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Main Finance views

Views have been created by the Synergetic development team to make querying the database an easier process. These views are either from the:

Additional data is sometimes also retrieved from the main Synergetic schema to complement the Finance data.

Users will need to have security permission to the finance schema in the Synergetic database.

View name

Description

Base tables used

vAssets

Use this view to obtain listings of assets that exist within Asset Register Maintenance.

For example, you could get a listing of all assets of a certain asset type:

SELECT * FROM vAssets

WHERE AssetTypeCode = 'Car'

  • Assets
  • AssetDefinitions
  • Community
  • Addresses
  • FinanceConfig
  • tGeneralLedger
  • luAssetCategory
  • Creditors

vAssetDepreciation

Use this view to obtain:

  • a list of assets for a depreciation posting
  • the amount that they depreciated by.
  • vAssets
  • AssetDepreciation
  • GeneralLedger
    PostingControl

vBankReconciliation

Use this view to list all unreconciled cheques that have not been cancelled.

The Bank Reconciliation Crystal Report for example, uses this view by:

  • getting the GeneralLedgerReportingMonthEndDate, defined in Finance Configuration Maintenance
  • including any cheques or payments that have not yet been reconciled or cancelled before that date.
  • BankingConfig
  • GeneralLedger
    BankTransactions
  • GeneralLedger
  • FinanceConfig
  • GeneralLedger
    Journals
  • GeneralLedger
    PostingControl

vCashReceiptsEntry

Use this view to list all receipts that have been processed. The view includes:

  • payment type
  • origin
  • amount.
  • GeneralLedger
    Journals
  • GeneralLedger
  • luGeneralLedger
    RcptAllocations
  • Receipts
  • Community
  • Addresses
  • GeneralLedger
    PostingControl
  • EnrolmentDeposits
  • EnrolmentDeposit
    Definitions
  • DonorReceipts
  • luFund
  • luAppeal
  • Assets
  • DebtorTransactions
  • Debtors

vCreditorInvoiceEntry

Use this view to list all invoices that have been entered through Creditor Invoice Entry.

  • CreditorTransactions
  • FinanceConfig
  • Creditors
  • Community
  • GeneralLedger
    Journals
  • GeneralLedger
  • GeneralLedger
    PostingControl
  • Assets
  • EnrolmentDeposits
  • Addresses
  • EnrolmentRepair
    Repayments
  • AssetDefinitions

vCreditorInvoices

Use this view to list all creditor invoices.

  • CreditorTransactions
  • Creditors
  • Community
  • Addresses
  • GeneralLedger
    PostingControl

vCreditors

Use this view to list all current creditors and relevant information about them.

This information comes straight from the base table so whatever is in Creditor Maintenance will appear in a listing with this view.

  • Creditors
  • luCreditorSupplier
    Category
  • Community
  • Addresses
  • luCountry

vCreditorsAll

Use this view to list all creditors and the relevant information about them, including inactive creditors.

  • Creditors
  • luCreditorSupplier
    Category
  • Community
  • Addresses
  • luCountry

vCreditorTransactions

Use this view to list all creditor invoices and payments. That is, transactions.

  • CreditorTransactions
  • FinanceConfig
  • Community
  • Creditors
  • Addresses
  • GeneralLedger
  • GeneralLedger
    Journals
  • GeneralLedger
    PostingControl
  • GeneralLedger
    CostCentres

vDebtorActive
Arrangements

Use this view to view active debtor arrangements. Includes:

  • arrangements that are not yet complete
  • the oldest outstanding transaction date
  • all of the information from vDebtors, covered below.
  • vDebtors
  • DebtorArrangements
  • luDebtorArrangement

vDebtorInstalments
Students

Use this view to summarise debtor instalments. Includes:

  • debtor information
  • fee code
  • total amount due or paid
  • instalment setup details.
  • DebtorInstalments
  • DebtorFees
  • Community
  • Addresses
  • Debtors
  • DebtorPayment
    Methods

vDebtors

Use this view to list active debtor contact information, including:

  • spouse contact details
  • previous payment summary
  • current balances.
  • Debtors
  • Community
  • Addresses
  • DebtorSubLedgers
  • CommunityAddressLinks
  • FinanceConfig

vDebtorsAll

Use this view to list the contact information of all debtors, including inactive debtors. Contact information includes:

  • spouse contact details
  • previous payment summary
  • current balances.
  • Debtors
  • Community
  • Addresses
  • DebtorSubLedgers
  • CommunityAddressLinks
  • FinanceConfig

vDebtorStudent
Concessions

Use this view to list all student concessions that are currently listed for the student and their related debtor.

All data from the Concessions tab of Current Student Maintenance is included in the view. See Current Student Maintenance - Concessions tab in the Current students manual.

  • DebtorFees
  • DebtorStudent
    Concessions
  • vStudents

vDebtorTransaction
Address

Use this view to list all debtor charges and receipts.

  • Debtors
  • DebtorTransactions
  • Community
  • Addresses
  • DebtorFees
  • GeneralLedger
    PostingControl
  • DebtorStatement
    Control

vEnrolmentDeposits

Use this view to list all current enrolment deposits, along with:

  • student information
  • contact or payee information.
  • EnrolmentDeposits
  • EnrolmentDeposit
    Definitions
  • PastStudents
  • Students
  • FutureStudents
  • StudentSemester
  • Community
  • Addresses
  • luCampus
  • luTax

vFinanceReport

Use this view to get a hard-copy of any of your finance reports.

For example, the G/L Finance Report Structure report primarily uses this view.

