Sales orders and full dossiers — Pro
Order period, shipping and amounts; native lines, units, item and customer dossiers.
NOT VALIDATED ON A REAL ERP INSTALLATION. Unofficial configuration based on official Sage 100 US 2026 file layouts, functional help, synthetic tests and native Cifru DEMO captures. Run the read/compatibility test at import and check schema, dates, results, source currency, permissions and query performance before business use.
For sales teams, dispatch staff and managers: choose an order-date period before reading. See standard sales orders and backorders, customer, delivery destination, status, customer PO and calculated order/net-order values. Open order Details for shipping, payment terms, stored taxable/nontaxable amounts, tax, freight, discount and deposit. Open Order lines for the native ordered/shipped/backordered quantities, order UOM and stock-unit factor, price, native line amount, line discount, promised date and notes. Regular inventory lines can open their Item dossier; the order can open its Customer dossier with contacts, status, credit hold, credit limit, current A/R balance and last payment/invoice dates. These are useful operational dossiers, not a list of technical IDs.
Why Cifru? Adapt configurations to the way you work. Choose the fields, filters and details you need, and bring information to your phone that may not be available in your business software’s own mobile app. Available options depend on the data exposed by your authorized source and your Cifru plan.
Pro: one source, four lists, three related buttons and parameterized read-only SQL. Reads happen on demand, at most 2,000 rows each, without scheduled refresh. Narrow the opening period if the limit is reached; search covers only loaded rows. This row limit does not guarantee inexpensive scans. Quotes, prospect quotes, master and repeating orders are deliberately excluded. Retained closed/hold standard/backorders remain visible; cleared history is not recovered. Child lists are fetched only when opened. Customer identity includes AR division + customer number; line identity includes order + line key. Missing customer/item masters do not silently remove orders/lines. Special, charge, comment and miscellaneous lines remain visible, but are not falsely linked to an inventory item just because a code happens to match.
Calculated Order total = native taxable + nontaxable merchandise + sales tax + freight − order discount. Calculated Net order = Order total − deposit. These follow Sage functional help and are not stored total columns, invoice totals, overdue receivables or customer balances. NULL monetary components stay NULL, not zero. The native line extension is not recalculated and line discounts are not subtracted a second time. Line TaxAmt is corporate-card metadata and is intentionally not advertised as complete line tax. Shipped is the native order-line quantity, not an invented cumulative delivery/invoice measure. No calculated available stock, remainder, margin, aging or cross-company/currency total. Verify the company/source currency and any multicurrency extension; no USD code is assumed. Current balances are current master values, not balances as of the opening period. Standard item prices are reference prices, not customer quotations; item costs and customer balances require authorized SELECT access. Display filters are not database access control. Public DEMO images contain fictional data only.
Target: Sage 100 US 2026 (formerly Premium) on SQL Server 2012+ / compatibility level 110+, company schema dbo, Sales Order, Accounts Receivable and Inventory Management modules. Not Sage 100 France, Contractor or ProvideX. DATE-class fields are defensively normalized from native SQL dates or YYYYMMDD with optional zero decimal suffix. Unsupported/corrupt dates become NULL; corrupt order dates are excluded from the period. Physical SQL types, constraints, collation, module customizations and ERP installation behavior are not certified by FLOR or SQLite tests. Credentials, servers and business rows are absent from the package. Dictionary: https://help-sage100.na.sage.com/2026/FLOR/index.htm Functional help: https://help-sage100.na.sage.com/2026/Subsystems/SO/SOMainFields/Sales_Order_Entry_-_Fields.htm
Screenshots
What this package creates
1 Home3 Details4 lists1 sources to map
- Home: Sales orders
- Details: Order lines
- Details: Item dossier
- Details: Customer dossier
- Sub-button: Order lines
- Sub-button: Item dossier
- Sub-button: Customer dossier
Sources are mapped locally and verified before applying.
Custom queriesPRO4 SQL
Custom queries are a PRO feature. Cifru repeats read-only validation against the local source before execution.
Statically verified read-only
$.components.workspaceSelection.datasets.0.sqlQuerySELECT h.SalesOrderNo, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) ELSE NULL END,112) AS OrderDate, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),8) ELSE NULL END,112) AS ShipExpireDate, h.ARDivisionNo, h.CustomerNo, h.BillToName, h.ShipToName, h.ShipToCity, h.ShipVia, h.CustomerPONo, h.WarehouseCode, h.TermsCode, h.Comment, h.DiscountAmt, h.TaxableAmt, h.NonTaxableAmt, h.SalesTaxAmt, h.FreightAmt, h.DepositAmt, COALESCE(NULLIF(h.BillToName,N''),NULLIF(c.CustomerName,N''),h.CustomerNo) AS CustomerName, CONCAT(DATALENGTH(h.ARDivisionNo),N':',h.ARDivisionNo,h.CustomerNo) AS CustomerKey, CASE h.OrderType WHEN N'S' THEN N'Standard' WHEN N'B' THEN N'Backorder' WHEN N'Q' THEN N'Quote' WHEN N'M' THEN N'Master order' WHEN N'R' THEN N'Repeating order' WHEN N'P' THEN N'Prospect Quote' ELSE CONCAT(N'Unknown / unset: ', h.OrderType) END AS OrderTypeName, CASE h.OrderStatus WHEN N'N' THEN N'New' WHEN N'O' THEN N'Open' WHEN N'C' THEN N'Closed' WHEN N'H' THEN N'Hold' ELSE CONCAT(N'Unknown / unset: ', h.OrderStatus) END AS OrderState, (h.TaxableAmt+h.NonTaxableAmt+h.SalesTaxAmt+h.FreightAmt-h.DiscountAmt) AS OrderTotal, ((h.TaxableAmt+h.NonTaxableAmt+h.SalesTaxAmt+h.FreightAmt-h.DiscountAmt)-h.DepositAmt) AS NetOrder FROM dbo.SO_SalesOrderHeader h LEFT JOIN dbo.AR_Customer c ON c.ARDivisionNo=h.ARDivisionNo AND c.CustomerNo=h.CustomerNo WHERE h.OrderType IN (N'S',N'B') AND TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) ELSE NULL END,112)>=:date_from AND TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) ELSE NULL END,112)<:date_until
