Support center for flex.bi version 3.2

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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"

Enable loyal customer / activer customer etc. features 

[hansaworld]
update_active_customers = true
update_loyal_customers = true

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


incl. TOML format

[hansaworld]
enable_item_class = true
update_active_customers = true

Availible options

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

    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
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