Customer transactions and allocation sessions — Pro
Current documents, due dates and query flags; inspect allocation sessions and their same-customer transactions on demand.
DOCUMENTARY AND SYNTHETIC VALIDATION ONLY — not tested on a real Sage 200 installation. For credit-control, finance teams and managers: choose a transaction-date period, find a current customer transaction and inspect its references, due and posting dates, recorded query flag and raw tax, discount and allocated values. Open its allocation records, see session dates, operator, kind and completion flag, then inspect the current same-customer transactions in that selected session. Invoice, credit-note, opening-balance, receipt/payment and deleted native kinds remain clearly distinguishable.
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 authorised source and your Cifru plan.
Pro: one separately authorised company SQL Server source, one Home screen, three bounded live lists/Details and two lazy sub-buttons. SELECT only, up to 2,000 rows per read and no periodic refresh. The native opening period filters main transaction dates before the row limit; it does not calculate an as-of balance. Related reads bind complete internal identities and revalidate the selected transaction, customer, allocation and session. Their dates need not fall inside the main period. Current customer names and session contents are not document-date snapshots. Missing or non-unique customer/header context does not remove the recorded transaction/allocation. Unavailable or different-customer session members retain their allocation record without exposing another customer's transaction details. Confirm all installed identity uniqueness before use.
Raw values preserve source precision as text. No currency symbol, ISO code, converted amount, invoice total, outstanding balance, aggregation, aging, paid inference or tax reconciliation is calculated. The monetary basis of TaxValue, DiscountValue, AllocatedValue and AllocationValue must be verified by the company administrator. A complete allocation session or a kind named Receipt is not evidence of bank settlement. This is current allocation-session context, not SLRevalAllocationTran history; archived transactions, allocation reversals and revaluations are not reconstructed. Human references and URN are never join keys. The legacy guide prints allocation code 9 twice; it is marked ambiguous, not silently decoded. Unknown and missing native values remain visible.
UNOFFICIAL, not affiliated with Sage. Complete selected physical labels come from the partial Sage 200 2015 database guide, November 2014, not full DDL or current-edition certification. Compatible dbo objects are an adapter prerequisite, not an observed installed owner. Verify installed owner, exact columns/types, keys, nullability, monetary basis, statuses, indexes, query plans and source timeout before import. SQL does not inherit Sage UI permissions; opening filters and row limits are not an ACL or cheap-query guarantee. Use administrator-approved least-privilege read-only access to one company. Operator names and financial records may be confidential. Not Sage 200 Standard, Evolution, Sage 300 or an API template. No credentials, server addresses or business rows in this package.
Primary physical reference: https://desktophelp.sage.co.uk/sage200/PDF/2015/Understanding%20the%20Sage%20200%202015%20Database.pdf
Functional customer enquiries (not SQL DDL): https://desktophelp.sage.co.uk/sage200/professional/Content/SL/Customer%20enquiries.htm
Sales Ledger labels: shared native type 1 is shown as Sales receipt and type 2 as Sales payment. The original guide names both purchase and sales contexts. Context warnings remain in Details rather than oversized badges. A receipt kind is not bank confirmation.
Gallery coverage: Seven complementary native Cifru Android DEMO images show the complete main card, all 37 configured useful Details positions across three selected records, and both actually opened sub-button lists. Main period selects transaction dates; current child sessions are not clipped to that period. Examples, names, documents and amounts are wholly fictional. Financial values are raw source fields, not assumed totals, balances, currencies or bank confirmation. No internal IDs or credentials are shown. Private Home/repeated-list images, R1/R2 takes and raw video are not approved gallery material. Not a real Sage, SQL Server, iOS, performance, permissions or Pro-purchase test.
Screenshots
What this package creates
1 Home2 Details3 lists1 sources to map
- Home: Customer transactions
- Details: Document allocations
- Details: Current session transactions
- Sub-button: Document allocations
- Sub-button: Current session transactions
Sources are mapped locally and verified before applying.
