HiFinance would like to identify unpaid invoices for schools visits. I have an existing Schools Visits dashboard which includes Order Paid Status, but I cannot add Payment Method as that field is not available in the Seats & Tickets cube.
I tried to create a new pivot table using the Finance cube, which does include Payment Method, but then Order Paid Status is not available in the Finance cube?!
I'm thinking this should be a fairly straightforward ask, so am I missing something? Does anyone else have a way to report on unpaid invoices?
Many thanksBest wishes
Dawn
Hi Dawn! We normally use the Invoice Detail report for viewing unpaid invoices, but we also have an invoice dashboard in Analytics. By using Debit Amt, Credit Amt, and Transaction Amt as the values in a pivot table with Payment Method Type and Payment Method as the rows, we get a picture of currently due invoices. The transaction amt is what matches the invoice due amt. Hope this helps!
Hi Dawn,
I had been struggling with this as well. I ended up using the Seats and Tickets Cube and the Total Ticket Unpaid Amount greater than /equal to 1 as the criteria.
I am new so I am not positive that that is the way, but it has started working for me.
Laurel
You could create a list based on Order Paid Status and check it for Analytics and then build your dashboard from the Finance Cube using that list as a filter. Use the Generate a List utility to schedule it to update daily and that should keep your dashboard up to date.
Thanks everyone, great suggestions, I'll see which works best for Finance.