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update quota_rep logic to mirror current sales matrix, create readme, adjust rebuild script

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This commit is contained in:
Paul Trowbridge 2021-04-08 11:42:09 -04:00
parent ce91851d48
commit 037070ed1e
3 changed files with 36 additions and 50 deletions
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13
build/readme.md Normal file
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@ -0,0 +1,13 @@
Build A New Forecast
------------------------------------------------------------------------------------------------------------------
* overwrite osmf: review dates and execute build_forecase.sql
* the product and customer attributes are wiped, they will need to be snapped (itemm must come first)
1. snap_itemm.sql
2. snap_customer.sql
3. snap_cost_current.sql
4. snap_fx.sql (if necessary)
5. offline/last_price.sql (if necessary)
* build the pool for the more limited UI data set: build_pool.sql
* copy the pool to osmfs_dev from inclusion in the osm_stack and reporting: convert_pool_all.sql
* refresh osm_stack_refresh() to integrate into reporting

10
build/rebuild_forecast.sh
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@ -1,6 +1,8 @@
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_forecast.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_cost_current.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/fx.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/customer.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_itemm.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_pool.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_cost_current.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_fx.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/customer.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_pool.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/convert_pool_all.sql
psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -c "CALL rlarp.osm_stack_refresh();"

63
build/snap_customer.sql
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@ -144,66 +144,37 @@ FROM
SELECT DISTINCT
VERSION,
COALESCE(GLEC,'') GLEC,
COALESCE(MING,'') MING,
MING,
BILL_CUST,
SHIP_CUST,
------------quota rep column--------------
RTRIM(
--retail items go to currep, or if null go to 90005
CASE WHEN S.GLEC IN ('1RE','1CU') THEN
CASE WHEN BVCTRY = 'CAN' THEN
--Rachel Bowman
'50300'
ELSE
--select customers go to select reps
CASE ACCOUNT
------Alecia Latini-------------------------------
WHEN 'DO IT BEST' THEN '90006'
WHEN 'ACE HARDWARE' THEN '90006'
WHEN 'ALDI' THEN '90006'
WHEN 'AMAZON.COM' THEN '90006'
WHEN 'GARDEN RIDGE CORP' THEN '90006' --AKA "At Home"
WHEN 'TRUE VALUE' THEN '90006'
WHEN 'WAYFAIR' THEN '90006'
WHEN 'GRIFFIN' THEN '90006'
WHEN 'WAL-MART' THEN '90006'
------Tony Landino--------------------------------
WHEN 'THE HOME DEPOT' THEN '50802'
WHEN 'FRED MEYER' THEN '50802'
WHEN 'MENARDS' THEN '50802'
WHEN 'KROGER' THEN '50802'
WHEN 'OCEAN STATE JOBBERS' THEN '50802'
WHEN 'AURORA WHOLESALE' THEN '50802'
WHEN 'LEON KORRAL' THEN '50802'
--all other retail goes to Doran Marable-----------
ELSE '50200'
END
END
--minor group b52 goes to dedicated rep
CASE WHEN COALESCE(ming,'') = 'B52' THEN 'PW' ELSE
--if the gl expense code is 1RE use the retail rep assigned to the bill-to customer if available
CASE WHEN COALESCE(glec,'') = '1RE' AND COALESCE(cu.currep,'') <> '' THEN
cu.currep
--default logic
ELSE
CASE WHEN MING = 'B52' THEN
'PW'
--gdir, ndir go to bill-to rep
ELSE
CASE WHEN BILL_CLASS IN ('GDIR','NDIR') THEN
BILL_REP
CASE SUBSTR(bill_class,2,3)
WHEN 'DIS' THEN
ship_rep
ELSE
SHIP_REP
END
bill_rep
END
END
) QUOTA_REP
END QUOTA_REP
FROM
RLARP.OSMF_DEV S
LEFT OUTER JOIN LGDAT.CUST ON
BVCUST = BILL_CUST
BVCUST = BILL_CUST
LEFT OUTER JOIN lgpgm.usrcust cu ON
cu.cucust = s.bill_cust
WHERE
COALESCE(GLEC,'') IS NOT NULL
version = 'ACTUALS'
) CR
WHERE
CR.VERSION = S.VERSION
AND CR.GLEC = COALESCE(S.GLEC,'')
AND CR.MING = COALESCE(S.MING,'')
AND CR.MING = S.MING
AND CR.BILL_CUST = S.BILL_CUST
AND CR.SHIP_CUST = S.SHIP_CUST
AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;
AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;