Is it possible to combine 2 different reports in a single Query?

Question

Dear All,
What am I working at?
I produced a Query for Debtors Aged Analysis which mimics the Official SAP B1 8.8 Aging Report.
It ages the outstanding invoices by Posting Date ( RefDate  in JDT1)
I also made another Report which ages outstanding amounts by Document Date simply by replacing all RefDate by TaxDate
They give different answers if Posting Date is different from Document Date, e.g a manual invoice dated 5 Jun 2011 is posted on 2 Jul 2011.
What I want to do?
My idea is to produce a SINGLE QUERY which will generate either Aging depending on settings:
    (a) A Debtors Aging by Posting Date
    (b) A Debtors Aging by Document Date
I declare 2 variables:
(a) @refdt  is [%1] and represents Posting Date (JDT1 RefDate)
(b) @taxdt  is [%2] and represents Document Date (JDT1 TaxDate)
When the Query is run, the foll dialog appears:
Query - Selection Criteria
Posting Date             Equal .......
Document Date            Equal .......
OK   Cancel
We are expected to fill in only 1 date and leave the other blank, and Query will generate the required report .
What is my problem?
Query runs smoothly, but amounts in the Balance column does not get analyzed in the Age brackets: Current / 1 Mth Ago / etc
I think I know where's the problem
I am assuming (wrongly) that if we don't fill one date field, the query returns NULL for that variable. In fact, it appears to return GetDate().
Help
Can anybody help me put the correct commands so that all my balances are correctly analysed in the respective age buckets?
Thanks
Leon Lai
Here's a simplified SQL:
Tables  :
      JDT1   T0  = Journal Entry - Rows
      OCRD T1 = Business Partner
      OCPR T2 = Contact Person
      OJDT  T3  = Journal Entry - Header
      OINV   T4  = A/R Invoices - Header
      ORIN   T5  - A/R Credit Memo - Header
declare @refdt date
declare @taxdt date
set @refdt
/*Select 1 from jdt1 t where t.RefDate*/ = [%1]
set @taxdt
/*Select 1 from jdt1 w where w.TaxDate*/ = [%2]
SELECT
'company1' AS 'Company',
T1.CardCode  AS 'BP Code',
T2.Notes2 AS 'BP Name',
T0.RefDate AS 'Pstg Dt',
T0.TaxDate AS 'Doc Dt',
CASE
         WHEN T0.TransType = 13 THEN 'IN'
         WHEN T0.TransType = 14 THEN 'CN'
         WHEN T0.TransType = 30 THEN 'JE'
         WHEN T0.TransType = 24 THEN 'RC'
         WHEN T0.TransType = 46 THEN 'PS'
         ELSE 'Error ! ! !'
END AS 'Doc Type',
T0.Ref1 'Doc. Number',
ISNULL(T0.FCCurrency, ' - ') AS 'Ccy',
(T0.FCDebit - T0.FCCredit) AS 'Orig. F.Ccy',
(T0.BalFcDeb - T0.BalFcCred) AS 'Bal. F. Ccy',
(T0.Debit - T0.Credit) AS 'Orig. Rs',
(T0.BalDueDeb - T0.BalDueCred) AS 'Bal. Rs',
/* ########################  PROBLEM is here   ################## */
CASE
               WHEN (@refdt is not null) and (@taxdt is null)
               THEN ISNULL((SELECT T0.BalDueDeb -T0.BalDueCred
               WHERE DateDiff(mm, T0.RefDate, @refdt) = 0 ) ,0)
               WHEN (@refdt is null) and (@taxdt is not null)
               THEN ISNULL((SELECT T0.BalDueDeb -T0.BalDueCred
                WHERE DateDiff(mm, T0.TaxDate, @taxdt) = 0 ) ,0)
END AS 'Current Mth', 
CASE
               WHEN (@refdt is not null) and (@taxdt is null)
               THEN ISNULL((SELECT T0.BalDueDeb -T0.BalDueCred
               WHERE DateDiff(mm, T0.RefDate, @refdt) = 1 ) ,0)
               WHEN (@refdt is null) and (@taxdt is not null)
               THEN ISNULL((SELECT T0.BalDueDeb -T0.BalDueCred
                WHERE DateDiff(mm, T0.TaxDate, @taxdt) = 1 ) ,0)
END AS '1 Mth Ago'
/* Similarly for other age buckets  */
FROM company1.dbo.JDT1 T0
INNER JOIN company1.dbo.OCRD T1 ON T0.ShortName = T1.CardCode
LEFT OUTER JOIN company1.dbo.OCPR T2 ON T1.CardCode = T2.Cardcode
LEFT OUTER JOIN company1.dbo.OJDT T3 ON T0.TransID = T3.TransID
LEFT OUTER JOIN company1.dbo.OINV  T4 ON T3.TransID = T4.TransID
LEFT OUTER JOIN company1.dbo.ORIN  T5 ON T3.TransID = T5.TransID
WHERE
T1.CardType = 'C' and Balance != 0
and (T0.BalDueDeb - T0.BalDueCred) != 0

