Open Draws Report Mapping

You can map DaaS data to the Textura Open Draws Report with the following prompt or query.

Suggested Prompt to use in Textura Reports

Show me up invoices in my organization that:

• Are not deleted
• Belong to project number “XXXX”

For each invoice, include the following:

Invoice details

• Invoice ID
• Invoice number
• Invoice status
• Submit date
• Net invoice amount
• Tax amount
• Net payment due
• Self retention amount for this period
• Subcontracted retention amount for this period
• Self retention released this period
• Subcontracted retention released this period

Contract details

• Contract ID
• Contract number
• Contract description
• Draw details
• Draw ID
• Draw number
• Draw name
• Period start date
• Period end date
• Due date
• Draw status
• Date created
• Date modified
• Closed date
• Whether the draw is deleted

Project details (from the draw)

• Project name
• Project number
• Segment ID
• Whether the project is active

Note:

• For more information on using prompts, see topic Creating a Report from a Prompt.
• The above prompt is a suggestion, your results may vary.

Query

query Invoice
{
 invoice(offset: 0 next: 100 organizationID: XXXXX
 isDeleted: false
 projectNumber: "XXXX"
 )
{
 id
 invoiceNumber
 invoiceStatus
 submitDate
 netInvoiceAmount
 selfRetentionAmountThisPeriod
 subcontractedRetentionAmountThisPeriod
 selfRetentionReleasedThisPeriod
 subcontractedRetentionReleasedThisPeriod
 taxAmount
 netPaymentDue
 contract {
 id
 description
 contractNumber
 }
 draw {
 id
 number
 name
 periodFromDate
 periodToDate
 dueDate
 status
 dateCreated
 closedDate
 dateModified
 isDeleted
 project {
 name
 projectNumber
 segmentID
 isActive
 }
 }
 pageInfo {
 pageResults
 totalResults
 }
 }
}

Mapping Table

Note: If you copy text from a table cell for use in code, paste it as plain text to avoid copying typographic quotation marks or other formatting.

Use the table below to map report output column fields to DaaS fields. Note that cells with a DaaS Field of Not Applicable do not have a DaaS equivalent to an available report field.

Column Number	Report Column	DaaS Field	Notes
1	Segment ID	Invoice.draw.project.segmentID
2	GC Project Number	Invoice.draw.project.projectNumber
3	Project Name	Invoice.draw.project.name
4	Project Status	Invoice.draw.project.isActive
5	Draw #	Invoice.draw.number
6	Draw Name	Invoice.draw.name
7	Date Draw was Initiated	Invoice.draw.dateCreated
8	Draw Period To Date	Invoice.draw.periodToDate
9	Sent To Signer
10	# of contracts invited in draw	Total Contracts records in a draw	Filter by draw, Invoice.pageInfo.totalResults
11	# of contracts submitted in draw	Total Contracts records in a draw that are submitted.	Filter by draw, Invoice.pageInfo.totalResults, count of invoice.status != “Awaiting”
12	# of contracts approved in draw	Total Contracts records in a draw that are approved.	Filter by draw, Invoice.pageInfo.totalResults, count of invoice.status != (“Awaiting”, “Received”)