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.1.sqlQuerySELECT l.SalesOrderNo, l.LineKey, l.LineSeqNo, l.ItemCode, l.ItemCodeDesc, l.WarehouseCode, l.UnitOfMeasure, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),8) ELSE NULL END,112) AS PromiseDate, l.CommentText, l.QuantityOrdered, l.QuantityShipped, l.QuantityBackordered, l.UnitPrice, l.ExtensionAmt, l.UnitOfMeasureConvFactor, l.LineDiscountPercent, CONCAT(DATALENGTH(l.SalesOrderNo),N':',l.SalesOrderNo,l.LineKey) AS LineIdentity, CASE l.ItemType WHEN N'1' THEN N'Regular Item' WHEN N'2' THEN N'Special Item' WHEN N'3' THEN N'Charge Item' WHEN N'4' THEN N'Comment Item' WHEN N'5' THEN N'Miscellaneous Item' ELSE CONCAT(N'Unknown / unset: ', l.ItemType) END AS ItemTypeName, CASE WHEN l.ItemType<>N'1' THEN N'Not a regular inventory line' WHEN i.ItemCode IS NULL THEN N'Missing: verify source integrity' ELSE N'Available' END AS ProductAvailability FROM dbo.SO_SalesOrderDetail l INNER JOIN dbo.SO_SalesOrderHeader h ON h.SalesOrderNo=l.SalesOrderNo LEFT JOIN dbo.CI_Item i ON l.ItemType=N'1' AND i.ItemCode=l.ItemCode WHERE h.OrderType IN (N'S',N'B') AND l.SalesOrderNo=:order_no
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.2.sqlQuerySELECT i.ItemCode, i.ItemCodeDesc, i.ItemType, i.ProductLine, i.DefaultWarehouseCode, i.StandardUnitOfMeasure, i.TotalQuantityOnHand, i.StandardUnitPrice, i.StandardUnitCost, i.AverageUnitCost, i.LastTotalUnitCost, i.SalesUnitOfMeasure, i.SalesUMConvFctr, i.PurchaseUnitOfMeasure, i.PurchaseUMConvFctr, i.UPCEAN, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),8) ELSE NULL END,112) AS LastSoldDate, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),8) ELSE NULL END,112) AS LastReceiptDate, CONCAT(DATALENGTH(l.SalesOrderNo),N':',l.SalesOrderNo,l.LineKey) AS LineIdentity, CASE i.Valuation WHEN N'1' THEN N'Standard' WHEN N'2' THEN N'Average' WHEN N'3' THEN N'Fifo' WHEN N'4' THEN N'Lifo' WHEN N'5' THEN N'Lot' WHEN N'6' THEN N'Serial' ELSE CONCAT(N'Unknown / unset: ', i.Valuation) END AS ValuationName, CASE i.ProcurementType WHEN N'B' THEN N'Buy to Stock' WHEN N'M' THEN N'Make to Stock' WHEN N'C' THEN N'Buy to Order' WHEN N'N' THEN N'Make to Order' WHEN N'S' THEN N'Subcontract' ELSE CONCAT(N'Unknown / unset: ', i.ProcurementType) END AS ProcurementName, CASE i.InactiveItem WHEN N'N' THEN N'Active' WHEN N'Y' THEN N'Inactive' ELSE N'Unknown / unset' END AS ItemState FROM dbo.SO_SalesOrderDetail l INNER JOIN dbo.SO_SalesOrderHeader h ON h.SalesOrderNo=l.SalesOrderNo INNER JOIN dbo.CI_Item i ON l.ItemType=N'1' AND i.ItemCode=l.ItemCode WHERE h.OrderType IN (N'S',N'B') AND l.SalesOrderNo=:order_no AND l.LineKey=:line_key
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.3.sqlQuerySELECT c.ARDivisionNo, c.CustomerNo, c.CustomerName, c.AddressLine1, c.AddressLine2, c.City, c.State, c.ZipCode, c.CountryCode, c.TelephoneNo, c.EmailAddress, c.TermsCode, c.ShipMethod, c.CreditLimit, c.CurrentBalance, c.OpenOrderAmt, c.LastPaymentAmt, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),8) ELSE NULL END,112) AS DateLastPayment, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),8) ELSE NULL END,112) AS DateLastInvoice, c.CustomerDiscountRate, CONCAT(DATALENGTH(c.ARDivisionNo),N':',c.ARDivisionNo,c.CustomerNo) AS CustomerKey, CASE c.CustomerStatus WHEN N'A' THEN N'Active' WHEN N'I' THEN N'Inactive' WHEN N'T' THEN N'Temporary' ELSE CONCAT(N'Unknown / unset: ', c.CustomerStatus) END AS CustomerStatusName, CASE c.CreditHold WHEN N'N' THEN N'No' WHEN N'Y' THEN N'Yes' ELSE N'Unknown / unset' END AS CreditHoldName FROM dbo.AR_Customer c WHERE c.ARDivisionNo=:division AND c.CustomerNo=:customer
static read-only checks passed
View the JSON being importedcollapsed by default
{
"components": {
"sourceSlots": [
{
"displayName": "Sage 100 US — SQL Server",
"id": "3409A3F7-DB4C-56EC-92EE-02584C8D0DC4",
"kind": "sqlServer",
"requiredObjects": [
"dbo.AR_Customer",
"dbo.CI_Item",
"dbo.SO_SalesOrderDetail",
"dbo.SO_SalesOrderHeader"
],
"requiresCustomSQL": true
}
],
"workspaceSelection": {
"commonFields": [],
"datasets": [
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Sage 300",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "descending",
"id": "06F66C5F-BEE4-553C-95FB-23A18095B576",
"key": "OrderDate",
"type": "date"
},
{
"direction": "ascending",
"id": "29365062-51AB-5E15-918A-DD967D52AA78",
"key": "SalesOrderNo",
"type": "text"
}
],
"id": "C358BAE8-A228-5078-948E-B933147BE777",
"integration": "Sage 100 US",
"mappings": [
{
"commonFieldKey": "",
"key": "SalesOrderNo",
"label": "Order number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "SalesOrderNo",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "OrderDate",
"label": "Order date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OrderDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "ShipExpireDate",
"label": "Planned shipping date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ShipExpireDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "ARDivisionNo",
"label": "Internal division",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ARDivisionNo",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerNo",
"label": "Customer code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerNo",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BillToName",
"label": "Bill to",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "BillToName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ShipToName",
"label": "Ship to",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ShipToName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ShipToCity",
"label": "Delivery city",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ShipToCity",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "ShipVia",
"label": "Ship via code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ShipVia",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerPONo",
"label": "Customer purchase order",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerPONo",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "WarehouseCode",
"label": "Warehouse code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "WarehouseCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TermsCode",
"label": "Payment terms code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TermsCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Comment",
"label": "Order note",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "Comment",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "DiscountAmt",
"label": "Order discount — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "DiscountAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TaxableAmt",
"label": "Taxable merchandise — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TaxableAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "NonTaxableAmt",
"label": "Nontaxable merchandise — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "NonTaxableAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "SalesTaxAmt",
