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SQL Query to subtract credit from Invoice Total Expand / Collapse
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Posted Friday, July 26, 2013 7:14 AM
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Hi everyone,

Basically I am building a report to calculate commissions for our sales force. We pay commissions on invoiced amounts. It is easy to pull the information from the database, however when a credit memo (Invoice Number with CM on end) is issued against the Invoice it is added to the query (see example below) since it is registered as an -invoice. Is there a where to make the invoice amount less the credit memo amount? Also, if this equals zero to not display (this happens for all invoices that equal zero in the query, but not the ones canceled out by the query).

InvoiceRecord Amount
__________________________
1001.......................$230.00
1002.......................$135.56
1003.......................$201.00 * Does not need to show on report
1003CM...................$201.00 * Does not need to show on report
1004.......................$134.00 * Report needs to show $135 - $35 = $100 <- show total
1004CM...................$ 65.00 * Does not need to show on report

Any help would be appreciated. Thanks in advance. Bill
Post #1477991
Posted Friday, July 26, 2013 7:28 AM


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Should be straightforward from here, Bill:
DROP TABLE #Invoices
CREATE TABLE #Invoices (InvoiceNo VARCHAR(10), Amount DECIMAL(10,2))
INSERT INTO #Invoices (InvoiceNo, Amount)
SELECT '1001', $230.00 UNION ALL --
SELECT '1002', $135.56 UNION ALL --
SELECT '1003', $201.00 UNION ALL -- * Does not need to show on report
SELECT '1003CM', $201.00 UNION ALL -- * Does not need to show on report
SELECT '1004', $134.00 UNION ALL -- * Report needs to show $135 - $35 = $100 <- show total
SELECT '1004CM', $65.00 -- * Does not need to show on report

SELECT *
FROM #Invoices i
CROSS APPLY (
SELECT Credits = SUM(Amount)
FROM #Invoices c
WHERE c.InvoiceNo = i.InvoiceNo+'CM'
) c
WHERE RIGHT(InvoiceNo, 2) <> 'CM'



“Write the query the simplest way. If through testing it becomes clear that the performance is inadequate, consider alternative query forms.” - Gail Shaw

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Post #1478001
Posted Friday, July 26, 2013 7:38 AM
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Thank you very much... I will see what I can do. Bill
Post #1478007
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