agvantage software’s most commonly used queries lab - part 1
Post on 15-Jan-2016
44 Views
Preview:
DESCRIPTION
TRANSCRIPT
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 !
top related