Invoice and receipt postings — current work Pro
Period/organization to AR postings, recorded amount/currency, billing references and on-demand current work dossiers.
UNOFFICIAL — NOT VALIDATED ON A REAL ERP INSTALLATION. For finance teams and project managers: choose a transaction period and organization, find invoice or cash-receipt postings, inspect the recorded amount/currency, account, work references and billing references. Open the exact current project, phase or task record on demand for its team, dates, estimated progress and notes.
Why Cifru? Adapt configurations to the way you work. Choose the fields, filters and details you need, and bring information to your phone that may not be available in your business software’s own mobile app. Available options depend on the data exposed by your authorized source and your Cifru plan.
Pro: one SQL Server source, two lists, one relation; 29 transaction values and 20 current work values in grouped Details. Technical period/posting/key/context transport is hidden. The complete LedgerAR Period+PostSeq+PKey identity is retained: neither entry nor invoice reference identifies a row. Each list is bounded to 1,000 rows and may be incomplete; no scheduled refresh. Opening period (inclusive start, exclusive end) and mandatory transaction organization are applied by the native connector before the row limit. Transaction type is optional. Undated transactions are excluded by a chosen period. A cap is not a server performance guarantee; inspect actual query timings and indexes. Local search/filtering applies to loaded rows only.
This is posted AR detail, NOT invoice headers, invoice product lines, receivables aging, a customer statement or a current/as-of balance. No outstanding, paid, overdue, cash-flow or cross-currency total is calculated. TransactionAmount is shown with its recorded TransactionCurrencyCode, without currency fallback, exchange conversion or sign reinterpretation. Blank currency stays unknown. BillStatus describes recorded billing processing, not paid/unpaid debt. RefNo is an entry reference, NOT a proven invoice number. Invoice is exposed only for CR as its receipt invoice reference. Final-billed invoice/WBS/period, credit memo, native invoice section and additional book references remain distinct. No join to AR or invoice headers is invented. Unknown type/subtype/status codes retain Code plus their value. Blank subtype is not guessed as a regular transaction. History/SkipGL rows are not silently removed.
Current organization name uses Organization.Org. Org is NOT inferred as an owning company. LinkCompany/LinkWBS are intercompany counterparts, never the owning company or selected work. The current work button rereads the complete ledger key, checks the saved nullable WBS/Org/type/reference context, then joins PR using all three exact WBS fields. NULL and blank references are not coerced into an unrelated root. Changed/deleted parent context or missing exact PR record gives no child: refresh the parent and verify access. The root transaction remains visible without enrichment. Current work names, organization, team, dates, estimated percentages and notes are not historical posting snapshots. No current-client, billing-currency or payroll join is used. SQL collation/trailing-space behavior must be verified in the real installation; SQLite adapter tests do not certify these semantics.
Physical columns/types/nullability/keys use the official Vantagepoint 2025.1 dictionary. Supplementary work meanings use separate official 7.2 project help, not a same-edition compatibility guarantee. Only an administrator-authorized on-premises SQL Server database and dedicated least-privilege SELECT account are supported here. Confirm database, default schema, projected columns, full keys, confidential project and company scope and timing. Default-schema object-identity guards refuse mismatched resolution; empty results may mean missing metadata or a guard failure. Direct SQL does NOT inherit ERP roles, active-company or confidentiality controls. Opening filters and context tokens are NOT access-control boundaries. Perform the real Cifru compatibility/read test and inspect a real preview before use. No sa/sysadmin, writes, DDL, administrative actions or direct Deltek Cloud SQL access are promised.
Not tested on a real ERP or SQL Server. Documentary and synthetic query/native DEMO checks do not prove installed compatibility. No credentials, server address, business rows, executable code or vendor documents in the package. Unofficial and not affiliated with Deltek.
Physical dictionary: https://help.deltek.com/product/Vantagepoint/2025.1/DataDictionary/index.htm
Current work context (7.2): https://help.deltek.com/Product/Vantagepoint/7.2/ut_tf_projects.html
Screenshots
What this package creates
1 Home1 Details2 lists1 sources to map
- Home: Invoice and receipt postings
- Details: Current work record
- Sub-button: Current work record
Sources are mapped locally and verified before applying.
Custom queriesPRO2 SQL
Custom queries are a PRO feature. Cifru repeats read-only validation against the local source before execution.
