Data View List

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