry.
Exch_rate_date	Datetime	The date used for calculating the exchange rate for the charge payoff entry.
Exch_rate_type_id	String	The identifier for the exchange rate type applied to the charge payoff entry.
Exchange_rate	Double	The exchange rate used for the charge payoff entry.
Lineitem	String	The line item description for the charge payoff entry.
Currency	String	The currency used for the charge payoff entry.
Basecurr	String	The base currency for the charge payoff entry.
Baselocation	Int64	The key identifying the base location for the charge payoff entry.
Status	String	The current status of the charge payoff entry.
Whencreated	Datetime	The date and time when the charge payoff entry was created.
Whenmodified	Datetime	The date and time when the charge payoff entry was last modified.
Createdby	Int64	The user or process ID that created the charge payoff entry.
Modifiedby	Int64	The user or process ID that last modified the charge payoff entry.
Departmentkey	Int64	The key identifying the department linked to the charge payoff entry.
Locationkey	Int64	The key identifying the location linked to the charge payoff entry.
Projectdimkey	Int64	The key identifying the project dimension associated with the charge payoff entry.
Projectid	String	The ID of the project associated with the charge payoff entry.
Projectname	String	The name of the project associated with the charge payoff entry.
Customerdimkey	Int64	The key identifying the customer dimension associated with the charge payoff entry.
Customerid	String	The ID of the customer associated with the charge payoff entry.
Customername	String	The name of the customer associated with the charge payoff entry.
Vendordimkey	Int64	The key identifying the vendor dimension associated with the charge payoff entry.
Vendorid	String	The ID of the vendor associated with the charge payoff entry.
Vendorname	String	The name of the vendor associated with the charge payoff entry.
Employeedimkey	Int64	The key identifying the employee dimension associated with the charge payoff entry.
Employeeid	String	The ID of the employee associated with the charge payoff entry.
Employeename	String	The name of the employee associated with the charge payoff entry.
Itemdimkey	Int64	The key identifying the item dimension associated with the charge payoff entry.
Itemid	String	The ID of the item associated with the charge payoff entry.
Itemname	String	The name of the item associated with the charge payoff entry.
Classdimkey	Int64	The key identifying the class dimension associated with the charge payoff entry.
Classid	String	The ID of the class associated with the charge payoff entry.
Classname	String	The name of the class associated with the charge payoff entry.
Record_url	String	A URL providing direct access to the charge payoff entry record.

ClassGroup

Manages class groups, capturing group types, relationships, and associated entities.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the class group record.
Id	String	The identifier for the class group.
Name	String	The name of the class group.
Description	String	A detailed description of the class group.
Grouptype	String	The type of the class group.
Whencreated	Datetime	The date and time when the class group was created.
Whenmodified	Datetime	The date and time when the class group was last modified.
Createdby	Int64	The user or process ID that created the class group.
Modifiedby	Int64	The user or process ID that last modified the class group.
Megaentitykey	Int64	The key identifying the parent entity linked to the class group.
Megaentityid	String	The identifier of the parent entity linked to the class group.
Megaentityname	String	The name of the parent entity linked to the class group.
Record_url	String	A URL providing direct access to the class group record.

CNSAcctBal

Provides consolidated account balance data, summarizing financial entries and subsidiary relationships.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the consolidated account balance record.
Subsidiarykey	String	The key identifying the subsidiary associated with the account balance.
Subaccountkey	String	The key identifying the subaccount within the subsidiary.
Subaccountno	String	The number identifying the subaccount.
Subtitle	String	The title or label associated with the subaccount.
Cnsperiodkey	String	The key identifying the consolidation period for the account balance.
Consbsrrate	String	The consolidation balance sheet rate.
Conswarrate	String	The consolidation weighted average rate.
Subaccttype	String	The type of the subaccount (e.g., asset, liability).
JournalNUM	Int64	The number identifying the journal associated with the account balance.
Symbol	String	The symbol representing the currency or unit for the account balance.
Batch_title	String	The title or label for the batch of transactions.
Batch_date	Datetime	The date associated with the batch of transactions.
AccountNUM	Int64	The number identifying the account within the system.
Acct_no	String	The account number for the consolidated account balance.
Entry_date	Datetime	The date of the entry in the account balance.
Timeperiod	Int64	The time period associated with the account balance.
Debit	Double	The total debit amount in the account balance.
Credit	Double	The total credit amount in the account balance.
PeriodNUM	Int64	The number identifying the period associated with the account balance.
Pname	String	The name of the period or process associated with the account balance.
Subsidiaryid	String	The identifier for the subsidiary associated with the account balance.
Formula_debit	Double	The calculated debit amount based on the formula applied.
Formula_credit	Double	The calculated credit amount based on the formula applied.
Record_url	String	A URL providing direct access to the consolidated account balance record.

Company

Stores company information, covering legal, operational, and contact-related metadata.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the company record.
Title	String	The title or designation of the company.
Name	String	The name of the company.
Country	String	The country in which the company operates.
Legalname	String	The legal name of the company.
Legalcountry	String	The legal country of registration for the company.
Federalid	String	The federal ID number for the company.
Contactname	String	The name of the primary contact for the company.
Contactphone	String	The phone number of the primary contact.
Contactemail	String	The email address of the primary contact.
Howheard	String	Information on how the company was referred or discovered.
Otherapps	String	Details of other applications or services used by the company.
Created	Datetime	The date and time when the company record was created.
Address1	String	The primary address line of the company.
Address2	String	The secondary address line of the company.
City	String	The city where the company is located.
State	String	The state or province where the company is located.
Legaladdress1	String	The first line of the company's legal address.
Legaladdress2	String	The second line of the company's legal address.
Legalcity	String	The city of the company's legal address.
Legalstate	String	The state or province of the company's legal address.
Zipcode	String	The postal code for the company's address.
Legalzipcode	String	The postal code for the company's legal address.
Logo	String	The logo associated with the company.
Type	String	The type or classification of the company.
Fax	String	The fax number for the company.
Status	String	The current status of the company.
Countrycode	String	The country code for the company's location.
Legalcountrycode	String	The country code for the company's legal registration.
Taxid	String	The tax identification number for the company.
Contractcustomerid	String	The contract customer ID associated with the company.
Ordercustomerid	String	The order customer ID associated with the company.
Record_url	String	A URL providing direct access to the company record.

Contractbillingschedule

Metadata for managing contract billing schedules in Sage Intacct.

Columns


Name	Type	Description
Recordno [KEY]	Long	Unique record number for the billing schedule.
Type	String	Type of billing schedule.
Contractkey	Long	Unique key referencing the contract.
Contractdetailkey	Long	Key referencing the contract detail.
State	String	State of the billing schedule.
Contractdetail_templatename	String	Name of the billing template.
Contractid	String	Unique identifier for the contract.
Lineno	Long	Line number associated with the contract.
Begindate	Date	Start date of the billing schedule.
Enddate	Date	End date of the billing schedule.
Templatekey	Long	Unique key referencing the billing template.
Canceldate	Date	Date the billing schedule was canceled.
Billingholddate	Date	Date the billing schedule was put on hold.
Billingresumedate	Date	Date the billing schedule was resumed.
Cndetailglpostingdate	Date	General ledger posting date for the contract detail.
Whencreated	Datetime	Timestamp of when the billing schedule was created.
Whenmodified	Datetime	Timestamp of the last modification to the billing schedule.
Createdby	Long	Identifier for the user who created the billing schedule.
Modifiedby	Long	Identifier for the user who last modified the billing schedule.
Completedate	Date	Date of the estimated revaluation completion.
Contract_recordno [KEY]	Long	Foreign key referencing the related contract record.
Contractdetail_recordno [KEY]	Long	Foreign key referencing the related contract detail record.

Tracks revenue schedules for contracts, supporting financial reporting and compliance.

Columns


Name	Type	Description
Recordno [KEY]	Long	Unique record number for the billing schedule.
Type	String	Type of billing schedule.
Contractkey	Long	Unique key referencing the contract.
Contractdetailkey	Long	Key referencing the contract detail.
State	String	State of the billing schedule.
Contractdetail_templatename	String	Name of the billing template.
Contractid	String	Unique identifier for the contract.
Lineno	Long	Line number associated with the contract.
Begindate	Date	Start date of the billing schedule.
Enddate	Date	End date of the billing schedule.
Templatekey	Long	Unique key referencing the billing template.
Canceldate	Date	Date the billing schedule was canceled.
Billingholddate	Date	Date the billing schedule was put on hold.
Billingresumedate	Date	Date the billing schedule was resumed.
Cndetailglpostingdate	Date	General ledger posting date for the contract detail.
Whencreated	Datetime	Timestamp of when the billing schedule was created.
Whenmodified	Datetime	Timestamp of the last modification to the billing schedule.
Createdby	Long	Identifier for the user who created the billing schedule.
Modifiedby	Long	Identifier for the user who last modified the billing schedule.
Completedate	Date	Date of the estimated revaluation completion.
Contract_recordno [KEY]	Long	Foreign key referencing the related contract record.
Contractdetail_recordno [KEY]	Long	Foreign key referencing the related contract detail record.

Contractbillingschedule

Metadata for managing contract billing schedules in Sage Intacct.

Columns


Name	Type	Description
Recordno [KEY]	Long	Unique record number for the billing schedule.
Type	String	Type of billing schedule.
Contractkey	Long	Unique key referencing the contract.
Contractdetailkey	Long	Key referencing the contract detail.
State	String	State of the billing schedule.
Contractdetail_templatename	String	Name of the billing template.
Contractid	String	Unique identifier for the contract.
Lineno	Long	Line number associated with the contract.
Begindate	Date	Start date of the billing schedule.
Enddate	Date	End date of the billing schedule.
Templatekey	Long	Unique key referencing the billing template.
Canceldate	Date	Date the billing schedule was canceled.
Billingholddate	Date	Date the billing schedule was put on hold.
Billingresumedate	Date	Date the billing schedule was resumed.
Cndetailglpostingdate	Date	General ledger posting date for the contract detail.
Whencreated	Datetime	Timestamp of when the billing schedule was created.
Whenmodified	Datetime	Timestamp of the last modification to the billing schedule.
Createdby	Long	Identifier for the user who created the billing schedule.
Modifiedby	Long	Identifier for the user who last modified the billing schedule.
Completedate	Date	Date of the estimated revaluation completion.
Contract_recordno [KEY]	Long	Foreign key referencing the related contract record.
Contractdetail_recordno [KEY]	Long	Foreign key referencing the related contract detail record.

Tracks revenue schedules for contracts, supporting financial reporting and compliance.

Columns


Name	Type	Description
Recordno [KEY]	Long	Unique record number for the billing schedule.
Type	String	Type of billing schedule.
Contractkey	Long	Unique key referencing the contract.
Contractdetailkey	Long	Key referencing the contract detail.
State	String	State of the billing schedule.
Contractdetail_templatename	String	Name of the billing template.
Contractid	String	Unique identifier for the contract.
Lineno	Long	Line number associated with the contract.
Begindate	Date	Start date of the billing schedule.
Enddate	Date	End date of the billing schedule.
Templatekey	Long	Unique key referencing the billing template.
Canceldate	Date	Date the billing schedule was canceled.
Billingholddate	Date	Date the billing schedule was put on hold.
Billingresumedate	Date	Date the billing schedule was resumed.
Cndetailglpostingdate	Date	General ledger posting date for the contract detail.
Whencreated	Datetime	Timestamp of when the billing schedule was created.
Whenmodified	Datetime	Timestamp of the last modification to the billing schedule.
Createdby	Long	Identifier for the user who created the billing schedule.
Modifiedby	Long	Identifier for the user who last modified the billing schedule.
Completedate	Date	Date of the estimated revaluation completion.
Contract_recordno [KEY]	Long	Foreign key referencing the related contract record.
Contractdetail_recordno [KEY]	Long	Foreign key referencing the related contract detail record.

CreditCardFee

Details fees associated with credit card transactions, including allocations and related accounts.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique record number for the CreditCardFee object.
Financialentity	String	Financial entity associated with the credit card fee.
Whencreated	Datetime	Timestamp of when the credit card fee was created.
Recordid	String	Unique identifier for the credit card fee record.
Recordtype	String	Type of the credit card fee record.
Description	String	Description of the credit card fee.
Prbatchkey	Int64	Key for the batch associated with the fee.
Basecurr	String	Base currency for the fee transaction.
Currency	String	Transaction currency for the fee.
Totalentered	Double	Total amount entered for the fee in base currency.
Trx_totalentered	Double	Total amount entered for the fee in transaction currency.
Totalpaid	Double	Total amount paid for the fee in base currency.
Trx_totalpaid	Double	Total amount paid for the fee in transaction currency.
Whenpaid	Datetime	Timestamp of when the fee was paid.
Reversalkey	Int64	Key for the reversal of the fee.
Reversaldate	String	Date of the fee reversal.
Reversedkey	Int64	Key for the reversed transaction.
Reverseddate	String	Date when the transaction was reversed.
State	String	State or status of the credit card fee.
Rawstate	String	Raw state of the credit card fee.
Cleared	String	Indicates whether the fee has been cleared.
Auwhencreated	Datetime	Audit timestamp of when the fee was created.
Whenmodified	Datetime	Timestamp of the last modification to the fee.
Createdby	Int64	Identifier of the user who created the fee record.
Modifiedby	Int64	Identifier of the user who last modified the fee record.
Megaentitykey	Int64	Key referencing the entity where the fee was created.
Megaentityid	String	Identifier of the entity where the fee was created.
Record_url	String	A portable, user-independent URL for viewing this fee record.

CreditCardFeeEntry

Tracks line items for credit card fees, documenting amounts, accounts, and financial allocations.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique record number for the CreditCardFeeEntry object.
Recordkey	Int64	Unique key identifying the credit card fee entry record.
Recordtype	String	Type of the record for the credit card fee entry.
Accountkey	Int64	Key referencing the associated account.
Accountno	String	Account number associated with the credit card fee entry.
Accounttitle	String	Title of the account associated with the credit card fee entry.
Accountlabelkey	Int64	Key referencing the account label.
Accountlabel	String	Label for the account associated with the credit card fee entry.
Amount	Double	Amount of the credit card fee entry in base currency.
Trx_amount	Double	Amount of the credit card fee entry in transaction currency.
DeptNUM	Int64	Department number associated with the fee entry.
Departmentid	String	Identifier for the department associated with the fee entry.
Departmentname	String	Name of the department associated with the fee entry.
LocationNUM	Int64	Location number associated with the fee entry.
Locationid	String	Identifier for the location associated with the fee entry.
Locationname	String	Name of the location associated with the fee entry.
Description	String	Description of the fee entry.
Lineitem	String	Line item details of the fee entry.
Line_no	String	Line number associated with the fee entry.
Currency	String	Currency used for the fee entry.
Basecurr	String	Base currency for the fee entry.
Baselocation	Int64	Key referencing the base location of the fee entry.
Status	String	Status of the fee entry record.
Totalpaid	Double	Total amount paid for the fee entry in base currency.
Trx_totalpaid	Double	Total amount paid for the fee entry in transaction currency.
Whencreated	Datetime	Timestamp of when the fee entry record was created.
Whenmodified	Datetime	Timestamp of the last modification to the fee entry record.
Createdby	Int64	Identifier of the user who created the fee entry record.
Modifiedby	Int64	Identifier of the user who last modified the fee entry record.
Departmentkey	Int64	Key referencing the department associated with the fee entry.
Locationkey	Int64	Key referencing the location associated with the fee entry.
Projectdimkey	Int64	Key referencing the associated project dimension.
Projectid	String	Identifier for the project associated with the fee entry.
Projectname	String	Name of the project associated with the fee entry.
Customerdimkey	Int64	Key referencing the associated customer dimension.
Customerid	String	Identifier for the customer associated with the fee entry.
Customername	String	Name of the customer associated with the fee entry.
Vendordimkey	Int64	Key referencing the associated vendor dimension.
Vendorid	String	Identifier for the vendor associated with the fee entry.
Vendorname	String	Name of the vendor associated with the fee entry.
Employeedimkey	Int64	Key referencing the associated employee dimension.
Employeeid	String	Identifier for the employee associated with the fee entry.
Employeename	String	Name of the employee associated with the fee entry.
Itemdimkey	Int64	Key referencing the associated item dimension.
Itemid	String	Identifier for the item associated with the fee entry.
Itemname	String	Name of the item associated with the fee entry.
Classdimkey	Int64	Key referencing the associated class dimension.
Classid	String	Identifier for the class associated with the fee entry.
Classname	String	Name of the class associated with the fee entry.
Record_url	String	A portable, user-independent URL for viewing this fee entry record.

DDSJob

Tracks data delivery service jobs, documenting statuses, schedules, and related entities.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the DDS job record.
Object	String	The object associated with the DDS job.
Jobtype	String	The type of DDS job.
Subscriptionkey	Int64	The key identifying the subscription for the DDS job.
Queuetime	Datetime	The date and time when the DDS job was queued.
Starttime	Datetime	The date and time when the DDS job started.
Endtime	Datetime	The date and time when the DDS job ended.
Recordscreated	Int64	The number of records created by the DDS job.
Recordsupdated	Int64	The number of records updated by the DDS job.
Recordsdeleted	Int64	The number of records deleted by the DDS job.
Status	String	The current status of the DDS job.
Error	String	Details of any error encountered during the DDS job.
Filelist	String	A list of files associated with the DDS job.
Record_url	String	The URL link to the DDS job record.

DepartmentGroup

Retrieves report data for department groups.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the department group record.
Id	String	The unique ID of the department group.
Name	String	The name of the department group.
Description	String	A description of the department group.
Grouptype	String	The type of department group.
Whencreated	Datetime	The date and time when the department group was created.
Whenmodified	Datetime	The date and time when the department group was last modified.
Createdby	Int64	The ID of the user who created the department group.
Modifiedby	Int64	The ID of the user who last modified the department group.
Megaentitykey	Int64	The internal key for the mega entity associated with the department group.
Megaentityid	String	The ID of the mega entity associated with the department group.
Megaentityname	String	The name of the mega entity associated with the department group.
Record_url	String	The URL link to the department group record.

Deposit

Records deposit transactions, detailing amounts, accounts, and associated financial data.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the deposit record.
Financialentity	String	The financial entity associated with the deposit.
Whencreated	Datetime	The date and time when the deposit was created.
Depositid	String	The unique ID of the deposit.
Recordtype	String	The type of deposit record.
Description	String	A description of the deposit.
Basecurr	String	The base currency of the deposit.
Currency	String	The currency of the deposit.
Totalentered	Double	The total amount entered for the deposit.
Trx_totalentered	Double	The transaction total amount entered for the deposit.
Bankname	String	The name of the bank associated with the deposit.
Reversalkey	Int64	The key for the reversal of the deposit.
Reversaldate	String	The date of the deposit reversal.
Reversedkey	Int64	The key for the reversed deposit.
Reverseddate	String	The date when the deposit was reversed.
State	String	The state of the deposit.
Rawstate	String	The raw state of the deposit.
Cleared	String	Indicates whether the deposit has been cleared.
Auwhencreated	Datetime	The date and time of the audit creation for the deposit.
Whenmodified	Datetime	The date and time when the deposit was last modified.
Createdby	Int64	The ID of the user who created the deposit.
Modifiedby	Int64	The ID of the user who last modified the deposit.
Megaentitykey	Int64	The internal key for the mega entity associated with the deposit.
Megaentityid	String	The ID of the mega entity associated with the deposit.
Megaentityname	String	The name of the mega entity associated with the deposit.
Record_url	String	The URL link to the deposit record.

DepositEntry

Provides detailed line items for deposits, including accounts, amounts, and transaction metadata.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the deposit entry record.
Recordkey	Int64	The key for the deposit entry record.
Recordtype	String	The type of deposit entry record.
Accountkey	Int64	The internal key of the associated account.
Accountno	String	The account number associated with the deposit entry.
Accounttitle	String	The title of the account associated with the deposit entry.
Accountlabel	String	The label of the account associated with the deposit entry.
Accountlabelkey	Int64	The internal key of the account label.
Amount	Double	The amount for the deposit entry.
Trx_amount	Double	The transaction amount for the deposit entry.
DeptNUM	Int64	The department number associated with the deposit entry.
Deptkey	Int64	The internal key of the associated department.
Departmentid	String	The ID of the associated department.
Departmentname	String	The name of the associated department.
LocationNUM	Int64	The location number associated with the deposit entry.
Locationkey	Int64	The internal key of the associated location.
Locationid	String	The ID of the associated location.
Locationname	String	The name of the associated location.
Description	String	A description of the deposit entry.
Exch_rate_date	Datetime	The exchange rate date for the deposit entry.
Exch_rate_type_id	Int64	The ID of the exchange rate type for the deposit entry.
Exchange_rate	Double	The exchange rate for the deposit entry.
Lineitem	String	The line item associated with the deposit entry.
Currency	String	The currency of the deposit entry.
Basecurr	String	The base currency of the deposit entry.
Baselocation	Int64	The base location associated with the deposit entry.
Status	String	The status of the deposit entry.
Whencreated	Datetime	The date and time when the deposit entry was created.
Whenmodified	Datetime	The date and time when the deposit entry was last modified.
Createdby	Int64	The ID of the user who created the deposit entry.
Modifiedby	Int64	The ID of the user who last modified the deposit entry.
Projectdimkey	Int64	The internal key of the associated project dimension.
Projectid	String	The ID of the associated project.
Projectname	String	The name of the associated project.
Customerdimkey	Int64	The internal key of the associated customer dimension.
Customerid	String	The ID of the associated customer.
Customername	String	The name of the associated customer.
Vendordimkey	Int64	The internal key of the associated vendor dimension.
Vendorid	String	The ID of the associated vendor.
Vendorname	String	The name of the associated vendor.
Employeedimkey	Int64	The internal key of the associated employee dimension.
Employeeid	String	The ID of the associated employee.
Employeename	String	The name of the associated employee.
Itemdimkey	Int64	The internal key of the associated item dimension.
Itemid	String	The ID of the associated item.
Itemname	String	The name of the associated item.
Classdimkey	Int64	The internal key of the associated class dimension.
Classid	String	The ID of the associated class.
Classname	String	The name of the associated class.
Record_url	String	The URL link to the deposit entry record.

DimensionRelationships

Maps relationships between dimension objects, providing integration and hierarchy information.

Table Specific Information

Note: All of the WHERE clause conditions for this view are executed client side within the Sync App.

Columns


Name	Type	Description
SourceDimension [KEY]	String	The name of the source dimension or user-defined dimension (UDD).
RelationshipId [KEY]	String	The unique identifier for the relationship.
SourceObjectId	String	The identifier of the source dimension object.
AutofillRelated	Boolean	Indicates whether values for related dimensions can be auto-filled.
EnableOverride	Boolean	Indicates whether auto-filled relationship values can be overridden.
RelatedDimension	String	The name of the related dimension or user-defined dimension (UDD).
RelatedObjectId	String	The identifier of the related dimension object.
SourceSide	String	The cardinality of the relationship from the source dimension.
RelatedSide	String	The cardinality of the relationship to the target (related) dimension.

Dimensions

Lists all standard and user-defined dimensions in a company, enabling detailed financial analysis.

Table Specific Information

Note: All of the WHERE clause conditions for this view are executed client side within the Sync App.

Columns


Name	Type	Description
ObjectName [KEY]	String	The integration name of the dimension object.
ObjectLabel	String	The label or display name of the dimension object.
TermLabel	String	The terminology label, if renamed in the company terminology settings.
UserDefinedDimension	Boolean	Indicates whether the dimension is a user-defined dimension.
EnabledInGL	Boolean	Indicates whether the dimension is enabled in the General Ledger module.

