Sweden SIE Export

Supported Types - Export

• Type 1 - Year end balance.

• Type 2 - Period balance.

• Type 3 - Profit Centre.

• Type 4 -Transactions.

Sourcing:

• Each type is sourced from default saved searches that is part of the bundle.

• User will generate the SIE file by going to the main UI and enter the selection criteria (subsidiary, date)

• The parameters selected in the UI will be passed as a criteria to the saved search.

• The saved search results will be consolidated and transformed to a plain text file that follows the SIE structure

Dimensions

Supported:

1. Department

2. Class

3. Custom segment

Changes

Changes made after the legacy version:

1. Support for > 10mb files + Requeuing

2. Performance improvement

3. Dynamic saved search mapping for SIE transactions

4. Ability to use either trandate or accounting period as date filter

Potential Improvements

1. Convert all the sourcing from using saved searches to SuiteAnalytics workbook.

2. Make all the sourcing dynamic.

3. UX

   1. Main UI should include only fields that they need to see. Consequently, need to update the configuration page (“Localization Settings”)

   2. Create a new configuration page specific for Sweden.

   3. Add a new custom record where user would see:

      1. the status of the file generation

      2. the attached file that was generated

      3. the error if in case the file is not successfully created

   4. Better error handling

   5. Email alerts for changes in the status of the file generation

4. Support for other dimensions (employee, project, etc)