Statically verified read-only
$.components.workspaceSelection.datasets.0.sqlQuerySELECT CONCAT(a.Period,N':',a.PostSeq,N':',DATALENGTH(a.PKey),N':',a.PKey) AS LedgerRowKey, a.Period AS LedgerPeriod, a.PostSeq AS LedgerPostSeq, a.PKey AS LedgerPKey, CONCAT(CASE WHEN a.WBS1 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS1),N':',a.WBS1,N';') END,CASE WHEN a.WBS2 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS2),N':',a.WBS2,N';') END,CASE WHEN a.WBS3 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS3),N':',a.WBS3,N';') END,CASE WHEN a.Org IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.Org),N':',a.Org,N';') END,CASE WHEN a.TransType IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.TransType),N':',a.TransType,N';') END,CASE WHEN a.RefNo IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.RefNo),N':',a.RefNo,N';') END) AS ContextToken, a.RefNo AS EntryReference, CASE a.TransType WHEN N'IN' THEN N'Invoice posting' WHEN N'CR' THEN N'Cash receipt posting' ELSE CASE WHEN a.TransType IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(a.TransType)) END END AS TransactionType, CASE WHEN NULLIF(LTRIM(RTRIM(a.SubType)),N'') IS NULL THEN NULL WHEN a.TransType=N'CR' AND a.SubType=N'R' THEN N'Retainage' WHEN a.TransType=N'CR' AND a.SubType=N'T' THEN N'Tax / VAT line' WHEN a.TransType=N'CR' AND a.SubType=N'X' THEN N'Conversion adjustment' WHEN a.TransType=N'IN' AND a.SubType=N'I' THEN N'Interest' WHEN a.TransType=N'IN' AND a.SubType=N'R' THEN N'Retainage' WHEN a.TransType=N'IN' AND a.SubType=N'X' THEN N'Conversion adjustment' ELSE CONCAT(N'Code ',a.SubType) END AS TransactionSubtype, a.TransDate AS TransDate, a.TransactionAmount AS TransactionAmount, a.TransactionCurrencyCode AS TransactionCurrencyCode, a.Desc1 AS Desc1, a.Desc2 AS Desc2, a.Org AS Org, o.Name AS OrganizationName, a.Account AS Account, a.WBS1 AS WBS1, a.WBS2 AS WBS2, a.WBS3 AS WBS3, CASE WHEN p.WBS1 IS NULL THEN N'No exact current work record' ELSE N'Current work record available' END AS WorkContext, CASE WHEN a.TransType=N'CR' THEN a.Invoice ELSE NULL END AS ReceiptInvoiceReference, a.CreditMemoRefNo AS CreditMemoRefNo, CASE a.BillStatus WHEN N'B' THEN N'To be billed' WHEN N'W' THEN N'To be written off' WHEN N'H' THEN N'Held' WHEN N'F' THEN N'Final billed' WHEN N'X' THEN N'Written off' WHEN N'T' THEN N'Transferred' WHEN N'I' THEN N'Inserted' WHEN N'M' THEN N'Modified' WHEN N'D' THEN N'To be deleted' WHEN N'N' THEN N'Not billable' WHEN N'O' THEN N'Deleted' WHEN N'R' THEN N'Partial hold / released' ELSE CASE WHEN a.BillStatus IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(a.BillStatus)) END END AS BillStatus, a.BilledInvoice AS BilledInvoice, a.BilledPeriod AS BilledPeriod, a.BilledWBS1 AS BilledWBS1, a.BilledWBS2 AS BilledWBS2, a.BilledWBS3 AS BilledWBS3, a.InvoiceSection AS InvoiceSection, a.BookCode AS BookCode, a.LinkCompany AS LinkCompany, a.LinkWBS1 AS LinkWBS1, a.LinkWBS2 AS LinkWBS2, a.LinkWBS3 AS LinkWBS3 FROM LedgerAR a LEFT JOIN PR p ON p.WBS1=a.WBS1 AND p.WBS2=a.WBS2 AND p.WBS3=a.WBS3 LEFT JOIN Organization o ON o.Org=a.Org WHERE SCHEMA_NAME() NOT IN (N'guest',N'sys',N'INFORMATION_SCHEMA') AND OBJECT_ID(N'LedgerAR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.LedgerAR',N'U') AND OBJECT_ID(N'Organization',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.Organization',N'U') AND OBJECT_ID(N'PR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.PR',N'U') AND OBJECT_ID(N'EMMain',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.EMMain',N'U')
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.1.sqlQuerySELECT CONCAT(a.Period,N':',a.PostSeq,N':',DATALENGTH(a.PKey),N':',a.PKey) AS LedgerRowKey, a.Period AS LedgerPeriod, a.PostSeq AS LedgerPostSeq, a.PKey AS LedgerPKey, CONCAT(CASE WHEN a.WBS1 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS1),N':',a.WBS1,N';') END,CASE WHEN a.WBS2 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS2),N':',a.WBS2,N';') END,CASE WHEN a.WBS3 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS3),N':',a.WBS3,N';') END,CASE WHEN a.Org IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.Org),N':',a.Org,N';') END,CASE WHEN a.TransType IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.TransType),N':',a.TransType,N';') END,CASE WHEN a.RefNo IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.RefNo),N':',a.RefNo,N';') END) AS ContextToken, p.Name AS Name, p.WBS1 AS WBS1, CASE p.Status WHEN N'A' THEN N'Active' WHEN N'I' THEN N'Inactive' WHEN N'D' THEN N'Dormant' ELSE CASE WHEN p.Status IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(p.Status)) END END AS Status, CASE p.ChargeType WHEN N'R' THEN N'Regular' WHEN N'H' THEN N'Overhead' WHEN N'P' THEN N'Promotional' ELSE CASE WHEN p.ChargeType IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(p.ChargeType)) END END AS ChargeType, p.Org AS Org, NULLIF(LTRIM(RTRIM(CONCAT(pm.FirstName,N' ',pm.LastName))),N'') AS ProjMgrName, NULLIF(LTRIM(RTRIM(CONCAT(su.FirstName,N' ',su.LastName))),N'') AS SupervisorName, p.EstStartDate AS EstStartDate, p.EstCompletionDate AS EstCompletionDate, p.ActCompletionDate AS ActCompletionDate, p.PctComp AS PctComp, p.LabPctComp AS LabPctComp, p.ExpPctComp AS ExpPctComp, p.LongName AS LongName, p.Description AS Description, p.Memo AS Memo, p.WBS2 AS WBS2, p.WBS3 AS WBS3, NULLIF(LTRIM(RTRIM(CONCAT(pi.FirstName,N' ',pi.LastName))),N'') AS PrincipalName, p.ContractDate AS ContractDate FROM LedgerAR a INNER JOIN PR p ON p.WBS1=a.WBS1 AND p.WBS2=a.WBS2 AND p.WBS3=a.WBS3 LEFT JOIN EMMain pm ON pm.Employee=p.ProjMgr LEFT JOIN EMMain su ON su.Employee=p.Supervisor LEFT JOIN EMMain pi ON pi.Employee=p.Principal WHERE a.Period=:period AND a.PostSeq=:post_seq AND a.PKey=:row_id AND CONCAT(CASE WHEN a.WBS1 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS1),N':',a.WBS1,N';') END,CASE WHEN a.WBS2 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS2),N':',a.WBS2,N';') END,CASE WHEN a.WBS3 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS3),N':',a.WBS3,N';') END,CASE WHEN a.Org IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.Org),N':',a.Org,N';') END,CASE WHEN a.TransType IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.TransType),N':',a.TransType,N';') END,CASE WHEN a.RefNo IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.RefNo),N':',a.RefNo,N';') END)=:context AND SCHEMA_NAME() NOT IN (N'guest',N'sys',N'INFORMATION_SCHEMA') AND OBJECT_ID(N'LedgerAR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.LedgerAR',N'U') AND OBJECT_ID(N'Organization',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.Organization',N'U') AND OBJECT_ID(N'PR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.PR',N'U') AND OBJECT_ID(N'EMMain',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.EMMain',N'U')
