Payment Report
In payment reports, you can pull additional detail attributes from CGCloud__Tactic_Product_Condition__c, and to do so maintain the list of attributes in RTR configuration with usage Tactic Product Condition Attribute Metadata. These attributes can be added in the report at the detail level (such as tactic or product). These are simple attributes and can't be used to control the grouping or sorting of rows.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Example
{
"datasources": [
{
"name": "PromotionTacticPaymentMeasures"
}
],
"attributes": {
"paymentdimension": [
{
"name": "paymentstatus",
"label": "Payment Status"
},
{
"name": "amount",
"label": "Amount"
},
{
"name": "paymenttype",
"label": "Payment Type"
}
],
"promotiondimension": [
{
"name": "phase",
"label": "Promo Phase"
},
{
"name": "datefrom",
"datatype": "datetime",
"label": "Date From",
"sort": 1
},
{
"name": "datethru",
"datatype": "datetime",
"label": "Date Thru"
}
],
"tacticdimension": [
{
"name": "type",
"label": "Tactic Type"
},
{
"name": "datefrom",
"label": "Date From",
"datatype": "datetime"
},
{
"name": "id",
"label": "Name"
}
],
"productdimension": [
{
"name": "category",
"label": "Category"
},
{
"name": "brand",
"label": "Brand"
},
{
"name": "product",
"label": "Product"
}
],
"tacticproductconditionattr": [
{
"name": "status",
"label": "Condition Status"
},
{
"name": "value",
"label": "Condition Value"
}
],
"timedimension": [
{
"name": "Total"
}
],
"kpidimension": [
{
"name": "Plan",
"type": "filter",
"measures": [
{
"name": "PayPaymentAmount",
"label": "Payment Amount"
},
{
"name": "FixedAmountLumpSum",
"label": "Tactic Fixed Lumpsum"
},
{
"name": "VariableAmountPriceCut",
"label": "Tactic Variable Price Cut"
}
]
}
]
},
"filters": [
{
"label": "Period",
"type": "multiselect",
"source": "PeriodYear",
"name": "periodyear"
},
{
"type": "multiselect",
"name": "accountsfids",
"label": "Accounts",
"source": "PlanAccounts"
},
{
"type": "multiselect",
"label": "Categories",
"level": "category",
"name": "productsfids",
"source": "Products"
},
{
"type": "singleselect",
"name": "kpigroup",
"label": "Measure group",
"source": "KPIGroup"
},
{
"type": "multiselect",
"name": "promo_phase",
"label": "Status",
"source": "PromotionPhase"
},
{
"type": "multiselect",
"name": "promo_templatesfid",
"label": "Promotion Templates",
"source": "PromotionTemplate",
"defaultValue": "<<FIRST_VALUE>>"
}
],
"uimapping": {
"FlatList": {
"rowdims": [
"promotiondimension",
"tacticdimension",
"paymentdimension",
"productdimension",
"timedimension"
],
"coldims": [
"kpidimension"
],
"grouping": {
"rows": [
[
"phase"
],
[],
[],
[
"category",
"brand"
],
[
"Total"
]
],
"cols": [
[]
]
},
"layout": {
"configuration": [
{
"rowtypefilter": [
0,
1,
2,
3,
4,
5,
"0-P"
],
"columns": [
{
"label": [
"Promotion"
],
"values": [
"promotiondimension.phase",
"promotiondimension.id"
],
"format": [
"string",
"string"
],
"style": {
"width": "120px"
},
"mode": "hierarchy",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Tactic"
],
"values": [
"tacticdimension.type",
"tacticdimension.id"
],
"format": [
"string",
"string"
],
"style": {
"width": "170px"
},
"mode": "hierarchy",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Promotion Datefrom",
"Promotion Datethru"
],
"values": [
"promotiondimension.datefrom",
"promotiondimension.datethru"
],
"format": [
"MM/DD/YYYY",
"DD.MM.YYYY"
],
"style": {
"width": "120px"
},
"mode": "lines",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Tactic Datefrom"
],
"values": [
"tacticdimension.datefrom"
],
"format": [
"WW/YYYY"
],
"style": {
"width": "120px"
},
"mode": "lines",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Payment"
],
"values": [
"paymentdimension.type",
"paymentdimension.id"
],
"format": [
"string",
"string"
],
"style": {
"width": "170px"
},
"mode": "lines",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Condition Details"
],
"values": [
"tacticproductconditionattr.status",
"tacticproductconditionattr.value"
],
"format": [
"string",
"number"
],
"style": {
"width": "170px"
},
"mode": "lines",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Product"
],
"values": [
"productdimension.category",
"productdimension.brand",
"productdimension.id"
],
"format": [
"string",
"string",
"string"
],
"style": {
"width": "100px"
},
"mode": "hierarchy",
"fixed": true,
"coltype": "attribute"
},
{
"format": [
"number"
],
"style": {
"width": "150px"
},
"mode": "value",
"fixed": false,
"coltype": "value"
}
]
}
],
"colstyles": {
"product": {
"bgColor": "#dddddd",
"width": "200px"
},
"time": {
"bgColor": "#eeeeee",
"alignment": "right",
"width": "150px"
},
"kpi": {
"width": "150px"
}
},
"rowstyles": {
"group6": {
"bgColor": "grey",
"fontColor": "white",
"fontStyle": "600"
}
}
}
}
}
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