EExpensesItem

Provides line-level details for employee expense items, documenting allocations and related projects.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the employee expense item record.
Recordkey	Int64	The internal key for the employee expense item record.
Accountkey	Int64	The internal key of the associated account.
Entry_date	Datetime	The date of the expense entry.
Description	String	A description of the expense item.
Description2	String	An additional description of the expense item.
Glaccountno	String	The general ledger account number associated with the expense item.
Glaccounttitle	String	The title of the general ledger account associated with the expense item.
Amount	Double	The amount of the expense item.
Locationid	String	The ID of the location associated with the expense item.
Locationname	String	The name of the location associated with the expense item.
Departmentid	String	The ID of the department associated with the expense item.
Departmentname	String	The name of the department associated with the expense item.
Line_no	String	The line number of the expense item record.
Accountlabel	String	The label of the account associated with the expense item.
Totalselected	Double	The total amount selected for the expense item.
Totalpaid	Double	The total amount paid for the expense item.
Trx_amount	Double	The transaction amount for the expense item.
Trx_totalselected	Double	The transaction total selected for the expense item.
Trx_totalpaid	Double	The transaction total paid for the expense item.
Billable	Boolean	Indicates if the expense item is billable.
Billed	Boolean	Indicates if the expense item has been billed.
State	String	The state of the expense item.
Form1099	String	Indicates if the expense item is subject to Form 1099 reporting.
Exppmttypekey	Int64	The key of the expense payment type associated with the expense item.
Exppmttype	String	The type of expense payment associated with the expense item.
Nonreimbursable	Boolean	Indicates if the expense item is non-reimbursable.
Nr_amount	Double	The non-reporting currency amount for the expense item.
Nr_trx_amount	Double	The non-reporting transaction amount for the expense item.
Quantity	Double	The quantity associated with the expense item.
Unitrate	String	The unit rate associated with the expense item.
Createdby	Int64	The ID of the user who created the expense item record.
Modifiedby	Int64	The ID of the user who last modified the expense item record.
Whencreated	Datetime	The date and time when the expense item record was created.
Whenmodified	Datetime	The date and time when the expense item record was last modified.
Recordtype	String	The type of record associated with the expense item.
Projectdimkey	Int64	The internal key of the project dimension associated with the expense item.
Projectid	String	The ID of the project associated with the expense item.
Projectname	String	The name of the project associated with the expense item.
Customerdimkey	Int64	The internal key of the customer dimension associated with the expense item.
Customerid	String	The ID of the customer associated with the expense item.
Customername	String	The name of the customer associated with the expense item.
Vendordimkey	Int64	The internal key of the vendor dimension associated with the expense item.
Vendorid	String	The ID of the vendor associated with the expense item.
Vendorname	String	The name of the vendor associated with the expense item.
Itemdimkey	Int64	The internal key of the item dimension associated with the expense item.
Itemid	String	The ID of the item associated with the expense item.
Itemname	String	The name of the item associated with the expense item.
Classdimkey	Int64	The internal key of the class dimension associated with the expense item.
Classid	String	The ID of the class associated with the expense item.
Classname	String	The name of the class associated with the expense item.
Record_url	String	The URL link to the expense item record.

EExpensesPayment

Tracks payments for employee expenses, recording amounts, statuses, and transaction details.

Columns


Name	Type	Description
Paymentkey [KEY]	String	The unique identifier for the employee expense payment.
Payitemkey	String	The internal key for the payment item associated with the expense payment.
Recordkey	String	The internal key for the record associated with the expense payment.
Paiditemkey	String	The internal key for the paid item associated with the expense payment.
Amount	Double	The amount of the employee expense payment.
State	String	The state of the employee expense payment.
Parentpymt	String	The parent payment associated with the expense payment.
Paymentdate	Datetime	The date of the employee expense payment.
Record_url	String	The URL link to the expense payment record.

EPPayment

Tracks payments made to employees, including amounts, methods, and transaction metadata.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the employee payment record.
Prbatchkey	Int64	The batch key associated with the payment process.
Recordtype	String	The type of payment record.
Description	String	A description of the payment.
Totalentered	Double	The total amount entered for the payment.
Totalpaid	Double	The total amount paid for the payment.
Totalselected	Double	The total amount selected for payment.
Totaldue	Double	The total amount still due for the payment.
State	String	The current state or status of the payment.
Whencreated	Datetime	The date and time when the payment record was created.
Whenpaid	Datetime	The date and time when the payment was made.
Termkey	Int64	The key associated with the payment terms.
Termname	String	The name of the payment terms.
Whendiscount	Datetime	The date when a discount was applied to the payment.
Recordid	String	The unique record ID for the payment.
Userkey	Int64	The key associated with the user who created the payment.
Whendue	Datetime	The due date for the payment.
Docnumber	String	The document number associated with the payment.
Cleared	String	Indicates whether the payment has been cleared.
Clrdate	Datetime	The date when the payment was cleared.
Modulekey	String	The key associated with the payment module.
Status	String	The status of the payment.
Systemgenerated	String	Indicates whether the payment was system-generated.
Whenposted	Datetime	The date and time when the payment was posted.
Onhold	Boolean	Indicates whether the payment is on hold.
Currency	String	The currency used for the payment.
Trx_totalentered	Double	The total transaction amount entered for the payment.
Trx_totalpaid	Double	The total transaction amount paid for the payment.
Trx_totalselected	Double	The total transaction amount selected for payment.
Trx_totaldue	Double	The total transaction amount due for the payment.
Deliverymethod	String	The delivery method for the payment.
Recon_date	Datetime	The reconciliation date for the payment.
Basecurr	String	The base currency used for the payment.
Locationkey	Int64	The key of the location associated with the payment.
Auwhencreated	Datetime	The date and time when the payment was audited.
Whenmodified	Datetime	The date and time when the payment record was last modified.
Createdby	Int64	The ID of the user who created the payment record.
Modifiedby	Int64	The ID of the user who last modified the payment record.
Nr_totalentered	Double	The normalized total amount entered for the payment.
Nr_trx_totalentered	Double	The normalized total transaction amount entered for the payment.
Paymenttype	String	The type of payment made.
Paymentdate	Datetime	The date the payment was made.
Receiptdate	Datetime	The date the payment was received.
Paymentamount	Double	The amount paid in the payment.
Documentnumber	String	The document number associated with the payment.
Memo	String	The memo or notes associated with the payment.
Financialaccount	String	The financial account associated with the payment.
Employeeid	String	The ID of the employee associated with the payment.
Contactinfo_name	String	The name of the contact information associated with the payment.
Megaentitykey	Int64	The key for the mega entity associated with the payment.
Megaentityid	String	The ID of the mega entity associated with the payment.
Record_url	String	The URL link to the payment record.

EPPaymentItem

Details line items for employee payments, documenting allocations and associated transactions.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the employee payment item record.
Recordtype	String	Type of record associated with the employee payment item.
Entry_date	Datetime	Date the entry was recorded in the system.
Recordkey	Int64	Internal key for linking related records in the employee payment item table.
Vendoracctnokeyversion	Int64	Version key for the vendor account number.
Entrydescription	String	Description of the payment entry or transaction.
Accountkey	Int64	Key referencing the account associated with the payment item.
Glaccountno	String	General ledger account number for the transaction.
Glaccounttitle	String	Title or name of the general ledger account.
Amount	Double	Payment amount recorded for the item.
Locationid	String	Identifier for the location associated with the transaction.
Locationname	String	Name of the location associated with the transaction.
Departmentid	String	Identifier for the department related to the transaction.
Departmentname	String	Name of the department related to the transaction.
Line_no	String	Line number within the transaction or payment entry.
Form1099	String	Indicates if the payment is associated with Form 1099 reporting.
Accountlabel	String	Label or alias for the account associated with the item.
Totalselected	Double	Total amount selected for processing in the transaction.
Totalpaid	Double	Total amount paid in the transaction.
Parententry	Int64	Reference to the parent entry for the payment item.
Lineitem	String	Details of the specific line item in the payment entry.
Gloffset	Int64	Offset value for the general ledger entry.
Baselocation	Int64	Key identifying the base location for the transaction.
Allocationkey	Int64	Key used to allocate amounts to different accounts or dimensions.
Allocation	String	Details of the allocation applied to the transaction.
Subtotal	String	Subtotal amount for the payment entry.
Deferrevenue	Boolean	Indicates whether the revenue is deferred for this item.
Revrectemplatekey	Int64	Key identifying the revenue recognition template.
Revrectemplate	String	Name of the revenue recognition template used.
Deferredrevacctkey	Int64	Key identifying the deferred revenue account.
Deferredrevacctno	String	Account number for the deferred revenue account.
Deferredrevaccttitle	String	Title or description of the deferred revenue account.
Revrecstartdate	Datetime	Start date for recognizing revenue associated with this item.
Revrecenddate	Datetime	End date for recognizing revenue associated with this item.
Entrycurrency	String	Currency used for the payment entry.
Entryexchratedate	Datetime	Date of the exchange rate applied to the entry.
Entryexchratetype	Int64	Type of exchange rate used for the entry.
Entryexchrate	Double	Exchange rate applied to the entry currency.
Trx_amount	Double	Transaction amount for the payment item in its original currency.
Trx_totalselected	Double	Total amount selected for transaction in its original currency.
Trx_totalpaid	Double	Total paid amount in the transaction's original currency.
Billable	Boolean	Indicates if the item is billable to a customer.
Billed	Boolean	Indicates if the item has already been billed.
State	String	Current state or status of the payment item.
Releasetopay	Boolean	Indicates whether the item is approved for payment release.
Whencreated	Datetime	Timestamp when the item was created.
Whenmodified	Datetime	Timestamp when the item was last modified.
Createdby	Int64	Identifier of the user who created the item.
Modifiedby	Int64	Identifier of the user who last modified the item.
Locationkey	Int64	Key referencing the location associated with the item.
Departmentkey	Int64	Key referencing the department associated with the item.
Currency	String	Currency associated with the payment transaction.
Accountno	String	Account number associated with the payment transaction.
Accounttitle	String	Title of the account associated with the payment transaction.
Exch_rate_date	Datetime	Date the exchange rate was determined.
Exch_rate_type_id	Int64	Identifier for the type of exchange rate applied.
Exchange_rate	Double	Exchange rate applied to the transaction.
Projectdimkey	Int64	Key referencing the project dimension for the item.
Projectid	String	Identifier for the project associated with the transaction.
Projectname	String	Name of the project associated with the transaction.
Customerdimkey	Int64	Key referencing the customer dimension for the item.
Customerid	String	Identifier for the customer associated with the item.
Customername	String	Name of the customer associated with the item.
Vendordimkey	Int64	Key referencing the vendor dimension for the item.
Vendorid	String	Identifier for the vendor associated with the item.
Vendorname	String	Name of the vendor associated with the item.
Itemdimkey	Int64	Key referencing the item dimension for the payment.
Itemid	String	Identifier for the item associated with the payment.
Itemname	String	Name of the item associated with the payment.
Classdimkey	Int64	Key referencing the class dimension for the item.
Classid	String	Identifier for the class associated with the item.
Classname	String	Name of the class associated with the item.
Record_url	String	URL link to the record in the system.

EPPaymentRequest

Tracks employee payment requests, recording amounts, statuses, and related data.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the employee payment request record.
Prbatchkey	Int64	Key referencing the payment request batch.
Recordtype	String	Type of record associated with the employee payment request.
Description	String	Description of the payment request or transaction.
Totalentered	Double	Total amount entered for the payment request.
Totalpaid	Double	Total amount paid for the payment request.
Totalselected	Double	Total amount selected for processing in the payment request.
Totaldue	Double	Total amount due for the payment request.
State	String	Current state or status of the payment request.
Whencreated	Datetime	Timestamp when the payment request was created.
Whenpaid	Datetime	Timestamp when the payment was made.
Termkey	Int64	Key referencing the payment terms associated with the request.
Termname	String	Name of the payment terms associated with the request.
Whendiscount	Datetime	Date when any discounts on the payment request apply.
Recordid	String	Identifier for the record within the payment request.
Userkey	Int64	Key referencing the user who created the payment request.
Whendue	Datetime	Due date for the payment request.
Docnumber	String	Document number associated with the payment request.
Cleared	String	Indicates whether the payment request has been cleared.
Clrdate	Datetime	Date when the payment request was cleared.
Modulekey	String	Key referencing the module associated with the payment request.
Status	String	Current status of the payment request.
Systemgenerated	String	Indicates whether the record was system-generated.
Whenposted	Datetime	Timestamp when the payment request was posted.
Onhold	Boolean	Indicates whether the payment request is on hold.
Currency	String	Currency used in the payment request.
Trx_totalentered	Double	Transaction amount entered for the payment request in its original currency.
Trx_totalpaid	Double	Transaction amount paid for the payment request in its original currency.
Trx_totalselected	Double	Transaction amount selected for the payment request in its original currency.
Trx_totaldue	Double	Transaction amount due for the payment request in its original currency.
Deliverymethod	String	Method used for delivering the payment request.
Recon_date	Datetime	Date of reconciliation for the payment request.
Basecurr	String	Base currency used for the payment request.
Locationkey	Int64	Key referencing the location associated with the payment request.
Auwhencreated	Datetime	Timestamp when the audit entry for creation was recorded.
Whenmodified	Datetime	Timestamp when the payment request was last modified.
Createdby	Int64	Identifier of the user who created the payment request.
Modifiedby	Int64	Identifier of the user who last modified the payment request.
Nr_totalentered	Double	Non-reconciled total amount entered for the payment request.
Nr_trx_totalentered	Double	Non-reconciled transaction amount entered in the payment request's original currency.
Paymenttype	String	Type of payment method used for the request.
Paymentdate	Datetime	Date when the payment was made.
Receiptdate	Datetime	Date when the payment receipt was issued.
Paymentamount	Double	Amount paid for the payment request.
Documentnumber	String	Number of the document associated with the payment request.
Memo	String	Memo or notes associated with the payment request.
Financialaccount	String	Financial account related to the payment request.
Employeeid	String	Identifier of the employee associated with the payment request.
Contactinfo_name	String	Name of the contact associated with the payment request.
Megaentitykey	Int64	Key referencing the mega-entity associated with the payment request.
Megaentityid	String	Identifier of the mega-entity associated with the payment request.
Record_url	String	URL link to the record in the system.

ExchangeRateEntry

Tracks detailed entries for exchange rates, documenting rate values and associated periods.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the exchange rate entry record.
Exchangeratekey	Int64	Key referencing the associated exchange rate.
Effective_start_date	Datetime	Date when the exchange rate becomes effective.
Exchange_rate	Double	Exchange rate value for the specified period.
Reciprocal_rate	Double	Reciprocal value of the exchange rate for the specified period.
Whencreated	Datetime	Timestamp when the exchange rate entry was created.
Whenmodified	Datetime	Timestamp when the exchange rate entry was last modified.
Createdby	Int64	Identifier of the user who created the exchange rate entry.
Modifiedby	Int64	Identifier of the user who last modified the exchange rate entry.
Record_url	String	URL link to the exchange rate entry record in the system.

ExchangeRateTypes

Defines types of exchange rates, linking them to currencies and operational configurations.

Columns


Name	Type	Description
Id [KEY]	String	Unique identifier for the exchange rate type.
Name	String	Name of the exchange rate type.
Isdefault	String	Indicates whether this exchange rate type is set as the default.
Record_url	String	URL link to the exchange rate type record in the system.

ExpenseAdjustmentsItem

Provides line-level details for expense adjustments, documenting accounts, amounts, and allocations.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the expense adjustment item record.
Recordkey	Int64	Key referencing the specific record within the expense adjustment.
Accountkey	Int64	Key identifying the account associated with the expense adjustment item.
Entry_date	Datetime	Date when the entry for the expense adjustment item was made.
Description	String	Description of the expense adjustment item.
Description2	String	Additional description or notes for the expense adjustment item.
Glaccountno	String	General ledger account number associated with the adjustment item.
Glaccounttitle	String	Title or name of the general ledger account.
Amount	Double	Amount for the expense adjustment item.
Locationid	String	Identifier for the location related to the adjustment item.
Locationname	String	Name of the location related to the adjustment item.
Departmentid	String	Identifier for the department associated with the adjustment item.
Departmentname	String	Name of the department associated with the adjustment item.
Line_no	String	Line number of the expense adjustment item.
Accountlabel	String	Label or alias for the account associated with the adjustment item.
Totalselected	Double	Total amount selected for processing in the expense adjustment item.
Totalpaid	Double	Total amount paid for the expense adjustment item.
Trx_amount	Double	Transaction amount in the original currency for the adjustment item.
Trx_totalselected	Double	Total amount selected for processing in the original currency for the adjustment item.
Trx_totalpaid	Double	Total paid amount in the original currency for the adjustment item.
Billable	Boolean	Indicates whether the adjustment item is billable to a customer.
Billed	Boolean	Indicates whether the adjustment item has been billed.
State	String	Current state or status of the adjustment item.
Form1099	String	Indicates whether the adjustment item is associated with Form 1099 reporting.
Exppmttypekey	Int64	Key identifying the expense payment type associated with the adjustment item.
Exppmttype	String	Expense payment type associated with the adjustment item.
Nonreimbursable	Boolean	Indicates whether the adjustment item is non-reimbursable.
Nr_amount	Double	Non-reconciled amount for the expense adjustment item.
Nr_trx_amount	Double	Non-reconciled transaction amount in the original currency for the adjustment item.
Quantity	Double	Quantity associated with the adjustment item.
Unitrate	String	Unit rate applied to the adjustment item.
Createdby	Int64	Identifier of the user who created the adjustment item.
Modifiedby	Int64	Identifier of the user who last modified the adjustment item.
Whencreated	Datetime	Timestamp when the adjustment item was created.
Whenmodified	Datetime	Timestamp when the adjustment item was last modified.
Recordtype	String	Type of record associated with the adjustment item.
Projectdimkey	Int64	Key referencing the project dimension associated with the adjustment item.
Projectid	String	Identifier for the project associated with the adjustment item.
Projectname	String	Name of the project associated with the adjustment item.
Customerdimkey	Int64	Key referencing the customer dimension associated with the adjustment item.
Customerid	String	Identifier for the customer associated with the adjustment item.
Customername	String	Name of the customer associated with the adjustment item.
Vendordimkey	Int64	Key referencing the vendor dimension associated with the adjustment item.
Vendorid	String	Identifier for the vendor associated with the adjustment item.
Vendorname	String	Name of the vendor associated with the adjustment item.
Itemdimkey	Int64	Key referencing the item dimension associated with the adjustment item.
Itemid	String	Identifier for the item associated with the adjustment item.
Itemname	String	Name of the item associated with the adjustment item.
Classdimkey	Int64	Key referencing the class dimension associated with the adjustment item.
Classid	String	Identifier for the class associated with the adjustment item.
Classname	String	Name of the class associated with the adjustment item.
Record_url	String	URL link to the expense adjustment item record in the system.

FundsTransfer

Tracks fund transfers between accounts, including amounts, currencies, and transaction statuses.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the funds transfer record.
Recordtype	String	Type of record associated with the funds transfer.
Whencreated	Datetime	Timestamp when the funds transfer record was created.
Fromaccountid	String	Identifier for the account from which funds are transferred.
Toaccountid	String	Identifier for the account to which funds are transferred.
Fromaccountname	String	Name of the account from which funds are transferred.
Toaccountname	String	Name of the account to which funds are transferred.
Fromglaccountno	String	General ledger account number for the source account.
Toglaccountno	String	General ledger account number for the destination account.
Fromaccountcurr	String	Currency of the source account.
Toaccountcurr	String	Currency of the destination account.
Recordid	String	Identifier for the funds transfer within the system.
Description	String	Description or notes for the funds transfer.
Totalentered	Double	Total amount entered for the funds transfer.
Trx_totalentered	Double	Transaction amount entered for the funds transfer in its original currency.
Basecurr	String	Base currency used for the funds transfer.
Currency	String	Currency used for the funds transfer.
Exch_rate_date	Datetime	Date when the exchange rate was applied for the funds transfer.
Exch_rate_type_id	String	Identifier for the type of exchange rate applied.
Exchange_rate	Double	Exchange rate applied to the funds transfer.
Recon_date	Datetime	Reconciliation date for the funds transfer.
Reversalkey	Int64	Key referencing the reversal associated with the funds transfer.
Reversaldate	String	Date when the funds transfer was reversed.
Reversedkey	Int64	Key referencing the funds transfer that was reversed.
Reverseddate	String	Date when the reversed funds transfer was recorded.
State	String	Current state or status of the funds transfer.
Rawstate	String	Raw state of the funds transfer, providing detailed status information.
Cleared	String	Indicates whether the funds transfer has been cleared.
Auwhencreated	Datetime	Audit timestamp when the funds transfer record was created.
Whenmodified	Datetime	Timestamp when the funds transfer record was last modified.
Createdby	Int64	Identifier of the user who created the funds transfer record.
Modifiedby	Int64	Identifier of the user who last modified the funds transfer record.
Megaentitykey	Int64	Key referencing the mega-entity associated with the funds transfer.
Megaentityid	String	Identifier of the mega-entity associated with the funds transfer.
Megaentityname	String	URL link to the funds transfer record in the system.

FundsTransferEntry

Provides detailed line items for fund transfers, documenting accounts, amounts, and dimensions.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the funds transfer entry record.
Recordkey	Int64	Key referencing the specific record within the funds transfer.
Recordtype	String	Type of record associated with the funds transfer entry.
Accountkey	Int64	Key identifying the account associated with the funds transfer entry.
Accountno	String	Account number associated with the funds transfer entry.
Accounttitle	String	Title or name of the account associated with the funds transfer entry.
Amount	Double	Amount for the funds transfer entry.
Trx_amount	Double	Transaction amount in the original currency for the funds transfer entry.
DeptNUM	Int64	Department number associated with the funds transfer entry.
Departmentid	String	Identifier for the department associated with the funds transfer entry.
Departmentname	String	Name of the department associated with the funds transfer entry.
LocationNUM	Int64	Location number associated with the funds transfer entry.
Locationid	String	Identifier for the location associated with the funds transfer entry.
Locationname	String	Name of the location associated with the funds transfer entry.
Exch_rate_date	Datetime	Date when the exchange rate was applied for the funds transfer entry.
Exch_rate_type_id	String	Identifier for the type of exchange rate applied to the funds transfer entry.
Exchange_rate	Double	Exchange rate applied to the funds transfer entry.
Lineitem	String	Details of the specific line item in the funds transfer entry.
Currency	String	Currency used for the funds transfer entry.
Basecurr	String	Base currency used for the funds transfer entry.
Status	String	Current status of the funds transfer entry.
Totalpaid	Double	Total amount paid for the funds transfer entry.
Trx_totalpaid	Double	Total paid amount in the original currency for the funds transfer entry.
Whencreated	Datetime	Timestamp when the funds transfer entry was created.
Whenmodified	Datetime	Timestamp when the funds transfer entry was last modified.
Createdby	Int64	Identifier of the user who created the funds transfer entry.
Modifiedby	Int64	Identifier of the user who last modified the funds transfer entry.
Departmentkey	Int64	Key referencing the department associated with the funds transfer entry.
Locationkey	Int64	Key referencing the location associated with the funds transfer entry.
Projectdimkey	Int64	Key referencing the project dimension associated with the funds transfer entry.
Projectid	String	Identifier for the project associated with the funds transfer entry.
Projectname	String	Name of the project associated with the funds transfer entry.
Customerdimkey	Int64	Key referencing the customer dimension associated with the funds transfer entry.
Customerid	String	Identifier for the customer associated with the funds transfer entry.
Customername	String	Name of the customer associated with the funds transfer entry.
Vendordimkey	Int64	Key referencing the vendor dimension associated with the funds transfer entry.
Vendorid	String	Identifier for the vendor associated with the funds transfer entry.
Vendorname	String	Name of the vendor associated with the funds transfer entry.
Employeedimkey	Int64	Key referencing the employee dimension associated with the funds transfer entry.
Employeeid	String	Identifier for the employee associated with the funds transfer entry.
Employeename	String	Name of the employee associated with the funds transfer entry.
Itemdimkey	Int64	Key referencing the item dimension associated with the funds transfer entry.
Itemid	String	Identifier for the item associated with the funds transfer entry.
Itemname	String	Name of the item associated with the funds transfer entry.
Classdimkey	Int64	Key referencing the class dimension associated with the funds transfer entry.
Classid	String	Identifier for the class associated with the funds transfer entry.
Classname	String	Name of the class associated with the funds transfer entry.
Record_url	String	URL link to the funds transfer entry record in the system.

GLAccountBalance

Tracks the balances of GL accounts, including details on transactions and period summaries, to aid in financial reporting and reconciliation.

