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    Database Views

    The Acctivate database includes Data Views that are designed for Crystal Reports, Excel queries, and other read-only integrations.

    Common Views for Reporting

    Below are the most common database views used for reporting

    Data View Description
    Customer Primary customer information
    CustomerShip List of customer ship-to information (location ID, address, phone, email, tax category, misc note)
    Invoice Invoice header information (Invoice number, dates, terms, bill to info, ship-to info, etc.)
    InvoiceDetail Invoice details (product ID, warehouse, quantity ordered/ship, pricing, etc.)
    OrderDetail Order line details (product ID, warehouse, quantity ordered/ship, pricing, etc.)
    OrderDetailLot Lot/Serial number selected for each product in sales order detail
    Orders Order header information (Order number, dates, terms, bill to info, ship-to info, etc.)
    PO Purchase Order information (PO number, requested date, ship-to information, etc.)
    PODetail Purchase Order details (product ID, quantity, price, special instructions, etc.)
    Product Product information (Description, Alternate ID, UPC, weight, etc.)
    ProductWarehouseSummary Summarizes warehouse information for specific product (Qty on hand, value, reorder, etc.)

    All Database Views

    The following list of data views are available for reporting and integrations.

    Data View Descriptions

    Data View Description
    Access Contains the ID, name and other attributes for each Acctivate user
    Branch Acctivate Branch details (address/phone, GL accounts and logo)
    BusinessActivity Business Activity header information (Activity number, type, status, description, etc.)
    BusinessActivityHistory Business Activity log history
    BusinessActivityRelatedItems The Related Items linked to a Business Activity
    BusinessActivityTimeAndMaterials The Time and Materials associated with a Business Activity
    Carrier Listing of shipping carriers; e.g., UPS, FedEx, etc.
    CarrierBillingOptions The carrier billing option values configured in the Configuration Manager. Used when importing in shipment information using Shipping Workstation integration
    CarrierInsuranceOptions The carrier insurance option values configured in the Configuration Manager. Used when importing in shipment information using Shipping Workstation integration
    CarrierService Listing of shipping carriers service types; e.g., Next Day Air, Ground
    CarrierVoidOptions The carrier void option values configured in the Configuration Manager. Used when importing in shipment information using Shipping Workstation integration
    Charge Customer statement charges entered in QuickBooks
    Class Distinct list of QuickBooks Classes used for Class Tracking
    ContractType Not used
    CostLayerIssues The quantity and amount removed from a layer due to inventory being removed
    CostLayerReceipts The quantity and amount added to a cost layer from inventory being added
    CostLayers The cost layers for FIFO or LIFO costed products
    Currency This list of currency codes, if multi-currency is enabled in QuickBooks
    CustomDataList The list items from custom lists created in the Custom Fields section of Configuration Manager
    Customer Primary customer information
    CustomerBalance The total balance due for a customer
    CustomerChargeTotal The total amount and count of charges per customer
    CustomerContact Customer contact information
    CustomerContract Customer service contract information
    CustomerCreditStatus Current credit status for customers (i.e., Credit Hold, Over Limit, Overdue)
    CustomerEmailAddressList Consolidates customer billing, shipping, and contact email addresses
    CustomerExport The data that can be included in an export when using the Customer Export utility
    CustomerFullName Full, concatenated customer name. E.g., Customer:Job Name
    CustomerInfo Additional customer header level information including Branch and reference fields
    CustomerInvoiceTotal The total number of invoices and invoice amounts for a customer
    CustomerMarketingListXref Legacy. Use MarketingListXRef instead
    CustomerPayment Payments made by a customer
    CustomerPaymentAppliedTotal The total amount and number of customer payments and credits applied to invoices
    CustomerPaymentChargeTotal The total amount and number of customer payments applied to charges
    CustomerPaymentInvoice Details of customer payments applied to invoices
    CustomerPaymentInvoiceTotal The total amount and number of customer payments applied to invoices
    CustomerPaymentTotal The total amount and number of payments made by a customer
    CustomerPaymentView Legacy. Use CustomerPayment instead
    CustomerProduct Cross reference of customers sales history by product
    CustomerShip List of customer ship-to information (location ID, address, phone, email, tax category, misc note)
