Activant Prophet 21. Understanding Prophet 21 Databases

Transcription

1 Activant Prophet 21 Understanding Prophet 21 Databases

2 This class is designed for Prophet 21 users that are responsible for report writing System Administrators Operations Managers Helpful to be familiar with SQL Query Analyzer and how to write basic SQL statements

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

4 This course will NOT cover Basic Prophet 21 functionality Seagate s Crystal Reports

5 Definitions Columns (fields) Record (rows) Table View Database SQL Query Analyzer 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

6 SQL Query Analyzer Accessed through Microsoft SQL Server

7 SQL Server Tools Enterprise Manager Perform administrative functions such as backing up and restoring databases and maintaining SQL Logins Profiler Run traces of activity in your system

8 Basic SQL Commands sp_help sp_help <table_name> select * from <table_name> Select <field_name> from <table_name>

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

10 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

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

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

13 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

14 p21_view_ oe_hdr Contains most of the information seen in the order header

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

16 p21_view_oe_hdr_salesrep Contains sales rep information per order

17 p21_view_oe_line_schedule Contains release information for an item

18 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

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

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

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

22 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

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

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

25 Purchasing Basic Views p21_view_po_hdr p21_view_po_line P21 Views P21_PO_VIEW

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

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

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

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

30 p21_view_prod_order_line_component Contains the component information for each assembly detail record

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

32 Production Order 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

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

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

35 p21_view_ar_receipts_detail Contains payment information Commonly used fields - receipt_number - customer_id - invoice_no - payment_date - payment_amount - terms_amount

36 Accounts Receivable Basic Views p21_view_invoice_hdr p21_view_invoice_line p21_view_ar_receipts_detail Master Views P21_AR_VIEW P21_SALES_HISTORY_VIEW P21_AR_RECEIPTS_VIEW

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

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

39 Accounts Payable Basic Views p21_view_apinv_hdr p21_view_apinv_line Master View P21_AP_VIEW

40 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

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

42 Linking oe_hdr links to oe_line by order_no

43 Linking oe_line links to inv_mast by inv_mast_uid

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

45 Joins Table/View 1

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

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

48 Left Outer Join Example p21_sales_history_view inv_xref Sales History Delete flag

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

50 Tips and Tricks Fields common among tables Complete flag Delete flag Cancel flag RMA flag in order tables Quote flag in order tables Enumerated Values

51 Enumerated Values

52 inv_mast_uid Enumerated Values

53 SQL Information RMB on field Choose Help SQL Information

54 SQL Information

55 Data Dictionary

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

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

58 Published Solutions Published Solution 6294 How to back up and restore a SQL server database Published Solution 4242 How to create/add a login/user for SQL server and Prophet21 Published Solution 3637 How to run a query for support using SQL 2000 Query Analyzer Published Solution How to run a trace using Server 2005 profiler

59 Published Solutions Published Solution 3638 How to run a trace using Microsoft SQL 2000

60 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a web case Professional Services Sales pss@activant.com

61 Crystal Reports WBT suite Getting Started with Crystal Reports More Crystal Reports Optimizing Crystal Reports