For the complete documentation index, see llms.txt. This page is also available as Markdown.

Power BI Reporting Releases

Release notes for Bevica Power BI datasets and reports, including dependencies and monthly change summaries.

The list below highlights major enhancements and improvements that impact this extension (small hotfixes may not be listed).

Before applying any extension to the production environment, you should become familiar with new features in a sandbox environment first.

Please contact your system administrator to install this extension.

Note that released versions do not have a release number on the reports themselves, so they can be replaced in the service.

June 2025

Changes

Core

  • Item Colour added to the item dataset as a new Bevica field

  • Item Attributes added. These can be used as a filter on the item table.

  • The Item Ledger Entries table now uses Value Entries as the primary data source. This was previously Item Ledger Entries with Value Entries data appended. It is now Value Entries with Item Ledger Entries data appended.

    • Only filters the Item Ledger table

    • Transaction Source Filter - used to filter specifically to ILE sales only (i.e. item ledger) or Non ILE only (i.e. posted sales invoices for non-items). Without a filter applied both are used.

June 2024

Changes

Core

  • New Cumulative Inventory Measures to allow for easier comparison to prior periods and for formatting of values in reports.

Bug Fixes

  • Inventory measures now use the Item Default Vendor No. as the Vendor relationship. The previous vendor relationship directly on the ILEs caused nonsensical values.

May 2024

App Version: 23.1.0.0

Changes

Core

  • Added duty values from Bevica which are calculated based on this setup if required

  • Added Post Code Area (UK) and Post Code Sub-District (UK) to Customer. These are the first parts of the postcode (e.g. GU19 2LL would be Area = GU and Sub-District = GU19)

September 2023

App Version: 22.1.6.9

Changes

Core

  • Updated Average measures for Sales

  • Stock Availability calculations: Inventory Measures (Bevica Power BI)

  • Measures to identify new Customers, Items, Vendors records created in last 7 or 30 days (based on System Created Date)

  • Updated Time Intelligence calculations

Datasets

  • Add Salesperson Name to Customer

  • Add Reason Code to G/L Entries

  • Add Unpaid Reserve Endpoint (for summaries)

Reports

  • n/a

Bug Fixes

  • Inventory Day & Turn Calculations - added a filter to ensure calculations are only up to the last item ledger posting date.

August 2023

App Version: n/a

Changes

Core

  • ACY Calculations added to

    • Open Sales & Purchases

    • Global Sales & Purchase Measures

    • Average Sales Prices in Item Ledgers and Open Sales

    • Item Budget Entries

    • Customer & Vendor Ledger Entries

  • Item Budget Entries - added 'All Budgets' measures which do not enforce the single budget selection. Care must be taken where multiple budgets exist to ensure you are not summing multiple budgets.

  • Counts of records in Item Ledger Entries

    • Items, Item Categories, Customers, Dimensions

Reports

  • n/a

Bug Fixes

  • n/a

July 2023

App Version: TBC

Changes

  • Core: Added Purchase Discount measures in Item Ledger Entries

  • Finance: Added a Year End Closing flag on G/L Entries.

Reports

  • n/a

Bug Fixes

  • n/a

June 2023 (2)

App Version: TBC

Changes

  • Finance Data Set below

Datasets

  • Finance Data Set

    • ACY (Additional Reporting Currency) Calculations

    • G/L Detailed Entries including Source Types/No and Documents to enable better reconciliation with your G/L.

    • Multi Company support.

Reports

  • n/a

Bug Fixes

  • n/a

June 2023 (1)

App Version: 18.6.4.0

Changes

  • Item Target Cost - extended to Open Orders

  • Add Eq. Case measures to item ledgers

  • Add Actual Case measures to item ledgers (setup dependent)

  • Expand Item Ledgers to include Value Entry detail so you can analyse Item Charges

  • Add Additional Reporting Currency to Item Ledgers (calculated)

  • Support for multiple Bevica companies

  • Discount Calculations on Sales and Purchases

  • Default Dimensions on Item, Customer, Vendor

  • Drop Shipment / Special Order flags

Datasets

  • Core Data Set

    • Target Cost

    • Drop Ship

Reports

  • Target Cost available but reports not updated

  • Multi company available but reports not updated

Bug Fixes

  • n/a

March 2023

App Version: 18.6.3.0

Changes

  • Item Target Cost

Datasets

  • Core Data Set

    • Target Cost

Reports

  • Target Cost available but reports not updated

Bug Fixes

  • Date table now sets a maximum date of 'today' + 5 years to manage erroneous ledger dates

October 2022

App Version: 18.6.1.0

Changes

  • Updates to be able to analyse Prepayments and Reservations to allow for analysis of En Primeur type transactions.

Datasets

  • Core Data Set

    • Open Sales Orders and Open Purchase Orders

      • Sales Order Reservation Data - shows whether quantities are reserved

      • Open Sales Costs & Margins now use the Reservation Cost if reserved, else the Bevica Sales Line cost.

      • Sales / Purchase Prepayment Data

    • Item Ledger Entries

      • ABC and Ranking Measures

    • Location

      • New bridging table to filter all transaction tables

    • Sales Measures Global and Purchase Measures Global

      • Easier access to the main Sales and Purchase measures which combine both Item Ledger transactions (shipped/invoiced) and open transactions.

      • Includes a sum of all (i.e., shipped, invoiced and open)

      • These are duplicates of some of the measures in the individual transaction tables.

    • System DateTime fields updated to be a date-only value to reduce model size

Reports

  • n/a

Bug Fixes

  • Item Ledger Entries - Sales Cost now excludes Paid Reserve Entries in the measure, rather than relying on user filtering. This is because paid reserve withdrawals have a cost value as part of the movement to maintain ILE consistency.

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