Yes, <@UM5JLKCHH> - you need to have the classific...
# generals
Sirus Badiee
08/19/2019, 6:23 PMYes, @Stefan v - you need to have the classifications (native classifications being Class, Department, and Location) set on the transactions themselves. And when you're talking P&L, these classifications should almost always be at the line-level.
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Stefan v
08/19/2019, 6:24 PMAre you using class or department for profit center? I'm looking for a way to group customers into profit centers and the only option I am seeing is customer category... Ideally I would be able to use class or department.
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Sirus Badiee
08/19/2019, 6:27 PMI've used Departments in the past, but correct me if I'm wrong, but I think that you are trying to set the classification at the Customer-level - when the correct approach is to set the classifications at the transaction-level (Invoice, Credit Memo, Item Fulfillment, Bills, etc.)
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Stefan v
08/19/2019, 6:28 PMI definitely want it at the transaction level, but I want that to be automated. I figured if I had the customer grouped then the transaction from the invoice would automatically tag the correct dept.
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KevinJ of Kansas
08/19/2019, 6:38 PMI think customers come with Class as an available field - but not department. Though I could be mistaken. Let me check.
KevinJ of Kansas
08/19/2019, 6:45 PMNope I was wrong - no class at customer level by default.
KevinJ of Kansas
08/19/2019, 6:46 PMYou can however - do a custom segment, apply it to the customer and let it flow through to transactions
KevinJ of Kansas
08/19/2019, 6:46 PMwithout having to script/workflow the setting of a field on transaction from the customer record
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Sirus Badiee
08/19/2019, 6:54 PMHm, that would be an interesting way to do that. As @KevinJ of Kansas mentioned, neither the Class or Department is on the Customer.
Sirus Badiee
08/19/2019, 6:54 PMBut even if you set it on the Customer record, I'm not entirely sure you'd be able to leverage that custom field on the native P&L
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KevinJ of Kansas
08/19/2019, 6:57 PMYou can add customer fields to the P&L - but it wouldn't aggregate appropriately with the P&L values from other transactions with that classification.
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Sirus Badiee
08/19/2019, 6:57 PMYeah, you're right
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KevinJ of Kansas
08/19/2019, 6:58 PMTo make it aggregate appropriately - there'd have to be a user event script, or some other process to set it on transactions correctly.
KevinJ of Kansas
08/19/2019, 6:58 PMA custom segment can do that behavior without having to do script, and can be added to financial reports very easily. However, there are some limitations there
KevinJ of Kansas
08/19/2019, 6:59 PM(Budgeting is a pain with custom segments the last time I tried it - but I think NS has made this easier)
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Sirus Badiee
08/19/2019, 7:00 PMOh, budgeting with custom segments is the worst! I don't understand why they would allow you to load budgets into custom segments, but not really allow for reporting on these custom segments
Sirus Badiee
08/19/2019, 7:03 PMI don't think they've improved the functionality all that much
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KevinJ of Kansas
08/19/2019, 7:06 PMIt's got some limitations. If you can deal with them, then they are worth looking at. Budgeting is probably top constraint that I can think of. And they aren't quite as integrated with financials as department class location. However, they do work there.
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Stefan v
08/19/2019, 8:51 PMDefinitely some interesting ideas! Thanks @KevinJ of Kansas and @Sirus Badiee! Currently I'm fiddling around with using Customer Category. I've figured out how to make it a filter in the native P&L; however, it doesn't appear to have an option to be in the columns which isn't ideal.
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