Sage 100 North America Predefined Views
Sales
| Data Model | View |
|---|---|
| Sales Orders |
Sales Orders Expected Delivery Back Orders Top 10 Customers by Order Amount Top 10 Customers by Order Quantity Top 10 Customers by Profit Margin |
| Sales Analysis |
Sales by Customer (worksheet) Sales by Customer (graph) Sales by Salesperson (worksheet) Sales by Salesperson (graph) Sales Vs Cost |
| Sales Summary |
Sales by Customer (worksheet) Sales by Customer (graph) Sales by Salesperson (worksheet) Sales by Salesperson (graph) |
| Invoice History |
Sales by Customer Worksheet Top 10 Customers Sales by Salesperson Worksheet Top 5 Salespersons Sales Map USA - Sales by State Top 5 Products Sold Monthly Sales vs. Costs Top 5 Products Lines Sold Sales by Year Quarterly Sales and Profits |
Accounts Payable
| Data Model | View |
|---|---|
| Vendor List | Vendor List |
| Vendor Analysis | Vendor Analysis |
| Payments |
Payments Last 30 Days All Payments |
| Top Vendors |
Top Vendors (worksheet) Top Vendors (graph) |
| Open Invoices |
Open Invoices (worksheet) Open Invoices (graph) Cash Flow Requirements (worksheet) Cash Flow Requirements (graph) Open Invoice - Balance By Vendor Spline A 100% |
| Vendors |
Vendors Last 30 Days All Vendors |
| Invoice Information |
Invoice AMT Balance Vendor City Spline Area 100% Invoice AMT By Vendor Balance Due By Vendor-City Pie Balance AmtPaid By Vendor Radar Area 100% AMT, Chk AMT By City-Cie Horizontal Bar 100% |
Accounts Receivable
| Data Model | View |
|---|---|
| Customers |
All Customers Customers Last 30 Days Customer Analysis |
| Open Invoices |
Open Invoices (worksheet) Open Invoices (graph) Open Invoices By Salesperson (worksheet) Open Invoices By Salesperson (graph) Cash Flow Projection (worksheet) Cash Flow Requirements (graph) Open Invoices By Company Worksheet Open Invoices By Company (pie chart) Open Invoices By Customer Worksheet Open Invoices By Customer (graph) Open Invoices by Month Worksheet Open Invoices by Month (graph) Customer Aging Balance for Report |
| Customers With No Recent Activity (30 Days) | Customers With No Recent Activity (30 Days) |
| Invoice History |
Historical Sales By Customer Historical Sales By Item |
General Ledger
| Data Model | View |
|---|---|
| GL Account Balance |
Account Balance Account Balances by Period |
| GL Account Transactions |
Account Transactions Account Transactions Details |
| Cash Receipts |
Cash Receipts Last 30 Days All Cash Receipts |
| Chart of Accounts | Chart of Accounts |
| GL Financial |
Trial Balance Income Statement Balance Sheet Income Statement for Report (Live) Balance Sheet Layout for Report (Live) Trial Balance for Report (Live) |
Item History Price & Cost
| Data Model | View |
|---|---|
| Item |
Item Costs By Year Sold By Fiscal Year Extend By Item Ext & Std By Year Ext Price Cost By Year Std & Normal Costs By Item Radar |
Inventory Management
| Data Model | View |
|---|---|
| Items |
New Items Last 30 Days All Items |
| Item Sales |
Top Items (worksheet) Top Items (graph) Sales by Product Line (worksheet) Sales by Product Line (graph) Top 10 Items by Dollars Sold Sales by Product Line Chart Top 10 Items by Quantity Shipped Sales / COGS by Product Line |
| Low Stock |
Low Stock Item Qty below Reorder Point Qty |
Material Requirements Planning
| Data Model | View |
|---|---|
| Action by Vendor | Action by Vendor |
| Work Orders to Create | WO to Create |
| Purchase Orders to Create | PO to Create |
| Forecast Analysis | Forecast Analysis |
Purchase Order
| Data Model | View |
|---|---|
| Open Purchase Orders |
Amount Per Product Line Back Orders Expected Receipt Quantities by Vendor Open Orders Status Procurement Amount and Quantity Open Orders Status Back Orders |
RMA
| Data Model | View |
|---|---|
| New Return Analysis |
Return Analysis (worksheet) Return Analysis (graph) |
Job Cost
| Data Model | View |
|---|---|
| Open Job Status | Open Job Status |
| Cost Code Analysis | Cost Code Analysis |
Work Order
| Data Model | View |
|---|---|
| Work Order Scheduling | Work Order Scheduling |
| Overdue Work Orders | Overdue Work Orders |
| Cost Analysis | Cost Analysis |
| WO_New_Process |
WO Operation Detail WO_QTY View WO Standard Run Time Pie WO Standard Run-Ext Time Radar WO Time Cost Bar |
View Example
