Background
You use Transactions to move data about customer purchases. Each transaction has a type. The types are:
Order
Shipment
Invoice
Hold
Quote
Ticket
Return
Validated Return
Job
The Order type is one of the most complex, supporting child collections.
Each Transaction also has a status:
Pending
Complete
Cancelled
Shipped
Backorder
Partial Refunded
Refunded
Transaction Record
The core transaction record includes:
Transaction Number: Order or transaction ID
Email Address: Customer email
Type: Transaction type (Order, Shipment, Invoice, etc.)
Status: Fulfillment status
Financial Information: Discounts, taxes, shipping, subtotal, total
Quantity: Total number of items
Created Date: Transaction creation timestamp
Customer Link: Reference to the customer record
Transaction Collections
Transactions include several child collections:
Line Items: Products and any other items in the transaction. Refer to the specific subscription to see if this includes items other than products.
Taxes: Includes names of taxing authorities and the calculated amounts.
Discounts: Discounts applied to the transaction, such as coupon codes and discount methods.
Payments: Details on payment methods used on the transaction. Note that a Payment method must exist to be used on an order.
Tracking: Shipment tracking information
Addresses: Billing and shipping addresses.
Notes: Gift notes, personalization instructions, messages about handling, etc.
Related Documents: Other transaction links if there is a hold on the transaction or a deposit. The ERP usually uses this collection for this information.
Custom Fields: See Custom Fields.
External IDs: See External IDs.
While you can view transactions in iPaaS.com, creating or modifying them isn't possible through the interface. You can create and modify Transactions using the Transactions API, but that carries a risk of data destruction.
Viewing and Searching Transactions
You can view transactions and transaction details, as well as search for specific transactions.
To view transactions:
NOTE: You cannot mix operators within a single search. For example, if you select Equals for one search term, you must also choose Equals for any additional terms.
Click Data Management > Transactions. The Transactions screen displays all transactions.
To see specific transactions, you can enter a Number and select a Type and Status. You can also use the search filters to search on external IDs.
To search transactions by external ID:
Click Data Management > Transactions.
Click the filter icon.
Select a Field and an Operator, and enter the Value. You can add additional Actions to the search.
Click Apply. The search results are displayed.
Viewing Transactions
You can view individual transactions and details.
To view a transaction:
On the Transactions screen, select the View Details icon on the transaction's line.
You cannot edit any information on this screen.
Select an item to view the specific fields:
Line Items: Products and any other items in the transaction. See the specific subscription to see if this includes items other than products.
Taxes: Includes names of taxing authorities and the calculated amounts.
Discounts: Discounts applied to the transaction, such as coupon codes and discount methods.
Payments: Details on payment methods used on the transaction. Note that a Payment method must exist to be used on an order.
Tracking: Shipment tracking information
Addresses: Billing and shipping addresses.
Notes: Gift notes, personalization instructions, messages about handling, etc.
Related Documents: Other transaction links if there is a hold on the transaction or a deposit. The ERP usually uses this collection for this information.
Custom Fields: See Custom Fields.
External IDs: See External IDs.
Each has its own fields providing more information. While you cannot edit these directly, you can view them for more information about the transaction. Let's look at some of the fields from a sample transaction.
A company has ordered a whiteboard and base for employee use. The Transaction Details screen displays transaction information.
Line Items displays essential information about this transaction.
Click the View Details icon under Actions to view additional information.
Click the other fields, such as External IDs, to see their information.
In this example, we see an external ID from Microsoft Dynamics 365 Business Central, which you can use in troubleshooting and tracing this transaction.