Query Target - Order

Fields in this target are associated with Order Records connected with customer transactions.

Because Order Records are connected with Products, eMarketing Campaigns, and other Customer Record/Contact information, fields on these data points are also searchable as sub-tables in this target.

Caution: Queries can be used to pull order information, however it is recommended to use a report when retrieving detailed financial data.

 

Table Field Field Name Description Additional Information Image
Order Acc Header Id AccHeaderId The accounting header ID is the purchase id connected with other finance records. Visible in the URL when viewing the Order Record. An image of the Order Record, highlighting the Acc Header Id.
Order Balance Balance The balance remaining on the order. Visible at the bottom of the Order Record. An image of the Order Record, highlighting the Balance.
Order Cancel Date CancelDate The date the connected invoice was canceled. Visible on the connected Invoice Record, within the Line Items section. An image of the Invoice Record, highlighting the Cancel Date.
Order Charge Amount ChargeAmount The total charge amount on the order. Visible on the Order Record, within the Line Items section. Corresponds to the Total at the bottom of the record. An image of the Invoice Record, highlighting the Charge Amount.
Order Created By CreatedBy The user who created the order. Visible at the bottom of the Order Record. An image of the Order Record, highlighting the Created On and Created By information.
Order Created On CreatedOn The date the order was created in the system.
Order Currency Currency The currency of the order. Visible on the Business Unit Record > Details tab > Currency. An image of the Business Unit Record, highlighting the currency information.
Order Customer Id CustomerId The customer ID links the purchase to the customer. Visible in the URL when viewing the Customer Record connected to the order. An image of the Customer Record, highlighting the Customer ID number.
Order Customer Name CustomerName The customer name on the order record. Visible on the Order Record > Customer section. An image of the Order Record, highlighting the Customer Name.
Order Deceased Deceased The customer on the order is deceased. Visible on the Customer Record > Account tab > Personal Info > Is Deceased option. An image of the Customer Record, highlighting the Is Deceased option.
Order Due Date DueDate The order's payment due date. Visible at the top of the Order Record. An image of the Order Record, highlighting the Due Date.
Order Id Id The ID of the order record. Visible in the URL when viewing the Order Record. An image of the Order Record, highlighting the Id number.
Order Individual Title IndividualTitle The title of the individual.

Visible on the Customer Record > Account tab > Personal Info > Title option.

Also visible on the Order Record beside the Customer's name.