"label": "Order sales tax — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "SalesTaxAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "FreightAmt",
"label": "Freight — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "FreightAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "DepositAmt",
"label": "Deposit — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "DepositAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerName",
"label": "Customer",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerKey",
"label": "Internal division / customer key",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "OrderTypeName",
"label": "Order type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OrderTypeName",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "OrderState",
"label": "Order status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OrderState",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "OrderTotal",
"label": "Order total (calculated) — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OrderTotal",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "NetOrder",
"label": "Net order (calculated) — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "NetOrder",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 2000,
"name": "Sales orders",
"primaryKey": "SalesOrderNo",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "OrderDate",
"id": "734BBBDE-897F-546C-8EA1-3D4B108ACC4F",
"name": "date_from",
"source": "openingPeriodStart",
"type": "date"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "OrderDate",
"id": "BFB57595-962A-58F1-B70E-81BEB454FA59",
"name": "date_until",
"source": "openingPeriodEndExclusive",
"type": "date"
}
],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"SalesOrderNo",
"CustomerNo",
"BillToName",
"ShipToName",
"ShipToCity",
"ShipVia",
"CustomerPONo",
"WarehouseCode",
"TermsCode",
"Comment",
"CustomerName",
"OrderTypeName",
"OrderState"
],
"sourceID": "3409A3F7-DB4C-56EC-92EE-02584C8D0DC4",
"sqlQuery": "SELECT h.SalesOrderNo, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) ELSE NULL END,112) AS OrderDate, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.ShipExpireDate, 112))),8) ELSE NULL END,112) AS ShipExpireDate, h.ARDivisionNo, h.CustomerNo, h.BillToName, h.ShipToName, h.ShipToCity, h.ShipVia, h.CustomerPONo, h.WarehouseCode, h.TermsCode, h.Comment, h.DiscountAmt, h.TaxableAmt, h.NonTaxableAmt, h.SalesTaxAmt, h.FreightAmt, h.DepositAmt, COALESCE(NULLIF(h.BillToName,N''),NULLIF(c.CustomerName,N''),h.CustomerNo) AS CustomerName, CONCAT(DATALENGTH(h.ARDivisionNo),N':',h.ARDivisionNo,h.CustomerNo) AS CustomerKey, CASE h.OrderType WHEN N'S' THEN N'Standard' WHEN N'B' THEN N'Backorder' WHEN N'Q' THEN N'Quote' WHEN N'M' THEN N'Master order' WHEN N'R' THEN N'Repeating order' WHEN N'P' THEN N'Prospect Quote' ELSE CONCAT(N'Unknown / unset: ', h.OrderType) END AS OrderTypeName, CASE h.OrderStatus WHEN N'N' THEN N'New' WHEN N'O' THEN N'Open' WHEN N'C' THEN N'Closed' WHEN N'H' THEN N'Hold' ELSE CONCAT(N'Unknown / unset: ', h.OrderStatus) END AS OrderState, (h.TaxableAmt+h.NonTaxableAmt+h.SalesTaxAmt+h.FreightAmt-h.DiscountAmt) AS OrderTotal, ((h.TaxableAmt+h.NonTaxableAmt+h.SalesTaxAmt+h.FreightAmt-h.DiscountAmt)-h.DepositAmt) AS NetOrder FROM dbo.SO_SalesOrderHeader h LEFT JOIN dbo.AR_Customer c ON c.ARDivisionNo=h.ARDivisionNo AND c.CustomerNo=h.CustomerNo WHERE h.OrderType IN (N'S',N'B') AND TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) ELSE NULL END,112)>=:date_from AND TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), h.OrderDate, 112))),8) ELSE NULL END,112)<:date_until",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Sage 300",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "ascending",
"id": "3A0EDC00-081B-5F18-8D99-9CAF0BC87A18",
"key": "LineSeqNo",
"type": "text"
},
{
"direction": "ascending",
"id": "A4475508-CEF0-5218-876C-9A7357D5E6E1",
"key": "LineIdentity",
"type": "text"
}
],
"id": "EEEB175D-F406-5BA2-BC3E-8DD45E321851",
"integration": "Sage 100 US",
"mappings": [
{
"commonFieldKey": "",
"key": "SalesOrderNo",
"label": "Order number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "SalesOrderNo",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LineKey",
"label": "Internal line key",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LineKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LineSeqNo",
"label": "Internal line sequence",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LineSeqNo",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ItemCode",
"label": "Item code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ItemCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ItemCodeDesc",
"label": "Item / line",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ItemCodeDesc",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "WarehouseCode",
"label": "Warehouse code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "WarehouseCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "UnitOfMeasure",
"label": "Order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "UnitOfMeasure",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "PromiseDate",
"label": "Promised date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "PromiseDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "CommentText",
"label": "Line note",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CommentText",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "QuantityOrdered",
"label": "Ordered — order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "QuantityOrdered",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "QuantityShipped",
"label": "Shipped — native order-line quantity",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "QuantityShipped",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "QuantityBackordered",
"label": "Backordered — order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "QuantityBackordered",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "UnitPrice",
"label": "Unit price — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "UnitPrice",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ExtensionAmt",
"label": "Native line amount — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ExtensionAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "UnitOfMeasureConvFactor",
"label": "Stock units per order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "UnitOfMeasureConvFactor",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LineDiscountPercent",
"label": "Line discount (%) — already reflected by Sage",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LineDiscountPercent",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LineIdentity",
