Transaction Data Sets

Eclipse export files cannot be changed in format. For each file type, the system retrieves set information for analysis based on the selected transactions and populates the columns accordingly.

Click on the file below for a list of columns included in the export:

• Adjustments

  Product ID, Description, Writer, Branch, Adjustment Date, Quantity, Extended COGS, Adjustment Number, Product Status, Sell Group, User ID, Location, Adjustment Comment

• Accounts Payable

  Pay-To ID, Pay-To Name, Payable ID, Invoice date, Pay On Date Invoice #, A/P Branch Invoice Amount, Deduction Amount, Gross Amount, Discount Amount, Discount Date, Approved Amount, Unapproved Amount, Difference Amount, Purchase Order Number.

• Accounts Receivable (Open)

  Bill-To ID, Bill-To Name, Ship-To ID, Ship-To Name, Invoice Status, Invoice Date, Due Date, Invoice #, Sales Tax, Balance, Price Branch, Sale Branch, Terms Code, Customer P/O #, Release #, Credit Manager, Inside Salesperson, Outside Salesperson, Writer, Sales Source, Bucket, Bucket Code, Days Past Due, Original Amount, Paid Amount, Discount Amount, Discount Date, A/R Doc Type

• Accounts Receivable (Closed)

  Bill-To ID, Bill-To Name, Ship-To ID, Ship-To Name, Invoice Status, Invoice Date, Due Date, Invoice #, Sales Tax, Balance, Price Branch, Sales Branch, Terms Code, Customer P/O #, Release #, Credit Manager, Inside Salesperson, Outside Salesperson, Writer, Sales Source, Bucket, Bucket Code, Days Past Due, Original Amount, Paid Amount, Discount Amount, Discount Date, A/R Doc Type

• Buy Line

  Buy Line, Buy Line Description

• Customer

  Customer ID, Customer Name, Address 1, Address 2, City, State, ZIP, Salesperson, Home Branch, Customer Type, Phone, Fax, Email, Class, Parent Customer ID, Inside Salesperson, Inactive

• EOM Inventory History

  Product ID, Branch, Stock Location Type, EOM Quantity, Extended COGS, Extended COST*, Extended Avg COST*, Product Create Date, Average Dollars, As-Of Date

  *New in Release 9.0.5

• G/L Beginning Balances

  Account Name, Transaction Number, Branch Type, Amount, Account

• G/L Budget Export

  Branch, G/L Account, Desc, Balance/Income, Year, Month, Budget, Subledger

  Note: Supports both year-to-date and historical data.

• G/L Data

  Ship Date, Account Name, Transaction Number, Transaction Description, Branch, Type, Amount, Journal Reference, Vendor, Account, Subledger

• G/L Description

  G/L #, G/L Description, Balance Account, Balance Account Description, Account Type, Account Type Description, Subledger

• G/L Type

  G/L Type, G/L Type Description

• Inventory

  Product ID, Buy Line, Price Line, G/L Type, Product Select Code, Product Commodity Code, Sell Group, Branch, OnHand Quantity, Extended Cost, Extended COGS, As of Date, Status, Type, PIL (project inventory level), DMD/mo (demand per month), 365 Day Sales, 365 Day Hits, Committed

• Matrix Export

  Br Ref, Cust ID, Prod ID, Effective Date, Exp Date, Matrix Type, Diff Matrix ID, Split, Price Date, Best Price, UOM1, Basis 1 Name, Formula 1, Qty 1, UOM 2, Basis 2 Name, Formula 2, Qty 2, UOM 3, Basis 3 Name, Formula 3, Qty 3, UOM 4, Basis 4 Name, Formula 4, Qty 4, UOM 5, Basis 5 Name, Formula 5, Qty 5, Cost Date Ovr, COGS Basis, COGS Formula, Dir COGS Basis, Dir COGS Formula, COMM Basis, COMM Formula, Dir COMM Basis, Dir COMM Formula, Rebate Vendor #, Rebate Vendor Name, Rebate Contract #, Rebate Eff Date, Rebate Exp Date, Dir Rebate Vendor #, Dir Rebate Vendor Name, Dir Rebate Contract #, Dir Rebate Eff Date, Dir Rebate Exp Date, Best Cost, Cust Class, Prod Group, Current, Duplicate

  Note: Supports both year-to-date and historical data. Additionally, the date looks for Matrix Expiry Date.

