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: Style: Fact, Each row represents a unique Invoice … Read more
Alterations Business Opportunity Reporting with APAC The team are delighted to inform you that the current Opportunities from APAC are now available in PRD and can be reported upon I have crafted a report for your perusalhttps://app.powerbi.com/groups/5875d12b-85b8-434f-a42b-4d473cb8afe0/reports/573c53a0-cb82-4c98-a3c1-7d90c374ad0d/ReportSection?experience=power-bi Notes 1. ⚠️ DIFFERENT: busopp_details_APC.sql2. ⚠️ DIFFERENT: busopp_details_plus.sql3. ⚠️ DIFFERENT: busopp_details_plus_APC.sql4. ⚠️ DIFFERENT: busopp_value.sql5. ⚠️ DIFFERENT: busopp_value_APC.sql Total … Read more
Purpose The Business Opportunity Dates view is designed to consolidate and standardise key date attributes related to business opportunities within the organisation. The Business Opportunity Dates view plays a critical role in tracking, analysing, and forecasting opportunity lifecycle events. By consolidating multiple date fields into a single structured dataset, it ensures better visibility, consistency, and … Read more
Purpose The Customer Order Status view provides comprehensive insights into the operational state of customer orders. By tracking statuses, user actions, error messages, and lifecycle changes, it enables monitoring and reporting on the order lifecycle. This view is essential for identifying and addressing operational issues or errors that may impact order processing. Use Case Owner: … 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 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 Customer Invoice, provides high-level invoice details primarily focused on essential customer and financial information. It is structured to include invoice metadata, billing details, amounts, and various identifiers. The view originates from multiple snapshots and iterations, with each change tracked meticulously to support functionality and flexibility for different reporting and integration requirements. Use Case Owner: Soon … Read more
Purpose The Customer Order Line view provides essential details for individual order lines within customer orders. It serves as a granular component, detailing each line item’s specifics, such as quantity, pricing, revenue, dates, and relevant codes. Designed to align closely with the Customer Order view, this view enables precise tracking of each line item in … Read more
Purpose for Live order intake and Pipeline Review Business Opportunity Line Details Use Case Owner: Soon TanTypical Use Case: Live order intake and Pipeline ReviewStyle: Tailored Fact Based on mvw.busopp_details_plus DataMarts CompanyCustomerBusiness Opportunity Source From Where Sample Exec Response SQL