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 Python Connector for Sage Intacct processes Items tags internally when it builds and passes the XML aggregate to the service.
Updating Custom Field Header Items
Use the Customfields pseudocolumn to update custom field values for header-level records in document tables. Specify custom fields as comma-separated key:value pairs, where the key is the custom field name.UPDATE SODocument SET customfields='MyCustomField1:NewValue1,MyCustomField2:NewValue2' WHERE Recordno=1234
To read custom field values, query the child table associated with the document type. For example, to read custom fields for SODocument records, query the SODocumentOrderEntry table.
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 |