Purpose This view supports financial control and transparency by standardising balance-level data for consistent reporting and reconciliation. It helps finance and business leaders understand balance movements, inter-company positions, and the relationship between projects, programmes, and cost centres. Use Case Suggested dashboard insights: Source Integration with Dimension / Reference Tables Joins used (per SQL): (none in … Read more
Purpose This view provides a clear and consistent way to analyse individual General Ledger transactions across the organisation. It breaks each posting down into structured attributes — such as journal, project, programme, or inter-company activity — so that financial movements can be explored, reconciled, and connected to operational detail. Use Case Suggested dashboard insights: Source … Read more
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
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 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 General Ledger Period Budget Use Case Owner: Soon TanTypical Use Case: General Ledger Period BudgetStyle: Fact Source Key Parameters CompanyLedger_ID (Created)PRUProject_IDAccount_ID Sample Exec Response SEQ Dates Measures Codes SQL