Table Specific Information

To retrieve information from the GlAccountBalance table, Sage Intacct needs to have a Period to retrieve balances for. By default, CData Sync App will automatically find all budgetable reports and run GLAccountBalance on each of them. In SQL, that means that:

SELECT * FROM GLAccountBalance

Is the same as this:

SELECT * FROM GLAccountBalance WHERE Period IN (SELECT Name FROM ReportingPeriod WHERE Budgeting = 'true')

Since this query can be slow if you have many reporting periods, it's recommended that you provide a specific Period name if you know which one you're interested in:

SELECT * FROM GLAccountBalance WHERE Period = 'Month Ended September 2011'

Columns


Name	Type	Description
Accountrec	Int64	Unique identifier for the GL account balance record.
Accountno	String	Account number associated with the GL account.
Accounttitle	String	Title or name of the GL account.
Departmentid	String	Identifier for the department associated with this account balance.
Locationid	String	Identifier for the location associated with this account balance.
Bookid	String	Identifier for the book associated with this account balance.
Currency	String	Currency used for the GL account balance.
Period	String	Accounting period for this GL account balance.
Openbal	Double	Opening balance for the GL account in the specified period.
Totdebit	Double	Total debit transactions for the GL account in the specified period.
Totcredit	Double	Total credit transactions for the GL account in the specified period.
Totadjdebit	Double	Total adjusted debit transactions for the GL account in the specified period.
Totadjcredit	Double	Total adjusted credit transactions for the GL account in the specified period.
Forbal	Double	Foreign balance for the GL account in the specified period.
Endbal	Double	Ending balance for the GL account in the specified period.
Projectdimkey	Int64	Key for the project dimension associated with the GL account balance.
Projectid	String	Identifier for the project associated with the GL account balance.
Projectname	String	Name of the project associated with the GL account balance.
Customerdimkey	Int64	Key for the customer dimension associated with the GL account balance.
Customerid	String	Identifier for the customer associated with the GL account balance.
Customername	String	Name of the customer associated with the GL account balance.
Vendordimkey	Int64	Key for the vendor dimension associated with the GL account balance.
Vendorid	String	Identifier for the vendor associated with the GL account balance.
Vendorname	String	Name of the vendor associated with the GL account balance.
Employeedimkey	Int64	Key for the employee dimension associated with the GL account balance.
Employeeid	String	Identifier for the employee associated with the GL account balance.
Employeename	String	Name of the employee associated with the GL account balance.
Itemdimkey	Int64	Key for the item dimension associated with the GL account balance.
Itemid	String	Identifier for the item associated with the GL account balance.
Itemname	String	Name of the item associated with the GL account balance.
Classdimkey	Int64	Key for the class dimension associated with the GL account balance.
Classid	String	Identifier for the class associated with the GL account balance.
Classname	String	Name of the class associated with the GL account balance.
Record_url	String	URL link to view the GL account balance record.

GLAcctGrpHierarchy

Provides a hierarchical representation of GL account groups, detailing member accounts and their attributes for structured reporting.

Columns


Name	Type	Description
Glacctgrpkey [KEY]	Int64	Unique identifier for the GL account group in the hierarchy.
Glacctgrpname	String	Name of the GL account group in the hierarchy.
Glacctgrptitle	String	Title of the GL account group in the hierarchy.
Glacctgrpnormalbalance	String	Indicates the normal balance type (debit or credit) for the GL account group.
Glacctgrpmembertype	String	Specifies the type of members included in the GL account group.
Glacctgrphowcreated	String	Indicates how the GL account group was created (manual or system-generated).
Glacctgrplocationkey	Int64	Location key associated with the GL account group.
Accountkey	Int64	Unique identifier for the GL account member in the hierarchy.
Accountno	String	Account number for the GL account member in the hierarchy.
Accounttitle	String	Title of the GL account member in the hierarchy.
Accountnormalbalance	String	Indicates the normal balance type (debit or credit) for the GL account member.
Accounttype	String	Specifies the type of the GL account member.
Accountlocationkey	Int64	Location key associated with the GL account member in the hierarchy.
Record_url	String	URL for accessing the GL account group hierarchy record.

GLDetail

Contains granular details of General Ledger (GL) entries, including transaction data for precise financial tracking.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the GL detail entry.
Batchkey	Int64	Identifier for the batch associated with this entry.
Batch_date	Datetime	Date when the batch was created.
Batch_title	String	Title or description of the batch.
Symbol	String	Symbol or code representing the currency or transaction type.
Batch_no	Int64	Sequential number assigned to the batch.
Bookid	String	Identifier for the book associated with this entry.
Childentity	String	Identifier for the subsidiary or child entity associated with this entry.
Modified	Datetime	Timestamp when the entry was last modified.
Referenceno	String	Reference number associated with the transaction.
Adj	Boolean	Indicates if the entry is an adjustment.
Modulekey	String	Key representing the module that generated the entry.
Ownershipkey	Int64	Key representing the ownership of the entry.
Line_no	Int64	Line number within the transaction or batch.
Entry_date	Datetime	Date of the journal entry.
Tr_type	Int64	Transaction type code.
Document	String	Document associated with the transaction.
Accountno	String	Account number impacted by the transaction.
Accounttitle	String	Title or name of the account.
Statistical	String	Indicates if the entry is statistical in nature.
Departmentid	String	Identifier for the department associated with the entry.
Departmenttitle	String	Title or name of the department.
Locationid	String	Identifier for the location associated with the entry.
Locationname	String	Name of the location associated with the entry.
Currency	String	Currency used in the transaction.
Basecurr	String	Base currency used for reporting.
Description	String	Description or memo associated with the entry.
Debitamount	Double	Debit amount for this entry.
Creditamount	Double	Credit amount for this entry.
Amount	Double	Net amount for this entry.
Trx_debitamount	Double	Transaction debit amount in the transaction currency.
Trx_creditamount	Double	Transaction credit amount in the transaction currency.
Trx_amount	Double	Transaction amount in the transaction currency.
Cleared	String	Indicates if the entry has been cleared.
Clrdate	Datetime	Date when the entry was cleared.
Custentity	String	Customer entity associated with the entry.
Vendentity	String	Vendor entity associated with the entry.
Empentity	String	Employee entity associated with the entry.
Locentity	String	Location entity associated with the entry.
Recordtype	String	Type of record associated with this entry.
Recordid	String	Unique identifier for the record.
Docnumber	String	Document number associated with this entry.
State	String	State or status of the entry.
Whencreated	Datetime	Timestamp when the entry was created.
Whendue	Datetime	Due date associated with the entry.
Whenpaid	Datetime	Timestamp when the entry was paid.
Whenmodified	Datetime	Timestamp when the entry was last modified.
Prdescription	String	Description or notes for prior reconciliation.
Prcleared	String	Indicates if prior reconciliation was cleared.
Prclrdate	Datetime	Date when prior reconciliation was cleared.
Financialentity	String	Financial entity associated with the entry.
Totalentered	Double	Total amount entered in the batch or transaction.
Totalpaid	Double	Total amount paid for this entry.
Totaldue	Double	Total amount due for this entry.
Entrydescription	String	Description of the journal entry.
Glentrykey	Int64	Unique key for the GL entry.
Createdby	String	Identifier for the user who created the entry.
Batch_state	String	State or status of the batch.
Entry_state	String	State or status of the entry within the batch.
Auwhencreated	Datetime	Timestamp when the entry was created for audit purposes.
Aucreatedby	Int64	Identifier of the user who created the entry for audit purposes.
Modifiedby	Int64	Identifier of the user who last modified the entry.
Projectdimkey	Int64	Key associated with the project dimension.
Projectid	String	Identifier for the project associated with the entry.
Projectname	String	Name of the project associated with the entry.
Customerdimkey	Int64	Key associated with the customer dimension.
Customerid	String	Identifier for the customer associated with the entry.
Customername	String	Name of the customer associated with the entry.
Vendordimkey	Int64	Key associated with the vendor dimension.
Vendorid	String	Identifier for the vendor associated with the entry.
Vendorname	String	Name of the vendor associated with the entry.
Employeedimkey	Int64	Key associated with the employee dimension.
Employeeid	String	Identifier for the employee associated with the entry.
Employeename	String	Name of the employee associated with the entry.
Itemdimkey	Int64	Key associated with the item dimension.
Itemid	String	Identifier for the item associated with the entry.
Itemname	String	Name of the item associated with the entry.
Classdimkey	Int64	Key associated with the class dimension.
Classid	String	Identifier for the class associated with the entry.
Classname	String	Name of the class associated with the entry.
Record_url	String	URL link to access the record associated with this entry.

GLEntry

Stores information about individual GL entries, including amounts, accounts, and supporting details for journal postings.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the GL entry.
Batchno	Int64	Identifier for the batch containing this entry.
Userno	Int64	Identifier for the user associated with this entry.
Line_no	Int64	Line number within the batch or transaction.
Tr_type	Int64	Transaction type code for the entry.
Entry_date	Datetime	Date when the entry was recorded.
Amount	Double	Net amount of the entry.
Trx_amount	Double	Transaction amount in the transaction currency.
Accountkey	Int64	Unique key representing the account for this entry.
Accountno	String	Account number associated with the entry.
Departmentkey	Int64	Key representing the department associated with the entry.
Department	String	Identifier for the department linked to the entry.
Departmenttitle	String	Name or title of the department.
Locationkey	Int64	Key representing the location associated with the entry.
Location	String	Identifier for the location linked to the entry.
Locationname	String	Name of the location associated with the entry.
Document	String	Document number or identifier for the entry.
Description	String	Description or memo associated with the entry.
Units	Int64	Number of units associated with the entry, if applicable.
Basecurr	String	Base currency for the entry.
Currency	String	Currency used for the transaction.
Cleared	String	Indicates if the entry has been cleared.
Clrdate	Datetime	Date when the entry was cleared.
Timeperiod	Int64	Time period associated with the entry.
Adj	String	Indicates if the entry is an adjustment.
Exch_rate_date	Datetime	Date used for determining the exchange rate.
Exch_rate_type_id	String	Type identifier for the exchange rate used.
Exchange_rate	Double	Exchange rate applied to the transaction.
Recon_date	Datetime	Date when the entry was reconciled.
Allocation	String	Allocation type or identifier for the entry.
Allocationkey	Int64	Key representing the allocation associated with the entry.
Whencreated	Datetime	Timestamp when the entry was created.
Whenmodified	Datetime	Timestamp when the entry was last modified.
Createdby	Int64	Identifier of the user who created the entry.
Modifiedby	Int64	Identifier of the user who last modified the entry.
State	String	State or status of the entry.
Projectdimkey	Int64	Key associated with the project dimension for this entry.
Projectid	String	Identifier for the project linked to the entry.
Projectname	String	Name of the project associated with the entry.
Customerdimkey	Int64	Key representing the customer dimension for this entry.
Customerid	String	Identifier for the customer associated with the entry.
Customername	String	Name of the customer associated with the entry.
Vendordimkey	Int64	Key representing the vendor dimension for this entry.
Vendorid	String	Identifier for the vendor associated with the entry.
Vendorname	String	Name of the vendor associated with the entry.
Employeedimkey	Int64	Key representing the employee dimension for this entry.
Employeeid	String	Identifier for the employee associated with the entry.
Employeename	String	Name of the employee associated with the entry.
Itemdimkey	Int64	Key representing the item dimension for this entry.
Itemid	String	Identifier for the item associated with the entry.
Itemname	String	Name of the item associated with the entry.
Classdimkey	Int64	Key representing the class dimension for this entry.
Classid	String	Identifier for the class associated with the entry.
Classname	String	Name of the class associated with the entry.
Record_url	String	URL link to access the record for this entry.

GLResolve

Supports the resolution and reconciliation of General Ledger (GL) entries, facilitating error correction and reporting.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the GL resolution entry.
Glentrykey	Int64	Key representing the associated GL entry.
Prentrykey	Int64	Key representing the prior entry linked to this resolution.
Prrecordkey	Int64	Key representing the prior record linked to this resolution.
Docentrykey	Int64	Key representing the document entry associated with this resolution.
Subtotkey	Int64	Key representing the subtotal associated with this resolution.
Dochdrkey	Int64	Key representing the document header associated with this resolution.
Trx_amount	Double	Transaction amount in the associated transaction currency.
Currency	String	Currency used in the transaction.
Amount	Double	Net amount associated with this resolution.
Whencreated	Datetime	Timestamp when the entry was created.
Whenmodified	Datetime	Timestamp when the entry was last modified.
Createdby	Int64	Identifier for the user who created the entry.
Modifiedby	Int64	Identifier for the user who last modified the entry.
Record_url	String	URL link to access the record associated with this resolution.

InvDocumentEntry

Provides detailed line item information for invoicing documents, including descriptions, quantities, and amounts.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the InvDocumentEntry record.
Dochdrno	Int64	Header number for the associated document.
Dochdrid	String	Document header ID for the associated document.
Bundlenumber	String	Bundle number associated with the inventory document entry.
Line_no	Int64	Line number for the inventory document entry.
Itemid	String	Unique identifier for the item in the inventory document entry.
Itemname	String	Name of the item in the inventory document entry.
Itemdesc	String	Description of the item in the inventory document entry.
Unit	String	Unit of measurement for the item in the inventory document entry.
Warehouse_location_no	String	Location number within the warehouse for the item.
Warehouse_name	String	Name of the warehouse where the item is located.
Memo	String	Memo or notes associated with the inventory document entry.
Quantity	Double	Quantity of the item in the inventory document entry.
Qty_converted	Double	Converted quantity based on the specified unit.
Retailprice	Double	Retail price of the item in the inventory document entry.
Price	Double	Price of the item in the inventory document entry.
Total	Double	Total price for the item in the inventory document entry.
Whencreated	Datetime	Timestamp indicating when the inventory document entry was created.
Whenmodified	Datetime	Timestamp indicating when the inventory document entry was last modified.
Item_taxable	Boolean	Indicates if the item is taxable in the inventory document entry.
Item_taxgroup_recordno	Int64	Record number for the tax group associated with the item.
Item_renewalmacro_macroid	String	Macro ID for item renewal in the inventory document entry.
Extended_description	String	Extended description or details about the item in the inventory document entry.
Itemglgroup	String	General ledger group for the item in the inventory document entry.
State	String	State or condition of the inventory document entry.
Status	String	Status of the inventory document entry.
Glentrykey1	Int64	General ledger entry key for the first entry related to the inventory document.
Glentrykey2	Int64	General ledger entry key for the second entry related to the inventory document.
Cost	Double	Cost of the item in the inventory document entry.
Cost_method	String	Cost method used for the item in the inventory document entry.
Average_cost	String	Average cost of the item in the inventory document entry.
Whse_average_cost	String	Average warehouse cost for the item in the inventory document entry.
Uiqty	Double	UI quantity for the item in the inventory document entry.
Discountpercent	Double	Discount percentage applied to the item in the inventory document entry.
Uiprice	Double	Unit price for the item in the inventory document entry after discounts.
Uivalue	Double	Unit value for the item in the inventory document entry.
Locationid	String	Location ID associated with the item in the inventory document entry.
Locationname	String	Location name where the item is stored in the inventory document entry.
Departmentid	String	Department ID for the item in the inventory document entry.
Departmentname	String	Department name for the item in the inventory document entry.
Deptkey	String	Key identifying the department associated with the item.
Locationkey	String	Key identifying the location for the item in the inventory document entry.
Timetypekey	Int64	Key for the time type associated with the inventory document entry.
Timetypename	String	Name of the time type associated with the inventory document entry.
Timenotes	String	Notes or details about the time associated with the inventory document entry.
Eeaccountlabelkey	Int64	Key for the employee account label in the inventory document entry.
Eeaccountlabel	String	Employee account label associated with the inventory document entry.
Source_dockey	String	Document key for the source document of the inventory entry.
Source_doclinekey	String	Line key for the source document entry associated with the inventory document.
Revrectemplate	String	Revenue recognition template associated with the inventory document entry.
Revrectemplatekey	String	Key for the revenue recognition template associated with the inventory document entry.
Revrecstartdate	Datetime	Start date for the revenue recognition for the item.
Itemterm	String	Term associated with the item for revenue recognition in the inventory document entry.
Termperiod	String	Period associated with the terms of the inventory document entry.
Revrecenddate	Datetime	End date for the revenue recognition for the item.
Prorateprice	Boolean	Indicates if the price is prorated in the inventory document entry.
Deferrevenue	String	Indicates if revenue is deferred for the item in the inventory document entry.
Sc_revrectemplate	String	Revenue recognition template associated with the scheduling of the inventory document entry.
Sc_revrectemplatekey	String	Key for the revenue recognition template used in scheduling.
Sc_revrecstartdate	Datetime	Start date for scheduling revenue recognition of the item.
Sc_revrecenddate	Datetime	End date for scheduling revenue recognition of the item.
Sc_startdate	Datetime	Start date for the scheduling of the inventory document entry.
Item_itemtype	String	Type of item in the inventory document entry (e.g., physical, service).
Item_numdec_sale	String	Number of decimal places used for sale price of the item.
Item_numdec_std	String	Number of decimal places used for standard price of the item.
Item_numdec_pur	String	Number of decimal places used for purchase price of the item.
Item_revposting	String	Indicates whether revenue posting is enabled for the item.
Item_computeforshortterm	Boolean	Indicates if the item is computed for short-term revenue recognition.
Item_renewalmacrokey	Int64	Key for the renewal macro associated with the item.
Item_uomgrpkey	Int64	Key for the unit of measurement group associated with the item.
Discount_memo	String	Memo describing any discount applied to the item in the inventory document entry.
Item_revprinting	String	Indicates whether revenue printing is enabled for the item.
Currency	String	Currency used in the inventory document entry.
Exchratedate	Datetime	Date the exchange rate was applied to the inventory document entry.
Exchratetype	String	Type of exchange rate applied to the inventory document entry.
Exchrate	Double	Exchange rate used in the inventory document entry.
Trx_price	Double	Transaction price for the item in the inventory document entry.
Trx_value	Double	Transaction value for the item in the inventory document entry.
Schedulename	String	Name of the schedule associated with the inventory document entry.
Scheduleid	String	ID of the schedule associated with the inventory document entry.
Recurdocid	String	Recurring document ID associated with the inventory document entry.
Recurdocentrykey	Int64	Key for the recurring document entry associated with the inventory document.
Renewalmacro	String	Renewal macro for the item in the inventory document entry.
Renewalmacrokey	String	Key for the renewal macro associated with the item in the inventory document entry.
Overridetax	Boolean	Indicates if tax override is applied to the item in the inventory document entry.
Sc_createrecursched	String	Indicates if a recurring schedule should be created for the inventory document entry.
Sc_existingsched	String	Identifies if the inventory document entry is part of an existing schedule.
Sc_extendlineperiod	Boolean	Indicates if the line period of the inventory document entry should be extended.
Sc_installpricing	Boolean	Indicates if pricing is installed for the inventory document entry.
Recurcontractid	String	Contract ID associated with the recurring inventory document entry.
Source_docid	String	Document ID for the source document of the inventory entry.
Billable	Boolean	Indicates if the inventory document entry is billable.
Billed	Boolean	Indicates if the inventory document entry has been billed.
Billabletimeentrykey	Int64	Key for the billable time entry associated with the inventory document.
Billableprentrykey	Int64	Key for the billable PR entry associated with the inventory document.
Billabledocentrykey	Int64	Key for the billable document entry associated with the inventory document.
Percentval	Double	Percentage value associated with the inventory document entry.
Taxabsval	Double	Absolute tax value for the item in the inventory document entry.
Taxableamount	Double	Taxable amount for the item in the inventory document entry.
Linetotal	Double	Total value for the line item in the inventory document entry.
Discount	Double	Discount applied to the item in the inventory document entry.
Trx_taxabsval	Double	Transaction absolute tax value for the item in the inventory document entry.
Trx_linetotal	Double	Transaction line total value for the item in the inventory document entry.
Taxvaloverride	Boolean	Indicates if the tax value is overridden for the inventory document entry.
Projectkey	String	Project key associated with the inventory document entry.
Projectname	String	Name of the project associated with the inventory document entry.
Taskkey	String	Task key associated with the inventory document entry.
Taskname	String	Task name associated with the inventory document entry.
Projectdimkey	Int64	Project dimension key associated with the inventory document entry.
Projectid	String	Project ID associated with the inventory document entry.
Record_url	String	URL link to the record associated with the inventory document entry.

InvDocumentSubtotals

Retrieves subtotal data for invoicing documents, including item totals, taxes, and other aggregates.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the invoice document subtotals record.
Dochdrno	Int64	The document header number associated with the invoice document subtotals record.
Description	String	The description associated with the invoice document subtotals record.
Absval	Double	The absolute value field of the invoice document subtotals record.
Percentval	Double	The percentage value field of the invoice document subtotals record.
Total	Double	The total value for the invoice document subtotals record.
Absedit	String	Indicates any editing related to the absolute value in invoice document subtotals record.
Percentedit	String	Indicates any editing related to the percentage value in invoice document subtotals record.
Status	String	The status field for the invoice document subtotals record, indicating its current state.
Department	String	The department associated with the invoice document subtotals record.
Location	String	The location associated with the invoice document subtotals record.
Trx_absval	Double	The transaction absolute value associated with the invoice document subtotals record.
Trx_total	Double	The transaction total associated with the invoice document subtotals record.
Docentrykey	Int64	The document entry key for the invoice document subtotals record.
Projectdimkey	Int64	The project dimension key for the invoice document subtotals record.
Projectid	String	The project ID associated with the invoice document subtotals record.
Projectname	String	The name of the project associated with the invoice document subtotals record.
Itemdimkey	Int64	The item dimension key for the invoice document subtotals record.
Itemid	String	The item ID associated with the invoice document subtotals record.
Itemname	String	The name of the item associated with the invoice document subtotals record.
Record_url	String	The URL linking to the invoice document subtotals record.

InvoiceRun

Tracks details of invoice runs, including batch processing information and associated summaries.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the InvoiceRun record.
Docparkey	String	The document parameter key associated with the InvoiceRun.
Override_pricelistkey	String	The override price list key for the InvoiceRun.
Override_pricelistid	String	The override price list ID for the InvoiceRun.
Expensepricemarkup	Double	The markup applied to the expense price in the InvoiceRun.
Docparid	String	The document parameter ID associated with the InvoiceRun.
Description	String	A description of the InvoiceRun.
Isoffline	String	Indicates if the InvoiceRun is offline.
State	String	The state of the InvoiceRun process.
Parameters	String	The parameters associated with the InvoiceRun.
Errordata	String	The error data for the InvoiceRun, if applicable.
Createdbykey	String	The key identifying the user who created the InvoiceRun.
Createdby	String	The user who created the InvoiceRun.
Createddate	Datetime	The creation date of the InvoiceRun.
Megaentitykey	Int64	The mega entity key associated with the InvoiceRun.
Megaentityid	String	The mega entity ID associated with the InvoiceRun.
Megaentityname	String	The name of the mega entity associated with the InvoiceRun.
Record_url	String	The URL linking to the InvoiceRun record.

InvPriceListEntry

Provides line-item level pricing data for price lists, including quantity breaks, item-specific pricing, and related conditions.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the invoice price list entry record.
Pricelistid	String	The ID of the price list associated with this entry.
Itemid	String	The unique identifier of the item in this price list entry.
Itemname	String	The name of the item in this price list entry.
Productlineid	String	The ID of the product line that the item belongs to.
Datefrom	Datetime	The start date of the price list entry validity.
Dateto	Datetime	The end date of the price list entry validity.
Qtylimitmin	Double	The minimum quantity limit for this price list entry.
Qtylimitmax	Double	The maximum quantity limit for this price list entry.
Value	Double	The price or value associated with this entry.
Valuetype	String	The type of value (e.g., fixed, percentage) applied to this entry.
Fixed	String	Indicates whether the price is fixed for this entry.
Sale	String	Indicates whether the entry is for sale.
Status	String	The status of the price list entry (e.g., active, inactive).
Currency	String	The currency used for the price in this price list entry.
Employeekey	Int64	The key identifying the employee associated with this entry.
Record_url	String	The URL linking to the invoice price list entry record.

InvRecurSubtotals

Tracks recurring subtotal calculations for invoicing, supporting periodic billing cycles and aggregate tracking.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the invoice recurring subtotals record.
Dochdrno	Int64	The document header number for this record in the invoice recurring subtotals record.
Description	String	The description associated with this invoice recurring subtotals record.
Absval	Double	The absolute value for the invoice recurring subtotals record.
Absedit	String	The edited absolute value for this invoice recurring subtotals record.
Percentval	Double	The percentage value for the invoice recurring subtotals record.
Percentedit	String	The edited percentage value for the invoice recurring subtotals record.
Total	Double	The total value for this invoice recurring subtotals record.
Status	String	The current status of the invoice recurring subtotals record.
Taxdetail	Int64	The tax detail record associated with this invoice recurring subtotals record.
Department	String	The department associated with this invoice recurring subtotals record.
Location	String	The location associated with this invoice recurring subtotals record.
Trx_absval	Double	The transactional absolute value for the invoice recurring subtotals record.
Trx_total	Double	The transactional total for the invoice recurring subtotals record.
Projectdimkey	Int64	The project dimension key associated with this invoice recurring subtotals record.
Projectid	String	The project ID associated with this invoice recurring subtotals record.
Projectname	String	The project name associated with this invoice recurring subtotals record.
Record_url	String	The URL linking to this invoice recurring subtotals record.

