Field

Definition

Account Status

Customer’s Account Status (Active, Inactive, Out Of Business)

Address, City, State & Zip

Customer Address

Adj Account

When doing a write off during Load Sheet Return, we will try and match the Invoice trans records of the adjustments with the Adjustment Account used. This is then stored in the table. This will not always be a perfect match since the returns screen does not directly reference invoice trans.

Alcohol By Volume

Alcohol percentage amount

Appellation

Appellation of the Brand

AR Account

AR Account for the Invoice record

Area

Customer’s Distribution Area

AR Note

AR Note on the Invoice

Bin

Bin on the Invoice Transaction record, where the product was picked from

Bin Zone

Bin Zone of the Bin on the Invoice Transaction, Bin Zone where the product is picked from

Brand Code

Field on the Brands table

Brand Country

Country of the brand

Brand

Brand name

Brand Family

Brand Family name

Brand Link

A link that brings you to the Brand Record

Brand Region

Region of the Brand

Case Discount

Every Case Discount price amount for a product

Case Full Price

Every Case Full price amount for a product

Case Participation

Every Case Participation amount for a product

Case Unit Price

Every Case Unit price amount for a product

Case UPC

Case UPC field

Case Equiv

Case Equivalent record that the product is attached to

Chain

Chain of the Customer

Chain Product Num

(InvoiceTrans.ProductID = ProductAuthorizations.ProductID) AND (Customers.ChainID = ProductAuthorizations.ChainID)

Chain Store Number

Chain Store Number of the customer

Charge Area

Charge Area of the customer

Check Num

Check Num of a Receipt

City

City of the customer

Close Date

The Close Date field on the Customers table, when the customer closed for business

Cogs Account

The Cost of goods sold account that is used when selling a product

Commission Employee

User on tied to Commissions setup

Commission Group

Commision Group tied to a Product

Commission Role

The role of the user for how commissions will be calculated. Example: If set to Sales Rep Assigned, commissions will be calculated based on the customers that sales rep is assigned to

Customer Name & Address

Customer name and Address concatenated

Contact

Primary Contact on the Customer record

Container Material

Container material of the package

County

County where the customer is located

Account Type

Customers’ Account type (Sale, Transfer Out, Inventory Adjustment)

Delivery Rep Actual

Delivery Rep record on a Load Sheet

Delivery Rep Assigned

Assigned Deliveryman for a customer

Route Num Assigned

Assigned Delivery Route Number of a customer

Company

Company of the customer’s Distribution Area Location

Entry Source

Invoice.EntrySource, where the invoice originated from

Ethnicity

Ethnicity, mainly for Restaurants.. Primary cuisine type

Forecast Group

Forecast Group from the Products Inventory record

Has Displays

If a customer has displays or not

Income Account

The income account that is used for from selling a product

Industry Volume

Overall Volume ranking for a customer based on segment setup

Inventory Account

The Inventory account that is used for from selling a product

Inventory Active

Displays the Product’s Inventory record Active field

Invoice Link

A Link to the Invoice, displays Invoice Num

Invoice Memo

Memo Field on the Invoice

Invoice Trans ID

The ID of the Invoice Transaction

Chain / Independent

Uses the Independent field on the Chains table and shows if the customer is a chain or independent

Cash / Check

CASE WHEN Invoice.CheckNum IS NOT NULL THEN N'Check' ELSE N'Cash' END… Displays ‘Check’ if the Check Num field on Invoices is Not Null, otherwise displays ‘Cash’

Jurisdiction

Jurisdiction of the Customer

Laid-in Cost

Every Laid-in Cost amount for a product

Laid-In + Tax Cost

Every Laid-in Cost + Tax Cost amount for a product

Latitude

Latitude of the Customers address

License Exp Date

Customer’s Liquor License expiration date

Load Sequence

Load Sequence of a Route, the order of when the Route was picked

Load Sheet Phase

Phase of the Load Sheet, originating from the Route Phase

Load Sheet Location

Location of the Load Sheet record, generates based of the Route Version Location

Load Sheet Type

Load Sheet type is created based off of the Route Type LS Type

Location

Customer’s Location, based off of the Customer’s Distribution Area

Longitude

Longitude of the Customer’s Address

Market

The Market of the promotion used on the Invoice Transaction record

Merchandiser Assigned

Merchandiser Name field from the customer’s Assigned Users

Off-Day Delivery

If the invoice was delivered on a Route and Date that was not part of the Customer’s Stop setup, this is considered an Off-Day Delivery. Calculates after Load Sheet is Returned