Custom queriesPRO3 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 t.SLPostedCustomerTranID AS TransactionKey, t.SLCustomerAccountID AS CustomerKey, t.TransactionReference AS Reference, t.SecondReference AS SecondReference, CASE t.SYSTraderTranTypeID WHEN 0 THEN N'Deleted record' WHEN 1 THEN N'Sales receipt' WHEN 2 THEN N'Sales payment' WHEN 3 THEN N'(not specified)' WHEN 4 THEN N'Invoice' WHEN 5 THEN N'Credit Note' WHEN 6 THEN N'Opening Balance Invoice' WHEN 7 THEN N'Opening Balance Credit Note' ELSE CASE WHEN t.SYSTraderTranTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',t.SYSTraderTranTypeID) END END AS Kind, t.TransactionDate AS TransactionDate, t.DueDate AS DueDate, t.PostedDate AS PostedDate, t.TaxValue AS TaxValue, t.DiscountValue AS DiscountValue, t.DiscountPercentage AS DiscountPercentage, t.DaysDiscountValid AS DiscountDays, t.AllocatedValue AS AllocatedValue, t.QueryCode AS QueryCode, c.CustomerAccountNumber AS CustomerReference, c.CustomerAccountName AS CustomerName, CASE WHEN c.SLCustomerAccountID IS NULL THEN N'Missing or non-unique current customer' ELSE N'Current customer master' END AS CustomerContext FROM dbo.SLPostedCustomerTran t LEFT JOIN dbo.SLCustomerAccount c ON c.SLCustomerAccountID=t.SLCustomerAccountID AND (SELECT COUNT(1) FROM dbo.SLCustomerAccount u WHERE u.SLCustomerAccountID=t.SLCustomerAccountID)=1 WHERE t.SLPostedCustomerTranID IS NOT NULL
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.1.sqlQuerySELECT a.SLAllocationTranID AS AllocationKey, a.SLAllocationHeaderID AS HeaderKey, t.SLPostedCustomerTranID AS OriginTransactionKey, t.SLCustomerAccountID AS CustomerKey, t.TransactionReference AS OriginReference, CASE t.SYSTraderTranTypeID WHEN 0 THEN N'Deleted record' WHEN 1 THEN N'Sales receipt' WHEN 2 THEN N'Sales payment' WHEN 3 THEN N'(not specified)' WHEN 4 THEN N'Invoice' WHEN 5 THEN N'Credit Note' WHEN 6 THEN N'Opening Balance Invoice' WHEN 7 THEN N'Opening Balance Credit Note' ELSE CASE WHEN t.SYSTraderTranTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',t.SYSTraderTranTypeID) END END AS OriginKind, a.AllocationValue AS AllocationValue, a.DateTimeCreated AS AllocationCreatedAt, h.AllocationDate AS AllocationDate, h.UserName AS AllocationOperator, CASE h.SLAllocationTypeID WHEN 0 THEN N'Manual Receipt' WHEN 1 THEN N'Write Off' WHEN 2 THEN N'Reverse Posting' WHEN 3 THEN N'Automatic Allocation' WHEN 4 THEN N'Small Values Write Off' WHEN 5 THEN N'Contra Entry' WHEN 6 THEN N'Free text Invoice' WHEN 7 THEN N'Reverse Finance Charge' WHEN 10 THEN N'Manual Payment' WHEN 9 THEN N'Ambiguous native value: 9 — verify installed meaning' ELSE CASE WHEN h.SLAllocationTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',h.SLAllocationTypeID) END END AS AllocationKind, CASE h.IsComplete WHEN 1 THEN N'Yes' WHEN 0 THEN N'No' ELSE N'Not recorded / unknown' END AS SessionComplete, CASE WHEN h.SLAllocationHeaderID IS NULL THEN N'Missing, non-unique or different-customer header' ELSE N'Current same-customer header' END AS HeaderContext FROM dbo.SLAllocationTran a INNER JOIN dbo.SLPostedCustomerTran t ON t.SLPostedCustomerTranID=a.SLPostedCustomerTranID LEFT JOIN dbo.SLAllocationHeader h ON h.SLAllocationHeaderID=a.SLAllocationHeaderID AND h.SLCustomerAccountID=t.SLCustomerAccountID AND (SELECT COUNT(1) FROM dbo.SLAllocationHeader j WHERE j.SLAllocationHeaderID=a.SLAllocationHeaderID)=1 WHERE a.SLAllocationTranID IS NOT NULL AND t.SLPostedCustomerTranID=:transaction AND t.SLCustomerAccountID=:customer AND (SELECT COUNT(1) FROM dbo.SLPostedCustomerTran x WHERE x.SLPostedCustomerTranID=t.SLPostedCustomerTranID)=1
