AgVantage Softwares Most Commonly Used Queries Lab - Part 1 Presented by: Mike Smark AgVantage National Conference 2010 Presented by: Mike Smark AgVantage National Conference 2010

AGENDA Quick basic overview of Query process Files/Libraries and Structure Work through several common queries 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 Overview Quick Utility Efficient Report/Files Yes! Impress your manager!

Terminology Libraries, 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

Terminology Libraries, 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

Terminology Libraries, 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 LibraryCo*data – Data library which contains all AgVantage files FilesU4CSTMR – Customer Master RecordsEach individual customers information FieldsCSLKNM – Customer Lookup Name

Query Libraries Recommendations: –Create your own library for queries. CRTLIB command –Use QRY at the end of the name. Ex. COOPQRY 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 U4CSTMRCustomer Master U4ITMMRItem Master U4ITMBLItem Master Balance U4DEPTDepartment U4FLCFine Line Code U4TRNHA/R Header Information U4TRNDA/R Detail Information U4CAGEA/R Aging Information

Grain U5CROPSCrop Information U5PCTRLPurchase Control/Contracts U5PLOADPurchase Load Header File U5PLOADJNPurchase Load Header File Joined with Archive U5PSBLDSub-Load Information U5SCTRLSales Control/Contracts U5SETTLHPurchase Settlements Header U5SETTLDPurchase Settlements Detail U5SETTLDJNPurchase Settlements Detail Joined with Archive U5SARLDSales Settlements SPECIAL NOTE: Library GRTRANx contains crop position and general ledger daily posting information

Inventory U8APINVA/P File U8BLEND Blends U8INTRNSummary Transaction U8INVNTDetail Transaction U8ORDTL Purchase Order Detail U8ORHDR Purchase Order Header General Ledger GLSACCT Account Master GLSMAST Account Master Balances GLSJRNL Journal Detail Accounts Payable U2VMSTR Vendor Account Master U2HSTTR Invoice History Detail U2IVHST Invoice History

Accessing Query RUNQRY –Quick listing of a file WRKQRY –Writes and saves queries

RUNQRY (F4) Used to display the data in the file Used 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

WRKQRY Used to create, change, delete, display & run queries Work with Queries Type choices, press Enter. Option =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 Customer Phone Listing 10/19/05 More... F3=Exit F4=Prompt F5=Refresh F11=Display names only F12=Cancel F19=Next group

Lets go through some Queries !

THANKS FOR ATTENDING ! PLEASE FILL OUT YOUR EVALUATION FORM !