PM DACs: Transactional Data

In this topic, you can find an overview of the data access classes (DACs) that provide transactional data.

Project Transactions

The PMRegister table contains the transaction data that is defined in the Summary area of the Project Transactions (PM304000) form.

SELECT 
    * 
FROM 
    PMRegister 
WHERE 
    IsAllocation = 1 
    AND Released = 1

The PMTran DAC contains the transactional data that is displayed in the table on the Project Transactions (PM304000) form. A project transaction (PMTran) is referenced in a general ledger transaction (GLTran) by the GLTran.PMTranID field.

• The selection of the unbilled transactions for the project with the specified account group

  SELECT 
      * 
  FROM 
      PMTran t 
  WHERE 
      t.AccountGroupID = 23 
      AND t.ProjectID=3295 
      AND t.Billed=0

• The selection of the billed transactions from the specified AR invoice

  SELECT 
      PMTran.* 
  FROM 
      PMTran 
      INNER JOIN ARTran 
          ON PMTran.CompanyID = ARTran.CompanyID 
          AND PMTran.ARTranType = ARTran.TranType 
          AND PMTran.ARRefNbr = ARTran.RefNbr 
          AND PMTran.RefLineNbr = ARTran.LineNbr 
  WHERE 
      ARTran.TranType='INV' 
      AND ARTran.RefNbr='00013'

Pro Forma Invoices

Pro forma invoices are defined on the Pro Forma Invoices (PM307000) form. The PMProforma DAC contains the pro forma invoice data, which is specified in the Summary area of the form. The PMProformaLine DAC stores the pro forma line data, which is displayed on the Progress Billing and Time and Material tabs of the form.

Billing Records

The PMBillingRecord DAC contains the billing record data, which is displayed in the table on the Invoices tab of the Projects (PM301000) form.

In the following example, you can see how to select a billing record for the specified project.

SELECT 
    * 
FROM 
    PMBillingRecord b 
WHERE 
    b.ProjectID=3295