Firm CRM Summary Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

This report can contain two types of sections:

• Default sections: You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.
• User-defined sections: If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Firm List. Refer to the help topics for the Firm List for descriptions of the columns that you can select for user-defined columns.

You can include both default sections and user-defined sections on the same report.

Contents

The descriptions below are for columns in the default sections. For descriptions of the columns that you can select on the Columns tab for user-defined columns, see the help for the Firm List Columns tab.

Field	Description
Firm Number	This column displays the firm identifier.
Firm Name	This column displays the name of the firm.
Is Client	This column contains Y or N (Yes or No) to indicate whether or not the firm record is classified as a client in terms of projects or opportunities. DPS classifies the firm based on settings in the Firms hub.
Is Vendor	This column contains Y or N (Yes or No) to indicate whether or not the firm record is classified as a vendor in terms of projects or opportunities. DPS classifies the firm based on settings in the Firms hub.
Market	This column displays the market (type) of firm (for example, Commercial, Government, or Non-Profit).
Status	This column displays the status of your relationship with the firm: Active, Dormant, or Inactive.
Relationship	This column displays your relationship with the firm (for example, Consultant, Prospective, or Existing).
Website	This column displays the firm's web site address (for example, www.deltek.com).
Firm Create User	This column displays the user ID of the person who created the firm record in the Firms hub.
Firm Create Date	This column displays the date on which the firm record was created.
Firm Modify User	This column displays the user ID of the person who most recently modified the firm record.
Firm Modify Date	This column displays the date on which the firm record was most recently modified.
Concatenated Primary Address	This column displays the firm's primary street address, city, state, and zip code. The report shows this information in a single column.
Primary Address Description	This column displays the description of the firm's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
Primary Address 1- 4	Primary Address 1 displays the firm's name. The other address fields display the firm's primary address information (street name and number, suite number, postal box number, and so on).
Primary City	This column displays the city from the firm's primary address.
Primary State	This column displays the two-character abbreviation for the state from the firm's primary address.
Primary Zip	This column displays the ZIP code from the firm's primary address.
Primary Country	This column displays the country from the firm's primary address.
Primary Phone	This column displays the phone number at the firm's primary address.
Primary Fax	This column displays the fax number at the firm's primary address.
Primary Tax Reg. #	This column displays the tax registration number for the firm's primary address.
Primary Tax Country Code	This column displays the tax country code for the firm's primary address.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the firm record.
Primary Address Create Date	This column displays the date on which the primary address was created in the firm record.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
Concatenated Billing Address	This column displays the firm's billing street address, city, state, and zip code. The report shows this information in a single column.
Billing Address Description	This column displays the description of the firm's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address 1-4	Billing Address 1 displays the firm's name. The other address columns display the firm's billing address information (street name and number, suite number, postal box number, and so on).
Billing City	This column displays the city from the firm's billing address.
Billing State	This column displays the two-character abbreviation for the state from the firm's billing address.
Billing Zip	This column displays the zip code from the firm's billing address.
Billing Country	This column displays the country from the firm's billing address.
Billing Phone	This column displays the phone number at the firm's billing address.
Billing Fax	This column displays the fax number at the firm's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the firm's billing address.
Billing Tax Country Code	This column displays the tax country code for the firm's billing address.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the firm record.
Billing Address Create Date	This column displays the date on which the billing address was created in the firm record.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Memo	This column displays the text entered in the Notes field in the Firms hub.
Project Total Project Cost	This column displays the total cost of the project. This field is also used in the SF255 Item 8e, which asks for "total construction cost of completed projects (or, where no construction was involved, the approximate cost of your work)."
Project Firm Cost	This column displays the portion of the project cost for which your firm is responsible
Project JTD AR Amount	This column displays the job-to-date amount billed for the project but not yet received. This amount includes taxes.
Project JTD Billed Amount	This column displays the job-to-date billed amount for the project. This amount equals (Labor + Fee + Consultants + Expenses + Units + Interest Billed). It does not include taxes.
Project JTD Direct Cost	This column displays the job-to-date cost of direct expenses for the project.
Project JTD Hours	This column displays the job-to-date hours for the project.
Project JTD Labor Cost	This column displays the job-to-date labor cost for the project.
Project JTD Revenue Amount	This column displays the job-to-date revenue amount for the project.