 An image of the Customer Record, highlighting the Title field.
Order Number Number The number of the order record. Visible at the top of the Order Record. An image of the Order Record, highlighting the Order Record Number.
Order Price Code PriceCode The code of the price for a specific item. Visible on the Product Record > Prices tab > Prices menu option. An image of the Product Record, highlighting the Price Code within the Prices tab.
Order Price Name PriceName The name of the price for a specific item. Visible on the Order Record, beside the item price. An image of the Order Record, highlighting the Price Name.
Order Primary Address PrimaryAddress The primary address for a customer. Visible on the Customer Record > Account tab > Contact Info > Addresses tab. An image of the Customer Record, highlighting the primary address information.
Order Primary Email PrimaryEmail The primary email for a customer. Visible on the Customer Record > Account tab > Contact Info > Email Addresses tab. An image of the Customer Record, highlighting the primary email address information.
Order Primary Image PrimaryImage The primary image link for a customer. Visible on the Customer Record > Overview tab when editing the image. An image of the Individual Record, highlighting the image.
Order Primary Phone PrimaryPhone The primary phone number for a customer. Visible on the Customer Record > Account tab > Contact Info > Phone Numbers tab. An image of the Customer Record, highlighting the primary phone number information.
Order Quick Pay Code QuickPayCode The quick pay code that a user can enter to make their payment. Visible on the Order Record > Quick Pay section. An image of the Order Recod, highlighting the Quick Pay Code.
Order Record Number RecordNumber The record number of the customer. Visible on the Order Record > Customer section. An image of the Order Record, highlighting the Customer Record Number.
Order Related Organization Acronym RelatedOrganizationAcronym The acronym of the organization related to the customer on the order. Visible on the Organization Record > Account tab > Organization Info menu option. An image of the Organization Record, highlighting the organization's acronym.
Order Related Organization BranchName RelatedOrganizationBranchName The branch name of the organization related to the customer on the order. Visible on the Organization Record > Account tab > Organization Info menu option. An image of the Organization Record, highlighting the Branch Name.
Order Related Organization Id RelatedOrganizationId The ID of the organization related to the customer on the order. Visible in the URL when viewing the related Organization's Record. An image of the Organizaiton Record, highlighting the organization id.
Order Related Organization Name RelatedOrganizationName The name of the organization related to the customer on the order. Visible on the Customer Record > Account tab > Relationships menu option > select appropriate tab. An image of the Customer Record, highlighting the related organization's name.
Order Related Organization Relationship Name RelatedOrganizationRelationshipName The relationship name used to describe the connection between the related organization and customer on the order. Visible on the Customer Record > Account tab > Relationships menu option > select appropriate tab. An image of the Customer Record, highlighting the related organization relationship name.
Order Void Date VoidDate The date the order was voided. Visible on the voided Order Record. An image of the Order Record, highlighting the Void Date.
Sub-table Field Field Name Description Additional Information Image
Address City AddressCity All cities connected with any address for the customer on the order. Visible on the Customer Record > Account tab > Contact Info section > Addresses tab. An image of the Customer Record, highlighting the Address information.
Address Country Name AddressCountryName All country names connected with any address for the customer on the order.
Address County AddressCounty All counties connected with any address for the customer on the order. Visible on the Customer Record > Account tab > Contact Info menu option > Address tab > hover over the "i" icon. An image of the Individual Record, highlighting the County information within the Addresses tab.
Address Is Primary AddressIsPrimary The primary address for the customer on the order. Visible on the Customer Record > Account tab > Contact Info section > Addresses tab. An image of the Customer Record, highlighting the Is Primary Address.
Address Line1 AddressLine1 All Line 1s connected with any address for the customer on the order. Visible on the Customer Record > Account tab > Contact Info section > Addresses tab. An image of the Customer Record, highlighting the Address information.
Address Line2 AddressLine2 All Line 2s connected with any address for the customer on the order.
Address Line3 AddressLine3 All Line 3s connected with any address for the customer on the order.
Address State AddressState All states connected with any address for the customer on the order.
Address Zip AddressZip All zip codes connected with any address for the customer on the order.
Sub-table Field Field Name Description Additional Information Image
AutoPay Authorization Code AutoPayAuthorizationCode The authorization code received by the merchant for a credit card or ACH payment reporting the payment was good. This information is not visible outside of query results.  
AutoPay Created By AutoPayCreatedBy The user who created the autopay. Visible on the Customer Record > Purchases tab > Auto Payments menu option > Click Edit beside the auto payment. An image of the Customer Record, highlighting the Created By and Created On Information.
AutoPay Created On AutoPayCreatedOn The date the autopay was created.
AutoPay Decline Date AutoPayDeclineDate The date the autopay was declined. Visible on the Order Record, within the Auto Payment section. An image of the Order Record, highlighting the Decline Date.
AutoPay Modified By AutoPayModifiedBy The user who modified the autopay. Visible on the Customer Record > Purchases tab > Auto Payments menu option > Click Edit beside the auto payment. An image of the Customer Record, highlighting the Modified By and Modified On information.
AutoPay Modified On AutoPayModifiedOn The date the autopay was modified.
AutoPay Name On Check AutoPayNameOnCheck The person's name on the payment method. Visible on the Order Record, within the Auto Payment section. An image of the Order Record, highlighting the Name on the autopayment.
AutoPay Payment Method AutoPayPaymentMethod The type of payment method used for the autopay. An image of the Order Record, highlighting the Payment Method.
AutoPay Purpose AutoPayPurpose Autopay collects payments for various purposes and the purpose indicates the type of autopay. (Options: AutoPay, Authorize, PurchaseOrder)

"Autopay" refers to our standard autopay option, which users can enroll in during checkout or through their invoice or order profile.
"Authorize" refers to a require approval scenario. When we set up a price with delayed capture enabled, the transaction waits for approval from an admin before processing.