static read-only checks passed
View the JSON being importedcollapsed by default
{
"components": {
"sourceSlots": [
{
"displayName": "Vantagepoint — authorised SQL Server database",
"id": "DA536B54-6251-5B87-8C85-4C0FF27E8C6D",
"kind": "sqlServer",
"requiredObjects": [
"LedgerAR",
"Organization",
"PR",
"EMMain"
],
"requiresCustomSQL": true
}
],
"workspaceSelection": {
"commonFields": [],
"datasets": [
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "descending",
"id": "3D7F678F-6D1F-5A76-A8DA-DB288A4F4BF9",
"key": "TransDate",
"type": "date"
},
{
"direction": "ascending",
"id": "CFAD91CA-31CC-5C47-8012-8BCC7367C815",
"key": "LedgerRowKey",
"type": "text"
}
],
"id": "63E936A2-7518-5306-BB86-E82A49D01CCE",
"mappings": [
{
"commonFieldKey": "",
"key": "ContextToken",
"label": "Internal ContextToken",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "ContextToken",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerPKey",
"label": "Internal LedgerPKey",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerPKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerPeriod",
"label": "Internal LedgerPeriod",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerPeriod",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerPostSeq",
"label": "Internal LedgerPostSeq",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerPostSeq",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerRowKey",
"label": "Internal LedgerRowKey",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerRowKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "EntryReference",
"label": "Entry reference",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "EntryReference",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TransactionType",
"label": "Transaction type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TransactionType",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "TransactionSubtype",
"label": "Transaction subtype",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TransactionSubtype",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TransDate",
"label": "Transaction date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TransDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "TransactionAmount",
"label": "Recorded transaction amount",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TransactionAmount",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "TransactionCurrencyCode",
"label": "Transaction currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TransactionCurrencyCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "Desc1",
"label": "Description",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Desc1",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "Desc2",
"label": "Additional description",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Desc2",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Org",
"label": "Transaction organization code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Org",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "OrganizationName",
"label": "Current organization name",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "OrganizationName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Account",
"label": "Account code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Account",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "WBS1",
"label": "Transaction project",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "WBS1",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "WBS2",
"label": "Transaction phase",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "WBS2",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "WBS3",
"label": "Transaction task",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "WBS3",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "WorkContext",
"label": "Current work lookup",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "WorkContext",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "ReceiptInvoiceReference",
"label": "Receipt invoice reference — CR only",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "ReceiptInvoiceReference",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CreditMemoRefNo",
"label": "Credit memo reference",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "CreditMemoRefNo",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BillStatus",
"label": "Recorded billing status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "BillStatus",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BilledInvoice",
"label": "Final-billed invoice reference",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "BilledInvoice",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BilledPeriod",
"label": "Final-billed fiscal period",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "BilledPeriod",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BilledWBS1",
"label": "Final-billed project",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "BilledWBS1",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BilledWBS2",
"label": "Final-billed phase",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "BilledWBS2",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BilledWBS3",
