DocuBuilder lists

Owned by Jack Kuijper
Last updated: 06 Sept 2022
3 min read

Lists are tables with multiple lines of fields defined in DocuBuilder's DataConnectors.
Lists are used for templates and text blocks:

  1. Tables (for example, quotation lines, invoice lines, etc.)

  2. Single list (e.g. a total count of all line amounts in the quotation lines or the name of the country linked to the country code of a customer)

  3. Conditions during the insertion of text blocks. (insertion of specific text belonging to an article number)

 

  • In the templates and text blocks, these lists (Tables / Single lists / Multiple lists) can be added with the DocuBuilder template manager:

  • Through the DocuBuilder Settings, these lists can be modified / expanded.

Lists present in the default environment of Business Central

DocuBuilder lijst

DocuBuilder DataConnector

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Toelichting

DocuBuilder lijst

DocuBuilder DataConnector

DocuBuilder Lijst velden

Toelichting

Countries_and_Regions

Countries and Regions

SELECT
code AS [CountryLetterCode],
displayName AS [Country]
FROM WCAXML_ROOT_Countries_and_Regions

Countries with associated data

Document_Emails

Document Emails

SELECT
SendToEmail AS [SendToEmail],
Usage2 AS [DocType]
FROM WCAXML_ROOT_Document_Emails

Email addresses defined at the Customer

Invoice_reminder_lines

Invoice reminder lines

SELECT
Amount,
Applies_to_Document_No,
Applies_to_Document_Type,
Description, Document_No,
Document_Type,
Format(Document_Date,'d-m-yy') AS [Document_Date],
Format(Due_Date,'d-m-yy') AS [Due_Date],
Format(Posting_Date,'d-m-yyyy') AS [Posting_Date],
Line_No,
Line_Type,
No,
No_of_Reminders,
Original_Amount,
Remaining_Amount,
Reminder_No,
Type
FROM WCAXML_ROOT_Invoice_reminder_lines

Payment reminder rules

Invoice_reminder_lines_Totals

Invoice reminder lines

SELECT
Sum(Original_Amount) AS Sum_Original_Amount,
Sum(Remaining_Amount) AS Sum_Remaining_Amount
FROM WCAXML_ROOT_Invoice_reminder_lines

Payment reminder line totals

Job_tasks

Job tasks

SELECT
contractInvoicedCost,
contractInvoicedPrice,
description,
endDate,
globalDimension1Code,
globalDimension2Code,
indentation,
jobPostingGroup,
jobTaskNumber,
jobTaskType,
outstandingOrders,
Planning_Date_Filter,
Posting_Date_Filter,
startDate,
wipMethod,
wipTotal
FROM WCAXML_ROOT_Job_tasks

Project Tasks

Purchasedocument_lines

Purchasedocument lines

SELECT
number AS [ItemNo],
description AS [Description],
unitCost AS [UnitCost],
unitPriceLcy AS [UnitPrice],
quantity AS [Quantity],
IIf([LineDiscountPercent]=0,"",[LineDiscountPercent] & " %") AS [DiscountPercent],
amount AS [AmountExcludingVAT],
vatPercent AS [VATpercent],
amountIncludingVat AS [AmountIncludingVAT],
UnitOfMeasure AS [UnitOfMeasure],
Format(expectedReceiptDate,'d-m-yyyy') AS [ExpectedReceiptDate],
Type,
BlanketOrderNumber
FROM WCAXML_ROOT_Purchasedocument_lines

Purchase order/invoice/etc. rules

Purchasedocument_lines_Totals

Purchasedocument lines

SELECT
Sum(amount) AS SumExcludingVat,
Sum(amountIncludingVat) AS SumIncludingVat,
Sum([amount]*[vatpercent]/100) AS SumVat
FROM WCAXML_ROOT_Purchasedocument_lines

Purchase order/invoice/etc. line totals

Salescreditmemo_posted_lines

Salescreditmemo posted lines

SELECT
[No] AS [ItemNo],
Description,
LineAmount AS [AmountExcludingVAT],
Quantity,
UnitOfMeasure,
IIf([LineDiscountPercent]=0,"",[LineDiscountPercent] & " %") AS [DiscountPercent],
vatPercent & " %" AS [VATpercent],
UnitPrice AS [UnitPrice],
Type
FROM WCAXML_ROOT_Salescreditmemo_posted_lines

Booked credit invoice lines

Salescreditmemo_posted_lines_Totals

Salescreditmemo posted lines

SELECT
Sum(lineamount) AS SumExcludingVat,
Sum(LineAmountIncludingVat) AS SumIncludingVat,
Sum([lineamount]*[vatpercent]/100) AS SumVat
FROM WCAXML_ROOT_Salescreditmemo_posted_lines

Booked credit invoice totals of lines

Salesdocument_lines

Salesdocument lines

SELECT
number AS [ItemNo],
description AS [Description],
unitPrice AS [UnitPrice],
quantity AS [Quantity],
IIf([LineDiscountPercent]=0,"",[LineDiscountPercent] & " %") AS [DiscountPercent],
amount AS [AmountExcludingVAT],
vatPercent & " %" AS [VATpercent],
amountIncludingVat AS [AmountIncludingVAT],
UnitOfMeasure AS [UnitOfMeasure] ,
Format(shipmentDate,'d-m-yyyy') AS [ShipmentDate],
Format(plannedDeliveryDate,'d-m-yyyy') AS [PlannedDeliveryDate],
Format(requestedDeliveryDate,'d-m-yyyy') AS [RequestedDeliveryDate],
Type,
BlanketOrderNumber
FROM WCAXML_ROOT_SalesDocument_lines

Sales order/invoice/etc. rules

Salesdocument_lines_Totals

Salesdocument lines

SELECT
Sum(amount) AS SumExcludingVat,
Sum(amountIncludingVat) AS SumIncludingVat,
Sum([amount]*[vatpercent]/100) AS SumVat
FROM WCAXML_ROOT_Salesdocument_lines;

Sales order/invoice/etc. line totals

SalesInvoice_posted_lines

SalesInvoice posted lines

SELECT
[No] AS [ItemNo],
Description,
LineAmount AS [AmountExcludingVAT],
lineAmountIncludingVat AS [AmountIncludingVAT],
Quantity,
UnitOfMeasure,
IIf([LineDiscountPercent]=0,"",[LineDiscountPercent] & " %") AS [DiscountPercent],
Format(shipmentDate,'d-m-yyyy') AS [ShipmentDate],
vatPercent & " %" AS [VATpercent],
UnitPrice AS [UnitPrice],
Type
FROM WCAXML_ROOT_Salesinvoice_posted_lines

Sales invoice rules

Salesinvoice_posted_lines_Totals

SalesInvoice posted lines

SELECT
Sum(lineamount) AS SumExcludingVat,
Sum(LineAmountIncludingVat) AS SumIncludingVat,
Sum([lineamount]*[vatpercent]/100) AS SumVat
FROM WCAXML_ROOT_Salesinvoice_posted_lines

Sales invoice line totals

Salesshipment_posted_lines

Salesshipment posted lines

SELECT
[No] AS [ItemNo],
description AS [Description],
quantity AS [Quantity],
Unit_of_Measure AS [UnitOfMeasure] ,
Format(shipmentDate,'d-m-yyyy') AS [ShipmentDate],
Type
FROM WCAXML_ROOT_Salesshipment_posted_lines

Packing list rules

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