"Purchase Order" is a payment method in the system.

 An image of the Setup Auto Payment button.An image of the requires approval option.
AutoPay Reference Number AutoPayReferenceNumber The reference number provided by the merchant for the auto payment transaction. Visible on the Payment Record, within the Payment Information section. An image of the Payment Record, highlighting the Reference Number.
AutoPay Tendered AutoPayTendered The total payment amount that has been collected thus far towards the total amount. Visible on the Order Record, within the Payments section. An image of the Order Record, highlighting the Amount Tendered.
AutoPay Vault Number AutoPayVaultNumber The token used to retrieve the credit card number from the vault when the stored payment method is used for auto payment. This information is not visible outside of query results.  
Sub-table Field Field Name Description Additional Information Image
Batch Date BatchDate The batch date indicated in the specific batch setup. This is the transaction date on the order record. Visible on the Batch Record > Details tab > Info Section. An image of the Batch Record highlighting the Business Unit and Batch Date.
Batch Name BatchName The name of the batch the order is included in. Visible at the top of the Order Record. An image of the Order Record, highlighting the Batch Name.
Sub-table Field Field Name Description Additional Information Image
Billing Address City BillingAddressCity The billing address city. Visible on the Order Record, under the Billing section. An image of the Order Record, highlighting the City and Country connected with the Billing Address.
Billing Address Country Name BillingAddressCountryName The billing address country name.
Billing Address Customer Id BillingAddressCustomerId The unique ID string of the customer profile connected with the billing address. Visible in the URL when viewing the Customer Record connected with the billing address. An image of the Customer Record, highlighting the customer id in the URL.
Billing Address First Name BillingAddressFirstName The first name of the individual connected with the billing address. Visible on the Order Record > Billing section. An image of the Order Record, highlighting the City and Country connected with the Billing Address.
Billing Address Last Name BillingAddressLastName The last name of the individual connected with the billing address.
Billing Address Line1 BillingAddressLine1 The billing address line 1.
Billing Address Line2 BillingAddressLine2 The billing address line 2.
Billing Address Line3 BillingAddressLine3 The billing address line 3.
Billing Address Organization Name BillingAddressOrganizationName The name of the organization connected with the billing address. Visible on the Order Record > Billing section. An image of the Order Record, highlighting the Organization Name of the Billing Address.
Billing Address Record Number BillingAddressRecordNumber The record number of the customer connected with the billing address. Visible on the Customer Record > Overview tab. An image of the Customer Record highlighting the Record Number.
Billing Address State BillingAddressState The billing address state.

Visible on the Order Record >

Billing section.

 An image of the Order Record, highlighting the City and Country connected with the Billing Address.
Billing Address Zip BillingAddressZip The billing address zip code.
Sub-table Field Field Name Description Additional Information Image
Custom Fields Custom Fields are set up per environment. VARIES Custom fields accessed from this query join include non-itemized and itemized fields. Itemized fields relate to a specific record and non-itemized fields appear for all records of a certain type. The custom field values stored can be located anywhere the custom fields are set to show. (ie. Organization Info section of an Organization Record or when registering for any event.) An image of the Organization Record highlighting a non-itemized custom field.
Sub-table Field Field Name Description Additional Information Image
Email Address EmailAddress All the email addresses connected with the customer on the order. Visible on the Customer Record > Account tab > Contact Info section > Email Addresses tab. An image of the Customer Record, highlighting the Email Addresses.
Email Archived Date EmailArchivedDate The date the customer's email address was archived.

The "Archived" label is visible on the Customer Record > Account tab > Contact Info section > Email Addresses tab.

The archived date is not available outside of query results.

 An image of the related Individual's Record, highlighting the Archived email label.
Email Is Primary EmailIsPrimary The customer's primary email address.

Visible on the Customer Record > Account tab > Contact Info section > Email Addresses tab.

Best Practice: Filter on Email Is Primary IS EQUAL TO Yes and Result Field Email Address.

