Project Invoices
The data model captures various aspects of invoices, including amounts before and after taxes, discounts, handling charges, shipping costs, trade discounts, and sales amounts. It delineates the total invoice amount encompassing all charges and discounts, the sales tax amount, the total customer payable amount before discounts, the discount amounts applied and taken, the sales amount excluding taxes and charges, and the specific amounts for shipping, handling, sales tax, and trade discounts. Different views provide insights into project-specific invoices, unpaid, overdue, paid invoices, and summarized invoiced amounts per project.
Benefits of This Data Model
- Improved Financial Reporting: The data model efficiently captures and organizes various invoice details such as amounts before and after taxes, discounts, and charges, enabling accurate and robust financial reporting.
- Enhanced Invoice Analysis: By providing insights into project-specific invoices, unpaid, overdue, and paid invoices, the data model facilitates in-depth analysis of invoice statuses, aiding in better decision-making processes.
- Optimized Discount Management: The data model's ability to delineate discount amounts applied and taken allows for effective tracking and management of discounts, ensuring transparent and efficient discount processes.
- Streamlined Sales Tax Tracking: With specific amounts for sales tax included in the model, businesses can easily track and report sales tax amounts for compliance and financial purposes.
- Improved Project Cost Visibility: By relating invoices to project details such as project codes and names, the data model enhances visibility into project costs and revenues, facilitating better cost control and project management.
Key Performance Indicators (KPIs)
- Invoice InvoiceAmt: This measure represents the total invoice amount including all charges and discounts.
- Invoice Sales Taxe: This measure shows the sales tax amount included in the invoice total.
- Invoice InvoiceAmtHC: This measure represents the total invoice amount before tax and any additional charges.
- Invoice Total Amount: This measure is the total amount the customer needs to pay, including all charges and taxes, but before any discounts are applied.
- Invoice DiscAmt: This measure represents the total discount amount applied to the invoice.
- Invoice DiscTakenAmt: This measure shows the actual amount of discounts that were taken by the customer.
- Invoice SalesAmt: This measure represents the total sales amount from the invoice, excluding taxes and additional charges.
- Invoice ShipAmt: This measure represents the shipping amount included in the invoice total.
- Invoice STaxAmt: This measure shows the total sales tax amount included in the invoice.
- Invoice TradeDiscAmt: This measure represents any trade discounts applied to the invoice.
- Invoice HandlAmt: This measure represents the handling charges included in the invoice total.
- Invoice Sales Amount: This measure represents the total sales amount before any taxes or charges are applied.
- Invoice Discount Amount: This measure represents the total amount of discounts applied to the invoice.
Available Visualizations
| View Name | Description |
|---|---|
| Project Invoices | Provides a detailed view of all invoices associated with each project |
| Unpaid Invoices | Displays all invoices that have not been paid within the specified timeframe |
| Overdue Invoices | Identifies invoices that are past their due date for payment |
| Paid Invoices | Shows a list of invoices that have been paid for each project |
| Invoice Summary | Offers a summarized overview of total invoiced amounts for each project |