Version History

Reporting and Data Export 2.2.226

Report Data Set Extended with New Fields

The “Provisioned orders” dataset has been extended with several new fields:

Charge information

RESELLER_ACTUAL_DETAIL_START_DATE, CUSTOMER_ACTUAL_DETAIL_START_DATE, and END_CUSTOMER_ACTUAL_DETAIL_START_DATE. They represent a first date when a service can be used.
RESELLER_ACTUAL_DETAIL_END_DATE, CUSTOMER_ACTUAL_DETAIL_END_DATE, and END_CUSTOMER_ACTUAL_DETAIL_END_DATE. They represent a last date when a service can be used.
RESELLER_DISCOUNT_BREAKDOWN, CUSTOMER_DISCOUNT_BREAKDOWN, and END_CUSTOMER_DISCOUNT_BREAKDOWN. Now, when several discounts are applied to an order detail, such a scenario is covered. These fields are available only with Rating Engine of version 1.5 or higher installed.

Invoice information

RESELLER_ORIGINAL_INVOICE_ID, CUSTOMER_ORIGINAL_INVOICE_ID, and END_CUSTOMER_ORIGINAL_INVOICE_ID. They represent ID of an original invoice to which a correction was applied.
RESELLER_AR_DOC_TYPE, CUSTOMER_AR_DOC_TYPE, and END_CUSTOMER_AR_DOC_TYPE. They represent the type of document. For example, Credit Memo.

Resolved Issues

RDEX-48 The "Payments" report contains duplicates if a payment is applied to multiple documents.
RDEX-49 Descriptions of payments created in the Provider CP break the "Payments" CSV report

Reporting and Data Export 2.1.226

Resolved Issues

RDEX-3

Issue Summary: RDE simplified report did not understand column names in CamelCase.

Fix Description: Now, if a provider configured column names in CamelCase, they see such names in CamelCase in the report.

Reporting and Data Export 2.1.162

Resolved Issues

OA-15035

Issue Summary: RDE version 2.1-155 did not work on K8s version 1.16.

Fix Description: RDE version 2.1-155 is now supported by K8s version 1.16.

Reporting and Data Export 2.1.155

Report Data Set Extended with New Columns

In addition to the account currency, the Provisioned orders data set has been extended with three new columns to display the detail currency: RESELLER_DETAIL_CURRENCY, CUSTOMER_DETAIL_CURRENCY, END_CUSTOMER_DETAIL_CURRENCY. Now, when a cost currency reported by a vendor is different from the account currency, such a scenario is covered.

Also, minor improvements of the Provisioned orders data set query have been made to ensure data completeness of the Provider report type.

Resolved Issues

OA-11998

Issue Summary: RDE reports contain lines with non-completed orders.

Fix Description: The Provisioned orders data set now includes details of completed orders only.

Reporting and Data Export 2.1.149

Rated Data Export is Now Reporting and Data Export

Important: If your current RDE version is earlier than 2.1-147, you need to be aware of the new privilege RDE Access described in 2.1-147 release notes, which requires manual actions to grant access to RDE data to all existing roles.

Rated Data Export is now renamed to Reporting and Data Export, meaning that the component name and all related information is also updated as follows:

The application name (OSS > Services > Applications > System Applications),
The documentation (the component name and links; throughout all officially published guides),
The name of the menu item in UX1 for Resellers,
And the email notification template.

Resolved Issues

OA-10294

Issue Summary: Some date-related fields in reports displayed values that did not match database values.

Fix Description: Date-time data conversion has been improved, by eliminating cases when dates in RDE do not match dates in the control panel.

Reporting and Data Export 2.1.147

Access to Reporting on the User Level

A new privilege “Application Reporting and Data Export: RDE Access” has been introduced to give resellers the opportunity to restrict access to RDE data for unauthorized staff members.

Resellers can implement this restriction by creating a new role with the Application Reporting and Data Export: RDE Access privilege disabled and assigning this role to a user account.

This privilege is enabled in the Account Administrator role by default. To keep the existing behavior for all existing roles, you need to enable this privilege in all roles after the upgrade. For instructions, refer to this KB article.

