Fields for lists

For a catalog of fields you can display for a particular list, select the list name from the table below.

Note: Default fields appear in red.

You can restore defaults by clicking Reset Defaults on the Settings window.

If a field is not listed here, you cannot add it to a list.

ClosedCustomers

Customer ID

Customer Name

Contact

Telephone 1

Type

Balance

Bill to Address 1

Bill to Address 2

Bill to City

Bill to State

Bill to Zip

Bill to Country

Ship to Address 1

Ship to Address 2

Ship to City

Ship to State

Ship to Zip

Ship to Country

Telephone 2

Fax

Email

Account No.

Prospect

Sales Rep

Custom fields 1-5

Last Invoice Date

Last Invoice Amt

Last Payment Date

Last Payment Amt

Avg Days to Pay Invoices

Last Statement Date

Inactive

ClosedQuotes

Customer ID

Period

Date

Quote No.

Amount

Customer/Prospect Name

Bill to Address 1

Bill to Address 2

Bill to City

Bill to State

Bill to Zip

Bill to Country

Ship to Address 1

Ship to Address 2

Ship to City

Ship to State

Ship to Zip

Ship to Country

Good Thru

Drop Ship

Customer PO No.

Ship Via

Sales Rep

Sales Tax Amount

Freight Amount

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedProposals

Customer ID

Period

Date

Proposal No.

Amount

Open?

Customer Name

Bill to Address 1

Bill to Address 2

Bill to City

Bill to State

Bill to Zip

Bill to Country

Ship to Address 1

Ship to Address 2

Ship to City

Ship to State

Ship to Zip

Ship to Country

Complete By:

Accept Proposal

Drop Ship

Customer PO No.

Ship Via

Terms

Sales Rep

Sales Tax Amount

Freight Amount

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedSales Orders

Customer ID

Period

Date

SO No.

Amount

Customer Name

Bill to Address 1

Bill to Address 2

Bill to City

Bill to State

Bill to Zip

Bill to Country

Ship to Address 1

Ship to Address 2

Ship to City

Ship to State

Ship to Zip

Ship to Country

Ship By

Close SO

Drop Ship

Customer PO No.

Ship Via

Sales Rep

Sales Tax Amount

Freight Amount

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedSale Invoices

Customer ID

Invoice No.

Period

Date

Status

Invoice Total

Net Due

Customer Name

Bill to Address 1

Bill to Address 2

Bill to City

Bill to State

Bill to Zip

Bill to Country

Ship to Address 1

Ship to Address 2

Ship to City

Ship to State

Ship to Zip

Ship to Country

Drop Ship

Customer PO No.

Ship Via

Ship Date

Sales Rep

Sales Tax

Freight

Other Applied Credits

Amount Paid at Sale

Credit Status

Recurring

Note

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedReceipts

Customer/Vendor ID

Receipt No.

Period

Date

Reference No.

Receipt Amount

Deposit Ticket ID

Customer/Vendor Name

Address Line 1

Address Line 2

City

State

Zip

Country

Payment Method

Prepayment

Sales Rep

Sales Tax

Sales Tax

Cardholder's name

CC Billing Address Line 1

CC Billing Address Line 2

CC City

CC State

CC Zip

CC Country

Comment

CC Number

CC Expiration Date

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedDeposits

Account ID

Date

Deposit Ticket ID

Amount

ClosedCredit Memos

Customer ID

Credit No.

Period

Date

Status

Net Credit Due

Customer Name

Customer PO No.

Bill to Address Line 1

Bill to Address Line 2

Bill to City

Bill to State

Bill to Zip

Bill to Country

Terms Date Due

Discount Amount

Discount Date

Terms

Sales Rep

Return Authorization

Sales Tax

Freight

Other Applied Receipts

Credit Applied to Invoice

Credit Total

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedSales Taxes

Sales Tax ID

Description

Tax Freight

Total Sales Tax Rate

ClosedSales Tax Agencies

ID

Description

Account

Rates

Tax Payable To

ClosedContacts

ClosedVendors

Vendor ID

Vendor Name

Contact

Telephone 1

Type

Balance

Mail to Address 1

Mail to Address 2

Mail to City

Mail to State

Mail to Zip

Mail to Country

Remit to Address Line 1

Remit to Address Line 2

Remit to City

Remit to State

Remit to Zip

Remit to Country

Telephone 2

Fax

Email

Account No.

Purchase Rep

Tax ID No.

1099 Type

Custom fields 1-5

Last Invoice Date

Last Invoice Amt

Last Payment Date

Last Payment Amt

Inactive

Expense Account

Website

Ship Via

Terms & Credit

Vendor Since

ClosedPurchase Orders

Vendor ID

PO No.

Period

Date

PO Total

Open

Vendor Name

Good Thru

Drop Ship

Remit To Address Line 1

Remit to Address Line 2

Remit to City

Remit to State

Remit to Zip

Remit to Country

Ship to Address Line 1

Ship to Address Line 2

Ship to City

Ship to State

Ship to Zip

Ship to Country

Customer SO No.