• Open Orders

  Customer ID, Product ID, Product Description, Outside Salesperson, Inside Salesperson, Writer, Price Branch, Ship Via, Date, Quantity, Extended Price, Extended Cost, Extended COGS, Invoice Number, Product Status, Sell Group, Parent Customer ID, Price Override, Cost Override, Customer P/O, Order Date

• Open Purchase Orders

  Vendor ID, Product ID, Product Description, Writer, Order Branch, Receiving Branch, Ship Via, Receiving Date, Quantity, Extended COGS, P/O Number, Product Status, Parent Vendor ID, Buyer, Buyer Group, Order Number, Extended Weight, Require Date, Order Date

• Order Headers

  Invoice Number, Sales Tax, Freight Billed In, Freight Billed Out, Freight Expensed In, Freight Expensed Out, Manifest #, Line Item Count, Sales Source, Handling Billed In, Handling Billed Out, Handling Expensed In, Handling Expensed Out, Ship-To Customer ID, Outside Salesperson, Inside Salesperson, Writer, Pricing Branch, Shipping Branch, Ship Via, Ship-Date, Bill-To Customer ID, Customer P/O, Item Total

• Price Line

  Price Line, Price Line Description

• Product

  Product ID, Product Description, Product Description2, Buy Line, Price Line, Miscellaneous Code, Status

• Purchasing

  Vendor ID, Product ID, Product Description, Writer, Order Branch, Receiving Branch, Ship Via, Receiving Date, Quantity, Extended COGS, P/O Number, Product Status, Parent Vendor ID, Buyer, Buy Group, Order ID, Extended Weight, Require Date, Order Date

• Quotes

  Customer ID, Product ID, Product Description, Outside Salesperson, Inside Salesperson, Writer, Price Branch, Ship Via, date, Quantity, Extended Price, Extended Cost, Extended COGS, Invoice Number, Product Status, Sell Group, Parent Customer ID, Price Override, Cost Override, Customer P/O, Order Date

• RF Export

  Branch, Date, Time, Action, User ID, Product ID, Quantity, Tote, Order #, Location, Zone, Duration, Audit Dispensary, Put Location, Put Zone, Orig Location, Tag, Cycle Count Flag, Audit Flag, Audit BO Qty, BO Onhand Qty, Order Type, Ship Via

  Note: Supports both year-to-date and historical data.

• Sales

  Customer ID, Product ID, Product Description, Outside Salesperson, Inside Salesperson, Writer, Price Branch, Ship Via, Date, Quantity, Extended Price, Extended Cost, Extended COGS, Invoice Number, Product Status, Sell Group, Parent Customer ID, Price Override, Cost Override, Customer P/O, Order Date

• Sales Budget Export

  Customer_ID, Month/Year, Budget$, GP$

  Note: Supports both year-to-date and historical data.

• Sales Representative

  Code, Name

• Sell Group

  Sell Group, Sell Group Description

• Ship Via

  Product ID, Branch, stock Location Type, EOM Quantity, Extended COGS, Product Create Date, Average Dollars On Hand, As Of Date

• Transfers (Received)

  Ship-From Branch, Product ID, Description, Writer, Receiving, Ship Via, Received Date, Original Quantity, Extended COGS, Transfer #, Product Status

• Transfers (Shipped)

  Ship-To Branch, Product ID, Description, Writer, Shipping Branch, Ship via, Ship Date, Original Quantities, Shipped Quantity, Extended Price, Extended COGS, Transfer #, Product Status

• Vendor

  Vendor ID, Vendor Name, Address1, Address2, City, State, ZIP, Vendor Type, Phone, Fax, Email, Parent Vendor ID

• Warehouse

  Branch, Short Description, Branch Description, Branch City, Branch State, Branch ZIP