Activant Prophet 21
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Activant Prophet 21 Understanding Prophet 21 Databases This class is designed for… Prophet 21 users that are responsible for report writing System Administrators Operations Managers Helpful to be familiar with SQL Query Analyzer and how to write basic SQL statements Objectives Explain the difference between databases, tables and columns Extract data from different areas of the system Discuss basic SQL statements using Query Analyzer Use Prophet 21 to gather SQL Information Utilize Data Dictionary This course will NOT cover… Basic Prophet 21 functionality Seagate’s Crystal Reports Definitions Columns Contains a single piece of information (fields) Record (rows) One complete set of columns Table A collection of rows View Virtual table created for easier data extraction Database Collection of information organized for easy selection of data SQL Query A graphical user interface used to extract Analyzer data SQL Query Analyzer Accessed through Microsoft SQL Server SQL Server Tools Enterprise Manager Perform administrative functions such as backing up and restoring databases and maintaining SQL Logins Profiler Run traces of activity in your system Basic SQL Commands sp_help sp_help <table_name> select * from <table_name> Select <field_name> from <table_name> Most Common Reporting Areas Address and Contact tables Order Processing Inventory Purchasing Accounts Receivable Accounts Payable Production Orders Address and Contact tables Used in conjunction with other tables These tables hold every address/contact in the system Customers Vendors Suppliers Ship to locations Company locations Tables and Views Tables Stores all data One set of information Tables and Views Tables Stores all data One set of information P21 Views Basic and Master Views Single or multiple tables linked together Understanding Basic and Master Views Basic Views Start with nine characters: P21_VIEW_ Ex: P21_VIEW_oe_hdr Every table has a basic view Master Views End with _VIEW Ex: P21_order_VIEW p21_view_ oe_hdr Contains most of the information seen in the order header p21_view_oe_line Holds most of the line item information in the lower portion of an Order Processing window p21_view_oe_hdr_salesrep Contains sales rep information per order p21_view_oe_line_schedule Contains release information for an item Order Processing Basic Views P21_View_oe_hdr P21_View_oe_line P21_View_oe_hdr_salesrep P21_View_oe_line_schedule Master Views P21_ORDER_VIEW p21_view_inv_mast Contains most of the information found in the Item Maintenance window p21_view_inv_loc Contains most of the location-specific information on the location tab of an item p21_view_inventory_supplier Contains most of what is found on the supplier list and supplier detail tabs in Item Maintenance Inventory Basic View p21_view_inv_mast p21_view_inv_loc p21_view_inventory_supplier Master Views P21_ITEM_VIEW P21_ITEM_LOCATION_VIEW P21_INVENTORY_USAGE_VIEW p21_view_po_hdr Contains most of the information found in the PO header section of Purchase Orders p21_view_po_line Contains most of the information found in the line section of a PO Purchasing Basic Views p21_view_po_hdr p21_view_po_line P21 Views P21_PO_VIEW p21_view_assembly_hdr Contains the information on the top half of the assembly maintenance screen p21_view_assembly_line Contains the information on the bottom half of the assembly maintenance window p21_view_prod_order_hdr Contains information on the top half of the production order entry window p21_view_prod_order_line Contains information from the bottom half of the production order entry window p21_view_prod_order_line_component Contains the component information for each assembly detail record p21_view_prod_order_line_link Contains information from the Production order tab in order entry Production Order Basic Views p21_view_assembly_hdr p21_view_assembly_line p21_view_prod_order_hdr p21_view_prod_order_line p21_view_prod_order_line_component p21_view_prod_order_line_link Master View p21_assembly_view p21_view_invoice_hdr Contains most of the information found in the header section of the A/R Drill Down by Invoice Number p21_view_invoice_line Contains most of the information found in the line section of the A/R Drill Down by Invoice window p21_view_ar_receipts_detail Contains payment information Commonly used fields - receipt_number - customer_id - invoice_no - payment_date - payment_amount - terms_amount Accounts Receivable Basic Views p21_view_invoice_hdr p21_view_invoice_line p21_view_ar_receipts_detail Master Views P21_AR_VIEW P21_SALES_HISTORY_VIEW P21_AR_RECEIPTS_VIEW p21_view_apinv_hdr Contains most of the information found in the header section of an AP voucher p21_view_apinv_line Contains most of the information found in the line section of an AP voucher Accounts Payable Basic Views p21_view_apinv_hdr p21_view_apinv_line Master View P21_AP_VIEW Linking Necessary when working with more than one table/view Relationships are important Tables linked together by an ID/key field Provides more descriptive information Linking In this example oe_hdr does NOT hold line item detail oe_line does NOT hold the Item_ID Linking oe_hdr links to oe_line by order_no Linking oe_line links to inv_mast by inv_mast_uid Joins How tables/views are linked is referred to as a JOIN Default = Inner Join Joins Table/View 1 Joins Table/View 1 Table/View 2 Inner Join Left Right Overlap Left Outer Join Table/View 1 Table/View 2 Left Outer Join • All data from this table • Matches from joined table Left Right Left Outer Join Example p21_sales_history_view inv_xref Sales History Delete flag Tips and Tricks Fields common among tables Complete flag Delete flag Cancel flag RMA flag in order tables Quote flag in order tables Tips and Tricks Fields common among tables Complete flag Delete flag Cancel flag RMA flag in order tables Quote flag in order tables Enumerated Values Enumerated Values inv_mast_uid Enumerated Values SQL Information RMB on field Choose Help SQL Information SQL Information Data Dictionary Data Dictionary Searches Table View columns and column definitions Column View tables that contain a particular column Look into information ‘behind the views’ Summary Explain the difference between databases, tables and columns Extract data from different areas of the system Run basic SQL statements using SQL Query Analyzer Use Prophet 21 to gather SQL Information Utilize Data Dictionary Published Solutions Published Solution 6294 – How to back up and restore a SQL server database Published Solution 4242 – How to create/add a login/user for SQL server and Prophet21 Published Solution 3637 – How to run a query for support using SQL 2000 Query Analyzer Published Solution 26762 – How to run a trace using Server 2005 profiler Published Solutions Published Solution 3638 – How to run a trace using Microsoft SQL 2000 For More Information… Prophet 21 Help Files Visit Activant on the web: www.activant.com View Educational Services course offerings Browse Documentation Search the Solutions database Submit a web case Email Professional Services Sales [email protected] Crystal Reports WBT suite Getting Started with Crystal Reports More Crystal Reports Optimizing Crystal Reports.