Invoice Report Data Sources
During the process to create invoice reports, the first part of the process is to extract the data.
The reportable data comprises:
- Data sources created by a DSC zipped with the report template.
The following section contains details on the data sources for invoice reports.
Invoice Export to Report Data Sources
The data sources are dependent upon whether the returned records are to display invoice currency or laboratory currency.
Invoice Report Data Sources
The data sources are dependent upon the type of invoice (estimate, work-in-progress, preliminary/final) and the invoice's Status.
Invoice Search
|
Type of Currency |
View |
|---|---|
|
Invoice currency |
|
|
Laboratory currency |
Invoice Detail
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
View |
|---|---|---|
|
|
All Invoice Types |
All Invoice Types |
|
Initial |
||
|
Draft |
||
|
Edited |
||
|
Released |
||
|
Credited |
Job Invoice
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Job Invoice Sample
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Job Invoice Scheme
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Job Invoice Scheme Analyte
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Job Invoice Excluded SS
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Job Invoice Excluded SSA
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Job Invoice Price Adjustment
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Job Invoice Tax
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And JOB_CODE=<jobCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Line Item for Pricing
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And INVOICE_NO=<invoiceNo>
And IS_BASE_PRICE=B (base price) Or IS_BASE_PRICE=I (interval price)
|
Status |
Table |
View |
|
|---|---|---|---|
|
|
All Invoice Types |
Estimate |
Work-in-progress |
|
Initial |
|
|
|
|
Draft |
|||
|
Edited |
|||
|
Released |
|||
|
Credited |
Note: The PriceCode InvoiceNotes (as .NOTE property) are not populated in this view. The Sequence properties for all of the invoice line items are fixed to be the same sequence in this view.
Line Item for Sample
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And INVOICE_NO=<invoiceNo>
|
Status |
Table |
|---|---|
|
|
All Invoice Types |
|
Initial |
|
|
Draft |
|
|
Edited |
|
|
Released |
|
|
Credited |
Line Item for Price Adjustment
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And INVOICE_NO=<invoiceNo>
And IS_BASE_PRICE=S (surcharge item) Or IS_BASE_PRICE=R (rebate item)
|
Status |
Table |
View |
||
|---|---|---|---|---|
|
|
All Invoice Types |
Estimate |
Work-in-progress |
Preliminary/Final |
|
Initial |
|
|
|
|
|
Draft |
|
|||
|
Edited |
|
|||
|
Released |
||||
|
Credited |
Line Item for Discount
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And INVOICE_NO=<invoiceNo>
And IS_BASE_PRICE=D (discount item)
|
Status |
Table |
View |
||
|---|---|---|---|---|
|
|
All Invoice Types |
Estimate |
Work-in-progress |
Preliminary/Final |
|
Initial |
|
|
|
|
|
Draft |
|
|||
|
Edited |
|
|||
|
Released |
||||
|
Credited |
Line Item for Tax
Where ORG_CODE=<organisationCode> Or ORG_CODE=<orgCode>
And LAB_CODE=<laboratoryCode> Or LAB_CODE=<jobLabCode>
And INVOICE_NO=<invoiceNo>
And IS_BASE_PRICE=T (tax item)
|
Status |
Table |
View |
||
|---|---|---|---|---|
|
|
All Invoice Types |
Estimate |
Work-in-progress |
Preliminary/Final |
|
Initial |
|
|
|
|
|
Draft |
|
|||
|
Edited |
|
|||
|
Released |
||||
|
Credited |
