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Evo-ERP and DBA Classic >> Sales >> Salespersons global edit
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Message started by EMI Ann on 08/12/14 at 12:55:05

Title: Salespersons global edit
Post by EMI Ann on 08/12/14 at 12:55:05

We have just split a large sales territory into two parts, and need to change half the customers in the old zone to reflect this change. Is there a global edit that will allow us to do this by zip code (the way we happen to make the territory determination) or do we have to do a thousand customers one at a time? Thanks for your help!

Title: Re: Salespersons global edit
Post by Kelloggs on 08/13/14 at 15:25:58

There are + 44,000 zip codes in the US. They are arrange from east to west, and they are not sequential due to population grow.
Wouldn't it be easier to assign territories by State?

"UPDATE BKARCUST SET BKAR_TERRITORY = 'Number Uno' WHERE BKAR_STATE = 'FL';"
Where 'FL' is Florida and 'Number Uno' its territory.

If that does not work for you guys, what about this?

The first three zip digits are the code for the main sorting center, which distributes mail to the post offices (which are identified by the last two digits).

"UPDATE BKARCUST SET BKAR_TERRITORY = 'Number Uno' WHERE LEFT(BKAR_ZIP,3) = '123';"
Where '123' is the sorting center and 'Number Uno' its territory.

Have fun ;)

Kelloggs

PD: you can use Evo's SQL Editor
System Manager TAS-R
T7SQL.RWN