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TransactionV1 Properties | |
The TransactionV1 type exposes the following members.
Properties| Name | Description | |
|---|---|---|
 | AccountID |
Unique identifier used to specify account associated with the transaction. Created in Epic SDK V3.0. |
| AccountTypeCode |
Type of account the transaction is for. Created in Epic SDK V3.0. Sometimes Required |
| AttachToOption |
Attach To Option Created in Epic SDK V3.0. |
| AutoGenerateTaxes |
Whether taxes should be auto generated for a transaction on insert. Created in Epic SDK 2021. |
| Balance |
Balance of the transaction. Created in Epic SDK V3.0. |
| BasicInstallmentOption |
Basic Installment Option Created in Epic SDK V6.0. |
| BillingValue |
Used to populate and display billing information. Object is ignored for payment transactions. Created in Epic SDK V3.0. |
| BillNumber |
BillNumber is required when BillNumberOption is ExistingBill. Ignored otherwise. Created in Epic SDK V3.0. |
| BillNumberOption |
Bill number options (new bill/existing bill) Created in Epic SDK V3.0. |
| CommissionsValue |
Used to expose properties contained in the corresponding tab. Created in Epic SDK V5.0. |
| Description |
If blank, defaults based on TransactionCode. Ignored if BasicInstallmentOption is Installment. Created in Epic SDK V4.1. Sometimes Required |
| DetailValue |
Used to expose properties contained in the corresponding tab. Created in Epic SDK V5.0. |
| Discrepancy |
Exposes transaction discrepancy. Created in Epic SDK V5.0. |
| IgnoreAgencyCommissionLessThanProducerBroker |
Ignore agency commission less than producer broker. Created in Epic SDK V5.0. |
| IgnoreFlatCommission |
Used to ignore flat commission. Created in Epic SDK V5.0. |
| InstallmentCycles |
InstallmentCycles defaults when blank. When InstallmentType is Custom, it defaults to 1. Only used if BasicInstallmentOption is Installment. Created in Epic SDK V6.0. |
| InstallmentDownPayment |
Only used if BasicInstallmentOption is Installment. Created in Epic SDK V6.0. |
| InstallmentNumber |
Only seen for Installment transaction. Created in Epic SDK V6.0. |
| InstallmentPlanID |
A Unique identifier is necessary because description can have duplicates. Installment plan must be blank when InstallmentType is Custom. Only used if BasicInstallmentOption is Installment. Created in Epic SDK V6.0. |
| InstallmentSequenceNumber |
Only seen for Installment transaction. Created in Epic SDK V6.0. |
| InstallmentsValue |
Used to expose installment information used to insert installment transactions. Object is ignored for payment transactions. Created in Epic SDK V6.0. |
| InstallmentType |
InstallmentType defaults to Monthly. Only used if BasicInstallmentOption is Installment. Created in Epic SDK V6.0. |
| InvoicePaymentOption |
Whether the transaction is an invoice or payment transaction. Created in Epic SDK 2017 R2. |
| InvoiceValue |
Used to populate and display invoice information. Object is ignored for payment transactions. Created in Epic SDK V5.0. |
| IsReadOnly |
Whether the parent policy is read only. Items of read only applications cannot be modified. Created in Epic SDK V3.0. |
| ItemNumber |
Exposes the item number that every transaction is automatically sequentially assigned. Created in Epic SDK V3.0. |
| PackagePolicyReplaceFullAnnualizedCommission |
Only allowed if a package policy is chosen and the update policy annualized setting for the selected transaction code is 'Replace'. If blank, then defaults to AgencyCommissionAmount. Created in Epic SDK 2014. |
| PackagePolicyReplaceFullAnnualizedPremium |
Only allowed if a package policy is chosen and the update policy annualized setting for the selected transaction code is 'Replace'. If blank, then defaults to AgencySplitAmount. Created in Epic SDK 2014. |
| PaymentInstallmentItems |
Used to populate and display installment fields for payment transactions. Object is ignored for non-payment transactions.
|
| PaymentLineID |
Unique identifier used to specify line item associated with the transaction. LineID is required when attach to option is Line otherwise ignored. Created in Epic SDK 2017 R2. |
| PaymentMethodValue |
Used to populate and display payment method fields for payment transactions. Object is ignored for non-payment transactions. PYMT transactions do not display payment method information. Created in Epic SDK 2017 R2. |
| PaymentValue |
Used to populate and display payment fields for payment transactions. Object is ignored for non-payment transactions. Created in Epic SDK 2017 R2. |
| PolicyID |
Unique identifier used to specify policy item associated with the transaction. PolicyID is required when attach to option is Policy, otherwise ignored. Use Get_Policy and search by Account ID. Created in Epic SDK V3.0. |
| PolicyTypeCode |
Exists to easily view the Policy Type of the Policy. Created in Epic SDK V3.0. |
| ServiceID |
Unique identifier used to specify a Service. Required if AttachToOption is Service. Ignored otherwise. Can be obtained using Get_Service. Created in Epic SDK 2017 R2. |
| ServiceItemizationID |
Unique identifier used to specify a Service Itemization. Ignored if AttachToOption is not Service. Can be obtained using Get_Service. Created in Epic SDK 2017 R2. |
| TransactionAmount |
Transaction Amount Created in Epic SDK V3.0. Sometimes Required |
| TransactionCode |
Transaction Code Created in Epic SDK V3.0. Sometimes Required |
| TransactionID |
Unique identifier used to specify current transaction item. Created in Epic SDK V3.0. Sometimes Required |
| UpdateInstallmentsOption |
Option whether to update installment values. Created in Epic SDK V6.0. |
See Also