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.
    • Includes a PURCH_PRIORITY field. Checked = priority.
    • Includes CREATEDFROMDATE, CREATEDFROMTOTAL, CREATEDFROMVARIANCE: The fields can be used to add details of an invoice to a credit note template.
  • Trans_Rec - Displays the currently selected transaction header.
    • Includes a PURCH_PRIORITY field. Checked = priority.
    • Includes CREATEDFROMDATE, CREATEDFROMTOTAL, CREATEDFROMVARIANCE: The fields can be used to add details of an invoice to a credit note template.
  • 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.
    • Includes TOTALCOSTING which displays the Total Cost of the item.
  • Items_Rec - Displays the currently selected item.
    • Includes TOTALCOSTING which displays the Total Cost of the 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.
  • Item_UDF - Expose the User-defined fields linked to an Item that is linked to a Transaction Item.

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.

Estimate Params

You can place Estimate Parameters as individual fields on a Template. The data pipeline is named Est_Params and returns an 'Empty SQL not allowed' error the first time it is selected. The Parameter Name must be entered as the fieldname (e.g. INP_DEPTH). Fieldnames must be typed in as they do not populate the fields dropdown list.

The parameter types that are included are:

Numerical Parameter Types

  • Input - Est. Qty
  • Input - Number
  • Input - Select Number
  • Calc - Numerical
  • Calc - Est. Qty

Text Parameter Types

  • Input - Text
  • Input - Select Text - Num Value
  • Calc - Text
  • Material
  • Service

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