1. Order Management
  2. Order Management Workbooks
  3. Sales (Invoiced) Workbook
  4. Sales (Invoiced) Analytical Record Type

Sales (Invoiced) Analytical Record Type

The sales (invoiced) analytical record type is designed for analytics. This record type combines fields from the transaction, transaction line, and transaction accounting line record types, and includes data that meets these criteria:

          Transaction type is not one of Check, Deposit, InvAdjst, InvReval, InvDistr, InvWksht,
Build, Unbuild, WOIssue, WOCompl, WOClose, VendPymt, BinTrnfr, BinWksht, Commissn,
FxReval, CustDep, CustRfnd, DepAppl, InvTrnfr, ItemShip, ItemRcpt, CustPymt, YtdAdjst,
PurchOrd, TaxPymt, TaxLiab, Transfer, TrnfrOrd, VendAuth, WorkOrd, Payroll, Paycheck,
LiaAdjst, LiabPymt, Sync, RevComm, RevComRv, Custom, Opprtnty, Estimate, SalesOrd, RtnAuth
AND
Transaction posting is 'T'
AND
Account accttype is one of Income, OthIncome, DeferRevenue, UnbilledRec

This is the root record type on the Sales (Invoiced) Dataset. Some fields depend on features or custom formulas.

For more information about the fields included in this 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 Currency)

“-transactionLine.foreignAmount”

Amount(Net)

Transaction Line

Amount(Net)

“-transactionLine.netAmount”

Class

Transaction Line

Class

Displayed only with 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 Departments feature enabled

Est. Cost

Transaction Line

Est. Cost

Displayed only with Gross Profit feature enabled

Est. Gross Profit

Transaction Line

Est. Gross Profit

Displayed only with Gross Profit feature enabled

Est. Gross Profit Percent

Transaction Line

Est. Gross Profit Percent

“100 * transactionLine. estGrossProfitPercent”

Displayed only with Gross Profit feature enabled

Item

Transaction Line

Item

N/A

Location

Transaction Line

Location

Displayed only with Locations feature enabled

Memo

Transaction Line

Memo

N/A

Partner

Transaction

Partner

N/A

Posting Period

Transaction

Posting Period

Displayed only with Accounting Periods feature enabled

Promotion Combinations

Promotions

Promotion Code

Displayed only with SuitePromotions feature enabled

Quantity

Transaction Line

Quantity

“-transactionLine.Quantity”

Sales Rep

Transaction

Employee

N/A

Subsidiary

Transaction Line

Subsidiary

Displayed only with Subsidiaries feature enabled

Quantity

Transaction Line

Quantity

“-transactionLine.quantity”

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

General Notices