Navigation: Catalog: VismaNet > Schemas > Schema: ProjectTransaction > Tables

ProjectTransactionLines: Visma.net Financials Project Transaction Lines

Get a range of Project transaction documents - ScreenId=PM304000Data for Project transactions

Catalog: VismaNet

Schema: ProjectTransaction

Label: Project Transaction Lines

This is a read-only table function. The Visma.net Financials API may not support changing the data or the Invantive UniversalSQL driver for Visma.net Financials does not cover it. In the latter case, please use the table NativePlatformScalarRequests to upload data to the Visma.net Financials API.

Parameters of Table Function

The following parameters can be used to control the behaviour of the table function ProjectTransactionLines. A value must be provided at all times for required parameters, but optional parameters in general do not need to have a value and the execution will default to a pre-defined behaviour. Values can be specified by position and by name. In both cases, all parameters not specified will be evaluated using their default values.

Value specification by position is done by listing all values from the first to the last needed value. For example: a `select * from table(value1, value2, value3)` on a table with four parameters will use the default value for the fourth parameter and the specified values for the first three.

Value specification by name is done by listing all values that require a value. For example with `select * from table(name1 => value1, name3 => value3)` on the same table will use the default values for the second and fourth parameters and the specified values for the first and third.

Name	Required	Documentation
billable	☐	Filter invoiceable project tasks.
branch	☐	Filter on branch for the project transation.
createdDateTime	☐	This value, generated by the system, indicates the creation date and time. Use it to retrieve all records that have been created since that time, up to the present.Accepted format:* ```yyyy-MM-dd```* ```yyyy-MM-dd HH:mm:ss```* ```yyyy-MM-dd HH:mm:ss.FFF```* ```yyyy-MM-ddTHH:mm:ss```* ```yyyy-MM-ddTHH:mm:ss.FFF```_Note:_ __CreatedDateTime__ and __CreatedDateTimeCondition__ are __mutually inclusive__.
createdDateTimeCondition	☐	This value represents the condition to be applied when retrieving records.Accepted values (without the single quotes):* '>' for greater than* '<' for less than* '>=' for greater than or equal* '<=' for less than or equal_Note:_ __CreatedDateTime__ and __CreatedDateTimeCondition__ are __mutually inclusive__.
date	☐	Filter on the registration date for the project transaction.
expandNote	☐	Expands project transaction notes
fromPeriod	☐	Mandatory. Start date for the task.
greaterThanValue	☐	Greater than value. The item which is the object for this, varies from API to API.
lastModifiedDateTime	☐	This value, generated by the system, indicates the last time the record was modified. Use it to retrieve all records that have been modified since that time, up to the present.Accepted format:* ```yyyy-MM-dd```* ```yyyy-MM-dd HH:mm:ss```* ```yyyy-MM-dd HH:mm:ss.FFF```* ```yyyy-MM-ddTHH:mm:ss```* ```yyyy-MM-ddTHH:mm:ss.FFF```_Note:_ __LastModifiedDateTime__ and __LastModifiedDateTimeCondition__ are __mutually inclusive__.
lastModifiedDateTimeCondition	☐	This value represents the condition to be applied when retrieving records.Accepted values (without the single quotes):* '>' for greater than* '<' for less than* '>=' for greater than or equal* '<=' for less than or equal_Note:_ __LastModifiedDateTime__ and __LastModifiedDateTimeCondition__ are __mutually inclusive__.
module	☐	Select to filter on module; e.g. AR, AP, IN etc. (Values: ModuleGL, ModuleAP, ModuleAR, ModuleCA, ModuleCM, ModuleIN, ModuleSO, ModulePO, ModuleDR, ModuleFA, ModuleEP, ModulePM, ModuleTX, ModuleCR)
project	☐	Filter on project ID.
projectTask	☐	Filter on Task ID.
status	☐	The status of the document. (Values: Hold, Balanced, Released)
toPeriod	☐	Mandatory. End date for the task.

Columns of Table Function

The columns of the table function ProjectTransactionLines are shown below. Each column has an SQL data type.

