Right-Click on the Insight Data Integration Engine icon and select Open file location.

2.

In the Data Integration Engine folder, open the “Archive” folder configuration File.

Note: The default file name is “DefaultConfig.xml”. We usually change this to include the customer’s name (i.e., if company is “Acme”, then “AcmeConfig.xml”, “Acme.xml“).

Open

2.a.

In the Data Integration Engine > “Archive” folder, click once or twice on the “Date Modified” to get the most recent file on top. This is where the latest configuration file is located.

Open

3.

Select and right-click on the “DefaultConfig.xml” file and select Edit or Edit with Notepad.

4.

Select “Edit” and “Find” (or use press “Ctrl+F” for a short-cut) and type “Invoice” to travel to the Invoices entity.

5.

Find (or add) the correct pattern value called “GLDistIncludeRegex“ under Invoice entity.

5.a.

If you do not utilize the GL Distribution data, set this attribute to "" (GLDistIncludeRegEx=""). This significantly increases performance on Settlements and Invoices.

5.b.

Add the values based on your Chart of Accounts setup (click HERE for instructions to see your Chart of Accounts). The settings below relate to REVENUE accounts.

1. GLDistIncludeRegex="^[4][0-9]{3}" → Instructs Insight to only look at GL numbers that start with “4” Example 4000-4999 (i.e., the first revenue account starts at 4000)

2. GLDistIncludeRegex="^[3][0-9]{3}" → Instructs Insight to only look at GL numbers that start with “45” Example 3000-3999

3. GLDistIncludeRegex="^[45][0-9]{3}" → Instructs Insight to only look at GL numbers that start with “45” Example 4500-4599

4. If correct configurations are set under Insight data engine then table cultura_gldistributionBase will populate with line items. The following fields under cultura_gldistributionBase should have correct mapping and data in order to show it Sales Analysis Graph

6.

In order to show data under Sales Analysis view, cultura_creditquantity, cultura_creditamount_Base should have proper data under table cultura_gldistributionBase.

7.

Mapping of Invoices and Customers should correctly mapped under cultura_gldistributionBase table and SQL job is currently handling and taking care of it so that correct data will show on graph under Sales Analysis view.

8.

If this happens, follow the documentation on the How to Resend Data from AGRIS page / section below.

9.

After you Resend Data from AGRIS, graphs like the following should be available in Insight.