Master data for customers and their attributes.
Additions Customer Details & Project Details APC Alterations General Ledger Transaction Customer Details (CAD & USD) Business Opportunity Dates (Busopp Dates) Notes The following SQL scripts have been modified and differ from previous versions: There were additional alterations to cdm to support transaction error logging 1. ⚠️ DIFFERENT: create_table_comment.sql2. ⚠️ DIFFERENT: create_table_log.sqlSource ID altered to … Read more
Purpose The Customer Order view provides a high-level “document header” for customer orders, designed to summarise and contextualise individual order lines within customer orderline views. It includes essential details such as order number, customer information, order dates, and status codes, serving as a consolidated source for tracking and reporting on customer orders. By connecting order-level … Read more
Purpose The Project Value fact table is designed to display summarised financial data related to project hours, costs, and revenues. It integrates with dimension tables, such as project_details and client_details, to provide a comprehensive view of the financial performance of each project. The primary purpose is to support project management, strategic decision-making, and financial analysis … Read more
Purpose The Customer Order Line Value view provides a detailed financial overview of customer order lines, including key pricing and cost information, quantities, dates, and currency-based amounts. This view is specifically designed to facilitate reporting and analysis on the financial performance of individual order lines. It includes fields that capture gross and net amounts, tax-inclusive … Read more
Purpose The Customer Order Line Status view provides detailed tracking of the operational state of each customer order line. It monitors statuses, user actions, and error messages for each line item within customer orders, offering insights into the progress and any potential issues in order line processing. This view is essential for maintaining transparency and … Read more
Purpose The Customer Invoice Value view provides detailed financial information on customer invoices, including gross, VAT, and net amounts across multiple currencies. This view is focused on delivering a comprehensive breakdown of financial values, allowing for detailed reporting and analysis of invoice data. Use Case Owner: Soon TanTypical Use Case: Designed for financial reporting and … Read more
Purpose The Customer Invoice Status view provides insight into the operational state of customer invoices by tracking statuses and reporting errors. This view is intended for monitoring the life-cycle and status changes of invoices, including entry dates, user actions, and error messages. It supports operational reporting by offering visibility into any issues or errors that … Read more
Purpose [FACT_PROJ_ACTIVITY_INFO_OL] unique based on ACTIVITY_SEQ, CONTROL_CATEGORY_KEY This table plans to be unique for ACTIVITY_SEQ only Use Case Owner: Martyn ColeTypical Use Case: Provide details for ACTIVITY_SEQ and Sub Project IDStyle: Dimension, Dimension i.e. Single row per ACTIVITY_SEQ Source Key Parameters CompanyProjectCustomerActivitySeq Sample Exec Response SEQ Dates Measures Codes SQL
Purpose The Customer Details view serves as a unified source for basic business customer information, accessible across departments for consistent reporting and analysis. It excludes transactional data (like dates or measures) and provides a limited set of dimensional attributes, designed for integration with fact tables in reporting scenarios. Use Case Owner: Data EngineeringTypical Use Case: … Read more
Purpose The Project Customer Invoice (value) Fact TableDesigned to display quantitative data related to invoices generated for projects. This table integrates with dimension tables, such as client_details and project_details, to provide detailed insights into the financial aspects of projects, including invoicing, revenue, and billing trends. The primary purpose is to support forecasting, budgeting, and proactive project … Read more