New Fields in RDE Reports

RDE reports are now extended with several new fields. The following fields have been added:

Account information

RESELLER_ADDRESS1, CUSTOMER_ADDRESS1, END_CUSTOMER_ADDRESS1. The first address line of an account's postal address.
RESELLER_ADDRESS2, CUSTOMER_ADDRESS2, END_CUSTOMER_ADDRESS2. The second address line of an account's postal address.
RESELLER_COUNTRY, CUSTOMER_COUNTRY, END_CUSTOMER_COUNTRY. The country of an account's postal address.
RESELLER_STATE, CUSTOMER_STATE, END_CUSTOMER_STATE. The state or province of an account's postal address.
RESELLER_CITY, CUSTOMER_CITY, END_CUSTOMER_CITY. The city of an account's postal address.
RESELLER_ZIP, CUSTOMER_ZIP, END_CUSTOMER_ZIP. The ZIP or postal code of an account's postal address.

Subscription information

RESELLER_PLAN_CATEGORY_ID, CUSTOMER_PLAN_CATEGORY_ID. The ID of a service plan category.

Charge information

RESELLER_DETAIL_NET_TOTAL, CUSTOMER_DETAIL_NET_TOTAL, END_CUSTOMER_DETAIL_NET_TOTAL. The pretax total of an order detail.

Also, overall improvements have been made in the UI for lists of generated reports.

Reporting and Data Export 2.1.142

Report Data Set Extended with Payments

For reconciliation purposes, the RDE report is now extended with information about all customer payments (and refunds) processed in the platform. It covers all available payment systems, such as credit card, direct debit, and manual.

A payment data set includes all vendor payment transactions with all statuses, whether they are applied to other documents or not.

For configuration instructions, refer to Enabling Additional Data Sets.

New Fields in RDE Reports

RDE reports are now extended with several new fields for reconciliation purposes. The following fields have been added:

Subscription information

VENDOR_SUBSCRIPTION_NUMBER. An ID of a vendor subscription.

Resource information

RESELLER_RESOURCE_VENDOR_ID, CUSTOMER_RESOURCE_VENDOR_ID, END_CUSTOMER_RESOURCE_VENDOR_ID. A code or name of a service vendor.
RESELLER_RESOURCE_MPN, CUSTOMER_RESOURCE_MPN, END_CUSTOMER_RESOURCE_MPN. A manufacturer part number (the number of a vendor SKU).

Note: RDE 2.0 requires Odin Automation version 8.0 and late

Reporting and Data Export 1.4.135

The Ability to Turn Off Per-Invoice Reports for Child Accounts

Providers and resellers who use an external system to bill their resellers can now prohibit creation of per-invoice reports to their child accounts. This is configured per vendor account and does not affect indirect child accounts.

For example, if the provider decides to turn off per-invoice reports for their child accounts, L1 resellers of this provider will not be able to generate such reports. However, their L2 resellers (resellers of the provider's resellers) will still be able to generate per-invoice reports.

By default, the ability to create per-invoice reports remains available for all accounts.

Easy Access to Generated Reports

Now all generated reports appear on the home RDE screen. This is especially useful when you generate one-time reports: on the same screen where you create the report, you see the progress of the report generation and can access the report after it is created.

Per-Account Simplified View

In previous RDE versions, a provider could create a simplified report view for their resellers. This view applied to all resellers of that provider. In this version, providers can create an individual simplified view for a specific reseller. Such a reseller will be able to generate reports using either of the views: the global one, available for all other resellers, or the individual one. Learn how to do this in Enabling Simplified View for a Specific Reseller.

Note: RDE 1.4.135 requires Odin Automation version 8.0 and later.

Reporting and Data Export 1.3.128

New Fields in RDE Reports

RDE reports are now extended with several new fields to enhance integration with external systems. The following fields have been added:

Subscription information

SUBSCRIPTION_NOTES. All notes to a subscription, separated by vertical bars.
SUBSCRIPTION_ATTRIBUTES. All attributes of a subscription. For this field, customization can be applied. Refer to Enabling Simplified View of Report for details.