 An image of the Customer Record, highlighting the Is Primary email address.
Email Last Bounce Date EmailLastBounceDate The last date the customer's emailed bounced. This information is not available outside of query results.  
Email Type EmailType

The customers type of email address.

(Work, Home, Other)

 Visible on the Customer Record > Account tab > Contact Info section > Email Addresses tab. An image of the Customer Record, highlighting the type of email addresses.
Sub-table Field Field Name Description Additional Information Image
Inactive Membership Expire Date InactiveMembershipExpireDate The date the inactive membership expires for the customer on the order. Visible on the Customer Record > Purchases tab > Memberships menu option > Inactive Memberships tab > Click Edit to view the Term Purchase page. An image of the Membership Term Purchase page, highlighting the Expire Date.
Inactive Membership Is Active Member InactiveMembershipIsActiveMember The customer on the order is an active member, but has an inactive membership on their record.

Active Membership status is visible on the Customer Record > Overview tab.

Inactive Membership is visible on the Customer Record > Purchases tab > Memberships menu option > Inactive Memberships tab.

 An image of the Customer Record, highlighting the Memberships Status. An image of the Customer Record, highlighting the Inactive Memberships tab.
Inactive Membership Status InactiveMembershipStatus The status of the inactive membership for the customer on the order. Visible on the Customer Record > Purchases tab > Memberships menu option > Inactive Memberships tab > Click Edit to view the Term Purchase page. An image of the Membership Term Purchase page, highlighting the Status.
Inactive Membership Terminate Date InactiveMembershipTerminateDate The date the inactive membership was terminated for the customer on the order. Visible on the Customer Record > Purchases tab > Memberships menu option > Inactive Memberships tab > Click Edit to view the Term Purchase page. An image of the Membership Term Purchase page, highlighting the Termination Date.
Inactive Membership Terminate Reason InactiveMembershipTerminateReason The reason the inactive membership was terminated for the customer on the order. Visible on the Customer Record > Purchases tab > Memberships menu option > Inactive Memberships tab > Click Edit to view the Term Purchase page. An image of the Membership Term Purchase page, highlighting the Terminate Reason.
Sub-table Field Field Name Description Additional Information Image
Marketing Campaign Code MarketingCampaignCode The code of the emarketing campaign. Visible at the top of the Order Record. An image of the Order Record, highlighting the Campaign Code.
Marketing Campaign Description MarketingCampaignDescription The description of the emarketing campaign. Visible on the Campaign Record > Details tab > General Info section. An image of the Campaign Record, highlighting the Description field.
Marketing Campaign End Date MarketingCampaignEndDate The last day the emarketing campaign is available. Visible on the Campaign Record > Details tab > General Info section. An image of the Campaign Record, highlighting the End Date.
Marketing Campaign Goal MarketingCampaignGoal The monetary goal of the emarketing campaign. Visible on the Campaign Record > Details tab > General Info section. An image of the Campaign Record, highlighting the Goal.
Marketing Campaign Name MarketingCampaignName The name of the emarketing campaign. Visible at the top of the Order Record. An image of the Order Record, highlighting the Campaign Name.
Marketing Campaign Start Date MarketingCampaignStartDate The first day the emarketing campaign is available. Visible on the Campaign Record > Details tab > General Info section. An image of the Campaign Record, highlighting the Start Date.
Sub-table Field Field Name Description Additional Information Image
Membership Effective Date MembershipEffectiveDate The date the membership became effective for the customer on the order.

This Membership Sub-table relates to active membership.

Visible on the Customer Record > Purchases tab > Memberships menu option.

