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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 |
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[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" |
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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
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[hansaworld] |
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update_active_customers |
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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 =
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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
codeupdate_active_customers
- import row counts active clients. True/false option which will be availible in theproperty
Customers
dimension. Example:Count(Filter([Customer].[Customer].Members,
[Customer].getBoolean(
'Active'
)))
codeupdate_loyal_customers
- at the time of import loyal clients will be counted. It will become a true/false
option and after thet availible in theproperty
Customers
dimension. (A loyal customer has at least 3 invoices in the last 6 months, but not in the same month) Example: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