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This is old version. New one is here: /wiki/spaces/flexdev/pages/8897791133

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What is  "account parameter"  and how to use it ?

When making a new account it is possible to add different account options :- called account parameters.

How?

Enable item / customer class and object

Code Block
[hansaworld]
enable_item_class = true
enable_objects = "true"
enable_customer_class = "true"

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  • Plan parameters  - To validate subscription plans  and filtering by object, item, customer classes

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  •  
  • Data import parameters  - Specify the amount of parallel SQL threads during data import
  • Features parameters  - Adds some

How?

 Assign parameters to predefined flex.bi plan packages:

 

 

[hansaworld]
flex.bi_plan = "start" 
Info

This parameter automatically will enable  Object Type or Item, Customer classifications if that is included in plan

 

 

There are 3 predefined packages at the moment:

 

  • "start "- enables the sales cube, the financials cube, the sales order cube and the quotations cube
  • "standard"  - enables everything in the start plan and additionally enables the stock cube and adds support for item classes, customer classes, objects
  • "business" - enables everything in the standard plan and additionally enables the CRM and the Job Costing cube


 

Enable loyal / active / new customer etc. features 

...

 

[hansaworld]

...

update_active_customers

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=

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true

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update_loyal_customers = true
update_new_customers = true

 

Set up profit account to be ignored when importing transactions

 

[hansaworld]
profit_account = 31100

 

Set this to true to also import not OKed invoices

 

[hansaworld]
import_not_ok_invoices = true

 

Set this to true to also import not OKed Sales Orders

 

[hansaworld]
import_not_ok_sales_orders = true

 



Specify the amount of parallel SQL threads during data import

 

[hansaworld]
import_thread_count = 3

 

The parameter import_thread_count = 3 will import activities, invoices and transactions in 3 parallel SQL threads which should roughly double the speed of import. 
Setting import_thread_count = 1 will import at the default speed.
Setting import_thread_count = 3 will reduce the import time by roughly 10%.
Setting import_thread_count =

...

 4 will reduce the import time by roughly 20%.

 

 

Add in the parameters textbox when making a new customer account. 

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 Partner accounts 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

     

    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

     

    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)

TODO

  • Need to make an option similar to "account_type = WHATEVER" which automatically enables options given to the client 
  • Item Class Levels should be made an option

  •