Sage 300 Predefined Views
Optional Field ETL
| Data Model | View |
|---|---|
| Databases to Sync | Databases to Sync |
| Optional Field Tables | Tables included in Refresh All |
| Optional Field Mapping | Mapping |
Accounts Payable
| Data Model | View |
|---|---|
| AP Aging Balance Historical |
Historical Overdue Balance TC Historical Overdue Balance HC |
| AP Aging Balance Comparison |
Overdue Balance Comparison TC Overdue Balance Comparison HC Overdue Balance Comparison HC |
| AP Vendor Statistics |
Vendor Statistics AP Top 5 Vendors AP KPI Totals Vendor Invoice FY Totals Inv-Pay |
| AP Posted Transactions |
AP Posted transaction AP Posted Due By Period AP Posted Trans Age-Days By FY Total Amount Due Outgoing supplier payments |
| AP Invoice Batch Details |
Invoice Batch Listing AP Invoice Batch Details FY AP Invoice Batch Total By Term Code AP Invoice Batch Detail AP Invoice FY AP Invoice FP |
| AP Payment Batch Entries | Payment Batch Listing |
Accounts Receivable
| Data Model | View |
|---|---|
| AR Aging Balance Historical |
Historical Overdue Balance TC Historical Overdue Balance HC |
| AR Aging Balance Comparison |
Overdue Balance Comparison TC Overdue Balance Comparison HC (worksheet) Overdue Balance Comparison HC (graph) |
| AR Customer Statistics |
AR Statistics Total Invoices by Customer Group Qtys by Period Years Main Measures by Period Months |
| AR Posted Transactions |
Transaction Listing Top 5 Customer Amount Due |
| AR Invoice Batch Details |
Customer Invoice Batch Customer Invoice Batch Listing |
Finance
| Data Model | View |
|---|---|
| Account Summary |
Balance Sheet Income Statement Cash Flow Trial Balance |
| Budget | Budget |
| Detailed Transactions |
Detail Transactions Detail Transactions by Year |
| Unposted Detail Actual | Unposted Detail Actual |
| Financial Budget Entry | Budget Entry |
| Provisional Detail Transactions | Detail Transactions |
| SI > Account Summary (SI) |
Balance Sheet Income Statement Cash Flow Trial Balance |
| SI > Budget (SI) | Budget |
Sales Analysis
| Data Model | View |
|---|---|
| Sales History |
Sales History by year by period by location Category by territory Customers by territory Periods Sales by Category Sales History Sales by Item Sales by Item (List) Net Sales vs Profit by Period Sales by Location Sales by Category and Item Sales by State Sales by Territories Sales by Year Top 5 Customers by Sales Profit Top 5 Sales Person |
Project and Job Costing
| Data Model | View |
|---|---|
| PJC Transactions |
PJC Transaction Totals by Category Total Cost by Cost Class |
| PJC Contracts |
Contract Listing Contracts by Status Contracts by Manager Profit by Contract |
| PJC Projects |
Projects Listing Project over 70% of Estimated Budget Projects Actual vs Estimate Cost (List) Projects Actual vs Estimate Cost (Bars) Projects Actual vs Estimate Cost (Gauges) |
| PJC Categories |
Category Listing Contract Costs by Cost Class Profit by Category (List) |
| PJC Staff | Staff Listing |
Purchasing
| Data Model | View |
|---|---|
| Purchase Orders |
Purchase Order Listing Purchase Order Amount by Period Purchase Order by Year Purchase Order Amount by Period (Selection) Purchase Orders by Vendors |
| Purchase Order Lines |
Purchase Order Lines PJC Purchase Order Lines Late Purchase Orders Purchased Items Status Purchase Orders Aging TC Purchase Orders Aging HC |
Inventory
| Data Model | View |
|---|---|
| IC Location Details |
Inventory by Product Inventory by Category Inventory by Location Inventory in Transit Top 10 Inventory Value by Location Location Map Inventory by Location Product Categories Combination Chart Inventory Cost by Location Product Categories |
| IC Historical Transactions |
Transactions by Type Transactions by Location Chart Stock Tranfers by Product Component Usage by Location Transactions by Location Quantity by Location Transactions by Location Radar |
| IC Transfers |
IC Outgoing Transfers by Location IC Inbound Transfers by Location IC Transfers in Transit |
Order Entry
| Data Model | View |
|---|---|
| OE Historical Orders |
Aged Orders Historical Home Currency Aged Orders Historical Source Currency |
| OE Invoices with Details |
Margins, Profit and Sales by Category/Item Margins, Profit and Sales by Customer Profit and Margin by Location and Customer over time Invoices by Territory/Salesperson |
| OE Order Summary |
Orders On Hold Orders NOT on Hold Orders On Hold by Salesperson Orders On Hold by Customer Orders On Hold by Location Open Orders by Requested Ship Date Open Order by State Open Orders by State Table Open Order by Salesperson Open Order by Salesperson by Order Date |
| OE Orders with Details |
Open Order with Details Open Order With Details-Filter Unshipped Items |
| OE Shipment Summary |
Uninvoiced shipments Shipment by Year-Period Shipment by territory Shipment Date Summary Years Stacked Radar Column 100% View Period Shipment Totals by Customer Spline |
| OE Credit Note Summary |
Credits by Salesperson Credits by Location Credits over Time Credits by Customer |
| v60 only | |
| OE Order Summary |
Orders On Hold by Customer Open Order by State Open Order by Salesperson Orders On Hold Orders On Hold by Salesperson Orders On Hold by Location Open Orders by Requested Ship Date Open Order by Salesperson by Order Date Open Orders By State Table Orders NOT on Hold |
Service Manager
| Data Model | View |
|---|---|
| Equipment (Install Base) |
Install Base Top Equipment Models by Sales Invoice Top Manufacturers by Invoice Price |
| Sales Combined OE &SM | Sales vs Cost |
| SLA Agreements |
SLA Agreement Base Agreements KPI Agreements Status Agreements Record Type Agreements Plan Billed vs Covered Top 10 Agreements Top 5 Sites |
| JC General |
JC - General JC - No Manager or Description JC - No Technician assigned JC - To be invoiced QV - To follow up Inventory Check - Parts received by store Job Cards By Item Job with multiple phases Job Cards by Phase Amounts Jobs Not in AR Top Job Types by Total Billed Amount Top Job Types by Total Billed Cost Top Job Types by Number of Job Cards Top Items by Number of Job Cards Top Job Cards by Billed Amount Top Job Phases by Billed Amount Top Sites by Number of Job Cards Billed Amounts by Type Total Billed Amount by Year JC - Billed Amount & Costs KPI Job Card by Status |
| Arrival of Stock | Arrival of Stock |
Auto Simply (Manufacturing)
| Data Model | View |
|---|---|
| Manufacturing Orders |
General Manufacturing Production Report Order Cost Item Scrap & Time to produce Top Items by Scrap & Time to produce BOM Aging Report Timing Report Timing Report Order Fulfillment Top 5 Items by Number of Orders Assembly Receipts Material Issuance Material Returns Transfers |
| Manufacturing Quotation | General MF Quotations |
| Transaction Histories |
General Report Item Costs Top 5 Item by Cost |
View Example
