EstimateLineItems
Create, update, delete, and query Reckon Estimate Line Items.
Table Specific Information
Estimates may be inserted, queried, or updated via the Estimates or EstimateLineItems tables. Estimates may be deleted by using the Estimates table.
This table has a Custom Fields column. See the カスタムフィールド 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 Estimates are Id, ReferenceNumber, Date, TimeModified, CustomerName, and CustomerId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:
SELECT * FROM EstimateLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'
Insert
To add an Estimate, specify a Customer and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new Estimate transaction. For example, the following will insert a new Estimate with two Line Items:
INSERT INTO EstimateLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Repairs', 1) INSERT INTO EstimateLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Removal', 2) INSERT INTO EstimateLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM EstimateLineItems#TEMP
Columns
Name | Type | ReadOnly | References | Description |
ID [KEY] | String | True |
The unique identifier in the format EstimateId|ItemLineId. | |
EstimateId | String | False |
Estimates.ID |
The unique identifier of the estimate. |
ReferenceNumber | String | False |
Transaction reference number. | |
TxnNumber | Integer | True |
The transaction number. An identifying number for the transaction, different from the Reckon-generated Id. | |
CustomerName | String | False |
Customers.FullName |
Customer name this transaction is recorded under. This is required to have a value when inserting. |
CustomerId | String | False |
Customers.ID |
Customer Id this transaction is recorded under. This is required to have a value when inserting. |
Date | Date | False |
Transaction date. | |
Memo | String | False |
Memo regarding this transaction. | |
TotalAmount | Double | True |
Total amount for this transaction. | |
ItemLineID | String | True |
The line item identifier. | |
ItemName | String | False |
Items.FullName |
The item name. |
ItemId | String | False |
Items.ID |
The item identifier. |
ItemGroup | String | False |
Items.FullName |
Item group name. Reference to a group of line items this item is part of. |
ItemGroupId | String | False |
Items.ID |
Item group Id. Reference to a group of line items this item is part of. |
ItemDescription | String | False |
A description of the item. | |
ItemQuantity | Double | False |
The quantity of the item or item group specified in this line. | |
ItemRate | Double | False |
The unit rate charged for this item. | |
ItemRatePercent | Double | False |
The rate percent charged for this item. | |
ItemTaxCode | String | False |
SalesTaxCodes.Name |
Sales tax information for this item (taxable or nontaxable). |
ItemTaxCodeId | String | False |
Sales tax Id for this tax item. | |
ItemAmount | Double | False |
Total amount for this item. | |
ItemClass | String | False |
Class.FullName |
The class name of the item. |
ItemClassId | String | False |
Class.ID |
The class name of the item. |
ItemMarkupRate | Double | False |
Item markup rate, to be applied over the base purchase cost. | |
ItemMarkupRatePercent | Double | False |
Item markup rate percent, to be applied over the base purchase cost. | |
ItemOther1 | String | False |
The Other1 field of this line item. | |
ItemOther2 | String | False |
The Other2 field of this line item. | |
ItemCustomFields | String | False |
The custom fields for this line item. | |
ItemIsGetPrintItemsInGroup | Boolean | False |
If true, a list of this group's individual items their amounts will appear on printed forms. | |
Message | String | False |
CustomerMessages.Name |
Message to the customer. |
MessageId | String | False |
Message to the customer. | |
Class | String | False |
Class.FullName |
A reference to the class of the transaction. |
ClassId | String | False |
Class.ID |
A reference to the class of the transaction. |
SalesRep | String | False |
SalesReps.Initial |
Reference to (initials of) the sales rep. |
SalesRepId | String | False |
SalesReps.ID |
Reference to (initials of) the sales rep. |
FOB | String | False |
Freight on board: The place to ship from. | |
BillingAddress | String | True |
Full billing address returned by Reckon. | |
BillingLine1 | String | False |
First line of the billing address. | |
BillingLine2 | String | False |
Second line of the billing address. | |
BillingLine3 | String | False |
Third line of the billing address. | |
BillingLine4 | String | False |
Fourth line of the billing address. | |
BillingLine5 | String | False |
Fifth line of the billing address. | |
BillingCity | String | False |
City name for the billing address. | |
BillingState | String | False |
State name for the billing address. | |
BillingPostalCode | String | False |
Postal code for the billing address. | |
BillingCountry | String | False |
Country for the billing address. | |
BillingNote | String | False |
Note for the billing address. | |
ShippingAddress | String | True |
Full shipping address returned by Reckon. Requires QBBXML Version 7.0 or higher. | |
ShippingLine1 | String | False |
First line of the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingLine2 | String | False |
Second line of the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingLine3 | String | False |
Third line of the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingLine4 | String | False |
Fourth line of the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingLine5 | String | False |
Fifth line of the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingCity | String | False |
City name for the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingState | String | False |
State name for the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingPostalCode | String | False |
Postal code for the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingCountry | String | False |
Country for the shipping address. Requires QBBXML Version 7.0 or higher. | |
ShippingNote | String | False |
Note for the shipping address. Requires QBBXML Version 7.0 or higher. | |
Subtotal | Double | True |
Gross subtotal. This does not include tax/amount already paid. | |
Tax | Double | True |
Total sales tax applied to this transaction. | |
TaxItem | String | False |
SalesTaxItems.Name |
A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency. |
TaxItemId | String | False |
A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency. | |
TaxPercent | Double | True |
Percentage charged for sales tax. | |
IsActive | Boolean | False |
Whether or not the estimate is active. | |
IsToBeEmailed | Boolean | False |
Whether or not this email is to be emailed. | |
IsTaxIncluded | Boolean | False |
Determines if tax is included in the transaction amount. | |
PONumber | String | False |
The purchase order number. | |
Terms | String | False |
A reference to terms of payment, predefined within Reckon. | |
TermsId | String | False |
A reference to terms of payment, predefined within Reckon. | |
Template | String | False |
Templates.Name |
The name of an existing template to apply to the transaction. |
TemplateId | String | False |
Templates.ID |
The Id of an existing template to apply to the transaction. |
CustomerSalesTaxName | String | False |
SalesTaxCodes.Name |
Reference to sales tax information for the customer. |
CustomerSalesTaxId | String | False |
Reference to sales tax information for the customer. | |
DueDate | Date | True |
Date when credit is due. | |
CustomFields | String | False |
Custom fields returned from Reckon and formatted into XML. | |
EditSequence | String | True |
An identifier used for versioning for this copy of the object. | |
TimeModified | Datetime | True |
When the credit memo was last modified. | |
TimeCreated | Datetime | True |
When the credit memo was created. |
Pseudo-Columns
SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。
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. |
ItemPriceLevel | String |
Item price level name. Reckon will not return the price level. |
ItemOverrideAccount | String |
The Account Name used to override the default Account for the Item. This is only available during inserts and updates. |
ItemOverrideAccountId | String |
The Account Id used to override the default Account for the Item. This is only available during inserts and updates. |