Divide Customers based on Aging Bucket
Is there any way we can split the customers of different profile class having different aging buckets defined?
Hmmm.... you can put me in the "Ancient" bucket. :-)
By the way, what is an "aging bucket"?
Similar Messages
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Create aging bucket in BEx - based on date variable
Hi everyone,
I have a report for which we need to create account receivable aging bucket to classify arrears (1>29 / 30>59 / etcu2026).
Our solution overall architecture is the following :
Source System (SAP) > BW back end...Multiprovider > Super BEx Query > Universe > Webi Report
BW 7.0
BO XI 3.2 SP3.0
In this report, each bucket is defined by the difference between:
- the Net Due Date (which is the due date of payment of the invoice)
- and the Current Date (date for which the report is run u2013 can be the date of the day or a date in the past)
We can develop this either in BEx or in Webi, but to avoid potential performance issues in Webi, we take the try to develop this in BEx.
As you can easily imagine, this BEx query will be used for many reportsu2026so not only for this specific report.
What weu2019ve done so far:
1- We created a variable to prompt the user with the date he wants to run the report for
- ZTEST is an optional variable, single value, User input, based on characteristic 0CALDAY
2- We developed RKF in BEx
- Key Figure restricted by Amount
- Net Due Date restricted by the variable ZTEST using the between function and an offset (to determine the range)
=> When we save the query we are getting a warning message saying u201CVariable ZTEST for characteristic Net Due Date has been converted to a required entryu201D
Why? (you probably knowu2026) Because my RKF is using a variable with an offsetu2026which automatically turn on my variable as mandatory and no more as optional.
Consequences:
- In BEx: My variable, which is required to be optional (because we donu2019t have to have this field as mandatory for each and every report running on top of this query) is now mandatory.
- In Webi: If I use the variable (funnel in webi), my report is working fineu2026but if I donu2019t use it in the webi report, I get an error message saying u201Cvalue required for ZTESTu201D
o Funnel is configured as optional in the universe designer (so the issue is not coming from here)
=> 2 consequencesu2026same issue
Question: What can we do to keep our bucket logic running in BEx and avoid this variable to become mandatory?
Solutions (potential)
- Create a custom exit routine to work around this issue u2013 how?
- Create CKF/Custom exit to create our bucket (using ZTEST as an entry value to determine the range) and then use the created range in our RKF to restrict the amount u2013 how? Not so easyu2026
- Build the logic in Webi
- Any other suggestions?
Here we are, any advice would be really appreciated
Thank you guys
Regards
HenriHi peeps,
We finally find a solution for this problem! So I can share it with you.
The overall solution is pretty easy to understand.
1st step is to prompt with the user with a 0DATE variable. The date selected becomes a date input for the next step.
The variables is defined as a range [01/01/1900;variable_value)...in order to retrieve the right data set.
2nd step is to use this date to create our aging bucket, dates range.
To do so, we created 4 user exit variables (for each aging bucket).
3rd step is to use these ranges in RKF.
This way you get aging bucket dynamically defined by the user input pretty cool!
Regards
H -
Hi gurus,
I am creating an A/R aging queries to age open items in 30days buckets( 0-30days, 31-60days,61-90 days and 91days+).My logic for each buckets is below ..
eg -- 31-60days bucket (Key fig)- Item status- Open
Posting date - <= posting date(Variable)
Net due date - btw -31 to -60 days, using offsets
on the key due date variable
(2nd Key fig)- Posting date- <= Posting date(variable)
Net due date - btw -31 to -60 days, using offsets
on the key due date variable
Clearing date-- > Clearing date
Then for the 31-60 days bucket, I now add both key figures together.
The logic is working fine but I just found out that there are a few plants that the buckets are not aging the data correctly like it is in R/3 because some of the customers make partial payment and in R/3 they are moved from an aging bucket to a current one after the partial payment has been made,but BW is looking at the original invoice posting date and not recognising the date that the partial payment was made.
How do I make BW to recognise the partial payment date when a partial payment has been made for the aging instead of the original posting date?
I hope this was not too confusing.