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.2.sqlQuerySELECT CONCAT(LEN(CONCAT(o.SLAllocationTranID)), N':', o.SLAllocationTranID, N':', a.SLAllocationTranID) AS SessionLineKey, a.SLAllocationTranID AS AllocationKey, o.SLAllocationTranID AS OriginAllocationKey, h.SLAllocationHeaderID AS HeaderKey, p.SLPostedCustomerTranID AS OriginTransactionKey, p.SLCustomerAccountID AS CustomerKey, t.TransactionReference AS Reference, t.SecondReference AS SecondReference, CASE t.SYSTraderTranTypeID WHEN 0 THEN N'Deleted record' WHEN 1 THEN N'Sales receipt' WHEN 2 THEN N'Sales payment' WHEN 3 THEN N'(not specified)' WHEN 4 THEN N'Invoice' WHEN 5 THEN N'Credit Note' WHEN 6 THEN N'Opening Balance Invoice' WHEN 7 THEN N'Opening Balance Credit Note' ELSE CASE WHEN t.SYSTraderTranTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',t.SYSTraderTranTypeID) END END AS Kind, t.TransactionDate AS TransactionDate, t.DueDate AS DueDate, t.PostedDate AS PostedDate, t.QueryCode AS QueryCode, a.AllocationValue AS AllocationValue, a.DateTimeCreated AS AllocationCreatedAt, h.AllocationDate AS AllocationDate, p.TransactionReference AS OriginReference, CASE WHEN t.SLPostedCustomerTranID IS NULL THEN N'Missing, non-unique or different-customer transaction' ELSE N'Current same-customer transaction' END AS TransactionContext, N'Current session records — not allocation history' AS HeaderContext FROM dbo.SLAllocationTran a INNER JOIN dbo.SLAllocationHeader h ON h.SLAllocationHeaderID=a.SLAllocationHeaderID INNER JOIN dbo.SLAllocationTran o ON o.SLAllocationHeaderID=h.SLAllocationHeaderID INNER JOIN dbo.SLPostedCustomerTran p ON p.SLPostedCustomerTranID=o.SLPostedCustomerTranID LEFT JOIN dbo.SLPostedCustomerTran t ON t.SLPostedCustomerTranID=a.SLPostedCustomerTranID AND t.SLCustomerAccountID=p.SLCustomerAccountID AND (SELECT COUNT(1) FROM dbo.SLPostedCustomerTran x WHERE x.SLPostedCustomerTranID=a.SLPostedCustomerTranID)=1 WHERE h.SLAllocationHeaderID=:header AND o.SLAllocationTranID=:allocation AND p.SLPostedCustomerTranID=:transaction AND p.SLCustomerAccountID=:customer AND h.SLCustomerAccountID=p.SLCustomerAccountID AND a.SLAllocationTranID IS NOT NULL AND (SELECT COUNT(1) FROM dbo.SLAllocationHeader j WHERE j.SLAllocationHeaderID=h.SLAllocationHeaderID)=1 AND (SELECT COUNT(1) FROM dbo.SLAllocationTran z WHERE z.SLAllocationTranID=o.SLAllocationTranID)=1 AND (SELECT COUNT(1) FROM dbo.SLPostedCustomerTran x WHERE x.SLPostedCustomerTranID=p.SLPostedCustomerTranID)=1
static read-only checks passed
View the JSON being importedcollapsed by default
{
"components": {
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{
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"id": "EFDC0D5A-C168-546A-9ADE-2E925CED2FF3",
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}
],
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{
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{
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{
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{
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{
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{
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{
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"key": "PostedDate",
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"presentation": "automatic",
"sourceColumn": "PostedDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TaxValue",
"label": "Tax value — raw source",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TaxValue",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "DiscountValue",
"label": "Discount value — raw source",
"locationLabelKey": "",
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"presentation": "automatic",
"sourceColumn": "DiscountValue",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "DiscountPercentage",
"label": "Discount percentage — recorded",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "DiscountPercentage",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "DiscountDays",
"label": "Discount validity — days",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "DiscountDays",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "AllocatedValue",
"label": "Allocated value — raw source",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AllocatedValue",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "QueryCode",