"label": "Internal order / line key",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LineIdentity",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ItemTypeName",
"label": "Line type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ItemTypeName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ProductAvailability",
"label": "Inventory item dossier",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ProductAvailability",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 2000,
"name": "Order lines",
"primaryKey": "LineIdentity",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "SalesOrderNo",
"id": "727BECEA-FF30-5FCF-A896-C68AB2B7F0AE",
"name": "order_no",
"source": "parentField",
"type": "text"
}
],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"SalesOrderNo",
"ItemCode",
"ItemCodeDesc",
"WarehouseCode",
"UnitOfMeasure",
"CommentText",
"ItemTypeName",
"ProductAvailability"
],
"sourceID": "3409A3F7-DB4C-56EC-92EE-02584C8D0DC4",
"sqlQuery": "SELECT l.SalesOrderNo, l.LineKey, l.LineSeqNo, l.ItemCode, l.ItemCodeDesc, l.WarehouseCode, l.UnitOfMeasure, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), l.PromiseDate, 112))),8) ELSE NULL END,112) AS PromiseDate, l.CommentText, l.QuantityOrdered, l.QuantityShipped, l.QuantityBackordered, l.UnitPrice, l.ExtensionAmt, l.UnitOfMeasureConvFactor, l.LineDiscountPercent, CONCAT(DATALENGTH(l.SalesOrderNo),N':',l.SalesOrderNo,l.LineKey) AS LineIdentity, CASE l.ItemType WHEN N'1' THEN N'Regular Item' WHEN N'2' THEN N'Special Item' WHEN N'3' THEN N'Charge Item' WHEN N'4' THEN N'Comment Item' WHEN N'5' THEN N'Miscellaneous Item' ELSE CONCAT(N'Unknown / unset: ', l.ItemType) END AS ItemTypeName, CASE WHEN l.ItemType<>N'1' THEN N'Not a regular inventory line' WHEN i.ItemCode IS NULL THEN N'Missing: verify source integrity' ELSE N'Available' END AS ProductAvailability FROM dbo.SO_SalesOrderDetail l INNER JOIN dbo.SO_SalesOrderHeader h ON h.SalesOrderNo=l.SalesOrderNo LEFT JOIN dbo.CI_Item i ON l.ItemType=N'1' AND i.ItemCode=l.ItemCode WHERE h.OrderType IN (N'S',N'B') AND l.SalesOrderNo=:order_no",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Sage 300",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "ascending",
"id": "A4475508-CEF0-5218-876C-9A7357D5E6E1",
"key": "LineIdentity",
"type": "text"
}
],
"id": "D27437EA-C9A3-5BE2-BA0F-ADB1077CEF86",
"integration": "Sage 100 US",
"mappings": [
{
"commonFieldKey": "",
"key": "ItemCode",
"label": "Item code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ItemCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ItemCodeDesc",
"label": "Item / line",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ItemCodeDesc",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ItemType",
"label": "Type (1 regular, 3 charge, 4 comment, 5 misc.)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ItemType",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ProductLine",
"label": "Product line",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ProductLine",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "DefaultWarehouseCode",
"label": "Default warehouse code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "DefaultWarehouseCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "StandardUnitOfMeasure",
"label": "Stock unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "StandardUnitOfMeasure",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "TotalQuantityOnHand",
"label": "On hand — all warehouses",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TotalQuantityOnHand",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "StandardUnitPrice",
"label": "Standard price — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "StandardUnitPrice",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "StandardUnitCost",
"label": "Standard cost — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "StandardUnitCost",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "AverageUnitCost",
"label": "Average cost — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AverageUnitCost",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LastTotalUnitCost",
"label": "Last total cost — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LastTotalUnitCost",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "SalesUnitOfMeasure",
"label": "Sales unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "SalesUnitOfMeasure",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "SalesUMConvFctr",
"label": "Stock units per sales unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "SalesUMConvFctr",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "PurchaseUnitOfMeasure",
"label": "Purchase unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "PurchaseUnitOfMeasure",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "PurchaseUMConvFctr",
"label": "Stock units per purchase unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "PurchaseUMConvFctr",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "UPCEAN",
"label": "UPC / EAN",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "UPCEAN",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LastSoldDate",
"label": "Item last sold",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LastSoldDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LastReceiptDate",
"label": "Item last received",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LastReceiptDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LineIdentity",
"label": "Internal order / line key",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LineIdentity",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ValuationName",
"label": "Valuation",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ValuationName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ProcurementName",
"label": "Procurement",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ProcurementName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ItemState",
"label": "Item status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ItemState",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 2000,
"name": "Item dossier",
"primaryKey": "LineIdentity",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "SalesOrderNo",
"id": "727BECEA-FF30-5FCF-A896-C68AB2B7F0AE",
"name": "order_no",
"source": "parentField",
"type": "text"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "LineKey",
"id": "06196AF2-3DC8-5CF4-A622-00BA3C12DBBB",
"name": "line_key",
"source": "parentField",
"type": "text"
}
],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"ItemCode",
"ItemCodeDesc",
"ProductLine",
"DefaultWarehouseCode",
"StandardUnitOfMeasure",
"SalesUnitOfMeasure",
"PurchaseUnitOfMeasure",
"UPCEAN",
"ValuationName",
"ProcurementName",
"ItemState"
],
"sourceID": "3409A3F7-DB4C-56EC-92EE-02584C8D0DC4",