ThanksHi Kartikey,
Thanks for the response. I am not calculating the subtotals at the in the query definition and the sub totals are based on the info object 0customer's setting in the query designer to suppress the result rows. In RSRT also I am unable to get the sub totals.
If I remove the calculations (aging buckets) and display direct key figure in the columns, I am able to get the sub totals.
Is there any specific reason why the sub totals can not be calculated if the columns are calculated key figures/new formula.
Can any one let me know how to fix the sub totals.
Thanks -
How can the dunning letter shows O/S amt and corresponding aging bucket?
Hi,
I am going to implement the dunning letter setup in R12. Our user request to have the dunnng letter layout which should show all regular dunning details but also the aging info of the outstanding invoices, i.e. which aging bucket the outstanding amount will be shown. Anybody have idea and help? Thanks a lot.
EdmondThank you Nagarajan. I have a dunning letter created in Crystal Reports for our client. It is fairly limited in scope, it just has the customer name and address, invoice numbers and dates, amounts due and the text they wanted in it.
I can import it into B1 9.0 and set it as the default for Dunning Letter #1 and it runs, but unlike other formats where there is a DocEntry and/or ObjectID and a ?DocKey@ or ?ObjectId@ parameter, how do I limit the report to just one customer? Typical document layouts run for the document that's on the screen. In the dunning process, the report runs once for every customer when the Dunning Letter Method is set to "One Letter per BP". I have to limit the report to one customer at a time. Right now, each dunning letter based on the Crystal report is identical and it contains all the data for every customer.
So, does anyone have any ideas for what selection criteria needs to be included in the Crystal report to have it select just one customer from the dunning wizard tables? Thanks.
Michael
Edit: I created a ?WizardID@ parameter and a ?CardCode@ parameter to limit the report to a single dunning wizard event and a single customer. While it works fine in Crystal itself, it doesn't work in B1 at all. I had thought that by limiting the report in this way, it would only create dunning letters for a single customer. -
Hi all,
I need to solve it by using procedure.
I have follwoing table:-
Item NO|Date|Lot_No|Location|Quantity|Barcode No|State
I need to create age bucket with 0-10 days,10-20 days and 20-30 days based on dynamic date.
suppose i Pass @date='2010/2/1'
Then i need to calculate 0-10 days(21jan-31 jan[Last 10 days])
,10-20(11jan-20 jan) days and 20-30(1jan-10jan) days
then my output is like:-
Item NO|Lot_No|Location|Quantity|Barcode No|State|0-10 days|10-20 days|20-30 dayssuppose the data:-
Item NO| Date |Lot_No |Location|Quantity|Barcode No| State
1 2010/1/1 1 Delhi 10 B1 New Delhi
1 2010/1/5 1 Delhi 05 B1 New Delhi
2 2010/1/5 3 Punjab 10 B5 Chandi
1 2010/1/11 1 Delhi 10 B1 New Delhi
1 2010/1/17 1 Delhi 10 B1 New Delhi
2 2010/1/18 3 Punjab 10 B5 Chandi
1 2010/1/21 1 Delhi 10 B1 New Delhi
1 2010/1/30 1 Delhi 15 B1 New Delhi
Expected Output:-
Note:-Grouping should be done On Item NO,Lot_No,Location and Barcode No
Item NO|Lot_No|Location|Barcode No|State |0-10 days|10-20 days|20-30 days
1 1 Delhi B1 New Delhi 15 20 25
2 3 Punjab B5 Chandi 10 10 0 -
Customize AP Trial Balance XML Data Definition for adding Aging Buckets
Hi
I have to customize AP Trial Balance Report XML Data Definition Template for adding Aging Buckets & Supplier details in R12 , Could you let me know how i can modify XML file?
Thanks
PravinHi,
My requirement is different from the one which is in below link.
I need to add Aging Buckets & Supplier details to AP Trial Balance report (R12) , here i need to modify the XML Data definition template.
Please help me, very urgent.
Thanks
Pravin -
AR - Aging Bucket report Customisation
I have a requirement from end users to be able to run an aged debt report for any date range in the past e.g. From 01-Jan-2008 to 01-Jan-2013.
