Customer.InvoiceItem

Purpose

The Customer Invoice Item data mart is designed to provide detailed insights into invoice-level transactional data for customers. It organises, validates, and enriches raw data from the source system into a structured and accessible format, enabling comprehensive analysis and reporting.

Use Case

Owner: Soon Tan

Typical Use Case:

  • Data Quality: Improved accuracy and validation through structured filters and dynamic transformations.
  • Financial Analysis: Detailed breakdown of invoice amounts, VAT, and currency values for accurate financial reporting.
  • Operational Insights: Monitoring invoice statuses, item-level details, and key metadata for enhanced operational control.

Style: Fact, Each row represents a unique Invoice Item.

Source

The primary source for this data mart is:

QFACT_BMT_DWH_INVOICE_ITE_IAS$

DataMart Integration

This view can be utilised across the following DataMarts (via Customer.Invoice):

Company
Invoice
(Customer)
(Project)

Sample Exec

To execute a sample query for this data mart, use the following syntax:

EXEC get.myView @dataMart = 'Customer', @viewName = 'InvoiceItem', @token = '<myToken>', @version = '<202404>'

Response

Identifiers

COMPANY: Identifier for the company raising the Invoice.
INVOICE_NO: Unique invoice number/ID.

Invoice Item Sequence (JSON Format)

  • INVOICE_NO: Key invoice number.
  • ITEM_ID: Line item identifiers for precise tracking of each part of the invoice.

Dates (JSON Format)

No Dates

Values (JSON Format)

{
    "NET": "Net amount",
    "NET_AMOUNT": {
        "BASE": "Base currency net amount",
        "CURR": "Transaction currency net amount"
    },
    "ACTUAL_NET": "Actual net amount",
    "ACTUAL_NET_AMOUNT": {
        "BASE": "Base currency actual net amount",
        "CURR": "Transaction currency actual net amount"
    },
    "VAT": "VAT amount",
    "RATE": "Exchange rate",
    "CURRENCY": "Currency code"
}

Codes (JSON Format)

{
    "INVOICE_NO": "Unique identifier for the invoice",
    "ITEM_ID": "Unique identifier for the invoice item",
    "INVOICE_TYPE": "Type of invoice (e.g., Credit, Debit)",
    "VAT": "VAT code associated with the item",
    "CURRENCY": "Transaction currency code"
}

Status (JSON Format)

STATE: Row state (e.g., active, cancelled)

Notes (JSON Format)

DESC: Descriptive text or additional information about the invoice item

SQL

BMT-DWH-DEV/Customer_InvoiceItem.sql

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