"sqlQuery": "SELECT i.ItemCode, i.ItemCodeDesc, i.ItemType, i.ProductLine, i.DefaultWarehouseCode, i.StandardUnitOfMeasure, i.TotalQuantityOnHand, i.StandardUnitPrice, i.StandardUnitCost, i.AverageUnitCost, i.LastTotalUnitCost, i.SalesUnitOfMeasure, i.SalesUMConvFctr, i.PurchaseUnitOfMeasure, i.PurchaseUMConvFctr, i.UPCEAN, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastSoldDate, 112))),8) ELSE NULL END,112) AS LastSoldDate, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), i.LastReceiptDate, 112))),8) ELSE NULL END,112) AS LastReceiptDate, CONCAT(DATALENGTH(l.SalesOrderNo),N':',l.SalesOrderNo,l.LineKey) AS LineIdentity, CASE i.Valuation WHEN N'1' THEN N'Standard' WHEN N'2' THEN N'Average' WHEN N'3' THEN N'Fifo' WHEN N'4' THEN N'Lifo' WHEN N'5' THEN N'Lot' WHEN N'6' THEN N'Serial' ELSE CONCAT(N'Unknown / unset: ', i.Valuation) END AS ValuationName, CASE i.ProcurementType WHEN N'B' THEN N'Buy to Stock' WHEN N'M' THEN N'Make to Stock' WHEN N'C' THEN N'Buy to Order' WHEN N'N' THEN N'Make to Order' WHEN N'S' THEN N'Subcontract' ELSE CONCAT(N'Unknown / unset: ', i.ProcurementType) END AS ProcurementName, CASE i.InactiveItem WHEN N'N' THEN N'Active' WHEN N'Y' THEN N'Inactive' ELSE N'Unknown / unset' END AS ItemState FROM dbo.SO_SalesOrderDetail l INNER JOIN dbo.SO_SalesOrderHeader h ON h.SalesOrderNo=l.SalesOrderNo INNER JOIN dbo.CI_Item i ON l.ItemType=N'1' AND i.ItemCode=l.ItemCode WHERE h.OrderType IN (N'S',N'B') AND l.SalesOrderNo=:order_no AND l.LineKey=:line_key",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Sage 300",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "ascending",
"id": "D389B707-4A2F-5643-8EAA-D9F4FE890B9E",
"key": "CustomerKey",
"type": "text"
}
],
"id": "A96F0AD5-68C4-5198-8695-427AFEA3F8B7",
"integration": "Sage 100 US",
"mappings": [
{
"commonFieldKey": "",
"key": "ARDivisionNo",
"label": "Internal division",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ARDivisionNo",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerNo",
"label": "Customer code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerNo",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerName",
"label": "Customer",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "AddressLine1",
"label": "Address",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AddressLine1",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "AddressLine2",
"label": "Address (continued)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "AddressLine2",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "City",
"label": "City",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "City",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "State",
"label": "State",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "State",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ZipCode",
"label": "ZIP / postal code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ZipCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CountryCode",
"label": "Country code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CountryCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TelephoneNo",
"label": "Telephone",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TelephoneNo",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "EmailAddress",
"label": "Email",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "EmailAddress",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TermsCode",
"label": "Payment terms code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "TermsCode",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "ShipMethod",
"label": "Default shipping method code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "ShipMethod",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CreditLimit",
"label": "Credit limit — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CreditLimit",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "CurrentBalance",
"label": "Current A/R balance — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CurrentBalance",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "OpenOrderAmt",
"label": "Customer open-order amount — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OpenOrderAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LastPaymentAmt",
"label": "Last payment — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LastPaymentAmt",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "DateLastPayment",
"label": "Last payment date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "DateLastPayment",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "DateLastInvoice",
"label": "Last invoice date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "DateLastInvoice",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerDiscountRate",
"label": "Customer discount rate (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerDiscountRate",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerKey",
"label": "Internal division / customer key",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerStatusName",
"label": "Customer status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerStatusName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CreditHoldName",
"label": "Credit hold",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CreditHoldName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 2000,
"name": "Customer dossier",
"primaryKey": "CustomerKey",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "ARDivisionNo",
"id": "90F359A1-32F9-5F9A-A4A3-0A1F1077F17B",
"name": "division",
"source": "parentField",
"type": "text"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "CustomerNo",
"id": "4F72E60A-B823-56EB-853A-1EE3A00E81A5",
"name": "customer",
"source": "parentField",
"type": "text"
}
],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"CustomerNo",
"CustomerName",
"AddressLine1",
"AddressLine2",
"City",
"State",
"ZipCode",
"CountryCode",
"TelephoneNo",
"EmailAddress",
"TermsCode",
"ShipMethod",
"CustomerStatusName",
"CreditHoldName"
],
"sourceID": "3409A3F7-DB4C-56EC-92EE-02584C8D0DC4",