Customer Invoice No.

Discount Amount

Terms

Ship Via

A/P Account

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedPurchases

Vendor ID

Invoice No.

Period

Date

Status

Net Due

Waiting on Bill

Vendor Name

Drop Ship

Remit to Address Line 1

Remit to Address Line 2

Remit to City

Remit to State

Remit to Zip

Remit to Country

Ship to Address Line 1

Ship to Address Line 2

Ship to City

Ship to State

Ship to Zip

Ship to Country

Customer SO No.

Customer Invoice No.

Due Date

Discount Amount

Discount Date

Terms

Ship Via

A/P Account

Other Payments and Credits

Amount Paid at Purchase

Invoice Total

Recurring

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedPayments

Customer/Vendor ID

Check No.

Period

Date

Amount

Cash Account

Customer/Vendor Name

Address Line 1

Address Line 2

City

State

Zip

Country

Payment Method

Memo

Prepayment

Electronic Payment

Recurring (Sage 50 Quantum Accounting)

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedWrite Checks

Vendor ID

Check No.

Period

Date

Amount

Cash Account

Vendor Name

Address Line 1

Address Line 2

City

State

Zip

Country

Payment Method

Memo

Expense Account

Description

Job

Electronic Payment

Recurring

Tracking Status

Assigned To

Tracking Note (Sage 50 Quantum Accounting)

ClosedVendor Credit Memos

Vendor ID

Credit No.

Period

Date

Status

Net Credit Due

Waiting on Bill

Vendor Name

Remit to Address Line 1

Remit to Address Line 2

Remit to City

Remit to State

Remit to Zip

Remit to Country

Due Date

Discount Amount

Discount Date

Displayed Terms

Return Authorization

A/P Account

Other Applied Payments

Credit Applied to Invoice

Credit Total

Tracking Status (Sage 50 Quantum Accounting)

Assigned To (Sage 50 Quantum Accounting)

Tracking Note (Sage 50 Quantum Accounting)

ClosedEmployees

Employee ID

Last Name

First Name

Home Phone

Type

Employee/Sales Rep/Both

Address 1

Address 2

City

State

Zip

Country

E-Mail

Hired

Terminated

Social Security No.

Middle Initial

Pay Method

Hourly/Salary Billing Rate

Frequency

Hours per Pay Period

Retirement Plan

Statutory Employee

Custom Fields 1-5

Inactive

Nickname

Work Phone

Mobile Phone

Email 2

Division

Location

Department

Next Review Date

ClosedPaychecks

Employee ID

Check No.

Period

Date

Amount

Pay Period Ends

Employee Name

Address Line 1

Address Line 2

City

State

Zip

Country

Gross Pay

ClosedChart of Accounts

Account ID

Description

Type

Running Balance

Inactive

ClosedGeneral Journal Entries

Reference No.

Period

Date

Amount

Reverse Transaction

Recurring

Description

ClosedInventory and Services

Item ID

Description

Item Class

Price Level 1

Last Unit Cost

Other Price Levels

Description for Sales

Description for Purchases

Cost Method

Subject to Commission

UPC/SKU

Part Number

Item Type

Location

Weight

Qty on Hand

Qty on SOs/Proposals

Qty on POs

Minimum Stock

Reorder Qty

Preferred Vendor ID

Buyer ID

Custom Fields

No. Units Sold

Sales ($)

No. Units Received

Costs ($)

Unit Revenue

Inactive

Stocking U/M

ClosedInventory Adjustments

Item ID

Description/Name

Period

Date

Reference

Job

GL Source Acct

Unit Cost

Quantity on Hand

Adjust Quantity By

New Quantity

Reason to Adjust

ClosedItem Sales History by Customer

ClosedJobs

Job ID

Description

Supervisor

For Customer

Start Date

Projected End Date

Job Status

Actual End Date

Address Line 1

Address Line 2

City

State

Zip

Country

Type

PO No.

Percent Complete

Custom Fields 1-5

Expenses

Revenue

Use Phases

Inactive (Sage 50 Quantum Accounting)

Billing Method (Sage 50 Quantum Accounting)

Labor Burden Percent (Sage 50 Quantum Accounting)

Retainage Percent (Sage 50 Quantum Accounting)

ClosedPhases

Phase ID

Description

Cost Type

Use Cost Codes

Inactive

ClosedCost Codes

Cost ID

Description

Cost Type

Inactive

ClosedChange Orders

Job ID

Change Order No.

Change Order Date

Change Description

Total Change-Exp

Total Change-Rev

Applied to Job?

Job Description

Change in schedule?

New Projected End Date

Change Note

Total Change-Units

Approved?

Approved Date

Approved By

Applied to transaction?

ClosedTime Tickets

ClosedExpense Tickets

ClosedNotification Rules (Sage 50 Quantum Accounting)

ClosedMy Notifications

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