Data Source Description: Payment Transactions
- Mallory Bucell
- Christopher Butcher
- Steve Ross
Summary
View Type | Reporting |
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English Name | Payment Transactions |
Description | List of all Transaction Line Items with Transaction History |
Content | This view provides information on all payment transactions processed or recorded through LearningBuilder. It includes line-item and transaction level information including ID numbers, amounts, descriptions, and notes, in addition to the member who completed the transaction and, if different, the member account to which the transaction was applied. It may also contain refund information if your instance processes refunds. This is best-practice view to start from when creating any financial-related report. |
Usage
Suggested uses for this view include:
Tracking all required or completed payments for a specific initial application or renewal cycle
Reviewing the transaction history and notes for a specific user
Reviewing the response received from a payment gateway for a specific transaction
Data Fields
Field Name | English Name | Description | Notes | Available in LearningBuilder Version |
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TransactionLineItemId | Transaction Line Item ID |
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TransactionHistoryId | Transaction History ID |
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TransactionType | Transaction Type |
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Amount | Amount |
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Description | Description | Description of Transaction Line Item | This comes from the Description field of the Payment Attribute |
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TransactionDate | Transaction Date |
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PaidFor | Paid For | The entity that this payment affects. | ?? |
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GlCode | GL Code | GL Code as stored in the Payment Attribute | Organizations use GL Codes to organize payments so they can manage accounts. They typically relate to the difference between major income areas, such as Exams, Application Fees, and Recertification Fees. |
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PurchasedItemId | Purchased Item ID |
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PurchasedItemTypeId | Purchased Item Type ID |
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PurchasedItemType | Purchased Item Type | 0 = Other |
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AcceptedTermsAndConditions | Accepted Terms and Conditions | Confirms that the member clicked the Terms and Conditions requirement. |
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Details about the Member who received the benefit of payment | ||||
PurchasedForMemberId | Purchased for Member ID | Member ID of the Member who owns the workflow that contained the payment. | These live in the Member table and are brought in by reference through the Member ID |
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PurchasedForFirstName | Purchased for FirstName | First Name of the Member who owns the workflow that contained the payment. | These live in the Member table and are brought in by reference through the Member ID |
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PurchasedForLastName | Purchased for Last Name | Last Name of the Member who owns the workflow that contained the payment. | These live in the Member table and are brought in by reference through the Member ID |
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PurchasedForMemberName | Purchased for Member Name | Member name of the Member who owns the workflow that contained the payment. | These live in the Member table and are brought in by reference through the Member ID First and Last Name for individual members and Organization Name for organizational members. |
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Details about the Member who made the payment | ||||
PurchaserMemberId | Purchaser Member ID | Member ID of the entity that made the purchase. This purchase will show up in the member’s transaction history. This is listed as “Person ID” in the old vTRANSACTION_LINE_ITEMS |
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PurchaserFirstName | Purchaser First Name | Name of Member Making Payment; normally same as Purchase for Member Name unless a Third Party (not an Admin) is paid on their behalf. |
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PurchaserLastName | Purchaser Last Name |
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PurchaserMemberName | Purchaser Member Name |
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PurchaserEmail | Purchaser Email |
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Details about who touched the transaction at different points in the process | ||||
CreatedById | Created By Member ID | ID of Person who processed payment | Normally same as Member ID unless Admin processed/recorded payment on behalf of someone else. |
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CreatedBy | Created By Member Name | Name of User who Created the transaction history record |
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CreatedOn | Created On |
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UpdatedById | Updated By Member ID | Member Id of User who Created the transaction history record |
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UpdatedBy | Updated By Member Name |
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UpdatedOn | Updated On |
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Details about refunds | ||||
WasRefunded | Was Refunded |
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RefundForLineItemId | Refund for Line Item ID |
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RefundedTransactionId | Refund for Transaction ID |
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Details about the exchange with the Payment Gateway | ||||
GatewayTransactionId | Gateway Transaction ID |
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PaymentGateway | Payment Gateway |
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CreditCardType | Credit Card Type | The name of the kind of credit card (e.g., Amex, MastCard, Visa) | The gateway gives us back this information. |
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ConfirmationCode | Confirmation Code | The unique code that the gateway provides us as confirmation that the transaction took place. | This field is helpful for reconciliation with the transactions in the gateway. |
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UploadId | Upload ID | ??? |
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TransactionComment | Transaction Comment |
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ResponseAsJson | Response as JSON | Transaction Gateway Response as JSON |
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PaymentAttributeId | Payment Attribute Id | Conditional: Linked Payment Attribute Id |
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PaymentAttributeName | Payment Attribute Name | Conditional: Linked Payment Attribute Name |
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Links to the entities that own the Payment Attribute | ||||
ActivityItemId | Activity Item Id | If the Payment Attribute was on an Activity, it shows a value here. |
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ActivityInstanceId | Activity Instance Id | If the Payment Attribute was on an Activity Instance, it shows a value here. |
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LearningPlanId | Learning Plan Id | If the Payment Attribute was on a Learning Plan, it shows the ID of the Learning Plan definition. |
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LearningPlanInstanceId | Learning Plan Instance Id | If the Payment Attribute was on a Learning Plan, it shows the ID of the Learning Plan Instance. |
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MemberRoleId | Member Role Id | If the Payment Attribute was on a Role, it shows a value here. |
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ActivityInstanceContainerId | Activity Instance Container Id | If the Payment Attribute was on a Container, it shows a value here. |
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TenantId | Tenant Id | The Tenant that the person used when making the purchase. |
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ActivityOfferingId | Activity Offering Id | If the Payment Attribute was on an Offering, it shows a value here. |
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