Application: Field Sales
Data Model for Application "SLA.Field Sales"
Last updated
Data Model for Application "SLA.Field Sales"
Last updated
Dynamics Mobile provided by Mobile Affairs Ltd. | 1712 Sofia, Bulgaria, Alexander Malinov 51 | sales@dynamicsmobile.com
The document contains information about the entities(tables) used by the Dynamics Mobile Field Sales mobile application. This information can be used by the ERP integrators to properly develop and construct the Synchronization Packets in both directions.
The entities are separated in 2 sections:
Pull entities - entities sent by the ERP to the mobile device ( e.g. master data )
Push entities - entities sent by the mobile app to the ERP - e.g. they must be received and processed by the ERP
Supposed to contain only 1 record. Contains information about the current company. Used mostly for displaying and printing of company related information.
Contains details for the customers. Used in almost any customer related operation.
Supposed to contain 1 record only. Stores the details of the current user and device
Contains information about the product inventory used for Sales (invoicing), and New Delivery.
Contains definitions for every product used across the application.
Contains information about the barcodes and their mappings to specific products.
Contains the history of all customer related transactions - e.g. old invoices
Contains the list of the available payment methods used across the application
Contains list of reasons used during New Return to provide the reason for the goods returning
Contains the rules for sales discounts applied for each Sale ( or order ) line.
Contains the rules for applying unit prices for each line during sale or order creation
Cotnains list of reasons used by the user to provide reasons why specific customer can not be visited and during Route Close.
Contains information about bonus items - e.g. Buy One, Get Four type of product bonuses given during sale or order taking.
Contains information about the unit of measure conversions.
Contains information about the VAT/Taxation applied during sales/order taking
Sent by the mobile app to describe important event. USed by Dynamics Mobile Platform to build reports and analytics about the fleet activities. Can be used by the ERP for reporting purposes.
Sent by the mobile app ,whenever the user registers a payment. It contains the overall information about the payment.
Sent by the mobile app ,whenever the user registers a payment. It may contain 1 or more records where each record describes a payment towards open invoice. This is always combined with one record in PaymentHeader
Sent by the mobile app when the user submits Sales Order , Sale (invoice) , New Delivery. Contains the information about the document being submitted. Usually there is only one record if this type in the Synchronization packet
Sent by the mobile application when the user submits Sales Order ,Sale ( invoice), New Delivery. There might 1 or more records if this type in the Synchronization packet.They are always combined with SalesHeader record in the same Synchronization packet.
Sent by the mobile application when the user submits Sale ( invoice), New Delivery. It describes the inventory being consumed from the mobile app inventory because of a sale. There might 1 or more records if this type in the Synchronization packet.They are always combined with SalesHeader and SalesLines records in the same Synchronization packet. Each record in SalesLineInventory corresponds to a record in SalesLines.
Sync Name
Type
Required
Size
Help
DMS_ROWID
String
guid, may be omitted
Code
String
Yes
20
unique company code
Name
String
Yes
100
name of the company
Address
String
100
address of the company
PhoneNo
String
100
phone number of the company
Fax
String
100
fac number of the company
Country
String
100
country of the company
City
String
100
city of the company
CountryRegionId
String
30
region of the company
County
String
30
county of the company
PrimaryFax
String
30
primary fax of the company
PrimaryPhone
String
30
primary phone number of the company
VATNum
String
30
VAT number of the company
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
No
String
Yes
customer unique number
Name
String
Yes
100
customer name
SearchName
String
200
additional name used for search
Address
String
200
the primary address
City
String
30
the primary city
Country
String
30
the primary country
String
70
customer email
HomePage
String
200
customer primary website
PhoneNo
String
30
customer primary phone number
LocationCode
String
30
customer location code
CreditLimitLCY
Decimal
Yes
credit limit in primary currency
BalanceLCY
Decimal
Yes
balance in primary currency
OverdueAmount
Decimal
Yes
overdue amount in primary currency