Project JTD Profit	This column displays the job-to-date profit for the project.
Project JTD Total Actual Cost	This column displays the job-to-date total actual cost for the project.
Project YTD AR Amount	This column displays the year-to-date accounts receivable amount (billed but not yet received) for the project.
Project YTD Billed Amount	This column displays the year-to-date billed amount for the project.
Project YTD Direct Cost	This column displays the year-to-date direct cost for the project.
Project YTD Labor Cost	This column displays the year-to-date labor costs for the project.
Project YTD Hours	This column displays the year-to-date hours for the project.
Project YTD Revenue Amount	This column displays the year-to-date revenue for the project.
Project YTD Profit	This column displays the year-to-date profit amount for the project.
Project YTD Total Actual Cost	This column displays the year-to-date actual cost amount for the project.
Promo. Project Total Project Cost	This column displays the project's total cost for a promotional project.
Promo. Project Firm Cost	This column displays the firm's total cost for a promotional project.
Promo. Project JTD Total Actual Cost	This column displays the job-to-date total actual cost amount for a promotional project.
Promo. Project JTD Labor Cost	This column displays the job-to-date labor cost amount for a promotional project.
Promo. Project JTD Hours	This column displays the job-to-date hours for a promotional project.
Promo. Project YTD Total Actual Cost	This column displays the year-to-date total actual cost for a promotional project.
Promo. Project YTD Labor Cost	This column displays the year-to-date labor cost amount for a promotional project.
Promo. Project YTD Hours	This column displays the year-to-date hours for a promotional project.
Opportunity Est. Revenue	This column displays the estimated revenue you expect to earn from the opportunity.
Opportunity Probability	This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column contains 80.
Opportunity Weighted Revenue	This column displays the weighted revenue for the opportunity: estimated revenue x Probability.
Opportunity Days Open	This column displays the number of days the opportunity has been open.
Custom Currency Code	If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
Disadvantaged Business	This column contains a Y or N (yes or no) to indicate whether or not the firm is a disadvantaged business.
Small Business	This column contains a Y or N (yes or no) to indicate whether or not the firm is a small business.
Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a small business that is owned by a veteran.
Service Disabled Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a small business that is owned by a disabled veteran.
Minority Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a minority business.
Woman Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a business owned by a woman.
HBCU or Minority Institution	This column contains a Y or N (yes or no) to indicate whether or not the firm is an historically black college or university (HBCU).
Alaska Native	This column contains a Y or N (yes or no) to indicate whether or not the firm is an Alaskan Native.
Specialty	If the firm is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Prior Work	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor and has done work for your enterprise in the past.
Recommend	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor, has done work for your enterprise in the past, and is recommended for future work.
Specialty Description	If the firm is classified as a vendor, this column contains additional information about that firm's specialty.
HUB Zone	This column contains Y or N (Yes or No) to indicate whether or not the firm is part of the HUB Zone program for small businesses.
8 (a)	This column contains Y or N (Yes or No) to indicate whether or not the firm is part of the 8 (a) business development program for small and disadvantaged businesses.
Annual Revenue	This column displays the annual revenue of the firm.
Employee Count	This column displays the number of employees of the firm.
Competitor	This column contains Y or N (Yes or No) to indicate whether or not the firm is a competitor.
Government Agency	This column contains Y or N (Yes or No) to indicate whether or not the firm is a government agency.
Vendor Number	This column displays the firm number for the vendor you select. If you upgraded to DPS from Vision, a vendor could have both a vendor number and a firm number. In that case, this field displays the vendor number.
Approved for use in processing	This column indicates if the vendor is approved for use when processing accounting transactions. This column displays if you use DPS Accounting.
Vendor Type	This column displays the vendor type. The value for this field is set up on the Types tab of Settings > Advanced Accounting > System AP in the DPS Desktop.
Concatenated Payment Address	This column displays the vendor’s payment street address, city, state, and ZIP code. This information is displayed in a single column.
Payment Address Description	This column displays the description of the vendor's payment address (for example, Company Headquarters, Main Office, or Northeast Office).
Payment Address 1-4	Payment Address 1 displays the vendor’s name. The other address fields display the vendor’s primary address information (street name and number, suite number, postal box number, and so on).
Payment City	This column displays the city from the vendor’s primary address.
