transaction
Stores financial transaction records, linking them to customers, vendors, and accounts.
Columns
| Name | Type | References | Description |
| id [KEY] | Integer | Stores the internal identifier for the transaction, uniquely linking it within the financial system for tracking and reporting. | |
| abbrevtype | String | Specifies the abbreviation type used for categorizing the transaction, simplifying identification. | |
| accountbasednumber | String | Indicates the account-based numbering format applied to the transaction, ensuring consistency in financial records. | |
| actionitem | String | Represents a specific action item linked to the transaction, such as a follow-up task or workflow step. | |
| actualproductionenddate | Date | Records the actual date when production was completed for the transaction-related item or process. | |
| actualproductionstartdate | Date | Indicates the actual start date of production, aiding in tracking manufacturing or service initiation timelines. | |
| actualshipdate | Date | Specifies the actual date when goods were shipped, ensuring accurate fulfillment and delivery tracking. | |
| altsalestotal | Decimal | Stores the alternative sales total, which may reflect adjusted figures for discounts, promotions, or currency conversion. | |
| approvalstatus | Integer | Indicates the approval status of the transaction, tracking whether it is pending, approved, or rejected. | |
| asofdate | Date | Specifies the cut-off date for financial reporting, ensuring transactions are recorded within the correct period. | |
| autocalculatelag | Boolean | Determines whether the system should automatically calculate time lags in processes such as production or fulfillment. | |
| balsegstatus | Integer | Indicates whether the transaction balances across financial segments, ensuring compliance with internal reporting structures. | |
| billingaddress | String | Stores the billing address associated with the transaction, critical for invoicing and taxation purposes. | |
| billingstatus | Boolean | Indicates the current billing status of the transaction. If the value is true, the billing process has been completed. | |
| billofmaterials | Integer | Links the transaction to a specific bill of materials (BOM), tracking the components used in manufacturing. | |
| billofmaterialsrevision | Integer | Identifies the revision of the BOM associated with the transaction, ensuring the correct version is referenced. | |
| buyingreason | Integer | Specifies the reason for the purchase associated with the transaction, aiding in customer behavior analysis and reporting. | |
| buyingtimeframe | Integer | Indicates the expected timeframe within which the purchase decision is made, useful for sales forecasting. | |
| closedate | Date | Records the date when the transaction was officially closed, marking its completion in the system. | |
| committed | Double | Represents the number of buildable items based on current inventory levels, ensuring accurate production planning. | |
| createdby | Integer | Identifies the user or system that created the transaction, ensuring accountability and tracking changes. | |
| createddate | Date | Records the date when the transaction was created, providing a historical reference for audits and reviews. | |
| currency | Integer | Indicates the currency in which the transaction is recorded, ensuring proper financial reconciliation and reporting. | |
| custbody_cseg1 | Integer | Stores custom segment data associated with the transaction, enabling advanced categorization and reporting. | |
| custbody_cseg2 | Integer | Represents another custom segment field for additional categorization, allowing flexible reporting structures. | |
| custbody_cseg3 | Integer | Contains test segment data, typically used for development, QA, or system testing before live deployment. | |
| custbody_cseg4 | Integer | Defines the sub-channel through which the transaction was processed, aiding in sales and marketing analytics. | |
| customform | String | Specifies the custom form template used for entering or displaying the transaction, ensuring consistency in data entry. | |
| daysopen | Double | Indicates the number of days the transaction has remained open, helping track pending financial activities. | |
| daysoverduesearch | Integer | Calculates the number of days a transaction is overdue, useful for credit control and overdue payment management. | |
| duedate | Date | Specifies the due date for the transaction, indicating when payment or fulfillment is expected to be completed. | |
| String | Stores the email address associated with the transaction, used for sending invoices, confirmations, or customer communications. | ||
| employee | Integer | Identifies the sales representative or employee linked to the transaction, ensuring accountability and tracking performance. | |
| enddate | Date | Records the end date of the transaction cycle, marking the completion of the financial or business process. | |
| entity | Integer | Represents the entity associated with the transaction, such as a customer, vendor, or partner, ensuring accurate financial attribution. | |
| entitystatus | Integer | Indicates the status of the entity involved in the transaction, such as active, pending, or closed, aiding in lifecycle management. | |
| estgrossprofit | Decimal | Stores the estimated gross profit for the transaction, helping in financial forecasting and profitability analysis. | |
| estgrossprofitpercent | Double | Represents the estimated gross profit percentage, calculated based on revenue and cost projections. | |
