Release 40

by

Alterations

Employee Details

Following recent discussions and a review of the current structure of the Employee datamart, we have identified the need to align more closely with the structure of the Employee panes in IFS, specifically the Employee Summary and Employee Employment sections.
This action supports GMIS UK Optimisation Activity 008 – HR Processes

Currently, information from both these sections is delivered through the Employee.Details datamart view. This has led to potential confusion about the intended purpose of the Employee.Details view and has introduced a risk of unintended disclosure of sensitive information.

To address this, we will be restructuring the Employee datamart into two separate views:

  • Employee.Details: This view will continue to provide general employee information, including basic details such as job title and grade.
  • Employee.Employment: A new view that will contain more specific employment information, including job details beyond job title and grade, assignments, and FTE.

This change will help ensure that detailed employment data is better controlled and accessed appropriately, reducing the risk of unintended disclosure while improving clarity in the use of each view.

Resource Absence

Resource.Absence (202407) was found to be missing from the 202407 Resource view series, this was to improve the distinction between Job (employee domain) and Resource, and for the Resource.Detail to carry [Resource Group] fields

Customer Invoice & OrderLine

Major overhaul since 202405
This action supports GMIS UK Optimisation Activity 005 – Orderline Intake Reporting

  1. Removal of non-headline values to invoice and orderline ‘value’.
  2. Include [PRU_Code]
  3. Include [OPPORTUNITY_NO] (customer.orderline) and [ORDER_NO] (customer.invoice)
  4. Calculate [GROSS_VALUE] as NET + VAT
  5. Include Market Codes (orderline)

BusOpp Details

Improvements to Busopp.Details_plus, inline with Customer Invoice & OrderLine
This action supports GMIS UK Optimisation Activity 005 – Orderline Intake Reporting

  1. Include [PRU_Code]
  2. Removal of non-headline values to Buspp.value
  3. Include Market Codes
  4. Remove Legacy hash item_codes
  5. Opportunity state for quick status

Notes

We identified 8 differences between the DEV and PRD environments:

  • busopp_details_202409.sql – Files in sql/svw/busopp/202409/ differ between DEV and PRD.
  • employee_details_plus.sql – Files in sql/svw/employee/ differ between DEV and PRD.
  • employee_details.sql – Files in sql/svw/employee/ differ between DEV and PRD.
  • resource_absence_202407.sql – Found in DEV (sql/svw/resource/202407/) but not present in PRD.
  • customer_invoice_202409.sql – Files in sql/svw/customer/202409/ differ between DEV and PRD.
  • customer_orderline_202409.sql – Files in sql/svw/customer/202409/ differ between DEV and PRD.
  • busopp_details_plus_202409.sql – Files in sql/svw/busopp/202409/ differ between DEV and PRD.

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