Report Data Warehouse revision history

This topic lists the changes to the Data Warehouse schema, starting with the latest release.

Current release

January 31, 2024 (Release 2024.1)

The following report displays the changes to the Data Warehouse views in Microsoft Excel format.

No changes.

Previous releases

  • The following report displays the changes to the Data Warehouse views in Microsoft Excel format.

  • Release information is now available in an easy-to-reference spreadsheet. The following report displays the changes to the Data Warehouse views in Microsoft Excel format.

  • View name Type of update Columns
    wh_account_location Columns added

    override_account_tax_settings, bit, NOT NULL
    is_tax_exempt, bit, NOT NULL
    tax_region_id, int, NULL
    wh_contract_exclusion_allocation_code New view added contract_exclusion_allocation_code_id, int, NOT NULL
    contract_id, int, NOT NULL
    allocation_code_id, int, NOT NULL
    wh_contract_exclusion_role New view added

    contract_exclusion_role_id, int, NOT NULL
    contract_id, int, NOT NULL
    role_id, int, NOT NULL
    wh_note_product New view added note_id, int, NOT NULL
    product_id, int, NOT NULL
    wh_opportunity Columns added created_by_resource_id, int, NULL
    owner_resource_id, int, NULL

    wh_opportunity

    Column changed

    creator_resource_id, int, NULL
    wh_opportunity_checklist_item New view added opportunity_checklist_item_id, int, NOT NULL
    name, varchar, NOT NULL
    sort_order, int, NOT NULL
    opportunity_id, int, NOT NULL
    completed_time, datetime, NULL
    completed_by_resource_id, int, NULL
    is_important, bit, NOT NULL
    wh_task_checklist_item New view added task_checklist_item_id, int, NOT NULL
    name, varchar, NOT NULL
    sort_order, int, NOT NULL
    task_id, int, NOT NULL
    completed_time, datetime, NULL
    completed_by_resource_id, int, NULL
    is_important, bit, NOT NULL
  • View name Type of update Columns
    wh_crm_note_type Column changed Character maximum length changed from 32 to 100
    wh_crm_todo_type Column changed Character maximum length changed from 32 to 100
    wh_installed_product Column added installed_product_category_id, int, NOT NUL
    wh_installed_product_category New view added name, varchar, NOT NULL
    sort_order,tinyint, NOT NULL
    is_system, bit, NOT NULL
    is_default, bit, NOT NULL
    is_default_in_client_portal, bit, NOT NULL
    is_active, bit, NOT NULL
    created_by_resource_id, int, NOT NULL
    created_time, datetime, NOT NULL
    last_modified_by_resource_id, int, NOT NULL
    last_modified_time, datetime, NOT NULL
    wh_opportunity Column added description, varchar, NOT NULL

    wh_opportunity

    Column removed

    projected_live_ship_date
    wh_opportunity_category New view added opportunity_category_id, int, NOT NULL
    name, varchar, NOT NULL
    sort_order,tinyint, NOT NULL
    is_system, bit, NOT NULL
    is_default, bit, NOT NULL
    is_active, bit, NOT NULL
    created_by_resource_id, int, NOT NULL
    created_time, datetime, NOT NULL
    last_modified_by_resource_id, int, NOT NULL
    last_modified_time, datetime, NOT NULL
    wh_product Column added is_eligible_for_rma, bit, NOT NULL
    wh_project_task_category Columns added project_task_category_id, int, NOT NULL
    name, varchar, NOT NULL
    sort_order,tinyint, NOT NULL
    is_system, bit, NOT NULL
    is_default, bit, NOT NULL
    is_default_in_client_portal, bit, NOT NULL
    is_active, bit, NOT NULL
    created_by_resource_id, int, NOT NULL
    created_time, datetime, NOT NULL
    last_modified_by_resource_id, int, NOT NULL
    last_modified_time, datetime, NOT NULL
    wh_quote Column changed Character maximum length changed from 100 to 128
    wh_rma_request New view added rma_request_id, int, NOT NULL
    task_id, int, NOT NULL
    internal_currency_credit_amount, decimal, NOT NULL
    account_currency_credit_amount, decimal, NOT NULL
    credit_detail, varchar, NOT NULL
    create_charge, bit, NOT NULL

