Tools

Which tables are used by each OneSource Screen ( Form )

Author: support staff Reference Number: AA-01214 Created: 2011-02-21 21:41 Last Updated: 2019-03-06 10:24

0 Rating/ Voters

The following is a listing of various types of data stored in OneSource along with the forms (screens), and table names:

Bank Accounts / Checking Account Data

Type of Data	Name of Form(Screen) That Displays The Data	Location on Form (Screen)	Name of Table Where Data is Stored
Banking Account Info	Check Writer	Bank Accounts tab	Bank Accounts
Checks	Check Writer	Checks tab	Check Writer
Checks(GL Line Items)	Check Writer	Checks tab (Line Items Section)	Check Writer Items
Deposits	Check Writer	Deposits tab	Check Writer
Deposits (GL Line Items)	Check Writer	Deposits tab (Line Item Section)	Check Writer Items
Banking Account Adjustments	Check Writer	Adjustments tab	Check Writer
Deposit Slips	Check Writer	Edit Deposit Slip button	Check Writer Deposit Detail
List of Undeposited Funds	Check Writer	Edit Deposit Slip button, (then Select Undeposited Checks button)	Check Writer Undeposited Checks

Customers & Prospects Data

Type of Data	Name of Form That Displays The Data	Location on Form	Name of Table Where Data is Stored
Company Address Info	Customers & Prospects	Top half of form	Customers
Other Company Fields	Customers & Prospects	Pricing Defaults, Delivery Info, More Info, Notes tabs	Customers
Contact Titles	Customers & Prospects	Title drop down list	tblContactTypes
Cities	Customers & Prospects	Cities drop down list	tblCities
States	Customers & Prospects	State drop down list	tblStates
Type of Company	Customers & Prospects	Type drop down list	tblOrganizationType
SubType of Company	Customers & Prospects	SubType drop down list	tblOrganizationSubType
Status of Company	Customers & Prospects	Status drop down list	tblOrganizationStatus
Individual Contacts	Customers & Prospects	Contacts tab (and Contacts form displayed using the Magnifying Glass button)	tblContact
Customer Activities & Tasks	Customers & Prospects	Activities tab	tblActivities
Customer Jobs & Projects	Customers & Prospects	Jobs/Projects tab	tblJobs
Customer Quotations	Customers & Prospects	Sales History tab (Quotations option)	Quotation
Customer Sales Orders	Customers & Prospects	Sales History tab (Sales Orders Option)	Sales Order
Customer Sales Order Line Items	Customers & Prospects	Sales History tab (Sales Order Lineitems option)	Sales Order, Sales Order Lineitems
Customer Invoices	Customers & Prospects	Sales History tab (Invoices option)	Invoice
Customer Invoice Lineitems	Customers & Prospects	Sales History tab (Invoice Lineitems option)	Invoice, Invoice Lineitems
Customer Invoice Payments	Customers & Prospects	Sales History tab (Invoice Payments option)	Invoice, Payments
Customer - Item Custom Prices	Customers & Prospects	Custom Pricing tab	tblGroupPricing
Customer Sales Tax Rates	Customers & Prospects	Pricing Defaults tab	Sales Tax Rates
Customer Sales Tax Rates (sub rates)	Customers & Prospects	Pricing Defaults tab	SalesTaxRatesDetail
Customer Credit Cards	Customers & Prospects	Pricing Defaults tab	tblCustomerCreditCard
Customer Payment Terms	Customers & Prospects	Pricing Defaults tab	Type of Payment

Inventory Item & Pricing Data

Type of Data	Name of Form That Displays The Data	Location on Form	Name of Table Where Data is Stored
Inventory Item Descriptive Details (Item Number, Categories, UOM, Main Supplier, etc)	Inventory Management	Details, Financial, Suppliers, Features tabs	Inventory
Inventory 'Catalog'	Inventory Management (Auto Parts Details tab)	Catalog table (lower right corner)	tblInventoryAlias
Inventory Additional Suppliers	Inventory Management	Suppliers tab (lower section)	Inventory Suppliers
Inventory Stock (Shipments Details, Warehouse, Lot Tracking)	Inventory Management	InStock tab (top section)	Inventory Products
Inventory Pricing Matrix	Inventory Management	Financial tab	Inventory Prices
Inventory Serial Number Details	Inventory Management	InStock tab (lower section, only visible if Serialized option on the item is selected)	Inventory Serialized Items
Inventory Category Type	Inventory Management	Details tab	Inventory Categories
Inventory Categories (SubCategory Linking)	Inventory Management	Details tab	Inventory SubCategories
Inventory Assemblies / Kits	Inventory Management	Assemblies tab	Inventory Assembly
Inventory (Additional Storage Locations)	Inventory Management	InStock tab	Inventory Additional Locations
Inventory Item Pricing (Matrix Pricing on Item Record)	Inventory Management	Financialtab	Inventory Prices
Inventory Item Pricing (Custom Prices per Item - Per Customer)	Customers & Prospects	Custom Pricing tab	tblGroupPricing
Inventory Item Pricing (Templates)	Custom Pricing Templates	Top portion of the form	tblBuyingGroups
Inventory Item Pricing (Template Line Item Defaults)	Custom Pricing Templates	Line item details on form	tblBuyingGroupDefaults
Inventory Item Pricing Templates	Custom Pricing Templates	Product Pricing Groups	tblPricingGroups

Suppliers & Vendors Data (Including PO's and Auto PO's)

Type of Data	Name of Form That Displays The Data	Location on Form	Name of Table Where Data is Stored
Name & Address Info	Suppliers & Vendors	Top half of form	Suppliers
Other Company Fields, Remit To Fields	Suppliers & Vendors	Financial Info tab, Other Info tab	Suppliers
Contact Titles	Suppliers & Vendors	Title drop down list	tblContactTypes
Cities	Suppliers & Vendors	Cities drop down list	tblCities
States	Suppliers & Vendors	State drop down list	tblStates
Category	Suppliers & Vendors	Category drop down list	tblSupplierType
Individual Contacts	Suppliers & Vendors	Contacts tab (and Contacts form displayed using the Magnifying Glass button)	tblContact
Supplier & Vendor Activities & Tasks	Suppliers & Vendors	Activities tab	tblActivities
Purchase Orders	Suppliers & Vendors	Purchase Orders tab	Purchase Orders, Purchase Order Lineitems
Auto PO's	Suppliers & Vendors	Where the Auto PO data is stored (after running the Auto PO)	When the Auto PO is executed, data in the following TEMP (Local) tables is DELETED and the RECREATED: Purchase Order Temp (this is Auto PO data) Purchase Order Lineitems Temp (This is Auto PO Line Items data) tblTempAutoPoDetails (This is Auto PO 3c details) Purchase Order Temp Saved (this is Auto PO SAVED data) Purchase Order Lineitems Temp Saved (This is Auto PO Line Items SAVED data)
Bill Payments	Suppliers & Vendors	Payments tab	Payables Payments
Custom Costing	Suppliers & Vendors	Custom Costing tabs	tblCustomCosting
Notes	Suppliers & Vendors	Notes tab	Suppliers (Comments field)
MFG Reps (Customer Linking Info)	Suppliers & Vendors	MFG Reps tab	SupplierCustomer Bonding-MFGRep
Documents	Suppliers & Vendors	Documents tab	tblDocMan
Custom Fields	Suppliers & Vendors	Custom Fields tab	tblCustomField, tblCustomFieldDetail
ECommerce / Web Server Fields	Suppliers & Vendors	Web Service Setup tab	tblWebServicePart, tblWebServicePartDetail

Keywords: fields tables forms tabs list tables, tables list, table list