Account information

RESELLER_TAX_REGISTRATION_ID, CUSTOMER_TAX_REGISTRATION_ID, END_CUSTOMER_TAX_REGISTRATION_ID. The tax registration ID of a customer, reseller, or subreseller account, as specified in the account information.
RESELLER_NOTES, CUSTOMER_NOTES, END_CUSTOMER_NOTES. Notes from a customer, end customer, reseller or subreseller account, as specified in the account information, separated by vertical bars.
RESELLER_CLASS, CUSTOMER_CLASS, END_CUSTOMER_CLASS. Customer class of an account, as specified in the account information.

Invoice information

RESELLER_INVOICE_WEEK_NUMBER, CUSTOMER_INVOICE_WEEK_NUMBER, END_CUSTOMER_INVOICE_WEEK_NUMBER. A customer's, reseller's, or end customer's invoice date as a week number.

Order details information

RESELLER_DETAIL_PROVISIONED_DATE, CUSTOMER_DETAIL_PROVISIONED_DATE. The provisioning date of the last item in a customer's, reseller's, or end customer's order.

Reporting and Data Export 1.3.120

Multi-Level Report Extended with End-Customer Data

A new report type has been implemented in RDE for resellers that have their own subresellers. This report includes data from a reseller's customers, and sub-resellers with their customers. The new data columns can be recognized in reports by the END_CUSTOMER prefix, and they have a structure similar to the CUSTOMER columns.

After upgrading to RDE 1.3-120, this new report type becomes the default type for all new resellers that have sub-resellers. The structure of the reports of existing resellers already using RDE will not change after the upgrade. However, it is possible to manually change the RDE report type for a specific reseller. Refer to Including Data from Indirect Customers to Reports for instructions.

Resolved Issues

FND-3757

Issue Summary: Report generation failed because of a NULL value in a custom attribute.

Fix Description: Reports are now generated properly even if there is a NULL value in a custom attribute.

FND-3491

Issue Summary: Vendor and customer resources could be confused in a report if it included an order that contained two or more details.

Fix Description: The charge mapping algorithm was improved: resource ID is now considered when mapping charges.

Reporting and Data Export 1.3.117

Ability to Customize Report Structure

Now, a reseller can generate a report and define its view: full or simplified. A full report contains all rated data with column names from the provider while a simplified report contains a reduced number of columns with data used in the most common business cases. For a simplified report, a reseller can customize columns, their names, and define attributes.

By default, there is only a full view of a report. To make the simplified view available, prepare a special JSON file and perform an API request using the command line or any REST client. For more information about how to configure the JSON file, refer to Enabling Simplified View of Report.

Subscription Status is Now Included in RDE Report

Now the RDE report includes the Subscription Status field. The status is retrieved at the moment of report creation.

On-Screen Notifications for RDE Events are Added

Now, an on-screen notification will be displayed in the following cases:

When a one-time report is created
When a recurring report is scheduled
When a task for recurring report auto-generation is deleted

Resolved Issues

FND-2005

Issue Summary: Transactions in daily reports covered two days.

Fix Description: Now a daily report includes data for only one day.

Release Notes RDE 1.1.112

Periodic Report Issued to a Reseller with Every Invoice

RDE 1.1-112 requires Odin Automation platform 7.4 with the hotfix 133302 platform v15 or later platform versions to be installed.

Resellers can now configure generation of periodic reports with every invoice issued to them by a higher-level entity (a provider or a higher-level reseller). Each time an invoice is issued, the RDE component will automatically detect this event and create the respective report about all rated transactions from the invoice in one of the following supported formats: CSV, XML, JSON, XLSX. All the generated reports are stored in Azure Cloud Storage for 90 days.

Improved Report Data Structure Displaying IDs of Objects Delegated from a Provider

All resellers are subscribed to a special service plan based on the Reseller Gate, which is required to become a reseller and start reselling services to end customers. Each sales operation to an end customer at the reseller's prices is also reflected in the system as a reseller transaction. This is actually the same operation at higher-level entity prices. At the end of a billing period, these reseller transactions are added to the invoice for the reseller.

Previously, the generated report had data related to the service plan based on the Reseller Gate, which is redundant information for the reader. Missing from the report was information related to the actual service plan configured on a higher level and delegated to the reseller.