"label": "Recorded query flag",
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"presentation": "automatic",
"sourceColumn": "QueryCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
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{
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"key": "CustomerReference",
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"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerReference",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerName",
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"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerContext",
"label": "Customer-master context",
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"primaryKey": "TransactionKey",
"queryParameters": [],
"refreshPolicy": {
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"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
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"SecondReference",
"Kind",
"TaxValue",
"DiscountValue",
"DiscountPercentage",
"DiscountDays",
"AllocatedValue",
"QueryCode",
"CustomerReference",
"CustomerName",
"CustomerContext"
],
"sourceID": "EFDC0D5A-C168-546A-9ADE-2E925CED2FF3",
"sqlQuery": "SELECT t.SLPostedCustomerTranID AS TransactionKey, t.SLCustomerAccountID AS CustomerKey, t.TransactionReference AS Reference, t.SecondReference AS SecondReference, CASE t.SYSTraderTranTypeID WHEN 0 THEN N'Deleted record' WHEN 1 THEN N'Sales receipt' WHEN 2 THEN N'Sales payment' WHEN 3 THEN N'(not specified)' WHEN 4 THEN N'Invoice' WHEN 5 THEN N'Credit Note' WHEN 6 THEN N'Opening Balance Invoice' WHEN 7 THEN N'Opening Balance Credit Note' ELSE CASE WHEN t.SYSTraderTranTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',t.SYSTraderTranTypeID) END END AS Kind, t.TransactionDate AS TransactionDate, t.DueDate AS DueDate, t.PostedDate AS PostedDate, t.TaxValue AS TaxValue, t.DiscountValue AS DiscountValue, t.DiscountPercentage AS DiscountPercentage, t.DaysDiscountValid AS DiscountDays, t.AllocatedValue AS AllocatedValue, t.QueryCode AS QueryCode, c.CustomerAccountNumber AS CustomerReference, c.CustomerAccountName AS CustomerName, CASE WHEN c.SLCustomerAccountID IS NULL THEN N'Missing or non-unique current customer' ELSE N'Current customer master' END AS CustomerContext FROM dbo.SLPostedCustomerTran t LEFT JOIN dbo.SLCustomerAccount c ON c.SLCustomerAccountID=t.SLCustomerAccountID AND (SELECT COUNT(1) FROM dbo.SLCustomerAccount u WHERE u.SLCustomerAccountID=t.SLCustomerAccountID)=1 WHERE t.SLPostedCustomerTranID IS NOT NULL",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Sage 200 Professional UK",
"endpointPath": "",
"fetchSortRules": [
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"id": "40BA2E5B-F167-5A36-AE4D-362F809A344D",
"key": "AllocationDate",
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{
"direction": "ascending",
"id": "05298CA0-52AE-5059-A69C-ACE2FC4F7EFD",
"key": "AllocationKey",
"type": "text"
}
],
"id": "DFD58532-CCB0-5FE1-B3C6-42B5CDA691E0",
"mappings": [
{
"commonFieldKey": "",
"key": "AllocationKey",
"label": "Internal identity",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AllocationKey",
"type": "text",
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"visibleInList": false
},
{
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"key": "HeaderKey",
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"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
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"type": "text",
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},
{
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"key": "OriginTransactionKey",
"label": "Internal identity",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OriginTransactionKey",
"type": "text",
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},
{
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"key": "CustomerKey",
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"presentation": "automatic",