ItemComponent

Details the components comprising a single item, including their quantities and costs, for assembly and tracking.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the item component record.
Itemid	String	The unique identifier for the item associated with the component.
Componentkey	String	A unique identifier for the component associated with the item.
Itemdesc	String	A description of the item associated with the component.
Quantity	Double	The quantity of the component required for the item.
Unit	String	The unit of measurement for the component quantity.
Costmethod	String	The method used to calculate the cost of the component.
Cost	String	The cost of the component.
Itemtype1	String	The type of item associated with the component.
Revpercent	String	The revenue percentage associated with the component.
Kcdlvrstatus	String	The delivery status of the component.
Kcrevdefstatus	String	The revenue definition status of the component.
Line_no	Int64	The line number associated with the component in the record.
Record_url	String	The URL associated with the component record.

ItemGroup

Defines groupings of items, including shared attributes and member details, to simplify product categorization.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the ItemGroup record.
Id	String	The unique identifier for the item group.
Name	String	The name of the item group.
Description	String	A description of the item group.
Grouptype	String	The type of the item group (for example, product, service).
Whencreated	Datetime	The timestamp when the item group was created.
Whenmodified	Datetime	The timestamp when the item group was last modified.
Createdby	Int64	The identifier of the user who created the item group.
Modifiedby	Int64	The identifier of the user who last modified the item group.
Megaentitykey	Int64	The unique key for the mega entity associated with the item group.
Megaentityid	String	The unique identifier for the mega entity associated with the item group.
Megaentityname	String	The name of the mega entity associated with the item group.
Record_url	String	The URL for accessing the item group record.

LocationGroup

Manages grouping information for multiple locations, detailing membership and operational attributes for streamlined oversight.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique record number for the location group.
Id	String	The identifier for the location group.
Name	String	The name of the location group.
Description	String	A description of the location group.
Grouptype	String	The type of the location group.
Contactinfo_printas	String	The name to be printed for the location group's contact information.
Contactinfo_phone1	String	The primary phone number for the location group.
Contactinfo_phone2	String	The secondary phone number for the location group.
Contactinfo_mailaddress_address1	String	The first line of the mailing address for the location group.
Contactinfo_mailaddress_address2	String	The second line of the mailing address for the location group.
Contactinfo_mailaddress_city	String	The city of the mailing address for the location group.
Contactinfo_mailaddress_state	String	The state of the mailing address for the location group.
Contactinfo_mailaddress_zip	String	The zip code of the mailing address for the location group.
Contactinfo_mailaddress_country	String	The country of the mailing address for the location group.
Whencreated	Datetime	The date and time the location group was created.
Whenmodified	Datetime	The date and time the location group was last modified.
Createdby	Int64	The identifier of the user who created the location group.
Modifiedby	Int64	The identifier of the user who last modified the location group.
Megaentitykey	Int64	The identifier for the megaentity associated with the location group.
Megaentityid	String	The ID for the megaentity associated with the location group.
Megaentityname	String	The name of the megaentity associated with the location group.
Record_url	String	The URL for accessing the location group record.

OtherReceipts

Tracks receipts outside standard invoices, capturing creation dates, payment details, and metadata for financial reconciliation.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the other receipts record.
Whencreated	Datetime	The date and time when the other receipt record was created.
Recordtype	String	The type classification of the other receipt record.
Description2	String	An additional description for the other receipt record.
Whenpaid	Datetime	The date and time when the other receipt was paid.
Paymethod	String	The method of payment used for the other receipt.
Docnumber	String	The document number associated with the other receipt.
Description	String	A brief description of the other receipt.
Bankaccountid	String	The identifier of the bank account associated with the other receipt.
Bankaccountname	String	The name of the bank account associated with the other receipt.
Bankaccountcurr	String	The currency of the bank account associated with the other receipt.
Depositdate	Datetime	The date when the other receipt was deposited.
Prbatchkey	Int64	The batch key associated with the other receipt processing.
Basecurr	String	The base currency for the other receipt transaction.
Currency	String	The transaction currency used for the other receipt.
Exch_rate_date	Datetime	The date for the applicable exchange rate for the other receipt.
Exch_rate_type_id	String	The identifier for the exchange rate type applied to the other receipt.
Exchange_rate	Double	The exchange rate applied to the other receipt transaction.
Totalentered	Double	The total amount entered for the other receipt.
Trx_totalentered	Double	The total amount entered in transaction currency for the other receipt.
Recon_date	Datetime	The reconciliation date for the other receipt.
State	String	The current state of the other receipt (e.g., processed, pending).
Rawstate	String	The raw state code representing the other receipt status.
Cleared	String	Indicates whether the other receipt has been cleared (Yes/No).
Parentpayment	Int64	The identifier for the parent payment associated with the other receipt.
Impliedlocation	Int64	The implied location key associated with the other receipt.
Auwhencreated	Datetime	The date and time when the audit entry for the other receipt was created.
Whenmodified	Datetime	The date and time when the other receipt was last modified.
Createdby	Int64	The identifier of the user who created the other receipt record.
Modifiedby	Int64	The identifier of the user who last modified the other receipt record.
Megaentitykey	Int64	The key for the mega-entity associated with the other receipt.
Megaentityid	String	The identifier of the mega-entity associated with the other receipt.
Megaentityname	String	The name of the mega-entity associated with the other receipt.
Record_url	String	The URL link to view the other receipt record.

OtherReceiptsEntry

Maintains line-level details for miscellaneous receipts, including allocations to specific accounts, departments, or projects.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the other receipts entry record.
Recordkey	Int64	The key representing the specific record for the other receipts entry.
Recordtype	String	The type classification of the other receipts entry record.
Accountkey	Int64	The key identifying the account associated with the other receipts entry.
Accountno	String	The account number associated with the other receipts entry.
Accounttitle	String	The title of the account associated with the other receipts entry.
Accountlabelkey	Int64	The key identifying the label of the account for the other receipts entry.
Accountlabel	String	The label of the account associated with the other receipts entry.
Amount	Double	The amount specified for the other receipts entry.
Trx_amount	Double	The transaction amount in the associated currency for the other receipts entry.
DeptNUM	Int64	The department number associated with the other receipts entry.
Departmentid	String	The identifier of the department associated with the other receipts entry.
Departmentname	String	The name of the department associated with the other receipts entry.
LocationNUM	Int64	The location number associated with the other receipts entry.
Locationid	String	The identifier of the location associated with the other receipts entry.
Locationname	String	The name of the location associated with the other receipts entry.
Description	String	A brief description of the other receipts entry.
Exch_rate_date	Datetime	The date for the applicable exchange rate for the other receipts entry.
Exch_rate_type_id	String	The identifier for the exchange rate type applied to the other receipts entry.
Exchange_rate	Double	The exchange rate applied to the transaction for the other receipts entry.
Lineitem	String	The line item identifier for the other receipts entry.
Line_no	String	The line number associated with the other receipts entry.
Currency	String	The transaction currency used for the other receipts entry.
Basecurr	String	The base currency for the other receipts entry transaction.
Status	String	The current status of the other receipts entry.
Whencreated	Datetime	The date and time when the other receipts entry record was created.
Whenmodified	Datetime	The date and time when the other receipts entry record was last modified.
Createdby	Int64	The identifier of the user who created the other receipts entry record.
Modifiedby	Int64	The identifier of the user who last modified the other receipts entry record.
Departmentkey	Int64	The key identifying the department associated with the other receipts entry.
Locationkey	Int64	The key identifying the location associated with the other receipts entry.
Projectdimkey	Int64	The key identifying the project dimension associated with the other receipts entry.
Projectid	String	The identifier of the project associated with the other receipts entry.
Projectname	String	The name of the project associated with the other receipts entry.
Customerdimkey	Int64	The key identifying the customer dimension associated with the other receipts entry.
Customerid	String	The identifier of the customer associated with the other receipts entry.
Customername	String	The name of the customer associated with the other receipts entry.
Vendordimkey	Int64	The key identifying the vendor dimension associated with the other receipts entry.
Vendorid	String	The identifier of the vendor associated with the other receipts entry.
Vendorname	String	The name of the vendor associated with the other receipts entry.
Employeedimkey	Int64	The key identifying the employee dimension associated with the other receipts entry.
Employeeid	String	The identifier of the employee associated with the other receipts entry.
Employeename	String	The name of the employee associated with the other receipts entry.
Itemdimkey	Int64	The key identifying the item dimension associated with the other receipts entry.
Itemid	String	The identifier of the item associated with the other receipts entry.
Itemname	String	The name of the item associated with the other receipts entry.
Classdimkey	Int64	The key identifying the class dimension associated with the other receipts entry.
Classid	String	The identifier of the class associated with the other receipts entry.
Classname	String	The name of the class associated with the other receipts entry.
Record_url	String	The URL link to view the other receipts entry record.

PODocument

Stores comprehensive details for Purchase Order (PO) documents, capturing statuses, associated vendors, and workflow data.

Table Specific Information

Insert

Insert is only supported when UseLegacy=True. The following example illustrates how to insert into PODocument table:

INSERT INTO PODocument (Docparid, Whencreated, Custvendid, Contact_contactname, Billto_contactname, Itemaggregate) VALUES ('Purchase Order', '06/19/2013', 'myVendorId', '', '', '<potransitem><itemid>0001</itemid><warehouseid>WH1</warehouseid><quantity>15</quantity><unit>Each</unit><price>100.99</price></potransitem>')

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the PO Document.
Docno [KEY]	String	The document number for the PO Document.
Docid	String	The document ID for the PO Document.
Createdfrom	String	The source document from which this PO was created.
State	String	The current state of the PO Document (e.g., Draft, Approved).
Closed	Bool	Indicates whether the PO Document is closed.
Whencreated	Date	The date when the PO Document was created.
Auwhencreated	Datetime	The timestamp when the PO Document was created for auditing purposes.
Createdby	Long	The user who created the PO Document.
Modifiedby	Long	The user who last modified the PO Document.
Whenmodified	Datetime	The date and time when the PO Document was last modified.
Whendue	Date	The due date for the PO Document.
Status	String	The status of the PO Document (e.g., Active, Inactive).
Ponumber	String	The purchase order number associated with the document.
Vendordocno	String	The vendor's document number associated with the PO Document.
Docparid	String	The document template ID used for the PO Document.
Docparkey	String	The key of the document template used for the PO Document.
Docparclass	String	The class of the document template used for the PO Document.
Updates_inv	String	Indicates whether the PO Document updates inventory.
Term_name	String	The payment terms associated with the PO Document.
Note	String	A note or comment associated with the PO Document.
Warehouse_locationid	String	The default warehouse location associated with the PO Document.
Shipvia	String	The shipping method used for the PO Document.
User	String	The user associated with the PO Document.
Createduser	String	The user who created the PO Document.
Userid	String	The ID of the user who last modified the PO Document.
Createduserid	String	The ID of the user who created the PO Document.
Contact_contactname	String	The name of the vendor contact associated with the PO Document.
Contact_prefix	String	The prefix (e.g., Mr., Ms.) of the vendor contact associated with the PO Document.
Contact_firstname	String	The first name of the vendor contact associated with the PO Document.
Contact_initial	String	The middle initial of the vendor contact associated with the PO Document.
Contact_lastname	String	The last name of the vendor contact associated with the PO Document.
Contact_companyname	String	The company name of the vendor associated with the PO Document.
Contact_printas	String	The name of the vendor contact as it should appear on official documents.
Contact_phone1	String	The primary phone number of the vendor contact associated with the PO Document.
Contact_phone2	String	The secondary phone number of the vendor contact associated with the PO Document.
Contact_cellphone	String	The mobile phone number of the vendor contact associated with the PO Document.
Contact_pager	String	The pager number of the vendor contact associated with the PO Document.
Contact_fax	String	The fax number of the vendor contact associated with the PO Document.
Contact_email1	String	The primary email address of the vendor contact associated with the PO Document.
Contact_email2	String	The secondary email address of the vendor contact associated with the PO Document.
Contact_url1	String	The primary website URL of the vendor contact associated with the PO Document.
Contact_url2	String	The secondary website URL of the vendor contact associated with the PO Document.
Contact_visible	Bool	Indicates whether the vendor contact associated with the PO Document is visible.
Contact_mailaddress_address1	String	The first line of the mailing address for the vendor contact.
Contact_mailaddress_address2	String	The second line of the mailing address for the vendor contact.
Contact_mailaddress_city	String	The city of the mailing address for the vendor contact.
Contact_mailaddress_state	String	The state or territory of the mailing address for the vendor contact.
Contact_mailaddress_zip	String	The ZIP or postal code of the mailing address for the vendor contact.
Contact_mailaddress_country	String	The country of the mailing address for the vendor contact.
Contact_mailaddress_countrycode	String	The country code of the mailing address for the vendor contact.
Shiptokey	String	The key identifying the shipping destination for the PO Document.
Shipto_contactname	String	The contact name for the shipping destination associated with the PO Document.
Shipto_prefix	String	The prefix (e.g., Mr., Ms.) for the shipping contact associated with the PO Document.
Shipto_firstname	String	The first name of the shipping contact associated with the PO Document.
Shipto_initial	String	The middle initial of the shipping contact associated with the PO Document.
Shipto_lastname	String	The last name of the shipping contact associated with the PO Document.
Shipto_companyname	String	The company name of the shipping contact associated with the PO Document.
Shipto_printas	String	The name of the shipping contact as it should appear on official documents.
Shipto_phone1	String	The primary phone number of the shipping contact associated with the PO Document.
Shipto_phone2	String	The secondary phone number of the shipping contact associated with the PO Document.
Shipto_cellphone	String	The mobile phone number of the shipping contact associated with the PO Document.
Shipto_pager	String	The pager number of the shipping contact associated with the PO Document.
Shipto_fax	String	The fax number of the shipping contact associated with the PO Document.
Shipto_email1	String	The primary email address of the shipping contact associated with the PO Document.
Shipto_email2	String	The secondary email address of the shipping contact associated with the PO Document.
Shipto_url1	String	The primary website URL of the shipping contact associated with the PO Document.
Shipto_url2	String	The secondary website URL of the shipping contact associated with the PO Document.
Shipto_visible	Bool	Indicates whether the shipping contact associated with the PO Document is visible.
Shipto_mailaddress_address1	String	The first line of the mailing address for the shipping contact.
Shipto_mailaddress_address2	String	The second line of the mailing address for the shipping contact.
Shipto_mailaddress_city	String	The city of the mailing address for the shipping contact.
Shipto_mailaddress_state	String	The state or territory of the mailing address for the shipping contact.
Shipto_mailaddress_zip	String	The ZIP or postal code of the mailing address for the shipping contact.
Shipto_mailaddress_country	String	The country of the mailing address for the shipping contact.
Shipto_mailaddress_countrycode	String	The country code of the mailing address for the shipping contact.
Billtokey	String	The key identifying the billing destination for the PO Document.
Billto_contactname	String	The contact name for the billing destination associated with the PO Document.
Billto_prefix	String	The prefix (e.g., Mr., Ms.) for the billing contact associated with the PO Document.
Billto_firstname	String	The first name of the billing contact associated with the PO Document.
Billto_initial	String	The middle initial of the billing contact associated with the PO Document.
Billto_lastname	String	The last name of the billing contact associated with the PO Document.
Billto_companyname	String	The company name of the billing contact associated with the PO Document.
Billto_printas	String	The name of the billing contact as it should appear on official documents.
Billto_phone1	String	The primary phone number of the billing contact associated with the PO Document.
Billto_phone2	String	The secondary phone number of the billing contact associated with the PO Document.
Billto_cellphone	String	The mobile phone number of the billing contact associated with the PO Document.
Billto_pager	String	The pager number of the billing contact associated with the PO Document.
Billto_fax	String	The fax number of the billing contact associated with the PO Document.
Billto_email1	String	The primary email address of the billing contact associated with the PO Document.
Billto_email2	String	The secondary email address of the billing contact associated with the PO Document.
Billto_url1	String	The primary website URL of the billing contact associated with the PO Document.
Billto_url2	String	The secondary website URL of the billing contact associated with the PO Document.
Billto_visible	Bool	Indicates whether the billing contact associated with the PO Document is visible.
Billto_mailaddress_address1	String	The first line of the mailing address for the billing contact.
Billto_mailaddress_address2	String	The second line of the mailing address for the billing contact.
Billto_mailaddress_city	String	The city of the mailing address for the billing contact.
Billto_mailaddress_state	String	The state or territory of the mailing address for the billing contact.
Billto_mailaddress_zip	String	The ZIP or postal code of the mailing address for the billing contact.
Billto_mailaddress_country	String	The country of the mailing address for the billing contact.
Billto_mailaddress_countrycode	String	The country code of the mailing address for the billing contact.
Message	String	A message or note associated with the PO Document.
Prrecordkey	Long	The key identifying the associated record in a related process.
Invbatchkey	String	The inventory batch key associated with the PO Document.
Prinvbatchkey	String	The previous inventory batch key linked to the PO Document.
Addglbatchkey	String	The GL batch key for additional processing related to the PO Document.
Printed	String	Indicates whether the PO Document has been printed.
Backorder	String	Indicates if there are backorders related to the PO Document.
Subtotal	Decimal	The subtotal amount for the PO Document.
Total	Decimal	The total amount for the PO Document, including taxes and other charges.
Entglgroup	Long	The entity GL group associated with the PO Document.
Currency	String	The default currency for the PO Document.
Exchratedate	Date	The date for the applied exchange rate in the PO Document.
Exchratetypes_name	String	The name of the exchange rate type applied to the PO Document.
Exchrate	Decimal	The exchange rate applied to the PO Document.
Schopkey	String	The scheduling operation key related to the PO Document.
Salescontract	String	Indicates if a sales contract is associated with the PO Document.
Usedascontract	String	Indicates if the PO Document is used as a contract.
Trx_subtotal	Decimal	The transaction subtotal amount for the PO Document.
Trx_total	Decimal	The transaction total amount for the PO Document, including all charges.
Exch_rate_type_id	String	The ID of the exchange rate type applied to the PO Document.
Reneweddoc	String	Indicates if the PO Document has been renewed.
Basecurr	String	The base currency for the PO Document.
Systemgenerated	String	Indicates if the PO Document was system-generated.
Invoicerunkey	Long	The key identifying the invoice run associated with the PO Document.
Docpar_in_out	String	Indicates if the PO Document increases or decreases inventory.
Whenposted	Date	The date the PO Document was posted to the general ledger.
Printeduserid	String	The ID of the user who last delivered the PO Document.
Dateprinted	Datetime	The date the PO Document was last delivered or printed.
Printedby	Long	The ID of the user who printed the PO Document.
Adj	Bool	Indicates if the PO Document contains adjustments.
Taxsolutionid	String	The ID of the tax solution applied to the PO Document.
Delivertokey	String	The key identifying the delivery contact associated with the PO Document.
Deliverto_contactname	String	The contact name for the delivery destination associated with the PO Document.
Deliverto_companyname	String	The company name of the delivery contact associated with the PO Document.
Deliverto_prefix	String	The prefix (e.g., Mr., Ms.) for the delivery contact associated with the PO Document.
Deliverto_firstname	String	The first name of the delivery contact associated with the PO Document.
Deliverto_lastname	String	The last name of the delivery contact associated with the PO Document.
Deliverto_initial	String	The middle initial of the delivery contact associated with the PO Document.
Deliverto_printas	String	The name of the delivery contact as it should appear on official documents.
Deliverto_phone1	String	The primary phone number of the delivery contact associated with the PO Document.
Deliverto_phone2	String	The secondary phone number of the delivery contact associated with the PO Document.
Deliverto_cellphone	String	The mobile phone number of the delivery contact associated with the PO Document.
Deliverto_pager	String	The pager number of the delivery contact associated with the PO Document.
Deliverto_fax	String	The fax number of the delivery contact associated with the PO Document.
Deliverto_email1	String	The primary email address of the delivery contact associated with the PO Document.
Deliverto_email2	String	The secondary email address of the delivery contact associated with the PO Document.
Deliverto_url1	String	The primary website URL of the delivery contact associated with the PO Document.
Deliverto_url2	String	The secondary website URL of the delivery contact associated with the PO Document.
Deliverto_visible	Bool	Indicates whether the delivery contact associated with the PO Document is visible.
Deliverto_mailaddress_address1	String	The first line of the mailing address for the delivery contact.
Deliverto_mailaddress_address2	String	The second line of the mailing address for the delivery contact.
Deliverto_mailaddress_city	String	The city of the mailing address for the delivery contact.
Deliverto_mailaddress_state	String	The state or territory of the mailing address for the delivery contact.
Deliverto_mailaddress_zip	String	The ZIP or postal code of the mailing address for the delivery contact.
Deliverto_mailaddress_country	String	The country of the mailing address for the delivery contact.
Deliverto_mailaddress_countrycode	String	The country code of the mailing address for the delivery contact.
Retainagepercentage	String	The retainage percentage applied to the PO Document.
Scope	String	The scope of work or services specified in the PO Document.
Inclusions	String	Details of items or services included in the PO Document.
Exclusions	String	Details of items or services excluded from the PO Document.
Terms	String	The terms and conditions specified in the PO Document.
Schedulestartdate	Date	The scheduled start date for the PO Document's activities.
Actualstartdate	Date	The actual start date for the PO Document's activities.
Scheduledcompletiondate	Date	The scheduled completion date for the PO Document's activities.
Revisedcompletiondate	Date	The revised completion date for the PO Document's activities.
Substantialcompletiondate	Date	The date when substantial completion of the PO Document's activities was achieved.
Actualcompletiondate	Date	The actual completion date for the PO Document's activities.
Noticetoproceed	Date	The date when the notice to proceed was issued for the PO Document.
Responsedue	Date	The date by which a response is due for the PO Document.
Executedon	Date	The date the PO Document was executed.
Scheduleimpact	String	Indicates if the schedule was impacted due to changes in the PO Document.
Internalrefno	String	The internal reference number associated with the PO Document.
Internalinitiatedbykey	String	The key identifying the user who initiated the PO Document internally.
Internalinitiatedby	String	The name of the user who initiated the PO Document internally.
Internalinitiatedbyname	String	The full name of the user who initiated the PO Document internally.
Internalverbalbykey	String	The key identifying the user who provided verbal authorization internally for the PO Document.
Internalverbalby	String	The name of the user who provided verbal authorization internally for the PO Document.
Internalverbalbyname	String	The full name of the user who provided verbal authorization internally for the PO Document.
Internalissuedbykey	String	The key identifying the user who issued the PO Document internally.
Internalissuedby	String	The name of the user who issued the PO Document internally.
Internalissuedbyname	String	The full name of the user who issued the PO Document internally.
Internalissuedon	Date	The date the PO Document was issued internally.
Internalapprovedbykey	String	The key identifying the user who approved the PO Document internally.
Internalapprovedby	String	The name of the user who approved the PO Document internally.
Internalapprovedbyname	String	The full name of the user who approved the PO Document internally.
Internalapprovedon	Date	The date the PO Document was approved internally.
Internalsignedbykey	String	The key identifying the user who signed the PO Document internally.
Internalsignedby	String	The name of the user who signed the PO Document internally.
Internalsignedbyname	String	The full name of the user who signed the PO Document internally.
Internalsignedon	Date	The date the PO Document was signed internally.
Internalsource	String	The internal source system or origin of the PO Document.
Internalsourcerefno	String	The reference number for the internal source of the PO Document.
Externalrefno	String	The external reference number associated with the PO Document.
Externalverbalbykey	String	The key identifying the external user who provided verbal authorization for the PO Document.
Externalverbalby	String	The name of the external user who provided verbal authorization for the PO Document.
Externalapprovedbykey	String	The key identifying the external user who approved the PO Document.
Externalapprovedby	String	The name of the external user who approved the PO Document.
Externalapprovedon	Date	The date the PO Document was approved externally.
Externalsignedbykey	String	The key identifying the external user who signed the PO Document.
Externalsignedby	String	The name of the external user who signed the PO Document.
Externalsignedon	Date	The date the PO Document was signed externally.
Performancebondrequired	Bool	Indicates whether a performance bond is required for the PO Document.
Performancebondreceived	Bool	Indicates whether the performance bond has been received for the PO Document.
Performancebondamount	Decimal	The amount of the performance bond for the PO Document.
Performancesuretycompanykey	String	The key identifying the surety company providing the performance bond for the PO Document.
Performancesuretycompany	String	The name of the surety company providing the performance bond for the PO Document.
Performancesuretycompanyname	String	The full name of the surety company providing the performance bond for the PO Document.
Paymentbondrequired	Bool	Indicates whether a payment bond is required for the PO Document.
Paymentbondreceived	Bool	Indicates whether the payment bond has been received for the PO Document.
Paymentbondamount	Decimal	The amount of the payment bond for the PO Document.
Paymentsuretycompanykey	String	The key identifying the surety company providing the payment bond for the PO Document.
Paymentsuretycompany	String	The name of the surety company providing the payment bond for the PO Document.
Paymentsuretycompanyname	String	The full name of the surety company providing the payment bond for the PO Document.
Haschange	Bool	Indicates whether the PO Document has undergone changes.
Revisedtotal	Decimal	The revised total amount of the PO Document after changes.
Revisedsubtotal	Decimal	The revised subtotal amount of the PO Document after changes.
Trx_revisedtotal	Decimal	The revised total transaction amount of the PO Document after changes.
Trx_revisedsubtotal	Decimal	The revised subtotal transaction amount of the PO Document after changes.
Postedchangestotal	Decimal	The total amount of changes posted to the PO Document.
Relateddocno	String	The document number of a related document linked to the PO Document.
Changelognumber	Long	The number identifying the change log entry for the PO Document.
Projectkey	Long	The key identifying the project associated with the PO Document.
Project	String	The project ID associated with the PO Document.
Projectname	String	The full name of the project associated with the PO Document.
Custvendid	String	The customer or vendor ID associated with the PO Document.
Custvendname	String	The full name of the customer or vendor associated with the PO Document.
Trx_totalpaid	Decimal	The total transaction amount paid for the PO Document.
Totalpaid	Decimal	The total amount paid for the PO Document, including exchange rate adjustments.
Trx_totalentered	Decimal	The total transaction amount entered for the PO Document.
Totalentered	Decimal	The total base amount entered for the PO Document.
Trx_totaldue	Decimal	The total transaction amount due for the PO Document.
Totaldue	Decimal	The total base amount due for the PO Document.
Paymentstatus	String	The payment status of the PO Document.
Needbydate	Date	The date by which the items or services in the PO Document are needed.
Donotshipbeforedate	Date	The date before which the items or services in the PO Document should not be shipped.
Donotshipafterdate	Date	The date after which the items or services in the PO Document should not be shipped.
Promiseddate	Date	The date the items or services in the PO Document were promised to be delivered.
Contractstartdate	Date	The start date of the contract related to the PO Document.
Contractenddate	Date	The end date of the contract related to the PO Document.
Cancelafterdate	Date	The date after which the PO Document is considered canceled.
Megaentitykey	Long	The key identifying the mega entity associated with the PO Document.
Megaentityid	String	The identifier for the mega entity associated with the PO Document.
Megaentityname	String	The name of the mega entity associated with the PO Document.
Rseminar	String	Additional seminar-related metadata associated with the PO Document.
Warehouse_recordno [KEY]	Long	The record number of the warehouse associated with the PO Document.
Userinfo_recordno [KEY]	Long	The record number of the user information associated with the PO Document.
Contact_contactname [KEY]	String	The name of the contact associated with the PO Document.
Vendor_recordno [KEY]	Long	The record number of the vendor associated with the PO Document.
Apbill_recordno [KEY]	Long	The record number of the accounts payable bill associated with the PO Document.
Project_recordno [KEY]	Long	The record number of the project associated with the PO Document.
Itemaggregate	String	Additional aggregated item metadata associated with the PO Document.