    CustomerShipToInfo Customer ship-to details for shipping and delivery (ship via, route, mapping, shipping defaults)
    CustomerShipView Legacy. Use CustomerShip instead
    CustomerStatement Consolidated view of all customer A/R transactions
    CustomerTypeInfo Contains the list of Customer Types
    CustomerView Legacy. Use Customer instead
    CustomField The list of custom fields configured in the Configuration Manager
    Document Note and Email attachments
    EDIAdditionalInformation Additional Information on a specific EDI transaction (e.g. Department Number)
    EDIOrderDetailEx Additional Information from the EDI Purchase Order for each sales order line
    EDIOrdersEx Additional Information from the EDI Purchase Order for each sales order
    Employee Employee Name list (includes job & payroll related information from CYMA version)
    FIFOCostLayers Detail list of cost layers for FIFO costed products
    FlattenedKitComponents Includes the Kit product and it's components in the same column. Parents and components are distinguished by a ComponentLevel value
    GLAccount GL Account number and description from QuickBooks
    GLAccountSegment Unused
    ImpExpDocumentColumn Import column names and their destination fields
    InventoryByWarehouseLot Contains the inventory quantities for each product, warehouse, and Lot/Serial
    InventoryJournal Header information for journal entry which posts to QuickBooks
    InventoryJournalDetail Detail information connected to InventoryJournal which posts to QuickBooks
    InventoryJournalDetail_NoAccounts Same as InventoryJournalDetail, but excludes the user friendly account names
    InventoryJournalSummary Inventory journals posted to QuickBooks
    INVLotSerialTrace Header information for a Track and Trace session
    INVLotSerialTraceDetail Details of a Track and Trace session
    Invoice Invoice header information (Invoice number, dates, terms, bill to info, ship-to info, etc.)
    InvoiceAmtSummary Sum of the invoice line amounts
    InvoiceDetail Invoice details (product ID, warehouse, quantity ordered/ship, pricing, etc.)
    InvoicesAndCharges Consolidated view of all customer invoices and statement charges
    INVRegister Session information for all inventory types, i.e., Adjustments, Issues, Receipts, Sales, Balance Adjustments, etc.
    INVTransaction Transactions within a session listed in INVRegister (transaction header information)
    INVTransactionDetail Details of transaction listed in INVTransaction
    INVTransactionDetailOnHandSummary Sum of the on hand quantity and value for a product and warehouse. Includes the count of posted transactions that make up the on hand totals.
    INVTransactionDetailSummary Sum of the quantity and amounts for a product across all posted transactions
    Issue Legacy. Use BusinessActivity instead
    IssueCode Contains the information for the Business Activity Codes list
    IssueLog Log of Business Activity status changes
    IssuePriorityCode Contains the information for the Business Activity Priority Codes list
    IssueResolutionCode Contains the information for the Business Activity Resolution Codes list
    IssueSchedulingClass Contains the information for the Business Activity Scheduling Class list
    IssueStatusCode Contains the information for the Business Activity Status Codes list
    IssueType Contains the information for the Business Activity Type list
    IssueTypeCodeXref The relationship between Activity Codes and Activity Types
    IssueTypePriorityXref The relationship between Activity Priority codes and Activity Types
    IssueTypeResolutionXref The relationship between Activity Resolution codes and Activity Types
    IssueTypeSchedulingClassXref The relationship between Activity Scheduling Classes and Activity Types
    IssueTypeStatusXref The relationship between Activity Statuses and Activity Types
    IssueXref Legacy. Use BusinessActivityRelatedItem instead.
    Journal Acctivate Journal entries created in QuickBooks
    JournalLine The Credit and Debit details of a journal created by Acctivate
    LIFOCostLayers Cost layers for LIFO costed products
    LocationSummary Current inventory totals per warehouse location (Multiple Location Control)
    LocationSummaryNoAvailability Current inventory totals per warehouse location without the Available quantity. Includes OnHand quantity (Multiple Location Control)
    LostBusiness List of reasons that a sales order or quote would be canceled
    LotSerialDefaultLocation One record per product/warehouse/Lot combination. The default location for a lot/serial # is the primary location from the ProductWarehouse record unless that location has no qty on hand, then the default location is the location from the last transaction for the lot/serial #.
    LotSerialInventory Detailed listing of Lot and Serial numbers
    LotSerialInventoryIssues The quantity and amount removed from a lot/serial due to inventory being removed
    LotSerialInventoryReceipts The quantity and amount added to a lot/serial from inventory being added