Aging Bucket report only has, "As of date" field in the parameters.
Is it possible to add additional parameters to this report?Hi.
I don't believe such parameter can be included in the Aging reports. According to the user manual, the design of the report is to:
Receivables includes all open items whose GL date is before or the same as the date you enter, and whose GL date closed is after the date you enter. The default is the current date.
Besides, such parameter would cause debts to be excluded from the balance.
Octavio -
Aging Bucket - Account Receivable
I wanted to create a Aged Report. e.g:
0-30 31-60 61-90 91+
Invoice 1 100
Invoice 2 300.8
I know how to calculate days difference. But I dont know how to put the amount under this certain aging bucket. I tried to use decode function but it doesnt work.
ThanksI haven't given the complete code here, but this is how you can do it.
SELECT
I.trx_number invoice_number
,ps.amount_due_remaining payment_due
, decode(floor(floor(sysdate-ps.due_date)/31)
,0,nvl(ps.amount_due_remaining,0),0) Days_0_to_30
, decode(floor(floor(sysdate-ps.due_date)/31)
,1,nvl(ps.amount_due_remaining,0),0) Days_31_to_60
, decode(floor(floor(sysdate-ps.due_date)/31)
,2,nvl(ps.amount_due_remaining,0),0) Days_61_to_90
, nvl(decode(floor(floor(sysdate-ps.due_date)/31)
,0,0,1,0,2,0,0,0,nvl(ps.amount_due_remaining,0)),0) Days_90_plus
FROM AR.ra_customers C
, AR.ra_customer_trx_all I
, ar.ar_payment_schedules_all ps
WHERE C.customer_id = I.bill_to_customer_id
AND ps.due_date < sysdate
and ps.amount_due_remaining > 0
and i.customer_trx_id = ps.customer_trx_id -
Classyfying the customers based on their sales
Hi,
I have report showing the cutomers and the sales units to them
for example:
customer sales
A 200
B 300
C 50
D 100
how can i grade the customers based on their sales, for example
Grading customer sales
Gold >=300 B 300
Sub total 300
silver >100 & <300 A 200
sub total 200
Bronze <=100 C 50
D 100
sub total 150
Could anyone please help me
Message was edited by:
rapo
Message was edited by:
rapoThanks ganesh and ramesh,
Thanks for your inputs.
By exceptions, i can get classigy them and even color them and sort them but i cannot get the sub totals for each classification.
Ramesh, can you please clarify in detail how this can be done by using the formula.
thanks and regards -
Hello,
we are trying to print customer aging bucket on monthly statement by print program RFKORD10. in customer due date list, i entered the break down days as 30, 60, 90 and etc. But when i run RFKORD10, the structure RF140 is not updated with the breakdown amount I am looking for. Is there any specific step I have to go through to have the RF140 updated correctly? or how I can make the aging bucket works by the standard print program?
thanks,there is no specific setting for this aging program.
its just a standard program by SAP.
for more information, just click on the 'i' icon in the program execution screen.
Regards
Anantha -
What is aging bucket and charge backs in receivables?
Hi
Iam new to oracle apps.
what is aging bucket and charge backs in receivables?
help me to learn basic terms of receivables?Chargebacks
http://download.oracle.com/docs/cd/A60725_05/html/comnls/us/ar/teches12.htm
Aging Buckets
http://download.oracle.com/docs/cd/A60725_05/html/comnls/us/ar/system08.htm
Regards,
Srini -
Join between Header & Detail tables based on age and group
To find the age & group amount in detail table based on age & group_id in header ?
Example: Let's take the seq_id =1 from header,it has age= 60 & group_id=23 (23 Months).
In the detail table xx_detail,the age column represents the age of the person (0-65 represents the age in between 0 to 65 and so on).
If the age is null,then that row indicates the group (0-12 represents the group in between 0 to 12 months ).If the age is not null,then the group1,group2,group3 have the amounts data.
