Acctivate Data View Definitions
The Acctivate database includes Data Views that are designed for Crystal Reports, Excel queries and other read-only integrations.
The following list of data views are recommended for custom reports and integrations.
| Data View Name | Description | Acctivate Location |
|---|---|---|
| Access | Contains the ID, name and other attributes for each Acctivate user. | Configuration – User Permissions |
| Branch | Setup details per branch (address/phone, GL accounts and logo) | Configuration – Branch |
| BusinessActivity | Much better performance than “Issue” and user-friendly field names | Business Activity |
| BusinessActivityRelatedItems | One record for each Related Item for a Business Activity | Business Activity |
| Carrier | Listing of shipping carriers ie. UPS/Yellow Freight | Configuration – Carrier |
| CarrierService | Listing of shipping carriers service types ie. Next Day Air/Ground | Configuration – Carrier Service |
| Charge | Customer statement charges entered in QuickBooks | n/a |
| Class | Assigned GUID information for Class pulled from QuickBooks class list | n/a |
| CostLayerIssues | Inventory issue transactions from either a FIFO or LIFO cost layer | Product – Transactions |
| CostLayerReceipts | Inventory receipt transactions from either a FIFO or LIFO cost layer | Product – Transactions |
| CostLayers | Listing of FIFO or LIFO cost layers | Product – LIFO/FIFO |
| Customer | Details per customer where choices are singular (bill to address/phone, credit info, etc) | Customer |
| CustomerContact | Listing of customer contacts (Name, titles, phone and email information) | Customer – Contacts |
| CustomerContract | Listing of customer contracts (Contract ID, description, start/end date, notes) | Customer – Prices – Contracts |
| CustomerCreditStatus | Current credit status for customer (ie Credit Hold, Over Limit, etc) | Customer |
| CustomerEmailAddressList | Consolidates customer and contact email addresses | Customer |
| CustomerFullName | Full, concatenated Customer:Job Name | Customer |
| CustomerPayment | Customer payments | Customer – Invoices – Payments |
| CustomerPaymentInvoice | Distribution of customer payments to invoices and other transactions | n/a |
| CustomerProduct | Cross reference of customers sales history by product | Customer – Products |
| CustomerShip | Listing of customer ship-to’s (location ID address/phone/email, tax category, misc note) | Customer – Ship To |
| CustomerShipToInfo | Customer Ship to Shipping/Delivery details (ship via, route, mapping, shipping defaults | Customer – Ship To |
| CustomerStatement | Consolidated view of all customer A/R transactions | Customer – Invoices |
| CustomerTypeInfo | Contains the Customer Type listing | Configuration – Customer Type |
| Document | Email attachments | n/a |
| EDIAdditionalInformation | Additional Information on a specific EDI transaction (e.g. Department Number) | n/a |
| 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) | n/a |
| FIFOCostLayers | Cost layers specific to FIFO | Product – FIFO |
| GLAccount | GL Account number and description from QuickBooks | n/a |
| InventoryJournal | Header information for journal entry which posts to QuickBooks | Various Inventory Transactions |
| InventoryJournalDetail | Detail information connected to InventoryJournal which posts to QuickBooks | Various Inventory Transactions |
| InventoryJournalSummary | Inventory journals posted to QuickBooks | Inventory Detail Journal Report |
| Invoice | Invoice header information (Invoice number, dates, terms, bill to info, ship to info, etc) | Invoice |
| InvoiceDetail | Invoice charge details (product ID, warehouse, quantity ordered/ship, pricing, etc) | Invoice Details |
| InvoicesAndCharges | Consolidated view of all customer invoices and statement charges | n/a |
| INVRegister | Session information for Adjustments, Issues, Receipts, Sales, Balance Adjustments, etc | Inventory Transaction Screens |
| INVTransaction | Transactions within a session listed in INVRegister (transaction header information) | Inventory Transaction Screens |
| INVTransactionDetail | Details of INVTransaction file (line items for sessions mentioned in INVRegister) | Inventory Transaction Screens |
| Issue | Business Activity header information (Activity number, type, status, description, etc) | Business Activity |
| IssueCode | Contains the information for the Business Activity Codes list | Configuration – Business Activity Type |
| IssueLog | Log of Business Activity status changes | Business Activities – Log |
| IssuePriorityCode | Contains the information for the Business Activity Priority Codes list | Configuration – Business Activity Type |
| IssueResolutionCode | Contains the information for the Business Activity Resolution Codeslist | Configuration – Business Activity Type |
| IssueSchedulingClass | Contains the information for the Business Activity Scheduling Class list | Configuration – Business Activity Type |
| IssueStatusCode | Contains the information for the Business Activity Status Codes list | Configuration – Business Activity Type |
| IssueTimeAndMaterial | Business Activity time and material transactions | Business Activity Time/Material |
| IssueType | Contains the information for the Business Activity Type list | Configuration – Business Activity Type |
| Journal | Acctivate Journal entries created in QuickBooks | QuickBooks |
| LocationSummary | Current inventory totals per warehouse location (Multiple Location Control) | Product – Inventory |
| LIFOCostLayers | Cost layers specific to LIFO | Product – FIFO |
| LostBusiness | List of reasons that a sales order or quote would be cancelled | Configuration – Lost Business |
| LotSerialInventory | Detailed listing of Lot and Serial numbers | Product – Lot/Serial |
| LotSerialInventoryIssues | Inventory issue transactions specific to either a Lot or Serial item | Product – Transactions |