"label": "Final-billed task",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "BilledWBS3",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "InvoiceSection",
"label": "Native invoice section code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "InvoiceSection",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BookCode",
"label": "Additional book code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "BookCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LinkCompany",
"label": "Intercompany counterpart code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LinkCompany",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LinkWBS1",
"label": "Intercompany counterpart project",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LinkWBS1",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LinkWBS2",
"label": "Intercompany counterpart phase",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LinkWBS2",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LinkWBS3",
"label": "Intercompany counterpart task",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LinkWBS3",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 1000,
"name": "Invoice and receipt postings",
"primaryKey": "LedgerRowKey",
"queryParameters": [],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"EntryReference",
"TransactionType",
"TransactionSubtype",
"TransDate",
"TransactionAmount",
"TransactionCurrencyCode",
"Desc1",
"Desc2",
"Org",
"OrganizationName",
"Account",
"WBS1",
"WBS2",
"WBS3",
"WorkContext",
"ReceiptInvoiceReference",
"CreditMemoRefNo",
"BillStatus",
"BilledInvoice",
"BilledPeriod",
"BilledWBS1",
"BilledWBS2",
"BilledWBS3",
"InvoiceSection",
"BookCode",
"LinkCompany",
"LinkWBS1",
"LinkWBS2",
"LinkWBS3"
],
"sourceID": "DA536B54-6251-5B87-8C85-4C0FF27E8C6D",
"sqlQuery": "SELECT CONCAT(a.Period,N':',a.PostSeq,N':',DATALENGTH(a.PKey),N':',a.PKey) AS LedgerRowKey, a.Period AS LedgerPeriod, a.PostSeq AS LedgerPostSeq, a.PKey AS LedgerPKey, CONCAT(CASE WHEN a.WBS1 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS1),N':',a.WBS1,N';') END,CASE WHEN a.WBS2 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS2),N':',a.WBS2,N';') END,CASE WHEN a.WBS3 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS3),N':',a.WBS3,N';') END,CASE WHEN a.Org IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.Org),N':',a.Org,N';') END,CASE WHEN a.TransType IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.TransType),N':',a.TransType,N';') END,CASE WHEN a.RefNo IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.RefNo),N':',a.RefNo,N';') END) AS ContextToken, a.RefNo AS EntryReference, CASE a.TransType WHEN N'IN' THEN N'Invoice posting' WHEN N'CR' THEN N'Cash receipt posting' ELSE CASE WHEN a.TransType IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(a.TransType)) END END AS TransactionType, CASE WHEN NULLIF(LTRIM(RTRIM(a.SubType)),N'') IS NULL THEN NULL WHEN a.TransType=N'CR' AND a.SubType=N'R' THEN N'Retainage' WHEN a.TransType=N'CR' AND a.SubType=N'T' THEN N'Tax / VAT line' WHEN a.TransType=N'CR' AND a.SubType=N'X' THEN N'Conversion adjustment' WHEN a.TransType=N'IN' AND a.SubType=N'I' THEN N'Interest' WHEN a.TransType=N'IN' AND a.SubType=N'R' THEN N'Retainage' WHEN a.TransType=N'IN' AND a.SubType=N'X' THEN N'Conversion adjustment' ELSE CONCAT(N'Code ',a.SubType) END AS TransactionSubtype, a.TransDate AS TransDate, a.TransactionAmount AS TransactionAmount, a.TransactionCurrencyCode AS TransactionCurrencyCode, a.Desc1 AS Desc1, a.Desc2 AS Desc2, a.Org AS Org, o.Name AS OrganizationName, a.Account AS Account, a.WBS1 AS WBS1, a.WBS2 AS WBS2, a.WBS3 AS WBS3, CASE WHEN p.WBS1 IS NULL THEN N'No exact current work record' ELSE N'Current work record available' END AS WorkContext, CASE WHEN a.TransType=N'CR' THEN a.Invoice ELSE NULL END AS ReceiptInvoiceReference, a.CreditMemoRefNo AS CreditMemoRefNo, CASE a.BillStatus WHEN N'B' THEN N'To be billed' WHEN N'W' THEN N'To be written off' WHEN N'H' THEN N'Held' WHEN N'F' THEN N'Final billed' WHEN N'X' THEN N'Written off' WHEN N'T' THEN N'Transferred' WHEN N'I' THEN N'Inserted' WHEN N'M' THEN N'Modified' WHEN N'D' THEN N'To be deleted' WHEN N'N' THEN N'Not billable' WHEN N'O' THEN N'Deleted' WHEN N'R' THEN N'Partial hold / released' ELSE CASE WHEN a.BillStatus IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(a.BillStatus)) END END AS BillStatus, a.BilledInvoice AS BilledInvoice, a.BilledPeriod AS BilledPeriod, a.BilledWBS1 AS BilledWBS1, a.BilledWBS2 AS BilledWBS2, a.BilledWBS3 AS BilledWBS3, a.InvoiceSection AS InvoiceSection, a.BookCode AS BookCode, a.LinkCompany AS LinkCompany, a.LinkWBS1 AS LinkWBS1, a.LinkWBS2 AS LinkWBS2, a.LinkWBS3 AS LinkWBS3 FROM LedgerAR a LEFT JOIN PR p ON p.WBS1=a.WBS1 AND p.WBS2=a.WBS2 AND p.WBS3=a.WBS3 LEFT JOIN Organization o ON o.Org=a.Org WHERE SCHEMA_NAME() NOT IN (N'guest',N'sys',N'INFORMATION_SCHEMA') AND OBJECT_ID(N'LedgerAR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.LedgerAR',N'U') AND OBJECT_ID(N'Organization',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.Organization',N'U') AND OBJECT_ID(N'PR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.PR',N'U') AND OBJECT_ID(N'EMMain',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.EMMain',N'U')",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "ascending",
"id": "CFAD91CA-31CC-5C47-8012-8BCC7367C815",
"key": "LedgerRowKey",
"type": "text"
}
],
"id": "F60336BE-ED4E-5503-B359-34C86F182192",
"mappings": [
{
"commonFieldKey": "",
"key": "ContextToken",
"label": "Internal ContextToken",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "ContextToken",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerPKey",
"label": "Internal LedgerPKey",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerPKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerPeriod",
"label": "Internal LedgerPeriod",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerPeriod",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerPostSeq",