    LotSerialInventoryWithoutLastReceipt Same as LotSerialInventory, but with less inventory receipt details to improve performance
    LotSerialLocation A list of every lot/serial and location combination used in posted transactions
    LotSerialLocationSummary Current inventory totals for each lot/serial number per warehouse location (Multiple Location Control)
    LotSerialLocationSummaryNoAvailability Same as LotSerialLocationSummary, but does not include availability, only OnHand, for performance reasons
    LotSerialSummary Copy of LotSerialInventory
    MarketingCode Contains the list of Marketing Codes created in the Configuration Manager
    MarketingListCode Contains the list of Marketing Lists created in the Configuration Manager
    MarketingListXref The link between a customer and the Marketing Lists they belong to
    Messages Email messages sent from Acctivate
    NoteCategory Not used
    Notes Reminders/notes entered throughout Acctivate
    NoteStatus Not used
    NotesView Legacy, use Notes instead
    Numbers The number scheme for documents and transactions in Acctivate
    OrderDetail Order line details (product ID, warehouse, quantity ordered/ship, pricing, etc.)
    OrderDetailLot Lot/Serial number selected for each product in sales order detail
    OrderDetailSummary Summarizes sales order product quantities (ordered, shipped, scheduled, backordered, etc.)
    OrderDetailTopLevelComponentQuantity If a kit has sub-kits, this data view calculate the quantity of sub-kit components that make up one of the top most kit level.
    OrderManagementSummary The header level order data displayed in the Order Manager window
    OrderPackages Contains shipping information for sales orders
    OrderPendingAssemblies The assembly quantity needed for an order. This information is found in the Assemblies tab of the Alerts window
    Orders Order header information (Order number, dates, terms, bill to info, ship-to info, etc.)
    OrdersAvailableToShip Contains order information for open orders. Provided to an integrated shipping platform.
    OrderWorkFlowStatus List of workflow statuses available for orders
    PaymentMethod List of payment methods from QuickBooks (check, cash, etc.)
    Picklist Header information for a Picklist
    PicklistDetail The details of a Picklist
    PicklistDetailLot the Lot/Serial details for a Picklist line
    PicklistOrder The relationship between a Picklist and it's order(s)
    PO Purchase Order information (PO number, requested date, ship-to information, etc.)
    PODetail Purchase Order details (product ID, quantity, price, special instructions, etc.)
    PODetailInvoiced The invoiced quantity and amount for a PO detail line. Includes the count of purchase invoices that make up the received totals.
    PODetailInvoiceSummary Summary of PO invoice information per PO Detail line
    PODetailReceiptSummary Summary of PO receipt information per PO Detail line
    PODetailReceived The received quantity and amount for a PO detail line. Includes the count of posted receipts that make up the received totals.
    PODetailSimple A simplified version of PODetail
    POInvoice Vendor invoice entered against purchase order (Invoice number, Invoice date, PO info, etc.)
    POInvoiceDetail Vendor invoice details (amount approved, other amounts)
    POManagementSummary The header level purchase order data displayed in the Purchase Order Manager window
    POOnOrder Summarizes purchase orders quantities for products (ordered, outstanding, received)
    PriceCode Contains the list of Price Codes setup in Configuration Manager
    PrinterAssignment The printer assignments for specific reports. Printer assignments are configured in the Report section of the Configuration Manager
    Product Product information (Description, Alternate ID, UPC, weight, etc.)
    ProductAlt All the UPC and Alternate Product ID's and their descriptions that are configured for a product
    ProductAltID The primary UPC and Alternate Product ID's and its description for a product.
    ProductAltUnit List of related alternate units for each product, including Standard and Product-Specific units
    ProductAnalysisByMonth Product activity (sales and purchases) summarized by month
    ProductAnalysisByWeek Product activity (sales and purchases) summarized by week
    ProductAvailabilityByTemplate Products that are marked as Available on Web will have their availability included for each web store template
    ProductClass The list of Product Classes configured in the Configuration Manager
    ProductComponent The relationship of components and parent products
    ProductControlType The distinct list of product control types
    ProductCostMethod The distinct list of product cost methods
    ProductCustomer List of customer specific Product IDs
    ProductDocumentHistory All sales and purchasing documents per product
    ProductExport The data that can be included in an export when using the Product Export utility
    ProductKitSummary A summary of the number of kits that could be made based on component availability
