Organisation-wide reference data used across all domains.
ReportingUnit.item_values_budget provides the budgeted order intake value at Reporting Unit (PRU) level, structured as an item-values dataset so it can be joined consistently with other CDM-style domains (actuals, forecasts, pipeline, etc.). It is sourced from sales.order_intake_budget, which is derived from the Finance-controlled budget workbook in SharePoint, and then reshaped into the standard OBJECT + ITEM … Read more
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 Global Foreign Exchange Rate view provides a structured dataset for analysing currency exchange rates relative to the British Pound (GBP) as the base currency. This view supports financial and operational use cases requiring reliable exchange rate data for reporting and analytics. Use Case Source DataMart Integration There are no DataMart identifiers Sample Exec … 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 The Supplier Purchase Order Line Fact TableDesigned to display detailed quantitative data related to purchase orders from suppliers. This table integrates with various dimension tables to provide comprehensive insights into purchase order lines, including project associations, supplier details, and order statuses. The primary purpose is to support procurement tracking, cost analysis, and supplier management … Read more