On-Off Premise

If the customer type is True or False for On Premise, this determines if the customers is On or Off Premise

Open Date

The open Date field on the customers table, when the customer opened for business

Ounces

Ounces per Case from the packages table

Package

The package of the product

Parent Chain

Parent Chain field on Chains

Participation

Every Participation amount for a product

Phone

Phone number of the Primary Contact on the customer

Picked By

Who picked the pallet for an invoice transaction

Pick Method

The pick method used on the Invoice Transaction

Pick Unit

The pick unit on the invoice transaction

PO Number

PO Number field from the Invoice

Postal Code

Customer’s postal code

Product Name

Name of the Product

Product Active

The active field from the products table

Product Link

A link to the Product record, displays Product Num & Name

Product Num & Name

Concatenation of Product ID and Product name

Product Pick Type

All Product Pick Types of a Product

Product Type

All Product Types of a product

Promo Overridden

If the promotion on the invoice transaction was overridden to

Promotion Link

Link to the promotion record from the promotion on the invoice Transaction

Promotion Name

Promotion name of the promotion on the invoice Transaction

Commission Rate

All of the Rate levels that are setup in Employees Commissions

Reason Code

Reason code on the invoice transaction, a reason will only be populated if Num units is less than Ordered

Receipt

Every Receipt amount coming from Invoices

Resale Exp Date

The expiration date of the customer’s reseller license

Resale Num

Reseller License number

Retail Units Per Case

Every number for the number of units that are sold at the retail level

Route Actual

Route on the Load Sheet record

Route Num Actual

Route num of the route on the Load Sheet record

Route Version

Route Version of the Route on the Load sheet Record

Sales Rep Historical

The Sales Rep Assigned at the time of the Load Sheet verification

Sales Rep Actual

The last person to make an invoice transaction change on an invoice

District Manager

Manager 1 of the customer’s assigned Sales Rep

Sales Manager

Manager 2 of the customer’s assigned Sales Rep

Sales Manager 2

Manager 3 of the customer’s assigned Sales Rep

Sales Manager 3

Manager 4 of the customer’s assigned Sales Rep

Sales Rep Assigned

The customer’s current Assigned Sales Rep based on product group

Sales Route Num Assigned

The route number of the assigned sales rep

Segment

The product’s segment

Segment Ranking

Segment Ranking of a customer based on Segment setup

Sell Type

How the customer is sold to

Shipping Address

Address of the customer’s delivery location

Signature

Displays the signature captured on the Invoice, shows an invoice was delivered

Sold on Discount

Displays TRUE if the InvoiceTrans.Discount field does not equal zero, otherwise FALSE

Supplier Product ID

Supplier Product Num field on Products

SRS Item Code

SRS item code field on products

State

State of the customer’s address

State Licensee

The person or entity that holds the liquor license

State License Num

Liquor License Number

Statement Group

The statement group from the AR Account of the Invoice

State Package Code

The state package code of the product’s package and load sheet location

State Product Num

State Product Num field on Products

State Tax Code

State tax code for the product based on Product Type and Load Sheet Location

Load Sheet Status

Status of the sales transactions based on the Load Sheet Status

Stop Sequence

Delivery Sequence on the Invoice record

Brand Style

Style of the brand

Supplier

Supplier of the Brand Family of the Brand of the Product

Supplier Family

Supplier Family field on Suppliers

Depletion Tax

Every InvoiceTrans.TaxCost amount

Tax Cost 2

very InvoiceTrans.TaxCost2 amount

Term

Credit term of the Invoice

Territory

Territory of the Customer

Trade Channel

Trade Channel on the customer type of the customer

Unit UPC

UPC of the Product’s Unit (bottle/can)

Unit Price

Every Unit Price amount for a product

Consumable Units per Case

Every number of consumable units per case, how many units can individually be consumed

Carrier UPC

UPC of the Carrier, used for EDI and Invoice Templates

Varietal

Varietal of the Brand

Vintage

Vintage pulled from the purchase transaction attached to the invoice transaction