"sqlQuery": "SELECT c.ARDivisionNo, c.CustomerNo, c.CustomerName, c.AddressLine1, c.AddressLine2, c.City, c.State, c.ZipCode, c.CountryCode, c.TelephoneNo, c.EmailAddress, c.TermsCode, c.ShipMethod, c.CreditLimit, c.CurrentBalance, c.OpenOrderAmt, c.LastPaymentAmt, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastPayment, 112))),8) ELSE NULL END,112) AS DateLastPayment, TRY_CONVERT(date, CASE WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))))=8 AND LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))) NOT LIKE '%[^0-9]%' THEN LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))) WHEN LEN(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))))>9 AND LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),8) NOT LIKE '%[^0-9]%' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),9,1)='.' AND SUBSTRING(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),10,31) NOT LIKE '%[^0]%' THEN LEFT(LTRIM(RTRIM(CONVERT(varchar(40), c.DateLastInvoice, 112))),8) ELSE NULL END,112) AS DateLastInvoice, c.CustomerDiscountRate, CONCAT(DATALENGTH(c.ARDivisionNo),N':',c.ARDivisionNo,c.CustomerNo) AS CustomerKey, CASE c.CustomerStatus WHEN N'A' THEN N'Active' WHEN N'I' THEN N'Inactive' WHEN N'T' THEN N'Temporary' ELSE CONCAT(N'Unknown / unset: ', c.CustomerStatus) END AS CustomerStatusName, CASE c.CreditHold WHEN N'N' THEN N'No' WHEN N'Y' THEN N'Yes' ELSE N'Unknown / unset' END AS CreditHoldName FROM dbo.AR_Customer c WHERE c.ARDivisionNo=:division AND c.CustomerNo=:customer",
"tableName": ""
}
],
"pages": [
{
"actions": [
{
"id": "8FCA96C8-BC05-5F5E-ABCB-878D6F4C5B4E",
"kind": "showRelated",
"relatedInitiallyExpanded": false,
"relatedPresentation": "separate",
"relatedPreviewLimit": 12,
"relatedRowStyle": "cards",
"relatedShowsCount": true,
"relationID": "3193CD28-D45E-5A93-9D4F-25B59580E3BB",
"systemImage": "list.bullet.rectangle",
"targetDatasetID": "EEEB175D-F406-5BA2-BC3E-8DD45E321851",
"title": "Order lines",
"urlKey": ""
},
{
"id": "0E2CDD1C-7070-57D6-8D75-4DDF0FB78F24",
"kind": "showRelated",
"relatedInitiallyExpanded": false,
"relatedPresentation": "separate",
"relatedPreviewLimit": 12,
"relatedRowStyle": "cards",
"relatedShowsCount": true,
"relationID": "F51E5D86-5F4C-5306-A917-B7DD945B7982",
"systemImage": "list.bullet.rectangle",
"targetDatasetID": "A96F0AD5-68C4-5198-8695-427AFEA3F8B7",
"title": "Customer dossier",
"urlKey": ""
}
],
"badgeKey": "OrderState",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "OrderDate",
"label": "Order date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "ShipExpireDate",
"label": "Planned shipping date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "ShipToCity",
"label": "Delivery city",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "CustomerPONo",
"label": "Customer purchase order",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "OrderTypeName",
"label": "Order type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "OrderTotal",
"label": "Order total (calc.)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "C358BAE8-A228-5078-948E-B933147BE777",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "SalesOrderNo",
"label": "Order number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "OrderDate",
"label": "Order date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ShipExpireDate",
"label": "Planned shipping date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CustomerNo",
"label": "Customer code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "BillToName",
"label": "Bill to",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ShipToName",
"label": "Ship to",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ShipToCity",
"label": "Delivery city",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ShipVia",
"label": "Ship via code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CustomerPONo",
"label": "Customer purchase order",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "WarehouseCode",
"label": "Warehouse code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "TermsCode",
"label": "Payment terms code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "Comment",
"label": "Order note",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "DiscountAmt",
"label": "Order discount — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "TaxableAmt",
"label": "Taxable merchandise — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "NonTaxableAmt",
"label": "Nontaxable merchandise — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "SalesTaxAmt",
"label": "Order sales tax — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "FreightAmt",
"label": "Freight — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "DepositAmt",
"label": "Deposit — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CustomerName",
"label": "Customer",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "OrderTypeName",
"label": "Order type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "OrderState",
"label": "Order status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "OrderTotal",
"label": "Order total (calculated) — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "NetOrder",
"label": "Net order (calculated) — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"icon": "cart",
"id": "72328E50-1B65-5DD2-BF02-15F85F1F6531",
"openFilters": [
{
"datePeriodOptions": [
"today",
"currentMonth",
"last7Days",
"last30Days",
"last90Days"
],
"id": "D1115789-ACA1-5F55-A8A3-D7E9683552E9",
"includeAllOption": false,
"key": "OrderDate",
"title": "Order period",
"type": "date"
}
],
"pageSize": 100,
"requiresOpeningFilterSelection": true,
"showOnHome": true,
"sortRules": [
{
"direction": "descending",
"id": "06F66C5F-BEE4-553C-95FB-23A18095B576",
"key": "OrderDate",
"type": "date"
},
{
"direction": "ascending",
"id": "29365062-51AB-5E15-918A-DD967D52AA78",
"key": "SalesOrderNo",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "SalesOrderNo",
"systemImage": "doc.text",
"title": "Sales orders",
"titleKey": "CustomerName"
},
{
"actions": [
{
"id": "8C8381EF-9EA9-54F7-8ECD-59877CE18CCD",
"kind": "showRelated",
"relatedInitiallyExpanded": false,
"relatedPresentation": "separate",
"relatedPreviewLimit": 12,
"relatedRowStyle": "cards",
"relatedShowsCount": true,
"relationID": "18F0BF6A-42A4-5257-BEDB-11B887384BBF",
"systemImage": "list.bullet.rectangle",
"targetDatasetID": "D27437EA-C9A3-5BE2-BA0F-ADB1077CEF86",
"title": "Item dossier",
"urlKey": ""
}
],
"badgeKey": "ItemTypeName",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "UnitOfMeasure",
"label": "Order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "PromiseDate",
"label": "Promised date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "QuantityOrdered",
"label": "Ordered — line unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "QuantityShipped",
"label": "Shipped — line unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "QuantityBackordered",
"label": "Backordered — line unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "ExtensionAmt",
"label": "Line amount — source",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "EEEB175D-F406-5BA2-BC3E-8DD45E321851",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "SalesOrderNo",
"label": "Order number",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ItemCode",
"label": "Item code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ItemCodeDesc",
