What is "account parameter" and how to use it ?
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- Plan parameters - To validate subscription plans and filtering by object, item, customer classes
- Data import parameters - Specify the amount of parallel SQL threads during data import
Features parameters - Adds
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Info title Please Note 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.)
Plan parameters
Assign parameters to predefined flex.bi plan packages:
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[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
[hansaworld]update_active_customers = trueupdate_loyal_customers = trueupdate_new_customers = true |
Set up profit account to be ignored when importing transactions
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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.)Features parameters
Enable loyal / active / new customer etc. features
[hansaworld]update_active_customers = trueupdate_loyal_customers = trueupdate_new_customers = true
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 thepropertyCustomersdimension. Example: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/falseoption and after thet availible in thepropertyCustomersdimension. (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')))
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