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What?

When making a new account it is possible to add different account options:

• To validate filtering by object, item, customer classes (based on different pricing plans)
• Add features: Loyal customers, Active customers

How?

Enable item / customer class and object

[hansaworld]
enable_item_class = true

enable_objects = "true"
enable_customer_class = "true"

...

[hansaworld]
update_active_customers = true
update_loyal_customers = true

Add in the features option parameters textbox when making a new customer account

incl. TOML format

...

. 

Parameters can be added only when making a new account otherwise, data for the account should be re-imported (in case of account upgrade or etc.) 

Partneraccounts should always have all of the options enabled at the start

Availible options

• update_active_customers - import row counts active clients. True/false option which will be availible in the propertyCustomers dimension. Example:

  Code Block
  Count(Filter([Customer].[Customer].Members, [Customer].getBoolean('Active')))

• update_loyal_customers - at the time of import loyal clients will be counted. It will become a true/false option and after thet availible in the propertyCustomers dimension. (A loyal customer has at least 3 invoices in the last 6 months, but not in the same month) Example:

  Code Block
  Count(Filter([Customer].[Customer].Members, [Customer].getBoolean('Loyal')))

• enable_item_class - enables classification of articles (has an impact on import and calculation time)
• enable_objects - enables object accounting (has an impact on import and calculation time)

...