Financial Elements Summary Data Producer

Follow

Reid Strange

• December 16, 2023 02:16

I'm trying to create a report that uses the Financial Element Summary Data Producer, because it sounds like it will return data about a document tree.  Specifically, I'm trying to get the child elements for a given quote using this data producer.

Its description reads:
"Special producer that aggregates financial data for an entire project tree. Useful for combining financial information from multiple Quotes or Invoices associated with a project."

This makes me think it might provide the data I'm looking for.

However, I can't figure out how to get this data producer to work.  Its parameters seem odd, since they make me think this is some kind of definition-level data producer, which doesn't seem like it would be very useful for getting the documents related to a specific project.  For quick reference they are:

PROJECT_ELEMENT_DEFINITION_ID, STATUS, CLIENT, DUE_BEFORE, DUE_AFTER, PERSON_RESPONSIBLE

Even when I provide a value for all of these parameters, I'm just getting a blank response from the endpoint.  When I've used other data producers like  data-producer-financial-document, or data-producer-financials-budget-summary in the past, I have received the expected XML data.

I'm just wondering if anyone has ever used this data producer, and had any success with it.  Thanks!

0

• 

  Randy - Flex Staff

  • December 19, 2023 17:47

  Hi Reid,

  I'd start by checking our Embedded Report "Budget Summary Look A." Also, looks D and E as they all use this data producer.

  That being said, details about what you're looking to do would help. I typically recommend against data-producer reports if you're able to write the SQL. The primary reason is that the data-producers run through code and, for now anyway, that means the Flex4 backend which means it might do some stuff you don't expect (re-calculate and store values, for example).

  0

  Comment actions Permalink
• 

  Benjamin 'Bigs' Coppel

  • December 21, 2023 05:10

  Hi Reid,
  The custom reports team at Square Wave only authors SQL reports and avoids the data producers as we’ve found they create more problems than they solve. But we certainly have the capability to show the project tree in various ways in a custom report.

  Check out some of our popular reports at www.squarewave.com.au and reach out to hello@squarewave.com.au if you’d like to discuss a custom solution to your particular problem.

  Cheers,
  Bigs
  Endorsed Flex Consultant
  www.squarewave.com.au

  0

  Comment actions Permalink
• 

  Reid Strange

  • February 06, 2024 19:57

  Thank you both for your helpful responses!  We ended up finding a way to get what we needed.  

  0

  Comment actions Permalink

Please sign in to leave a comment.