PODocumentEntry

Details individual line items in a PO, covering item information, quantity, pricing, and other relevant metadata.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the PO document entry.
Dochdrno	Int64	Header number of the associated PO document.
Dochdrid	String	Header ID of the associated PO document.
Bundlenumber	String	Identifies the bundle number for grouped entries in the PO document.
Line_no	Int64	The line number within the PO document.
Itemid	String	Unique identifier for the item in the PO entry.
Itemname	String	The name of the item in the PO entry.
Itemdesc	String	Description of the item in the PO entry.
Unit	String	Unit of measure for the item.
Warehouse_location_no	String	Location number of the warehouse associated with this entry.
Warehouse_name	String	Name of the warehouse associated with this entry.
Memo	String	Additional notes or comments for the entry.
Quantity	Double	The quantity of the item in the PO entry.
Qty_converted	Double	Converted quantity for the item based on unit conversions.
Retailprice	Double	Retail price of the item.
Price	Double	The price of the item in the PO entry.
Total	Double	The total cost for this PO entry.
Whencreated	Datetime	Timestamp when the entry was created.
Whenmodified	Datetime	Timestamp when the entry was last modified.
Item_taxable	Boolean	Indicates whether the item is taxable.
Item_taxgroup_recordno	Int64	Record number of the tax group associated with the item.
Item_renewalmacro_macroid	String	Macro ID for item renewal processes.
Extended_description	String	Extended description providing detailed information about the item.
Itemglgroup	String	General ledger group associated with the item.
State	String	Current state of the entry (e.g., active, inactive).
Status	String	Status of the PO entry.
Glentrykey1	Int64	First general ledger entry key for the transaction.
Glentrykey2	Int64	Second general ledger entry key for the transaction.
Cost	Double	The cost of the item in the PO entry.
Cost_method	String	Method used to calculate the cost of the item.
Average_cost	String	Average cost of the item across multiple transactions.
Whse_average_cost	String	Average cost of the item in the warehouse.
Uiqty	Double	Unique identifier for the quantity of the item.
Discountpercent	Double	Percentage discount applied to the item.
Uiprice	Double	Unique identifier for the price of the item.
Uivalue	Double	Unique identifier for the value of the item.
Locationid	String	Identifier for the location associated with the entry.
Locationname	String	Name of the location associated with the entry.
Departmentid	String	Identifier for the department associated with the entry.
Departmentname	String	Name of the department associated with the entry.
Deptkey	String	Key for the department associated with the entry.
Locationkey	String	Key for the location associated with the entry.
Timetypekey	Int64	Key for the time type associated with the entry.
Timetypename	String	Name of the time type associated with the entry.
Timenotes	String	Notes related to time tracking for the entry.
Eeaccountlabelkey	Int64	Key for the employee account label associated with the entry.
Eeaccountlabel	String	Employee account label associated with the entry.
Source_dockey	String	Key for the source document related to this entry.
Source_doclinekey	String	Key for the source document line related to this entry.
Revrectemplate	String	Revenue recognition template used for the entry.
Revrectemplatekey	String	Key for the revenue recognition template.
Revrecstartdate	Datetime	Start date for revenue recognition associated with the entry.
Itemterm	String	Terms associated with the item in the entry.
Termperiod	String	Period associated with the terms of the item in the entry.
Revrecenddate	Datetime	End date for revenue recognition associated with the entry.
Prorateprice	Boolean	Indicates if the price is prorated for the entry.
Deferrevenue	String	Details on deferred revenue associated with the entry.
Sc_revrectemplate	String	Subcomponent revenue recognition template used for the entry.
Sc_revrectemplatekey	String	Key for the subcomponent revenue recognition template.
Sc_revrecstartdate	Datetime	Start date for subcomponent revenue recognition.
Sc_revrecenddate	Datetime	End date for subcomponent revenue recognition.
Sc_startdate	Datetime	Start date for the subcomponent in the entry.
Item_itemtype	String	Type classification for the item in the entry.
Item_numdec_sale	String	Number of decimal places allowed for sale transactions for the item.
Item_numdec_std	String	Number of decimal places allowed for standard transactions for the item.
Item_numdec_pur	String	Number of decimal places allowed for purchase transactions for the item.
Item_revposting	String	Details on revenue posting associated with the item.
Item_computeforshortterm	Boolean	Indicates if computations are applied for short-term revenue.
Item_renewalmacrokey	Int64	Key for the renewal macro associated with the item.
Item_uomgrpkey	Int64	Key for the unit of measure group for the item.
Discount_memo	String	Memo field providing details about any discounts applied.
Item_revprinting	String	Details on revenue printing associated with the item.
Currency	String	Currency used for the entry.
Exchratedate	Datetime	Date when the exchange rate was applied.
Exchratetype	String	Type of exchange rate applied to the entry.
Exchrate	Double	Exchange rate applied to the transaction.
Trx_price	Double	Transaction price for the item in the entry.
Trx_value	Double	Transaction value for the item in the entry.
Schedulename	String	Name of the schedule associated with the entry.
Scheduleid	String	ID of the schedule associated with the entry.
Recurdocid	String	ID of the recurring document associated with the entry.
Recurdocentrykey	Int64	Key for the recurring document entry.
Renewalmacro	String	Macro details for the renewal process associated with the entry.
Renewalmacrokey	String	Key for the renewal macro associated with the entry.
Overridetax	Boolean	Indicates if tax override is applied for the entry.
Sc_createrecursched	String	Details on creating recurring schedules associated with the entry.
Sc_existingsched	String	Details on existing schedules associated with the entry.
Sc_extendlineperiod	Boolean	Indicates if the line period is extended for the entry.
Sc_installpricing	Boolean	Indicates if installation pricing is applied for the entry.
Recurcontractid	String	ID of the recurring contract associated with the entry.
Source_docid	String	ID of the source document associated with the entry.
Billable	Boolean	Indicates if the entry is billable.
Billed	Boolean	Indicates if the entry has been billed.
Billabletimeentrykey	Int64	Key for the billable time entry associated with the entry.
Billableprentrykey	Int64	Key for the billable purchase request entry associated with the entry.
Billabledocentrykey	Int64	Key for the billable document entry associated with the entry.
Form1099	Boolean	Indicates if the entry is included in Form 1099 reporting.
Percentval	Double	Percentage value associated with the entry.
Taxabsval	Double	Absolute value of tax associated with the entry.
Taxableamount	Double	Taxable amount for the entry.
Linetotal	Double	Line total amount for the entry.
Discount	Double	Discount applied to the entry.
Trx_taxabsval	Double	Transaction tax absolute value associated with the entry.
Trx_linetotal	Double	Transaction line total amount associated with the entry.
Taxvaloverride	Boolean	Indicates if the tax value override is applied.
Projectkey	String	Key for the project associated with the entry.
Projectname	String	Name of the project associated with the entry.
Taskkey	String	Key for the task associated with the entry.
Taskname	String	Name of the task associated with the entry.
Projectdimkey	Int64	Key for the project dimension associated with the entry.
Projectid	String	ID of the project associated with the entry.
Customerdimkey	Int64	Key for the customer dimension associated with the entry.
Customerid	String	ID of the customer associated with the entry.
Customername	String	Name of the customer associated with the entry.
Record_url	String	URL linking to the record associated with the entry.

PODocumentSubtotals

Provides detailed subtotal data for purchase order (PO) documents, including values, percentages, and related metadata.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the PO document subtotal entry.
Dochdrno	Int64	Header number of the associated PO document.
Description	String	Description of the subtotal entry.
Absval	Double	Absolute value associated with the subtotal entry.
Percentval	Double	Percentage value associated with the subtotal entry.
Total	Double	Total value associated with the subtotal entry.
Absedit	String	Editable absolute value for the subtotal entry.
Percentedit	String	Editable percentage value for the subtotal entry.
Status	String	Current status of the subtotal entry.
Department	String	Department associated with the subtotal entry.
Location	String	Location associated with the subtotal entry.
Trx_absval	Double	Transaction-specific absolute value associated with the subtotal entry.
Trx_total	Double	Transaction-specific total value associated with the subtotal entry.
Docentrykey	Int64	Key for the document entry associated with the subtotal.
Projectdimkey	Int64	Key for the project dimension associated with the subtotal entry.
Projectid	String	Identifier for the project associated with the subtotal entry.
Projectname	String	Name of the project associated with the subtotal entry.
Customerdimkey	Int64	Key for the customer dimension associated with the subtotal entry.
Customerid	String	Identifier for the customer associated with the subtotal entry.
Customername	String	Name of the customer associated with the subtotal entry.
Itemdimkey	Int64	Key for the item dimension associated with the subtotal entry.
Itemid	String	Identifier for the item associated with the subtotal entry.
Itemname	String	Name of the item associated with the subtotal entry.
Record_url	String	URL linking to the record associated with the subtotal entry.

POPriceListEntry

Captures line-level pricing rules for POs, detailing item-specific rates, quantities, effective dates, and conditions.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the price list entry.
Pricelistid	String	Identifier for the price list associated with the entry.
Itemid	String	Identifier for the item associated with the price list entry.
Itemname	String	Name of the item associated with the price list entry.
Productlineid	String	Identifier for the product line associated with the entry.
Datefrom	Datetime	Start date for the price list entry's validity period.
Dateto	Datetime	End date for the price list entry's validity period.
Qtylimitmin	Double	Minimum quantity limit for the price list entry.
Qtylimitmax	Double	Maximum quantity limit for the price list entry.
Value	Double	Value associated with the price list entry.
Valuetype	String	Type of value (e.g., fixed or percentage) for the price list entry.
Fixed	String	Indicates if the price is fixed for the entry.
Sale	String	Indicates if the entry is related to a sale.
Status	String	Current status of the price list entry.
Currency	String	Currency used for the price list entry.
Employeekey	Int64	Key for the employee associated with the price list entry.
Record_url	String	URL linking to the record associated with the price list entry.

PORecurSubtotals

Tracks recurring subtotal data for POs, including periodic cost updates, discounts, and associated attributes.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the recurring purchase order subtotal entry.
Dochdrno	Int64	Header number of the associated recurring purchase order document.
Description	String	Description of the recurring subtotal entry.
Absval	Double	Absolute value associated with the recurring subtotal entry.
Absedit	String	Editable absolute value for the recurring subtotal entry.
Percentval	Double	Percentage value associated with the recurring subtotal entry.
Percentedit	String	Editable percentage value for the recurring subtotal entry.
Total	Double	Total value associated with the recurring subtotal entry.
Status	String	Current status of the recurring subtotal entry.
Taxdetail	Int64	Tax details associated with the recurring subtotal entry.
Department	String	Department associated with the recurring subtotal entry.
Location	String	Location associated with the recurring subtotal entry.
Trx_absval	Double	Transaction-specific absolute value associated with the recurring subtotal entry.
Trx_total	Double	Transaction-specific total value associated with the recurring subtotal entry.
Projectdimkey	Int64	Key for the project dimension associated with the recurring subtotal entry.
Projectid	String	Identifier for the project associated with the recurring subtotal entry.
Projectname	String	Name of the project associated with the recurring subtotal entry.
Customerdimkey	Int64	Key for the customer dimension associated with the recurring subtotal entry.
Customerid	String	Identifier for the customer associated with the recurring subtotal entry.
Customername	String	Name of the customer associated with the recurring subtotal entry.
Record_url	String	URL linking to the record associated with the recurring subtotal entry.

PSADocumentEntry

Details line entries within PSA documents, capturing item-level pricing, taxes, and project or vendor links.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the PSA document entry record.
Dochdrno	Int64	Reference number for the document header associated with this entry.
Dochdrid	String	Identifier for the document header linked to this entry.
Bundlenumber	String	The bundle number assigned to this entry.
Line_no	Int64	Line number of the entry in the document.
Itemid	String	Unique identifier for the item associated with this entry.
Itemname	String	Name of the item linked to this entry.
Itemdesc	String	Detailed description of the item for this entry.
Unit	String	Unit of measurement for the item in this entry.
Warehouse_location_no	String	Location number of the warehouse storing the item.
Warehouse_name	String	Name of the warehouse where the item is stored.
Memo	String	Additional notes or memo for this entry.
Quantity	Double	Number of units for the item in this entry.
Qty_converted	Double	Converted quantity for the item in this entry.
Retailprice	Double	Retail price of the item for this entry.
Price	Double	Price of the item as recorded in this entry.
Total	Double	Total amount for this entry.
Whencreated	Datetime	Timestamp when the entry was created.
Whenmodified	Datetime	Timestamp when the entry was last modified.
Item_taxable	Boolean	Indicates whether the item is taxable.
Item_taxgroup_recordno	Int64	Tax group record number associated with the item.
Item_renewalmacro_macroid	String	Renewal macro ID linked to the item in this entry.
Extended_description	String	Extended description for the item in this entry.
Itemglgroup	String	General ledger group associated with the item.
State	String	Current state or status of the document entry.
Status	String	Current status of the PSA document entry record.
Glentrykey1	Int64	Primary general ledger entry key linked to this entry.
Glentrykey2	Int64	Secondary general ledger entry key linked to this entry.
Cost	Double	Cost value associated with this entry.
Cost_method	String	Costing method used for this entry.
Average_cost	String	Average cost value of the item for this entry.
Whse_average_cost	String	Average cost of the item in the specified warehouse.
Uiqty	Double	Unique identifier for the quantity of items in this entry.
Discountpercent	Double	Percentage of discount applied to the item in this entry.
Uiprice	Double	Unit price for the item in this entry.
Uivalue	Double	Calculated value for the unit item in this entry.
Locationid	String	Identifier for the location associated with this entry.
Locationname	String	Name of the location associated with this entry.
Departmentid	String	Identifier for the department associated with this entry.
Departmentname	String	Name of the department associated with this entry.
Deptkey	String	Unique key for the department linked to this entry.
Locationkey	String	Unique key for the location linked to this entry.
Timetypekey	Int64	Key identifying the type of time entry for this record.
Timetypename	String	Name of the time entry type for this record.
Timenotes	String	Notes or additional details about the time entry.
Eeaccountlabelkey	Int64	Key for the account label associated with this entry.
Eeaccountlabel	String	Label for the account associated with this entry.
Source_dockey	String	Key for the source document linked to this entry.
Source_doclinekey	String	Key for the source document line linked to this entry.
Revrectemplate	String	Revenue recognition template for this entry.
Revrectemplatekey	String	Key identifying the revenue recognition template.
Revrecstartdate	Datetime	Start date for revenue recognition.
Itemterm	String	Term or duration associated with the item in this entry.
Termperiod	String	Time period for the term associated with this entry.
Revrecenddate	Datetime	End date for revenue recognition.
Prorateprice	Boolean	Indicates whether the price is prorated.
Deferrevenue	String	Details regarding deferred revenue for this entry.
Sc_revrectemplate	String	Revenue recognition template for schedule changes.
Sc_revrectemplatekey	String	Key for the revenue recognition template related to schedule changes.
Sc_revrecstartdate	Datetime	Start date for revenue recognition related to schedule changes.
Sc_revrecenddate	Datetime	End date for revenue recognition related to schedule changes.
Sc_startdate	Datetime	Start date for the schedule changes in this entry.
Item_itemtype	String	Type of the item in this document entry.
Item_numdec_sale	String	Number of decimals allowed for sales calculations of this item.
Item_numdec_std	String	Number of decimals allowed for standard calculations of this item.
Item_numdec_pur	String	Number of decimals allowed for purchase calculations of this item.
Item_revposting	String	Revenue posting configuration for this item.
Item_computeforshortterm	Boolean	Indicates whether this item is computed for short-term revenue.
Item_renewalmacrokey	Int64	Key identifying the renewal macro associated with this item.
Item_uomgrpkey	Int64	Key for the unit of measure group associated with this item.
Discount_memo	String	Memo or notes related to discounts applied to this entry.
Item_revprinting	String	Revenue printing configuration for this item.
Currency	String	Currency used in this document entry.
Exchratedate	Datetime	Date when the exchange rate was applied to this entry.
Exchratetype	String	Type of exchange rate applied to this entry.
Exchrate	Double	Exchange rate used for this entry.
Trx_price	Double	Transaction price associated with this entry.
Trx_value	Double	Transaction value calculated for this entry.
Schedulename	String	Name of the schedule linked to this entry.
Scheduleid	String	Identifier for the schedule linked to this entry.
Recurdocname	String	Name of the recurring document linked to this entry.
Recurdocid	String	Identifier for the recurring document linked to this entry.
Recurdocentrykey	Int64	Key for the recurring document entry associated with this item.
Renewalmacro	String	Renewal macro associated with this entry.
Renewalmacrokey	String	Key identifying the renewal macro linked to this entry.
Overridetax	Boolean	Indicates whether the tax value is overridden for this entry.
Sc_createrecursched	String	Specifies if a recurring schedule should be created for this entry.
Sc_existingsched	String	Details of any existing schedule associated with this entry.
Sc_extendlineperiod	Boolean	Indicates if the line period should be extended for this entry.
Sc_installpricing	Boolean	Indicates if installation pricing is applicable for this entry.
Recurcontractid	String	Identifier for the recurring contract linked to this entry.
Source_docid	String	Identifier for the source document associated with this entry.
Billable	Boolean	Indicates if the entry is billable.
Billed	Boolean	Indicates if the entry has already been billed.
Billabletimeentrykey	Int64	Key associated with the billable time entry for this document.
Billableprentrykey	Int64	Key associated with the billable project entry for this document.
Billabledocentrykey	Int64	Key for the billable document entry linked to this record.
Percentval	Double	Percentage value associated with the document entry.
Taxabsval	Double	Absolute value of the tax for this document entry.
Taxableamount	Double	Amount that is subject to tax for this entry.
Linetotal	Double	Total amount for the line item in this document entry.
Discount	Double	Discount applied to this document entry.
Trx_taxabsval	Double	Absolute value of tax specific to the transaction.
Trx_linetotal	Double	Transaction-specific total amount for the line item.
Taxvaloverride	Boolean	Indicates whether the tax value is overridden for this entry.
Projectkey	String	Key identifying the associated project for this entry.
Projectname	String	Name of the project linked to this document entry.
Taskkey	String	Key identifying the task associated with this entry.
Taskname	String	Name of the task linked to this document entry.
Billingtemplatekey	String	Key identifying the billing template for this entry.
Billingtemplate	String	Name of the billing template applied to this entry.
Projectdimkey	Int64	Key for the project dimension associated with this entry.
Projectid	String	Identifier for the project associated with this document entry.
Vendordimkey	Int64	Key for the vendor dimension linked to this entry.
Vendorid	String	Identifier for the vendor associated with this document entry.
Vendorname	String	Name of the vendor linked to this document entry.
Employeedimkey	Int64	Key for the employee dimension associated with this entry.
Employeeid	String	Identifier for the employee associated with this entry.
Employeename	String	Name of the employee linked to this document entry.
Record_url	String	URL linking to the record associated with this document entry.

RecurDocumentEntry

Stores recurring document data at the entry level, capturing periodic line items, associated amounts, and schedule details for automating repetitive transactions.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the recurring document entry.
Dochdrno	Int64	Header number of the associated recurring document.
Line_no	Int64	Line number within the recurring document entry.
Itemid	String	Identifier for the item in the recurring document entry.
Itemdesc	String	Description of the item in the recurring document entry.
Unit	String	Unit of measurement for the item.
Warehouse_location_no	String	Warehouse location associated with the entry.
Memo	String	Memo or note attached to the recurring document entry.
Whenmodified	Datetime	Timestamp indicating the last modification of the entry.
Item_taxable	Boolean	Indicates whether the item is taxable.
Item_computeforshortterm	Boolean	Indicates whether the item is computed for short-term transactions.
Item_taxgroup_recordno	Int64	Identifier for the tax group associated with the item.
Item_uomgrpkey	Int64	Key for the unit of measure group associated with the item.
Cost_method	String	Costing method used for the item in the entry.
State	String	Current state of the recurring document entry.
Status	String	Overall status of the recurring document entry.
Linestatus	String	Status of the individual line within the entry.
Uiqty	Double	Quantity of the item in the unit of issue.
Uiprice	String	Price per unit of the item.
Uivalue	Double	Total value of the item in the unit of issue.
Department	String	Department associated with the recurring document entry.
Location	String	Location associated with the recurring document entry.
Docentrykey	Int64	Unique key for the document entry.
Revrecstartdate	Datetime	Start date for revenue recognition.
Revrecenddate	Datetime	End date for revenue recognition.
Itemterm	String	Term associated with the item.
Termperiod	String	Term period for the item in the entry.
Prorateprice	Boolean	Indicates if the price is prorated for the term.
Revrectemplate	String	Revenue recognition template applied to the entry.
Retailprice	String	Retail price of the item in the entry.
Discount_memo	String	Memo for any discounts applied to the entry.
Currency	String	Currency used in the entry.
Exchratedate	Datetime	Date for the exchange rate used.
Exchratetype	String	Type of exchange rate applied to the entry.
Exchrate	Double	Exchange rate applied to the entry.
Trx_price	String	Transaction price of the item.
Trx_value	Double	Transaction value of the item.
Discountpercent	Double	Percentage discount applied to the entry.
Billable	Boolean	Indicates if the entry is billable.
Form1099	Boolean	Indicates if the entry is subject to Form 1099 reporting.
Overridetax	Boolean	Indicates if the tax calculation is overridden.
Projectdimkey	Int64	Key for the project dimension associated with the entry.
Projectid	String	Identifier for the project associated with the entry.
Projectname	String	Name of the project associated with the entry.
Vendordimkey	Int64	Key for the vendor dimension associated with the entry.
Vendorid	String	Identifier for the vendor associated with the entry.
Vendorname	String	Name of the vendor associated with the entry.
Employeedimkey	Int64	Key for the employee dimension associated with the entry.
Employeeid	String	Identifier for the employee associated with the entry.
Employeename	String	Name of the employee associated with the entry.
Record_url	String	URL for accessing the record of the entry.