    wh_rma_status

    		New view added rma_status_id, int, NOT NULL
    display_name, varchar, NOT NULL
    sort_order, tinyint, NOT NULL

    wh_rma_type

    		New view added rma_types_id, int, NOT NULL
    display_name, varchar, NOT NULL
    sort_order, tinyint, NOT NULL

    wh_task

    Columns added

    		 rma_status_id, int, NULL
    rma_type_id, int, NULL
  • View name Type of update Columns
    wh_billing_item Column removed create_date (this field was replaced by posted_date (the date the user enters during Approve & Post) and create_time (the actual time the posting occured))
    wh_billing_item Column removed create_time
    wh_note_installed_product New view added

    note_id, int, NOT NULL

    installed_product_id, int, NOT NULL
    wh_opportunity Column renamed From "create_date" to "start_date"
    wh_opportunity Column added

    promised_fulfillment_date

    IMPORTANT  This column is to replace projected_live_ship_date. Current Data Warehouse users who are using the projected_live_ship_date must update their integrations.
    wh_opportunity Column added

    create_date

    IMPORTANT  This is the same name that used to refer to the "start_date" column. Current Data Warehouse users who were using the old create_date (now named start_date) must update their integrations.
    wh_person New view added person_id, int, NOT NULL
    resource_id, int, NULL
    account_contact_id, int, NULL
    narrative_full_name, varchar, NOT NULL
    sorting_full_name, varchar, NOT NULL
    narrative_initials, varchar, NOT NULL
    wh_quote Columns added allow_external_approval_response_in_client_portal, bit, NOT NULL
    quote_approval_status_id, int, NOT NULL
    approval_status_last_modified_by_resource_id, int, NOT NULL
    approval_status_last_modified_time, datetime, NOT NULL
    quote_external_approval_status_id, int, NULL
    external_approval_signature, varchar, NOT NULL
    external_approval_time, datetime, NULL
    wh_quote_approval_status New view added quote_approval_status_id, int, NOT NULL
    name, varchar, NOT NULL
    display_name, varchar, NOT NULL
    wh_quote_external_approval_status New view added quote_external_approval_status_id, int, NOT NULL
    name, varchar, NOT NULL
    display_name, varchar, NOT NULL
    wh_task_time_tracking New view added project_task_time_tracking_id, int, NOT NULL
    time_subitem_id, int, NOT NULL
    action_performed_by_person_id, int, NOT NULL
    action_performed_time, datetime, NOT NULL
    tracking_action_id, tinyint, NOT NULL
    wh_task_time_tracking_column New view added project_task_time_tracking_column_id, smallint, NOT NULL
    display_name, varchar, NOT NULL
    wh_task_time_tracking_column_data New view added project_task_time_tracking_column_data_id, bigint, NOT NULL
    project_task_time_tracking_id, int, NOT NULL
    project_task_time_tracking_column_id, smallint, NOT NULL
    old_value, varchar, NULL
    new_value, varchar, NULL
    wh_ticket_time_tracking New view added ticket_time_tracking_id, int, NOT NULL
    time_subitem_id, int, NOT NULL
    action_performed_by_person_id, int, NOT NULL
    action_performed_time, datetime, NOT NULL
    tracking_action_id, tinyint, NOT NULL
    wh_ticket_time_tracking_column New view added ticket_time_tracking_column_id, smallint, NOT NULL
    display_name, varchar, NOT NULL
    wh_ticket_time_tracking_column_data New view added ticket_time_tracking_column_data_id, bigint, NOT NULL
    ticket_time_tracking_id, int, NOT NULL
    ticket_time_tracking_column_id, smallint, NOT NULL
    old_value, varchar, NULL
    new_value
    wh_tracking_action New view added tracking_action_id, tinyint, NOT NULL
    name, varchar, NOT NULL