Tableau Connector for MYOB

Build 24.0.9060

SaleQuotes

Return all sale quote types for an AccountRight company file.

Table Specific Information

Select

MYOB allows a subset of columns to be used in the WHERE clause of a SELECT query. These columns may be used with the following operators: =, !=, >, <, >=, <=. In addition, queries with multiple criteria can be executed by combining the criteria with AND and OR operators. These columns support the above comparison types for server side filtering: ID, BalanceDueAmount, Date, IsTaxInclusive, JournalMemo, Number, ReferralSource, Subtotal, TotalAmount, TotalTax, CustomerPurchaseOrderNumber, CustomerID, CustomerDisplayID, CustomerName, Freight, FreightTaxCodeID, FreightTaxCodeCode, CategoryID, CategoryDisplayID, CategoryName, SalespersonID, SalespersonDisplayID, SalespersonName, TermsDiscount, TermsDiscountDate, TermsDiscountExpiryDate, TermsDiscountForEarlyPayment, TermsDueDate, TermsFinanceCharge, TermsMonthlyChargeForLatePayment, TermsPaymentIsDue, TermsBalanceDueDate. All the other columns and operators are processed client side. QuoteType supports only equality comparison. 

SELECT * FROM SaleQuotes WHERE ID = "7cabea25-6250-4df5-bb37-77eb2d38f803"
SELECT * FROM SaleQuotes WHERE BalanceDueAmount = 13
SELECT * FROM SaleQuotes WHERE QuoteType = "Service"

Update

To update an existing bill, along with its Lines, either pass a JSON string to the Lines value or use a temporary table like below. Note: this will replace all the current Lines with the ones below. 

INSERT INTO SaleQuoteItems#TEMP (Total, AccountID, TaxCodeID) VALUES (444.21, "44a7b2bc-0a0e-4381-86fc-9b2c7a479f8f", "bd0f9821-4437-4ec2-9c95-c1bdbdd26c7b")
UPDATE PurchaseBills SET QuoteType = "Service", Lines = "SaleQuoteItems#TEMP" WHERE ID = "f979f0e7-1cd8-4fb9-b2c2-9d4546440cf7"

Insert

The following attribute is required when performing an insert: QuoteType, CustomerID. 

INSERT INTO SaleQuotes (QuoteType, CustomerID) VALUES ("item", "4635fd9e-82a7-4612-ae15-32c464ef7c48")

Columns

Name Type ReadOnly References Description
ID [KEY] Uuid True

Unique identifier in the form of a guid.

BalanceDueAmount Decimal True

Amount still payable on the sales quote.

Date Datetime True

The date of the entry.

IsTaxInclusive Boolean False

True indicates the transaction is set to tax inclusive. False indicates the transaction is not tax inclusive.

JournalMemo String False

Journal memo text describing the sale.

Number String False

Sales Quote number.

QuoteType String False

Type of the quote. One of: Item,Service,Professional,TimeBilling,Miscellaneous.

ReferralSource String False

Referral Source selected on the sale quote.

RowVersion String True

Number value that changes upon a record update, can be used for change control but does does not preserve a date or a time.

Subtotal Decimal True

If IsTaxInclusive = false then sum of all tax exclusive line amounts. If IsTaxInclusive = true then sum of all tax inclusive line amounts.

TotalAmount Decimal True

Total amount of the sale quote.

TotalTax Decimal True

Total of all tax amounts applicable to the sale quote.

URI String True

Uniform resource identifier encompasses all types of names and addresses that refer to objects on the web.

CustomerPurchaseOrderNumber String False

Customer PO number.

CustomerID Uuid False

Contacts.ID

Unique guid identifier belonging to the assigned customer contact.

CustomerDisplayID String True

Customer contact Card ID, can also be used as a unique customer contact identifier.

CustomerName String True

Name of the customer contact.

CustomerURI String True

Uniform resource identifier associated with the customer contact object.

Freight Decimal False

Tax inclusive freight amount applicable to the sale quote.

FreightTaxCodeID Uuid True

TaxCodes.ID

Unique guid identifier belonging to the assigned tax code.

FreightTaxCodeCode String True

3 digit tax code.

FreightTaxCodeURI String True

Uniform resource identifier associated with the tax code object.

CategoryID Uuid False

Unique category identifier in the form of a guid.

CategoryDisplayID String True

Display id for the category.

CategoryName String True

Name of the category.

CategoryURI String True

Uniform resource identifier associated with the category object.

SalespersonID Uuid False

Contacts.ID

Unique identifier in the form of a guid.

SalespersonDisplayID String True

Employee contact Card ID.

SalespersonName String True

Selected employee contact name.

SalespersonURI String True

Uniform resource identifier associated with the employee.

TermsDiscount Decimal True

Discount amount that will apply if payment is made in full by the discount date.

TermsDiscountDate Integer False

If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer must pay to receive discounts. If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to receive discounts.

TermsDiscountExpiryDate Datetime True

Date in which payment must be paid in full in quote to receive discount.

TermsDiscountForEarlyPayment Double False

% discount for early payment.

TermsDueDate Datetime True

Date in which payment is due.

TermsFinanceCharge Decimal True

Late payment fee to be charged if payment is not made in full by the due date.

TermsMonthlyChargeForLatePayment Double False

% monthly charge for late payment.

TermsPaymentIsDue String False

Default Terms of Payment definitions: CashOnDelivery, PrePaid, InAGivenNumberOfDays, OnADayOfTheMonth, NumberOfDaysAfterEOM, DayOfMonthAfterEOM.

TermsBalanceDueDate Integer True

If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer has to pay invoices. If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to pay invoices.

Lines String False

An array of sale line quote information.

Comment String False

Sales Quotes Comment

ShippingMethod String False

Shipping Method

PromisedDate Datetime False

Transaction Promised Date.

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Build 24.0.9060