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Update finance training and dashboard UI

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metacube
2026-06-11 11:32:35 +02:00
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TrafagSalesExporter/docs/FINANCE_PROZESS_EXPORT_DASHBOARD_2026-06-11.svg
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<title id="title">Finance Prozessfluss vom Export bis Dashboard</title>
<desc id="desc">Uebersicht: Standortdaten werden gelesen, gemappt, transformiert, optional als Audit-CSV geschrieben und danach fuer Dashboard, Soll/Ist und zentrale Excel verwendet.</desc>
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<text x="48" y="54" class="title">Finance Prozessfluss: Export Dashboard bis zentrale Auswertung</text>
<text x="48" y="82" class="subtitle">Stand 2026-06-11: Audit-CSV ist das verarbeitete Merge-Eingangsfile und kann optional die zentrale Quelle sein.</text>
<text x="50" y="142" class="lane-title">1. Quelle lesen</text>
<rect x="48" y="158" width="190" height="118" rx="8" class="source" />
<text x="68" y="188" class="box-title">Quellsystem</text>
<text x="68" y="214" class="box-text">HANA / SAP B1</text>
<text x="68" y="235" class="box-text">SAP Gateway / OData</text>
<text x="68" y="256" class="box-text">Excel / CSV / SharePoint</text>
<line x1="238" y1="217" x2="294" y2="217" class="line" />
<text x="300" y="142" class="lane-title">2. Vereinheitlichen</text>
<rect x="300" y="158" width="210" height="118" rx="8" class="process" />
<text x="322" y="188" class="box-title">Mapping</text>
<text x="322" y="214" class="box-text">Spalten und ERP-Felder</text>
<text x="322" y="235" class="box-text">werden SalesRecord</text>
<text x="322" y="256" class="box-text">zugeordnet.</text>
<line x1="510" y1="217" x2="566" y2="217" class="line" />
<rect x="572" y="158" width="210" height="118" rx="8" class="process" />
<text x="594" y="188" class="box-title">Transformation</text>
<text x="594" y="214" class="box-text">Finance-Regeln noch nicht</text>
<text x="594" y="235" class="box-text">final summiert; Felder</text>
<text x="594" y="256" class="box-text">werden vorbereitet.</text>
<line x1="677" y1="276" x2="677" y2="332" class="line" />
<text x="300" y="337" class="lane-title">3. Nachvollziehbare Standortartefakte</text>
<rect x="300" y="354" width="230" height="128" rx="8" class="audit" />
<text x="322" y="384" class="box-title">Audit-CSV</text>
<text x="322" y="410" class="box-text">Sales_ProcessedMergeInput</text>
<text x="322" y="431" class="box-text">_&lt;TSC&gt;_&lt;Datum&gt;.csv</text>
<text x="322" y="456" class="small">Nach Mapping + Transformation</text>
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<rect x="592" y="354" width="210" height="128" rx="8" class="out" />
<text x="614" y="384" class="box-title">Standort-Excel</text>
<text x="614" y="410" class="box-text">Sales_&lt;TSC&gt;_&lt;Datum&gt;.xlsx</text>
<text x="614" y="435" class="small">Ablage und manuelle Pruefung</text>
<line x1="782" y1="217" x2="850" y2="217" class="line" />
<line x1="415" y1="482" x2="415" y2="548" class="thin" />
<line x1="697" y1="482" x2="697" y2="548" class="thin" />
<text x="856" y="142" class="lane-title">4. Operative Datenbasis</text>
<rect x="856" y="158" width="220" height="118" rx="8" class="db" />
<text x="878" y="188" class="box-title">CentralSalesRecords</text>
<text x="878" y="214" class="box-text">Standort wird ersetzt</text>
<text x="878" y="235" class="box-text">und zentral gespeichert.</text>
<text x="878" y="256" class="small">Standard-Auswertungsquelle</text>
<line x1="966" y1="276" x2="966" y2="332" class="line" />
<rect x="856" y="354" width="220" height="128" rx="8" class="db" />
<text x="878" y="384" class="box-title">Zentrale Quelle</text>
<text x="878" y="410" class="box-text">Schalter in Settings:</text>
<text x="878" y="431" class="box-text">DB oder Audit-CSV</text>
<text x="878" y="456" class="small">je TSC neueste CSV</text>
<line x1="1076" y1="418" x2="1132" y2="418" class="line" />
<text x="1138" y="337" class="lane-title">5. Finance-Ergebnis</text>
<rect x="1138" y="354" width="96" height="128" rx="8" class="out" />
<text x="1154" y="384" class="box-title">Output</text>
<text x="1154" y="410" class="box-text">Dashboard</text>
<text x="1154" y="431" class="box-text">Soll/Ist</text>
<text x="1154" y="452" class="box-text">Sales_All</text>
<rect x="326" y="548" width="504" height="110" rx="8" class="sp" />
<text x="350" y="580" class="box-title">SharePoint-Ablage</text>
<text x="350" y="606" class="box-text">Standort-Excel und Audit-CSV werden in denselben Landesordner hochgeladen.</text>
<text x="350" y="630" class="note">SharePoint-Dateien sind Ablage/Pruefspur, nicht automatisch die Live-Quelle.</text>
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<line x1="830" y1="603" x2="966" y2="482" class="thin" />
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