understanding prophet 21 databases -...

Presented By:

Copyright © Epicor Software Corporation 2013

Jennifer Bankos

Understanding Prophet 21 Databases


Objectives

• Explain the difference between databases, tables and

columns

• Extract data from different areas of the system

• Discuss basic SQL statements using SQL Server

Management Studio

• Use Prophet 21 to gather SQL Information

• Utilize Data Dictionary


Definitions

Columns (fields)

Contains a single piece of information


Definitions

Columns (fields)


Record (rows) One complete set of columns


Definitions

Columns (fields)



Table A collection of rows


Definitions

Columns (fields)




View Virtual table created for easier data extraction


Definitions

Columns (fields)





Database Collection of information organized for easy selection of data


Definitions

Columns (fields)





Database Collection of information organized for easy selection of data

SQL Server Management Studio

A graphical user interface used to extract data and perform administrative functions such as backing up and restoring databases and maintaining SQL Logins


SQL Server Management Studio

• Accessed through

Microsoft SQL

Server 2005 or

2008, 2008 R2


SQL Server Tool

• Profiler

• Run traces of activity in

your system

• Allow you to review

which tables are being

affected by certain

processes in P21


Application Share

• SQL Server Management Studio

• Take “a tour” of the application

• Review ‘sp_help’, and ‘object browser’

• Discuss syntax rules


Basic SQL Commands

• sp_help

• sp_help <table_name>

• select * from <table_name>

• Select <field_name>, <field_name> from <table_name>

• Ex: Select * from customer

Where customer_id > 10000

Order by credit_limit DESC


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


of the A/R Drill Down by Invoice window


p21_view_ar_receipts

• 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

• p21_view_ar_receipts_detail

• Master Views

• P21_AR_VIEW

• P21_SALES_HISTORY_VIEW

• P21_SALES_HISTORY_REPORT_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


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

• The idea that it is better to have more links between

tables/views is completely false


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

Inner

Join

Overlap Left Right

Table/View 1 Table/View 2


Left Outer Join

Left Right

Table/View 1 Table/View 2

Left Outer Join

• All data from this table

• Matches from joined table


Left Outer Join Example

Sales History

p21_view_customer p21_sales_history_view

Customer Record


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

• Link to code_p21 table to get descriptions for numeric

values


Enumerated Values


Enumerated Values

• Join to the code_p21 table to pull the description for the

code


SQL Information in P21

• RMB on field

• Choose Help

• SQL Information


SQL Information in P21


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 Server

Management Studio

• Use Prophet 21 to gather SQL Information

• Utilize Data Dictionary


Published Solutions

• Published Solution 27070 – How to create a SQL

authenticated login for SQL 2005 and P21

• Published Solution 26761 – How to run a query for

support using SQL Server Management Studio

• Published Solution 26762 – How to run a trace using

SQL Server 2005 or 2008 Profiler


For More Information…

• Prophet 21 Help Files

• Visit us on the web: www.epicor.com

• View Educational Services course offerings

– View SQL Information in Prophet 21

– Prophet 21 Data Dictionary

• Browse Documentation

• Search the Solutions database

• Submit a web case

• Contact your CAM (Customer Account Manager) to

arrange consulting specific to your needs

• [email protected]


Additional Classes and LMS Courses

• Getting Started with Crystal Reports

• More Crystal Reports

• Optimizing Crystal Reports

• ICE Extend – Business Activity Queries Hands-on Virtual

Training

• On the LMS, Browse the Course Catalog, expand

System Administration / SQL folders to find additional

courses

understanding prophet 21 databases -...

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