ProjectTransactions: Visma.net Financials Project Transactions |
Get a range of Project transaction documents - ScreenId=PM304000
Catalog: VismaNet
Schema: ProjectTransaction
Primary Keys: refNbr
Label: Project Transactions
Retrieve: true
Insert: true
Update: true
Delete: false
Parameters of Table Function
The following parameters can be used to control the behaviour of the table function ProjectTransactions. 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 |
Data Type |
Required |
Default Value |
Documentation |
---|---|---|---|---|
billable |
boolean |
☐ |
|
Filter invoiceable project tasks. |
branch |
string |
☐ |
|
Filter on branch for the project transation. |
createdDateTime |
string |
☐ |
|
Creation date and time. |
createdDateTimeCondition |
string |
☐ |
|
System-retrieved information for state/condition |
date |
datetime |
☐ |
|
Filter on the registration date for the project transaction. |
expandNote |
boolean |
☐ |
|
Expands project transaction notes |
fromPeriod |
string |
☐ |
|
Mandatory. Start date for the task. |
greaterThanValue |
string |
☐ |
|
Greater than value. The item which is the object for this, varies from API to API. |
lastModifiedDateTime |
string |
☐ |
|
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 |
string |
☐ |
|
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 |
string |
☐ |
|
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 |
string |
☐ |
|
Filter on project ID. |
projectTask |
string |
☐ |
|
Filter on Task ID. |
status |
string |
☐ |
|
The status of the document. (Values: Hold, Balanced, Released) |
toPeriod |
string |
☐ |
|
Mandatory. End date for the task. |
Columns of Table Function
The columns of the table function ProjectTransactions are shown below. Each column has an SQL data type. A new non-null value must be provided for every required column at all times during insert and update.
Name |
Data Type |
Label |
Required |
Documentation |
---|---|---|---|---|
COMPANY_CODE |
string(30) |
Company Code |
☑ |
Partition code, segmenting the data. |
COMPANY_NAME |
string(240) |
Company Name |
☑ |
Name of the partition. |
description |
string |
Description |
☐ |
The top part > Description > The description provided for the transaction. |
errorInfo |
string |
Error Message |
☐ |
|
metadata_maxPageSize |
int64 |
Metadata Max Pagesize |
☐ |
|
metadata_totalCount |
int64 |
Total Count |
☐ |
|
module |
string |
Module |
☐ |
The top part > Module > The module you create the transactions in. |
note |
string |
Note |
☐ |
|
origDocNbr |
string |
Original Document Number |
☐ |
The top part > Orig. doc. no. > The reference number of the underlying document for the transaction. |
origDocType |
string |
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. |
refNbr |
string |
Reference Number |
☐ |
The top part > Ref. no. > The reference number of the transaction. |
status |
string |
Status |
☐ |
The top part > Status > The status of the transaction. The following statuses are possible: Balanced, Released. |
23-06-2025 19:16 Version 24.1.116-BETA+5455