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.
- 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 some specific functionality or MDX hardcoded measures
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:
[hansaworld] flexbi_plan = "start" |
This parameter automatically will enable Object Type or Item, Customer classifications if that is included in plan. If no account plan is selected with parameter, "start" will be selected as default.
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
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%.
[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.
3. Features parameters
Enable loyal / active / new customer etc. features
[hansaworld]
update_active_customers =
true
update_loyal_customers =
true
update_new_customers =
true
Availible options
update_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'
)))
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:Count(Filter([Customer].[Customer].Members, [Customer].getBoolean(
'Loyal'
)))