Activant Prophet 21 - Epicor · Objectives Explain the difference between databases, tables and...
Transcript of Activant Prophet 21 - Epicor · Objectives Explain the difference between databases, tables and...
Activant Prophet 21
Understanding Prophet 21 Databases
This class is designed for…
Prophet 21 users that are responsible for report writing
System AdministratorsOperations Managers
Helpful to be familiar with SQL Query Analyzer and how to write basic SQL statements
Objectives
Explain the difference between databases, tables and columnsExtract data from different areas of the systemDiscuss basic SQL statements using Query AnalyzerUse Prophet 21 to gather SQL InformationUtilize Data Dictionary
This course will NOT cover…
Basic Prophet 21 functionalitySeagate’s Crystal Reports
Definitions
Columns (fields)
Contains a single piece of information
Record (rows) One complete set of columns
Table A collection of rowsView Virtual table created for easier data
extractionDatabase Collection of information organized for
easy selection of dataSQL Query Analyzer
A graphical user interface used to extract data
SQL Query Analyzer
Accessed through Microsoft SQL Server
SQL Server Tools
Enterprise ManagerPerform administrative functions such as backing up and restoring databases and maintaining SQL Logins
ProfilerRun traces of activity in your system
Basic SQL Commands
sp_helpsp_help <table_name>select * from <table_name>Select <field_name> from <table_name>
Most Common Reporting Areas
Address and Contact tablesOrder ProcessingInventoryPurchasingAccounts ReceivableAccounts PayableProduction Orders
Address and Contact tables
Used in conjunction with other tablesThese tables hold every address/contact in the system
CustomersVendorsSuppliersShip to locationsCompany locations
Tables and Views
TablesStores all dataOne set of information
Tables and Views
TablesStores all dataOne set of information
P21 ViewsBasic and Master ViewsSingle or multiple tables linked together
Understanding Basic and Master Views
Basic ViewsStart with nine characters:P21_VIEW_Ex: P21_VIEW_oe_hdrEvery table has a basic view
Master ViewsEnd with _VIEWEx: P21_order_VIEW
p21_view_ oe_hdr
Contains most of the information seen in the order header
p21_view_oe_line
Holds most of the line item information in the lower portion of an Order Processing window
p21_view_oe_hdr_salesrep
Contains sales rep information per order
p21_view_oe_line_schedule
Contains release information for an item
Order Processing
Basic ViewsP21_View_oe_hdrP21_View_oe_lineP21_View_oe_hdr_salesrepP21_View_oe_line_schedule
Master ViewsP21_ORDER_VIEW
p21_view_inv_mast
Contains most of the information found in the Item Maintenance window
p21_view_inv_loc
Contains most of the location-specific information on the location tab of an item
p21_view_inventory_supplier
Contains most of what is found on the supplier list and supplier detail tabs in Item Maintenance
Inventory
Basic Viewp21_view_inv_mastp21_view_inv_locp21_view_inventory_supplier
Master ViewsP21_ITEM_VIEWP21_ITEM_LOCATION_VIEWP21_INVENTORY_USAGE_VIEW
p21_view_po_hdr
Contains most of the information found in the PO header section of Purchase Orders
p21_view_po_line
Contains most of the information found in the line section of a PO
Purchasing
Basic Viewsp21_view_po_hdrp21_view_po_line
P21 ViewsP21_PO_VIEW
p21_view_assembly_hdr
Contains the information on the top half of the assembly maintenance screen
p21_view_assembly_line
Contains the information on the bottom half of the assembly maintenance window
p21_view_prod_order_hdr
Contains information on the top half of the production order entry window
p21_view_prod_order_line
Contains information from the bottom half of the production order entry window
p21_view_prod_order_line_component
Contains the component information for each assembly detail record
p21_view_prod_order_line_link
Contains information from the Production order tab in order entry
Production Order
Basic Viewsp21_view_assembly_hdrp21_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 Viewp21_assembly_view
p21_view_invoice_hdr
Contains most of the information found in the header section of the A/R Drill Down by Invoice Number
p21_view_invoice_line
Contains most of the information found in the line section of the A/R Drill Down by Invoice window
p21_view_ar_receipts_detail
Contains payment informationCommonly used fields- receipt_number - customer_id- invoice_no - payment_date- payment_amount - terms_amount
Accounts Receivable
Basic Viewsp21_view_invoice_hdrp21_view_invoice_linep21_view_ar_receipts_detail
Master ViewsP21_AR_VIEWP21_SALES_HISTORY_VIEWP21_AR_RECEIPTS_VIEW
p21_view_apinv_hdr
Contains most of the information found in the header section of an AP voucher
p21_view_apinv_line
Contains most of the information found in the line section of an AP voucher
Accounts Payable
Basic Viewsp21_view_apinv_hdrp21_view_apinv_line
Master ViewP21_AP_VIEW
Linking
Necessary when working with more than one table/viewRelationships are importantTables linked together by an ID/key fieldProvides more descriptive information
Linking
In this exampleoe_hdr does NOT hold line item detailoe_line does NOT hold the Item_ID
Linking
oe_hdr links to oe_line by order_no
Linking
oe_line links to inv_mast by inv_mast_uid
Joins
How tables/views are linked is referred to as a JOINDefault = Inner Join
Joins
Table/View 1
Joins
InnerJoin
OverlapLeft Right
Table/View 1 Table/View 2
Left Outer Join
Left Right
Table/View 1 Table/View 2
Left Outer Join• All data from this table
• Matches from joined table
Left Outer Join Example
p21_sales_history_view inv_xref
Delete flagSales History
Tips and Tricks
Fields common among tablesComplete flagDelete flagCancel flagRMA flag in order tablesQuote flag in order tables
Tips and Tricks
Fields common among tablesComplete flagDelete flagCancel flagRMA flag in order tablesQuote flag in order tables
Enumerated Values
Enumerated Values
inv_mast_uidEnumerated Values
SQL Information
RMB on fieldChoose HelpSQL Information
SQL Information
Data Dictionary
Data Dictionary Searches
TableView columns and column definitions
ColumnView tables that contain a particular column
Look into information ‘behind the views’
Summary
Explain the difference between databases, tables and columnsExtract data from different areas of the systemRun basic SQL statements using SQL Query AnalyzerUse Prophet 21 to gather SQL InformationUtilize Data Dictionary
Published Solutions
Published Solution 6294 – How to back up and restore a SQL server databasePublished Solution 4242 – How to create/add a login/user for SQL server and Prophet21Published Solution 3637 – How to run a query for support using SQL 2000 Query AnalyzerPublished Solution 26762 – How to run a trace using Server 2005 profiler
Published Solutions
Published Solution 3638 – How to run a trace using Microsoft SQL 2000
For More Information…
Prophet 21 Help FilesVisit Activant on the web: www.activant.com
View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a web case
Email Professional Services [email protected]
Crystal Reports WBT suite
Getting Started with Crystal Reports
More Crystal Reports
Optimizing Crystal Reports