"label": "Internal LedgerPostSeq",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerPostSeq",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LedgerRowKey",
"label": "Internal LedgerRowKey",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LedgerRowKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Name",
"label": "Name",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Name",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "WBS1",
"label": "Project number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "WBS1",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "Status",
"label": "Status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Status",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "ChargeType",
"label": "Charge type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "ChargeType",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "Org",
"label": "Organization code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Org",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "ProjMgrName",
"label": "Project manager",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "ProjMgrName",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "SupervisorName",
"label": "Supervisor",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "SupervisorName",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "EstStartDate",
"label": "Estimated start",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "EstStartDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "EstCompletionDate",
"label": "Estimated completion",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "EstCompletionDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "ActCompletionDate",
"label": "Actual completion",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ActCompletionDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "PctComp",
"label": "Estimated complete (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "PctComp",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "LabPctComp",
"label": "Estimated labor complete (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LabPctComp",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ExpPctComp",
"label": "Estimated expense complete (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ExpPctComp",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LongName",
"label": "Long name",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "LongName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Description",
"label": "Description",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Description",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Memo",
"label": "Notes",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Memo",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "WBS2",
"label": "Phase number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "WBS2",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "WBS3",
"label": "Task number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "WBS3",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "PrincipalName",
"label": "Principal",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "PrincipalName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ContractDate",
"label": "Contract award date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ContractDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 1000,
"name": "Current work record",
"primaryKey": "LedgerRowKey",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "LedgerPeriod",
"id": "9DF74AAD-A739-5E28-8815-CCBBAFDA705B",
"name": "period",
"source": "parentField",
"type": "number"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "LedgerPostSeq",
"id": "0D5C7DCE-D42D-5C11-B789-C72FD65A8D34",
"name": "post_seq",
"source": "parentField",
"type": "number"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "LedgerPKey",
"id": "22A2862E-FF17-5ED3-BAD6-E113505A7E00",
"name": "row_id",
"source": "parentField",
"type": "text"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "ContextToken",
"id": "9F839489-8EB5-5F3C-8D39-699940500E34",
"name": "context",
"source": "parentField",
"type": "text"
}
],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"Name",
"WBS1",
"Status",
"ChargeType",
"Org",
"ProjMgrName",
"SupervisorName",
"EstStartDate",
"EstCompletionDate",
"ActCompletionDate",
"PctComp",
"LabPctComp",
"ExpPctComp",
"LongName",
"Description",
"Memo",
"WBS2",
"WBS3",
"PrincipalName",
"ContractDate"
],
"sourceID": "DA536B54-6251-5B87-8C85-4C0FF27E8C6D",
"sqlQuery": "SELECT CONCAT(a.Period,N':',a.PostSeq,N':',DATALENGTH(a.PKey),N':',a.PKey) AS LedgerRowKey, a.Period AS LedgerPeriod, a.PostSeq AS LedgerPostSeq, a.PKey AS LedgerPKey, CONCAT(CASE WHEN a.WBS1 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS1),N':',a.WBS1,N';') END,CASE WHEN a.WBS2 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS2),N':',a.WBS2,N';') END,CASE WHEN a.WBS3 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS3),N':',a.WBS3,N';') END,CASE WHEN a.Org IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.Org),N':',a.Org,N';') END,CASE WHEN a.TransType IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.TransType),N':',a.TransType,N';') END,CASE WHEN a.RefNo IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.RefNo),N':',a.RefNo,N';') END) AS ContextToken, p.Name AS Name, p.WBS1 AS WBS1, CASE p.Status WHEN N'A' THEN N'Active' WHEN N'I' THEN N'Inactive' WHEN N'D' THEN N'Dormant' ELSE CASE WHEN p.Status IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(p.Status)) END END AS Status, CASE p.ChargeType WHEN N'R' THEN N'Regular' WHEN N'H' THEN N'Overhead' WHEN N'P' THEN N'Promotional' ELSE CASE WHEN p.ChargeType IS NULL THEN N'' ELSE CONCAT(N'Code ',RTRIM(p.ChargeType)) END END AS ChargeType, p.Org AS Org, NULLIF(LTRIM(RTRIM(CONCAT(pm.FirstName,N' ',pm.LastName))),N'') AS ProjMgrName, NULLIF(LTRIM(RTRIM(CONCAT(su.FirstName,N' ',su.LastName))),N'') AS SupervisorName, p.EstStartDate AS EstStartDate, p.EstCompletionDate AS