"label": "Item / line",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "WarehouseCode",
"label": "Warehouse code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "UnitOfMeasure",
"label": "Order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "PromiseDate",
"label": "Promised date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CommentText",
"label": "Line note",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "QuantityOrdered",
"label": "Ordered — order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "QuantityShipped",
"label": "Shipped — native order-line quantity",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "QuantityBackordered",
"label": "Backordered — order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "UnitPrice",
"label": "Unit price — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "ExtensionAmt",
"label": "Native line amount — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "UnitOfMeasureConvFactor",
"label": "Stock units per order unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "LineDiscountPercent",
"label": "Line discount (%) — already reflected by Sage",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ItemTypeName",
"label": "Line type",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ProductAvailability",
"label": "Inventory item dossier",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"icon": "doc.text",
"id": "4DD1A351-8834-5908-BCAE-58DEC94439E6",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "ascending",
"id": "3A0EDC00-081B-5F18-8D99-9CAF0BC87A18",
"key": "LineSeqNo",
"type": "text"
},
{
"direction": "ascending",
"id": "A4475508-CEF0-5218-876C-9A7357D5E6E1",
"key": "LineIdentity",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "ItemCode",
"systemImage": "doc.text",
"title": "Order lines",
"titleKey": "ItemCodeDesc"
},
{
"actions": [],
"badgeKey": "",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "ProductLine",
"label": "Product line",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "StandardUnitOfMeasure",
"label": "Stock unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "TotalQuantityOnHand",
"label": "On hand — all warehouses",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "StandardUnitPrice",
"label": "Reference price — source",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "D27437EA-C9A3-5BE2-BA0F-ADB1077CEF86",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ItemCode",
"label": "Item code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ItemCodeDesc",
"label": "Item / line",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ProductLine",
"label": "Product line",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "DefaultWarehouseCode",
"label": "Default warehouse code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "StandardUnitOfMeasure",
"label": "Stock unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "TotalQuantityOnHand",
"label": "On hand — all warehouses",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "StandardUnitPrice",
"label": "Standard price — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "StandardUnitCost",
"label": "Standard cost — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "AverageUnitCost",
"label": "Average cost — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "LastTotalUnitCost",
"label": "Last total cost — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "SalesUnitOfMeasure",
"label": "Sales unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "SalesUMConvFctr",
"label": "Stock units per sales unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "PurchaseUnitOfMeasure",
"label": "Purchase unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Quantities and units",
"detailRole": "information",
"isVisible": true,
"key": "PurchaseUMConvFctr",
"label": "Stock units per purchase unit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "UPCEAN",
"label": "UPC / EAN",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "LastSoldDate",
"label": "Item last sold",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "LastReceiptDate",
"label": "Item last received",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ValuationName",
"label": "Valuation",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ProcurementName",
"label": "Procurement",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ItemState",
"label": "Item status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"icon": "doc.text",
"id": "69ADC102-EDFC-50E2-BB95-A8852021A310",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "ascending",
"id": "A4475508-CEF0-5218-876C-9A7357D5E6E1",
"key": "LineIdentity",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "ItemCode",
"systemImage": "doc.text",
"title": "Item dossier",
"titleKey": "ItemCodeDesc"
},
{
"actions": [],
"badgeKey": "CustomerStatusName",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "City",
"label": "City",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "TelephoneNo",
"label": "Telephone",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "CreditLimit",
"label": "Credit limit — source",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "CurrentBalance",
"label": "A/R balance — source",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "A96F0AD5-68C4-5198-8695-427AFEA3F8B7",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CustomerNo",
"label": "Customer code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CustomerName",
"label": "Customer",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "AddressLine1",
"label": "Address",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "AddressLine2",
"label": "Address (continued)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "City",
"label": "City",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "State",
"label": "State",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ZipCode",
"label": "ZIP / postal code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CountryCode",
"label": "Country code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "TelephoneNo",
"label": "Telephone",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "EmailAddress",
"label": "Email",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "TermsCode",
"label": "Payment terms code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "ShipMethod",
"label": "Default shipping method code",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "CreditLimit",
"label": "Credit limit — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "CurrentBalance",
"label": "Current A/R balance — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "OpenOrderAmt",
"label": "Customer open-order amount — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Values — source currency",
