My Transactions Dataset
This dataset uses fields from the Transaction record type so that you can see all of the transactions you have created within the last year. It forms the source data for the My Transactions Workbook.
Key Field Differences
If you create a saved search to obtain this information, all the required fields are available through the transaction record type in the Saved Search application.
The following table lists key differences between the saved search and the dataset:
|
Field Name in Saved Search |
Record Location in SuiteAnalytics Workbook |
Join Path in SuiteAnalytics Workbook |
Field Name in SuiteAnalytics Workbook |
|---|---|---|---|
|
Date |
Transaction |
Transaction |
Date |
|
Name |
Transaction |
Transaction |
Entity |
|
Document Number |
Transaction |
Transaction |
Document Number/ID |
|
Memo |
Transaction |
Transaction |
Memo |
|
Period |
Transaction |
Transaction |
Posting Period |
|
Status |
Transaction |
Transaction |
Status |
|
Amount |
Transaction |
Transaction |
Total Amount (Transaction Currency) |
|
Transaction Name |
Transaction |
Transaction |
Transaction |
|
Type |
Transaction |
Transaction |
Type |
|
Currency |
Transaction |
Transaction |
Currency |
Dataset Configuration
The My Transactions dataset uses fields from the Transaction record type and two criteria filters. To edit the dataset, see Defining a Dataset.
Consider the following information before you edit the dataset:
-
If you enable the Multi-Book Accounting feature for your account, you can use the Accounting Book field in a criteria filter to view data for specific accounting books.
-
To access the Accounting Book field, use the join path Transaction > Transaction Line > Transaction Accounting Line.
|
Root Record Type |
Joined Record Type |
Custom Formula Fields |
Data Grid |
Criteria Filters |
|---|---|---|---|---|
|
Transaction |
(none) |
(none) |
The following fields are included in the dataset: Transaction:
|
The following criteria is used to filter the dataset:
|