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Transaction

Transaction represents a single business operation during an engagement. There can be multiple transactions in a single engagement. The most common source for transactions is

Data Set Properties

PropertyTypeDescription
TransactionPIDUnique identifier of the transaction.
EngagementReference to UntitledEngagement in which the transaction happened.
CurrencyAttributeCurrency in 3-letter ISO 4217 https://en.wikipedia.org/wiki/ISO_4217
Original StateEntityThe state of the transaction before this engagement started.
ProcessEntityBusiness process name for this transaction. This can group transactions into logical units to watch. You can have for example “Online Order” process for sold products on your web, “Outbound Sale” for sold products during outbound call campaigns, etc.
ProductEntityThe product that is part of the transaction.
Target StateEntityThe state of the transaction at the end of the engagement.
VendorEntityThe vendor of the product that takes part in this transaction.
CostFactAll the costs associated with this transitions.
Exchange RateFactThe rate how to recalculate the foreign currency to the account one.
PriceFactBase price for this transaction before any discounts for the entire volume.
RevenueFactTotal actual revenue generated from this transaction. This includes any discounts and applies to the entire volume of the transaction.
VolumeFactNumber of items or volume of products or services associated with this transaction.