dd edi claims report documents

8/14/2019 DD EDI Claims Report Documents

1/40

BI MSTR Detail Specifications

26835311.doc

Author: Michael Wall

Creation Date: August 7, 2006

Last Updated: December 23, 2009

Version: 1.0

Change Record

Date Author Version

Change Description

8/7/2006 MichaelWall

1.0 Initial creation

26835311.doc Page 1 12/23/09


2/40


ReportName

EDI Claims Report

BASIC PROPERTIESLocation: \Business Intelligence Solution\Public Objects\Claims Reports

Description: Shows EDI 812 information for a customer

REPORT OBJECTS --

If New Report Object then fill in corresponding object definition later in Document!!!

REPORTOBJECTS

Object Type Location Existing/New/Comments

Customer Attribute Attributes/Claims Detail Attributes/EDI Existing - Add table to attribute

AdjustmentNumber

Attribute Attributes/Claims Detail Attributes/EDINew

Adjustment Date Attribute Attributes/Claims Detail Attributes/EDI NewTranslation Date Attribute Attributes/Claims Detail Attributes/EDI New

Dept Number Attribute Attributes/Claims Detail Attributes/EDI New

EDI InvoiceNumber

Attribute Attributes/Claims Detail Attributes/EDI New

EDI Invoice Date Attribute Attributes/Claims Detail Attributes/EDI New

EDI PO Number Attribute Attributes/Claims Detail Attributes/EDI New

EDI SKU Number Attribute Attributes/Claims Detail Attributes/EDI New

EDI UOM Attribute Attributes/Claims Detail Attributes/EDI New

EDI UPC Number Attribute Attributes/Claims Detail Attributes/EDI New

Claimed QTY Metric Metrics/Claims Details/EDI New

26835311.doc Page 2 12/23/09


3/40


Unit Price

Metric

Metrics/Claims Details/EDI

New

AdjustmentAmount

Metric

Metrics/Claims Details/EDI

New

FILTER

ReportFilter:

Select Translation Date,Select Customer,Select EDI Invoice Date,Seledt EDI PO Number

View Filter: None

26835311.doc Page 3 12/23/09


4/40


Facts

Fact NameClaimed Qty

BASIC PROPERTIES

Location: \Business Intelligence Solution\Schema Objects\Facts\Claims Details\EDI

EXPRESSIONS

EXPRESSIONMAPPINGMETHOD

SOURCE TABLES

CLAIMED_QTY Manual FACT_CLAIMS_EDI812

COLUMN ALIAS

Name: CLAIMED_QTY

Data type: Numeric

Scale: 0

Fact Name

Unit Price

BASIC PROPERTIES


EXPRESSIONS

EXPRESSIONMAPPINGMETHOD SOURCE TABLES

UNIT_PRICE Manual FACT_CLAIMS_EDI812

26835311.doc Page 4 12/23/09


5/40


COLUMN ALIAS

Name: UNIT_PRICE

Data type: Numeric

Scale: 0

Fact Name

ADJ Amt

BASIC PROPERTIES


EXPRESSIONS


SOURCE TABLES

ADJ_AMT Manual FACT_CLAIMS_EDI812

COLUMN ALIAS

Name: ADJ_AMT

Data type: Numeric

Scale: 0

Fact Name

Handling Charge

BASIC PROPERTIES


EXPRESSIONS


SOURCE TABLES

26835311.doc Page 5 12/23/09


6/40


HANDL CHRG Manual FACT_CLAIMS_EDI812

COLUMN ALIAS

Name: HANDL CHRG

Data type: Numeric

Scale: 0

Attributes

AttributeName

Buyers Adjustment Number

BASIC PROPERTIESLocation: \Business Intelligence Solution\Schema Objects\Attributes\Claims Detail Attributes\EDI

ATTRIBUTE FORMS

FORM NAME FORM CATEGORY FORMAT TYPE COLUMN ALIAS

ID ID Number

ATTRIBUTE FORM DETAILS

FormName:

ID

26835311.doc Page 6 12/23/09


7/40


PROPERTYVALUE

EXPRESSION MAPPING METHOD SOURCE TABLES

BUYERS ADJ NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE

Report display forms ID

Browse forms ID

AttributeName

Sellers Adjustment Number

BASIC PROPERTIES

Location: \Business Intelligence Solution\Schema Objects\Attributes\Claims Detail Attributes/EDI

ATTRIBUTE FORMS


ID ID Number


Form

Name:

ID

PROPERTY VALUE


SELLERS_INV_NUM Manual FACT_CLAIMS_EDI812

26835311.doc Page 7 12/23/09


8/40


Form category

ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

Attribute

NameSELLERS INV DATE

BASIC PROPERTIES

Location: \Business Intelligence Solution\Schema Objects\Attributes\Claims Detail Attributes\EDI

ATTRIBUTE FORMS


ID ID Number

DESC DESC Date


FormName:

