Customer Information CustomerInformation Letter 50 50 50 50 head SELECT cust_name, cust_number, ba.addr_line1 AS cust_address1, ba.addr_line2 AS cust_address2, ba.addr_line3 AS cust_address3, ba.addr_city AS cust_city, ba.addr_state AS cust_state, ba.addr_postalcode AS cust_zipcode, (ba.addr_city || ', ' || ba.addr_state || ' ' || ba.addr_postalcode) AS citystatezip, trim(bc.cntct_first_name || ' ' || bc.cntct_last_name) AS cust_contact, bc.cntct_phone AS cust_phone, bc.cntct_fax AS cust_fax, bc.cntct_email AS cust_email, ca.addr_line1 AS cust_corraddress1, ca.addr_line2 AS cust_corraddress2, ca.addr_line3 AS cust_corraddress3, ca.addr_city AS cust_corrcity, ca.addr_state AS cust_corrstate, ca.addr_postalcode AS cust_corrzipcode, (ca.addr_city || ', ' || ca.addr_state || ' ' || ca.addr_postalcode) AS corrcitystatezip, trim(cc.cntct_first_name || ' ' || cc.cntct_last_name) AS cust_corrcontact, cc.cntct_phone AS cust_corrphone, cc.cntct_fax AS cust_corrfax, cc.cntct_email AS cust_corremail, CASE WHEN (cust_creditstatus='G') THEN 'In Good Standing' WHEN (cust_creditstatus='W') THEN 'On Credit Warning' WHEN (cust_creditstatus='H') THEN 'On Credit Hold' ELSE ('Unknown Status: ' || cust_creditstatus) END AS f_creditstatus, cust_comments FROM custinfo LEFT OUTER JOIN cntct cc ON (cust_corrcntct_id=cc.cntct_id) LEFT OUTER JOIN addr ca ON (cc.cntct_addr_id=ca.addr_id) LEFT OUTER JOIN cntct bc ON (cust_cntct_id=bc.cntct_id) LEFT OUTER JOIN addr ba ON (bc.cntct_addr_id=ba.addr_id) WHERE (cust_id=<? value("cust_id") ?>); firstlastorderdate SELECT formatDate(MIN(cohist_invcdate)) AS firstdate, formatDate(MAX(cohist_invcdate)) AS lastdate FROM cohist WHERE (cohist_cust_id=<? value("cust_id") ?>); lysales SELECT formatMoney(COALESCE(SUM(round(cohist_qtyshipped * cohist_unitprice,2)), 0)) AS lysales FROM cohist WHERE ( (cohist_invcdate BETWEEN (DATE_TRUNC('year', CURRENT_TIMESTAMP) - INTERVAL '1 year') AND (DATE_TRUNC('year', CURRENT_TIMESTAMP) - INTERVAL '1 day')) AND (cohist_cust_id=<? value("cust_id") ?>) ); ytdsales SELECT formatExtPrice(SUM(round(cohist_qtyshipped * cohist_unitprice,2))) AS ytdsales FROM cohist WHERE ((cohist_invcdate>=DATE_TRUNC('year', CURRENT_TIMESTAMP)) AND (cohist_cust_id=<? value("cust_id") ?>) ); backlog SELECT formatMoney( COALESCE( SUM( (noNeg(coitem_qtyord - coitem_qtyshipped + coitem_qtyreturned) * coitem_qty_invuomratio) * (coitem_price / coitem_price_invuomratio) ), 0 ) ) AS backlog FROM cohead, coitem, itemsite, item WHERE ( (coitem_cohead_id=cohead_id) AND (coitem_itemsite_id=itemsite_id) AND (itemsite_item_id=item_id) AND (coitem_status='O') AND (cohead_cust_id=<? value("cust_id") ?>) ); OpenBalance SELECT formatMoney( COALESCE( SUM( CASE WHEN (aropen_doctype IN ('I', 'D')) THEN (aropen_amount - aropen_paid) ELSE ((aropen_amount - aropen_paid) * -1) END ), 0 ) ) AS f_balance FROM aropen WHERE ( (aropen_open) AND (aropen_cust_id=<? value("cust_id") ?>) ); LateBalance SELECT formatMoney( noNeg( COALESCE( SUM( CASE WHEN (aropen_doctype IN ('I', 'D')) THEN (aropen_amount - aropen_paid) ELSE ((aropen_amount - aropen_paid) * -1) END ), 0 ) ) ) AS f_balance FROM aropen WHERE ( (aropen_open) AND (aropen_duedate < CURRENT_DATE) AND (aropen_cust_id=<? value("cust_id") ?>) ); Comments SELECT comment_source_id AS cust_id, comment_id, formatDate(comment_date) AS f_date, comment_user, comment_text FROM comment WHERE ( (comment_source='C') AND (comment_source_id=<? value("cust_id") ?>) ) ORDER BY comment_date; History SELECT aropen_cust_id AS cust_id, aropen_id AS aropenid, -1 AS applyid, aropen_docnumber AS sortnumber, aropen_docnumber AS docnumber, formatBoolYN(aropen_open) AS f_open, CASE WHEN (aropen_doctype='I') THEN text('Invoice') WHEN (aropen_doctype='C') THEN text('C/M') WHEN (aropen_doctype='D') THEN text('D/M') WHEN (aropen_doctype='R') THEN text('C/D') ELSE text('Other') END AS documenttype, formatDate(aropen_docdate) AS f_docdate, formatDate(aropen_duedate) AS f_duedate, formatMoney(aropen_amount) AS f_amount, formatMoney((aropen_amount - aropen_paid)) AS f_balance FROM aropen WHERE (aropen_cust_id=<? value("cust_id") ?