Tableau Connector for Sage Intacct

Build 25.0.9434

データモデル

CData Tableau Connector for Sage Intacct はSage Intacct データを使いやすいSQL データベースとしてモデル化します。

connector のデータモデルは動的です。これは、connector を使用して接続すると、新しいテーブルの追加、新しいカラムの追加、カラムのデータ型の変更など、 Sage Intacct UIで行ったあらゆる変更が自動的にconnector のスキーマに含まれることを意味します。

connector が、Sage Intacct のデータを公開する方法について、詳しくはカスタムフィールドおよびアイテム集計 を参照してください。

テーブル

テーブル セクションには標準SQL テーブルの詳細が、ビュー セクションには読み取り専用SQL テーブルの一覧が記載されています。これらには、Sage Intacct アカウントでのアクセスを想定したサンプルが含まれています。

一般的なテーブルには以下のものが含まれます。

テーブル 説明
GLAccount Maintains data for General Ledger (GL) accounts, including account codes, descriptions, types, balances, and configurations.Central for financial reporting and account structure management.
APBill Stores accounts payable bill data, including vendor details, bill amounts, due dates, payment statuses, and associated transactions.Useful for tracking outstanding liabilities and managing vendor payments.
ARInvoice Contains accounts receivable invoice data, offering details on customer transactions, invoice amounts, due dates, payment statuses, and associated items.Essential for managing receivables and tracking customer payments.
Vendor Provides detailed vendor information, such as contact details, payment terms, tax information, and transaction history.Critical for supplier management and accounts payable processes.
Customer Stores comprehensive customer data, including contact details, account information, credit limits, and transaction history.Supports customer relationship management and reporting.
Employee Stores employee information, including personal details, employment status, and roles within the organization.
Journal Journal data, including transactional records, journal entries, and related accounting information.
GLBatch Provides data for General Ledger (GL) batches, including batch details and associated metadata.
APPymt Accounts payable payments, including vendor details, payment amounts, and transaction statuses.
ARPayment AR payment report data, including payment transactions, statuses, and associated metadata.
Item Item data, including product details, pricing, and tax information for inventory and sales.
Location Location data, including site information, contact details, and location-specific configurations.
Department Information about organizational departments, including their hierarchy, supervisor, and associated attributes.
Class Information about classification objects, including hierarchy, status, and metadata details.
Project Projects managed by the organization, including project IDs, names, statuses, and associated resources.
Task Task-related data, including project and customer information, task status, and budget/actual quantities.
Timesheet Timesheet data, including employee information, time entries, and associated costs.
Dimensions Lists all standard dimensions and user-defined dimensions (UDDs) in a company along with integration information about the objects.
APTerm AP terms data, including due dates, discounts, penalties, and term-specific details.
Track Information about track items, including their creation, updates, and associated attributes.

ストアドプロシージャ

ストアドプロシージャ は、SQLクエリを介して呼び出されるスクリプトです。標準のCRUD 操作を超えたタスクを実行し、Sage Intacct レポートをテーブルとして表示したり、ベンダーを承認したり、添付ファイルを作成したりできます。

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Build 25.0.9434