Skyooz — AP Data Intelligence

JE1 GL Account Source Comparison

564DealerTrack

553overlap

865Yooz

11 only in DT

New service COGS accounts

98% overlap rate

Strong agreement between sources

312 only in Yooz

Older / inactive accounts

Name Drift — 48 Mismatches

Accounts where Yooz and DealerTrack have different names. DealerTrack names are more current.

1*1003Bank acquisition

YOOZUMPQUA BANK TRUST

DEALERTRACKTRUST ACCOUNT COLUMBIA BANK

1*1005Bank acquisition

YOOZUMPQUA BANK

DEALERTRACKCHECKING COLUMBIA BANK

1*1006Truncation

YOOZOMAK UMPQUA

DEALERTRACKOMAK UMPQUA CHECKING

1*1125Rename

YOOZINVENTORY ADJ M13

DEALERTRACKYEAR END ADJ M13

1*1185Repurposed

YOOZFORD RCV - DEALER CASH

DEALERTRACKESP-CLEARING

+ 43 more mismatches. Full list in ANALYSIS.md

Coverage Gaps & Recommendations

No JE2 GLB on FTPCritical

Pullman store has no DealerTrack FTP export configured. 847 GL accounts only available via Yooz (no account types, no balances).

Request JE2 FTP export from DealerTrack admin

No vendor file in DealerTrackWarning

DealerTrack FTP exports do not include a vendor file for either store. Yooz is the only complete vendor source.

Yooz vendor exports are canonical — no action needed

48 name mismatches between sourcesInfo

DealerTrack names are more current (bank acquisitions, account renames). Yooz names may be stale.

Use DealerTrack names where available, Yooz as fallback

Omak (JFO) data is historicalInfo

1,008 GL accounts and 486 vendors from the sold Omak store. No business need but useful for historical AP lookup.

Flag JFO data as archived/inactive in Dataverse

Vendor Cross-Store Analysis

Store Distribution

JFGC → JE1548

JFO → Omak486

JFP → JE2353

Overlap Matrix

Pull

548

~90

Pull

~90

353

228 total shared IDs across all org pairs

Key Findings

National vendors (Ford, CARFAX, CDK) appear in all 3 stores

Local vendors are store-specific (Pullman/Moscow vendors only in JFP)

Monthly statement placeholders (CORP0924, FORD1025) are per-store per-month

All 176 previously-scraped vendors found in full JFGC export

Dataverse Seeding Plan

Seed Vendorsready

Source: YoozRecords: 901 active (JFGC + JFP)

Merge JFGC (548) + JFP (353), flag JFO (486) as inactive

Seed GL Accounts — JE1ready

Source: DealerTrack GLBRecords: 564 with types

Primary source. Account types + monthly balances available.

Seed GL Accounts — JE2ready

Source: Yooz COARecords: 847 (names only)

Only available source. No account types until JE2 GLB is available.

Seed GL Accounts — JFOoptional

Source: Yooz COARecords: 1,008 (names only)

Historical only. Seed if archival AP lookup is needed.

Create Dataverse Tablesready

Source: setup_dataverse.pyRecords: 7 jess_* tables

Script exists, needs --az-cli flag to run against production.