ID

PROPERTY VALUE


SOURCE TABLES

SELLERS_INV_DATE

JDE_FISCAL_DATE_ID

Manual FACT_CLAIMS_EDI812

AV_EDI_SELL_LU_FISCAL_DATE

Form category ID

Formdescription

Default sort None

26835311.doc Page 8 12/23/09


9/40


FormName:

DESC

PROPERTY VALUEEXPRESSION MAPPING METHOD SOURCE TABLES

CALENDAR_DATE Manual AV_EDI_SELL_LU_FISCAL_DATE

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE

Report display forms DESC

Browse forms DESC

AttributeName

Buyers Invoice Date

BASIC PROPERTIES

Location: \Business Intelligence Solution\Schema Objects\Attributes\Claims Detail Attributes/EDI

ATTRIBUTE FORMS


ID ID Number

DESC DESC Date


FormName:

ID

PROPERTY VALUE


SOURCE TABLES

26835311.doc Page 9 12/23/09


10/40


BUYERS_INV_DATEJDE_FISCAL_DATE_ID

Manual FACT_CLAIMS_EDI812AV_EDI_BUY_LU_FISCAL_DATE

Form category ID

Formdescription

Default sort None

FormName:

DESC

PROPERTY VALUE

EXPRESSION MAPPING METHOD SOURCE TABLESCALENDAR_DATE Manual AV_EDI_BUY_LU_FISCAL_DATE

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms DESC

AttributeName

Buyers PO Date

BASIC PROPERTIESLocation: \Business Intelligence Solution\Schema Objects\Attributes\Claims Detail Attributes\EDI

ATTRIBUTE FORMS


ID ID Number

DESC DESC Date

26835311.doc Page 10 12/23/09


11/40



FormName:

ID

PROPERTY VALUE


SOURCE TABLES

BUYERS PO DATEJDE_FISCAL_DATE_ID

Manual FACT_CLAIMS_EDI812AV_EDI_PO_LU_FISCAL_DATE

Form category IDForm description

Default sort None

FormName:

DESC

PROPERTY VALUE


CALENDAR_DATE Manual AV_EDI_PO_LU_FISCAL_DATE

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms DESC

AttributeName

26835311.doc Page 11 12/23/09


12/40


Transmit Date

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID Number

DESC DESC Date


FormName: ID

PROPERTY VALUE


SOURCE TABLES

TRANSMIT DATEJDE_FISCAL_DATE_ID

Manual FACT_CLAIMS_EDI812AV_EDI_TRANS_LU_FISCAL_DATE

Form category ID

Form

description

Default sort None

FormName:

DESC

PROPERTY VALUE


SOURCE TABLES

CALENDAR_DATE Manual AV_EDI_TRANS_LU_FISCAL_DATE

Form category IDFormdescription

Default sort None

DISPLAY

26835311.doc Page 12 12/23/09


13/40


PROPERTY VALUE


Browse forms DESC

AttributeName

Handling Code

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


HANDLING CODE Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUEReport display forms ID

Browse forms ID

AttributeName

Memo Type

26835311.doc Page 13 12/23/09


14/40


BASIC PROPERTIES

Location: \Business Intelligence Solution\Schema Objects\Attributes\Claims DetailAttributes\EDI

ATTRIBUTE FORMS


ID ID text


FormName:

ID


MEMO TYPE Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Buyers PO Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text

26835311.doc Page 14 12/23/09


15/40



FormName:

ID

PROPERTY VALUE


BUYERS_PO_NUM Manual FACT_CLAIMS_EDI812


Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Internal Vendor Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE

26835311.doc Page 15 12/23/09


16/40



INTERNAL_VEND_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE

Report display forms IDBrowse forms ID

AttributeName

Check Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


CHECK_NUM Manual FACT_CLAIMS_EDI812

Form category ID

26835311.doc Page 16 12/23/09


17/40


Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Dept Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


DEPT_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

26835311.doc Page 17 12/23/09


18/40


PROPERTY VALUE


Browse forms ID

AttributeName

PROMO Deal Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


PROMO_DEAL_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

26835311.doc Page 18 12/23/09


19/40


AttributeName

Return Authorization

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


RETURN_AUTH_AUTH Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Contact Code

26835311.doc Page 19 12/23/09


20/40


BASIC PROPERTIES

Location: \Business Intelligence Solution\Schema Objects\Attributes\Claims DetailAttributes\EDI

ATTRIBUTE FORMS


ID ID text


FormName:

ID


INTERNAL_VEND_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Contact Name

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text

26835311.doc Page 20 12/23/09


21/40



FormName:

ID

PROPERTY VALUE


CONTACT_NAME Manual FACT_CLAIMS_EDI812


Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Contact Phone

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE

26835311.doc Page 21 12/23/09


22/40



CONTACT_PHONE Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


AttributeName

Contact Fax

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


CONTACT_FAX Manual FACT_CLAIMS_EDI812

Form category ID

26835311.doc Page 22 12/23/09


23/40


Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Contact Email

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


CONTACT_EMAIL Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

26835311.doc Page 23 12/23/09


24/40


PROPERTY VALUE


Browse forms ID

AttributeName

Dunns Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


SI_DUNNS_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

26835311.doc Page 24 12/23/09


25/40


Store Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


Form

Name:

