Understanding Prophet 21 Databases

Transcription

1 Understanding Prophet 21 Databases Presented By: Jennifer Bankos

2 Objectives Explain the difference between databases, tables and columns Extract data from different areas of the system Discuss basic SQL statements using SQL Server Management Studio Use Prophet 21 to gather SQL Information Utilize Data Dictionary

3 Definitions Columns (fields) Contains a single piece of information

4 Definitions Columns (fields) Record (rows) Contains a single piece of information One complete set of columns

5 Definitions Columns (fields) Record (rows) Table Contains a single piece of information One complete set of columns A collection of rows

6 Definitions Columns (fields) Record (rows) Table View Contains a single piece of information One complete set of columns A collection of rows Virtual table created for easier data extraction

7 Definitions Columns (fields) Record (rows) Table View Database Contains a single piece of information One complete set of columns A collection of rows Virtual table created for easier data extraction Collection of information organized for easy selection of data

8 Definitions Columns (fields) Record (rows) Table View Database SQL Server Management Studio Contains a single piece of information One complete set of columns A collection of rows Virtual table created for easier data extraction Collection of information organized for easy selection of data A graphical user interface used to extract data and perform administrative functions such as backing up and restoring databases and maintaining SQL Logins

9 Accessed through Microsoft SQL Server 2005 or 2008, 2008 R2 SQL Server Management Studio

10 SQL Server Tool Profiler Run traces of activity in your system Allow you to review which tables are being affected by certain processes in P21

11 SQL Server Management Studio Take a tour of the application Review sp_help, and object browser Discuss syntax rules Application Share

12 Basic SQL Commands sp_help sp_help <table_name> select * from <table_name> Select <field_name>, <field_name> from <table_name> Ex: Select * from customer Where customer_id > Order by credit_limit DESC

13 Most Common Reporting Areas Address and Contact tables Order Processing Inventory Purchasing Accounts Receivable Accounts Payable Production Orders

14 Address and Contact tables Used in conjunction with other tables These tables hold every address/contact in the system Customers Vendors Suppliers Ship to locations Company locations

15 Tables and Views Tables Stores all data One set of information

16 Tables and Views Tables Stores all data One set of information P21 Views Basic and Master Views Single or multiple tables linked together

17 Understanding Basic and Master Views Basic Views Start with nine characters: P21_VIEW_ Ex: P21_VIEW_oe_hdr Every table has a basic view Master Views End with _VIEW Ex: P21_order_VIEW

18 p21_view_oe_hdr Contains most of the information seen in the order header

19 p21_view_oe_line Holds most of the line item information in the lower portion of an Order Processing window

20 p21_view_oe_hdr_salesrep Contains sales rep information per order

21 p21_view_oe_line_schedule Contains release information for an item

22 Order Processing Basic Views P21_View_oe_hdr P21_View_oe_line P21_View_oe_hdr_salesrep P21_View_oe_line_schedule Master Views P21_ORDER_VIEW

23 p21_view_inv_mast Contains most of the information found in the Item Maintenance window

24 p21_view_inv_loc Contains most of the location-specific information on the location tab of an item

25 p21_view_inventory_supplier Contains most of what is found on the supplier list and supplier detail tabs in Item Maintenance

26 Inventory Basic View p21_view_inv_mast p21_view_inv_loc p21_view_inventory_supplier Master Views P21_ITEM_VIEW P21_ITEM_LOCATION_VIEW P21_INVENTORY_USAGE_VIEW

27 p21_view_po_hdr Contains most of the information found in the PO header section of Purchase Orders

28 p21_view_po_line Contains most of the information found in the line section of a PO

29 Purchasing Basic Views p21_view_po_hdr p21_view_po_line P21 Views P21_PO_VIEW

30 p21_view_assembly_hdr Contains the information on the top half of the assembly maintenance screen

31 p21_view_assembly_line Contains the information on the bottom half of the assembly maintenance window

32 p21_view_prod_order_hdr Contains information on the top half of the production order entry window