EstCompletionDate, p.ActCompletionDate AS ActCompletionDate, p.PctComp AS PctComp, p.LabPctComp AS LabPctComp, p.ExpPctComp AS ExpPctComp, p.LongName AS LongName, p.Description AS Description, p.Memo AS Memo, p.WBS2 AS WBS2, p.WBS3 AS WBS3, NULLIF(LTRIM(RTRIM(CONCAT(pi.FirstName,N' ',pi.LastName))),N'') AS PrincipalName, p.ContractDate AS ContractDate FROM LedgerAR a INNER JOIN PR p ON p.WBS1=a.WBS1 AND p.WBS2=a.WBS2 AND p.WBS3=a.WBS3 LEFT JOIN EMMain pm ON pm.Employee=p.ProjMgr LEFT JOIN EMMain su ON su.Employee=p.Supervisor LEFT JOIN EMMain pi ON pi.Employee=p.Principal WHERE a.Period=:period AND a.PostSeq=:post_seq AND a.PKey=:row_id AND CONCAT(CASE WHEN a.WBS1 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS1),N':',a.WBS1,N';') END,CASE WHEN a.WBS2 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS2),N':',a.WBS2,N';') END,CASE WHEN a.WBS3 IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.WBS3),N':',a.WBS3,N';') END,CASE WHEN a.Org IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.Org),N':',a.Org,N';') END,CASE WHEN a.TransType IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.TransType),N':',a.TransType,N';') END,CASE WHEN a.RefNo IS NULL THEN N'N;' ELSE CONCAT(N'V',DATALENGTH(a.RefNo),N':',a.RefNo,N';') END)=:context AND SCHEMA_NAME() NOT IN (N'guest',N'sys',N'INFORMATION_SCHEMA') AND OBJECT_ID(N'LedgerAR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.LedgerAR',N'U') AND OBJECT_ID(N'Organization',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.Organization',N'U') AND OBJECT_ID(N'PR',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.PR',N'U') AND OBJECT_ID(N'EMMain',N'U')=OBJECT_ID(QUOTENAME(SCHEMA_NAME())+N'.EMMain',N'U')",
"tableName": ""
}
],
"pages": [
{
"actions": [
{
"id": "FC771BF1-37DF-5AB0-BB10-4B8C90AA89C8",
"kind": "showRelated",
"relatedInitiallyExpanded": false,
"relatedPresentation": "separate",
"relatedPreviewLimit": 12,
"relatedRowStyle": "cards",
"relatedShowsCount": true,
"relationID": "C2237C05-B3EE-5465-982E-6F70A05E3683",
"systemImage": "list.bullet.rectangle",
"targetDatasetID": "F60336BE-ED4E-5503-B359-34C86F182192",
"title": "Current work record",
"urlKey": ""
}
],
"badgeKey": "",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "TransactionType",
"label": "Transaction type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "TransDate",
"label": "Transaction date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "TransactionAmount",
"label": "Recorded transaction amount",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "TransactionCurrencyCode",
"label": "Transaction currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Org",
"label": "Transaction organization code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "WBS1",
"label": "Transaction project",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "WBS2",
"label": "Transaction phase",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "WBS3",
"label": "Transaction task",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Desc1",
"label": "Description",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "WorkContext",
"label": "Current work lookup",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
}
],
"datasetID": "63E936A2-7518-5306-BB86-E82A49D01CCE",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "EntryReference",
"label": "Entry reference",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "TransactionType",
"label": "Transaction type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "TransactionSubtype",
"label": "Transaction subtype",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "TransDate",
"label": "Transaction date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "TransactionAmount",
"label": "Recorded transaction amount",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "TransactionCurrencyCode",
"label": "Transaction currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "Desc1",
"label": "Description",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "Desc2",
"label": "Additional description",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "Account",
"label": "Account code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "Org",
"label": "Transaction organization code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Transaction — not an invoice header",
"detailRole": "information",
"isVisible": true,
"key": "OrganizationName",
"label": "Current organization name",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Recorded work references",
"detailRole": "information",
"isVisible": true,
"key": "WBS1",
"label": "Transaction project",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Recorded work references",
"detailRole": "information",
"isVisible": true,
"key": "WBS2",
"label": "Transaction phase",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Recorded work references",
"detailRole": "information",
"isVisible": true,
"key": "WBS3",
"label": "Transaction task",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Recorded work references",
"detailRole": "information",
"isVisible": true,
"key": "WorkContext",
"label": "Current work lookup",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "ReceiptInvoiceReference",
"label": "Receipt invoice reference — CR only",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "CreditMemoRefNo",
"label": "Credit memo reference",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "BillStatus",
"label": "Recorded billing status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "BilledInvoice",
"label": "Final-billed invoice reference",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "BilledPeriod",
"label": "Final-billed fiscal period",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "BilledWBS1",
"label": "Final-billed project",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "BilledWBS2",
"label": "Final-billed phase",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "BilledWBS3",
"label": "Final-billed task",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "InvoiceSection",
