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re-asign quata rep and director for customer swaps

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This commit is contained in:
Paul Trowbridge 2021-04-16 12:04:00 -04:00
parent 5162839c5d
commit 60b57263d0
1 changed files with 28 additions and 7 deletions
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35
route_sql/swap_cust.sql
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@ -14,20 +14,27 @@ target AS (SELECT $$swap_doc$$::jsonb swap)
OR rtrim(substring(ship_r,1,8)) IS NOT null
)
,cust AS (
----------only return dba if being replaced-------------------------------------------------
----------class and rep must always bew returned for both to determine new quota rep--------
SELECT
billto
,bill_r
,bc.bvadr6 bill_dba
,CASE WHEN bill_r IS NULL THEN NULL::text ELSE bc.bvadr6 END bill_dba
,bc.bvclas bill_class
,bc.bvsalm bill_rep
,shipto
,ship_r
,sc.bvadr6 ship_dba
--other stuff doesn't matter becuase it's getting overridden anyways
,CASE WHEN ship_r IS NULL THEN NULL::text ELSE sc.bvadr6 END ship_dba
,sc.bvclas ship_class
,sc.bvsalm ship_rep
FROM
swap
----default to the replacement customer but join to original otherwise since still neeed
----customer info for revised quote rep
LEFT OUTER JOIN lgdat.cust bc ON
bc.bvcust = swap.bill_r
bc.bvcust = COALESCE(swap.bill_r,billto)
LEFT OUTER JOIN lgdat.cust sc ON
sc.bvcust = swap.ship_r
sc.bvcust = COALESCE(swap.ship_r,shipto)
)
--put bill to and ship to back together and join in channel, terms, descriptions, etc
,seg AS (
@ -129,8 +136,8 @@ target AS (SELECT $$swap_doc$$::jsonb swap)
,COALESCE(c.bill_r||' - '||c.bill_dba,o.bill_cust_descr) bill_cust_descr
,COALESCE(c.ship_r||' - '||c.ship_dba,o.ship_cust_descr) ship_cust_descr
,o.dsm
,o.quota_rep_descr --master data
,o.director
,(regexp_match(r.repp,'.* - (.*)$'))[1] quota_rep_descr
,r.director
,COALESCE(c.bill_dba,o.billto_group) billto_group
,COALESCE(c.ship_dba,o.shipto_group) shipto_group
,o.chan --master data
@ -178,6 +185,20 @@ target AS (SELECT $$swap_doc$$::jsonb swap)
INNER JOIN cust c ON
c.billto = SUBSTRING(o.bill_cust_descr,1,8)
AND c.shipto = SUBSTRING(o.ship_cust_descr,1,8)
LEFT OUTER JOIN rlarp.repc r ON
r.rcode = CASE WHEN COALESCE(substring(ming_descr,1,3),'') = '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(o.segm,'') = 'Retail' AND COALESCE((SELECT currep FROM lgpgm.usrcust where cucust = c.bill_r),'') <> ''
THEN
(SELECT currep FROM lgpgm.usrcust where cucust = c.bill_r)
--default logic
ELSE
CASE SUBSTR(c.bill_class,2,3)
WHEN 'DIS' THEN c.ship_rep
ELSE c.bill_rep
END
END
END
)
--select bill_cust_descr, ship_cust_descr, sum(value_usd) from (SELECT * FROM remove UNION ALL SELECT * FROM repl) x group by bill_cust_descr, ship_cust_descr
,ins AS (