Data Source Description: Payment Transactions

1 Summary
2 Usage
3 Data Fields

Summary

View Type	Reporting
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

Field Name	English Name	Description	Notes
TransactionLineItemId	Transaction Line Item ID
TransactionHistoryId	Transaction History ID

TransactionType	Transaction Type
Amount	Amount
Description	Description	Description of Transaction Line Item	This comes from the Description field of the Payment Attribute
TransactionDate	Transaction Date
PaidFor	Paid For	The entity that this payment affects.	??
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.
PurchasedItemId	Purchased Item ID
PurchasedItemTypeId	Purchased Item Type ID
PurchasedItemType	Purchased Item Type	0 = Other 1 = Learning Plan Payment 2 = Workflow Payment 3 = Voucher 4 = Product
AcceptedTermsAndConditions	Accepted Terms and Conditions	Confirms that the member clicked the Terms and Conditions requirement.
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
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
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
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.
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
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.
PurchaserLastName	Purchaser Last Name
PurchaserMemberName	Purchaser Member Name
PurchaserEmail	Purchaser Email
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.
CreatedBy	Created By Member Name	Name of User who Created the transaction history record
CreatedOn	Created On
UpdatedById	Updated By Member ID	Member Id of User who Created the transaction history record
UpdatedBy	Updated By Member Name
UpdatedOn	Updated On
Details about refunds
WasRefunded	Was Refunded
RefundForLineItemId	Refund for Line Item ID
RefundedTransactionId	Refund for Transaction ID
Details about the exchange with the Payment Gateway
GatewayTransactionId	Gateway Transaction ID
PaymentGateway	Payment Gateway
CreditCardType	Credit Card Type	The name of the kind of credit card (e.g., Amex, MastCard, Visa)	The gateway gives us back this information.
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.
UploadId	Upload ID	???
TransactionComment	Transaction Comment
ResponseAsJson	Response as JSON	Transaction Gateway Response as JSON
PaymentAttributeId	Payment Attribute Id	Conditional: Linked Payment Attribute Id
PaymentAttributeName	Payment Attribute Name	Conditional: Linked Payment Attribute Name
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.
ActivityInstanceId	Activity Instance Id	If the Payment Attribute was on an Activity Instance, it shows a value here.
LearningPlanId	Learning Plan Id	If the Payment Attribute was on a Learning Plan, it shows the ID of the Learning Plan definition.
LearningPlanInstanceId	Learning Plan Instance Id	If the Payment Attribute was on a Learning Plan, it shows the ID of the Learning Plan Instance.
MemberRoleId	Member Role Id	If the Payment Attribute was on a Role, it shows a value here.
ActivityInstanceContainerId	Activity Instance Container Id	If the Payment Attribute was on a Container, it shows a value here.
TenantId	Tenant Id	The Tenant that the person used when making the purchase.
ActivityOfferingId	Activity Offering Id	If the Payment Attribute was on an Offering, it shows a value here.