Name	Data Type	Label	Required	Documentation
accountGroup_name	varchar2	General Ledger Account Group Name	☐	Click the magnifier. > The name.
accountGroup_number	varchar2	General Ledger Account Group Number	☐	Click the magnifier. > The identifier.
allocated	char	Allocated	☐	Allocated > A check box that indicates whether the amounts of the transactions were allocated for the project.
amount	double	Amount	☐	Amount > The amount of the transaction.
batchNbr	varchar2	Batch Number	☐	Batch no. > The batch number of the transaction in the General ledger workspace.
billable	char	Billable	☐	Invoiceable > A check box indicating whether the transaction is used in calculating the amount charged to the customer for the project task.
billableQuantity	double	Billable Quantity	☐	Qty. that can be invoiced > The total invoiceable quantity for the transactions listed in the table.
branch_name	varchar2	Branch Name	☐	Click the magnifier. > The name.
branch_number	varchar2	Branch Number	☐	Click the magnifier. > The identifier.
COMPANY_CODE	varchar2(30)	Company Code	☑	Partition code, segmenting the data.
COMPANY_NAME	varchar2(240)	Company Name	☑	Name of the partition.
creditAccount_active	char		☐
creditAccount_description	varchar2		☐	Name of item/description
creditAccount_externalCode1	varchar2		☐	Account class > The identifier of the account class.
creditAccount_externalCode2	varchar2		☐	Account class > The name of the account class.
creditAccount_number	varchar2		☐	Number of item
creditAccount_type	varchar2		☐	Account > The account number.
creditAccountGroup_name	varchar2		☐	Click the magnifier. > The name.
creditAccountGroup_number	varchar2		☐	Click the magnifier. > The identifier.
creditSubaccount_active	char		☐
creditSubaccount_description	varchar2		☐	Click on the magnifier. > The description.
creditSubaccount_id	varchar2		☐	Click on the magnifier. > The identifier.
customerVendor_internalId	int32		☐
customerVendor_name	varchar2		☐	The name of the particular destination of the selected type.
customerVendor_number	varchar2		☐	The identifier of the particular destination of the selected type.
date	datetime	Date	☐	Date > The date the transaction was created.
debitAccount_active	char		☐
debitAccount_description	varchar2		☐	Name of item/description
debitAccount_externalCode1	varchar2		☐	Account class > The identifier of the account class.
debitAccount_externalCode2	varchar2		☐	Account class > The name of the account class.
debitAccount_number	varchar2		☐	Number of item
debitAccount_type	varchar2		☐	Account > The account number.
debitAccountGroup_name	varchar2		☐	Click the magnifier. > The name.
debitAccountGroup_number	varchar2		☐	Click the magnifier. > The identifier.
debitSubaccount_active	char		☐
debitSubaccount_description	varchar2		☐	Click on the magnifier. > The description.
debitSubaccount_id	varchar2		☐	Click on the magnifier. > The identifier.
description_2	varchar2	Description 2	☐	The top part > Description > The description provided for the transaction.
description	varchar2	Description	☐	Description > The description of the transaction.
earningType_code	varchar2		☐	Mandatory field: Code* > The unique ID of the type of hour.
earningType_description	varchar2		☐	Mandatory field: Description > The brief description of the type of hour.
earningType_isActive	char		☐	Active > A check box that indicates (if selected) that the type of hour is active and can be used.
earningType_isBillable	char		☐	Invoicable > A check box that indicates (if selected) that the type is treated as invoiceable by default.
earningType_isOvertime	char		☐	Overtime > A check box that indicates (if selected) that the type of hour is treated as overtime.
earningType_lastModifiedDateTime	datetime		☐	System generated information.
earningType_overtimeMultiplier	double		☐	Multiplier > The value by which the employee cost for this type of hour is multiplied when the time activity is released.
employee_address_addressId	int32		☐
employee_address_addressLine1	varchar2		☐	Address 1 > The first line of the customer's/supplier's/company's/employee's contact address.
employee_address_addressLine2	varchar2		☐	Address 2 > The second line of the address.
employee_address_addressLine3	varchar2		☐	Address 3 > The third line of the address.
employee_address_city	varchar2		☐	City > The city.
employee_address_country_errorInfo	varchar2		☐
employee_address_country_id	varchar2		☐	Mandatory field: Country ID* > The unique two-letter country ID according to international standard ISO 3166.
employee_address_country_metadata_maxPageSize	int64		☐
employee_address_country_metadata_totalCount	int64		☐
employee_address_country_name	varchar2		☐	Mandatory field: Country name* > The complete name of the country.
employee_address_county_id	varchar2		☐	Click the magnifier > The identifier
employee_address_county_name	varchar2		☐	Click the magnifier > The displayed name
employee_address_postalCode	varchar2		☐	Postcode > The postcode.
employee_branch_name	varchar2		☐	Click the magnifier. > The name.
employee_branch_number	varchar2		☐	Click the magnifier. > The identifier.
employee_calendarID	varchar2		☐
employee_contact_attention	varchar2		☐	Attention > The attention line as it is used in your customer's/supplier's/company's business letters. The intention of this line is to direct the letter to the right person if the letter is not addressed to any specific person.
employee_contact_contactId	int32		☐
employee_contact_email	varchar2		☐	Email > The email address of the customer/supplier/company as a business entity.
employee_contact_employeeContact	varchar2		☐	Employee contact > The link to the contact record associated with the employee.
employee_contact_fax	varchar2		☐	Fax > The fax number.
