AR Adjustments

The data model encompasses customer credit limit, transaction amounts (original, paid, due), reporting amounts in a specific currency, and base transaction details (original, paid, due) for financial analysis. It includes views for AR adjustments, adjustment types, customer-specific adjustments, and adjustment dates for comprehensive tracking and decision-making.

Benefits of This Data Model

• Increased financial visibility: The data model allows for detailed tracking of transaction amounts, reporting amounts, and adjustments, providing a comprehensive view for financial analysis and decision-making.
• Efficient adjustment monitoring: With views such as AR Adjustments and Adjustment Date, tracking and analyzing adjustments over time becomes streamlined, facilitating trend analysis and reporting.
• Enhanced customer insights: By incorporating dimensions like Customer Type, Territory, and Country, the data model enables deeper understanding of customer behavior and patterns for more targeted strategies.
• Improved decision-making: Through views such as Adjustment Type and Customer Adjustments, the data model offers a breakdown of adjustments by type and customer-specific insights, supporting informed decision-making processes.
• Better performance evaluation: The inclusion of measures like Transaction Amount, Reporting Amount, and Base Amount aids in evaluating performance across different dimensions such as Company, Location, and Department, allowing for more accurate assessment and comparisons.

Key Performance Indicators (KPIs)

• Customer Credit Limit: The maximum amount of credit that a customer is allowed to have in their account.
• Transaction Amount: The total amount of a transaction before any adjustments or payments.
• Transaction Paid Amount: The amount of a transaction that has been already paid by the customer.
• Transaction Due Amount: The remaining amount of a transaction that is yet to be paid by the customer.
• Reporting Amount (You Reporting Currency): The amount reported in a specific currency for financial reporting purposes.
• Reporting Paid Amount (You Reporting Currency): The amount reported as paid in a specific currency for financial reporting purposes.
• Reporting Due Amount (You Reporting Currency): The amount reported as due in a specific currency for financial reporting purposes.
• Base Amount: The original amount of a transaction without any adjustments.
• Base Paid Amount: The amount of the base transaction that has been already paid.
• Base Due Amount: The remaining amount of the base transaction that is yet to be paid.

Available Visualizations

View Name	Description
AR Adjustments	Provides a consolidated view of all accounts receivable adjustments.
Adjustment Type	Displays a breakdown of adjustments by type for analysis and decision-making.
Customer Adjustments	Offers insights into adjustments made for each customer account in the system.
Adjustment Date	Allows tracking of adjustments over time for trend analysis and reporting.