    ProductOpenOrders Contains all open Purchase Orders and Sales Orders for a product
    ProductPrice Relationship between products and their price codes, customer specific prices and price categories.
    ProductSalesCategory The distinct list of Price Categories setup in the Configuration Manager
    ProductSubstitutions List of products that are configured as substitutes for another product
    ProductSupplier Vendor product information (Vendor name, vendor product id, price, lead time, etc.)
    ProductTransactions List of transaction information for a product
    ProductType The distinct list of Product Types configure din the Configuration Manager
    ProductUnit The list of product units and their relationships with other units
    ProductUnitFactor Includes the unit factor relationship between a product's stocking unit and its primary sales, purchasing, and packaging units
    ProductWarehouse List of warehouses for each product is stocked in
    ProductWarehouseLastVoidedDate The last date a transaction was voided for a product in a specific warehouse
    ProductWarehouseLocation The list of locations a product is stocked in, per warehouse
    ProductWarehouseReorder Includes reorder/purchasing specific data in addition to the ProductWarehouseRestock information
    ProductWarehouseRestock Includes all products and indicates when a restock is suggested, either by reordering or assembly. A suggested restock quantity in the product's stocking unit is calculated if a restock is suggested
    ProductWarehouseSummary Summarizes warehouse information for specific product (Qty on hand, value, reorder, etc.)
    ReportDefinition The list of reports and their definitions, including the name of the report and description
    ReportParameters The parameters assigned to each report
    SalespersonInfo Salesperson full name and associated link information to QuickBooks
    Shipment Includes the shipment, package, and detail information for a shipment
    ShipmentAssociatedOrderDetails Details the order lines that are associated with each shipment
    ShipmentItem Details of each item in a carton
    ShipmentOrder Link between shipment and sales order
    ShipmentOrderDetail Link between shipment and sales order lines (Pick/Pack)
    ShipmentOrderDetailToPack The quantity of each item that is to be packed into a carton
    ShipmentOrderSummary Summary of cartons and weight per shipment and order
    ShipmentOrderToPack Orders that have been approved or don't have a credit hold
    ShipmentPack Carton / Pack information, including Package ID and Tracking Number
    ShipmentPicklist The link between a picklist and it's associated shipments
    ShipmentPicklistDetail The link between the picklist details and it's shipment
    ShipmentSummary Summary of shipment (one record for each shipment)
    ShipToComments The distinct list of comments that have been setup in the Configuration Manager for use on sales documents
    ShipVia The distinct list of Ship Via's and their associations to carriers/carrier services
    System Company and system level configuration
    SystemOption System level options that have been configured
    TaxCatDefinition The link between a tax category and it's related tax item(s)
    TaxCategory The list of Tax Categories (Active records (Status=1) are tax groups or tax items that do not belong to a group)
    TaxCode The Tax Codes from QuickBooks
    TaxID Sales Tax Items from QuickBooks
    TermsCode The list of Terms Codes from QuickBooks
    UnpostedAssemblySummary Assembly products and their unposted assembly quantity (qty on an ope assembly)
    UnpostedComponentLocationSummary Assembly components and their unposted assembly quantity with location
    UnpostedComponentLotLocationSummary Assembly components and their unposted assembly quantity with location, by lot
    UnpostedComponentLotSummary Assembly components and their unposted lot quantity
    UnpostedComponentSummary Assembly components and their unposted component quantity
    UnpostedTransferLocationSummary The same as UnpostedTransferSummary, but includes the warehouse location as well
    UnpostedTransferLotLocationSummary The same as UnpostedTransferLocationSummary, but includes lot/serial numbers
    UnpostedTransferLotSummary The same as UnpostedTransferLocationSummary, but includes the lot/serial number
    UnpostedTransferSummary The product, quantity on the "From" side of an unposted transfer
    Vendor Contains the Vendor information
    VendorInfo Additional vendor information
    VendorType The distinct list of Vendor Types from QuickBooks
    Warehouse The information for each warehouse configured in Acctivate
    WarehouseLocation Warehouse Location List for Multiple Location Control module
    Year A list of years and their beginning and ending date
    YearMonth A list of years, their months, and the beginning and ending date for each month of that year
    YearWeek A list of years, their weeks, and the beginning and ending date for each week of that year