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},
{
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"type": "text",
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"visibleInList": true
},
{
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"key": "OriginKind",
"label": "Selected transaction kind",
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"locationLongitudeKey": "",
"presentation": "automatic",
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"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "AllocationValue",
"label": "This allocation — raw source",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AllocationValue",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
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{
"commonFieldKey": "",
"key": "AllocationCreatedAt",
"label": "Allocation record created",
"locationLabelKey": "",
"locationLongitudeKey": "",
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"type": "date",
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{
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"key": "AllocationDate",
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"presentation": "automatic",
"sourceColumn": "AllocationDate",
"type": "date",
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},
{
"commonFieldKey": "",
"key": "AllocationOperator",
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"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AllocationOperator",
"type": "text",
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"visibleInList": true
},
{
"commonFieldKey": "",
"key": "AllocationKind",
"label": "Recorded session kind",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AllocationKind",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "SessionComplete",
"label": "Session complete — not paid status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "SessionComplete",
"type": "text",
"visibleInDetail": true,
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},
{
"commonFieldKey": "",
"key": "HeaderContext",
"label": "Allocation-header context",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "HeaderContext",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 2000,
"name": "Document allocations",
"primaryKey": "AllocationKey",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "TransactionKey",
"id": "A1A02B85-D581-5306-9086-377EC989B161",
"name": "transaction",
"source": "parentField",
"type": "text"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "CustomerKey",
"id": "8BA26D78-FB63-5EDE-AC0E-739ADBF74485",
"name": "customer",
"source": "parentField",
"type": "text"
}
],
"refreshPolicy": {
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"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
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"OriginKind",
"AllocationValue",
"AllocationOperator",
"AllocationKind",
"SessionComplete",
"HeaderContext"
],
"sourceID": "EFDC0D5A-C168-546A-9ADE-2E925CED2FF3",
"sqlQuery": "SELECT a.SLAllocationTranID AS AllocationKey, a.SLAllocationHeaderID AS HeaderKey, t.SLPostedCustomerTranID AS OriginTransactionKey, t.SLCustomerAccountID AS CustomerKey, t.TransactionReference AS OriginReference, CASE t.SYSTraderTranTypeID WHEN 0 THEN N'Deleted record' WHEN 1 THEN N'Sales receipt' WHEN 2 THEN N'Sales payment' WHEN 3 THEN N'(not specified)' WHEN 4 THEN N'Invoice' WHEN 5 THEN N'Credit Note' WHEN 6 THEN N'Opening Balance Invoice' WHEN 7 THEN N'Opening Balance Credit Note' ELSE CASE WHEN t.SYSTraderTranTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',t.SYSTraderTranTypeID) END END AS OriginKind, a.AllocationValue AS AllocationValue, a.DateTimeCreated AS AllocationCreatedAt, h.AllocationDate AS AllocationDate, h.UserName AS AllocationOperator, CASE h.SLAllocationTypeID WHEN 0 THEN N'Manual Receipt' WHEN 1 THEN N'Write Off' WHEN 2 THEN N'Reverse Posting' WHEN 3 THEN N'Automatic Allocation' WHEN 4 THEN N'Small Values Write Off' WHEN 5 THEN N'Contra Entry' WHEN 