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update customer swap route to evaluate a new quota rep and channel based

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on the revised customers
This commit is contained in:
Paul Trowbridge 2021-04-16 12:05:09 -04:00
commit d3937fc406
1 changed files with 51 additions and 9 deletions
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60
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 (
@ -129,12 +136,33 @@ 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
,o.chansub
,CASE SUBSTRING(c.bill_class,2,3)
--if the bill to class is ditsributor, then it's either warehouse or drop
WHEN 'DIS' THEN
--if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
CASE SUBSTRING(c.ship_class,2,3)
WHEN 'DIS' THEN 'WHS'
ELSE 'DRP'
END
--CASE WHEN RTRIM(SUBSTRING(LTRIM(SC.BVADR7)||SC.BVNAME,1,30)) = RTRIM(SUBSTRING(LTRIM(BC.BVADR7)||BC.BVNAME,1,30)) THEN 'DIS' ELSE 'DRP' END
--everything else does not involve a distributor and is considered direct
ELSE 'DIR'
END chan
,CASE SUBSTRING(c.bill_class,2,3)
WHEN 'DIS' THEN
--if the ship-to is a different name than the bill-to then it's drop, otherwise it's warehouse
CASE SUBSTRING(c.ship_class,2,3)
WHEN 'DIS' THEN 'WHS'
ELSE CASE SUBSTRING(c.ship_class,1,1) WHEN 'R' THEN 'RDP' ELSE 'DRP' END
END
WHEN 'MAS' THEN 'RMN'
WHEN 'NAT' THEN 'RMN'
ELSE CASE SUBSTRING(c.ship_class,1,1) WHEN 'R' THEN 'RDI' ELSE 'DIR' END
END chansub
,o.chan_retail
,o.part
,o.part_descr
@ -178,6 +206,20 @@ 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 (