| estimatedbudget | Decimal | Specifies the estimated budget allocated for the transaction, ensuring proper financial planning and cost control. | |
| exchangerate | String | Records the exchange rate applied to the transaction, facilitating accurate conversion between different currencies. | |
| expectedclosedate | Date | Indicates the projected date for the transaction to be completed or closed, useful for pipeline and revenue tracking. | |
| externalid | String | Stores an external identifier for the transaction, enabling integration with third-party systems and cross-platform tracking. | |
| fax | String | Stores the fax number associated with the transaction, often used in traditional document exchanges or confirmations. | |
| firmed | Boolean | Indicates whether the transaction has been firmed, meaning it is finalized and locked from further changes. | |
| forecasttype | Integer | Defines the type of forecast associated with the transaction, helping in sales predictions and business planning. | |
| foreignamountpaid | Decimal | Stores the total amount paid in the transaction’s original currency, ensuring accurate financial reconciliation. | |
| foreignamountunpaid | Decimal | Indicates the unpaid portion of the transaction in its original currency, aiding in outstanding balance management. | |
| foreignpaymentamountunused | Decimal | Represents the portion of a payment that remains unused, calculated in the original transaction currency. | |
| foreignpaymentamountused | Decimal | Tracks the portion of the payment that has been applied to the transaction, recorded in the foreign currency. | |
| foreigntotal | Decimal | Stores the total transaction amount in the foreign currency, ensuring accurate reporting in international transactions. | |
| fulfillmenttype | Integer | Specifies the fulfillment type of the transaction, such as standard, backorder, or drop shipment, guiding order processing. | |
| incoterm | Integer | Defines the Incoterms (International Commercial Terms) used in the transaction, specifying buyer and seller obligations in shipping. | |
| isactualprodenddateenteredmanually | Boolean | Indicates whether the actual production end date was manually entered. If the value is true, it was not system-generated. | |
| isactualprodstartdateenteredmanually | Boolean | Indicates whether the actual production start date was manually entered. If the value is true, it was user-defined. | |
| isbookspecific | Boolean | Specifies whether the transaction applies to a specific financial book, ensuring correct ledger alignment in multi-book accounting. | |
| isbudgetapproved | Boolean | Indicates whether the transaction’s budget has been approved. If the value is true, spending is authorized. | |
| isfinchrg | Boolean | Specifies whether the transaction is subject to finance charges, used in overdue payment calculations. | |
| isreversal | Boolean | Indicates whether the transaction is a reversal entry. If the value is true, it negates a previous financial entry. | |
| iswip | Boolean | Determines whether the transaction is part of work-in-progress (WIP) tracking, helping in production cost monitoring. | |
| journaltype | String | Specifies the type of journal entry associated with the transaction, such as general, adjustment, or closing entry. | |
| lastmodifiedby | Integer | Identifies the user who last modified the transaction, ensuring accountability and tracking updates. | |
| lastmodifieddate | Datetime | Records the date and time when the transaction was last updated, useful for audit trails and version control. | |
| leadsource | Integer | Specifies the lead source associated with the transaction, helping track the origin of sales opportunities. | |
| linkedpo | String | Indicates the purchase order (PO) linked to the transaction, ensuring accurate procurement tracking. | |
| manufacturingrouting | Integer | Identifies the manufacturing routing used for production, tracking the process workflow for the transaction. | |
| memdoc | Integer | Represents a memorized transaction template, allowing repetitive transactions to be automatically processed. | |
| memo | String | Stores additional notes or details related to the transaction, useful for internal documentation and context. | |
| message | String | Contains messages or comments associated with the transaction, typically used for customer or vendor communication. | |
| nextapprover | Integer | Identifies the next approver in the workflow, ensuring proper authorization before transaction completion. | |
| nextbilldate | Date | Specifies the next billing date for recurring transactions, helping in payment scheduling and automation. | |
| nexus | Integer | Defines the tax jurisdiction (nexus) relevant to the transaction, ensuring proper tax calculation and compliance. | |
| number | Double | Stores the document number assigned to the transaction, ensuring unique identification for financial records. | |
| opportunity | Integer | Links the transaction to a sales opportunity, tracking potential revenue and sales pipeline progression. | |
| ordpicked | Boolean | Indicates whether the order has been picked from inventory. If the value is true, the order is in the fulfillment process. | |
| ordreceived | Boolean | Specifies whether the order has been received. If the value is true, the goods have been confirmed as delivered. | |
| otherrefnum | String | Stores a reference number such as a PO or check number, allowing cross-referencing with external systems. | |
| partner | Integer | Identifies the partner associated with the transaction, ensuring proper attribution for partner programs or commissions. | |
| paymenthold | Boolean | Indicates whether payment is on hold. If the value is true, the payment is temporarily restricted from processing. | |
