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Invoice/Sale/Credit/Estimate List CDV

By |2021-08-30T09:20:22-05:00February 26th, 2021|Comments Off on Invoice/Sale/Credit/Estimate List CDV
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Type: Custom Data View

Reports Included: No

Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years.

Drill Down: Yes, opens transaction (Tran Type)

 

Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View are outlined below:

Column Name Form Field Notes
Cust:Job Name Invoice/Sale/Credit/Estimate Associated Transaction Customer:Job Name
Tran No Invoice/Sale/Credit/Estimate Transaction Header Number
Tran Date Invoice/Sale/Credit/Estimate Transaction Header Date
Tran Type Invoice/Sale/Credit/Estimate Transaction Header Type
Tran Status Invoice/Sale/Credit/Estimate Status
Tran Subtotal Invoice/Sale/Credit/Estimate Subtotal
Tran Tax Invoice/Sale/Credit/Estimate Tax Total
TranUseTax Invoice/Sale/Credit/Estimate Use Tax Total
Tran Total Invoice/Sale/Credit/Estimate Total
TranBalance Invoice/Sale/Credit/Estimate Amount Due
Date Paid Invoice/Sale/Credit/Estimate Calculated Field This is the date the last payment was applied making the Invoice or Credit Memo balance zero.
TranLaborCost Timesheets Calculated Field Sum of line item cost or item’s labor cost for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
TSLaborCost Timesheets Calculated Field Sum of timesheet hours times hourly rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Labor Burden Company Preferences & Timesheets Calculated Field
Total Labor Timesheets Calculated Field Sum of TSLaborCost plus Labor Burden
SA Discounts Invoice/Sale/Credit/Estimate Calculated Field Sum of all discount type line items which as Service Agreement Discount types within the transaction
Total Discounts Invoice/Sale/Credit/Estimate Calculated Field Sum of all discount type line items within the transaction
TranPartCost Invoice/Sale/Credit/Estimate Calculated Field Sum of transaction cost for all items that are not service items marked as Used for Labor Only plus TranUseTax.
TranTotalCost Invoice/Sale/Credit/Estimate Calculated Field Sum of TranTotalCost plus Total Labor Burden
GrossProfit Invoice/Sale/Credit/Estimate Calculated Field Difference Tran Total minus TranTotalCost
PercGP Invoice/Sale/Credit/Estimate Calculated Field Results of TranTotalCost divided by % of Tran Total
Internal Memo Invoice/Sale/Credit/Estimate Internal Memo
Tran Department Display Invoice/Sale/Credit/Estimate Transaction Header Associated Department Display
Tran Department Name Invoice/Sale/Credit/Estimate Transaction Header Department Name
Tran Department Alias Invoice/Sale/Credit/Estimate Transaction Header Associated Department Alias
Tran User Created Invoice/Sale/Credit/Estimate Security Label
Tran Date Created Invoice/Sale/Credit/Estimate Security Label
Tran User Revised Invoice/Sale/Credit/Estimate Security Label
Tran Date Revised Invoice/Sale/Credit/Estimate Security Label
From Mobile? Invoice/Sale/Credit/Estimate ***** Yes if created in the Aptora Mobile II application.  No if created in the desktop application.  No includes migrated transactions.
Cust:Job Display Name Invoice/Sale/Credit/Estimate Associated Transaction Customer:Job Full Name
Tran Bill To Line 1 Invoice/Sale/Credit/Estimate Bill To Line 1
Tran Bill To Attn Invoice/Sale/Credit/Estimate Bill To Attn
Tran Bill To Address Invoice/Sale/Credit/Estimate Bill To Address
Tran Bill To Address2 Invoice/Sale/Credit/Estimate Bill To Address2
Tran Bill To City Invoice/Sale/Credit/Estimate Bill To City
Tran Bill To State Invoice/Sale/Credit/Estimate Bill To State/Province
Tran Bill To Zip Invoice/Sale/Credit/Estimate Bill To Zip/Postal Code
Tran Bill To County Invoice/Sale/Credit/Estimate Bill To County
Tran Work Line 1 Invoice/Sale/Credit/Estimate Work Address Line 1
Tran Work Attn Invoice/Sale/Credit/Estimate Work Address Attn
Tran Work Address Invoice/Sale/Credit/Estimate Work Address
Tran Work Address2 Invoice/Sale/Credit/Estimate Work Address2
Tran Work City Invoice/Sale/Credit/Estimate Work Address City
Tran Work State Invoice/Sale/Credit/Estimate Work Address State/Province
Tran Work Zip Invoice/Sale/Credit/Estimate Work Address Zip/Postal
Tran Work County Invoice/Sale/Credit/Estimate Work Address County
AR Account Invoice/Sale/Credit/Estimate Invoice/Credit Accounts Receivable COA Affected
Account Number Customer:Job Payment Tab Account Number
Sales Rep Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep Name
Sales Rep Alias Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep Alias
Sales Rep First Name Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep First Name
Sales Rep Last Name Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep Last Name
TranID Invoice/Sale/Credit/Estimate Table ID of Transaction
CustID Invoice/Sale/Credit/Estimate Table ID of Customer:Job
Generated Date Custom Data Viewer **** Date the CDV data was generated
Generated Time Custom Data Viewer **** Time the CDV data was generated

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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