Report Data Warehouse revision history

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

Index

Current release

May 8, 2023 (Release 2023.3)

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

Previous releases

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

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

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

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

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

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 speadsheet. 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