| LotSerialInventoryReceipts | Inventory receipt transactions specific to either a Lot or Serial item | Product – Transactions |
| LotSerialInventoryWithout-LastReceipt | Better-performing version of LotSerialInventory, but doesn’t include information on last receipt | Product – Lot/Serial |
| LotSerialLocationSummary | Current inventory totals for each lot/serial number per warehouse location (Multiple Location Control) | Product – Lot/Serial |
| MarketingCode | Contains the information for the Marketing Codes | Configuration – Marketing Code |
| MarketingListCode | Contains the information for the Marketing List | Configuration – Marketing List |
| MarketingListXref | Customer List for each Marketing List | Customer – Sales |
| Notes | Time stamped note lines entered throughout Acctivate | Various |
| OrderDetail | Order charge details (product ID, warehouse, quantity ordered/ship, pricing, etc) | Sales Order Details |
| OrderDetailLot | Lot/Serial number selected for each product on sales order detail | Sales Order – Lot/Serial |
| OrderDetailSummary | Summarizes sales order product quantities (ordered, shipped, scheduled, backordered, etc) | n/a |
| OrderPackages | Contains shipping information from UPS OR Fedex shipping manager | n/a |
| Orders | Order header information (Order number, dates, terms, bill to info, ship to info, etc) | Sales Order |
| OrdersAvailableToShip | Contains order information provided to UPS OR Fedex shipping manager | n/a |
| OrderWorkFlowStatus | Listing order work flow options for handheld picking module | Configuration – Work Flow Status |
| PaymentMethod | List of payment methods from QuickBooks (check, cash, etc) | n/a |
| PO | Purchase Order information (PO number, requested date, ship to information, etc) | Purchase Order |
| PODetail | Purchase Order details (product ID, quantity, price, special instructions, etc) | Purchase Order Details |
| POInvoice | Vendor invoice entered against purchase order (Invoice number, Invoice date, PO info, etc) | Purchase Invoice |
| POInvoiceDetail | Vendor invoice details (amount approved, other amounts) | Purchase Invoice Details |
| POOnOrder | Summarizes purchase orders associated with products (ordered, outstanding, received) | Product – PO |
| PriceCode | Contains the list of Price Codes to group customers for like pricing | Configuration – Price Code |
| Product | Details per product where choices are singular (Description, Alternate ID, UPC, weight, etc) | Product |
| ProductAltUnit | List of related alternate units for each product, including Standard and Product-Specific units | Product |
| ProductAnalysisByMonth | Product activity (sales and purchases) summarized by month | |
| ProductAnalysisByWeek | Product activity (sales and purchases) summarized by week | |
| ProductClass | Contains the list of Product Class codes and their association with GL accounts | Configuration – Product Class |
| ProductComponent | Listing components found on a bill of materials for assemblies, kits or assortments | Product – Components |
| ProductCustomer | Special product IDs / Descriptions per customer | Customer – Product IDs |
| ProductDocumentHistory | All sales and purchasing documents per product | Product – History |
| ProductOpenOrders | Containts all open Purchase Orders and Sales Orders for a product | Product |
| ProductPrice | Associates Price Codes to products | Product – Prices |
| ProductSalesCategory | Contains list of Sales Categories that are assigned to products | Configuration – Sales Category |
| ProductSubstitutions | List of items that can be substituted in a sale for this product | Product – Substitutions |
| ProductSupplier | Vendors associated with product (Vendor name, vendor product id, price, lead time, etc) | Product – Vendors |
| ProductType | Contains the Product Type list | Configuration – Product Type |
| ProductUnit | Contains the Product Unit of Measure list | Configuration – Unit of Measure |
| ProductWarehouse | List of warehouses for each product | Product – Inventory |
| ProductWarehouseSummary | Summarizes warehouse information for specific product (Qty on hand, value, reorder, etc) | Product – Inventory |
| SalespersonInfo | Salesperson full name and associated link information to QuickBooks | n/a |
| Shipment | Full details of Shipment. One record for each shipment/pack/item. Group by Pack for UCC label | Package Shipments |
| ShipmentItem | Details of each item in a carton | Package Shipments |
| ShipmentOrder | Link between shipment and sales order | Package Shipments |
| ShipmentOrderDetail | Link between shipment and sales order lines (Pick/Pack) | Package Shipments |
| ShipmentPack | Carton / Pack information, including Package ID and Tracking Number | Package Shipments |
| ShipmentSummary | Packaging Manager only. Summary of shipment (one record for each shipment) | Package Shipments |
| ShipToComments | Contains listing of predefined comments that can be used on quote/sales order | Configuration – Ship To Comment |
| ShipVia | Contains the Ship Via List and associations to carriers/carrier services | Configuration – Ship Via |
| TaxCategory | Contains the Tax Category information as set up in QuickBooks | n/a |
| TaxCode | Contains options of taxable or non-taxable | n/a |
| TaxID | Sales tax items from QuickBooks | Configuration – Customer – Tax Catgories |
| TermsCode | Contains the Terms Code information as set up in QuickBooks | n/a |
| Vendor | Contains the Vendor information as set up in QuickBooks | n/a |
| VendorType | Contains the Vendor Type List as set up in QuickBooks | n/a |
| Warehouse | Setup details per warehouse (address/phone, GL accounts) | Configuration – Warehouse |
| WarehouseLocation | Warehouse Location List for Multiple Location Control module | Configuration – Warehouse Locations |