Now, redundant information related to the "Based on Reseller Gate" plan is dropped and replaced with the information valuable for a report's reader that is related to the service plan and resources that were purchased for reselling. A reseller's subscription and customer's subscription data are now merged and show united information about the subscription to a service.

For example, there is a service plan or resource configured on the provider's level and delegated to an L1 reseller. This delegation means that there is a copy of the provider plan on the L1 level with a different ID. The part of the report with the reseller's data now contains IDs from the L0 level, that is, what a reseller actually bought from the provider. The part of the report with the customer's data now contains IDs from the L1 level, that is, what a reseller sold to an end customer.

Important: As the structure of a report has changed, after the RDE upgrade, you must check those integrations that were tightly coupled with the previous report structure.

In the scheme below, the left side shows a reseller's data in the report, the right side shows a customer's data, and how the contents of the report have changed overall.

Resolved Issues

PBA-86228

Issue Summary: The RDE did not escape double quotes in the CSV report fields.

Fix Description: The double quote formatting is fixed so that the billing systems of customers will be able to properly parse this CSV.

PBA-86336

Issue Summary: The RDE report had subscription, order, and invoice dates with incorrect timestamps.

Fix Description: Now the RDE report shows the correct dates of the business operation.

PBA-86422

Issue Summary: If the account contacts do not contain “Middle Name” data, then the RDE report did not contain information of all contact names (Billing, Technical, Administrative, and Personal).

Fix Description: Now the RDE report contains information of all contact names (Billing, Technical, Administrative, and Personal) without depending on the “Middle Name” field value.

Reporting and Data Export 1.1.106

Public API for Retrieving Reports

The RDE component provides the public API to support the following scenarios:

Schedule a one-time report, or set up a periodic report
Get a list of generated reports
Download a report file

For more information, refer to Reporting and Data Export.

Support for Default Languages

The RDE component now supports all the default CloudBlue Commerce languages:

English
Brazilian Portuguese
Dutch
French
German
Italian
Japanese
Russian
Spanish

Reporting and Data Export 1.0 for Resellers

Reporting and Data Export (RDE), formerly Rated Data Export, is an additional component that allows resellers to generate and export reports about rated transactions.

The generated report contains information about the transaction itself: price, cost, associated customer, order and customer attributes and so on. This information can be used in other reseller's internal systems, for items such as reconciliations.

The RDE component covers both types of transactions:

When resellers are considered as resellers of provider's services, and they resell these services to end customers.
When resellers are considered as customers of a provider, and they purchase services from the provider for their own use.

Resellers can generate a one-time report on demand or create a schedule for auto-generation on a monthly or daily basis. A monthly report is automatically generated on a selected date every month with data from the previous month. A daily report is automatically generated every day with data for the previous calendar day.

Reports are available in CSV, XML, JSON, XLSX formats. All the generated reports are stored in the Cloud Storage for 90 days. After that period, they are automatically removed.

Resellers can download the generated report from UX1 or configure the option to get an email notification when it is available. This email is sent to the user's account email and contains a 48-hour active link to download the report.

The report contains the following information:

Account
Subscription
Subscription's service plan
Subscription's resource
Charge
Order
Invoice data

For both the reseller and customer sides.

Reporting and Data Export 1.0 for Providers

Resellers who use UX1 can now generate and export reports about rated transactions.

Resellers complete transactions such as buying or upgrading subscriptions, renew subscriptions and so on. Each transaction is rated, meaning resellers see this both in the form of orders and reseller transactions (called “Not Invoiced Purchases” in the UI). Then these transactions are invoiced: orders are typically invoiced immediately, whereas reseller transactions (not invoiced purchases) are invoiced with a delay.

Until now, resellers did not have a simple and unified way to export data from the system (the transaction, its price and cost, the associated customer, customer and order attributes and so on.

Reporting and Data Export (RDE), formerly Rated Data Export, functionality represents a tool to get such data and use it in any process outside of CloudBlue Commerce: to feed into resellers’ internal systems, perform reconciliations, get very detailed information for an invoice and so on.