RecurGLEntry

Contains individual entries within recurring GL batches, detailing accounts, amounts, and effective dates for consistent financial postings.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the recurring GL entry.
Recurglbatchno	String	Batch number associated with the recurring GL entry.
Locationkey	String	Key for the location associated with the entry.
Location	String	Code for the location associated with the entry.
Locationname	String	Name of the location associated with the entry.
Deptkey	String	Key for the department associated with the entry.
Department	String	Code for the department associated with the entry.
Departmentname	String	Name of the department associated with the entry.
Accountkey	String	Key for the account associated with the entry.
Accountno	String	Account number associated with the entry.
Accounttitle	String	Title of the account associated with the entry.
Document	String	Document associated with the recurring GL entry.
Tr_type	String	Transaction type for the GL entry.
Amount	String	Amount for the recurring GL entry.
Memo	String	Memo or note for the entry.
Whencreated	Datetime	Timestamp when the entry was created.
Username	String	Username of the person who created the entry.
Allocationkey	String	Key for the allocation associated with the entry.
Allocation	String	Allocation code associated with the entry.
Units	String	Number of units associated with the entry.
Basecurr	String	Base currency for the entry.
Currency	String	Transaction currency for the entry.
Trx_amount	String	Transaction amount for the entry in the specified currency.
Exch_rate_date	Datetime	Date of the exchange rate used for the entry.
Exch_rate_type_id	String	Type of exchange rate applied to the entry.
Exchange_rate	Double	Exchange rate applied to the entry.
Projectdimkey	Int64	Key for the project dimension associated with the entry.
Projectid	String	Identifier for the project associated with the entry.
Projectname	String	Name of the project associated with the entry.
Customerdimkey	Int64	Key for the customer dimension associated with the entry.
Customerid	String	Identifier for the customer associated with the entry.
Customername	String	Name of the customer associated with the entry.
Vendordimkey	Int64	Key for the vendor dimension associated with the entry.
Vendorid	String	Identifier for the vendor associated with the entry.
Vendorname	String	Name of the vendor associated with the entry.
Employeedimkey	Int64	Key for the employee dimension associated with the entry.
Employeeid	String	Identifier for the employee associated with the entry.
Employeename	String	Name of the employee associated with the entry.
Itemdimkey	Int64	Key for the item dimension associated with the entry.
Itemid	String	Identifier for the item associated with the entry.
Itemname	String	Name of the item associated with the entry.
Classdimkey	Int64	Key for the class dimension associated with the entry.
Classid	String	Identifier for the class associated with the entry.
Classname	String	Name of the class associated with the entry.
Record_url	String	URL for accessing the record of the entry.

RevRecChangeLog

Logs changes to revenue recognition settings, tracking modifications and user details for audit trails and compliance.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the revenue recognition change log entry.
Modifiedby	String	Identifier of the user who made the modification.
Whenmodified	Datetime	Timestamp indicating when the change was made.
Summary	String	Summary of the change made in the revenue recognition log.
Memo	String	Additional details or notes regarding the change.
Record_url	String	URL for accessing the record of the change log entry.

RevRecScheduleEntryTask

Tracks tasks associated with revenue recognition schedule entries, including planned and actual progress for accurate forecasting.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the revenue recognition schedule entry task.
Estqty	Double	Estimated quantity for the task associated with the revenue recognition schedule entry.
Plannedqty	Double	Planned quantity for the task associated with the revenue recognition schedule entry.
Actualqty	Double	Actual quantity recorded for the task associated with the revenue recognition schedule entry.
Revrecentrykey	String	Key for the revenue recognition schedule entry associated with the task.
Taskkey	String	Unique key for the task associated with the schedule entry.
Taskname	String	Name of the task associated with the schedule entry.
Revrecschedulekey	String	Key for the revenue recognition schedule associated with the task.
Record_url	String	A deep-link URL for viewing the task record.

SODocumentEntry

Provides line-level detail for SO documents, including items, pricing, taxes, and references to related records.

Columns


Name	Type	Description
Recordno [KEY]	Long	Unique identifier for the SO document entry record.
Dochdrno	Long	Header record number associated with the SO document.
Dochdrid	String	Unique identifier for the document header.
Docparid	String	Identifier for the document template used in the entry.
Bundlenumber	String	Bundle number associated with the SO document.
Line_no	Long	Line number of the entry in the SO document.
Itemid	String	Identifier for the item listed in the SO document.
Itemname	String	Name of the item in the SO document.
Itemdesc	String	Description of the item in the SO document.
Unit	String	Unit of measurement for the item in the SO document.
Warehouse_location_no	String	Location number of the warehouse associated with the item.
Warehouse_name	String	Name of the warehouse associated with the item.
Memo	String	Additional notes or remarks for the SO document entry.
Pricecalcmemo	String	Details related to price calculation for the SO document entry.
Quantity	Decimal	Quantity of the item ordered in the SO document.
Qty_converted	Decimal	Converted quantity based on the unit of measurement.
Retailprice	Decimal	Retail price of the item.
Price	Decimal	Actual price of the item in the SO document.
Total	Decimal	Extended total price for the item in the SO document.
Whencreated	Date	Date the SO document entry was created.
Whenmodified	Datetime	Date and time the SO document entry was last modified.
Auwhencreated	Datetime	Audit timestamp indicating when the record was created.
Createdby	Long	User ID of the person who created the SO document entry.
Modifiedby	Long	User ID of the person who last modified the SO document entry.
Item_taxable	Bool	Indicates whether the item is taxable.
Item_taxgroup_recordno	Long	Record number of the tax group associated with the item.
Item_renewalmacro_macroid	String	Renewal macro ID associated with the item.
Extended_description	String	Detailed description of the item in the SO document entry.
Itemglgroup	Long	General ledger group associated with the item in the SO document entry.
State	Bool	State or status of the SO document entry.
Status	String	Current status of the SO document entry (e.g., active, inactive).
Cost	Decimal	Cost of the item in the SO document.
Cost_method	String	Method used to calculate the cost of the item in the SO document.
Uiqty	Decimal	Quantity for UI (user interface) purposes in the SO document.
Discountpercent	Decimal	Discount percentage applied to the item.
Multiplier	Decimal	Multiplier used for calculating price or quantity.
Uiprice	Decimal	User interface price for the item in the SO document.
Uivalue	Decimal	Extended total price based on UI quantity and price.
Locationid	String	Identifier for the location associated with the SO document entry.
Locationname	String	Name of the location associated with the SO document entry.
Departmentid	String	Department ID related to the SO document entry.
Departmentname	String	Name of the department related to the SO document entry.
Deptkey	String	Key for the department associated with the SO document entry.
Locationkey	String	Key for the location associated with the SO document entry.
Timetypekey	Long	Key for the time type associated with the SO document entry.
Timetypename	String	Name of the time type associated with the SO document entry.
Timenotes	String	Notes related to the time type for the SO document entry.
Eeaccountlabelkey	Long	Key for the employee account label related to the SO document entry.
Eeaccountlabel	String	Account label for the employee associated with the SO document entry.
Source_dockey	String	Source document key associated with the SO document entry.
Source_doclinekey	String	Source document line key associated with the SO document entry.
Adjdochdrkey	Long	Adjustment document header key associated with the SO document entry.
Adjdocentrykey	Long	Adjustment document entry key related to the SO document entry.
Revrectemplate	String	Revenue recognition template associated with the SO document entry.
Revrectemplatekey	String	Key for the revenue recognition template related to the SO document entry.
Revrecstartdate	Date	Revenue recognition start date for the SO document entry.
Itemterm	String	Default term period for the item in the SO document.
Termperiod	Long	Number of periods for the default term in the SO document.
Revrecenddate	Date	Revenue recognition end date for the SO document entry.
Prorateprice	Bool	Indicates whether price should be prorated for the SO document entry.
Deferrevenue	String	Defer revenue for the SO document entry.
Sc_revrectemplate	String	Revenue recognition template for sales contract related to the SO document entry.
Sc_revrectemplatekey	String	Key for the sales contract revenue recognition template related to the SO document entry.
Sc_revrecstartdate	Date	Start date for revenue recognition for sales contract related to the SO document entry.
Sc_revrecenddate	Date	End date for revenue recognition for sales contract related to the SO document entry.
Sc_startdate	Date	Start date for the sales contract schedule related to the SO document entry.
Item_itemtype	String	Item type for the SO document entry.
Item_numdec_sale	Long	Number of decimal places used for sales quantity.
Item_numdec_std	Long	Number of decimal places used for standard quantity.
Item_numdec_pur	Long	Number of decimal places used for purchase quantity.
Item_revposting	String	Revenue posting method for the item in the SO document entry.
Item_computeforshortterm	Bool	Indicates whether the item should be computed for short-term revenue recognition.
Item_renewalmacrokey	Long	Key for the renewal macro associated with the item in the SO document entry.
Item_uomgrpkey	Long	Key for the unit of measure group related to the item in the SO document entry.
Item_dropship	Bool	Indicates whether the item is available for drop shipment.
Item_buytoorder	Bool	Indicates whether the item is available for buy-to-order.
Discount_memo	String	Memo for discount or charge related to the SO document entry.
Item_revprinting	String	Revision printing status of the item related to the SO document entry.
Currency	String	Transaction currency for the SO document entry.
Basecurr	String	Base currency used in the SO document entry.
Exchratedate	Date	Date of exchange rate for the SO document entry.
Exchratetype	Decimal	Exchange rate type used for the SO document entry.
Exchrate	Decimal	Exchange rate used for the SO document entry.
Trx_price	Decimal	Transaction price for the SO document entry.
Trx_value	Decimal	Extended transaction price for the SO document entry.
Schedulename	String	Recurring schedule associated with the SO document entry.
Scheduleid	Long	ID of the recurring schedule related to the SO document entry.
Recurdocname	String	Name of the recurring document associated with the SO document entry.
Recurdocid	Long	ID of the recurring document associated with the SO document entry.
Recurdocentrykey	Long	Key for the recurring document entry associated with the SO document entry.
Renewalmacro	String	Renewal macro associated with the SO document entry.
Renewalmacrokey	String	Key for the renewal macro associated with the SO document entry.
Overridetax	Bool	Indicates whether tax is overridden for the SO document entry.
Sc_createrecursched	String	Indicates if a recurring schedule template is created for the SO document entry.
Sc_existingsched	String	Indicates if an existing recurring schedule is used for the SO document entry.
Sc_extendlineperiod	Bool	Indicates whether the line period is extended for the SO document entry.
Sc_installpricing	Bool	Indicates whether installment pricing is applied to the SO document entry.
Recurcontractid	String	Contract ID for recurring billing related to the SO document entry.
Source_docid	String	Source document ID related to the SO document entry.
Billable	Bool	Indicates whether the SO document entry is billable.
Billed	Bool	Indicates whether the SO document entry has been billed.
Billabletimeentrykey	Long	Time entry key associated with the billable SO document entry.
Billableglentrykey	Long	General ledger entry key associated with the billable SO document entry.
Billableprentrykey	Long	Purchase request entry key associated with the billable SO document entry.
Billabledocentrykey	Long	Document entry key associated with the billable SO document entry.
Billablecontractschentrykey	Long	Contract schedule entry key associated with the billable SO document entry.
Billablecontractusagebillingid	Long	Contract usage billing ID associated with the billable SO document entry.
Percentval	Decimal	Line tax rate for the SO document entry.
Taxabsval	Decimal	Line tax value for the SO document entry.
Taxableamount	Decimal	Taxable amount for the SO document entry.
Linetotal	Decimal	Total amount for the line of the SO document entry.
Discount	Decimal	Line discount for the SO document entry.
Trx_taxabsval	Decimal	Transaction line tax value for the SO document entry.
Trx_linetotal	Decimal	Transaction line total for the SO document entry.
Taxvaloverride	Bool	Indicates whether tax values are overridden for the SO document entry.
Total_amount_converted	Decimal	Total amount converted for the SO document entry.
Total_amount_remaining	Decimal	Remaining amount for the SO document entry.
Qty_remaining	Decimal	Remaining quantity for the SO document entry.
Price_converted	Decimal	Converted price for the SO document entry.
Conversiontype	String	Conversion type for the SO document entry.
Quantityreserved	Decimal	Reserved quantity for the SO document entry.
Quantityallocated	Decimal	Allocated quantity for the SO document entry.
Quantityreservedwhenopen	Decimal	Quantity reserved before the fulfillment for the SO document entry.
Quantityallocatedwhenopen	Decimal	Quantity allocated before the fulfillment for the SO document entry.
Allocreserveisenabled	Bool	Indicates whether allocation and reservation are enabled for the SO document entry.
Projectkey	String	Project key for the SO document entry.
Projectname	String	Project name for the SO document entry.
Taskkey	String	Task key associated with the SO document entry.
Taskid	String	Task ID associated with the SO document entry.
Taskname	String	Task name associated with the SO document entry.
Billingtemplatekey	String	Billing template key associated with the SO document entry.
Billingtemplate	String	Billing template for the SO document entry.
Geninvoicelinekey	Long	Invoice line key for the preview of the SO document entry.
Linelevelsimpletaxtype	String	Tax type at the line level for the SO document entry.
Needbydate	Date	The date by which the SO document entry is needed.
Shipby	Date	The date by which the SO document entry should be shipped.
Donotshipbeforedate	Date	The date before which the SO document entry should not be shipped.
Donotshipafterdate	Date	The date after which the SO document entry should not be shipped.
Datepickticketprinted	Date	The date when the pick ticket for the SO document entry was printed.
Cancelafterdate	Date	The date after which the SO document entry should be canceled.
Shippeddate	Date	The date when the SO document entry was shipped.
Shiptokey	String	Bill-to contact key for the SO document entry.
Shipto_contactname	String	Contact name for the 'Ship To' address.
Shipto_prefix	String	Prefix for the 'Ship To' contact (Mr./Ms./Mrs.).
Shipto_firstname	String	First name for the 'Ship To' contact.
Shipto_initial	String	Middle name or initial for the 'Ship To' contact.
Shipto_lastname	String	Last name for the 'Ship To' contact.
Shipto_companyname	String	Company name for the 'Ship To' address.
Shipto_printas	String	The 'Ship To' name as it appears on official documents.
Shipto_phone1	String	Primary phone number for the 'Ship To' contact.
Shipto_phone2	String	Secondary phone number for the 'Ship To' contact.
Shipto_cellphone	String	Cellular phone number for the 'Ship To' contact.
Shipto_pager	String	Pager number for the 'Ship To' contact.
Shipto_fax	String	Fax number for the 'Ship To' contact.
Shipto_email1	String	Primary email address for the 'Ship To' contact.
Shipto_email2	String	Secondary email address for the 'Ship To' contact.
Shipto_url1	String	Primary URL for the 'Ship To' contact.
Shipto_url2	String	Secondary URL for the 'Ship To' contact.
Shipto_visible	Bool	Indicates whether the 'Ship To' contact is visible.
Shipto_mailaddress_address1	String	Address line 1 for the 'Ship To' contact.
Shipto_mailaddress_address2	String	Address line 2 for the 'Ship To' contact.
Shipto_mailaddress_city	String	City for the 'Ship To' contact address.
Shipto_mailaddress_state	String	State or province for the 'Ship To' contact address.
Shipto_mailaddress_zip	String	Zip or postal code for the 'Ship To' contact address.
Shipto_mailaddress_country	String	Country for the 'Ship To' contact address.
Shipto_mailaddress_countrycode	String	Country code for the 'Ship To' contact address.
Btoshiptokey	String	Buy to order deliver-to key for the 'Ship To' contact.
Btoshiptocontactname	String	Buy to order deliver-to contact name.
Retainagepercentage	String	Retainage percentage for the SO document entry.
Amountretained	Decimal	Amount retained for the SO document entry.
Trx_amountretained	Decimal	Transaction amount retained for the SO document entry.
Relateddockey	String	Related document key for the SO document entry.
Relateddoclinekey	String	Related document line key for the SO document entry.
Revisedunitqty	Decimal	Revised unit quantity for the SO document entry.
Revisedqty	Decimal	Revised quantity for the SO document entry.
Draftchangeunitqty	Decimal	Draft change in unit quantity for the SO document entry.
Draftchangeqty	Decimal	Draft change in quantity for the SO document entry.
Revisedunitvalue	Decimal	Revised unit value (base price) for the SO document entry.
Revisedvalue	Decimal	Revised total value for the SO document entry.
Trx_revisedvalue	Decimal	Revised transaction total value for the SO document entry.
Revisedprice	Decimal	Revised unit price for the SO document entry.
Revisedunitprice	Decimal	Revised unit price (base price) for the SO document entry.
Trx_revisedprice	Decimal	Revised transaction price for the SO document entry.
Relateddoclineno	String	Related document line number for the SO document entry.
Draftchangeprice	Decimal	Draft change in price for the SO document entry.
Postedqtychanges	Decimal	Posted quantity changes for the SO document entry.
Postedchangeextprice	Decimal	Posted changes in extended price for the SO document entry.
Postedchangeextbaseprice	Decimal	Posted changes in extended base price for the SO document entry.
Addedbychange	Bool	Indicates if the entry was added by change for the SO document.
Projectcontractid	String	Project contract ID related to the SO document entry.
Projectcontractname	String	Project contract name related to the SO document entry.
Projectcontractkey	Long	Project contract key for the SO document entry.
Projectcontractlineid	String	Project contract line ID related to the SO document entry.
Projectcontractlinename	String	Project contract line name related to the SO document entry.
Projectcontractlinekey	Long	Project contract line key for the SO document entry.
Pcblexternalrefno	String	External reference number for the SO document entry.
Pcbldescription	String	Description related to the SO document entry.
Pcblbillingtype	String	Billing type for the SO document entry.
Contractlinevalue	Decimal	Contract line value for the SO document entry.
Priorapplicationamt	Decimal	Amount from prior application for the SO document entry.
Completedthisperiod	Decimal	Amount completed during this period for the SO document entry.
Storedmaterials	Decimal	Stored materials for the SO document entry.
Totalcompletedtodate	Decimal	Total completed to date for the SO document entry.
Percentcompletedtodate	Decimal	Percentage completed to date for the SO document entry.
Balanceremaining	Decimal	Remaining balance for the SO document entry.
Draftchangebaseprice	Decimal	Draft change in base price for the SO document entry.
Previousretainagebalance	Decimal	Previous retainage balance for the SO document entry.
Isretainagerelease	Bool	Indicates if retainage release is applicable for the SO document entry.
Retainagetobill	Decimal	Retainage to bill for the SO document entry.
Retainagebalance	Decimal	Retainage balance for the SO document entry.
Itemaliasid	String	Item cross-reference ID for the SO document entry.
Projectdimkey	Long	Project dimension key for the SO document entry.
Projectid	String	Project ID for the SO document entry.
Customerdimkey	Long	Customer dimension key for the SO document entry.
Customerid	String	Customer ID for the SO document entry.
Customername	String	Customer name for the SO document entry.
Vendordimkey	Long	Vendor dimension key for the SO document entry.
Vendorid	String	Vendor ID for the SO document entry.
Vendorname	String	Vendor name for the SO document entry.
Employeedimkey	Long	Employee dimension key for the SO document entry.
Employeeid	String	Employee ID for the SO document entry.
Employeename	String	Employee name for the SO document entry.
Classdimkey	Long	Class dimension key for the SO document entry.
Classid	String	Class ID for the SO document entry.
Classname	String	Class name for the SO document entry.
Contractdimkey	Long	Contract dimension key for the SO document entry.
Contractid	String	Contract ID for the SO document entry.
Contractname	String	Contract name for the SO document entry.
Billed_timesheetentry_entrydate	Date	The billed timesheet entry date for the SO document entry.
Gldimtestegi1	String	GL dimension test field 1 for the SO document entry.
Gldimtest	String	GL dimension test for the SO document entry.
Item_recordno [KEY]	Long	Foreign key for related object: ITEM
Department_recordno [KEY]	Long	Foreign key for related object: DEPARTMENT
Location_recordno [KEY]	Long	Foreign key for related object: LOCATION
Warehouse_recordno [KEY]	Long	Foreign key for related object: WAREHOUSE
Sodocument_recordno [KEY]	String	Foreign key for related object: SODOCUMENT
Task_recordno [KEY]	Long	Foreign key for related object: TASK

SODocumentSubtotals

Contains subtotal information for sales order (SO) documents, including values such as absolute amounts, percentages, totals, and relevant dimension keys for various categories like project, vendor, employee, and item.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the SO document subtotal record.
Dochdrno	Int64	The header number of the SO document to which this subtotal belongs.
Description	String	A description of the SO document subtotal.
Absval	Double	The absolute value of the subtotal, typically representing a monetary amount.
Percentval	Double	The percentage value of the subtotal, used for calculating proportional values.
Total	Double	The total value of the SO document subtotal, combining absolute and percentage values.
Absedit	String	Indicates any edits made to the absolute value of the subtotal.
Percentedit	String	Indicates any edits made to the percentage value of the subtotal.
Status	String	The current status of the subtotal, such as active or pending.
Department	String	The department associated with the SO document subtotal.
Location	String	The location associated with the SO document subtotal.
Trx_absval	Double	The transaction absolute value for the SO document subtotal.
Trx_total	Double	The total transaction value for the SO document subtotal.
Docentrykey	Int64	A unique key for the document entry associated with this subtotal.
Projectdimkey	Int64	The project dimension key associated with the SO document subtotal.
Projectid	String	The project identifier associated with the SO document subtotal.
Projectname	String	The project name associated with the SO document subtotal.
Vendordimkey	Int64	The vendor dimension key associated with the SO document subtotal.
Vendorid	String	The vendor identifier associated with the SO document subtotal.
Vendorname	String	The vendor name associated with the SO document subtotal.
Employeedimkey	Int64	The employee dimension key associated with the SO document subtotal.
Employeeid	String	The employee identifier associated with the SO document subtotal.
Employeename	String	The employee name associated with the SO document subtotal.
Itemdimkey	Int64	The item dimension key associated with the SO document subtotal.
Itemid	String	The item identifier associated with the SO document subtotal.
Itemname	String	The item name associated with the SO document subtotal.
Record_url	String	The URL to view or access the SO document subtotal.

SOPriceListEntry

Contains the entries for sales order (SO) price lists, including details for specific items, pricing, quantity limits, and associated employee or sale information.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the SO price list entry.
Pricelistid	String	The identifier of the price list that this entry belongs to.
Itemid	String	The identifier of the item associated with this price list entry.
Itemname	String	The name of the item associated with this price list entry.
Productlineid	String	The product line identifier associated with this price list entry.
Datefrom	Datetime	The start date from which the price for the item is valid.
Dateto	Datetime	The end date until which the price for the item is valid.
Qtylimitmin	Double	The minimum quantity limit for this price list entry.
Qtylimitmax	Double	The maximum quantity limit for this price list entry.
Value	Double	The price value for the item in the price list entry.
Valuetype	String	The type of value used for pricing, such as fixed, percentage, or discount.
Fixed	String	Indicates whether the price is fixed for this item.
Sale	String	Indicates whether the price list entry is for a sale.
Status	String	The current status of the price list entry (e.g., active, inactive).
Currency	String	The currency used for the price in this price list entry.
Employeekey	Int64	The identifier of the employee associated with this price list entry.
Record_url	String	The URL to view or access this price list entry.