Answer 1

HI
I generate the next aged analysis
CREATE PROCEDURE [dbo].[Aged_Analysis] (@end datetime,@Client VarChar (20)) AS
BEGIN
-- SET NOCOUNT ON added to prevent extra result sets
-- interfering with SELECT statements.
SET NOCOUNT ON;
Declare @SAPUNION Table (SN VarChar(50), TransId Int, ReconSum Decimal(19,2), DebHab VarChar(1),
                                   Linea Int)
insert into @SAPUNION
SELECT X0.ShortName 'SN', X0.TransId 'TransId', SUM(X0.ReconSum)'ReconSum', X0.IsCredit 'DebHab', X0.TransRowId 'Linea'
            FROM ITR1 X0
            INNER JOIN OITR X1 ON X1.ReconNum = X0.ReconNum
            WHERE X1.ReconDate <= @end  AND X1.CancelAbs = ''
            GROUP BY X0.ShortName, X0.TransId, X0.IsCredit, X0.TransRowId
SELECT T0.CardCode, T0.CardName,T0.Address,T0.CreditLine,
T1.TransId , T4.BaseRef , T1.Ref2 , T1.RefDate, T1.DueDate,
CASE
      WHEN T3.DebHab = 'D'  THEN T1.Debit-T1.Credit-T3.ReconSum
      WHEN T3.DebHab = 'C'  THEN T1.Debit-T1.Credit+T3.ReconSum
      ELSE (T1.Debit-T1.Credit)
END 'Balance',
CASE
       when DateDiff(Day,t1.RefDate,GetDate()) <= 30 and T3.DebHab = 'D'  then T1.Debit-T1.Credit-T3.ReconSum
       when DateDiff(Day,t1.RefDate,GetDate()) <= 30 and T3.DebHab = 'C'  then T1.Debit-T1.Credit+T3.ReconSum
       when DateDiff(Day,t1.RefDate,GetDate()) <= 30 then (T1.Debit-T1.Credit) end '0-30 dias',
CASE
       when DateDiff(Day,t1.refdate,GetDate()) between 31 and 45 and T3.DebHab = 'D'  then T1.Debit-T1.Credit-T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) between 31 and 45 and T3.DebHab = 'C'  then T1.Debit-T1.Credit+T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) between 31 and 45 then (T1.Debit-T1.Credit) end '31-45 dias',
CASE
       when DateDiff(Day,t1.refdate,GetDate()) between 46 and 60 and T3.DebHab = 'D'  then T1.Debit-T1.Credit-T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) between 46 and 60 and T3.DebHab = 'C'  then T1.Debit-T1.Credit+T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) between 46 and 60 then (T1.Debit-T1.Credit) end '46-60 dias',
CASE
       when DateDiff(Day,t1.refdate,GetDate()) between 61 and 75 and T3.DebHab = 'D'  then T1.Debit-T1.Credit-T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) between 61 and 75 and T3.DebHab = 'C'  then T1.Debit-T1.Credit+T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) between 61 and 75 then (T1.Debit-T1.Credit) end '61-75 dias',
CASE
       when DateDiff(Day,t1.refdate,GetDate()) BETWEEN 76 AND 89 and T3.DebHab = 'D'  then T1.Debit-T1.Credit-T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) BETWEEN 76 AND 89 and T3.DebHab = 'C'  then T1.Debit-T1.Credit+T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) BETWEEN 76 AND 89 then (T1.Debit-T1.Credit) end '76-89 dias',
CASE
       when DateDiff(Day,t1.refdate,GetDate()) >90 and T3.DebHab = 'D'  then T1.Debit-T1.Credit-T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) >90 and T3.DebHab = 'C'  then T1.Debit-T1.Credit+T3.ReconSum
       when DateDiff(Day,t1.refdate,GetDate()) >90 then (T1.Debit-T1.Credit) end '90-Mas',
CASE T1.TransType
      WHEN '13' THEN (SELECT Y.Comments FROM OINV Y WHERE Y.TransId = T1.TransId)
      WHEN '14' THEN (SELECT Y.Comments FROM ORIN Y WHERE Y.TransId = T1.TransId)
      WHEN '24' THEN (SELECT Y.Comments FROM ORCT Y WHERE Y.TransId = T1.TransId)
      ELSE T1.LineMemo
END 'Comments'
FROM OCRD T0
      INNER JOIN JDT1 T1 ON T1.ShortName = T0.CardCode
      INNER JOIN OACT T2 ON T2.AcctCode = T1.Account
      INNER JOIN OJDT T4 ON T4.TransId = T1.TransId
      LEFT JOIN OINV T5 ON T5.TransId = T4.TransId  and t5.ObjType = t4.TransType     
      LEFT JOIN @SAPUNION T3 ON T3.TransId = T1.TransId AND T3.SN = T1.ShortName AND T3.Linea = T1.Line_ID
WHERE T0.CardType = 'C' /*FOR CLIENTS*/ AND T1.RefDate <= @end AND T2.AcctCode = /*YOUR CLIENT ACCOUNT*/ AND
(CASE
      WHEN T3.DebHab = 'D' THEN (T1.Debit-T1.Credit-T3.ReconSum)
      WHEN T3.DebHab = 'C' THEN (T1.Debit-T1.Credit+T3.ReconSum)
      ELSE (T1.Debit-T1.Credit)
END) != '0'
AND T0.CardCode= @Client
ORDER BY T0.CardCode,T1.TransId,t1.Ref2
END
AND Execute by SAP
DECLARE @VAR INT, @DATE DATETIME, @BP VARCHAR(8)
SET @VAR = (SELECT TOP 1 T.DocEntry FROM [dbo].[OINV] T WHERE T.DocDate <='[%0]' AND T.CardCode='[%1]')
SET @DATE = '[%0]'
SET @BP = '[%1]'
EXECUTE [dbo].[Aged_Analysis]
@end = @DATE,
@Client = @BP
Regards
Floyola
Edited by: Floyola on Jul 22, 2011 10:17 AM