Payment State	This column displays the two-character abbreviation for the state from the vendor’s primary address.
Payment Zip	This column displays the ZIP from the vendor’s primary address.
Payment Country	This column displays the country from the vendor’s primary address.
Payment Terms	This column displays the default payment terms to use each time a voucher is entered for a vendor (such as the date when the payment occurs or when DPS schedules the voucher payment).
Regular Account	This column displays the account number that receives the debit (explicit posting) when you post vouchers to a regular project for the vendor. This account is a direct or reimbursable expense account.
Indirect Account	This column displays the account number that receives the debit (explicit posting) when you post vouchers to an overhead or promotional project for a vendor. This account is an indirect expense account.
Default Expense Code	This column displays the expense code that serves as the default when you enter an AP voucher or AP disbursement for the vendor in Transaction Entry. This drop-down includes all expense codes defined on the Expense Codes tab in Settings > Advanced Accounting > System AP. This column displays only if you select the Enable Expense Codes on the Accounts Payable tab in Settings > Advanced Accounting > System AP in the DPS Desktop.
Discount Percent	This column displays the percentage of the total voucher amount that you want to credit to the discount account when you pay the total amount due within the specified discount period.
Discount Period	This column displays the number of days that the discount applies.
Discount Code	This column displays the discount code for a vendor.
1099 Required	This column indicates that a vendor should receive a 1099 form at the end of the calendar year.
Federal ID	This column displays the 11-digit number assigned to the vendor by the federal government for tax purposes. If the vendor is a consultant, this number is usually the consultant's Social Security number.
Type of TIN	This column displays the type of TIN (tax ID number) of the vendor. Possible values are 1 (FEIN) and 2 (SSN, ITIN, ATIN).
Paid This Year	This column displays the amount paid to this vendor during the current calendar year. The amount excludes credit card payments made to a vendor in AP Disbursement Transaction Entry.
Paid Last Year	This column displays the amount paid to this vendor during the previous calendar year. The amount excludes credit card payments made to a vendor in AP Disbursement Transaction Entry.
Match Method	This column displays the matching method to use to generate AP vouchers from purchase orders for a vendor. The values for this column are 2-way Match (for when the purchase order must match and existing invoice for Deltek to generate an AP voucher) or 3-way Match (for when the purchase order and the matching invoice must also match a receiving record in DPS to generate an AP voucher).
RFQ/PO Template	This column indicates if the vendor is associated with a custom RFQ template or a custom PO template. If the value in this column is PO Template, DPS looks first at the employee record of the buyer to find a template. If no template is assigned to the buyer, DPS looks at the vendor record. If no template is assigned to the vendor, DPS uses the _DEFAULT template. If the value in this column is RFQ Template, DPS looks only at the vendor record to find a template. If no template is assigned to the vendor, DPS uses the _DEFAULT template.
EFT Bank ID	This column displays the bank identification number for electronic fund transfer of a vendor.
EFT Account Number	This column displays the account number for electronic fund transfer of a vendor.
EFT Status	This column displays the status of the electronic fund transfer to a vendor.
EFT Remittance	This column indicates if the vendor requires a printed copy (remittance advice) of the transactions in the EFT file.
EFT Email	This column displays the email address of the contact (associated with the vendor) to whom the remittance advice is emailed.
EFT Addenda	This column displays the addenda record that will be written to the bank file immediately following the EFT entry detail record.
EFT ClieOp	This column indicates that the vendor will be paid by ClieOpe transfers.
IBAN	This column displays the international bank account number (maximum 34 characters) for a vendor. This is used to transmit the payment to a payee when the .xml file is sent to the bank.
BIC	This column displays the bank identification code (either 8 or 11 characters) for a vendor. This is used to transmit the payment to a payee when the .xml file is sent to the bank.
Bank Name	This column displays the name of the vendor’s bank to which wires are sent, of from which direct debits originate.
Concatenated Bank Address	This column displays the vendor bank’s payment street address, city, state, and ZIP code. This information is displayed in a single column.
Bank Address 1-4	Bank Address 1 displays the vendor bank’s name. The other address fields display the bank’s primary address information (street name and number, suite number, postal box number, and so on).
Bank City	This column displays the city from the vendor bank’s primary address.
Bank State	This column displays the state from the vendor bank’s primary address.