    InventoryByWarehouseLot

    Contains the inventory quantities for each product, warehouse, and Lot/Serial.

    Field Description
    Count The number of posted transactions for this product, warehouse, lot/serial combination.

    Invoice

    Invoice header information (Invoice number, dates, terms, bill to info, ship-to info, etc.).

    Field Description
    DeliveryMiles This field is populated from the Distance field of Create Invoice window.
    InvoiceLink The URL link generated by QBMS (QuickBooks Merchant Services) for customers to pay their invoices online. Only available for Acctivate companies connected to QuickBooks Online companies integrated with QBMS. The Invoice Link will only be generated if the invoice is created in Acctivate and contains a valid contact email address.
    LastShipmentDate The shipment date from last shipment associated with the invoice's related sales order. If the Shipped Date in the Create Invoice window is entered then it will be considered along side the order's shipments.
    NumberOfPackages This field is populated from the Packages field of Create Invoice window.
    PackageWeight This field is populated from the weight field of the Create Invoice window.

    InvoiceDetail

    Invoice details (product ID, warehouse, quantity ordered/ship, pricing, etc.).

    Field Description
    DisplayQtyShipped The display quantity that has been invoiced. For example, an invoice may be created for one Master Case (a Master Case is made up of two Cases, the stocking unit) totaling 30 pounds, priced at $5.00/lb. In this example, 1 is the DisplayQtyShipped.
    QtyInvoiced The price quantity. For example, an invoice may be created for one Master Case (a Master Case is made up of two Cases, the stocking unit) totaling 30 pounds, priced at $5.00/lb. In this example, 30 is the QtyInvoiced.
    QtyShipped The stocking unit quantity that has been invoiced. For example, an invoice may be created for one Master Case (a Master Case is made up of two Cases, the stocking unit) totaling 30 pounds, priced at $5.00/lb. In this example, 2 (the quantity of stocking units invoiced) is the DisplayQtyShipped.

    INVTransaction

    Transactions within a session listed in INVRegister (transaction header information).

    Field Description
    GLOffsetAccount The offsetting account for used for a posted transaction. For an unposted landed cost, this will store the Accounts Payable account selected when more than one A/P account exist in an Acctivate company and the landed cost is not created from the Enter Purchase Invoice window.
    GUIDOrderDetail Only applies to Assembly transactions created from a sales order. The GUIDOrderDetail is the unique identifier for the related order detail line.
    OrderNumber Only applies to Assembly transactions created from a sales order. The order number of the related sales order.

    INVTransactionDetail

    Details of transaction listed in INVTransaction.

    Field Description
    SubstituteForProductID If the assembly product is a Custom or Process assembly, you can substitute components which have a valid substitution. The original product which has been substituted will appear in this field.

    LotSerialInventory

    Detailed listing of Lot and Serial numbers.

    Field Description
    Location The location from the last transaction that added this lot/serial number's quantity. Transactions include: Receipts, Assemblies, Counts, Adjustments, Components (added from negative assembly), in-bound transfers, and credit memos.
    PONumber If the last transaction that added quantity for this lot/serial number was an inventory receipt from a purchase order, the PO number will display here. See TransactionType for more information.
    TransactionDate The transaction date from the last transaction that added this lot/serial number's quantity. Transactions include: Receipts, Assemblies, Counts, Adjustments, Components (added from negative assembly), credit memos, Issues, in-bound transfers, and Balance Adjustments; intra-warehouse transfers (moving from one location to another in the same warehouse) are excluded.
    TransactionType The type of the last transaction that added this lot/serial number's quantity. Transactions include: Receipts, Assemblies, Counts, Adjustments, Components (added from negative assembly), credit memos, Issues, in-bound transfers, and Balance Adjustments; intra-warehouse transfers (moving from one location to another in the same warehouse) are excluded.

    LotSerialLocationSummary

    Current inventory totals for each lot/serial number per warehouse location (Multiple Location Control).

    Field Description
    Available The availability for lot/serial locations is calculated by getting the quantity on hand, subtracting the quantity on open order lot/serial lines are not on an open picklist, subtracting quantities on open picklists, subtracting quantities on unposted assemblies, and subtracting quantities on unposted transfers.

    OrderDetail

    Order line details (product ID, warehouse, quantity ordered/ship, pricing, etc.).

