AgVantage AgVantage Software’s Software’s Most Commonly Most Commonly Used Queries Used Queries

Lab - Part 1Lab - Part 1

Presented by: Mike Smark AgVantage National Presented by: Mike Smark AgVantage National Conference 2010Conference 2010

AGENDAAGENDA

Quick basic overview of Query processQuick basic overview of Query process

Files/Libraries and StructureFiles/Libraries and Structure

Work through several common Work through several common queriesqueries

You take it from there !!You take it from there !!

Why Query?

Queries allow you to access information that you cannot currently access/view using standard AgVantage reports. It is a supplemental, useful tool for pulling data into files and reports based on the information you want to see.

Query OverviewQuick

Utility

Efficient

Report/Files

Yes! Impress your manager!

TerminologyLibraries, Files, Records and Fields

• I-Series – Stores information much like a file cabinet

• Libraries – AgVantage stores your information in a company library named CO*DATA where * is your company letter, number or a symbol.

COUDATA

COBDATA

COSDATA

iSeries

TerminologyLibraries, Files, Records and Fields

Files – A group of records with related information on one topic similar to a file folder.

Master Files – U4CSTMR Customer Master

Transaction Files – U4TRND A/R Transaction

COUDATA

TerminologyLibraries, Files, Records and Fields

• Records – A smaller grouping of information on one topic within a file. In the customer file, each record contains information about one customer.

– Similar to a piece of paper

• Fields – One piece of information within a record.

– Similar to the words on a piece of paper

– Customer name, address, etc.

U4CSTMR

Doe Jane

Example Library Co*data – Data library which

contains all AgVantage files

Files U4CSTMR – Customer Master Records Each individual customer’s

information

Fields CSLKNM – Customer Lookup Name

Query Libraries

• Recommendations:– Create your own library for queries.

• CRTLIB command

– Use QRY at the end of the name.• Ex. “COOP”QRY or SMARKQRY (own server)• Most already have “base” Query Library• ASP customers (Use company name/abbrev, then your

name in description)

– Common AgVantage Query Libraries• GRNQRYV65 (Version 7 not there yet)• SYSQRYV6 (Version 7 not there yet)

File Structures

USYSTM AgVantage System Menu Select one of the following: 1. General Ledger GLS or U1 2. Accounts Payable U2 3. Payroll U3 4. Accounts Receivable U4 5. Grain Accounting U5 6. Agronomy U6 7. Energy Management U7 8. Inventory U8 9. Patronage U9 10. Mailing Manager UA 11. Counter Invoicing 12. Investments UI 13. Interfaces 14. Feed UF Selection or command F3=Exit F4=Prompt F9=Retrieve F12=Cancel

Accounts Receivable

U4CSTMR Customer Master

U4ITMMR Item Master

U4ITMBL Item Master Balance

U4DEPT Department

U4FLC Fine Line Code

U4TRNH A/R Header Information

U4TRND A/R Detail Information

U4CAGE A/R Aging Information

GrainU5CROPS Crop InformationU5PCTRL Purchase Control/Contracts U5PLOAD Purchase Load Header FileU5PLOADJN Purchase Load Header File

Joined with ArchiveU5PSBLD Sub-Load InformationU5SCTRL Sales Control/ContractsU5SETTLH Purchase Settlements HeaderU5SETTLD Purchase Settlements DetailU5SETTLDJN Purchase Settlements Detail

Joined with ArchiveU5SARLD Sales Settlements

SPECIAL NOTE: Library GRTRANx contains crop position and general ledger daily posting information

Inventory

U8APINV A/P FileU8BLEND Blends U8INTRN Summary TransactionU8INVNT Detail TransactionU8ORDTL Purchase Order DetailU8ORHDR Purchase Order Header

General LedgerGLSACCT Account MasterGLSMAST Account Master BalancesGLSJRNL Journal Detail

Accounts PayableU2VMSTR Vendor Account MasterU2HSTTR Invoice History DetailU2IVHST Invoice History

Accessing Query

• RUNQRY – Quick listing of a file

• WRKQRY– Writes and saves queries

RUNQRY (F4)Used to display the data in the

fileUsed to run a specific query

Type choices, press Enter. Query . . . . . . . . . . . . . Name, *NONE Library . . . . . . . . . . . *LIBL Name, *LIBL, *CURLIB Query file: File . . . . . . . . . . . . . Name, *SAME Library . . . . . . . . . . *LIBL Name, *RUNOPT, *LIBL, *CURLIB Member . . . . . . . . . . . . *FIRST Name, *RUNOPT, *FIRST, *LAST + for more values Report output type . . . . . . . *RUNOPT *RUNOPT, *DISPLAY... Output form . . . . . . . . . . *RUNOPT *RUNOPT, *DETAIL, *SUMMARY Record selection . . . . . . . . *NO *NO, *YES

WRKQRYUsed to create, change, delete, display &

run queries

Work with Queries Type choices, press Enter. Option . . . . . . 2 1=Create, 2=Change, 3=Copy,4=Delete 5=Display, 6=Print definition 8=Run in batch, 9=Run Query . . . . . . . Name, F4 for list Library . . . . . SMARKQRY Name, *LIBL, F4 for list

Work With Queries

Work with Queries Library . . . . . . . . SMARKQRY Name, *LIBL, F4 for list Subset . . . . . . . . Name, generic* Position to . . . . . . Starting characters Type options (and Query), press Enter. 1=Create 2=Change 3=Copy 4=Delete 5=Display 6=Print 8=Run in batch 9=Run Opt Query Text Changed AGEBDGTSUM Budget Trans by Customer in Summary 10/19/05 AGECSTMDTL Detail U4TRND for a Selected Customer 10/25/07 AGECSTRSUM U4TRND Activity for Period CSTMR/Summary 12/13/06 AGEJRNLDTL Detail U4TRND by Journal by Customer 08/06/07 AGEJRNLSUM AR Records by GL Journal to Balance to Gen L 11/02/06 AGEPRPYSUM Prepay Trans by Customer in Summary 10/19/05 AGING U4AGIN/U4TRND IN SUMMARY BY CUST AGECSTSUM 10/19/05 APGLDETAIL 08/29/06 CUSTLIST1 Class - 11 x 8.5 - Customer Phone Listing 10/19/05 More... F3=Exit F4=Prompt F5=Refresh F11=Display names only F12=Cancel F19=Next group

Let’s go through some Queries !

THANKS FOR ATTENDING !

PLEASE FILL OUT YOUR EVALUATION FORM !