Bank Zip	This column displays the ZIP code from the vendor bank’s primary address.
Bank Country	This column displays the country from the vendor bank’s primary address.
Bank ID Type	This column displays the type of bank identifier that is entered in the Bank ID field (for example, ABA/Routing). The value for this field is configured in Settings > Labels and Lists.
Bank ID	This column displays the vendor bank’s identification number in this field.
Account ID Type	This column displays the type of account number that is entered in the Account ID field. The value for this field is configured in Settings > Labels and Lists.
Account ID	This column displays the vendor's account identification number in this field.
Payment Notes	This column displays the notes related to the payment.
Separate Checks	This column indicates that a separate check is printed for each voucher submitted by the vendor. This column is available when Approved for use in processing option is selected.
Account Number	This column displays the vendor-assigned account number. This is the customer number that your vendor uses to identify your account. This column is available when Approved for use in processing option is selected.
Default Tax Code	This column displays the default tax code used in Transaction Entry to calculate taxes for accounts payable vouchers and accounts payable disbursements for this vendor. This field displays if the Enable Tax Auditing Feature option on the Tax Auditing tab in Settings > Accounting > Company Settings in the DPS Desktop.
Organization	This column displays the organization that is associated with the vendor.
Contacts - Name	This column displays the full name of the contact (Salutation, First Name, Middle Name, Last Name, Suffix).
Contacts - Title	This column displays the contact's title (for example, Vice President or Principal).
Contacts - Phone	This column displays the contact's business phone number.
Contacts - Fax	This column displays the contact's fax number.
Contacts - Mobile	This column displays the contact's mobile (cellular) phone number.
Contacts - Home	This column displays the contact's home phone number.
Contacts - Pager	This column displays the contact's pager number.
Contacts - Email	This column displays the contact's email address.
Activities - Completed	The activity can be Pending or Completed.
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Firm	This column displays the name of the firm associated with the activity.
Activities - Primary Contact	This column displays the name of the contact at the firm associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
Activities - Primary Contact Bus. Phone	This column displays the firm contact's work telephone number.
Activities - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Lead	This column displays the lead associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays additional information about the activity.
Opportunities - Is Client	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a client for opportunities. DPS classifies the firm based on settings in the Firms hub.
Opportunities - Is Vendor	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor for opportunities. DPS classifies the firm based on settings in the Firms hub.
Opportunities - Number	This column displays the opportunity identifier.
Opportunities - Name	This column displays the name of the opportunity.
Opportunities - Stage	This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
Opportunities - Role	This column displays the role of the firm in the opportunity (for example, Architect, Developer, or Owner).
Opportunities - Role Description	This column displays additional text describing the firm's role in the opportunity.
Opportunities - Weighted Revenue	This column displays the weighted revenue for the opportunity: Estimated revenue x Probability.
Projects - Is Client	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a client for projects. DPS classifies the firm based on settings in the Firms hub.
Projects - Is Vendor	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor for projects. DPS classifies the firm based on settings in the Firms hub.
Projects - Number	This column displays the project identifier.
Projects - Name	This column displays the name of the project.
Projects - Role	This column displays the role of the firm in the project (for example, Architect, Developer, or Owner).
Projects - Role Description	This column displays additional text describing the firm's role in the project.
Projects - Project Status	This column displays the status of the project.
Associations - Name	This column displays the name of a firm that is associated with the current firm.
Associations - Description	This column displays a description of the relationship of the current firm to the associated firm (for example, Subsidiary, Parent Company, or Affiliate).
Associations - Relationship Description	This column displays additional text describing the relationship of the current firm to the associated firm.
Employees - Employee	This column displays the employee's number.
Employees - Name	This column displays the employee's full name.
Employees - Relationship	This column displays the employee's relationship to the firm (for example, Contact Manager or Friend).
Employees - Relationship Description	This column displays additional text describing the relationship between the firm and the employee.
Links - Description	This column displays a brief description of the file or web address (URL).
Links - File Path	This column contains one of the following: The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file. The address (URL) for a web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
Links - Graphic	This column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.
Firm Alias - Alias	This column displays a firm alias, which is an alternate name for a firm. It can be an abbreviated version of the firm's legal name, an alternate spelling of the firm's legal name, or an entirely different name.