This article provides all the Fields available for each View currently available under the Client Purchase Order Data Source in Upland Analytics.
The following Views are available when Client Purchase Order Data Source is selected upon creating a report. Click on any of them to view the available Fields.
Version Note: Available as of Tenrox 2018 R1 SP6.
Note: This page is being updated as new information becomes available.
Alternate Project Manager
| Field Name | Description | Type |
| Alternate Project Manager First Name | This is the first name of the alternate project manager. |
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| Alternate Project Manager ID | This is the ID of the alternate project manager. |
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| Alternate Project Manager Last Name | This is the last name of the alternate project manager. |
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Client
| Field Name | Description | Type |
| Client | This is the name of the client. |
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| Client Account Executive First Name | This is the last name of the client's account executive. |
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| Client Account Executive Last Name | This is the last name of the client's account executive. |
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| Client Address Line 1 | This is the first line of the client's address. |
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| Client Address Line 2 | This is the second line of the client's address. |
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| Client Annual Revenue | This is the annual revenue of the client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the client's city. |
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| Client Company | This is the company of the client. |
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| Client Company Type | This is the company type of the client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the country of the client. |
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| Client Country Code | This is the country code of the client. |
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| Client Default Workflow | This is the name of the client default workflow. |
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| Client Default Workflow Is Specified | This defines whether a client default workflow is specified or not (yes/no). |
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| Client Department | This is the department of the client. |
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| Client Description | This is the description of the client. |
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| Client Division | This is the division of the client. |
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| Client Email | This is the email address of the client. |
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| Client Employees | This is the number of employees of the client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which exchange change should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the fax number of the client. |
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| Client Fiscal End Date | This is the fiscal end date of the client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the client. |
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| Client Industry | This is the industry of the client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the invoice issuer contact of the client. |
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| Client Invoice Issuer Contact Last Name | This is the last name of the invoice issuer contact of the client. |
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| Client Invoice Report Template | This is the name of the client invoice report template. |
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| Client Invoice To The Attn Of First Name | This is the first name of the client contact in the To the Attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the last name of the client contact in the To the Attention of field. |
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| Client Ownership | This is the ownership of the client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the payment term for the client. |
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| Client Phone | This is the phone number of the client. |
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| Client Purchase | This is the purchase status of the client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the rating of the client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the reference customer of the client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the user who referred the client (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC code of the client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the state or province of the client. |
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| Client State Province Code | This is the state or province code of the client |
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| Client Status | This is the status of the client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the status comment of the client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the tax group of the client. |
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| Client Ticker Symbol | This is the ticker symbol of the client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the type of the client. |
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| Client Web Site | This is the web site of the client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the zip or postal code of the client. |
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Version note: Available as of Tenrox 2019 R1 SP4: Client Default Workflow, Client Default Workflow is specified and Client Invoice Report Template Fields.
Client PO
| Field Name | Description | Type |
| PO Account Executive First Name | This is the first name of the account executive of the purchase order. |
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| PO Account Executive Last Name | This is the last name of the account executive of the purchase order. |
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| PO Amount | This is the amount of the purchase order in the client currency. |
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| PO Description | This is the description of the purchase order. |
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| PO Invoiced Amount | This is the invoiced amount of the purchase order in the client currency. |
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| PO Is Active | This indicates if the purchase order is suspended (0) or not (1). |
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| PO Issue Date | This is the issue date of the purchase order. |
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| PO Issue Date Month | This is the issue date of the purchase order (Aggregate Date - Month). |
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| PO Issue Date Month Year | This is the issue date of the purchase order (Aggregate Date - Month Year). |
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| PO Issue Date Quarter | This is the issue date of the purchase order (Aggregate Date - Quarter). |
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| PO Issue Date Quarter Year | This is the issue date of the purchase order (Aggregate Date - Quarter Year). |
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| PO Issue Date Week | This is the issue date of the purchase order (Aggregate Date - Week). |
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| PO Issue Date Year | This is the issue date of the purchase order (Aggregate Date - Year). |