6 THEN N'Free text Invoice' WHEN 7 THEN N'Reverse Finance Charge' WHEN 10 THEN N'Manual Payment' WHEN 9 THEN N'Ambiguous native value: 9 — verify installed meaning' ELSE CASE WHEN h.SLAllocationTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',h.SLAllocationTypeID) END END AS AllocationKind, CASE h.IsComplete WHEN 1 THEN N'Yes' WHEN 0 THEN N'No' ELSE N'Not recorded / unknown' END AS SessionComplete, CASE WHEN h.SLAllocationHeaderID IS NULL THEN N'Missing, non-unique or different-customer header' ELSE N'Current same-customer header' END AS HeaderContext FROM dbo.SLAllocationTran a INNER JOIN dbo.SLPostedCustomerTran t ON t.SLPostedCustomerTranID=a.SLPostedCustomerTranID LEFT JOIN dbo.SLAllocationHeader h ON h.SLAllocationHeaderID=a.SLAllocationHeaderID AND h.SLCustomerAccountID=t.SLCustomerAccountID AND (SELECT COUNT(1) FROM dbo.SLAllocationHeader j WHERE j.SLAllocationHeaderID=a.SLAllocationHeaderID)=1 WHERE a.SLAllocationTranID IS NOT NULL AND t.SLPostedCustomerTranID=:transaction AND t.SLCustomerAccountID=:customer AND (SELECT COUNT(1) FROM dbo.SLPostedCustomerTran x WHERE x.SLPostedCustomerTranID=t.SLPostedCustomerTranID)=1",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Sage 200 Professional UK",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "descending",
"id": "7324391D-8358-5BB4-B75E-1173CCC732B6",
"key": "TransactionDate",
"type": "date"
},
{
"direction": "ascending",
"id": "70FB4C37-7439-58DE-BE98-465BAA33C51C",
"key": "SessionLineKey",
"type": "text"
}
],
"id": "1E1E3488-0B1D-5DE6-BE5F-0E11B57B3795",
"mappings": [
{
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},
{
"detailGroup": "Current session header — not payment confirmation",
"detailRole": "information",
"isVisible": true,
"key": "HeaderContext",
"label": "Allocation-header context",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "2BE10FCC-0CD6-5F49-9051-CEB619632911",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "descending",
"id": "7324391D-8358-5BB4-B75E-1173CCC732B6",
"key": "TransactionDate",
"type": "date"
},
{
"direction": "ascending",
"id": "70FB4C37-7439-58DE-BE98-465BAA33C51C",
"key": "SessionLineKey",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "OriginReference",
"systemImage": "doc.text",
"title": "Current session transactions",
"titleKey": "Reference"
}
],
"relations": [
{
"childDatasetID": "DFD58532-CCB0-5FE1-B3C6-42B5CDA691E0",
"childKey": "OriginTransactionKey",
"id": "B898404A-B753-5002-819A-0641D118C654",
"name": "Document allocations",
"parentDatasetID": "BF478866-7104-5C35-BCD4-1B86271AC05A",
"parentKey": "TransactionKey"
},
{
"childDatasetID": "1E1E3488-0B1D-5DE6-BE5F-0E11B57B3795",
"childKey": "OriginAllocationKey",
"id": "E12DC11E-8E39-53E4-87DE-C4B1B10E5638",
"name": "Current session transactions",
"parentDatasetID": "DFD58532-CCB0-5FE1-B3C6-42B5CDA691E0",
"parentKey": "AllocationKey"
}
],
"widgets": []
}
},
"format": "cifru-configuration-package",
"formatVersion": 1,
"manifest": {
"applicationName": "Sage 200 Professional UK",
"configurationLanguages": [
"en"
],
"countries": [
"GB"
],
"createdAt": "2026-10-10T00:00:00Z",
"description": "DOCUMENTARY AND SYNTHETIC VALIDATION ONLY — not tested on a real Sage 200 installation. For credit-control, finance teams and managers: choose a transaction-date period, find a current customer transaction and inspect its references, due and posting dates, recorded query flag and raw tax, discount and allocated values. Open its allocation records, see session dates, operator, kind and completion flag, then inspect the current same-customer transactions in that selected session. Invoice, credit-note, opening-balance, receipt/payment and deleted native kinds remain clearly distinguishable.\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 authorised source and your Cifru plan.