SORecurDocument

Holds data for recurring SO documents, managing repeated transactions, billing schedules, and customer payment details.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the recurring SO document record.
Status	String	The current status of the recurring SO document (e.g., active, inactive).
Ponumber	String	The purchase order number associated with the recurring SO document.
Whenmodified	Datetime	The date and time when the recurring SO document was last modified.
Vendordocno	String	The vendor document number associated with the recurring sales order.
Shipvia	String	The shipping method used for the recurring SO document.
Userkey	String	The key of the user associated with the recurring SO document.
Warehouse_locationid	String	The identifier of the warehouse location for the recurring sales order.
Shiptokey	String	The shipping key associated with the recurring SO document.
Billtokey	String	The billing key associated with the recurring SO document.
Message	String	Any additional message associated with the recurring SO document.
Entity	String	The entity associated with the recurring SO document.
Contractid	String	The identifier of the contract associated with the recurring sales order.
Contractdesc	String	A description of the contract related to the recurring SO document.
Note	String	Any additional notes related to the recurring SO document.
Subtotal	String	The subtotal amount for the recurring SO document.
Total	String	The total amount for the recurring SO document.
Schopkey	Int64	The key for the schedule operation associated with the recurring SO document.
Sourcedocument	String	The identifier of the source document for the recurring sales order.
Docid	String	The document ID for the recurring sales order.
Startdate	Datetime	The start date for the recurring SO document.
Enddate	Datetime	The end date for the recurring SO document.
Nextexecdate	Datetime	The next execution date for the recurring SO document.
Lastexecdate	Datetime	The last execution date for the recurring SO document.
Recurduedate	Datetime	The due date for the next recurring transaction of the sales order.
Frequency	String	The frequency of the recurring SO document (e.g., weekly, monthly).
Execcount	Int64	The number of times the recurring sales order has been executed.
Repeatcount	Int64	The number of times the recurring sales order will be repeated.
Repeatby	String	The criteria for repeating the recurring sales order (e.g., by day, week, or month).
Interval	Int64	The interval between recurring SO executions.
User	String	The user associated with the recurring SO document.
Customername	String	The name of the customer for the recurring sales order.
Term_name	String	The name of the payment terms associated with the recurring sales order.
Scheduledcontactemail	String	The email address for the scheduled contact related to the recurring sales order.
Contact_contactname	String	The name of the contact associated with the recurring sales order.
Contact_email1	String	The primary email address of the contact for the recurring sales order.
Contact_email2	String	The secondary email address of the contact for the recurring sales order.
Shipto_contactname	String	The name of the contact at the shipping location.
Shipto_email1	String	The primary email address of the contact at the shipping location.
Shipto_email2	String	The secondary email address of the contact at the shipping location.
Billto_contactname	String	The name of the contact at the billing location.
Billto_email1	String	The primary email address of the contact at the billing location.
Billto_email2	String	The secondary email address of the contact at the billing location.
Dochdrno	Int64	The document header number associated with the recurring sales order.
Basecurr	String	The base currency used for the recurring SO document.
Currency	String	The currency used for the recurring SO document.
Exchratedate	Datetime	The date on which the exchange rate was applied to the recurring SO document.
Exchratetypes_name	String	The exchange rate type used for the recurring SO document.
Exchrate	Double	The exchange rate applied to the recurring SO document.
Trx_subtotal	String	The transaction subtotal for the recurring SO document.
Trx_total	String	The total transaction amount for the recurring SO document.
Docstatus	String	The document status of the recurring sales order (e.g., open, closed).
Paymethod	String	The payment method for the recurring SO document.
Payinfull	Boolean	Indicates whether the full payment has been made for the recurring SO document.
Paymentamount	String	The payment amount for the recurring SO document.
Customercreditcardkey	String	The customer credit card key for payment processing.
Customerbankaccountkey	String	The customer bank account key for payment processing.
Creditcardtype	String	The type of credit card used for the recurring SO payment.
Accounttype	String	The account type for the payment method used.
Bankaccountid	String	The bank account ID used for payment processing.
Glaccountkey	String	The general ledger account key for the recurring SO document.
Megaentitykey	Int64	The mega entity key associated with the recurring SO document.
Megaentityid	String	The mega entity identifier associated with the recurring SO document.
Megaentityname	String	The mega entity name associated with the recurring SO document.
Record_url	String	The URL to view or access the recurring SO document.

SORecurSubtotals

Contains subtotal data for recurring sales orders (SO), including values for absolute amounts, percentages, and totals, along with associated project, vendor, employee, and location details.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for the recurring SO subtotal record.
Dochdrno	Int64	The document header number associated with the recurring SO subtotal.
Description	String	A description of the recurring SO subtotal.
Absval	Double	The absolute value of the recurring SO subtotal.
Absedit	String	Indicates any edits made to the absolute value of the recurring SO subtotal.
Percentval	Double	The percentage value of the recurring SO subtotal.
Percentedit	String	Indicates any edits made to the percentage value of the recurring SO subtotal.
Total	Double	The total value of the recurring SO subtotal, combining absolute and percentage values.
Status	String	The status of the recurring SO subtotal, such as active or pending.
Taxdetail	Int64	The tax details associated with the recurring SO subtotal.
Department	String	The department associated with the recurring SO subtotal.
Location	String	The location associated with the recurring SO subtotal.
Trx_absval	Double	The transaction absolute value for the recurring SO subtotal.
Trx_total	Double	The total transaction value for the recurring SO subtotal.
Projectdimkey	Int64	The project dimension key associated with the recurring SO subtotal.
Projectid	String	The project identifier associated with the recurring SO subtotal.
Projectname	String	The project name associated with the recurring SO subtotal.
Vendordimkey	Int64	The vendor dimension key associated with the recurring SO subtotal.
Vendorid	String	The vendor identifier associated with the recurring SO subtotal.
Vendorname	String	The vendor name associated with the recurring SO subtotal.
Employeedimkey	Int64	The employee dimension key associated with the recurring SO subtotal.
Employeeid	String	The employee identifier associated with the recurring SO subtotal.
Employeename	String	The employee name associated with the recurring SO subtotal.
Record_url	String	The URL to view or access the recurring SO subtotal.

STKitDocumentEntry

Offers line-level insights into stock kit document entries, capturing kit components, pricing, and quantity data.

Columns


Name	Type	Description
Recordno [KEY]	String	A unique identifier for each entry in the stock kit document.
Dochdrno	Int64	The document header number associated with the stock kit document entry.
Dochdrid	String	The unique identifier of the document header for the stock kit document entry.
Bundlenumber	String	The bundle number related to the stock kit document entry.
Line_no	Int64	The line number for the stock kit document entry.
Itemid	String	The unique identifier for the item in the stock kit document entry.
Itemname	String	The name of the item in the stock kit document entry.
Itemdesc	String	A description of the item in the stock kit document entry.
Unit	String	The unit of measurement for the item in the stock kit document entry.
Warehouse_location_no	String	The location number of the warehouse where the item is stored.
Warehouse_name	String	The name of the warehouse where the item is stored.
Memo	String	Any additional notes or comments related to the stock kit document entry.
Quantity	Double	The quantity of the item in the stock kit document entry.
Qty_converted	Double	The converted quantity of the item, based on the applicable conversion rate.
Retailprice	Double	The retail price of the item in the stock kit document entry.
Price	Double	The price of the item in the stock kit document entry.
Total	Double	The total value of the item (price * quantity) in the stock kit document entry.
Whencreated	Datetime	The timestamp when the stock kit document entry was created.
Whenmodified	Datetime	The timestamp when the stock kit document entry was last modified.
Item_taxable	Boolean	Indicates whether the item is taxable in the stock kit document entry.
Item_taxgroup_recordno	Int64	The tax group record number associated with the item in the stock kit document entry.
Item_renewalmacro_macroid	String	The macro ID used for item renewal in the stock kit document entry.
Extended_description	String	A more detailed description of the item or transaction in the stock kit document entry.
Itemglgroup	String	The general ledger group associated with the item in the stock kit document entry.
State	String	The current state of the stock kit document entry.
Status	String	The status of the stock kit document entry.
Glentrykey1	Int64	The first general ledger entry key associated with the stock kit document entry.
Glentrykey2	Int64	The second general ledger entry key associated with the stock kit document entry.
Cost	Double	The cost of the item in the stock kit document entry.
Cost_method	String	The cost method (e.g., FIFO, LIFO) used for the item in the stock kit document entry.
Average_cost	String	The average cost of the item in the stock kit document entry.
Whse_average_cost	String	The average cost of the item at the warehouse in the stock kit document entry.
Uiqty	Double	The quantity of the item in the unit of issue for the stock kit document entry.
Discountpercent	Double	The discount percentage applied to the item in the stock kit document entry.
Uiprice	Double	The price per unit of the item in the stock kit document entry.
Uivalue	Double	The total value of the item in the unit of issue for the stock kit document entry.
Locationid	String	The location ID where the item is stored in the stock kit document entry.
Locationname	String	The name of the location where the item is stored in the stock kit document entry.
Departmentid	String	The department ID associated with the stock kit document entry.
Departmentname	String	The name of the department associated with the stock kit document entry.
Deptkey	String	The unique key identifying the department for the stock kit document entry.
Locationkey	String	The unique key identifying the location for the stock kit document entry.
Timetypekey	Int64	The key identifying the type of time associated with the stock kit document entry.
Timetypename	String	The name of the time type associated with the stock kit document entry.
Timenotes	String	Any notes related to the time entry in the stock kit document entry.
Eeaccountlabelkey	Int64	The key identifying the employee account label for the stock kit document entry.
Eeaccountlabel	String	The label for the employee account associated with the stock kit document entry.
Source_dockey	String	The source document key for the stock kit document entry.
Source_doclinekey	String	The source document line key for the stock kit document entry.
Revrectemplate	String	The revenue recognition template associated with the stock kit document entry.
Revrectemplatekey	String	The unique key identifying the revenue recognition template for the stock kit document entry.
Revrecstartdate	Datetime	The start date for revenue recognition associated with the stock kit document entry.
Itemterm	String	The item term for the stock kit document entry.
Termperiod	String	The period for the terms associated with the stock kit document entry.
Revrecenddate	Datetime	The end date for revenue recognition associated with the stock kit document entry.
Prorateprice	Boolean	Indicates whether the price is prorated for the stock kit document entry.
Deferrevenue	String	Indicates if revenue is deferred for the stock kit document entry.
Sc_revrectemplate	String	The service charge revenue recognition template associated with the stock kit document entry.
Sc_revrectemplatekey	String	The key identifying the service charge revenue recognition template for the stock kit document entry.
Sc_revrecstartdate	Datetime	The start date for service charge revenue recognition for the stock kit document entry.
Sc_revrecenddate	Datetime	The end date for service charge revenue recognition for the stock kit document entry.
Sc_startdate	Datetime	The start date for the service charge schedule related to the stock kit document entry.
Item_itemtype	String	The type of item associated with the stock kit document entry.
Item_numdec_sale	String	The number of decimal places used for sale prices associated with the stock kit document entry.
Item_numdec_std	String	The number of decimal places used for standard prices associated with the stock kit document entry.
Item_numdec_pur	String	The number of decimal places used for purchase prices associated with the stock kit document entry.
Item_revposting	String	The revenue posting method for the item associated with the stock kit document entry.
Item_computeforshortterm	Boolean	Indicates if the item is computed for short-term revenue recognition in the stock kit document entry.
Item_renewalmacrokey	Int64	The key identifying the renewal macro for the item in the stock kit document entry.
Item_uomgrpkey	Int64	The key identifying the unit of measure group for the item in the stock kit document entry.
Discount_memo	String	Any discount-related notes for the stock kit document entry.
Item_revprinting	String	Indicates the printing method used for revenue recognition entries in the stock kit document entry.
Currency	String	The currency used for the stock kit document entry.
Exchratedate	Datetime	The date when the exchange rate was applied for the stock kit document entry.
Exchratetype	String	The type of exchange rate applied for the stock kit document entry.
Exchrate	Double	The exchange rate applied for the stock kit document entry.
Trx_price	Double	The transaction price of the item in the stock kit document entry.
Trx_value	Double	The transaction value (price * quantity) of the item in the stock kit document entry.
Schedulename	String	The name of the schedule associated with the stock kit document entry.
Scheduleid	String	The ID of the schedule associated with the stock kit document entry.
Recurdocid	String	The recurring document ID associated with the stock kit document entry.
Recurdocentrykey	Int64	The key identifying the recurring document entry for the stock kit document entry.
Renewalmacro	String	The renewal macro associated with the stock kit document entry.
Renewalmacrokey	String	The key identifying the renewal macro for the stock kit document entry.
Overridetax	Boolean	Indicates whether the tax for the stock kit document entry has been overridden.
Sc_createrecursched	String	Indicates whether a recurring schedule has been created for the stock kit document entry.
Sc_existingsched	String	Indicates if an existing recurring schedule is used for the stock kit document entry.
Sc_extendlineperiod	Boolean	Indicates whether the line period has been extended for the stock kit document entry.
Sc_installpricing	Boolean	Indicates whether pricing for the stock kit document entry is installed.
Recurcontractid	String	The recurring contract ID associated with the stock kit document entry.
Source_docid	String	The source document ID for the stock kit document entry.
Billable	Boolean	Indicates whether the stock kit document entry is billable.
Billed	Boolean	Indicates whether the stock kit document entry has been billed.
Billabletimeentrykey	Int64	The key identifying the billable time entry for the stock kit document entry.
Billableprentrykey	Int64	The key identifying the billable PR entry for the stock kit document entry.
Billabledocentrykey	Int64	The key identifying the billable document entry for the stock kit document entry.
Percentval	Double	The percentage value applied to the stock kit document entry.
Taxabsval	Double	The absolute tax value applied to the stock kit document entry.
Taxableamount	Double	The taxable amount for the stock kit document entry.
Linetotal	Double	The total amount for the line item in the stock kit document entry.
Discount	Double	The discount amount applied to the stock kit document entry.
Trx_taxabsval	Double	The transaction-level absolute tax value applied to the stock kit document entry.
Trx_linetotal	Double	The total value of the line item for the transaction in the stock kit document entry.
Taxvaloverride	Boolean	Indicates whether the tax value has been overridden for the stock kit document entry.
Projectkey	String	The key identifying the project associated with the stock kit document entry.
Projectname	String	The name of the project associated with the stock kit document entry.
Taskkey	String	The key identifying the task associated with the stock kit document entry.
Taskname	String	The name of the task associated with the stock kit document entry.
Projectdimkey	Int64	The dimension key of the project associated with the stock kit document entry.
Projectid	String	The unique identifier for the project associated with the stock kit document entry.
Record_url	String	The URL for accessing the stock kit document entry record.

Subscriptions

Documents subscription services, including contract terms, recurring billing cycles, and associated product or service details.

Columns


Name	Type	Description
application	String	The name or identifier of the application associated with the subscription.

TerritoryGrpMember

Identifies individual territories within a territory group, detailing membership and associated metadata for comprehensive coverage.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the territory group member record.
Groupkey	Int64	The identifier for the group to which the territory member belongs.
Territory	String	The territory associated with the group member.
Sortord	Int64	The sorting order of the territory within the group.
Whencreated	Datetime	The date and time when the territory group member was created.
Whenmodified	Datetime	The date and time when the territory group member was last modified.
Createdby	Int64	The identifier of the user who created the territory group member.
Modifiedby	Int64	The identifier of the user who last modified the territory group member.
Record_url	String	The URL for accessing the territory group member record.

TimesheetEntry

Provides line-level detail within timesheets, recording daily hours, tasks, projects, and cost allocation details.

View Specific Information

Select

Legacy API: No restrictions
Non-legacy API: SELECT works only if the property IncludeRelatedAttributes is set to NONE.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the timesheet entry record.
Lineno	Int64	The line number for the timesheet entry.
Timesheetkey	Int64	The identifier for the timesheet associated with the entry.
Projectkey	Int64	The identifier for the project associated with the timesheet entry.
Projectid	String	The project ID associated with the timesheet entry.
Projectname	String	The project name associated with the timesheet entry.
Project_classid	String	The project class ID associated with the timesheet entry.
Taskkey	Int64	The identifier for the task associated with the timesheet entry.
Taskname	String	The task name associated with the timesheet entry.
Task_classid	String	The task class ID associated with the timesheet entry.
Customerkey	Int64	The identifier for the customer associated with the timesheet entry.
Customerid	String	The customer ID associated with the timesheet entry.
Customername	String	The customer name associated with the timesheet entry.
Itemkey	Int64	The item identifier associated with the timesheet entry.
Itemid	String	The item ID associated with the timesheet entry.
Itemname	String	The item name associated with the timesheet entry.
Entrydate	Datetime	The date the timesheet entry was recorded.
Qty	Double	The quantity of time or work recorded in the timesheet entry.
Description	String	A description of the timesheet entry.
Notes	String	Additional notes for the timesheet entry.
State	String	The state or status of the timesheet entry.
Locationkey	Int64	The location key associated with the timesheet entry.
Locationid	String	The location ID associated with the timesheet entry.
Locationname	String	The location name associated with the timesheet entry.
Departmentkey	Int64	The department key associated with the timesheet entry.
Departmentid	String	The department ID associated with the timesheet entry.
Departmentname	String	The department name associated with the timesheet entry.
Timetypekey	Int64	The time type key associated with the timesheet entry.
Timetype	String	The time type associated with the timesheet entry.
Timetype_earningtypekey	Int64	The earning type key for the time type in the timesheet entry.
Timetype_glaccountkey	Int64	The general ledger account key for the time type in the timesheet entry.
Timetype_gloffsetaccountkey	Int64	The general ledger offset account key for the time type in the timesheet entry.
Billable	Boolean	Indicates whether the timesheet entry is billable.
Billed	String	Indicates whether the timesheet entry has been billed.
Employeedimkey	Int64	The employee dimension key for the timesheet entry.
Employeeid	String	The employee ID associated with the timesheet entry.
Employeename	String	The employee name associated with the timesheet entry.
Employee_earningtypekey	Int64	The earning type key for the employee in the timesheet entry.
Ts_begindate	Datetime	The beginning date for the timesheet entry period.
Ts_enddate	Datetime	The end date for the timesheet entry period.
Ts_locationkey	Int64	The location key for the timesheet entry.
Ts_locationid	String	The location ID for the timesheet entry.
Statjournalkey	Int64	The journal key for the statistical entry of the timesheet entry.
Billuacctkey	Int64	The billing account key for the timesheet entry.
Nonbilluacctkey	Int64	The non-billing account key for the timesheet entry.
Billnuacctkey	Int64	The billing number account key for the timesheet entry.
Nonbillnuacctkey	Int64	The non-billing number account key for the timesheet entry.
Statglbatchkey	Int64	The batch key for the general ledger entry of the timesheet entry.
Statglentrylineno	Int64	The line number for the general ledger entry of the timesheet entry.
Laborglbatchkey	Int64	The labor batch key for the timesheet entry.
Laborglentrylineno	Int64	The line number for the labor entry in the timesheet.
Laborglentryoffsetlineno	Int64	The offset line number for the labor entry in the timesheet.
Laborglentryamount	Double	The amount for the labor entry in the timesheet.
Laborglentrytrxamount	Double	The transaction amount for the labor entry in the timesheet.
Laborglentrycostrate	Double	The cost rate for the labor entry in the timesheet.
Statglentryamount	Double	The amount for the general ledger entry in the timesheet.
Varglentryamount	Double	The variable general ledger entry amount in the timesheet.
Varglentrytrxamount	Double	The variable transaction amount for the general ledger entry.
Varglbatchkey	Int64	The batch key for the variable general ledger entry.
Varglentrylineno	Int64	The line number for the variable general ledger entry.
Varglentryoffsetlineno	Int64	The offset line number for the variable general ledger entry.
Clznamount	Double	The clearance amount for the timesheet entry.
Extcostrate	String	The external cost rate for the timesheet entry.
Extbillrate	String	The external bill rate for the timesheet entry.
Whencreated	Datetime	The date and time when the timesheet entry was created.
Whenmodified	Datetime	The date and time when the timesheet entry was last modified.
Createdby	Int64	The identifier of the user who created the timesheet entry.
Modifiedby	Int64	The identifier of the user who last modified the timesheet entry.
Projectdimkey	Int64	The project dimension key associated with the timesheet entry.
Vendordimkey	Int64	The vendor dimension key associated with the timesheet entry.
Vendorid	String	The vendor ID associated with the timesheet entry.
Vendorname	String	The vendor name associated with the timesheet entry.
Classdimkey	Int64	The class dimension key associated with the timesheet entry.
Classid	String	The class ID associated with the timesheet entry.
Classname	String	The class name associated with the timesheet entry.
Record_url	String	The URL for accessing the timesheet entry record.

TransTmplBatch

Stores batched transaction template data, enabling bulk handling of repeated transaction patterns.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the transaction template batch record.
Templateid	String	The ID of the transaction template associated with the batch.
Status	String	The status of the transaction template batch.
Gljournalname	String	The name of the general ledger journal associated with the batch.
Gljournalkey	String	The key for the general ledger journal associated with the batch.
Offsetacctno	String	The offset account number associated with the transaction template batch.
Offsetacctkey	String	The offset account key associated with the transaction template batch.
Description	String	A description of the transaction template batch.
Whencreated	Datetime	The date and time when the transaction template batch was created.
Whenmodified	Datetime	The date and time when the transaction template batch was last modified.
Createdby	Int64	The identifier of the user who created the transaction template batch.
Modifiedby	Int64	The identifier of the user who last modified the transaction template batch.
Megaentitykey	Int64	The unique identifier for the mega entity associated with the transaction template batch.
Megaentityid	String	The ID of the mega entity associated with the transaction template batch.
Megaentityname	String	The name of the mega entity associated with the transaction template batch.
Record_url	String	The URL for accessing the transaction template batch record.

TransTmplEntry

Provides detailed line items for transaction templates, including account, project, vendor, and item associations.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the transaction template entry record.
Status	String	The status of the transaction template entry.
Glacctkey	String	The general ledger account key associated with the transaction template entry.
Label	String	The label of the transaction template entry.
Department	String	The department associated with the transaction template entry.
Departmentkey	String	The department key associated with the transaction template entry.
Location	String	The location associated with the transaction template entry.
Locationkey	String	The location key associated with the transaction template entry.
Tr_type	String	The transaction type associated with the transaction template entry.
Projectdimkey	Int64	The project dimension key for the transaction template entry.
Projectid	String	The project ID associated with the transaction template entry.
Projectname	String	The project name associated with the transaction template entry.
Customerdimkey	Int64	The customer dimension key associated with the transaction template entry.
Customerid	String	The customer ID associated with the transaction template entry.
Customername	String	The customer name associated with the transaction template entry.
Vendordimkey	Int64	The vendor dimension key associated with the transaction template entry.
Vendorid	String	The vendor ID associated with the transaction template entry.
Vendorname	String	The vendor name associated with the transaction template entry.
Employeedimkey	Int64	The employee dimension key associated with the transaction template entry.
Employeeid	String	The employee ID associated with the transaction template entry.
Employeename	String	The employee name associated with the transaction template entry.
Itemdimkey	Int64	The item dimension key associated with the transaction template entry.
Itemid	String	The item ID associated with the transaction template entry.
Itemname	String	The item name associated with the transaction template entry.
Classdimkey	Int64	The class dimension key associated with the transaction template entry.
Classid	String	The class ID associated with the transaction template entry.
Classname	String	The class name associated with the transaction template entry.
Record_url	String	The URL for accessing the transaction template entry record.

TrialBalances

Compiles trial balance data, including debits, credits, and adjustments for specified accounting periods.

Table Specific Information

To retrieve LocationID and DepartmentId information from the TrialBalances table, ensure that the ShowLocationDetail and ShowDepartmentDetail options are set to TRUE. For example:

SELECT * FROM TrialBalances WHERE ShowLocationDetail=TRUE AND ShowDepartmentDetail=TRUE

Note: For advanced filtering options, use the CreateTrialBalancesReportSchema stored procedure. This procedure supports additional filters that are not directly available in the TrialBalances view.

Columns


Name	Type	Description
Reportingperiodname	String	The name of the reporting period for the trial balances.
Glaccountno	String	The general ledger account number associated with the trial balance.
Startbalance	Double	The starting balance for the trial balance period.
Debits	Double	The total debits recorded for the trial balance period.
Credits	Double	The total credits recorded for the trial balance period.
Adjdebits	Double	The total adjustments to debits for the trial balance period.
Adjcredits	Double	The total adjustments to credits for the trial balance period.
Endbalance	Double	The ending balance for the trial balance period.
Reportingbook	String	The reporting book associated with the trial balance.
Currency	String	The currency used for the trial balance.
Locationid	String	The location identifier for the trial balance.
Departmentid	String	The department identifier for the trial balance.

Pseudo-Columns


Name	Type	Description
StartDate	String	The start date for the trial balance report, required if ReportingPeriodName is not set.
EndDate	String	The end date for the trial balance report, required if ReportingPeriodName is not set.
ShowZeroBalances	String	Show zero balance accounts. Use true or false. (Default: false)
ShowDepartmentDetail	String	Expand department detail. Use true or false. (Default: false)
ShowLocationDetail	String	Expand location detail. Use true or false. (Default: false)

TrialBalancesDepartmentDetail

Breaks down trial balances by department, showing account-level debits, credits, and adjustments for departmental analysis.