"label": "Native invoice section code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Billing references — not balances",
"detailRole": "information",
"isVisible": true,
"key": "BookCode",
"label": "Additional book code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Intercompany counterpart — not owning company",
"detailRole": "information",
"isVisible": true,
"key": "LinkCompany",
"label": "Intercompany counterpart code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Intercompany counterpart — not owning company",
"detailRole": "information",
"isVisible": true,
"key": "LinkWBS1",
"label": "Intercompany counterpart project",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Intercompany counterpart — not owning company",
"detailRole": "information",
"isVisible": true,
"key": "LinkWBS2",
"label": "Intercompany counterpart phase",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Intercompany counterpart — not owning company",
"detailRole": "information",
"isVisible": true,
"key": "LinkWBS3",
"label": "Intercompany counterpart task",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "7E8A45EF-D0D5-543C-AA14-750D2DDED1C9",
"openFilters": [
{
"datePeriodOptions": [
"today",
"currentMonth",
"last7Days",
"last30Days",
"last90Days"
],
"id": "1F99DF2C-44B0-5464-8DFA-020F9240F717",
"includeAllOption": false,
"key": "TransDate",
"title": "Transaction period",
"type": "date"
},
{
"id": "7D39A33A-BC7F-5400-8EAA-E5DCAC239F0D",
"includeAllOption": false,
"key": "Org",
"title": "Transaction organization",
"type": "text"
},
{
"id": "997606B6-9BA6-5CA2-9BE0-05B269ED9AD2",
"includeAllOption": true,
"key": "TransactionType",
"title": "Transaction type",
"type": "text"
}
],
"pageSize": 100,
"requiresOpeningFilterSelection": true,
"showOnHome": true,
"sortRules": [
{
"direction": "descending",
"id": "3D7F678F-6D1F-5A76-A8DA-DB288A4F4BF9",
"key": "TransDate",
"type": "date"
},
{
"direction": "ascending",
"id": "CFAD91CA-31CC-5C47-8012-8BCC7367C815",
"key": "LedgerRowKey",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "TransactionType",
"systemImage": "doc.text",
"title": "Invoice and receipt postings",
"titleKey": "EntryReference"
},
{
"actions": [],
"badgeKey": "",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "WBS1",
"label": "Project number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "WBS2",
"label": "Phase number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "WBS3",
"label": "Task number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Status",
"label": "Status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "ChargeType",
"label": "Charge type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Org",
"label": "Organization code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "ProjMgrName",
"label": "Project manager",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "SupervisorName",
"label": "Supervisor",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "EstCompletionDate",
"label": "Estimated completion",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "PctComp",
"label": "Estimated complete (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "F60336BE-ED4E-5503-B359-34C86F182192",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "Name",
"label": "Name",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "WBS1",
"label": "Project number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "WBS2",
"label": "Phase number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "WBS3",
"label": "Task number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "Status",
"label": "Status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "ChargeType",
"label": "Charge type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "Org",
"label": "Organization code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "ProjMgrName",
"label": "Project manager",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "SupervisorName",
"label": "Supervisor",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current work and team",
"detailRole": "information",
"isVisible": true,
"key": "PrincipalName",
"label": "Principal",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current dates and estimated progress",
"detailRole": "information",
"isVisible": true,
"key": "EstStartDate",
"label": "Estimated start",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Current dates and estimated progress",
"detailRole": "information",
"isVisible": true,
"key": "EstCompletionDate",
"label": "Estimated completion",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Current dates and estimated progress",
"detailRole": "information",
"isVisible": true,
"key": "ActCompletionDate",
"label": "Actual completion",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Current dates and estimated progress",
"detailRole": "information",
"isVisible": true,
"key": "ContractDate",
"label": "Contract award date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Current dates and estimated progress",
"detailRole": "information",
"isVisible": true,
"key": "PctComp",
"label": "Estimated complete (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Current dates and estimated progress",
"detailRole": "information",
"isVisible": true,
"key": "LabPctComp",
"label": "Estimated labor complete (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Current dates and estimated progress",
"detailRole": "information",
"isVisible": true,
"key": "ExpPctComp",
"label": "Estimated expense complete (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Current context",
"detailRole": "information",
"isVisible": true,
"key": "LongName",
"label": "Long name",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current context",
"detailRole": "information",
"isVisible": true,
"key": "Description",
"label": "Description",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Current context",
"detailRole": "information",
"isVisible": true,
"key": "Memo",
