What this is MP8 and MP9 are regional “Opportunity & Order Intake” extracts used to provide sales pipeline and win/loss visibility where the opportunity lifecycle is not yet fully represented in IFS (or where we need historic continuity). This logic standardises the two extracts into a single, report-ready shape that aligns to our BusOpp-style reporting … Read more
The MP8 and MP9 import process is used to bring regional opportunity and order-intake information from Finance spreadsheets into the Data Warehouse in a consistent and repeatable way. What this process is for This process ensures that: It is primarily used where opportunities exist in regional or pre-IFS systems and are not yet fully represented … Read more
This template is designed to work as a reusable starting point for Sales Pipeline reporting across Busopp, Order and Invoice, using consistent datamart views and a parameter-driven connection pattern. The template can open and run “out of the box” if default values are provided (or if you enter the parameters when prompted). What you get … Read more
The Sales Pipeline is modelled as three connected domains, each representing a different stage in the commercial lifecycle. They are not duplicates of the same data.They are different truths at different moments in time. Understanding how they relate is the key to building accurate, trustworthy reporting. The three domains at a glance Think of the … Read more
What this view is for Invoice.item_values_lines provides the numeric values associated with invoices. Where: Invoice values represent what has actually been billed. This view is the authoritative source for invoiced amounts, tax and realised value. A note on “lines” in the CDM In the Common Data Model, lines indicates a value-bearing version, not necessarily a … Read more
What this view is for Invoice.meta_dates provides the key billing, lifecycle and payment-related dates for invoices. If: then meta_dates explains when important invoice events occurred or are expected to occur. This view is central to billing timelines, ageing analysis and cashflow reporting. Level of detail (grain) This view is intentionally long and thin.An invoice with … Read more
What this view is for Invoice.meta_codes provides the classification, status and commercial context for invoices. If: then meta_codes explains how the invoice should be interpreted, including its status, type, numbering context, payment terms and links back to upstream objects. This view is essential for understanding why an invoice looks the way it does and how … Read more
What this view is for Invoice.core_details is the starting point for all invoice-based reporting. Where: Invoices represent delivered and billed reality. This view defines the invoice as a business object and provides the identity and links needed to relate billing back to orders, opportunities, projects and customers. If you’re asking “what has been invoiced, to … Read more
What this view is for Order.item_values_lines provides the numeric values associated with customer orders. If: then item_values_lines answers how much has been ordered — in quantity, value and profit terms. This is the view where contracted order value lives. A note on “lines” in the CDM In the Common Data Model (CDM), the term lines … Read more
What this view is for Order.meta_dates provides the key lifecycle and delivery timing dates for customer orders. Where: meta_dates explains when important order events occurred or are expected to occur. This view is central to understanding order flow, conversion timing, and delivery expectations. Level of detail (grain) This view is intentionally long and thin.An order … Read more