Data Sets

The following data sets are required for use with the PandaDoc integration:

Sales & Booking transactions: ROI applications, contracts, agreements
Cremated Remains authorisations: collections, interments, scatters
Memorial Inscriptions: memorial orders, interments

When creating new templates within PandaDoc, the user (systems administrator) will have access to these data sets; and will be able to prepare the PandaDoc template with corresponding field names.

Each data set (SQL view) can only be used with 1 entity, ie. attached to "Generate PandaDoc Document" on a single screen in byondpro, e.g. Sales & Booking summary.

1. Sales & Booking Transactions

Sales & Bookings	Locations	Authorising Person	Reference Person	Company	Sales Order
Sales & Booking ID	tran_LocationID	tran_AuthPersonID	tran_Deceased	tran_FuneralCompanyID	orhe_opssaleID
Date of Service	Location Code	First Name	First Name	Name	Bill-To Company Name
Site Name	Site Name	Middle Name	Middle Name	Email	Bill-To Person Name
PO Number	Area Name	Last Name	Last Name	Address 1	Reference Person
	Area S1 Name	Salutation	Salutation	Address 2	Authorising Person
plus all fields in	Area S2 Name	Suffix	Suffix	City/suburb	Invoice Date
v_OGSBooking	Area S3 Name	Post Nominal	Post Nominal	State	Invoice Number
[GSM/Task Manager]	Location Name	Email	Email	Postcode	Order Total
	Full Name String	Address 1	Address 1	Country	Order Total Tax
	Purpose	Address 2	Address 2
	Type	City/suburb	City/suburb
	No. of Interments	State	State
	No. of CR Interments	Postcode	Postcode
	Sales Status	Country	Country
	Operational Status		Date of Birth
			Date of Death
	Primary Rights Holder		Date of Service
	First Name		Disposition
	Middle Name
	Last Name
	Salutation
	Suffix
	Post Nominal
	Email

	Joint HOR (up to 4)
	First Name
	Middle Name
	Last Name
	Salutation
	Suffix
	Post Nominal
	Email

2. Cremated Remains authorisations

Sales & Bookings	Locations	Authorising Person	Reference Person	Cremated Remains
S&B ID	tran_LocationID	tran_AuthPersonID	tran_Deceased	crem_DeceasedID
Date of Service	Location Code	First Name	First Name	CR Reference Number
Site Name	Site Name	Middle Name	Middle Name	Current Location: code & full name string
	Area Name	Last Name	Last Name	CR Instruction
	Area S1 Name	Salutation	Salutation	CR Status
	Area S2 Name	Suffix	Suffix	Foreign Remains
	Area S3 Name	Post Nominal	Post Nominal
	Location Name	Email	Date of Birth
	Full Name String	Address 1	Date of Death
	Purpose	Address 2	Date of Service	Deceased Auth Person
	Type	City/suburb		crem_AuthorisingPersonID
		State		First Name
		Postcode		Middle Name
	Primary Rights Holder	Country		Last Name
	First Name			Salutation
	Middle Name			Suffix
	Last Name			Post Nominal
	Salutation			Email
	Suffix			Address 1
	Post Nominal			Address 2
	Email			City/suburb
				State
				Postcode
				Country

3. Memorial Inscriptions:

Sales & Bookings	Locations	Authorising Person	Reference Person	Memorial Order	Memorial Inscriptions
S&B ID	tran_LocationID	tran_AuthPersonID	tran_Deceased	plor_OPSSaleID	[many to one]
Date of Service	Location Code	First Name	First Name	Borders	Inscription	OPMMemAtt
Site Name	Site Name	Middle Name	Middle Name	Bromide Required	Line Number	OPMMemAtt
	Area Name	Last Name	Last Name	Date Ordered	Inscription	OPMMemIns
	Area S1 Name	Salutation	Salutation	Date PO Raised	Line Number	OPMMemIns
	Area S2 Name	Suffix	Suffix	Date Received	Position	OPMMemIns
	Area S3 Name	Post Nominal	Post Nominal	Design Feature
	Location Name	Email	Date of Birth	Emblem
	Full Name String	Address 1	Date of Death	Emblem Position
	Purpose	Address 2	Date of Service	Expected Delivery Date
	Type	City/suburb	Disposition	Fitting
		State		Flower Container
		Postcode		Granite Colour
	Primary Rights Holder	Country		Headstone Colour
	First Name			Headstone Order Type
	Middle Name			Headstone Style
	Last Name			Installation Instructions
	Salutation			Memorial Only
	Suffix			Memorial Type
	Post Nominal			Next of Kin Attendance
	Email			Order
				Photo
				Photo Instructions
				Photo Position
				Photo Size mm (WxH)
				Photo Style
				Plaque Colour
				Plaque Type
				Scroll Designs
				Special Instruction
				Supplier Order Number
				Type Description
				Type of Work
				Unveiling
				Vases

Data Sets

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