Tableau Connector for Zoho Books

Build 24.0.9062

CreditNotes

Retrieves list of all the Credit Notes.

Table Specific Information

Select

The connector uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:

  • CreditnoteNumber supports the '=' comparison.
  • CustomerId supports the '=' comparison.
  • CustomerName supports the '=' comparison.
  • Date supports the '=' comparison.
  • ReferenceNumber supports the '=' comparison.
  • Status supports the '=' comparison.
  • Total supports the '=' comparison.
  • CreditNoteFilter supports the '=' comparison.
  • LineItemId supports the '=' comparison.
  • TaxId supports the '=' comparison.
  • ItemId supports the '=' comparison.
  • ItemName supports the '=' comparison.
  • ItemDescription supports the '=' comparison.

The rest of the filter is executed client-side in the connector.

For example:

    SELECT * FROM CreditNotes WHERE CreditnoteNumber = 'CN-00006' AND ReferenceNumber = 'Ref-0075' AND CustomerName = 'AWS Stores'

    SELECT * FROM CreditNotes WHERE CreditNoteFilter = 'Status.All'

Columns

Name Type References SupportedOperators Description
CreditnoteId [KEY] String Id of credit note.
Balance Decimal Total amount of credit note left.
ColorCode String Color code of a credit note.
CreatedTime Datetime Time at which the credit note was created.
CreditnoteNumber String Number of a credit note.
CurrencyCode String Currency code of the customer's currency.
CurrencyId String

Currencies.CurrencyId

Currency Id of the customer's currency.
CurrentSubStatus String Current sub status of a credit note.
CustomerId String

Contacts.ContactId

Id of the customer or vendor.
CustomerName String Name of the customer or vendor.
Date Date Date of a credit note.
HasAttachment Boolean Check if the credit note has attachment.
ReferenceNumber String Reference number of credit note.
Status String Status of the credit note.

使用できる値は次のとおりです。open, closed, void

Total Decimal Total of credit notes.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
CreditNoteFilter String Filter credit notes by status.

使用できる値は次のとおりです。Status.All, Status.Open, Status.Draft, Status.Closed, Status.Void

LineItemId String Id of a line item.
TaxId String Id of a tax.
ItemId String Id of an item.
ItemName String Name of an item.
ItemDescription String Description of an item.

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Build 24.0.9062