This article provides all the Fields available for each View currently available under the Revenue Batch Data Source in Upland Analytics.
The following Views are available when Revenue Batch Data Source is selected upon creating a report. Click on any of them to view the available Fields.
Version Note: The Revenue Batch Data Source, Views and Fields are available as of Tenrox 2019 R1 SP4.
Note: This page is being updated as new information becomes available.
Base Currency
| Field Name | Description | Type |
| Base Currency Code | This is the base currency code. |
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| Base Currency Description | This is the base currency description. |
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| Base Currency Symbol | This is the base currency symbol. |
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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 first 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 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 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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Client Currency
| Field Name | Description | Type |
| Currency Code | This is the Client currency code. |
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| Currency Description | This is the Client currency description. |
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| Currency Symbol | This is the Client currency symbol. |
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Company Currency
| Field Name | Description | Type |
| Currency Code | This is the company currency code. |
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| Currency Description | This is the company currency description. |
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| Currency Symbol | This is the company currency symbol. |
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Portfolio
| Field Name | Description | Type |
| Portfolio | This is the name of the portfolio associated to the project. |
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| Portfolio Code | This is the portfolio code. |
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| Portfolio Description | This is the portfolio description. |
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| Portfolio ID | This is the id of the portfolio. |
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| Portfolio Is active | This defines whether the portfolio is active. This will show 0 (for suspended) or 1 (for active). |
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| Portfolio Parent | This is the parent portfolio. |
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| Portfolio Project Workflow | This is the portfolio project workflow. |
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Project
| Field Name | Description | Type |
| Project | This is the name of the project. |
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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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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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Revenue Batch
| Field Name | Description | Type |
| Revenue Batch # | This is the revenue batch #. |
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| Revenue Batch Date | This is the revenue batch date. |
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| Revenue Batch Date Month | This is the revenue batch month date. |
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| Revenue Batch Date Month Year | This is the revenue batch month year date. |
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| Revenue Batch Date Quarter | This is the revenue batch quarter date. |
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| Revenue Batch Date Quarter Year | This is the revenue batch quarter year date. |
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| Revenue Batch Date Year | This is the revenue batch year date. |
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| Revenue Batch Is Exported | This flag defines if the revenue batch is exported to the accounting system or not. |
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| Revenue Batch Is Posted | This flag defines if the revenue batch is posted. |
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| Revenue Batch Number | This is the revenue batch number. |
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| Revenue Batch Posted Date | This is the revenue batch posted date. |
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| Revenue Batch Posted Date Month | This is the revenue batch posted month date. |
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| Revenue Batch Posted Date Month Year | This is the revenue batch posted month year date. |
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| Revenue Batch Posted Date Quarter | This is the revenue batch posted quarter date. |
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| Revenue Batch Posted Date Quarter Year | This is the revenue batch posted quarter year date. |
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| Revenue Batch Posted Date Year | This is the revenue batch posted year date. |
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Revenue Batch Details
| Field Name | Description | Type |
| Revenue Batch Charge Amt In Base Curr | This is the amount of the revenue transaction generated from a charge level schedule in the base currency. |
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| Revenue Batch Charge Amt In Client Curr | This is the amount of the revenue transaction generated from a charge level schedule in the client currency. |
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| Revenue Batch Charge Amt In Company Curr | This is the amount of the revenue transaction generated from a charge level schedule in the company currency. |
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| Revenue Batch Product Amt In Base Curr | This is the amount of the revenue transaction generated from a product level schedule in the base currency. |
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| Revenue Batch Product Amt In Client Curr | This is the amount of the revenue transaction generated from a product level schedule in the client currency. |
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| Revenue Batch Product Amt In Company Curr | This is the amount of the revenue transaction generated from a product level schedule in the company currency. |
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| Revenue Batch Project Amt In Base Curr | This is the amount of the revenue transaction generated from a project level schedule in the base currency. |