 An image of the Customer Record, highlighting the Membership Effective Date.
Membership Expire Date MembershipExpireDate The date the membership expires for the customer on the order. An image of the Customer Record, highlighting the Membership Expire Date.
Membership Is Chapter MembershipIsChapter The membership is a chapter membership. An image of the Customer Record, highlighting the Chapter Membership.
Membership Join Date MembershipJoinDate The date the customer became a member. An image of the Customer Record, highlighting the Membership Join Date.
Membership Type MembershipType The membership type of the customer on the order. An image of the Customer Record, highlighting the Membership Type.
Sub-table Field Field Name Description Additional Information Image
Non-Itemized Custom Field Custom Fields are set up per environment. VARIES Custom fields are unique per client environment - the custom fields accessed from this query join will act as NON-itemized fields, which means the values entered will not be unique to the purchase. The custom field values stored can be located anywhere the custom fields are set to show. (ie. Organization Info section of an Organization Record)  
Sub-table Field Field Name Description Additional Information Image
Note Category Name NoteCategoryName The category name assigned to the note. Visible on the Order Record > Notes section. An image of the Order Record, highlighting the Notes section.
Note Content NoteContent The contents of the note.
Note Created By NoteCreatedBy The user who created the note.
Note Created On NoteCreatedOn The date the note was created in the system.
Note Follow Up Date NoteFollowUpDate The date on which to follow up.
Note Is Internal NoteIsInternal

The note is marked as is internal.

(Visible to staff only.)

 Visible when adding or editing a note on the Order Record. An image of the Order Record, highlighting the Is Internal checkbox when adding or editing a Note.
Note Title NoteTitle The title of the note. Visible on the Order Record > Notes section. An image of the Order Record, highlighting the Notes section.
Sub-table Field Field Name Description Additional Information Image
Product Category Name ProductCategoryName The name of the product category. Visible in the Products App > Setup > Product Categories. An image of the Setup option within the Products App, highlighting the Product Category Name.
Product Code ProductCode The code for the product. Visible on the Product Record > Details tab > General Info section. An image of the Product Record, highlighting the Code field.
Product Name ProductName The name of the product. Visible on the Product Record > Details tab > General Info section. An image of the Product Record, highlighting the Name field.
Product Type ProductType

The type of product.

(Event, Certification, Fund, etc.)

 These are terms created by the system based on where a product was set up. The type of product is visible on the top of the Product Record. An image of the Product Record, highlighting the type of product.
Sub-table Field Field Name Description Additional Information Image
Related Individual Customer Id RelatedIndividualCustomerId The customer ID of the individual related to the customer on the order. Visible in the URL when viewing the record of the individual related to the customer on the order. An image of the Customer Record, highlighting the Customer Id.
Related Individual Designations RelatedIndividualDesignations The designation of the individual related to the customer on the order. Visible on the related individual's Customer Record > Account tab > Additional Info Section > Designations tab. An image of the Customer Record, highlighting the Designations tab.
Related Individual End Date RelatedIndividualEndDate The end date of the relationship between the related individual and the customer on the order. Visible on the related individual's Customer Record > Account tab > Relationships Section. An image of the Customer Record, highlighting the End Date.
Related Individual First Name RelatedIndividualFirstName The first name of the individual related to the customer on the order. An image of the Customer Record highlighting Name.
Related Individual Last Name RelatedIndividualLastName The last name of the individual related to the customer on the order. An image of the Customer Record highlighting Name.
Related Individual Record Number RelatedIndividualRecordNumber The record number of the individual related to the customer on the order. Visible on the related individual's Customer Record > Overview tab. An image of the Customer Record highlighting the Record Number.
Related Individual Relationship Name RelatedIndividualRelationshipName The relationship name used to describe the connection between the related individual and customer on the order. Visible on the related individual's Customer Record > Account tab > Relationships Section. An image of the Customer Record highlighting the Relationship name.
Related Individual Start Date RelatedIndividualStartDate The start date of the relationship between the related individual and the customer on the order. An image of the Customer Record highlighting the Start Date.
Related Individual Title RelatedIndividualTitle The title of the individual related to the customer on the order. Visible on the related individual's Customer Record > Account tab > Personal Info Section. An image of the Customer Record, highlighting the Title field.
Sub-table Field Field Name Description Additional Information Image
Related Individual Email Address Related Individual EmailAddress The email address of the individual related to the customer on the order. Visible on the related individual's Customer Record > Account tab > Contact Info section > Email Address tab. An image of the Customer Record, highlighting the email adresses with the Contact Info section.
Related Individual Email Archived Date Related Individual EmailArchivedDate The archived date of the email address of the individual related to the customer on the order.

