Data Pipelines

Overview

This page lists some of the Data Pipelines that are available for transactions. These pipelines can be used to create custom Reports or Templates.

Transaction Totals

• TOTALUNIT - Total/Unit, after adjustment, in the selected Currency.

• TOTALCURRENCY - Total of the Transaction in the selected Currency.

• TOTAL - Total excluding VAT in the local Currency.

• VATAMT - VAT Amount.

• TOTALVAT - Total including VAT in the local Currency.

• TOTALWHT - Total Withholding Tax.

• TOTALDUE - Total Due in the selected Currency (Total less WHT).

Output - Data Pipelines

• Trans_All - Displays all the transaction headers.

• Trans_Rec - Displays the currently selected transaction header.

• Trans_Company - Displays the Customer/Supplier fields linked to the Transaction.

• Trans_Contact - Displays the Contact fields linked to the Transaction.

• Trans_Rep - Displays the Rep contact fields linked to the Transaction.

• Trans_AssignTo - Displays the Assign To contact linked to the Transaction.

• Trans_BusEntity - Displays fields from the Entity linked to the Transaction.

• Trans_Entity - Displays fields from the Item linked to the Transaction Header.

• Trans_Entity_UDF - User fields linked to the Item linked to the Transaction Header.

• Trans_Timekeeping - Timekeeping records linked to a Transaction.

• Trans_Flow_Timekeeping - Timekeeping records linked to the Transaction flow.

• Trans_Com_UDF - User fields linked to Customer/Supplier, which is linked to the Transaction.

• Trans_CAA - Customer Age Analysis.

• Trans_Images - Images linked to the Transaction.

• Trans_UDF - User fields linked to the Transaction.

• Trans_Finance - Loan Finance fields linked to the Transaction.

• Trans_Payments - Payment Schedule linked to the Transaction.

• Trans_Inventory - Displays the Inventory Items View which you can see in the Transaction Edit form.

• Items_All - Displays all the Items linked to the Transaction.

• Items_Rec - Displays the currently selected item.

• Items_Note - Linked to Transaction Item - The Specification and Instruction from the Linked Item.

• Items_StockItems - The items that are linked to a Stock Location (Transaction needs to be in an inventory status).

• Items_Images - Linked to Transaction - All the Images from the linked Item, where the transaction Item is set to display an image.

• Items_Costs - All the Estimate Costs linked to the Transaction. Ordered by Transaction Item, Estimate Component Order, Cost Type, and Estimate Order.

• Items_SerialNo - Links to Transaction Items - All the Serial Numbers linked to the Transaction Item.

• Items_Est_Desc - Links to the transaction item - Displays all the Estimate items where Desc (D) = True. Order by Parent OrderID, Item OrderID.

Attachment Images

• Images_Item - Images from attachments linked to the Item which is linked to the Transaction Item.

• Images_Items - All the Images from attachments linked to the Items which are linked to the Transaction.

• Images_Trans - Images from attachments which are directly linked to the Transaction.

• Images_Flow- All Images from attachments which are linked to the Transaction flow.

Deposits

• DEPOSITPERCENT - The percentage deposit to be paid. 

• DEPOSIT - The deposit amount.

• DEPOSIT_TEXT - The text that must be shown when a deposit is requested.

Related Topics

• Reference: Accounting Overview 

• Reference: Approvals

• Reference: Batch Updates

• Reference: Extra Datasets

• Reference: Payments

• Reference: Point of Sale

• Reference: Properties (Creating Transaction Types)

• Reference: Settings (Transactions, Users and Roles)

• Reference: Setup (Setting up Transaction Types)

• Reference: Signatures

• Reference: Transaction Data Pipelines

• Reference: Transactions Overview

• Reference: Views

• Examples