BI4Dynamics Business Modules
(MODELS)
(TRANSACTIONAL TABLES)
(SOURCE)
Sales
Sales comes with 594 measures organized in 9 measure groups:
- Sales Orders: Monitor sales operational performance (Ordered / Reserved / Picked / Delivered / Open Amount & Quantity physically & financially, blocked, completed, Backlog Amount & Qty by PDD and RDD, some measures in Unit of Measure).
- Sales Invoice: Analyze where sales and profit are generated (Gross/Net Sales, Costs, Discounts, Profits, Commissions, Charges, Benefits, Averages, date comparisons, Last transactions) from standard document header and lines or free-text documents.
- Sales Forecasts: Compare sales forecasts and actuals (Forecast Amounts, Qty, Discounts, Sales and Cost Price, with variances and date comparisons).
- Sales Delivery: Track delivery performance (Days / Amount / Qty / Lines late by five different dates, Availability Rate Delivered / Invoiced, Packing slip information, OTIF%).
- Sales Opportunities: Analyze Opportunities.
- Sales Quotes: Analyze Quotes.
- Sales Return Transactions: Track sales returns (Returned Qty, Amount, Profit Impact, and associated costs).
- Sales Commissions: Analyze commissions (Commission Amount, Rate, and Salesperson performance).
- Sales Performance: Track performance metrics like Win Rate, Conversion Rate, and Profit Margin.
9 measure groups (facts) share 49 dimensions, including dimensions such as Bill to Customer, Charges, Commission Sales Group, Currency, Date, and Inventory, which are shared across multiple transactions (Sales Invoice, Sales Delivery, Sales Order, etc.).
Receivables
Receivables are the most standardized business area, and the cube comes with 143 measures organized in 3 measure groups:
- Receivables Transactions: Analyze balances (Average Due / Open / Overdue day – these measures are calculated as weighted averages).
- Receivables State Transactions: Gain insights into balances and due amounts, with detailed state-based calculations.
- Receivables Open Transactions: Monitor and analyze open receivables, helping to track outstanding balances.
Averages are calculated as weighted averages, providing the most accurate information for decision-making.
3 measure groups (facts) share 26 dimensions, including Bill To Customer, Currency, Date, Document Customer, Document Sales Order, Employee, Receivables Due Analysis, and Sell To Customer.
Finance
The Finance cube comes with 170 measures organized in 3 measure groups:
- General Ledger Transactions: Analyze transactions and balances.
- General Ledger Budget: Analyze budget and budget variances.
- Financial Statements:
- BC / NAV: Account Schedules
- AX: Traditional Financial Statements
- DFO: Calculations groups
3 measure groups (facts) share 12 dimensions, including Account, Date, Currency, Ledger, Vendor, Customer, Cost Center, and Department.
Inventory
The Inventory cube comes with 159 measures organized in 5 measure groups:
- Inventory Transactions: Analyze Cost and Quantity (Issued / Received by Date Physical / Date Financial), adjustments, and average costs.
- Inventory State: Track the dynamics of your Inventory (Opening / Closing Qty and Value Balances, Stock Rotation in days, Min / Max Values, Average Qty, and Value over time).
- Inventory Aging: Track aging value and quantity by setting periodical snapshots, saving historical data, and analyzing changes over time using detailed aging buckets.
- Inventory Journal: Analyze Cost, Qty, and Price of journal transactions (increase, decrease, net change), commonly used for tracking wastage, shrinkage, and similar transactions.
- Inventory Transfers: Analyze transfers between locations.
The 5 measure groups (facts) share 16 dimensions, including Currency, Date, Document Inventory, Item, Location, Reason Code, Inventory Batch, and Inventory Transaction Type.
Purchase
The Purchase cube comes with 384 measures organized in 6 measure groups:
- Purchase Orders: Monitor purchase operational performance (Qty Ordered / Arrived / Pending / Received / Remain / Registered, Lines Early / Late / On-Time as value and %, Lines fulfilled / Partially fulfilled / Not fulfilled as value and %, Amount Ordered with date comparison, some measures in Unit of Measure).
