Inventiv Export Format

You can export the following files for Inventiv in Generate Data Extract.

NOTE The detail file includes all information, regardless of the selected filters in Generate Data Extract and Data Extract Selection Maintenance.

The following tables list the format for these files. The Detail file information is displayed in the second column of these tables.

Customer Record

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

 

 

 

16

 

 

 

17

 

 

 

18

 

 

 

19

 

 

 

20

 

 

 

21

 

 

 

22

 

 

 

23

 

 

 

24

 

 

 

25

 

 

 

26

 

 

 

27

 

 

 

28

 

 

 

29

 

 

 

30

 

 

 

31

 

 

 

32

 

 

 

33

 

 

 

34

 

 

 

35

 

 

 

36

 

 

 

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

 

 

 

65

 

 

 

66

 

Optional Field 13

contact.contact-name

67

 

Optional Field 14

custname.attention

68

 

 

 

69

 

 

 

70

 

 

 

71

 

 

 

72

 

Optional Field 1 (License #)

custname.user-defined-1

73

 

 

 

74

 

 

 

75

 

 

 

76

 

 

 

77

 

 

 

78

 

 

 

79

 

 

 

80

 

 

 

81

 

 

 

82

 

 

 

83

 

 

 

84

 

 

"Y"

85

 

 

"Y"

Item Record

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

 

 

 

17

 

 

 

18

 

 

 

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

 

 

 

25

 

 

 

26

 

 

 

27

 

 

 

28

 

 

 

29

 

 

 

30

 

MTD Sales

Month to date units sold based on the selling unit of measure

31

 

 

 

32

 

 

 

33

 

 

 

34

 

 

 

35

 

 

 

36

 

 

 

37

 

 

 

38

 

 

 

39

 

 

 

40

 

 

 

41

 

 

 

42

 

 

 

43

 

 

 

44

 

 

 

45

 

 

 

46

 

 

 

47

 

 

 

48

 

 

 

49

 

 

 

50

 

 

 

51

 

 

 

52

 

 

 

53

 

Family ID

product.family-price-code

54

 

 

 

55

 

 

 

56

 

 

 

57

 

 

 

58

 

 

 

59

 

 

 

60

 

 

 

61

 

 

 

62

 

 

 

63

 

 

 

64

 

 

 

65

 

 

 

66

 

 

 

67

 

 

 

68

 

 

 

69

 

 

 

70

 

 

 

71

 

 

 

72

 

IncludeinItemGrid

"Y"

73

 

IncludeinHistoryGrid

"Y"

Transaction Record

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

 

 

 

19

 

 

 

20

 

 

 

21

 

 

 

22

 

 

 

23

 

 

 

24

 

 

 

25

12

Order Sales Rep ID

arinvhdr.sales-agent

26

 

 

 

27

 

 

 

28

 

 

 

29

 

Delivery Date

arinvhdr.ref-date

30

 

 

 

31

 

 

 

32

 

 

 

33

 

 

 

34

 

 

 

35

 

 

 

36

 

 

 

37

 

 

 

38