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File Name Rules for More Complex Related Record Types
The following Related Record Types have composite RelatedRecordID's
- CashFlow
- Forecast
- SubContractorCetrtificationDetail
- Timesheet
This means these Related Record Types have RelatedRecordID's that are made up of more than one part. When this happens the RelatedRecordID's parts are sepreated by a dot (.) (period or fullstop).
Some Example file names are:
Cashflow or Forecast: A pdf file to be attached to JobCode ABC123 Year 2000 Period 9, with a group name of 'Default Group' and a Description of 'Graph' would be named:
ABC123.2000.9;Default Group;Graph.pdf
Timesheet: A csv file to be attached to PersonID 1234 Timesheet Weekending Date 09/11/2012 , with no group name specified and a Description of 'Hours Worked' would be named:
1234.2000119;;Hours Worked.csv
The table below identifies what each part is and in the case of timesheets the format.
What RelatedRecordID is used for my file type?
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| Record Type | RelatedRecordID format | Table Validated Against |
|---|---|---|
| Action | ActionID | Actions |
| APCredit | APInvoiceID | APInvoices |
| APInvoice | APInvoiceID | APInvoices |
| APVoucher | VoucherID | APVoucher |
| ARCredit | InvoiceNumber | JobInvoices |
| ARInvoice | InvoiceNumber | JobInvoices |
| Asset | AssetID | Assets |
| Batch | BatchNo | BatchHeaders |
| CashFlow | JobCode.YearNo.PeriodNo | Forecasts |
| Company | CompanyID | Companies |
| Contract | ContractCode | Contracts |
| Drawing | DocID | Documents |
| Estimate | EstimateID | Estimates |
| Forecast | JobCode.YearNo.PeriodNo | Forecasts |
| ForecastGainAndLoss | WIPAdjustmentID | WIPAdjustments |
| ForecastRiskAdjustment | ForecastRiskID | ForecastRisk |
| ForecastSubcontractRisk | ForecastRiskID | ForecastRisk |
| ForecastUncommittedAdjustment | ForecastRiskID | ForecastRisk |
| ForecastWIPAdjustment | WIPAdjustmentID | WIPAdjustments |
| Item | ItemID | Items |
| Job | Jobs | JobCode |
| JobTransaction | JobTranID | JobTransactions |
| Meeting | MeetingID | Meetings |
| MeetingItem | MeetingItemID | MeetingItems |
| Person | PersonID | People |
| Plant | JobCode | Jobs |
| PlantPolicy | QuoteID | PlantPolicy |
| PlantServiceOrder | QuoteID | PlantServiceOrders |
| PriceRequest | PriceRequestID | PriceRequestHeader |
| Prospect | ProspectNo | Prospect |
| PurchaseOrder | PONumber | PurchaseOrders |
| Quote | QuoteID | Quotations |
| ReturnVoucher | VoucherID | APVoucher |
| ServiceAgreement | ID | ServiceAgreement |
| ServiceDesk | LogHeaderID | LogHeader |
| SubContract | SubContractCode | SubContracts |
| SubContractorCetrtificationDetail | APInvoiceID.PONumber | SubcontractClaimValues |
| Timesheet | PersonID.TimesheetDate | Timesheets |
| WorksOrder | PONumber | PurchaseOrders |
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