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
The Sales Pipeline DataMarts are designed to help you move confidently from opportunities, through orders, and on to invoices — without having to relearn the data model each time. The most important thing to remember is this: these views are meant to be combined. Once you understand the pattern, building modular, reusable reporting becomes much … 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 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