"detailRole": "information",
"isVisible": true,
"key": "LastPaymentAmt",
"label": "Last payment — source currency",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "DateLastPayment",
"label": "Last payment date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "DateLastInvoice",
"label": "Last invoice date",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CustomerDiscountRate",
"label": "Customer discount rate (%)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CustomerStatusName",
"label": "Customer status",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Order and context",
"detailRole": "information",
"isVisible": true,
"key": "CreditHoldName",
"label": "Credit hold",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"icon": "doc.text",
"id": "6E6DCD02-34C1-501C-A040-D7CC1493B747",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "ascending",
"id": "D389B707-4A2F-5643-8EAA-D9F4FE890B9E",
"key": "CustomerKey",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "CustomerNo",
"systemImage": "doc.text",
"title": "Customer dossier",
"titleKey": "CustomerName"
}
],
"relations": [
{
"childDatasetID": "EEEB175D-F406-5BA2-BC3E-8DD45E321851",
"childKey": "SalesOrderNo",
"id": "3193CD28-D45E-5A93-9D4F-25B59580E3BB",
"name": "Order lines",
"parentDatasetID": "C358BAE8-A228-5078-948E-B933147BE777",
"parentKey": "SalesOrderNo"
},
{
"childDatasetID": "D27437EA-C9A3-5BE2-BA0F-ADB1077CEF86",
"childKey": "LineIdentity",
"id": "18F0BF6A-42A4-5257-BEDB-11B887384BBF",
"name": "Item dossier",
"parentDatasetID": "EEEB175D-F406-5BA2-BC3E-8DD45E321851",
"parentKey": "LineIdentity"
},
{
"childDatasetID": "A96F0AD5-68C4-5198-8695-427AFEA3F8B7",
"childKey": "CustomerKey",
"id": "F51E5D86-5F4C-5306-A917-B7DD945B7982",
"name": "Customer dossier",
"parentDatasetID": "C358BAE8-A228-5078-948E-B933147BE777",
"parentKey": "CustomerKey"
}
],
"widgets": []
}
},
"format": "cifru-configuration-package",
"formatVersion": 1,
"manifest": {
"applicationName": "Sage 100 US — SQL Server",
"configurationLanguages": [
"en"
],
"countries": [
"US"
],
"createdAt": "2026-10-07T00:00:00Z",
"description": "NOT VALIDATED ON A REAL ERP INSTALLATION. Unofficial configuration based on official Sage 100 US 2026 file layouts, functional help, synthetic tests and native Cifru DEMO captures. Run the read/compatibility test at import and check schema, dates, results, source currency, permissions and query performance before business use.\n\nFor sales teams, dispatch staff and managers: choose an order-date period before reading. See standard sales orders and backorders, customer, delivery destination, status, customer PO and calculated order/net-order values. Open order Details for shipping, payment terms, stored taxable/nontaxable amounts, tax, freight, discount and deposit. Open Order lines for the native ordered/shipped/backordered quantities, order UOM and stock-unit factor, price, native line amount, line discount, promised date and notes. Regular inventory lines can open their Item dossier; the order can open its Customer dossier with contacts, status, credit hold, credit limit, current A/R balance and last payment/invoice dates. These are useful operational dossiers, not a list of technical IDs.\n\nWhy Cifru? Adapt configurations to the way you work. Choose the fields, filters and details you need, and bring information to your phone that may not be available in your business software’s own mobile app. Available options depend on the data exposed by your authorized source and your Cifru plan.\n\nPro: one source, four lists, three related buttons and parameterized read-only SQL. Reads happen on demand, at most 2,000 rows each, without scheduled refresh. Narrow the opening period if the limit is reached; search covers only loaded rows. This row limit does not guarantee inexpensive scans. Quotes, prospect quotes, master and repeating orders are deliberately excluded. Retained closed/hold standard/backorders remain visible; cleared history is not recovered. Child lists are fetched only when opened. Customer identity includes AR division + customer number; line identity includes order + line key. Missing customer/item masters do not silently remove orders/lines. Special, charge, comment and miscellaneous lines remain visible, but are not falsely linked to an inventory item just because a code happens to match.\n\nCalculated Order total = native taxable + nontaxable merchandise + sales tax + freight − order discount. Calculated Net order = Order total − deposit. These follow Sage functional help and are not stored total columns, invoice totals, overdue receivables or customer balances. NULL monetary components stay NULL, not zero. The native line extension is not recalculated and line discounts are not subtracted a second time. Line TaxAmt is corporate-card metadata and is intentionally not advertised as complete line tax. Shipped is the native order-line quantity, not an invented cumulative delivery/invoice measure. No calculated available stock, remainder, margin, aging or cross-company/currency total. Verify the company/source currency and any multicurrency extension; no USD code is assumed. Current balances are current master values, not balances as of the opening period. Standard item prices are reference prices, not customer quotations; item costs and customer balances require authorized SELECT access. Display filters are not database access control. Public DEMO images contain fictional data only.\n\nTarget: Sage 100 US 2026 (formerly Premium) on SQL Server 2012+ / compatibility level 110+, company schema dbo, Sales Order, Accounts Receivable and Inventory Management modules. Not Sage 100 France, Contractor or ProvideX. DATE-class fields are defensively normalized from native SQL dates or YYYYMMDD with optional zero decimal suffix. Unsupported/corrupt dates become NULL; corrupt order dates are excluded from the period. Physical SQL types, constraints, collation, module customizations and ERP installation behavior are not certified by FLOR or SQLite tests. Credentials, servers and business rows are absent from the package. Dictionary: https://help-sage100.na.sage.com/2026/FLOR/index.htm Functional help: https://help-sage100.na.sage.com/2026/Subsystems/SO/SOMainFields/Sales_Order_Entry_-_Fields.htm",
"licenseCode": "Cifru-Community-1.0",
"minimumCifruVersion": "1.1.0",
"minimumPlan": "pro",
"packageID": "C312E201-F463-589D-AF13-5B9F829AF848",
"rootButtonCount": 1,
"summary": "Order period, shipping and amounts; native lines, units, item and customer dossiers.",
"tags": [
"Sage 100 US",
"SQL Server",
"Sales orders",
"Customers",
"Inventory",
"Pro"
],
"title": "Sales orders and full dossiers — Pro"
}
}