Sales (Ordered) Analytical Record Type

The sales (ordered) analytical record type was designed specifically for the analytics data source. It combines fields from the transaction, transaction line, and transaction accounting line record types and includes data that meets the following criteria:

          Transaction type is one of SalesOrd, RtnAuth
AND
Transaction status is not 'A' or 'C'
AND
Transaction foreign total is not NULL
AND
Transaction line ID ! is 0
AND
Transaction accounting line account is not NULL
AND
Account accttype is one of Income, OthIncome, DeferRevenue, UnbilledRec 

        

This record type is the root record type on the Sales (Ordered) Dataset. Some fields in the record type are also feature dependent, or display values based on custom formula definitions.

For more information about the fields included in the sales (ordered) analytical record type, see the following table:

Field	Source Record Type	Source Field	Custom formula or feature dependency
Account	Transaction Accounting Line	Account	N/A
Amount	Transaction LIne	Amount (Transaction)	“-transactionLine.foreignAmount”
Amount(Net)	Transaction Line	Amount(Net)	“-transactionLine.netAmount”
Class	Transaction Line	Class	Displayed only with the Classes feature enabled
Customer	Transaction Transaction Line	Entity	“(CASE WHEN transaction.TYPE IN (‘journal’,’Deposit’,’Custom’) THEN transactionLine.entity ELSE transaction.entity END)”
Date	Transaction	Date	N/A
Department	Transaction Line	Department	Displayed only with the Departments feature enabled
Est. Cost	Transaction Line	Est. Cost	Displayed only with the Gross Profit feature enabled
Est. Gross Profit	Transaction Line	Est. Gross Profit	Displayed only with the Gross Profit feature enabled
Est. Gross Profit Percent	Transaction Line	Est. Gross Profit Percent	“100 * transactionLine. estGrossProfitPercent” Displayed only with the Gross Profit feature enabled
Item	Transaction Line	Item	N/A
Location	Transaction Line	Location	Displayed only with the Location feature enabled
Memo	Transaction Line	Memo	N/A
Partner	Transaction	Partner	N/A
Promotion Combinations	Promotions	Promotion Code	Displayed only with the SuitePromotions feature enabled
Quantity	Transaction Line	Quantity	“-transactionLine.quantity”
Sales Rep	Transaction	Employee	N/A
Subsidiary	Transaction Line	Subsidiary	Displayed only with the Subsidiaries feature enabled
Transaction	Transaction	Internal Id	Displays Transaction Display Name instead of Internal Id
Transaction Line	Transaction Line	Internal Id	N/A
Transaction Type	Transaction	Type	N/A

Related Topics

Sales (Ordered) Workbook

Sales (Ordered) Dataset

Sales (Ordered) Workbook

General Notices