Datamart X3 sales/purchase management

The Datamart dedicated to sales corresponds to a BO environment (Business Object). It is part of the X3 Datawarehouse (DWX3) and it is used, as well as the other Datamarts of the Datawarehouse, to reorganize the data of an X3 folder in order to facilitate the manipulation by inexperienced users and to allow an easy elaboration of the reports in the Business Intelligence (BI). Only the most relevant pieces of information are conveyed in the datamart. Some of the information is reworked before being integrated to the datamart to ease their use.

The purpose of this datamart is to analyze sales and the payment credit level (turnover, sales margin, invoiced quantities, etc.). It uses the main sales documents.
The detail level is the sales document line where information from the header is systematically reused.

It is made of:

the Sales fact table(Sales lines) fed from elements coming from the header, the lines and the invoice footers of the various documents, following synchronization rules.
Various elements can be defined for this fact table:

- predefined conditions in order to have filters on the data,
- sub-classes or grouping indicators

Dimensiontables (analysis criteria),
Hierarchies linked to this fact table.

SEEREFERTTO The list of the Business Object reports as delivered for the Sales module is provided here.

Prerequisites

Some setup elements need to be checked in order to be able to run some analyses.

Analysis along the geographical axis: this analysis is possible if the countries and geographical subdivisions tables have been properly entered in the folder.
Analysis of the impact of the invoice footers: they can be integrated to the datamart in the form of product lines. In that case, a product needs to be associated to the invoicing elements that should be analyzed.

Moreover the following elements need to be properly set up:

Naming of the dimensions, via the appropriate setup of the following local menus:

206 - Product Groups
207 - Customer Groups