    Field Description
    DisplayQtyShipped The display unit quantity that has been invoiced. For example, an invoice may be created for one Master Case (a Master Case is made up of two Cases, the stocking unit) totaling 30 pounds, priced at $5.00/lb. In this example, 1 is the DisplayQtyShipped.
    DisplayQtyInvoiced The total price quantity. For example, an order may be created for two cases totaling 30 pounds, priced at $5.00/lb. In this example, 30 is the DisplayQtyInvoiced. Corresponds to the Pr Qty field on the order line.
    QtyInvoiced The price quantity per stocking unit that will be included on the next invoice. For example, an order may be created for two cases totaling 30 pounds, priced at $5.00/lb. In this example, 15 (the price qty per stocking unit) is the QtyInvoiced. Corresponds to the weight or length field on the order line.
    QtyShipped The stocking unit quantity that has been invoiced. For example, an invoice may be created for one Master Case (a Master Case is made up of two Cases, the stocking unit) totaling 30 pounds, priced at $5.00/lb. In this example, 2 (the quantity of stocking units invoiced) is the QtyShipped.

    Orders

    Order header information (Order number, dates, terms, bill to info, ship-to info, etc.).

    Field Description
    DeliveryMiles This field is used to temporarily store the delivery miles from the Distance field of Create Invoice window so that it can be copied to Invoice.DeliveryMiles. Once the invoice is successfully created, this field is cleared.
    LastShipmentDate The shipment date from last shipment associated with this sales order. Shipments created in the Package Shipment window must have their status set to Shipped to be considered.
    NumberOfPackages This field is used to temporarily store the package count from the Packages field of Create Invoice window so that it can be copied to Invoice.NumberOfPackages. Once the invoice is successfully created, this field is cleared.
    PackageWeight This field is used to temporarily store the weight from the Create Invoice window so that it can be copied to Invoice.PackageWeight. Once the invoice is successfully created, this field is cleared. If a single package shipment is created from the Create Invoice window this weight is also copied to Shipment.ShipmentGrossWeight and ShipmenPack.Weight
    ScheduledWeight The sum weight for the quantity scheduled on the order. The weight for each line is calculated as (OrderDetail.QtyScheduled * OrderDetail.Weight), then summarized for the entire order.

    Picklist

    Picklist header information (Picklist number, orders included, warehouse, status, etc.).

    Field Description
    PickedBy The user who changed the Picklist to Picked (PicklistStatus=C) in the desktop or mobile version of Acctivate. However, this field will not update if a Picklist is changed from an Invoiced or Canceled status to a Picked Status.
    PickedDated The date-time a Picklist was changed to Picked (PicklistStatus=C) in the desktop or mobile version of Acctivate. However, this field will not update if a Picklist is changed from an Invoiced or Canceled status to a Picked Status.

    PODetailSimple

    A simplified version of PODetail.

    Field Description
    IsReceivable Returns a 1 or 0 value.
    • 0: Any product which is not inventoried or special order
    • 1: Any product which is inventoried or special order
    QuantityInvoicedOutstanding The quantity ordered minus the quantity invoiced.
    QuantityOutstanding For receivable PO lines (PODetailSimple.IsReceivable = 1), this is calculated as the ordered qty minus the received qty. For non-receivable lines (PODetailSimple.IsReceivable = 0), this is calculated as the ordered qty minus the invoiced qty.
    QuantityReceivedOutstanding The quantity ordered minus the quantity received.

    POManagementSummary

    The header level purchase order data displayed in the Purchase Order Manager window.

    Field Description
    PercentInvoiced The total invoiced quantity divided by the total ordered qty.
    PrecentReceived For receivable products (see PODetailSimple.IsReceivable), the percent received is calculated as ReceivedQty / ReceivableOrderedQty) * 100. Otherwise, if the product is not receivable, then the percent received will show as 100 (percent).
    ReceivableOrderedQty The sum of the receivable line's ordered quantity. See PODetailSimple.IsReceivable.
    ReceivedQty The sum of all the purchase order line's received quantity.

    POOnOrder

    Summarizes purchase orders quantities for products (ordered, outstanding, received).

    Field Description
    QuantityOnOrder If a product is not receivable (PODetailSimple.IsReceivable = 0), then this will return 0. If a product is receivable (PODetailSimple.IsReceivable = 1), then this will return PODetail.QuantityReceivedOutstanding
    QuantityOnReturn If a product is not receivable (PODetailSimple.IsReceivable = 0), then this will return 0. If a product is receivable (PODetailSimple.IsReceivable = 1), then this will return PODetail.QuantityReceivedOutstanding

    Product

    Product information (Description, Alternate ID, UPC, weight, etc.)