| paymentmethod | Integer | Defines the payment method used for the transaction, such as credit card, wire transfer, or check. | |
| paymentoption | Integer | Specifies the payment option chosen for the transaction, allowing flexibility in payment processing. | |
| posting | Boolean | Indicates whether the transaction is posted to the general ledger. If the value is true, it has been recorded in the books. | |
| postingperiod | Integer | Defines the financial period in which the transaction is posted, ensuring accurate reporting and accounting compliance. | |
| printedpickingticket | Boolean | Specifies whether a picking ticket has been printed for the order, aiding in warehouse operations. | |
| probability | Double | Stores the probability percentage of the transaction closing successfully, used for sales forecasting and risk assessment. | |
| projectedtotal | Decimal | Indicates the projected total value of the transaction, considering estimates and adjustments. | |
| rangehigh | Decimal | Specifies the upper limit of an estimated range, used in budget or forecast calculations. | |
| rangelow | Decimal | Defines the lower limit of an estimated range, ensuring a realistic financial estimate for projections. | |
| recordtype | String | Indicates the type of record associated with the transaction, such as invoice, quote, or order. | |
| reversal | Integer | Identifies the document associated with the reversal of a transaction, ensuring correct financial adjustments. | |
| reversaldate | Date | Records the date on which a transaction reversal occurred, ensuring accurate financial tracking. | |
| salesreadiness | Integer | Indicates the sales readiness level of the transaction, helping sales teams prioritize leads and opportunities. | |
| schedulingmethod | String | Specifies the scheduling method used for the transaction, such as fixed, manual, or dynamic scheduling. | |
| shipcomplete | Boolean | Indicates whether the order should be shipped only when all items are available. If the value is true, partial shipments are not allowed. | |
| shipdate | Date | Specifies the planned or actual shipping date for the transaction, ensuring accurate order fulfillment tracking. | |
| shippingaddress | String | Stores the shipping address for the transaction, ensuring proper delivery and logistics coordination. | |
| source | String | Indicates the source of the transaction, such as online, in-store, or through a partner channel, aiding in sales analytics. | |
| sourcetransaction | Integer | Links the transaction to its originating transaction, ensuring clear audit trails and order dependencies. | |
| startdate | Date | Specifies the start date for the transaction, marking the beginning of the financial or business process. | |
| status | String | Represents the current status of the transaction, such as pending, approved, completed, or canceled. | |
| terms | Integer | Defines the payment terms associated with the transaction, specifying due dates and conditions for settlement. | |
| title | String | Stores the title or label associated with the transaction, providing a quick reference for users. | |
| tosubsidiary | Integer | Identifies the subsidiary to which the transaction is related, ensuring proper financial reporting in multi-entity businesses. | |
| totalcostestimate | Decimal | Represents the estimated total cost of the transaction, used for financial planning and cost tracking. | |
| trandate | Date | Records the date on which the transaction occurred, ensuring chronological order in financial records. | |
| trandisplayname | String | Displays the formatted name of the transaction, used for easy identification in reports and searches. | |
| tranid | String | Stores the unique document number or ID assigned to the transaction, ensuring easy reference and retrieval. | |
| transactionnumber | String | Represents the system-generated transaction number, used for tracking and reconciliation. | |
| transferlocation | Integer | Specifies the destination location for a transfer transaction, ensuring correct inventory movement tracking. | |
| type | String | Defines the type of transaction, such as sales order, invoice, payment, or transfer, ensuring proper classification. | |
| typebaseddocumentnumber | String | Stores a document number based on the transaction type, ensuring consistency across different financial records. | |
| useitemcostastransfercost | Boolean | Indicates whether the item’s cost should be used as the transfer cost. If the value is true, item-level costing applies. | |
| userevenuearrangement | Boolean | Specifies whether the transaction generates a revenue arrangement, ensuring compliance with revenue recognition policies. | |
| visibletocustomer | Boolean | Indicates whether the transaction details are visible in the customer center. If the value is true, customers can view related records. | |
| void | Boolean | Specifies whether the transaction has been voided. If the value is true, the transaction is canceled but remains in records for audit purposes. | |
| voided | Boolean | Indicates whether the transaction has been marked as void, ensuring accurate financial reporting. | |
| website | Integer | Identifies the website associated with the transaction, tracking sales channels and e-commerce activity. | |
| weightedtotal | Decimal | Calculates the weighted total value of the transaction, considering factors such as probability and estimated revenue. | |
| winlossreason | Integer | Stores the reason why a transaction was won or lost, helping sales teams analyze performance and improve strategies. |