  • GeneralLedger
    FinanceReports
  • GeneralLedger
    FinanceReportLinks
  • luGeneralLedger
    FinanceReport
  • GeneralLedger

vGeneralLedgerJnl
BudgetTotal

Use this view to list all account budgets against actual expenses.

  • GeneralLedger
  • GeneralLedger
    MonthlyBudgets
  • GeneralLedger
    Journals

vGeneralLedgerJournals

Use this view to list all journals that have been posted to the general ledger from any of the finance modules within Synergetic.

  • GeneralLedger
  • GeneralLedger
    Journals
  • GeneralLedger
    PostingControl
  • GeneralLedger
    CostCentres
  • Community
  • Addresses

vGLMonthlyMovementIn
Columns

Use this view to get total expenses for general ledger accounts in each period for the specified general ledger reporting year.

The GLReportingGLYear value can be set on the General tab of Finance Configuration Maintenance. If required, change the G/L Reporting End Date field on the tab.

See Synergetic Financial Configuration - General tab in the Finance manual.

  • GeneralLedger
  • FinanceConfig
  • GeneralLedger
    Journals
  • GeneralLedger
    MonthlyBudgets

vGLMonthlyMovementIn
ColumnsAllYears

Use this view to get total expenses for general ledger accounts in each period for each general ledger reporting year.

The GLReportingGLYear value can be set on the General tab of Finance Configuration Maintenance. If required, change the G/L Reporting End Date field on the tab.

See Synergetic Financial Configuration - General tab in the Finance manual.

  • GeneralLedger
  • FinanceConfig
  • GeneralLedger
    CostCentres
  • GeneralLedger
    ChartOfAccounts
  • GeneralLedger
    Divisions

vGLMonthlyMovementIn
ColumnsAllYearsAllBudgets

Use this view to get:

  • total expenses for general ledger accounts in each period for each general ledger reporting year
  • budget information for each general ledger reporting year.

The GLReportingGLYear value can be set on the General tab of Finance Configuration Maintenance. If required, change the G/L Reporting End Date field on the tab.

See Synergetic Financial Configuration - General tab in the Finance manual.

  • GeneralLedger
  • FinanceConfig
  • GeneralLedger
    CostCentres
  • GeneralLedger
    ChartOfAccounts
  • GeneralLedger
    Divisions

vGLReportingMonth
Summary

Use this view to show the following details for your general ledger accounts:

  • opening balance
  • year-to-date
  • current and full year expense figures
  • current and full year budget figures.
  • GeneralLedger
  • FinanceConfig
  • GeneralLedger
    CostCentres

vItemSales

Use this view to list every sale made and the person or general ledger code that the item went to.

  • ItemSales
  • ItemSalePayment
  • SalesPayment
    Methods
  • Staff
  • luItemCategory
  • BusinessUnits
  • Students
  • ItemSaleDetails
  • Community
  • Items
  • vDebtors
  • GeneralLedger
    PostingControl
  • FutureStudents
  • Community
  • Addresses
  • FinanceConfig
  • ConfigUsers
  • StudentYears
  • GeneralLedger
  • GeneralLedger
    CostCentres

vItemStock

Use this view to list all active items and the amount of stock on hand at each business unit.

  • Items
  • ItemStock
  • CreditorTransactions
  • Creditors
  • GeneralLedger
    PostingControl
  • Community
  • Addresses
  • luItemCategory
  • BusinessUnits

vItemStockAll

Use this view to list all items, including inactive items, and the amount of stock on hand at each business unit.

  • Items
  • ItemStock
  • CreditorTransactions
  • Creditors
  • GeneralLedger
    PostingControl
  • Community
  • Addresses
  • luItemCategory
  • BusinessUnits

vPayrollEmployeePay
Details

Use this view to get pay details by line, for each employee’s pay for a given pay posting.

  • PayrollEmployee
    PayDetails
  • PayrollEmployees
  • PayrollPayGroups
  • PayrollCode
    Definitions
  • GeneralLedger
    PostingControl
  • luPayroll
    SuperannuationFund
  • Community
  • luPayroll
    SuperannuationList
  • Addresses
  • FinanceConfig
  • luPayrollPay
    Frequency
  • refPayrollPayCode
    Type

vPayrollEmployeePay
DetailTots

Use this view to get totals for each PayCode by posting number.

This view is:

  • useful for analysing an overall pay run
  • not useful for individual employee totals
  • used for the totals in the Payroll Journal Listing report.
  • PayrollEmployee
    PayDetails
  • PayrollCode
    Definitions

vPayrollEmployees

Use this view to extract all payroll employee information. It:

  • includes the year-to-date pay figure
  • includes the total pay figure
  • does not provide information about each line of pay.

For information about each line of pay, see the vPayrollEmployeePayDetails view, covered earlier.

  • PayrollEmployees
  • Community
  • Addresses
  • PayrollPayGroups
  • luPayrollTaxationRate
  • luPayrollPay
    Frequency
  • PayrollEmployeePays
  • GeneralLedger
    PostingControl
  • luPayrollEmployee
    Status
  • Staff

vPurchaseOrders

Use this view to extract all of the details in Purchase Order Maintenance.

Every purchase detail will return a record in a query from this view.

  • PurchaseOrders
  • GeneralLedger
    AllocationCodes
  • BusinessUnits
  • PurchaseOrder
    Details
  • Community
  • Items
  • Addresses
  • FinanceConfig
  • luDeliveryPoint
  • luPurchaseOrder
    Urgency
  • Staff
  • Creditors

Last modified: 28/04/2017 11:29:57 AM

See Also

Synergetic views

Main Synergetic views

© 2017 Synergetic Management Systems. Published 20 July 2017.

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