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. |