So Now i have to get the amount as 240(as my header seq_id=1,age=60,group_id=23 as it falls under 0-65 age & 13-59 group ).So i need a sql query to find the correct amount in detail based on header record. We have to pass the parameters age & group_id and get the amount from detail tables.Can anyone provide inputs how to achive this in the simplest way.
SQL> select * from v$version
2 /
BANNER
Oracle Database 11g Enterprise Edition Release 11.2.0.3.0 - 64bit Production
PL/SQL Release 11.2.0.3.0 - Production
CORE 11.2.0.3.0 Production
TNS for Linux: Version 11.2.0.3.0 - Production
NLSRTL Version 11.2.0.3.0 - Production
SQL> desc xx_header;
Name Null? Type
SEQ_ID VARCHAR2(6)
AGE NUMBER
START_DATE DATE
GROUP_ID NUMBER
SQL> select * from xx_header;
SEQ_ID AGE START_DATE GROUP_ID
1 60 01-JAN-12 23
2 89 01-JAN-12 23
3 95 01-JAN-12 23
SQL> desc xx_detail;
Name Null? Type
SEQ_ID VARCHAR2(10)
AGE VARCHAR2(10)
GROUP1 VARCHAR2(10)
GROUP2 VARCHAR2(10)
GROUP3 VARCHAR2(10)
SQL> select * from xx_detail;
SEQ_ID AGE GROUP1 GROUP2 GROUP3
1 0-12 13-59 60-126
1 0-65 120 240 300
1 66-135 100 80 400Hi,
Is this the same question that you asked 3 days ago
https://forums.oracle.com/thread/2606197
Whether it is or not, post the information requested in that message, which is also listed in the Forum FAQ:
https://forums.oracle.com/message/9362002
If it is the same question, don't post a new thread. Mark this thread as "Answered" right away, and continue in the original thread. -
Email customers based on data in a webapp
Hi all
A question - Is BC capable of emailing customers based on data in a webapp that was submitted by that customer?
ThanksLike send a different workflow given the choice one makes on a form. If so then yes. You will need to use a little jQuery to make it work right.
http://helpx.adobe.com/business-catalyst/partner/create-workflow-notification.html#id_2285 7
Basicly you would set it up so that when you get the data you want you would select the right workflow in the background.
Or just change the text on the dropdown and let them choose that way.
<select name="WorkflowList">
<option value=ID1>Option One</option>
<option value=ID2>Option Two</option>
<option value=ID3>Option Three</option>
</select>
OR --- I'm way off and you require a different solution? -
Generate Succession Planning based on age profiles, demographics, competenc
Hi All,
Is SAP is capable of
Capability to generate Succession Planning based on age profiles, demographics, competences
Thanks
SDyes
-
BI Report based on Age bands?
Hi all,
I need to create a simple OBIEE report on the sales made by sales persons based on the age band:
Eg:
Sales Person Sales
Age 25 - 35 --> 30000 units
Age 36 - 45 --> 10000 units
Age 46 - 55 --> 5000 units
Age 56 - 65 --> 20000 units
I have the "*Date_ of_Birth*" field in the SalesPerson_Dimension and the No_units_sold by a sales person in the Fact table.
My big question is how to create Age Bands in OBIEE?
Appreciate your help.You create a logical collumn 'Age Band' in a Logical Dim table. Use whatever physical table is holding your DOB columm as the LTS for this dimension. For the mapping to the LTS do something like :
CASE
WHEN TIMESTAMPDIFF( SQL_TSI_DAY , CURRENT_DATE , physical_table.dob_column) <= 20 THEN '0-20'
WHEN TIMESTAMPDIFF( SQL_TSI_DAY , CURRENT_DATE , physical_table.dob_column) <= 30 THEN '21-30'
ELSE '100+'
END
You really want this field in a logical dim as you typically want to group by it. If the DOB column is in a fact table dont worry, just use that fact table as the LTS table and do the ususal complex join for this dimension to the fact as normal in the BMM layer.
Dont forget a hierarchy, good practice even if no true levels, Total -> Detail with your age band as the detail. Also dont forget your content levels in the LTS content tab.
So all the logic for assigning the bands is performed on each row.
If your having probs let us know !
Cheers
Alastair
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