Workshops - Unity - onenote lbm

Day 1 - Sales

Unity is the Enterprise Data Warehouse

Cloud Based

Bistrack/Catalyst

Operating companies - opco

Go Live

April

Jul

Nov

Take everything to the Cloud to be available for future build out

Dossier / Chapters in MicroStrategy

Keep the existing Data Warehouse as is and build new one with the same data from the existing Datawarehouse and be able to

Looking at Sales Data first instead of Finance at the

Quotes, AR, Customer, inventory

Open Orders

Sales, Shipment, OE ,

Biztrak (Sales)

Salesanalysis3/SalesAnalysisCode/SalesRep/SalesType

Contract or installed sales/ContractInvoicingLine/

Invoice Header / invoice Detail/InvoiceLine/intrastatCode

Credit note header/ Credit note line/WMS/CNTax

CreditNoteDepartment

OrderHeader/OrderLine

OrderLineItem/OrderLineUDF/OrderLinePromotion/OrderlineWMSS
OrderPayment/PaymentMethod/PaymentTerms

OrderStatus

CustomerAddress/Customer(Branch info included)/CustomerType/CustomerBranch(lookup)

ProductGroup/ManualOrderlineType

NamedValue

Job(Assignment)/JobType

Tax/TaxUsageArea/TaxType

Branch/Division(OpCo)/DivisionInfo(SmartObject - NetNew)/Region/

Computer

Currency

AdditionalCostCharge

FinancialPeriod/FinancialYear

Users

Per/PerConversion

Catalyst (Sales)

OEHead/OEInvoice/OELine/Oetally/OEShipline/OEPay/OpenItemDef/SKUuM/SKU/OEAdj/SKUWhSPf

GLPosting/ISTranConbill/

Jur/TaxJur

Class/Category/Fine

Cust

CustomerType

Emp

Reason

Sales

Job(It has the address if the Job = 0 , site = 0 then it’s the primary address)

Fine

Isstts

Revisit on 1/8/19 - To line up the tables between Bistrak and Catalyst that fall in the same category

OEShipment, OEInvoice

OrderSalesRep

Day 2  - Open Order

Biztrak (Oepn Orders)

SalesRep/SalesType

Contract or installed sales/ContractInvoicingLine/

Invoice Header / invoice Detail/InvoiceLine/intrastatCode

Credit note header/ Credit note line/WMS/CNTax

CreditNoteDepartment

OrderHeader/OrderLine(If Invoiced is 0  then its not an open order)

OrderLineItem/OrderLineUDF/OrderLinePromotion/OrderlineWMSS
OrderPayment/PaymentMethod/PaymentTerms

OrderStatus

CustomerAddress/Customer(Branch info included)/CustomerType/CustomerBranch(lookup)

ProductGroup/ManualOrderlineType

NamedValue

Job(Assignment)/JobType

Tax/TaxUsageArea/TaxType

Branch/Division(OpCo)/DivisionInfo(SmartObject - NetNew)/Region/

Computer

Currency

AdditionalCostCharge

FinancialPeriod/FinancialYear

Users

Per/PerConversion

Catalyst (Open Orders)

OEHead/OEInvoice/OELine/Oetally/OEShipline/OEPay/OpenItemDef/(Order header)

SKUuM/SKU/OEAdj/SKUWhSPf

GLPosting/ISTranConbill/

Jur/TaxJur

Class/Category/Fine

Cust

CustomerType

Emp

Reason

Sales

Job(It has the address if the Job = 0 , site = 0 then it’s the primary address)

Fine

Isstts

----

BisTrack

Order Header (Order Header)

Order Type Denotes Quote, Sales Order, Stock Transfer, Reservation, Template

Open Logic = If Sales Order, Open if it is not Invoice, (Field Invoiced = 0)

Catalyst

Order Header (oehead)

TRX_TYPE = quotes, sales, stock transfer etc

Day 3 - Inventory

Biztrak (Oepn Orders)

SalesRep/SalesType

Contract or installed sales/ContractInvoicingLine/

Invoice Header / invoice Detail/InvoiceLine/intrastatCode

Credit note header/ Credit note line/WMS/CNTax

CreditNoteDepartment

OrderHeader/OrderLine(If Invoiced is 0  then its not an open order)

OrderLineItem/OrderLineUDF/OrderLinePromotion/OrderlineWMSS
OrderPayment/PaymentMethod/PaymentTerms

OrderStatus

CustomerAddress/Customer(Branch info included)/CustomerType/CustomerBranch(lookup)

ProductGroup/ManualOrderlineType

NamedValue

Job(Assignment)/JobType

Tax/TaxUsageArea/TaxType

Branch/Division(OpCo)/DivisionInfo(SmartObject - NetNew)/Region/

Computer

Currency

AdditionalCostCharge

FinancialPeriod/FinancialYear

Users

Per/PerConversion

Catalyst (Open Orders)

OEHead/OEInvoice/OELine/Oetally/OEShipline/OEPay/OpenItemDef/(Order header)

SKUuM/SKU/OEAdj/SKUWhSPf

GLPosting/ISTranConbill/

Jur/TaxJur

Class/Category/Fine

Cust

CustomerType

Emp

Reason

Sales

Job(It has the address if the Job = 0 , site = 0 then it’s the primary address)

Fine

Isstts

----

BisTrack

Order Header (Order Header)

Order Type Denotes Quote, Sales Order, Stock Transfer, Reservation, Template

Open Logic = If Sales Order, Open if it is not Invoice, (Field Invoiced = 0)

Catalyst

Order Header (oehead)

TRX_TYPE = quotes, sales, stock transfer etc

Day 4 - Purchase Order 

Bistrack

PurchaseAnalysisDetail

PurchaseOrder

StockReceiptHeader

StockReceiptLine

StockReceiptLineAdditionalCost

Calayst

Appogl

appohead

Day 4 - AP 

Catalyst

appoline

appoonMIT

Bankcheck

Appayment

Alteryx

Purchaseorder stuff

Povarhst

stock

ETL Tool Alteryx

Day 5 - GL 

Catalyst

appoline

appoonMIT

Bankcheck

Appayment

Alteryx

Purchaseorder stuff

Povarhst

stock

ETL Tool Alteryx

ProductPriceHistory2 is used for Costing

Product Price also means cost in Biztrak

ProductPriceHistory will contain the Cost of Everything but not the Price

OrderLine -

OrderLinePriceInfo - Orderline is the key on this (internal Cost is the Display cost for Internal Viewing purposes, usually used to hide the actual cost of the item.

Standardby is the replacement cost.

Consolidated Pricing, Inventory and Sales - Product ??

Day 7 - Pricing

ProductPriceHistory2 is used for Costing

Product Price also means cost in Biztrak

ProductPriceHistory will contain the Cost of Everything but not the Price

OrderLine -

OrderLinePriceInfo - Orderline is the key on this (internal Cost is the Display cost for Internal Viewing purposes, usually used to hide the actual cost of the item.

Standardby is the replacement cost.

Consolidated Pricing, Inventory and Sales - Product ??