    Field Description
    AltUnitsPerPalletLayer Packaging unit metrics can be assigned in the Edit Product window if a product is assigned a Packaging unit that is different than the stocking unit. This field stores the Package unit per pallet entered on the the Package unit metrics tab found in the Specs tab of the Edit Product window.
    PalletLayers Packaging unit metrics can be assigned in the Edit Product window if a product is assigned a Packaging unit that is different than the stocking unit. This field stores the Package unit pallet layers entered on the the Package unit metrics tab found in the Specs tab of the Edit Product window.

    ProductAvailabilityByTemplate

    Products that are marked as Available on Web will have their availability included for each web store template.

    Field Description
    LastINVUpdatedDate The most recent updated date from unposted assembly and transfer inventory sessions.
    LastModifiedDate The most recent of LastTransactionDate, LastVoidedDate, and LastINVUpdatedDate.

    This date is used to consider which products should be included in the web store inventory export. For more information, refer to the Integration page for your web store.
    LastTransactiondate The most recent date of all sales order updated dates or posted inventory transaction dates for the product.
    LastVoidedDate The most recent date of all canceled sales order updated dates or voided inventory transaction dates for the product.

    ProductComponent

    The relationship of components and parent products

    Field Description
    ComponentGUIDProduct The GUIDProduct of the Component.
    GUIDComponentWarehouse The GUIDWarehouse for the component.
    GUIDProduct The GUIDProduct of the parent product (Kit/Assembly/Assortment product).
    GUIDProductComponent The GUID used to identify a specific parent and component relationship record in ProductComponent.

    ProductKitSummary

    A summary of the number of kits that could be made based on component availability.

    Field Description
    LastINVUpdatedDate The most recent updated date from unposted assembly and transfer inventory sessions.
    LastTransactiondate The most recent date of all sales order updated dates or posted inventory transaction dates for the kit or its components.
    LastVoidedDate The most recent date of all canceled sales order updated dates or voided inventory transaction dates for the kit or its components in this warehouse.

    ProductUnitFactor

    Includes the unit factor relationship between a product's stocking unit and its primary sales, purchasing, and packaging units.

    Field Description
    PackageBasis The factor basis description.
    PackageFactorBasis The factor basis code.
    PackageUnit The default package unit for this product.
    PackageUnitFactor The qty of stocking units in the default package unit.
    PurchaseBasis The factor basis description.
    PurchaseFactorBasis The factor basis code.
    PurchaseUnit The default purchase unit for this product.
    PurchaseUnitFactor The qty of stocking units in the default purchase unit.
    SalesBasis The factor basis description.
    SalesFactorBasis The factor basis code.
    SalesUnit The default sales unit for this product.
    SalesUnitFactor The qty of stocking units in the default sales unit.

    ProductWarehouseReorder

    Includes reorder/purchasing specific data in addition to the ProductWarehouseRestock information. Fields in this view are used to set defaults and display user selections in the Create Reorders window.

    Field Description
    PreferredPrice The price that is selected by default in the Create Reorders window. The hierarchy used is:
    • The preferred vendor's price
    • The last PO price for the preferred vendor
    • If the product's default purchase unit is the same as the product's stocking unit, then the Last Cost for the warehouse will be used
    • If the product's default purchase unit is the same as the product's stocking unit, then the Average Cost for the warehouse will be used.
    PreferredUnit The unit that is selected by default in the Create Reorders window. The hierarchy used is:
    • If the preferred vendor has a price and price unit set, the unit will be used
    • The last PO Unit for the preferred vendor
    • The last receipt unit for the preferred vendor
    • The product's default purchase unit
    Reorder Indicates the product has been loaded into the Create Reorders window for reordering
    ReorderAmount The total reorder amount for the product/warehouse combination in the Create Reorders window
    ReorderCost The reorder cost entered in the Create Reorders window
    ReorderIncludeInPO Indicates if the record is checked-off in the Create Reorders window
    ReorderPODisplayQty The reorder quantity in the unit selected in the PO Unit field of the Create Reorders window
    ReorderPOQty The reorder quantity in stocking units. For example, if the SuggRestockQty is 11 ea, but the ReorderPODisplayQty is 1 Dz, the ReorderPOQty would be 12 Ea since 1 Dz = 12 Ea.
    ReorderQty The minimum order quantity from the product warehouse
    ReorderUnit The reorder unit selected in the Create Reorders window
    ReorderVendorID The vendor ID of the vendor selected for reorder in the Create Reorders window
    ReorderVendorName The vendor name of the vendor selected for reorder in the Create Reorders window
    SuggPODisplayQty The SuggestedRestockQty from the ProductWarehouseRestock view in the preferred vendor's unit. For example, if the SuggRestockQty is 11 ea, but the vendor's preferred unit is "Dz", the SuggPOQty would be 1 Dz.
    SuggPOQty The SuggestedRestockQty from the ProductWarehouseRestock view in stocking units based on the preferred vendor's unit. For example, if the SuggRestockQty is 11 ea, but the vendor's preferred unit is "Dz", the SuggPOQty would be 12 Ea since 1 Dz = 12 Ea.