33 p21_view_prod_order_line Contains information from the bottom half of the production order entry window

34 p21_view_prod_order_line_component Contains the component information for each assembly detail record

35 p21_view_prod_order_line_link Contains information from the Production order tab in order entry

36 Basic Views p21_view_assembly_hdr p21_view_assembly_line p21_view_prod_order_hdr p21_view_prod_order_line p21_view_prod_order_line_component p21_view_prod_order_line_link Master View p21_assembly_view Production Order

37 p21_view_invoice_hdr Contains most of the information found in the header section of the A/R Drill Down by Invoice Number

38 p21_view_invoice_line Contains most of the information found in the line section of the A/R Drill Down by Invoice window

39 p21_view_ar_receipts Contains payment information Commonly used fields - receipt_number - invoice_no - payment_amount - customer_id - payment_date - terms_amount

40 Basic Views p21_view_invoice_hdr p21_view_invoice_line p21_view_ar_receipts p21_view_ar_receipts_detail Master Views Accounts Receivable P21_AR_VIEW P21_SALES_HISTORY_VIEW P21_SALES_HISTORY_REPORT_VIEW P21_AR_RECEIPTS_VIEW

41 p21_view_apinv_hdr Contains most of the information found in the header section of an AP voucher

42 p21_view_apinv_line Contains most of the information found in the line section of an AP voucher

43 Accounts Payable Basic Views p21_view_apinv_hdr p21_view_apinv_line Master View P21_AP_VIEW

44 Linking Necessary when working with more than one table/view Relationships are important Tables linked together by an ID/key field Provides more descriptive information The idea that it is better to have more links between tables/views is completely false

45 Linking In this example oe_hdr does NOT hold line item detail oe_line does NOT hold the Item_ID

46 Linking oe_hdr links to oe_line by order_no

47 Linking oe_line links to inv_mast by inv_mast_uid

48 How tables/views are linked is referred to as a JOIN Default = Inner Join Joins

49 Joins Table/View 1

50 Joins Table/View 1 Table/View 2 Inner Join Left Overlap Right

51 Left Outer Join Table/View 1 Table/View 2 Left Outer Join All data from this table Matches from joined table Left Right

52 Left Outer Join Example p21_view_customer p21_sales_history_view Customer Record Sales History

53 Tips and Tricks Fields common among tables Complete flag Delete flag Cancel flag RMA flag in order tables Quote flag in order tables

54 Fields common among tables Complete flag Delete flag Cancel flag RMA flag in order tables Quote flag in order tables Enumerated Values Tips and Tricks Link to code_p21 table to get descriptions for numeric values

55 Enumerated Values

56 Enumerated Values Join to the code_p21 table to pull the description for the code

57 SQL Information in P21 RMB on field Choose Help SQL Information

58 SQL Information in P21

59 Data Dictionary

60 Table View columns and column definitions Column Data Dictionary Searches View tables that contain a particular column Look into information behind the views

61 Summary Explain the difference between databases, tables and columns Extract data from different areas of the system Run basic SQL statements using SQL Server Management Studio Use Prophet 21 to gather SQL Information Utilize Data Dictionary

62 Published Solutions Published Solution How to create a SQL authenticated login for SQL 2005 and P21 Published Solution How to run a query for support using SQL Server Management Studio Published Solution How to run a trace using SQL Server 2005 or 2008 Profiler

63 Prophet 21 Help Files Visit us on the web: For More Information View Educational Services course offerings View SQL Information in Prophet 21 Prophet 21 Data Dictionary Browse Documentation Search the Solutions database Submit a web case Contact your CAM (Customer Account Manager) to arrange consulting specific to your needs cams@epicor.com

64 Additional Classes and LMS Courses Getting Started with Crystal Reports More Crystal Reports Optimizing Crystal Reports ICE Extend Business Activity Queries Hands-on Virtual Training On the LMS, Browse the Course Catalog, expand System Administration / SQL folders to find additional courses