>) UNION SELECT aropen_cust_id AS cust_id, -1 AS aropenid, arapply_source_aropen_id AS applyid, aropen_docnumber AS sortnumber, CASE WHEN (arapply_source_doctype='C') THEN arapply_source_docnumber WHEN (arapply_source_doctype='K') THEN arapply_refnumber ELSE :error END AS docnumber, '' AS f_open, CASE WHEN (arapply_source_doctype='C') THEN text('C/M') WHEN (arapply_fundstype='C') THEN text('Check') WHEN (arapply_fundstype='T') THEN text('Certified Check') WHEN (arapply_fundstype='M') THEN text('Master Card') WHEN (arapply_fundstype='V') THEN text('Visa') WHEN (arapply_fundstype='A') THEN text('American Express') WHEN (arapply_fundstype='D') THEN text('Discover Card') WHEN (arapply_fundstype='R') THEN text('Other Credit Card') WHEN (arapply_fundstype='K') THEN text('Cash') WHEN (arapply_fundstype='W') THEN text('Wire Transfer') WHEN (arapply_fundstype='O') THEN text('Other') END AS documenttype, formatDate(arapply_postdate) AS f_docdate, '' AS f_duedate, formatMoney(arapply_applied) AS f_amount, '' AS f_balance FROM arapply, aropen WHERE ( (arapply_target_doctype IN ('I', 'D')) AND (arapply_target_doctype=aropen_doctype) AND (arapply_target_docnumber=aropen_docnumber) AND (arapply_cust_id=<? value("cust_id") ?>) AND (aropen_cust_id=<? value("cust_id") ?>) ) UNION SELECT aropen_cust_id AS cust_id, -1 AS aropenid, arapply_target_aropen_id AS applyid, aropen_docnumber AS sortnumber, arapply_target_docnumber AS docnumber, '' AS f_open, CASE WHEN (arapply_target_doctype='I') THEN text('Invoice') WHEN (arapply_target_doctype='D') THEN text('D/M') ELSE text('Other') END AS documenttype, formatDate(arapply_postdate) AS f_docdate, '' AS f_duedate, formatMoney(arapply_applied) AS f_amount, '' AS f_balance FROM arapply, aropen WHERE ( (arapply_source_doctype IN ('K', 'C')) AND (arapply_source_doctype=aropen_doctype) AND (arapply_source_docnumber=aropen_docnumber) AND (arapply_cust_id=<? value("cust_id") ?>) AND (aropen_cust_id=<? value("cust_id") ?>) ) ORDER BY sortnumber, applyid; 392 105 365 575 15 0 Arial 8 bold head cust_comments 105 305 100 15 Arial 8 bold firstlastorderdate firstdate 370 160 370 295 0 5 155 360 155 0 100 229 260 15 Arial 8 bold head cust_corrcontact 385 160 350 15 Arial 8 bold head cust_address1 100 260 260 15 Arial 8 bold head cust_corrfax 385 175 350 15 Arial 8 bold head cust_address2 10 204 350 15 Arial 8 bold head corrcitystatezip 475 229 260 15 Arial 8 bold head cust_contact 385 190 350 15 Arial 8 bold head cust_address3 600 345 140 15 Arial 8 bold head f_creditstatus 5 295 740 295 2 340 305 145 15 Arial 8 bold lysales lysales 600 325 140 15 Arial 8 bold LateBalance f_balance 475 275 260 15 Arial 8 bold head cust_email 100 275 260 15 Arial 8 bold head cust_corremail 475 260 260 15 Arial 8 bold head cust_fax 100 75 295 20 Arial 10 bold head cust_name 10 190 350 15 Arial 8 bold head cust_corraddress3 340 325 145 15 Arial 8 bold ytdsales ytdsales 475 245 260 15 Arial 8 bold head cust_phone 380 155 735 155 0 10 160 350 15 Arial 8 bold head cust_corraddress1 340 345 145 15 Arial 8 bold backlog backlog 10 175 350 15 Arial 8 bold head cust_corraddress2 100 245 260 15 Arial 8 bold head cust_corrphone 105 325 100 15 Arial 8 bold firstlastorderdate lastdate 600 305 140 15 Arial 8 bold OpenBalance f_balance 100 95 200 20 Arial 10 bold head cust_number 385 204 350 15 Arial 8 bold head citystatezip
Comments Head cust_id 46 55 40 745 40 0 Comments 16 260 0 484 15 5 Arial 8 bold Comments comment_text 60 0 95 15 Arial 8 bold Comments f_date 160 0 95 15 Arial 8 bold Comments comment_user
History Head cust_id 46 55 40 745 40 0 History 16 60 0 65 15 Arial 8 bold History f_open 290 0 85 15 Arial 8 bold History f_docdate 210 0 75 15 Arial 8 bold History docnumber 380 0 85 15 Arial 8 bold History f_duedate 470 0 85 15 Arial 8 bold History f_amount 130 0 75 15 Arial 8 bold History documenttype 560 0 85 15 Arial 8 bold History f_balance
18 95 0 100 15 Arial 8 bold Context Query report_date 705 0 40 15 Arial 8 bold Context Query page_number