    ProductWarehouseRestock

    Includes all products and indicates when a restock is suggested, either by reordering or assembly. A suggested restock quantity in the product's stocking unit is calculated if a restock is suggested.

    All quantities are in the stocking unit of the product.

    Field Description
    NetAvailable Calculated for inventoried products which are not discontinued. Available quantity plus special order and inbound (assembly and PO) quantities.
    RestockSuggested Calculated for inventoried products which are not discontinued. When the ReorderPoint (min stock level) is greater than the NetAvailable, a restock is suggested.
    SuggRestockQty When a restock is suggested (RestockSuggested = 1), a suggested restock quantity is calculated.

    ProductWarehouseSummary

    Summarizes warehouse information for specific product (Qty on hand, value, reorder, etc.).

    Field Description
    Allocated Sales order scheduled qty + sales order B/O qty - unposted component qty
    Available Availability is calculated as:
    QtyOnHand
    -QtyScheduled
    -QtyBackordered
    -QtySpecialOrder
    -QtyReserved
    +UnpostedAssemblyQuantity
    -UnpostedTransferQuantity
    -QuantityOnReturn
    +QuantityOnPO (if the Inventory Configuration Option Included quantities on POs in available quantity is enabled)
    Build Products which have been added to the Create Assemblies window will have Build=1, even if the Product's row isn't checked-off in the Create Assemblies window
    BuildChecked Products in the Create Assemblies window which have their row checked-off for assembly will have BuildChecked=1
    BuildQty Build qty from Create Assemblies window
    LastTransactiondate The most recent date of all sales order updated dates or posted inventory transaction dates for the product, in this warehouse.
    PrimaryLocationStockingLevel Primary Stocking location level
    QtyBackordered The quantity backordered on sales orders
    QtyOrdered The total ordered qty for open sales order lines, excluding order lines in a Booked order status
    QtyReserved Warehouse reserved qty
    QtyRequired QtyOrdered - qty shipped, excluding order lines in a Booked order status
    QtyScheduled The quantity scheduled on sales orders
    QtySpecialOrder The quantity backordered on sales order "S" (Special Order) lines
    QtyToReorder Min Order Qty
    QuantityOnOrder The sum of QuantityOnPO and UnpostedAssemblyQuantity for the product warehouse. This quantity is described as "Inbound Qty" in the Inventory Manager.
    QuantityOnPO The receivable outstanding quantity on an Issue standard Purchase Order (i.e., not Special Order or Drop Ship PO)
    QuantityOnReturn Vendor PO return qty (expressed as a positive number)
    Reorder Products which have been added to the Create Reorders window will have Reorder=1, even if the Product's row isn't checked-off in the Create Reorders window
    ReorderCost Unit cost from the Create Reorders window
    ReorderIncludeInPO Products in the Create Reorders window which have their row checked-off for reorder will have ReorderIncludeInPO=1
    ReorderPoint Min Stock Qty
    ReorderQty Reorder qty from the Create Reorders window
    ReorderUnit Purchase Unit selected in the Create Reorders window
    StockingLevel Max Stock Qty
    UnpostedAssemblyQuantity The assembly quantity on an open/draft Assembly session
    UnpostedTransferQuantity The transfer quantity on an open/draft Transfer session

    TaxCode

    The Tax Codes from QuickBooks.

    Field Description
    PurchaseRate The purchase tax rate will only be displayed in VAT editions when the purchase tax rate is different than the sales tax rate
    SalesRate The sales tax rate will only be displayed in VAT editions when the sales tax rate is different than the purchase tax rate
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