1. General
EBM stands for "Electronic Business Management".
The purpose of EBM reporting is the reporting of key figures from your company. This can be everything from chart of accounts and info about items in stock, to detailed info about time spent in the workshop on a specific type of vehicle. This is exported to a file which can be loaded into other systems for further processing.
2. Create a report setup
Navigate to "Import/export" from the main menu, and select the "EBM reporting" tab. To create a new report setup, go to the "EBM Report setup" tab and add a new by clicking the add button (+).
Image 2.1
Column | Description |
---|---|
Description | The name or description of the report setup. |
Delimiter | The delimiter used in the generated file. |
Filename | The filename of the file (including file-extension). |
No incoming balances | Used not to include incoming balances in the auto-generated chart of accounts when using "Year-to-Date". |
Sort by report group | With this enabled the sort order in the report will be by report group first, then by code. The same sort order is used in the codes grid (UI). |
Table 2.1
Here is the report setup of the example we will be following in this article, named "Manual detailed".
Image 2.2
Click the expand arrow at the far left side of the grid to display a grid for specification of report columns which determines the layout of our exported file.
Image 2.3
Column | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Column order | Which order the column will occur in the printed file. | ||||||||||||
Column type | What type of information to print in this column, possible types:
| ||||||||||||
Fixed value | Used as value if column type is "Fixed value". |
Table 2.2
As seen in the picture above I've specified 3 columns, so here's an example of what our file might look like in the end if I have a report code "CODE1" with description "Report code 1" and a generated amount/quantity of 250:
CODE1;Report code 1;250 |
3. Create codes
In most cases codes will be specified by the party requesting the information (such as a vehicle importer) with a specification of what kind of value each code should report.
Adding of codes is done from the "EBM Code setup" tab. Add a new code by clicking the add button (+).
Image 3.1
Column | Description | ||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Report group | Determines the kind of information the code will report, by controlling the available code types and filter types.
| ||||||||||||||||||||||||||||||||||||||||||||
Code | A (preferably) unique identifier for this particular code. Codes that have the same identifier and are not an autogen. code will have it's values aggregated into one (one row in the file). | ||||||||||||||||||||||||||||||||||||||||||||
Description | A short description of what the code will report. | ||||||||||||||||||||||||||||||||||||||||||||
Autogen. type | For specifying automatic generation of values, more on that here (TODO: Create separate article). | ||||||||||||||||||||||||||||||||||||||||||||
Code type | The kind of value the code will report. Availability depends on Report group as shown in Table 3.1.1.
| ||||||||||||||||||||||||||||||||||||||||||||
Reverse sign | Used to reverse the sign of the values generated for the code. | ||||||||||||||||||||||||||||||||||||||||||||
Node in Makes and models hieararchy | Used only for Autogen. type "Makes and models". More on that here (TODO: Create separate article or use the same on as for Autogen.type). | ||||||||||||||||||||||||||||||||||||||||||||
Detail levels | Used only for Autogen. type "Makes and models". More on that here (TODO: Create separate article or use the same on as for Autogen.type). | ||||||||||||||||||||||||||||||||||||||||||||
Split by model type | Used only for Autogen. type "Makes and models". More on that here (TODO: Create separate article or use the same on as for Autogen.type). | ||||||||||||||||||||||||||||||||||||||||||||
Filters | An accumulated string of the filters specified for this code, as can be set up in the filters grid for each code. |
Table 3.1
4. Adding filters to codes
Click the expand arrow at the far left side of the code grid to display a grid for specification of filters. The layout (what columns are displayed) of this grid will depend on the selected Report group shown in Table 3.1.1.
Image 4.1
The filters determine what your generated value will be, but it's not always easy to know which combinations of Report group, Code type, and Filter types to use. Read more about all the possible combinations and what they result in here.
Some notes about filters:
Filter type | Note |
---|---|
GL account | If you find yourself creating a lot of codes with this filter alone, consider looking into autogenerated codes (TODO: Article...) |
Dimension | In the context of being linked to entities we typically use dimensions for make and model to be able to group codes according to this. For report groups that don't necessarily access the general ledger when generating values, and we are interested in connection to entities (vehicles), we are looking for the dimension of the model of the entity. This can be set up in "Makes and models". |
Item group | This has the additional property "Only primary groups" which allows you to only include items which have the specified item groups as primary group. |
Resource group | Often used to distinguish the resources working in the workshop and/or bodyshop. |
Customer | Primarily internal customers. |
Entity state | Typically used to allow separate codes for new and used entities (vehicles). |
Age | Is always specified in days. |
Accounting rule | Typically used to allow separate codes for internal and external sale. |
Posting rule | Typically used to allow separate codes for warranty. |
Order type | Typically used to allow separate codes for workshop, entity sale, and part sales. |
Fixed | Beneficial for values that are needed in the receiving system, such as a fixed workshop labor rate. |
Supplier | Typically used to only get information about parts from a specific supplier. |
Item group EBM code | Is specified on the Item group, and can be used for advanced filtering of item groups on Parts code. |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article