You can export the following files for Inventiv in Generate Data Extract.
Customer - Customer information
Detail - Sales representative, product type, and customer category information
NOTE The detail file includes all information, regardless of the selected filters in Generate Data Extract and Data Extract Selection Maintenance.
Item - Product sales from suppliers to customers
Transaction - Transaction information
The following tables list the format for these files. The Detail file information is displayed in the second column of these tables.
|
Position |
Detail # |
Field Name |
Apprise Field |
|
1 |
10 |
Company ID |
Entered in Generate Data Extract |
|
2 |
|
Customer ID |
custname.cust-code |
|
3 |
|
Trade Name |
custname.cust-name |
|
4 |
30 |
CustCategoryID |
custname.cust-division |
|
5 |
31 |
CustTypeID |
custname.group-id |
|
6 |
32 |
Chain Code |
custname.user-defined-3 |
|
7 |
34 |
RegionID |
custname.territory |
|
8 |
40 |
StatusID |
custname.active |
|
9 |
|
|
|
|
10 |
41 |
Credit Terms |
customer-ar.terms-code or if it is blank, ar-credit-div.terms-code or ar-credit-group.terms-code |
|
11 |
|
Sales Pointer Type |
1 |
|
12 |
12 |
Sales Rep 1 |
custname.default-sales-agent |
|
13 |
11 |
Sale Team 1 |
sales-agent.sales-team-id for custname.default-sales-agent |
|
14 |
|
Sales Representative Pointer |
1 |
|
15 |
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16 |
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17 |
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18 |
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19 |
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20 |
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21 |
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22 |
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23 |
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24 |
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25 |
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26 |
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27 |
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28 |
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29 |
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30 |
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31 |
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32 |
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33 |
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34 |
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35 |
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36 |
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|
37 |
|
Current Balance |
Total outstanding accounts receivable balance |
|
38 |
|
Past Due |
Past due accounts receivable balance |
|
39 |
|
Credit Limit |
customer-ar.credit-limit or if it is blank, ar-credit-div.credit-limit or ar-credit-group.credit-limit |
|
40 |
|
Phone |
custname.phone |
|
41 |
|
Ship to Street Address |
from cust-shipto (primary ship-to address) |
|
42 |
|
Ship to Street Address 2 |
from cust-shipto (primary ship-to address) |
|
43 |
|
Ship to City |
from cust-shipto (primary ship-to address) |
|
44 |
|
Ship to State |
from cust-shipto (primary ship-to address) |
|
45 |
33 |
Ship to County ID |
from cust-shipto (primary ship-to address) |
|
46 |
|
Ship to Postal Code |
from cust-shipto (primary ship-to address) |
|
47 |
35 |
Ship to Country ID |
from cust-shipto (primary ship-to address) |
|
48 |
|
Bill to Street Address |
from ar-remit-from (primary bill-to address) |
|
49 |
|
Bill to Street Address 2 |
from ar-remit-from (primary bill-to address) |
|
50 |
|
Bill to City |
from ar-remit-from (primary bill-to address) |
|
51 |
|
Bill to State |
from ar-remit-from (primary bill-to address) |
|
52 |
33 |
Bill to County ID |
from ar-remit-from (primary bill-to address) |
|
53 |
|
Bill to Postal Code |
from ar-remit-from (primary bill-to address) |
|
54 |
35 |
Bill to Country ID |
from ar-remit-from (primary bill-to address) |
|
55 |
|
|
|
|
56 |
|
Retailer |
custname.cust-type |
|
57 |
|
Wholesaler |
custname.cust-type |
|
58 |
|
On Premise |
custname.cust-type |
|
59 |
|
Off Premise |
custname.cust-type |
|
60 |
|
Military |
custname.cust-type |
|
61 |
|
Transportation |
custname.cust-type |
|
62 |
|
Chain |
custname.user-defined-4 |
|
63 |
|
National Account |
custname.user-defined-8 |
|
64 |
|
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|
65 |
|
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|
66 |
|
Optional Field 13 |
contact.contact-name |
|
67 |
|
Optional Field 14 |
custname.attention |
|
68 |
|
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|
69 |
|
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|
70 |
|
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|
71 |
|
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|
72 |
|
Optional Field 1 (License #) |
custname.user-defined-1 |
|
73 |
|
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|
74 |
|
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|
75 |
|
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|
76 |
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77 |
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78 |
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79 |
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80 |
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81 |
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82 |
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83 |
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84 |
|
|
"Y" |
|
85 |
|
|
"Y" |
|
Position |
Detail # |
Field Name |
Apprise Field |
|
1 |
10 |
Company ID |
Entered in Generate Data Extract |
|
2 |
|
Item ID |
product.product-code |
|
3 |
|
Item Name |
product.product-name |
|
4 |
|
Size |
product.bottle-size converted to liters |
|
5 |
|
Units per Case |
bottles (base unit of measure) per default selling unit of measure for oe-prod-location |
|
6 |
|
Volume Code |
"L" |
|
7 |
|
Volume per Case |
Convert Bottle Size to Liters * Units per Case |
|
8 |
|
|
|
|
9 |
21 |
Supplier ID |
oe-prod-location.primary-supplier-key |
|
10 |
|
|
|
|
11 |
|
Brand ID |
product.sub-category-key (code) |
