What this view is for Order.item_values_lines provides the numeric values associated with customer orders. If: then item_values_lines answers how much has been ordered — in quantity, value and profit terms. This is the view where contracted order value lives. A note on “lines” in the CDM In the Common Data Model (CDM), the term lines … Read more
What this view is for Order.meta_dates provides the key lifecycle and delivery timing dates for customer orders. Where: meta_dates explains when important order events occurred or are expected to occur. This view is central to understanding order flow, conversion timing, and delivery expectations. Level of detail (grain) This view is intentionally long and thin.An order … Read more
What this view is for Order.meta_codes provides the categorisation, classification and relationship context for customer orders. If Order.core_details defines what the order is, meta_codes explains how the order should be interpreted, grouped and related within reporting. This includes order state, customer context, sales ownership and cross-domain link keys. Level of detail (grain) This view is … Read more
What this view is for Order.core_details is the starting point for all order-based reporting. Where Busopp represents sales intent, Orders represent contracted commitments.This view defines the order as a business object and provides the identity and links needed to connect it back to opportunities and forward to invoicing. If you’re asking “what work has been … 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
Additions customer_orderline_202501 This release introduces a new version of customer.orderline, evolving from the current beta version. The latest update incorporates a fully JSON-managed field structure, enhancing flexibility, data integrity, and future scalability. Key Changes & Enhancements Impact on Data Consumers Alterations project_details_plus_CAD This update continues the ongoing improvements to mapping accuracy and data consistency within … 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 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