Tableau Connector for Zoho Inventory

Build 24.0.9062

RetainerInvoices

Read, Insert, Update and Delete Retainer Invoice.

Table Specific Information

Select

The connector will use the Zoho Inventory API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the connector.

  • Id supports the '=' comparison.

For example, the following queries are processed server side:

SELECT * FROM RetainerInvoices WHERE Id = '3350895000000089001'

Insert

Insert can be executed by specifying the CustomerId and LineItems column. The columns that are not read-only can be inserted optionally. Following is an example of how to insert into this table.

INSERT INTO RetainerInvoices (CustomerId, LineItems) VALUES ('3285934000000079043', '[{\"description\":\"500GB, USB 2.0 interface 1400 rpm, protective hard case.\",\"item_order\":5,\"rate\":120}]')

Update

Update can be executed by specifying the Id, CustomerId and LineItems in the WHERE Clause. The columns that are not read-only can be Updated. For example:

UPDATE RetainerInvoices SET CustomerId = 3285934000000079043, LineItems = '[{\"description\":\"Testupdate7777777.\",\"item_order\":2,\"rate\":120}]' WHERE Id = '3285934000000136008'

Delete

Delete can be executed by specifying the Id in the WHERE Clause For example:

DELETE FROM RetainerInvoices WHERE Id = '3350895000000089001'

Columns

Name Type ReadOnly References Description
Id [KEY] Long True

ID of the retainerinvoice

Balance Double False

The unpaid amount

ClientViewedTime Boolean False

client viewed time for retainer invoice in client portal.

CreatedTime Datetime False

The time of creation of the retainer invoice

CurrencyCode String False

The currency code in which the retainer invoice is created.

CurrencyId Long False

The currency id of the currency

CustomerId Long False

ID of the customer the retainer invoice has to be created.

CustomerName String False

The name of the customer.

Date Date False

The date of creation of the retainer invoice.

Notes String False

The notes added below expressing gratitude or for conveying some information.

Terms String False

The terms added below expressing gratitude or for conveying some information.

TemplateId String False

ID of the pdf template associated with the retainer invoice.

TemplateName String False

Name of template.

TemplateType String False

Type of template.

PlaceOfSupply String False

Place where the goods/services are supplied to.

HasAttachment Boolean False

Boolean to check whether it has attachment or not

IsEmailed Boolean False

Boolean check to if the email was sent

IsViewedByClient Boolean False

Boolean is retainer invoice viewed by client in client portal.

LastModifiedTime Datetime False

The time of last modification of the retainer invoice

LastPaymentDate String False

The last payment date of the retainer invoice

ProjectOrEstimateName String False

Project or estiminated name

ReferenceNumber String False

The reference number of the retainer invoice.

RetainerinvoiceNumber String False

number of the retainer invoice.

Status String False

retainer invoice status.

Total Double False

The total amount to be paid

IgnoreAutoNumberGeneration Boolean False

Ignore auto invoice number generation for this invoice.

LineItems String False

Line items of a retainer invoice.

PaymentOptionsPaymentGateways String False

Payment options for the retainer invoice, online payment gateways and bank accounts. Will be displayed in the pdf.

CustomFields String False

Custom Fields of a retainer invoice.

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
StatusFilter String

Filter retainer invoices by any status or payment expected date.

使用できる値は次のとおりです。Status.All, Status.Sent, Status.Draft, Status.OverDue, Status.Paid, Status.Void, Status.Unpaid, Status.PartiallyPaid, Status.Viewed, Date.PaymentExpectedDate

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Build 24.0.9062