UDM Predefined Views
Finance
| Data Model | View |
|---|---|
| Finance |
Income Statement Report Income Statement Report Pivot Trial Balance Balance Sheet Report Balance Sheet Report with Budgets Cash Flow Report Cash Flow Report 2 |
| Reporting financier France |
Bilan - Actif Bilan - Passif Compte de résultat - Charges Compte de résultat - Produits État des créances et des dettes |
| Accounts Payable | |
|
Accounts Payable Historical |
Aging Report by Chosen Date TC Aging Report by Chosen Date LC |
| Accounts Payable by Period | Aging Report |
| Accounts Receivable | |
|
Accounts Payable Historical |
Aging Report by Chosen Date TC Aging Report by Chosen Date LC |
| Accounts Payable by Period |
Aging Report Current Amount vs Age Buckets |
| Configuration | |
| Report Account Mapping | Account Setup |
| Report Builder | Report Blueprint |
| Report Preview | Report Preview |
|
Ledger Type Creation |
|
| Ledger Type Creation | Ledger Type Setup |
| Calendar Preview | Calendar Preview |
| Ledger Type Active/Inactive | Ledger Type Active/Inactive |
| Currency Rate Maintenance | Currency Rate Maintenance |
| Sage 100 DATASYNC | |
| Sage 100 Ledger Currency Setup | Ledger Currency Setup |
| Chart of Accounts Setup | Company Setup |
| Sage 200 UK DATASYNC | |
| Chart of Accounts Setup | Company Setup |
| Sage 300 | |
| Sage 300 Chart of Accounts Setup | Company Setup |
| Sage Intacct | |
| Chart of Accounts Setup | Company Setup |
| User Defined Dimension Mapping | Intacct UDD Mapping |
| Acumatica | |
| Acumatica Chart of Accounts Setup | Company Setup |
| Acumatica Opening Balances | Opening Balances |
| Sage 500 | |
| Chart of Accounts Setup | Company Setup |
Sales
| Data Model | View |
|---|---|
| Sales Details |
Invoices Orders Deliveries Returns |
| Sales Invoice Analysis |
Sales Summarized Actual vs Last Month Sales by Sales Rep Top 10 Sales by Customer Top 5 Sales by Product Complex Sparkline View Sales KPI Sparkline Top 5 Sales by Country |
| Sales Order Analysis |
Customer KPIs per Period Actual vs Moving Average |
| Sales vs Forecast (Calendar Month/Quarter Forecast) |
1-Amounts 1-Actual/Forecast Index 1-Actual vs Forecast 1-Actual vs Forecast vs Last Year 1-Estimated Total Sales 2-Quantities 2-Actual vs Forecast vs Last Year (view) 2-Actual vs Forecast vs Last Year (chart) 3-Margins 3-Actual/Forecast Index 3-Actual vs Forecast vs Last Year |
| Sales vs Forecast (Fiscal Month/Quarter Forecast) |
1-Amounts 1-Actual/Forecast Index 1-Actual vs Forecast 1-Actual vs Forecast vs Last Year 1-Estimated Total Sales 2-Quantities 2-Actual vs Forecast vs Last Year (view) 2-Actual vs Forecast vs Last Year (chart) 3-Margins 3-Actual/Forecast Index 3-Actual vs Forecast vs Last Year |
| Sales vs Forecast (Calendar Week Forecast) |
Actual/Forecast Index Actual vs Forecast vs Last Year Estimated Total Sales |
| Profiles | |
| Customers | Contact Info |
Financial Budgeting and Sales Forecast
| Data Model | View |
|---|---|
| Forecast Data Entry | |
| Forecast Configuration | Forecast Config |
| Forecast Configuration List | SO - Include in Generate All and Default Settings (Sales Order) |
| Price List Entry | Price List Data Entry |
| Forecast In Work (Month) |
Forecast In Work Forecast In Work By SalesRep |
| Forecast To be Validated (Month) |
Forecast To be Evaluated (Month) Validated Forecast (Month) |
| Forecast In Work (Quarter) |
Forecast In Work Forecast In Work By SalesRep |
| Forecast To be Validated (Quarter) |
Forecast To be Evaluated (Quarter) Validated Forecast (Quarter) |
| Forecast in Work (Week) |
Forecast In Work Forecast In Work by SalesRep |
| Forecast To be Validated (Week) |
Forecast To be Evaluated Validated Forecast |
| Forecast Quantities, Extended Price |
Preview of Extended Prices Missing Prices |
| Sales Forecast to Financial Budget | |
| Load to Account Configuration | Account Mapping |
| Data Restriction | Data Restriction |
| Dimension Mapping | Dimension Mapping |
| Budget Module | |
| Budget Configuration |
Budget Configuration Data Restriction per Configuration |
| Budget Configuration List | GL - Include in Generate All and Default Settings |
| Budget In Work (Month) |
Data Entry by Posting Data Entry by Ending Balance Data Entry by Posting in Report Format Data Entry by Ending Balance in Report Format |
| Budget To be Validated (Month) |
In Validation Data Entry by Posting Data Entry by Ending Balance Data Entry by Posting in Report Format Data Entry by Ending Balance in Report Format Validated Budget by Posting Budget by Ending Balance Budget Posting in Report Format Budget by Ending Balance in Report Format |
| Budget In Work (Quarter) |
Data Entry by Posting Data Entry by Ending Balance Data Entry by Posting in Report Format Data Entry by Ending Balance in Report Format |
| Budget To be Validated (Quarter) |
Data Entry by Posting Data Entry by Ending Balance Data Entry by Posting in Report Format Data Entry by Ending Balance in Report Format |
| Budget (Report Preview) | Report Preview |
Customer Relationship Management
| Data Model | View |
|---|---|
| Sage CRM Campaigns Expected Revenues | Expected Revenue Config |
| Customer Relationship Management |
KPI - Funnel Opportunities Stages Overview Sheet Pipeline Overview Top 10 Opp Campaign Overview Won vs Target Combination Chart View Top 10 Campaign Overview Opportunity Estimated Amount Campaign Estimated Amount Non-Visiting Customers |
Inventory
| Data Model | View |
|---|---|
| Historical Stock Movement |
Sales Order Stock Movement Purchase Order Stock Movement Work Order Products Stock Movement Work Order Materials Stock Movement Quality Control Stock and Actuals vs Expected/Requested Inventory Balance Stock Valuation |
| Inventory Aging by FIFO | Inventory Aging |
| Inventory Opening Balance | Stock by Warehouse Opening Balance |
Configuration
| Data Model | View |
|---|---|
| Sage X3 Analytical Dimension Mappings | Mapping |
| Sage 200 UK Analysis Code Mapping | Analysis Code Mapping |
| Sage 300 Customer Default Sales Rep |
Default Sales Rep Customer without Default Sales Rep |
| Sage 300 Optional Fields Mapping | Analytical Axes |
| Acumatica Attributes Mapping | Attributes Mapping |
View Example
