Sales Trend

Lime Admin - Add-on Configuration

It's possible to configure several instances in case the Lime database has several invoice tables. The following properties have to be configured for each instance.

Mapping

Invoice

Parameter	Values	Database type	Comment	Default
limetypeInvoice	String	limetype	Table name of the invoice limetype	invoice
propertyInvoiceSum	String	decimal	Property for the sum of the invoice	invoice_sum
propertyInvoiceDate	String	date	Property for the date that the calculations are based on	invoice_date
propertyConversionrate	String	decimal	Property to convert the sum to the local currency	conversionrate
propertyCompany	String	belongsto	Relation property to company	company

Company

Parameter	Values	Database type	Comment	Default
limetypeCompany	String	limetype	Table name for the company limetype	company
propertyYtd	String	decimal	Property to save turnover from invoices this fiscal year	erp_turnover_yearnow
propertyLytd	String	decimal	Property to save turnover from invoices the same period last fiscal year	erp_turnover_lastyeartodate
propertyLastyear	String	decimal	Property to save turnover from all invoices last year	erp_turnover_lastyear
propertyYtdGrowth	String	decimal	Property to save calculated growth: (YTD / LYTD - 1) * 100	erp_ytdgrowth
propertySalestrend	String	option	Property to save calculated trend: YTD/LYTD. Options: empty, increasing, steady, decreasing	erp_salestrend

Settings

Parameter	Values	Comment	Default
name	String	Unique instance name	-
fiscalYearFirstMonth	String	First month of fiscal year (1-12)	-
turnoverDecreasingRate	decimal	Defines the rate for a decreasing sales trend. 0.8 means that a 20% turnover decrease from last year is considered steady, while more than that will turn the sales trend into decreasing.	0.8

Lime Admin - Web Component

Add the following config to the Table view of your Company limetype:

{
    "component": {
        "props": {},
        "name": "limebb-trend-indicator"
    },
    "property": "erp_ytdgrowth",
    "isDefault": true
}

Application Config

In order to enable a scheduled task that runs all turnover calculations every night, add the following application config.

For Cloud customers

Add this snippet to your config for your application in Cafe.

limepkg-erp-connector:
    daily_scheduled_job: True

For On-Premise Customer

Add this snippet to your application_config.yaml file and restart the Task Handler service afterwards.

<APPLICATION-NAME>:
  config:
    limepkg-erp-connector:
      daily_scheduled_job: True

Environment Config

For the scheduled task on-premise customers can overwrite their environment config to change the username, the language and the task schedule. Below you can see the default values:

plugins:
    limepkg_erp_connector:
        sales_trend:
            username: erpsync@lime,
            language: en_us,
            daily_schedule:
                hour: '1'
                minute: '10'

Copy this to the config file of the Task Handler service and adjust the values. The daily schedule is described as a Crontab and runs at 1:10AM daily by default. You can find more information on how to configure a Crontab schedule here.