Project.Meta_Dates

What this view is for Project.meta_dates provides the date-based and lifecycle attributes for projects. Where Project.core_details defines what a project is,and Project.meta_codes defines how a project is classified,Project.meta_dates defines when things happen in the life of a project. If you’re asking “when did this project start?”, “when is it due to finish?”, or “when did … Read more

Project.Meta_Codes

What this view is for Project.meta_codes provides the categorical and classification attributes for projects. Where Project.core_details defines what a project is,Project.meta_codes defines how a project is described and grouped. If you’re asking “what type of project is this?”, “which programme does it belong to?”, or “how should this project be categorised?” — this is where … Read more

Project.Core_Details

What this view is for Project.core_details is the starting point for all project-based reporting. Where: This view defines the project as a business object and provides the identity and links needed to relate delivery activity back to opportunities, orders, customers and ultimately invoicing. If you’re asking “what projects are we running, for whom, and how … Read more

Release 88

Scope: 72 changes (Collation alterations)Theme: Regional collation & preparation for IFS Cloud integration Overview This release delivers the final architectural step to support regionalisation and future IFS Cloud integration (with IFS Cloud treated as a logical “region”). A new collation layer (cvw views) has been introduced to assemble regional child sources into unified domain views.These … Read more

Release 86.131

1. Core View Corrections – Collation Fix Files affected Change Reason Impact 2. Project Item Values – Meta Type Standardisation Files affected Change Reason Impact 3. Project Meta Dates – Meta Type Reorganisation File affected Change Reason Impact 4. Person Absence Item Views – Join Binding Improvements Files affected Changes Reason Impact

Release 86

This release focuses on improving the structure, consistency, and reliability of Sales Pipeline and Project reporting, while maintaining full historic coverage. Sales Pipeline Review and Refit A full review and refit has been completed across the core Sales Pipeline domains: Views have been refactored to follow the same structural pattern, including: The updated model adopts … Read more

Using the SalesPipeline Template (pbit)

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

Invoice: Item_Values_Lines

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

Invoice: Meta_Dates

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