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| PO Name | This is the name of the purchase order. |
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| PO Number | This is the Purchase Order number. |
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| PO Prepaid Amount | This is the prepaid amount of the purchase order in the client currency. |
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| PO Recognized Amount | This is the recognized amount of the purchase order in the client currency. |
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| PO Remaining Amount | This is the remaining amount of the purchase order in the client currency. |
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| PO Status | This is the status of the Purchase order. |
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| PO Valid From Date | This is the valid from date of the purchase order. |
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| PO Valid To Date | This is the valid to date of the purchase order. |
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Client PO Line Items
| Field Name | Description | Type |
| PO Line Item | This is the name of the client PO line items. |
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| PO Line Item Amount | This is the amount of the PO line item. |
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| PO Line Item Invoiced Amount | This is the invoiced amount of the PO line item. |
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| PO Line Item Is Active | This indicates if the purchase order line item is suspended (0) or not (1). |
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| PO Line Item Is Available to All Projects | This indicates if this PO line item is available to all projects. If the PO is not associated to any projects, this flag is 1, otherwise, it's 0. |
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| PO Line Item Recognized Amount | This is the recognized amount of the PO line item. |
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| PO Line Item Remaining Amount | This is the remaining amount of the PO line item. |
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| PO Line Item Unallocated Amount | This shows the unallocated amount of the PO line item. If the line item does not have any project associations at all, this value is 0. if it does have project associations, this will be the amount that is not allocated to any project. |
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| PO Line Item Used by Charge | This indicated if the PO line item can be used by charge entries (1) or not (0) . |
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| PO Line Item Used by Expense | This indicated if the PO line item can be used by expense entries (1) or not (0). |
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| PO Line Item Used by Product | This indicated if the PO line item can be used by product entries (1) or not (0). |
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| PO Line Item Used by Time | This indicated if the PO line item can be used by time entries (1) or not (0). |
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Client PO Project Associations
| Field Name | Description | Type |
| PO Line Item Project Amount | This is the amount of the PO line item that is allocated to the project. |
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| PO Line Item Project Consumption Order | This indicates the consumption order of this PO line item for this project. |
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| PO Line Item Project Invoiced Amount | This is the invoiced amount of the PO line item for this project. |
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| PO Line Item Project Is Active | This indicates if the purchase order line item is suspended for this project (0) or not (1). |
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| PO Line Item Project Recognized Amount | This is the recognized amount of the PO line item for this project. |
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| PO Line Item Project Remaining Amount | This is what is remaining from the amount of the PO line item that is allocated to this project. |
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| PO Line Item Project Used by Charge | This indicated if the PO line item can be used by charge entries for this project (1) or not (0). |
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| PO Line Item Project Used by Expense | This indicated if the PO line item can be used by expense entries for this project (1) or not (0). |
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| PO Line Item Project Used by Product | This indicated if the PO line item can be used by product entries for this project (1) or not (0). |
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| PO Line Item Project Used by Time | This indicated if the PO line item can be used by time entries for this project (1) or not (0). |
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Project
| Field Name | Description | Type |
| Project | This is the name of the project. |
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| Project Can Be Invoiced | This defines whether the project can be invoiced or not. |
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| Project Code | This is the project code. |
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| Project Company | This is the accounting company associated to the project. |
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| Project Created On | This is the Date and Time the Project was created on. |
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| Project Description | This is the description of the project. |
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| Project End | This is the end date of the project. |
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| Project Health | This is the project health. |
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| Project Id | This is the Id of the project. |
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| Project Is Active | This defines whether the project is active. This will show 0 (for suspended) or 1 (for active). |
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| Project Parent | This is the parent project. |
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| Project Priority | This is the priority of the project. |
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| Project Start | This is the start date of the project. |
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| Project State | This is the state of the project. |
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| Project Sum of Allocated Hours | This is the sum of allocated time of a project (in hours). |
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| Project Sum of Planned Hours | This is the sum of planned work of a project (in hours). |
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| Project Tracking No | This is the project tracking number. |
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| Project Workflow | This is the project workflow. |
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Version Note:
- Project Can Be Invoiced Field is availbale available as of Tenrox 2019R1 SP4.
- Project Created On Field is availbale available as of Tenrox 2019R1 SP1.
Project Manager
| Field Name | Description | Type |
| Project Manager First Name | This is the first name of the project manager. |
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| Project Manager ID | This is the project manager ID. |
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| Project Manager Last Name | This is the last name of the project manager. |
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