From 037070ed1e0bae154f3dc85a3b62fafb2592a7a4 Mon Sep 17 00:00:00 2001 From: Paul Trowbridge Date: Thu, 8 Apr 2021 11:42:09 -0400 Subject: [PATCH] update quota_rep logic to mirror current sales matrix, create readme, adjust rebuild script --- build/readme.md | 13 ++++++++ build/rebuild_forecast.sh | 10 ++++--- build/snap_customer.sql | 63 +++++++++++---------------------------- 3 files changed, 36 insertions(+), 50 deletions(-) create mode 100644 build/readme.md diff --git a/build/readme.md b/build/readme.md new file mode 100644 index 0000000..9a4193d --- /dev/null +++ b/build/readme.md @@ -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 diff --git a/build/rebuild_forecast.sh b/build/rebuild_forecast.sh index 0cdb827..15d22d9 100644 --- a/build/rebuild_forecast.sh +++ b/build/rebuild_forecast.sh @@ -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 \ No newline at end of file +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();" diff --git a/build/snap_customer.sql b/build/snap_customer.sql index 01937c2..55c1eaf 100644 --- a/build/snap_customer.sql +++ b/build/snap_customer.sql @@ -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; \ No newline at end of file + AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;