ID

PROPERTY VALUE


STORE_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Contact Phone

BASIC PROPERTIES


ATTRIBUTE FORMS


26835311.doc Page 25 12/23/09


26/40


ID ID text


FormName:

ID

PROPERTY VALUE


CONTACT_PHONE Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

CD Flag code

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

26835311.doc Page 26 12/23/09


27/40


PROPERTYVALUE


CD_FLG_CDE Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Resp Code

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName: ID

PROPERTY VALUE


RESP_CODE Manual FACT_CLAIMS_EDI812

26835311.doc Page 27 12/23/09


28/40


Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

Attribute

NameUnit of Measure

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


UOM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

26835311.doc Page 28 12/23/09


29/40


PROPERTY VALUE


AttributeName

Price code

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


PRICE_CODE Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

26835311.doc Page 29 12/23/09


30/40


AttributeName

Buyers Catalog Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


BUYERS_CAT_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Buyers SKU number

BASIC PROPERTIES


26835311.doc Page 30 12/23/09


31/40


ATTRIBUTE FORMS

FORM NAME FORM CATEGORY FORMAT TYPE COLUMN ALIASID ID text


FormName:

ID

PROPERTY VALUE


BUYERS_SKU_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Buyers UPC Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text

26835311.doc Page 31 12/23/09


32/40



FormName:

ID

PROPERTY VALUE


BUYERS_UPC_NUM Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Buyers Prod Desc

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE

26835311.doc Page 32 12/23/09


33/40



BUYERS_PROD_DESC Manual FACT_CLAIMS_EDI812

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE


AttributeName

GLN Number

BASIC PROPERTIES


ATTRIBUTE FORMS


ID ID text


FormName:

ID

PROPERTY VALUE


GLN_NUM Manual FACT_CLAIMS_EDI812

Form category ID

26835311.doc Page 33 12/23/09


34/40


Form description

Default sort None

DISPLAY

PROPERTY VALUE


Browse forms ID

AttributeName

Adjustment Reason

BASIC PROPERTIES


ATTRIBUTE FORMS


SRCCD ID Text

DESC DESC Text


FormName:

SRCCD

PROPERTY VALUE


ADJ RSN CDEN902_127_REFIDREF_ID

Manual FACT_CLAIMS_EDI812LU_ADJ_REAS_CODE


Default sort None

FormName:

DESC

PROPERTY VALUE

26835311.doc Page 34 12/23/09


35/40



DESCRIPTION Manual LU_ADJ_REAS_CODE

Form category ID

Form description

Default sort None

DISPLAY

PROPERTY VALUE

Report display forms SRCCD

Browse forms SRCCD

Filters

Filter Name

Select Transmit date Range

BASIC PROPERTIES

Location: \Business Intelligence Solution\Public Objects\Filters\

EXPRESSION

Transmit date (DESC) between ????? and ?????

Filter Name

Select Buyers PO Date Range

BASIC PROPERTIES


EXPRESSION

Buyers PO Date (DESC) between ????? and ?????

Filter Name

Select Buyers Adjustment Date Range

26835311.doc Page 35 12/23/09


36/40


BASIC PROPERTIES


EXPRESSIONBuyers Adjusment Date (DESC) between ????? and ?????

Filter Name

Select Sellers Inv Date Range

BASIC PROPERTIES


EXPRESSION

Sellers Inv Date (DESC) between ????? and ?????

Filter Name

Select Adjustment Reason

BASIC PROPERTIES


EXPRESSION

Choose from all elements of Adjustment Reason

Metrics

MetricName

Claimed Qty

BASIC PROPERTIES

Location: \Business Intelligence Solution\Public Objects\Metrics\\

Description:

DEFINITION

Metric type Simple

Formula Sum(Claimed Qty)

Dimensionality

Condition

26835311.doc Page 36 12/23/09


37/40


Transformation

(nothing)

MetricName

Unit Price

BASIC PROPERTIES


Description:

DEFINITION

Metric type Simple

Formula Sum(Unit Price)

Dimensionality

Condition

Transformation (nothing)

MetricName

Adjustment Amt

BASIC PROPERTIES


Description:

DEFINITION

Metric type Simple

Formula Sum(ADJ Amt)

Dimensionalit

yCondition

Transformation

(nothing)

26835311.doc Page 37 12/23/09


38/40


MetricName

Handling Charge

BASIC PROPERTIES


Description:

DEFINITION

Metric type Simple

Formula Sum(Handling Charge)

Dimensionality

Condition

Transformation

(nothing)

26835311.doc Page 38 12/23/09


39/40


26835311.doc Page 39 12/23/09


40/40


Appendix

Screen Layout attachment:

o

EDI 812 Reportdefinition