Columns


Name	Type	Description
reportingperiodname	String	The reporting period name for the trial balance data.
glaccountno	String	The general ledger account number associated with the trial balance data.
startbalance	Double	The starting balance for the trial balance period.
debits	Double	The total debits recorded for the trial balance period.
credits	Double	The total credits recorded for the trial balance period.
adjdebits	Double	The total adjustments to debits for the trial balance period.
adjcredits	Double	The total adjustments to credits for the trial balance period.
endbalance	Double	The ending balance for the trial balance period.
reportingbook	String	The reporting book associated with the trial balance.
currency	String	The currency used for the trial balance.
locationid	String	The location identifier for the trial balance.
departmentid	String	The department identifier for the trial balance.

Pseudo-Columns


Name	Type	Description
StartDate	String	The start date for the trial balance report, required if ReportingPeriodName is not set.
EndDate	String	The end date for the trial balance report, required if ReportingPeriodName is not set.
ShowZeroBalances	String	Show zero balance accounts. Use true or false. (Default: false)
ShowDepartmentDetail	String	Expand department detail. Use true or false. (Default: true)
ShowLocationDetail	String	Expand location detail. Use true or false. (Default: false)

TrialBalancesLocationDetail

Offers a location-based trial balance view, itemizing financial data and enabling site-specific financial oversight.

Columns


Name	Type	Description
reportingperiodname	String	The name of the reporting period for which the trial balance is generated.
glaccountno	String	The general ledger account number associated with the trial balance entry.
startbalance	Double	The opening balance for the specified account and period.
debits	Double	The total debits recorded for the account during the specified period.
credits	Double	The total credits recorded for the account during the specified period.
adjdebits	Double	The total adjusted debits for the account in the specified period.
adjcredits	Double	The total adjusted credits for the account in the specified period.
endbalance	Double	The closing balance for the specified account and period.
reportingbook	String	The financial reporting book used for generating the trial balance.
currency	String	The currency in which the trial balance amounts are reported.
locationid	String	The identifier for the location associated with the trial balance data.
departmentid	String	The identifier for the department associated with the trial balance data.

Pseudo-Columns


Name	Type	Description
StartDate	String	Specifies the start date for the trial balance data, required if ReportingPeriodName is not set.
EndDate	String	Specifies the end date for the trial balance data, required if ReportingPeriodName is not set.
ShowZeroBalances	String	Indicates whether to include accounts with zero balances in the report. Use true or false. (Default: false)
ShowDepartmentDetail	String	Indicates whether to expand the trial balance data to show department-specific details. Use true or false. (Default: false)
ShowLocationDetail	String	Indicates whether to expand the trial balance data to show location-specific details. Use true or false. (Default: true)

UoMDetail

Expands on UoM data with conversion factors and additional metadata for precise measurement across transactions.

Columns


Name	Type	Description
Recordno [KEY]	Int64	Unique identifier for the UoM detail record.
Unit	String	The UoM associated with the UoM detail record.
Abbreviation	String	The abbreviation of the UoM.
Grpkey	Int64	The group key associated with this UoM.
Convfactor	Double	The conversion factor for the UoM.
Numdecimals	Int64	The number of decimal places used for the UoM.
Isbase	Boolean	Indicates whether this is the base UoM.
Whencreated	Datetime	The date and time when this UoM detail record was created.
Whenmodified	Datetime	The date and time when this UoM detail record was last modified.
Createdby	Int64	The user ID of the creator of this UoM detail record.
Modifiedby	Int64	The user ID of the last modifier of this UoM detail record.
Record_url	String	The URL for accessing the UoM detail record.

UserRights

Outlines access privileges and permissions assigned to users, covering application modules and record-level visibility.

Columns


Name	Type	Description
Recordno [KEY]	String	Unique identifier for the user rights record.
Userkey	Int64	The unique identifier for the user associated with the rights.
Application	String	The application for which user rights are defined.
Policy	String	The specific policy assigned to the user within the application.
Rights	String	The rights or permissions assigned to the user for the application.
Whencreated	Datetime	The date and time when this user rights record was created.
Whenmodified	Datetime	The date and time when this user rights record was last modified.
Createdby	Int64	The user ID of the creator of this user rights record.
Modifiedby	Int64	The user ID of the last modifier of this user rights record.
Record_url	String	The URL for accessing this user rights record.

WfpmPaymentRequest

Stores information about payment requests, including requested amounts, statuses, and links to vendor or financial data.

Columns


Name	Type	Description
Recordno [KEY]	String	The unique identifier for the payment request.
Prbatchkey	Int64	The batch key associated with the payment request.
Recordtype	String	The type of record (for example, payment request, payment batch).
Description	String	A description of the payment request.
Totalentered	Double	The total amount entered for the payment request.
Totalpaid	Double	The total amount paid in the payment request.
Totalselected	Double	The total amount selected for payment in the payment request.
Totaldue	Double	The total amount due for the payment request.
State	String	The current state of the payment request (for example, pending, completed).
Whencreated	Datetime	The date and time when the payment request was created.
Whenpaid	Datetime	The date and time when the payment was made.
Termkey	Int64	The payment terms associated with the payment request.
Termname	String	The name of the payment terms associated with the payment request.
Whendiscount	Datetime	The date when any discount for the payment request is applicable.
Recordid	String	A unique record identifier for the payment request.
Userkey	Int64	The unique identifier for the user associated with the payment request.
Whendue	Datetime	The due date for the payment request.
Docnumber	String	The document number for the payment request.
Cleared	String	The cleared status of the payment request (for example, yes, no).
Clrdate	Datetime	The date when the payment request was cleared.
Modulekey	String	The module key related to the payment request.
Status	String	The status of the payment request (for example, pending, completed).
Systemgenerated	String	Indicates whether the payment request was system-generated.
Whenposted	Datetime	The date and time when the payment request was posted.
Onhold	Boolean	Indicates whether the payment request is on hold.
Currency	String	The currency used for the payment request.
Trx_totalentered	Double	The total amount entered for the transaction associated with the payment request.
Trx_totalpaid	Double	The total amount paid for the transaction associated with the payment request.
Trx_totalselected	Double	The total amount selected for payment in the transaction associated with the payment request.
Trx_totaldue	Double	The total amount due for the transaction associated with the payment request.
Deliverymethod	String	The delivery method for the payment request (for example, ACH, check, wire).
Recon_date	Datetime	The reconciliation date for the payment request.
Basecurr	String	The base currency for the payment request.
Locationkey	Int64	The location key associated with the payment request.
Auwhencreated	Datetime	The date and time when the payment request was auto-created.
Whenmodified	Datetime	The date and time when the payment request was last modified.
Createdby	Int64	The ID of the user who created the payment request.
Modifiedby	Int64	The ID of the user who last modified the payment request.
Nr_totalentered	Double	The total entered amount for the payment request (non-transaction).
Nr_trx_totalentered	Double	The total entered amount for the transaction associated with the payment request.
Paymenttype	String	The type of payment (for example, electronic, check, credit).
Paymentdate	Datetime	The date when the payment is scheduled or was made.
Receiptdate	Datetime	The date when the payment was received by the vendor.
Paymentamount	Double	The total payment amount for the request.
Documentnumber	String	The document number associated with the payment request.
Memo	String	Any additional notes or comments regarding the payment request.
Financialaccount	String	The financial account used for the payment request.
Vendorname	String	The name of the vendor associated with the payment request.
Vendorid	String	The unique identifier for the vendor associated with the payment request.
Megaentitykey	Int64	The key identifier for the mega entity associated with the payment request.
Megaentityid	String	The unique ID for the mega entity associated with the payment request.
Record_url	String	The URL for accessing the payment request record.

Data Type Mapping

Data Type Mappings

The Sync App maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.


Sage Intacct	CData Schema
Check Box	bool
Currency	string
Date	date
Email	string
Number	float
Password	string
Percent	float
Picklist	string
Picklist Multi-select	string
Sequence	string
Text	string
Text Area	string
User Link	string
URL	string

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

Property	Description
AuthScheme	The method the provider uses to authenticate to Sage Intacct. Select an option from the available values.
CompanyID	The Company ID of the company associated with your user account. To find this ID, click the dropdown menu next to the home button (house icon) and navigate to Company > Configuration > Company. The value is visible on this page under Company information > Company ID.
URL	The endpoint URL used by the provider to make API requests to Sage Intacct. If your endpoint URL differs from the default value, supply it here.
User	The username of the authenticating Sage Intacct user account.
Password	The password associated with the authenticating Sage Intacct user (set in the User property).
SenderID	The sender ID that was assigned to you by Sage Intacct alongside your Web Services developer license.
SenderPassword	The sender password that was assigned to you by Sage Intacct alongside your Web Services developer license.

Connection

Property	Description
SessionID	The session ID of your current Sage Intacct login session. When the UseSessionId property is set to True, this session ID is used to authenticate the provider against Sage Intacct. To obtain a session ID, examine the URL of the webpage you are brought to upon logging in to Sage Intacct. Your session ID is the value found in the URL after 'sess=' and before '&.uid'.
UseSessionID	When set to True, the provider uses a session ID (set in the SessionID connection property) to authenticate the provider against Sage Intacct.

SSO

Property	Description
SSOLoginURL	The identity provider's login URL.
SSOProperties	Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

SSL

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

Proxy

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	The hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort	The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	The username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	The password associated with the user specified in the ProxyUser connection property.
ProxySSLType	The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous

Property	Description
UseLegacy	When set to True, the provider uses the old API implementation. When set to False, the provider uses the new API implementation. The new API supports server-side filtering, ORDER BY clauses, as well as offset and aggregate functions including COUNT, AVG, MIN, MAX and SUM.
ClientID	A company ID of a child company that you want to connect to. When a value is set for this property, data returned by the provider is limited to the data organized under this company.
DocParId	The name of a transaction type, exactly as it appears in the Applications dropdown under (your desired application) > 'All' tab > 'Transactions'. The provider returns custom fields associated with the specified transaction type. For example: 'Sales Invoice'.
EnableSubscriptions	A list of one or more subscriptions enabled in your Sage Intacct account. The provider exposes any tables exclusive to the specified subscription(s). If multiple subscriptions are specified, separate them with commas. For example: 'Subscription1,Subscription2'.
IncludeDetailAggregate	If True, aggregate columns are displayed in query results.
IncludeGLEntries	If True, when updating the GLBatch table with new GLEntry items, the provider includes existing GLEntry items associated with the record being updated. If False, the provider does not include the existing items, and they are deleted from the table.
IncludeRelatedAttributes	The scope of related attributes retrieved by the provider. Use this only when the 'UseLegacy' connection property is set to False.
LocationsId	The Location ID of the shared child company that you want to access. When this property is set, data returned by the provider is limited to the data organized under this Location. To find Location Ids, click the dropdown menu next to the Home button (house icon), then navigate to Reports > Dimensions > Locations (click the text, not the +).
MaxRows	Specifies the maximum rows returned for queries without aggregation or GROUP BY.
MinimumColumnSize	The minimum column size returned by the provider. All column sizes reported by the provider are equal or greater to this value. When set to the default value (-1), the provider reports the exact column sizes it receives from Sage Intacct.
Other	Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
Pagesize	The maximum number of records per page the provider returns when requesting data from Sage Intacct:.
PseudoColumns	Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
ReadByName	If True, the provider uses the ReadByName clause in its XML request to the Sage Intacct API. This allows the provider to query API endpoints that require this clause. Use this only when the UseLegacy connection property is set to True. It is rare for tables or views to require setting this property.
ReturnFormatAsXML	If set to True, the Sage Intacct API returns requested data in XML format. If False, the Sage Intacct API returns data in JSON format.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViews	Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

Property	Description
AuthScheme	The method the provider uses to authenticate to Sage Intacct. Select an option from the available values.
CompanyID	The Company ID of the company associated with your user account. To find this ID, click the dropdown menu next to the home button (house icon) and navigate to Company > Configuration > Company. The value is visible on this page under Company information > Company ID.
URL	The endpoint URL used by the provider to make API requests to Sage Intacct. If your endpoint URL differs from the default value, supply it here.
User	The username of the authenticating Sage Intacct user account.
Password	The password associated with the authenticating Sage Intacct user (set in the User property).
SenderID	The sender ID that was assigned to you by Sage Intacct alongside your Web Services developer license.
SenderPassword	The sender password that was assigned to you by Sage Intacct alongside your Web Services developer license.

AuthScheme

The method the provider uses to authenticate to Sage Intacct. Select an option from the available values.

Remarks

Possible values are:

Basic: Select this value to use user credentials (User and Password) for authentication.
OKTA: Select this value to authenticate with Okta single sign-on.
BasicReadOnly: (Deprecated) Set this to use user credentials for read-only access.

By default, AuthScheme is set to Basic.

CompanyID

The Company ID of the company associated with your user account. To find this ID, click the dropdown menu next to the home button (house icon) and navigate to Company > Configuration > Company. The value is visible on this page under Company information > Company ID.

Remarks

The Company ID of the company associated with your user account. To find this ID, click the dropdown menu next to the home button (house icon) and navigate to Company > Configuration > Company. The value is visible on this page under Company information > Company ID.

URL

The endpoint URL used by the provider to make API requests to Sage Intacct. If your endpoint URL differs from the default value, supply it here.

Remarks

The endpoint URL used by the Sync App to make API requests to Sage Intacct. If your endpoint URL differs from the default value, supply it here.

User

The username of the authenticating Sage Intacct user account.

Remarks

The User and Password are used together to authenticate to the server.

Password

The password associated with the authenticating Sage Intacct user (set in the User property).

Remarks

The User and Password are used together to authenticate to the server.

SenderID

The sender ID that was assigned to you by Sage Intacct alongside your Web Services developer license.

Remarks

Along with SenderPassword, this credential is attached to your Sage Intacct Web Services developer license.

The Sync App has embedded Web Services credentials that can be used to read and write data from Sage Intacct. To use the embedded sender credentials, leave this connection property empty.

If you supply your own sender ID in this connection property, the sender ID you provided is used in place of the embedded credentials.

SenderPassword

The sender password that was assigned to you by Sage Intacct alongside your Web Services developer license.

Remarks

Along with SenderID, this credential is attached to your Sage Intacct Web Services developer license.

The Sync App has embedded Web Services credentials that can be used to read and write data from Sage Intacct. To use the embedded sender credentials, leave this connection property empty.

If you supply your own sender password in this connection property, the sender password you provided is used in place of the embedded credentials.

Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.

Property	Description
SessionID	The session ID of your current Sage Intacct login session. When the UseSessionId property is set to True, this session ID is used to authenticate the provider against Sage Intacct. To obtain a session ID, examine the URL of the webpage you are brought to upon logging in to Sage Intacct. Your session ID is the value found in the URL after 'sess=' and before '&.uid'.
UseSessionID	When set to True, the provider uses a session ID (set in the SessionID connection property) to authenticate the provider against Sage Intacct.

SessionID

The session ID of your current Sage Intacct login session. When the UseSessionId property is set to True, this session ID is used to authenticate the provider against Sage Intacct. To obtain a session ID, examine the URL of the webpage you are brought to upon logging in to Sage Intacct. Your session ID is the value found in the URL after 'sess=' and before '&.uid'.

Remarks

The session ID of your current Sage Intacct login session. When the UseSessionId property is set to True, this session ID is used to authenticate the Sync App against Sage Intacct. To obtain a session ID, examine the URL of the webpage you are brought to upon logging in to Sage Intacct. Your session ID is the value found in the URL after "sess=" and before "&.uid".

UseSessionID

When set to True, the provider uses a session ID (set in the SessionID connection property) to authenticate the provider against Sage Intacct.

Remarks

Setting this property to True overrides the currently selected authentication mechanism.

SSO

This section provides a complete list of the SSO properties you can configure in the connection string for this provider.

Property	Description
SSOLoginURL	The identity provider's login URL.
SSOProperties	Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

SSOLoginURL

The identity provider's login URL.

Remarks

The identity provider's login URL.

SSOProperties

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

Remarks

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list. This is used with the SSOLoginURL.

SSO configuration is discussed further in .

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:


Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated)	ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated)	34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.


Protocol	Default Port	Description
TUNNEL	80	The port where the Sync App opens a connection to Sage Intacct. Traffic flows back and forth via the proxy at this location.
SOCKS4	1080	The port where the Sync App opens a connection to Sage Intacct. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5	1080	The port where the Sync App sends data to Sage Intacct. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	The hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort	The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	The username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	The password associated with the user specified in the ProxyUser connection property.
ProxySSLType	The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

ProxyServer

The hostname or IP address of the proxy server that you want to route HTTP traffic through.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

ProxyPort

The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the proxy server port specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

The authentication type can be one of the following:

BASIC: The Sync App performs HTTP BASIC authentication.
DIGEST: The Sync App performs HTTP DIGEST authentication.
NTLM: The Sync App retrieves an NTLM token.
NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
NONE: Set this when the ProxyServer does not require authentication.

For all values other than "NONE", you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

ProxyUser

The username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyUser
BASIC	The user name of a user registered with the proxy server.
DIGEST	The user name of a user registered with the proxy server.
NEGOTIATE	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NTLM	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NONE	Do not set the ProxyPassword connection property.

The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the username specified in your system proxy settings.

ProxyPassword

The password associated with the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyPassword
BASIC	The password associated with the proxy server user specified in ProxyUser.
DIGEST	The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE	The password associated with the Windows user account specified in ProxyUser.
NTLM	The password associated with the Windows user account specified in ProxyUser.
NONE	Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the password specified in your system proxy settings.

ProxySSLType

The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :


AUTO	Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYS	The connection is always SSL enabled.
NEVER	The connection is not SSL enabled.
TUNNEL	The connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

ProxyExceptions

A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note that the Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.

For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.

The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.

For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\SageIntacct Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:


Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Linux	~/.config

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

Property	Description
UseLegacy	When set to True, the provider uses the old API implementation. When set to False, the provider uses the new API implementation. The new API supports server-side filtering, ORDER BY clauses, as well as offset and aggregate functions including COUNT, AVG, MIN, MAX and SUM.
ClientID	A company ID of a child company that you want to connect to. When a value is set for this property, data returned by the provider is limited to the data organized under this company.
DocParId	The name of a transaction type, exactly as it appears in the Applications dropdown under (your desired application) > 'All' tab > 'Transactions'. The provider returns custom fields associated with the specified transaction type. For example: 'Sales Invoice'.
EnableSubscriptions	A list of one or more subscriptions enabled in your Sage Intacct account. The provider exposes any tables exclusive to the specified subscription(s). If multiple subscriptions are specified, separate them with commas. For example: 'Subscription1,Subscription2'.
IncludeDetailAggregate	If True, aggregate columns are displayed in query results.
IncludeGLEntries	If True, when updating the GLBatch table with new GLEntry items, the provider includes existing GLEntry items associated with the record being updated. If False, the provider does not include the existing items, and they are deleted from the table.
IncludeRelatedAttributes	The scope of related attributes retrieved by the provider. Use this only when the 'UseLegacy' connection property is set to False.
LocationsId	The Location ID of the shared child company that you want to access. When this property is set, data returned by the provider is limited to the data organized under this Location. To find Location Ids, click the dropdown menu next to the Home button (house icon), then navigate to Reports > Dimensions > Locations (click the text, not the +).
MaxRows	Specifies the maximum rows returned for queries without aggregation or GROUP BY.
MinimumColumnSize	The minimum column size returned by the provider. All column sizes reported by the provider are equal or greater to this value. When set to the default value (-1), the provider reports the exact column sizes it receives from Sage Intacct.
Other	Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
Pagesize	The maximum number of records per page the provider returns when requesting data from Sage Intacct:.
PseudoColumns	Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
ReadByName	If True, the provider uses the ReadByName clause in its XML request to the Sage Intacct API. This allows the provider to query API endpoints that require this clause. Use this only when the UseLegacy connection property is set to True. It is rare for tables or views to require setting this property.
ReturnFormatAsXML	If set to True, the Sage Intacct API returns requested data in XML format. If False, the Sage Intacct API returns data in JSON format.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViews	Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

UseLegacy

When set to True, the provider uses the old API implementation. When set to False, the provider uses the new API implementation. The new API supports server-side filtering, ORDER BY clauses, as well as offset and aggregate functions including COUNT, AVG, MIN, MAX and SUM.

Remarks

When set to True, the Sync App uses the old API implementation. When set to False, the Sync App uses the new API implementation. The new API supports server-side filtering, ORDER BY clauses, as well as offset and aggregate functions including COUNT, AVG, MIN, MAX and SUM.

ClientID

A company ID of a child company that you want to connect to. When a value is set for this property, data returned by the provider is limited to the data organized under this company.

Remarks

You can either set this property or the LocationsId property. If both are set, the Sync App throws an error when you attempt a connection.

DocParId

The name of a transaction type, exactly as it appears in the Applications dropdown under (your desired application) > 'All' tab > 'Transactions'. The provider returns custom fields associated with the specified transaction type. For example: 'Sales Invoice'.

Remarks

This connection property's value is empty by default, which means that the Sync App doesn't include any custom fields related to transaction types.

EnableSubscriptions

A list of one or more subscriptions enabled in your Sage Intacct account. The provider exposes any tables exclusive to the specified subscription(s). If multiple subscriptions are specified, separate them with commas. For example: 'Subscription1,Subscription2'.

Remarks

Currently, the only supported value for this property is "CONSTRUCTION".

IncludeDetailAggregate

If True, aggregate columns are displayed in query results.

Remarks

If this is set to True, aggregate columns containing child entity information are displayed on the parent entity.

IncludeGLEntries

If True, when updating the GLBatch table with new GLEntry items, the provider includes existing GLEntry items associated with the record being updated. If False, the provider does not include the existing items, and they are deleted from the table.

Remarks

If True, when updating the GLBatch table with new GLEntry items, the Sync App includes existing GLEntry items associated with the record being updated. If False, the Sync App does not include the existing items, and they are deleted from the table.

IncludeRelatedAttributes

The scope of related attributes retrieved by the provider. Use this only when the 'UseLegacy' connection property is set to False.

Remarks

The available values are:

None: the Sync App only shows attributes from the queried table
PrimaryKeys: the Sync App shows attributes from the queried table and primary keys of related objects
All: the Sync App shows the attributes from the queried table and the attributes of all objects related to the queried table

LocationsId

The Location ID of the shared child company that you want to access. When this property is set, data returned by the provider is limited to the data organized under this Location. To find Location Ids, click the dropdown menu next to the Home button (house icon), then navigate to Reports > Dimensions > Locations (click the text, not the +).

Remarks

You can either set this property or the ClientID property. If both are set, the Sync App throws an error when you attempt a connection.

MaxRows

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Remarks

This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

MinimumColumnSize

The minimum column size returned by the provider. All column sizes reported by the provider are equal or greater to this value. When set to the default value (-1), the provider reports the exact column sizes it receives from Sage Intacct.

Remarks

This connection property does not apply if Sage Intacct returns no valid field size information, and only applies to columns with the string data type.

It isn't necessary to set this property in most cases.

Other

Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.

Remarks

This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the support team to address specific scenarios or issues.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting


DefaultColumnSize	Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT	Determines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filename	Records the underlying socket data transfer to the specified file.

Pagesize

The maximum number of records per page the provider returns when requesting data from Sage Intacct:.

Remarks

When processing a query, instead of requesting all of the queried data at once from the Sage Intacct API, the Sync App can request the queried data in pieces called pages.

This property determines the maximum number of results that the Sync App requests per page. Note that setting large page sizes may improve overall query execution time, but doing so causes the Sync App to use more memory when executing queries and risks triggering a timeout.

When UseLegacy is set to True, the default pagesize is set to 1000. When UseLegacy is set to False, the default pagesize is set to 2000.

PseudoColumns

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"

To include all pseudocolumns for all tables use: "*=*"

ReadByName

If True, the provider uses the ReadByName clause in its XML request to the Sage Intacct API. This allows the provider to query API endpoints that require this clause. Use this only when the UseLegacy connection property is set to True. It is rare for tables or views to require setting this property.

Remarks

When this property is enabled, the Sync App only supports the following query filters:

The table or view's primary key
= operator
IN clause

If no criteria is specified, a ReadByQuery clause is used instead in the XML request.

ReturnFormatAsXML

If set to True, the Sage Intacct API returns requested data in XML format. If False, the Sage Intacct API returns data in JSON format.

Remarks

The XML return format has worse performance than the JSON return format, but has support for concurrent requests to the same API object.

The JSON return format offers superior performance, but typically does not support concurrent requests to the same API object.

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Remarks

This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App cancels the operation and throws an exception.

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

UserDefinedViews

Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Remarks

This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view. For example:

{
	"MyView": {
		"query": "SELECT * FROM Customer WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.

Refer to User Defined Views for more information.

Sage Intacct Connector for CData Sync

Sage Intacct Connector for CData Sync

Overview

Sage Intacct Version Support

Before You Connect