The "Archived" label is visible on the related individual's Customer Record > Account tab > Contact Info section > Email Address tab.

The archived date is not available outside of query results.

 An image of the related Individual's Record, highlighting the Archived email label.
Related Individual Email Is Primary Related Individual EmailIsPrimary The primary email address of the individual related to the customer on the order.

Visible on the related individual's Customer Record > Account tab > Contact Info section > Email Address tab.

Best Practice: Filter on Email Is Primary IS EQUAL TO Yes and Result Field Email Address.

 An image of the Customer Record, highlighting the Is Primary email address.
Related Individual Email Type Related Individual EmailType

The type of email address of the individual related to the customer on the order.

(Work, Home, Other)

 Visible on the related individual's Customer Record > Account tab > Contact Info section > Email Address tab. An image of the Customer Record, highlighting the type of email addresses.
Sub-table Field Field Name Description Additional Information Image
Related Individual Phone Home Phone Related Individual PhoneHomePhone The home phone number of the individual related to the customer on the order. Visible on the related individual's Customer Record > Account tab > Contact Info section > Phone Numbers tab. An image of the Customer Record, highlighting the Phone Numbers.
Related Individual Phone Mobile Phone Related Individual PhoneMobilePhone The mobile phone number of the individual related to the customer on the order.
Related Individual Phone Optional Phone Related Individual PhoneOptionalPhone The optional phone number of the individual related to the customer on the order.
Related Individual Phone Primary Phone Related Individual PhonePrimaryPhone The primary (main) phone number of the individual related to the customer on the order.
Related Individual Phone Toll Free Phone Related Individual PhoneTollFreePhone The toll free phone number of the individual related to the customer on the order.
Related Individual Phone Work Phone Related Individual PhoneWorkPhone The work phone number of the individual related to the customer on the order.
Sub-table Field Field Name Description Additional Information Image
Shipping Address City Shipping AddressCity The customer's shipping address city. Visible on the Order Record, under the Shipping section. An image of the Order Record, highlighting the Shipping Address.
Shipping Address Country Name Shipping AddressCountryName The customer's shipping address country name.
Shipping Address Is Preferred Billing Shipping AddressIsPreferredBilling The address preferred for billing purposes. Visible on the Customer Record > Account tab > Contact Info section > Addresses tab. An image of the Customer Record, highlighting the preferred billing address.
Shipping Address Is Preferred Directory Shipping AddressIsPreferredDirectory The address preferred for directory purposes. An image of the Customer Record, highlighting the preferred directory address.
Shipping Address Is Preferred Shipping Shipping AddressIsPreferredShipping The address preferred for shipping purposes. An image of the Customer Record, highlighting the preferred shipping address.
Shipping Address Is Primary Shipping AddressIsPrimary The shipping address is the primary address. An image of the Customer Record, highlighting the shipping address is the primary address.
Shipping Address Latitude Shipping AddressLatitude The latitude of the customer's shipping address. Visible on the Customer Record > Account tab > Contact Info menu option > Address tab > hover over the "i" icon. An image of the Individual Record, highlighting the Latitude information within the Addresses tab.
Shipping Address Line1 Shipping AddressLine1 The customer's shipping address line 1. Visible on the Order Record, under the Shipping section. An image of the Order Record, highlighting the Shipping Address.
Shipping Address Line2 Shipping AddressLine2 The customer's shipping address line 2.
Shipping Address Line3 Shipping AddressLine3 The customer's shipping address line 3.
Shipping Address Longitude Shipping AddressLongitude The longitude of the customer's shipping address. Visible on the Customer Record > Account tab > Contact Info menu option > Address tab > hover over the "i" icon. An image of the Individual Record, highlighting the Longitude information within the Addresses tab.
Shipping Address State Shipping AddressState The customer's shipping address state. Visible on the Order Record, under the Shipping section. An image of the Order Record, highlighting the Shipping Address.
Shipping Address Zip Shipping AddressZip The customer's shipping address zip code.