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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 |
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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
|
|
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
|
|
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
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