\n\nPro: one separately authorised company SQL Server source, one Home screen, three bounded live lists/Details and two lazy sub-buttons. SELECT only, up to 2,000 rows per read and no periodic refresh. The native opening period filters main transaction dates before the row limit; it does not calculate an as-of balance. Related reads bind complete internal identities and revalidate the selected transaction, customer, allocation and session. Their dates need not fall inside the main period. Current customer names and session contents are not document-date snapshots. Missing or non-unique customer/header context does not remove the recorded transaction/allocation. Unavailable or different-customer session members retain their allocation record without exposing another customer's transaction details. Confirm all installed identity uniqueness before use.\n\nRaw values preserve source precision as text. No currency symbol, ISO code, converted amount, invoice total, outstanding balance, aggregation, aging, paid inference or tax reconciliation is calculated. The monetary basis of TaxValue, DiscountValue, AllocatedValue and AllocationValue must be verified by the company administrator. A complete allocation session or a kind named Receipt is not evidence of bank settlement. This is current allocation-session context, not SLRevalAllocationTran history; archived transactions, allocation reversals and revaluations are not reconstructed. Human references and URN are never join keys. The legacy guide prints allocation code 9 twice; it is marked ambiguous, not silently decoded. Unknown and missing native values remain visible.\n\nUNOFFICIAL, not affiliated with Sage. Complete selected physical labels come from the partial Sage 200 2015 database guide, November 2014, not full DDL or current-edition certification. Compatible dbo objects are an adapter prerequisite, not an observed installed owner. Verify installed owner, exact columns/types, keys, nullability, monetary basis, statuses, indexes, query plans and source timeout before import. SQL does not inherit Sage UI permissions; opening filters and row limits are not an ACL or cheap-query guarantee. Use administrator-approved least-privilege read-only access to one company. Operator names and financial records may be confidential. Not Sage 200 Standard, Evolution, Sage 300 or an API template. No credentials, server addresses or business rows in this package.\n\nPrimary physical reference: https://desktophelp.sage.co.uk/sage200/PDF/2015/Understanding%20the%20Sage%20200%202015%20Database.pdf\nFunctional customer enquiries (not SQL DDL): https://desktophelp.sage.co.uk/sage200/professional/Content/SL/Customer%20enquiries.htm\n\nSales Ledger labels: shared native type 1 is shown as Sales receipt and type 2 as Sales payment. The original guide names both purchase and sales contexts. Context warnings remain in Details rather than oversized badges. A receipt kind is not bank confirmation.\n\nGallery coverage: Seven complementary native Cifru Android DEMO images show the complete main card, all 37 configured useful Details positions across three selected records, and both actually opened sub-button lists. Main period selects transaction dates; current child sessions are not clipped to that period. Examples, names, documents and amounts are wholly fictional. Financial values are raw source fields, not assumed totals, balances, currencies or bank confirmation. No internal IDs or credentials are shown. Private Home/repeated-list images, R1/R2 takes and raw video are not approved gallery material. Not a real Sage, SQL Server, iOS, performance, permissions or Pro-purchase test.",
"licenseCode": "Cifru-Community-1.0",
"minimumCifruVersion": "1.1.0",
"minimumPlan": "pro",
"packageID": "BEA97E27-0F45-51AA-A995-8FD8B90C00B8",
"rootButtonCount": 1,
"summary": "Current documents, due dates and query flags; inspect allocation sessions and their same-customer transactions on demand.",
"tags": [
"Sage 200 Professional UK",
"SQL Server",
"Credit control",
"Accounting",
"Customer transactions",
"Allocations",
"Pro"
],
"title": "Customer transactions and allocation sessions — Pro"
}
}