|
12 |
52 |
Item Category ID |
product.usr-def-fld-1 (Beverage Class) |
|
13 |
25 |
Item Type ID |
product.usr-def-fld-2 (Beverage Type) |
|
14 |
|
Sales Rep Pointer 1 |
1 |
|
15 |
|
|
|
|
16 |
|
|
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|
17 |
|
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|
18 |
|
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|
19 |
|
Bottle UPC |
product.upc |
|
20 |
|
In Stock |
inventory.qoh |
|
21 |
|
|
|
|
22 |
|
Available |
qavail for inventory in the selling unit of measure |
|
23 |
|
On Order |
inventory.qoo |
|
24 |
|
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|
25 |
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|
26 |
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|
27 |
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|
28 |
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|
29 |
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|
30 |
|
MTD Sales |
Month to date units sold based on the selling unit of measure |
|
31 |
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32 |
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33 |
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|
34 |
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35 |
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36 |
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37 |
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38 |
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39 |
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40 |
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41 |
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42 |
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43 |
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44 |
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45 |
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46 |
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47 |
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48 |
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49 |
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|
50 |
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|
51 |
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|
52 |
|
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|
53 |
|
Family ID |
product.family-price-code |
|
54 |
|
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|
55 |
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|
56 |
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|
57 |
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58 |
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59 |
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60 |
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61 |
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62 |
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63 |
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64 |
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65 |
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66 |
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67 |
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68 |
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69 |
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|
70 |
|
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|
71 |
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|
72 |
|
IncludeinItemGrid |
"Y" |
|
73 |
|
IncludeinHistoryGrid |
"Y" |
|
Position |
Detail # |
Field Name |
Apprise Field |
|
1 |
10 |
Company ID |
Entered in Generate Data Extract |
|
2 |
|
Transaction Type |
"IN" |
|
3 |
|
Document ID |
arinvhdr.ref-num |
|
4 |
|
LineID |
arinvitm.sequence |
|
5 |
|
Document Date |
arinvhdr.ref-date |
|
6 |
|
ItemID |
arinvitm.product-code |
|
7 |
|
Customer ID |
custname.cust-code for arinvhdr.cust-key |
|
8 |
11 |
Sales Team ID |
sales-team.sales-team-id for arinvitm.sales-agent-id |
|
9 |
12 |
Sales Rep ID |
arinvitm.sales-agent-id |
|
10 |
11 |
PaySalesTeamID |
sales-team.sales-team-id for arinvitm.sales-agent-id |
|
11 |
12 |
PaySalesRep ID |
arinvitm.sales-agent-id |
|
12 |
|
Cases |
arinvitm.qty (when invoiced in a unit of measure that is not the base unit of measure; this is converted to the default selling unit of measure; positive for invoices, negative for returns/credits) NOTE This is zero when invoiced in the base unit of measure. |
|
13 |
|
Units |
arinvitm.qty (when invoiced in the base product unit of measure; this is in base product unit of measure; positive for invoices, negative for returns/credits) NOTE This is zero when invoiced in a unit of measure that is not the base unit of measure. |
|
14 |
|
Sales Dollars |
arinvitm.extended-price (positive for invoices, negative for returns/credits) |
|
15 |
|
Net Cost |
arinvitm.total-sales-cost (positive for invoices, negative for returns/credits) |
|
16 |
50 |
Delivery Type |
if "IN" then "TR"; if "CM" then "RE" |
|
17 |
51 |
Order Source |
"SR" |
|
18 |
|
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|
19 |
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|
20 |
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|
21 |
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|
22 |
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|
23 |
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|
24 |
|
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|
25 |
12 |
Order Sales Rep ID |
arinvhdr.sales-agent |
|
26 |
|
|
|
|
27 |
|
|
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|
28 |
|
|
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|
29 |
|
Delivery Date |
arinvhdr.ref-date |
|
30 |
|
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|
31 |
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|
32 |
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|
33 |
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34 |
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35 |
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36 |
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|
37 |
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38 |
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