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| Revenue Batch Project Amt In Client Curr | This is the amount of the revenue transaction generated from a project level schedule in the client currency. |
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| Revenue Batch Project Amt In Company Curr | This is the amount of the revenue transaction generated from a project level schedule in the company currency. |
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| Revenue Batch Project Charge Amt In Base Curr | This is the total charge amount per project of the revenue transactions in the base currency. |
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| Revenue Batch Project Charge Amt In Client Curr | This is the total charge amount per project of the revenue transactions in the client currency. |
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| Revenue Batch Project Charge Amt In Company Curr | This is the total charge amount per project of the revenue transactions in the company currency. |
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| Revenue Batch Project Expense Amt In Base Curr | This is the total expense amount per project of the revenue transactions in the base currency. |
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| Revenue Batch Project Expense Amt In Client Curr | This is the total expense amount per project of the revenue transactions in the client currency. |
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| Revenue Batch Project Expense Amt In Company Curr | This is the total expense amount per project of the revenue transactions in the company currency. |
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| Revenue Batch Project Product Amt In Base Curr | This is the total product amount per project of the revenue transactions in the base currency. |
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| Revenue Batch Project Product Amt In Client Curr | This is the total product amount per project of the revenue transactions in the client currency. |
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| Revenue Batch Project Product Amt In Company Curr | This is the total product amount per project of the revenue transactions in the company currency. |
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| Revenue Batch Project Time Amt In Base Curr | This is the total time amount per project of the revenue transactions in the base currency. |
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| Revenue Batch Project Time Amt In Client Curr | This is the total time amount per project of the revenue transactions in the client currency. |
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| Revenue Batch Project Time Amt In Company Curr | This is the total time amount per project of the revenue transactions in the company currency. |
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| Revenue Batch Recognition Type | This is the recognition type associated to the revenue transaction. |
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| Revenue Batch Total Amt In Base Curr | This is the total amount of revenue transactions associated to the project in the base currency. |
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| Revenue Batch Total Amt In Client Curr | This is the total amount of revenue transactions associated to the project in the client currency. |
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| Revenue Batch Total Amt In Company Curr | This is the total amount of revenue transactions associated to the project in the company currency. |
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| Revenue Batch Transaction Date | This is the date of the revenue transaction. |
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| Revenue Batch Transaction Date Month | This is the month date of the revenue transaction. |
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| Revenue Batch Transaction Date Month Year | This is the month year date of the revenue transaction. |
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| Revenue Batch Transaction Date Quarter | This is the quarter date of the revenue transaction. |
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| Revenue Batch Transaction Date Quarter Year | This is the quarter year date of the revenue transaction. |
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| Revenue Batch Transaction Date Year | This is the year date of the revenue transaction. |
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Revenue Batch Entry Details
| Field Name | Description | Type |
| Entry Amt To Recognize In Base Curr | This is the amount that is to be recognized for the entry associated to the revenue transaction in the base currency. |
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| Entry Amt To Recognize In Client Curr | This is the amount that is to be recognized for the entry associated to the revenue transaction in the client currency. |
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| Entry Amt To Recognize In Company Curr | This is the amount that is to be recognized for the entry associated to the revenue transaction in the company currency. |
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| Entry Date | This is the entry date of the charge/product entry associated to the revenue transaction. |
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| Entry Date Month | This is the month entry date of the charge/product entry associated to the revenue transaction. |
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| Entry Date Month Year | This is the month year entry date of the charge/product entry associated to the revenue transaction. |
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| Entry Date Quarter | This is the quarter entry date of the charge/product entry associated to the revenue transaction. |
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| Entry Date Quarter Year | This is the quarter year entry date of the charge/product entry associated to the revenue transaction. |
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| Entry Date Year | This is the year entry date of the charge/product entry associated to the revenue transaction. |
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| Item Id | This is the Id of the charge or product item of the entry associated to the revenue transaction. |
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| Item Name | This is the name of the charge or product item of the entry associated to the revenue transaction. |
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| Task Id | This is the id of the task of the charge or product entry associated to the revenue transaction. |
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| Task Name | This is the name of the task of the charge or product entry associated to the revenue transaction. |
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