Voyager to Alma Migration Query: Identify Vendors with no currently attached POs or Invoices
When migrating from Voyager to Alma, you may wish to identify and delete Vendors that have no Purchase Orders or Invoices.
These three queries (a main query with two subqueries), which you can run in Voyager's Prepackaged Access Reports, will display such Vendors. It also shows vendors that DO have purchase order or invoice activity. So you get a two-fer with this query.
Existing Voyager vendor data will be migrated from Voyager once, during the initial test load. To load successfully, vendor codes and names need to be unique. Libraries should also consider making vendor names and codes unambiguous. For more information discuss this with your migration team.
There is the Main Query which can be named anything you want:
SELECT VENDOR.VENDOR_NAME, VENDOR.VENDOR_CODE, VENDOR_TYPES.VENDOR_TYPE_DESC, Vendor_Usage_POcount_sq.CountOfPO_ID AS poCount, Vendor_Usage_POcount_sq.MaxOfPO_STATUS_DATE AS lastPOstatus, Vendor_Usage_InvCount_sq.CountOfINVOICE_ID AS invoiceCount, Vendor_Usage_InvCount_sq.MaxOfINVOICE_STATUS_DATE AS lastInvoiceStatus
FROM ((VENDOR INNER JOIN VENDOR_TYPES ON VENDOR.VENDOR_TYPE = VENDOR_TYPES.VENDOR_TYPE) LEFT JOIN Vendor_Usage_InvCount_sq ON VENDOR.VENDOR_ID = Vendor_Usage_InvCount_sq.VENDOR_ID) LEFT JOIN Vendor_Usage_POcount_sq ON VENDOR.VENDOR_ID = Vendor_Usage_POcount_sq.VENDOR_ID
ORDER BY VENDOR.VENDOR_NAME;
There are two subqueries. Name them as you see displayed below:
Subquery1 - Name It: Vendor_Usage_POcount_sq
SELECT PURCHASE_ORDER.VENDOR_ID, Count(PURCHASE_ORDER.PO_ID) AS CountOfPO_ID, Max(PURCHASE_ORDER.PO_STATUS_DATE) AS MaxOfPO_STATUS_DATE
GROUP BY PURCHASE_ORDER.VENDOR_ID;
Subquery2 - Name It: Vendor_Usage_InvCount_sq
SELECT INVOICE.VENDOR_ID, Count(INVOICE.INVOICE_ID) AS CountOfINVOICE_ID, Max(INVOICE.INVOICE_STATUS_DATE) AS MaxOfINVOICE_STATUS_DATE
GROUP BY INVOICE.VENDOR_ID;
Posted as is. If you need assistance in running custom SQL queries in Prepackaged Access Reports, consult the Voyager Customer Listserv.