- Purchase Invoice: Analyze the cost of items and services (Cost amount, Discount, Charges, Quantity, Price, Last purchase transactions) from standard document header and lines or free-text documents.
- Purchase Delivery: Score vendor performance as the difference in planned date (Confirmed Delivery Date, Confirmed Shipping Date, Requested Shipping Date) and actual receipt date, and calculate Days, Lines, Amount, and Qty Late and On-time as value and %.
- Purchase Forecast: Compare purchase forecasts and actuals (Forecast Amounts, Qty, Discounts, Price) with variances and date comparisons.
- Purchase Invoice Misc Charges: Analyze miscellaneous charges in purchase invoices.
- Purchase Invoice Charges: Track and analyze charges associated with purchase invoices.
The 6 measure groups (facts) share 27 dimensions, including Vendor, Currency, Date, Document Purchase Order, Document Vendor, and Purchase Amount.
Payables
The Payables cube comes with 87 measures organized in 2 measure groups:
- Payables State: Analyze vendor payment habits (Payment Term / Open / Overdue Days – all measures are calculated as weighted averages), Days Payables Outstanding, and Payable Coefficient. Balances are calculated daily for every open document, with the option to compress on a weekly or monthly level for prior periods (to gain performance and save disk space).
- Vendor Analysis: Gain insights into vendor transactions with specific measures such as Purchase on Credit as amount and percentage.
The 2 measure groups (facts) share 8 dimensions, including Vendor, Currency, Date, Document Vendor, and Employee.
Retail
The Retail cube comes with 766 measures organized in 10 measure groups:
- Retail Payments: Analyze payment trends (types, averages).
- Retail POS Batch: Analyze POS events (durations, logons, returns, voids, transactions).
- Retail Sales Transactions: Analyze Gross/Net Sales (per Line, M2, Staff, Store, Terminal, Assortment), Profit and Qty, Basket Value, Store Size, Returns, Tax, and Discounts.
- Retail Stock Information: Snapshot information about Stock Qty (Arrived, Available, Ordered, Picked, Registered, Reserved) and Stock Value (Physical, Posted).
- Retail Store Information: Track Store Area M2, used for calculating averages in other measure groups.
- Retail Transaction Table: A condensed view of retail sales and payments.
- Retail Voided Payments: Analyze voided payments.
- Retail Voided Sales Transactions: Analyze voided sales transactions.
- Retail Assortment: Analyze product assortments.
- Retail Transaction Statistics: Track retail transaction-related metrics and statistics.
The 10 measure groups (facts) share 38 dimensions, including Currency, Date, Item, Location, Retail Channel, Store, and Terminal.
Production
The Production cube comes with 103 measures organized in 4 measure groups:
- Production Transactions: Analyze Input, Output, and WIP estimates and actuals, detailing “from which input products have been produced” or “where (for which Item) a consumed material has been used.”
- Production Shop Floor Control: Analyze Availability, Efficiency, Performance, and OEE.
- Production Route Transactions: Analyze Route Cost and Hours.
- Production Job Transactions: Track production job metrics, including start/end times, job duration, and job efficiency.
The 4 measure groups (facts) share 34 dimensions, including Item, Currency, Date, Job, Resource, and Operation.
Projects
The Projects cube comes with 723 measures organized in 2 measure groups:
- Project Actual: Track Actual Revenue (Invoiced / Accrued / WIP), Consumption, and Cost (by Items / Hours / Expenses) to get Actual Cash (Inflow / Outflow) with Profit and Loss.
- Project Budgets: Compare budgets and actuals for project performance.
The 2 measure groups (facts) share 33 dimensions, including Project, Date, Currency, Customer, Employee, Resource, and Cost Center.
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