update quota_rep logic to mirror current sales matrix, create readme, adjust rebuild script
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build/readme.md
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13
build/readme.md
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Build A New Forecast
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------------------------------------------------------------------------------------------------------------------
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* overwrite osmf: review dates and execute build_forecase.sql
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* the product and customer attributes are wiped, they will need to be snapped (itemm must come first)
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1. snap_itemm.sql
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2. snap_customer.sql
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3. snap_cost_current.sql
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4. snap_fx.sql (if necessary)
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5. offline/last_price.sql (if necessary)
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* build the pool for the more limited UI data set: build_pool.sql
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* copy the pool to osmfs_dev from inclusion in the osm_stack and reporting: convert_pool_all.sql
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* refresh osm_stack_refresh() to integrate into reporting
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@ -1,6 +1,8 @@
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_forecast.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_cost_current.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/fx.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/customer.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_itemm.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_cost_current.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/snap_fx.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/customer.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/build_pool.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -f build/convert_pool_all.sql
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psql -U ptrowbridge -d ubm -p 5030 -h usmidlnx01 -c "CALL rlarp.osm_stack_refresh();"
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@ -144,66 +144,37 @@ FROM
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SELECT DISTINCT
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VERSION,
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COALESCE(GLEC,'') GLEC,
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COALESCE(MING,'') MING,
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MING,
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BILL_CUST,
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SHIP_CUST,
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------------quota rep column--------------
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RTRIM(
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--retail items go to currep, or if null go to 90005
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CASE WHEN S.GLEC IN ('1RE','1CU') THEN
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CASE WHEN BVCTRY = 'CAN' THEN
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--Rachel Bowman
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'50300'
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ELSE
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--select customers go to select reps
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CASE ACCOUNT
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------Alecia Latini-------------------------------
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WHEN 'DO IT BEST' THEN '90006'
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WHEN 'ACE HARDWARE' THEN '90006'
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WHEN 'ALDI' THEN '90006'
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WHEN 'AMAZON.COM' THEN '90006'
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WHEN 'GARDEN RIDGE CORP' THEN '90006' --AKA "At Home"
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WHEN 'TRUE VALUE' THEN '90006'
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WHEN 'WAYFAIR' THEN '90006'
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WHEN 'GRIFFIN' THEN '90006'
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WHEN 'WAL-MART' THEN '90006'
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------Tony Landino--------------------------------
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WHEN 'THE HOME DEPOT' THEN '50802'
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WHEN 'FRED MEYER' THEN '50802'
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WHEN 'MENARDS' THEN '50802'
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WHEN 'KROGER' THEN '50802'
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WHEN 'OCEAN STATE JOBBERS' THEN '50802'
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WHEN 'AURORA WHOLESALE' THEN '50802'
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WHEN 'LEON KORRAL' THEN '50802'
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--all other retail goes to Doran Marable-----------
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ELSE '50200'
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END
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END
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--minor group b52 goes to dedicated rep
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CASE WHEN COALESCE(ming,'') = 'B52' THEN 'PW' ELSE
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--if the gl expense code is 1RE use the retail rep assigned to the bill-to customer if available
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CASE WHEN COALESCE(glec,'') = '1RE' AND COALESCE(cu.currep,'') <> '' THEN
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cu.currep
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--default logic
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ELSE
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CASE WHEN MING = 'B52' THEN
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'PW'
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--gdir, ndir go to bill-to rep
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ELSE
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CASE WHEN BILL_CLASS IN ('GDIR','NDIR') THEN
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BILL_REP
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CASE SUBSTR(bill_class,2,3)
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WHEN 'DIS' THEN
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ship_rep
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ELSE
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SHIP_REP
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END
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bill_rep
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END
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END
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) QUOTA_REP
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END QUOTA_REP
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FROM
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RLARP.OSMF_DEV S
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LEFT OUTER JOIN LGDAT.CUST ON
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BVCUST = BILL_CUST
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BVCUST = BILL_CUST
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LEFT OUTER JOIN lgpgm.usrcust cu ON
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cu.cucust = s.bill_cust
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WHERE
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COALESCE(GLEC,'') IS NOT NULL
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version = 'ACTUALS'
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) CR
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WHERE
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CR.VERSION = S.VERSION
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AND CR.GLEC = COALESCE(S.GLEC,'')
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AND CR.MING = COALESCE(S.MING,'')
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AND CR.MING = S.MING
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AND CR.BILL_CUST = S.BILL_CUST
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AND CR.SHIP_CUST = S.SHIP_CUST
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AND COALESCE(S.DSM,'') <> CR.QUOTA_REP;
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