"label": "Notes",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "EC00290D-1E12-51EF-A4A5-3CD87D63B2DE",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "ascending",
"id": "CFAD91CA-31CC-5C47-8012-8BCC7367C815",
"key": "LedgerRowKey",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "WBS1",
"systemImage": "doc.text",
"title": "Current work record",
"titleKey": "Name"
}
],
"relations": [
{
"childDatasetID": "F60336BE-ED4E-5503-B359-34C86F182192",
"childKey": "LedgerRowKey",
"id": "C2237C05-B3EE-5465-982E-6F70A05E3683",
"name": "Current work record",
"parentDatasetID": "63E936A2-7518-5306-BB86-E82A49D01CCE",
"parentKey": "LedgerRowKey"
}
],
"widgets": []
}
},
"format": "cifru-configuration-package",
"formatVersion": 1,
"manifest": {
"applicationName": "Deltek Vantagepoint",
"configurationLanguages": [
"en"
],
"countries": [
"US"
],
"createdAt": "2026-10-10T00:00:00Z",
"description": "UNOFFICIAL — NOT VALIDATED ON A REAL ERP INSTALLATION. For finance teams and project managers: choose a transaction period and organization, find invoice or cash-receipt postings, inspect the recorded amount/currency, account, work references and billing references. Open the exact current project, phase or task record on demand for its team, dates, estimated progress and notes. \n\nWhy Cifru? Adapt configurations to the way you work. Choose the fields, filters and details you need, and bring information to your phone that may not be available in your business software’s own mobile app. Available options depend on the data exposed by your authorized source and your Cifru plan.\n\nPro: one SQL Server source, two lists, one relation; 29 transaction values and 20 current work values in grouped Details. Technical period/posting/key/context transport is hidden. The complete LedgerAR Period+PostSeq+PKey identity is retained: neither entry nor invoice reference identifies a row. Each list is bounded to 1,000 rows and may be incomplete; no scheduled refresh. Opening period (inclusive start, exclusive end) and mandatory transaction organization are applied by the native connector before the row limit. Transaction type is optional. Undated transactions are excluded by a chosen period. A cap is not a server performance guarantee; inspect actual query timings and indexes. Local search/filtering applies to loaded rows only.\n\nThis is posted AR detail, NOT invoice headers, invoice product lines, receivables aging, a customer statement or a current/as-of balance. No outstanding, paid, overdue, cash-flow or cross-currency total is calculated. TransactionAmount is shown with its recorded TransactionCurrencyCode, without currency fallback, exchange conversion or sign reinterpretation. Blank currency stays unknown. BillStatus describes recorded billing processing, not paid/unpaid debt. RefNo is an entry reference, NOT a proven invoice number. Invoice is exposed only for CR as its receipt invoice reference. Final-billed invoice/WBS/period, credit memo, native invoice section and additional book references remain distinct. No join to AR or invoice headers is invented. Unknown type/subtype/status codes retain Code plus their value. Blank subtype is not guessed as a regular transaction. History/SkipGL rows are not silently removed.\n\nCurrent organization name uses Organization.Org. Org is NOT inferred as an owning company. LinkCompany/LinkWBS are intercompany counterparts, never the owning company or selected work. The current work button rereads the complete ledger key, checks the saved nullable WBS/Org/type/reference context, then joins PR using all three exact WBS fields. NULL and blank references are not coerced into an unrelated root. Changed/deleted parent context or missing exact PR record gives no child: refresh the parent and verify access. The root transaction remains visible without enrichment. Current work names, organization, team, dates, estimated percentages and notes are not historical posting snapshots. No current-client, billing-currency or payroll join is used. SQL collation/trailing-space behavior must be verified in the real installation; SQLite adapter tests do not certify these semantics.\n\nPhysical columns/types/nullability/keys use the official Vantagepoint 2025.1 dictionary. Supplementary work meanings use separate official 7.2 project help, not a same-edition compatibility guarantee. Only an administrator-authorized on-premises SQL Server database and dedicated least-privilege SELECT account are supported here. Confirm database, default schema, projected columns, full keys, confidential project and company scope and timing. Default-schema object-identity guards refuse mismatched resolution; empty results may mean missing metadata or a guard failure. Direct SQL does NOT inherit ERP roles, active-company or confidentiality controls. Opening filters and context tokens are NOT access-control boundaries. Perform the real Cifru compatibility/read test and inspect a real preview before use. No sa/sysadmin, writes, DDL, administrative actions or direct Deltek Cloud SQL access are promised.\n\nNot tested on a real ERP or SQL Server. Documentary and synthetic query/native DEMO checks do not prove installed compatibility. No credentials, server address, business rows, executable code or vendor documents in the package. Unofficial and not affiliated with Deltek.\n\nPhysical dictionary: https://help.deltek.com/product/Vantagepoint/2025.1/DataDictionary/index.htm\nCurrent work context (7.2): https://help.deltek.com/Product/Vantagepoint/7.2/ut_tf_projects.html",
"licenseCode": "Cifru-Community-1.0",
"minimumCifruVersion": "1.1.0",
"minimumPlan": "pro",
"packageID": "5F832CC8-653D-58CE-BA54-F8B8CE84B4EE",
"rootButtonCount": 1,
"summary": "Period/organization to AR postings, recorded amount/currency, billing references and on-demand current work dossiers.",
"tags": [
"Deltek Vantagepoint",
"SQL Server",
"Invoices",
"Cash receipts",
"Finance",
"Projects",
"Pro"
],
"title": "Invoice and receipt postings — current work Pro"
}
}