Sales (Ordered) Dataset
The sales (ordered) dataset includes predefined criteria and fields from the sales (ordered) record type. The sales (ordered) record type includes the following fields from the transaction, transaction line, and transaction accounting line record types:
|
Field |
Source Record |
Source Field |
|
Unique key |
Transaction line |
Unique key |
|
Date |
Transaction |
Date |
|
Amount |
Transaction line |
Net amount |
|
Quantity |
Transaction line |
Quantity |
|
Account |
Transaction accounting line |
Account |
|
Transaction line |
Transaction line |
ID |
|
Transaction |
Transaction |
Transaction |
|
Item |
Transaction line |
Item |
|
Customer |
Transaction line |
Entity |
|
Subsidiary |
Transaction line |
Subsidiary |
|
Memo |
Transaction |
Memo |
|
Partner |
Transaction |
Partner |
|
Classification |
Transaction line |
Classification |
|
Department |
Transaction line |
Department |
|
Location |
Transaction line |
Location |
|
Sales rep |
Transaction line |
Sales rep |
Additionally, the following criteria is predefined as part of the sales (ordered) record type. Only transactions that meet this criteria are included in the sales (ordered) dataset:
-
Total amount (transaction currency) does not equal 0 (zero), except for work orders
-
Field ID does not equal 0 (zero)
-
Primary accounting book is not empty or transaction lines include a kit/package item. For more information, see Kit/Package Items.
-
Primary accounting book type is income, other income, defer revenue, or unbilled rec
Note:If the Multi-Book Accounting feature is enabled in your account, only data for the primary accounting book is included in the dataset.
The sales (ordered) dataset forms the source data for the Sales (Ordered) Workbook.
Dataset Configuration
By default, the sales (ordered) dataset combines the following fields and one criteria filter. To edit the dataset, see Defining a Dataset.
|
Root Record Type |
Joined Record Type |
Custom Formula Field |
Data Grid |
Criteria Filters |
|---|---|---|---|---|
|
Sales (ordered) |
(none) |
(none) |
The following fields are included in the dataset.
|
The following criteria is used to filter the dataset:
|