employee_contact_firstName	varchar2		☐	First name > The first name of the employee.
employee_contact_lastName	varchar2		☐	Mandatory field: Last name* > The last name of the employee.
employee_contact_midName	varchar2		☐	Middle name > The middle name of the employee.
employee_contact_name	varchar2		☐	Name > The legal name of to appear on the documents.
employee_contact_phone1	varchar2		☐	Phone 1 > The default phone number.
employee_contact_phone2	varchar2		☐	Phone 2 > An additional phone number.
employee_contact_phone3	varchar2		☐	Phone 3 > An additional phone number of the employee.
employee_contact_title	varchar2		☐	Title > The courtesy title to be used for the employee.
employee_contact_web	varchar2		☐	Web > The website of the company, if one exists.
employee_department	varchar2		☐	Mandatory field: General information tab > Employee section > Department* > The department the employee works for.
employee_employeeClass_description	varchar2		☐	Click on the magnifier. > The description.
employee_employeeClass_id	varchar2		☐	Click on the magnifier. > The identifier.
employee_employeeId	int32		☐	Mandatory field: The top part > Employee ID* > The unique identifier, which is assigned to the employee in accordance with the configuration of the EMPLOYEE segmented key.
employee_employeeLogin	varchar2		☐
employee_employeeName	varchar2		☐	The top part > Employee name > The name of this employee.
employee_employeeNumber	varchar2		☐	General information tab > Employee settings section > Employee ref. no. > A reference number for the employee.
employee_employeeUserId	guid		☐	Employee internal user ID. This is the ID of the user linked to the employee
employee_errorInfo	varchar2		☐
employee_lastModifiedDateTime	datetime		☐
employee_metadata_maxPageSize	int64		☐
employee_metadata_totalCount	int64		☐
employee_status	varchar2		☐	Mandatory field: The top part > Status > The status of the employee. The following options are available: Active, On hold, Hold payments, Inactive, One-time.
employee_timeStamp	blob		☐	Identifier that represents a specific version of the resource.It helps to prevent simultaneous updates of the resource from overwriting each other (by using ETags and If-Match headers)
endDate	datetime	End Date	☐	End date > The end date for this transaction
errorInfo_2	varchar2	Error Information 2	☐
errorInfo	varchar2	Error Message	☐
financialPeriod	varchar2	Financial Period	☐	Period > The financial period associated with the transaction.
inventoryId_description	varchar2		☐	Name of item/description
inventoryId_number	varchar2		☐	Number of item
lastModifiedDateTime	datetime	Last Modified	☐	System generated information
location_countryId	varchar2	Location Country ID	☐	Location*.
location_id	varchar2	Location ID	☐	Click the magnifier > The identifier
location_name	varchar2	Location Name	☐	Click the magnifier > The displayed name
metadata_maxPageSize_2	int64		☐
metadata_maxPageSize	int64	Metadata Max Pagesize	☐
metadata_totalCount_2	int64		☐
metadata_totalCount	int64	Total Count	☐
module	varchar2	Module	☐	The top part > Module > The module you create the transactions in.
note_2	varchar2	Note 2	☐
note	varchar2	Note	☐
origDocNbr	varchar2	Original Document Number	☐	The top part > Orig. doc. no. > The reference number of the underlying document for the transaction.
origDocType	varchar2	Original Document Type	☐	The top part > Orig. doc. no. > The type of the document the transaction is based on. It has one of the following values: Allocation, Time card, Case, Expense claim, Allocation reversal, Reversal, Credit note.
overtimeMultiplier	double	Overtime Multiplier	☐	Multiplier > The multiplier by which the unit rate is multiplied when the labour cost is calculated.
project_description	varchar2	Project Description	☐	Click on the magnifier. > The description.
project_id	varchar2	Project ID	☐	Click on the magnifier. > The identifier.
project_internalId	int32		☐	The internal identifier.
projectTask_description	varchar2	Project Task Description	☐	Click on the magnifier. > The description.
projectTask_id	varchar2	Project Task ID	☐	Click on the magnifier. > The identifier.
projectTask_internalId	int32		☐	The internal identifier.
quantity	double	Quantity	☐	Quantity > The quantity for the transaction, such as the number of service hours provided to the customer.
refNbr	varchar2	Reference Number	☐	The top part > Ref. no. > The reference number of the transaction.
released	char	Released	☐	Released > A check box indicating whether the transaction has been released.
startDate	datetime	Start Date	☐	Start date > The start date for this transaction.
status	varchar2	Status	☐	The top part > Status > The status of the transaction. The following statuses are possible: Balanced, Released.
timeStamp	blob	Timestamp	☐	Identifier that represents a specific version of the resource.It helps to prevent simultaneous updates of the resource from overwriting each other (by using ETags and If-Match headers)
tranId	int64		☐
unitRate	double		☐	Unit rate > The price of the item or the rate of the service.
uom	varchar2	Unit of Measure	☐	UoM > The unit of measure used to estimate the quantity for the transaction, such as HOUR or BOX.
useBillableQty	char		☐	Use the quantity that can be invoiced in the amount formula > A check box that you select if you want the system to use the invoiceable quantity (the Invoiceable quantity column) instead of the overall quantity (the Quantity column) of the transaction when calculating the amount of transaction.

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Visma.net Financials API Data Model

ProjectTransactionLines: Visma.net Financials Project Transaction Lines

Parameters of Table Function

Columns of Table Function

Important Safety and Usage Information