Blocked
Boolean
Yes
indicates if the customer is blocked
Longitude
Decimal
primary address longitude
Latitude
Decimal
primary address latitude
CustomerPriceGroup
String
group used for unit price calculation
CustomerDiscGroup
String
group used for line discount calculation
OrgNumber
String
government provided organization number
PaymentMethodCode
String
default payment method
PaymTermId
String
default payment terms
VATBusPostingGroup
String
group used for VAT/Tax calculation
SupplementaryItem
String
group used for bonus product calculation
InvoiceAccount
String
(another) customer number used for invoicing
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
Code
String
Yes
50
unique primary person code
SalespersonCode
String
Yes
50
primary person code
SalespersonName
String
50
primary person name for displaying and printing purposes
SalespersonPhone
String
50
primary person phone number for displaying and printing purposes
SupportPersonName
String
50
support person phone number for displaying and printing purposes
InventSiteId
String
30
inventory site identifier
InventWarehouseId
String
30
inventory warehouse identifier
InventLocationId
String
30
inventory location identifier ( a.k.a. BIN )
LoadSiteId
String
30
site identifier used for inventory load
LoadWarehouseId
String
30
warehouse identifier used for inventory load
LoadLocationId
String
30
location (BIN ) identifier used for inventory load
UnloadSiteId
String
30
site identifier used for inventory unload
UnloadWarehouseId
String
30
warehouse identifier used for inventory unload
UnloadLocationId
String
30
location (BIN) identifier used for inventory unload
DamageSiteId
String
30
site identifier used for damaged inventory
DamageWarehouseId
String
30
warehouse identifier used for damaged inventory
DamageLocationId
String
30
location identifier used for damaged inventory
VehicleNo
String
30
Vehicle license plate
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
ItemId
String
30
product unique code
SumOfAvailPhysical
Decimal
inventory quantity
InventSiteId
String
50
inventory site id
InventWarehouseId
String
50
inventory warehouse id
InventLocationId
String
50
inventory location id (bin)
InventBatchId
String
30
inventory batch id ( lot/expiration)
InventLicensePlate
String
30
inventory license plate
InventSerial
String
50
inventory serial number
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
No
String
Yes
20
product unique identifier
Description
String
Yes
100
product name
BaseUnitId
String
20
inventory unit of measure code
SalesUnitId
String
20
sales unit of measure
VATProdPostingGroup
String
20
group used for VAT/Tax calculation
SuppItemGroupId
String
20
group used for bonus item calculation
UnitPrice
Decimal
default unit price
ItemCategoryCode
String
30
product category
ProductGroupCode
String
30
product group
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
ItemNo
String
Yes
50
unique product identifier
UnitOfMeasureCode
String
Yes
50
unit of measure
CrossReferenceNo
String(unique)
Yes
50
unique barcode
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
RecId
String
30
SalesId
String
30
Invoice
String
30
AccountNum
String
20
DocumentNo
String
20
TransDate
DateTime
DueDate
DateTime
OriginalAmnt
Decimal
OpenAmountCur
Decimal
TotalAmount
Decimal
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
Code
String
Yes
30
unique payment method code
PaymentType
Int32
Yes
Description
String
Yes
50
payment method display name
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
Code
String
Yes
30
unique identifier
Label
String
Yes
50
display name
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
Code
String
20
unique code
SalesCode
String
20
customer number or customer discount group or null
StartingDate
DateTime
the discount is valid after this date
LineDiscountPercent
Decimal
the given discount in percent
SalesType
Int32
minQuantity
Decimal
the discount is valid if bought quantity is more
EndingDate
DateTime
the discount is valid before this date
UnitofMeasureCode
String
20
the discount is valid only if the sale is in this unit of measure
maxQuantity
Decimal
the discount is valid if bought quantity is less
LineDiscountAmount
Decimal
the given discount in amount
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
SRT
Int32
Yes
SRC
String
20
UP
Decimal
Yes
the given unit price in primary currency
SD
DateTime
Yes
the price is valid after this date
ITRC
String
Yes
30
MINQ
Decimal
the price is valid if quantity bought is more
MAXQ
Decimal
the price is valid if quantity bought is less
ED
DateTime
the price is valid before this date
inventLocationId
String
50
UOC
String
Yes
20
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
Description
String
Yes
100
display name
Code
String
Yes
20
