Need help with extracting sales data

Question

Hi all,
We want to get a list of net sales (invoice minus credit notes) per customer by Item Group. This would look like:
Customer Code | Customer Name | Item GroupA | Item GroupB | Item GroupC etc..
The data appears to be in the Sales Analysis Report if we select the Items tab and use "Group Display" and "Total By Customer". However the format of that is different to the above.
Can anyone suggest either:
- how to do the same thing via query
- how to best convert the standard output into the above format (perhaps some Excel trickery?)
Thanks in advance,
Raj

Answer 1

Hi Raj,
Try this query. You change the tables as per your needs.
select OCRD.CardName ,
case when OITB.ItmsGrpCod  = 103 then SUM(doctotal) else 0 end as 'Amplifier (AMP)',
CASE when OITB.ItmsGrpCod  = 104 then SUM(doctotal) else 0 end as 'Audio Tech (AUT)'
from ocrd inner join oinv on ocrd.cardcode = oinv.cardcode 
inner join nnm1 on oinv.series = nnm1.series 
inner join inv1 on oinv.docentry = inv1.docentry 
inner join OITM on OITM.ItemCode = INV1.ItemCode
inner join OITB  on OITM.ItmsGrpCod = OITB.ItmsGrpCod
where oinv.docdate >= CONVERT(DATETIME, '4/1/2011', 102) 
and oinv.docdate <= convert(datetime,'3/31/2012',102) 
and ocrd.cardcode = 'CA0163'
group by OCRD.CardName , OITB.ItmsGrpCod 
Union 
select OCRD.CardName ,
case when OITB.ItmsGrpCod  = 103 then SUM(-doctotal) else 0 end as 'Amplifier (AMP)',
CASE when OITB.ItmsGrpCod  = 104 then SUM(-doctotal) else 0 end as 'Audio Tech (AUT)'
from ocrd inner join orin on ocrd.cardcode = orin.cardcode 
inner join nnm1 on orin.series = nnm1.series 
inner join rin1 on orin.docentry = rin1.docentry 
inner join OITM on OITM.ItemCode = RIN1.ItemCode
inner join OITB  on OITM.ItmsGrpCod = OITB.ItmsGrpCod
where orin.docdate >= CONVERT(DATETIME, '4/1/2011', 102) 
and orin.docdate <= convert(datetime,'3/31/2012',102) 
and ocrd.cardcode = 'CA0163'
group by ocrd.CardName , oitb.ItmsGrpCod
order by 1,2
Thanks
Malhaar