Sync

Aptean

data

Tax

A defined percentage applied to transactions for tax calculation and reporting purposes.

Account

An internal financial account, such as a general ledger account or cost center, used to record and track monetary activity within the organization's chart of accounts.

Location

A physical site or facility within an organization, supporting nested hierarchies for structured representation of warehouses, buildings, or operational areas.

Site

An operational facility such as a plant, workshop, or office, within which resources, assets, and activities are organized and managed.

Organization

A tenant-level business unit or division within the system, serving as the top-level scope for data segregation and operational context.

Shipment Order

A shipment record tracking the movement of goods from dispatch to confirmed receipt by the destination, spanning the in-transit phase of the fulfillment process.

Purchase Order

A formal document confirming the commitment to buy or sell goods or services, issued to a vendor or received from a customer under agreed terms and quantities.

Sales Order

A confirmed customer commitment to purchase goods or services, driving fulfillment, invoicing, and revenue recognition processes.

Stock

A record of a specific item held in stock at a particular location or bin, capturing on-hand quantity, reservation status, and lot or serial tracking details.

Customer

A partner entity representing a buyer of goods or services from the organization.

Vendor

A partner entity representing a supplier of goods or services to the organization.

Work Orders

A work order is a document for organizing the execution of work or service, describing the task, location, resources, and deadlines

Asset

A physical or fixed asset tracked for both accounting purposes, such as depreciation and valuation, and operational purposes, such as maintenance and service history.

Purchase Order

A formal document confirming the commitment to buy or sell goods or services, issued to a vendor or received from a customer under agreed terms and quantities.

Stock

A record of a specific item held in stock at a particular location or bin, capturing on-hand quantity, reservation status, and lot or serial tracking details.