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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
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How?
incl. TOML format
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[hansaworld]
enable_item_class = true
update_active_customers = true |
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- called account parameters.
- 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 and select or deselect Not Oked records.
Features parameters - Adds some specific functionality or MDX hardcoded measures
Info title Please Note Add in the parameters textbox when making a new customer account.
Image Added
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
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If no account plan is selected with parameter, "start" will be selected as default. Those parameters automatically will enable Dynamic Dimensions as Object Types, Item and Customer classifications options according to plan. |
Assign parameters to predefined flex.bi plan packages:
[hansaworld] flexbi_plan = "start" |
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
Data import parameters
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 |
Set this to true to also import not OKed Goods Receipts
[hansaworld] import_not_ok_goods_receipts = 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%.
[hansaworld] consolidated_companies = [1, 2, 3] |
Adding this parameter will enable the the Companies dimension which will allow you to then import TRVc files for specific companies only. For example a file named 1_TRVc.txt will import the entirety of the file for company 1 that is described in the CompaniesBlock file. Any other TRVc file that does not have a number in front of it that can also be found in the consolidated_companies parameter will be ignored.
Specify refresh period in days (new in version 3.1).
A refresh_period_in_days parameter allows you to enter the amount of days from the registers last import date from which to import data.
Example: Invoices were imported on 2016-09-16. refresh_period_in_days = 10. The next import will import everything from 2016-09-06.
[hansaworld] refresh_period_in_days = 10 |
If start date is given and refresh_period_in_days exceeds the start date, it will not override the start date - the application will import everything from start date.
Example: Set start date from month ago and refresh_period_in_days = 60, application will import only one month.
If start date is not given, application imports last one year by default. If refresh_period_in_days parameter exceeds one year, it overrides the default.
Example: No start date given and refresh_period_in_days = 600, application will import last 600 days, not only the default last one year.
Features parameters
Enable loyal / active / new customer etc. features
[hansaworld]
update_active_customers =
true
update_loyal_customers =
true
update_new_customers =
true
Available options
update_active_customers
- import row counts active clients. True/false option which will be availible in theproperty
Customers
dimension. Example:
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Count(Filter([Customer].[Customer].Members,
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[Customer].getBoolean(
'Active'
)))
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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 theproperty
Customers
dimension. (A loyal customer has at least 3 invoices in the last 6 months, but not in the same month) Example:
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Count(Filter([Customer].[Customer].Members,
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[Customer].getBoolean(
'Loyal'
)))
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TODO
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