Sales Tables & Relationships

[Chris Barney]

Everest database gurus,

I'm looking for the appropriate sales tables in the Everest DB to report on all Sales Revenue, Cost, and Gross Margin by SO#, Quote#, Customer Name, Sales Rep, Item, Item Description, qty, manufacturer (brand), order date, ship to city, ship to state, and ship to zip.

I've been pouring over the tables to figure this out but it is slow going.

Items are not in a matrix view and we might have used some customer levels and kits in the past (although I don't think they were used extensively).

Can anyone point me to the tables that would have this data and if known, how the tables relate?

THANK YOU in advance.

Chris Barney

Everest Advanced Edition - 5.0.2.6

[Info Akute]

Hi,

Hope below tables would help to fulfill your requirement 

INVOICES, X_INVOIC (INVOICES.ORDER_NO=X_INVOIC.ORDER_NO & INVOICES.STATUS=X_INVOIC.STATUS)

CUST (CUST.CUST_CODE=INVOICES.CUST_CODE) , ADDRESS (CUST.CUST_CODE=ADDRESS.CUST_CODE) ,

PERSONAL (PERSONAL.IDNO=INVOICES.SALES_REP),

ITEMS (ITEMS.ITEMNO=X_INVOIC.ITEM_CODE),
ITEM_MEASURE (ITEM_MEASURE.ITEMNO=ITEMS.ITEMNO) ,
X_KIT (X_KIT.KIT_CODE=ITEMS.ITEMNO),
MANUFACT (MANUFACT.CODE=ITEMS.MANUCODE),
BRAND (BRAND.CODE=ITEMS.BRAND),

TRANSACT (TRANSACT.DOC_TYPE = INVOICES.STATUS AND TRANSACT.DOC_NO = INVOICES.DOC_NO)

Best Regards,

AKUte Team

Open ticket for quick tracking http://www.akutesoft.com/support/open.php

in...@akutesoft.com | www.akutesoft.com | Skype -  info.akute

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[Marios Kontos]

Hi Chris

I would like to have a chat with you if possible, either by zoom, skype, Teams

To view this discussion on the web visit https://groups.google.com/d/msgid/everest-erp/CAFj%3D_rO%2Baddhgt%3DNmgd8iAx%3D_DH1P%2BrYQ05vfLdFL7d12mO7xw%40mail.gmail.com.

[Chris Barney]

Thank you Akute Soft team!  That is very helpful.  I've been reverse engineering what I can (slowly) using dBeaver (free version is great) and Tableau Prep / Desktop to bolt it all together.  I think I'm pretty close to a working result now.  Time will tell.  I'll try to post my results in case they are helpful for others that just don't know where to start.

I don't know if there are any helpful tidbits in the document repository that is attached to this support group.  I requested access but haven't received it yet.  Anyone know if there is anything useful in that repository?

Best!

cb

[Info Akute]

Thanks,

Let us know if needed any more help

Best Regards,

AKUte Team

Open ticket for quick tracking http://www.akutesoft.com/support/open.php

in...@akutesoft.com | www.akutesoft.com | Skype -  info.akute

To view this discussion on the web visit https://groups.google.com/d/msgid/everest-erp/f83d9a41-1382-4e1e-9c61-d94aaf25140an%40googlegroups.com.