unique identifier
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
AccountCode
String
Yes
20
AccountRelation
String
Yes
20
FromDate
DateTime
Yes
the bonus promotion is valid from this date
ToDate
DateTime
Yes
the bonus promotion is valid before this date
ItemCode
String
Yes
50
bought product
ItemRelation
String
Yes
20
MaximumQty
Decimal
Yes
bonus is valid if quantity bought is less or equal
MinimumQty
Decimal
Yes
bonus is valid if quantity bought is more or equal
SuppLimitType
Int32
Yes
MultipleQty
Decimal
Yes
SuppDiscPercent
Decimal
Yes
line discount percent applied to the bonus product
SuppItemOnlyOnce
Int32
Yes
SuppItemFree
Int32
Yes
defines if the bonus item is free or paid
SuppItemId
String
Yes
20
the product identifier of the bonus product
SuppItemOptional
Int32
Yes
0 means that the bonus is optional, 1 means the bonus is required
SuppItemQty
Decimal
Yes
defines the quantity of the bonus product
SuppTaxItemGroup
String
Yes
20
the VAT/Tax group of the bonus product
UnitId
String
Yes
20
the unit of measure of the bonus product
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
ItemNo
String
50
product unique identifier
Code
String
10
unit of measure code ( unique )
Factor
Decimal
conversion factor
Denominator
Decimal
Numerator
Decimal
FromUnitSymbol
String
20
source unit of measure
ToUnitSymbol
String
20
target unit of measure
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
TaxBase
Int32
Yes
BPG
String
Yes
30
PPG
String
Yes
30
VAT
Decimal
Yes
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
CustomerNo
String
10
The number of the customer/outlet
CustomerTitle
String
10
The name of the customer/outlet
Comment
String
100
DocumentNo
String
The unique document number related to the event
IsDistanceValid
Boolean
VisitNo
String
The unique identifier of the related visit
OnDate
DateTime
The date when the event happened
InRoute
Int32
If the event was planned in advance
Distance
Decimal
The distance from the customer/outlet coordinates where the event happened
cLong
Decimal
geo-location longitude
Lat
Decimal
geo-location latitude
Action
CustomerActivity_Action_enum (Int32)
The type of the event
Amount
Decimal
the amount(money) related to the event
Duration
Int32
the duration of the visit.
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
No
String
Yes
30
documentType
PaymentHeader_documentType_enum (Int32)
CustomerNo
String
30
CustomerName
String
30
PaymentType
PaymentHeader_paymentType_enum (Int32)
Amount
Decimal
PaidAmount
Decimal
TotalAmount
Decimal
VisitNo
String
Yes
30
Bank
String
30
AccountName
String
30
checkNumber
String
30
CheckDueDate
String
30
Delay
DateTime
CashDiscountAmount
Decimal
CashFeeAmount
Decimal
ChequeDiscountAmount
Decimal
CurrencyCode
String
30
AmountMainCurrency
Decimal
DateCreated
DateTime
Sync Name
Type
Required
Size
Label
Help
DMS_ROWID
Binary
Id
dateCreated
DateTime
dateCreated
PaymentId
String
paymentId
DocNo
String
20
docNo
TransId
String
50
transId
Amount
Decimal
amount
OriginalAmount
Decimal
originalAmount
VisitNo
String
Yes
visitNo
CustomerNo
String
customerNo
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
No
String(PK)
Yes
20
DocumentType
SalesHeader_documentType_enum (Int32)
Yes
DateCreated
DateTime
Yes
amount
Decimal
Yes
100
vatAmount
Decimal
200
totalAmount
Decimal
200
Reason
String
30
customerNo
String
30
CustomerName
String
200
VisitNo
String
20
DiscountAmount
Decimal
200
DiscountPercent
Decimal
200
ImagePath
String
5000
signature
String
5000
fileName
String
200
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
dateCreated
DateTime
No
String
20
LineNo
Int32 (PK)
DocumentNo
String(PK)
20
Name
String
Yes
100
Quantity
Decimal
UnitOfMeasure
String
10
SuppItemGroupId
String
30
UnitPrice
Decimal
Amount
Decimal
Yes
VatAmount
Decimal
200
LineDiscountPercent
Decimal
LineDiscountAmount
Decimal
VatPercent
Decimal
TotalAmount
Decimal
IsSuppItem
Boolean
SalesUnitFactor
Decimal
IsSuppItemFree
Decimal
SuppDiscPercent
Decimal
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary(PK)
dateCreated
DateTime
No
String
LineNo
Int32
DocumentNo
String
Quantity
Decimal
inventoryWarehouseId
String
inventorySiteId
String
inventLocationId
String
inventoryBatchId
String
inventoryLicensePlate
String
inventSerial
String
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
No
String
30
VisitNo
String
30
SourceInventSiteId
String
30
SourceInventWarehouseId
String
30
InventLocationIdTo
String
30
TargetInventSiteId
String
30
TargetInventWarehouseId
String
30
TargetInventLocationId
String
30
DocumentType
TransferHeader_documentType_enum (Int32)
DateCreated
DateTime
Yes
Sync Name
Type
Required
Size
Help
DMS_ROWID
Binary
dateCreated
DateTime
No
String
LineNo
Int32
DocumentNo
String
Name
String
Yes
100
Quantity
Decimal
UnitOfMeasure
String