Items
Create, update, delete, and query Reckon Items.
Table Specific Information
This table has a Custom Fields column. See the Custom Fields page for more information.
Select
By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.
Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for Items are Id, TimeModified, FullName, Type, and IsActive. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. FullName may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:
SELECT * FROM Items WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND FullName LIKE '%12345%'
Insert
When inserting the Item, specify the Type and Name fields. Depending on the Type, other columns may also be required in the insertion. See the list below to see which columns are required for special cases:
- FixedAsset: Requires Name, Type, AcquiredAs, PurchaseDesc, and PurchaseDate.
- SalesTaxGroup: Requires Name, Type, and at least one SalesTax Line Item. SalesTaxGroups must be inserted via the ItemLineItems table.
Columns
Name | Type | ReadOnly | References | Description |
ID [KEY] | String | True |
The unique identifier. | |
Name | String | False |
The name of the item. | |
FullName | String | True |
Full item name in the format parentname:name if the item is a subitem. | |
Type | String | False |
The type of item. This is required to have a value when inserting. The allowed values are Unknown, Service, Inventory, NonInventory, Payment, Discount, SalesTax, SubTotal, OtherCharge, InventoryAssembly, Group, SalesTaxGroup, FixedAsset. The default value is ALL. | |
Account | String | False |
Accounts.FullName |
Account name the item is associated with. |
AccountId | String | False |
Accounts.ID |
Account Id the item is associated with. |
COGSAccount | String | False |
Accounts.FullName |
Cost of Goods Sold account for the item. |
COGSAccountId | String | False |
Accounts.ID |
Cost of Goods Sold account for the item. |
AssetAccount | String | False |
Accounts.FullName |
Inventory asset account for the item if it is an inventory item. |
AssetAccountId | String | False |
Accounts.ID |
Inventory asset account for the item if it is an inventory item. |
DateSold | Datetime | False |
Indicates the date an asset was sold. This is required for fixed asset items. It is not used for any other types of items. | |
PurchaseDate | Date | False |
Indicates date asset was purchased. This field is required for the fixed-asset item type. It is not used by any other item type. | |
ItemCount | Integer | False |
The number of line items associated with the inventory assembly. | |
ParentName | String | False |
Items.FullName |
The parent name of the item if the item is a subitem. |
ParentId | String | False |
Items.ID |
The parent Id of the item if the item is a subitem. |
Description | String | False |
A description of the item. | |
Price | Double | False |
The price for the item. | |
PricePercent | Double | False |
A price percent for this item (you might use a price percent if, for example, you are a service shop that calculates labor costs as a percentage of parts costs). If you set PricePercent, Price will be set to zero. Not used for payment, sales tax, or subtotal items. | |
AverageCost | Double | True |
The average cost of the item. | |
IsActive | Boolean | False |
Whether the item is active or not. | |
PurchaseCost | Double | False |
Purchase cost for the item. | |
PurchaseDescription | String | False |
Purchase description for the item. | |
ExpenseAccount | String | False |
Accounts.FullName |
Expense account for the item. |
ExpenseAccountId | String | False |
Accounts.ID |
Expense account for the item. |
PreferredVendor | String | False |
Vendors.Name |
Preferred vendor for the item. |
PreferredVendorId | String | False |
Vendors.ID |
Preferred vendor for the item. |
QuantityOnHand | Double | True |
Quantity in stock for this inventory item. | |
QuantityOnOrder | Double | True |
The number of these items that have been ordered from vendors, but not received. | |
QuantityOnSalesOrder | Double | True |
The number of these items that have been ordered by customers, but not delivered. | |
InventoryDate | Date | False |
The date when the item was converted into an inventory item. | |
ReorderPoint | Double | False |
Quantity at which the user will be reminded to reorder this inventory item. | |
Barcode | String | False |
Barcode for the item. | |
TaxCode | String | False |
SalesTaxCodes.Name |
Reference to a sales tax code predefined within Reckon. |
TaxCodeId | String | False |
Reference to a sales tax code predefined within Reckon. | |
IsTaxIncluded | Boolean | False |
Determines if tax is included in the transaction amount. | |
PurchaseTaxCode | String | False |
SalesTaxCodes.Name |
Reference to a purchase tax code predefined within Reckon. Only available in international versions of Reckon. |
PurchaseTaxCodeId | String | False |
This is a reference to a purchase tax code predefined within Reckon. Available in only international versions of Reckon. | |
PaymentMethodName | String | False |
PaymentMethods.Name |
The method of payment: check, credit card, etc. |
PaymentMethodId | String | False |
The method of payment: check, credit card, etc. | |
TaxRate | Double | False |
The percentage rate of tax. | |
TaxVendorName | String | False |
SalesTaxItems.Name |
The VENDOR or tax agency to whom taxes are due. |
TaxVendorId | String | False |
The VENDOR or tax agency to whom taxes are due. | |
SpecialItemType | String | False |
The type of the item when the value of item type is Unknown. Calling Add on such an item will result in an error, however Get or GetByName can get any item without causing an error. The allowed values are FinanceCharge, ReimbursableExpenseGroup, ReimbursableExpenseSubtotal. | |
VendorOrPayeeName | String | False |
Name of the vendor from whom this asset was purchased. | |
IsPrintItemsInGroup | Boolean | False |
If true, a list of this group's individual items their amounts will appear on printed forms. | |
SalesExpense | String | False |
Any expenses that were incurred during the sale of a fixed asset. This is applicable only if the asset has been sold. | |
AssetAcquiredAs | String | False |
Indicates whether this item was new or used when the business acquired it. If AssetAcquiredAs is left blank, it will not be sent in the request. The allowed values are New, Old. | |
AssetDescription | String | False |
Description of the asset. | |
AssetLocation | String | False |
Where the asset is located or has been placed into service. | |
AssetPONumber | String | False |
The purchase order number associated with this asset. | |
AssetSerialNumber | String | False |
The serial number of the asset. | |
AssetWarrantyExpires | Date | False |
The date when the warranty for this asset expires. | |
AssetNotes | String | False |
Additional information about the asset. | |
AssetNumber | String | False |
The number used by the Reckon Fixed Asset Manager to identify this asset. | |
AssetCostBasis | Double | False |
The total cost of the fixed asset. This can include the cost of improvements or repairs. This amount is used to figure depreciation. | |
AssetDepreciation | Double | False |
The amount the fixed asset has lost in value since it was purchased, as of the end of the year. | |
AssetBookValue | Double | False |
A reasonable estimate of the sales value of the fixed asset, as of the end of the year. | |
Sublevel | Integer | True |
The number of ancestors this item has. | |
CustomFields | String | False |
Custom fields returned from Reckon and formatted into XML. | |
EditSequence | String | True |
An identifier for this copy of the object. | |
TimeModified | Datetime | True |
When the item was last modified. | |
TimeCreated | Datetime | True |
When the item was created. |
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 |
StartTxnDate | String |
This pseudo column is deprecated and should no longer be used. Earliest transaction date to search for. |
EndTxnDate | String |
This pseudo column is deprecated and should no longer be used. Latest transaction date to search for. |
StartModifiedDate | String |
This pseudo column is deprecated and should no longer be used. Earliest modified date to search for. |
EndModifiedDate | String |
This pseudo column is deprecated and should no longer be used. Latest modified date to search for. |
ActiveStatus | String |
This pseudo column is deprecated and should no longer be used. Limits the search to active or inactive records only or all records. The allowed values are ALL, ACTIVE, INACTIVE, NA. The default value is ALL. |