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  • Lookup

    I have imported a table from a POS system. The account_name in the POS system is different from the account_name in the primary database.

    So I have added a field to the primary people table called "POS_Account". Thinking that I can use lookup to read the value in the imported data (account_name) the read the value in the primary (pos_account), replacing "account_name" in the imported data with the correct value from the primary table. (Does that make sense?)

    PRIMARY.account_name = "Brodbeck, Alberta"
    POS.account_name = BRODBECKA

  • #2
    Re: Lookup

    Sorta.

    You want to "correct" the account_name in the imported table? Has the POS_Account field been populated in the primary table?

    One way to change the account_name in the imported table would be to design a posting operation where the POS_Account is the linking field and use a lookup() to get the correct value to post. Another way would be to create a set with the imported table as the parent and the primary table as the child, linked on POS_Account, and design an update operation to update the account_name in the parent with the account_name from the child.

    The second option is usually easier, in my experience.
    There can be only one.

    Comment


    • #3
      Re: Lookup

      I suppose you can do what you are proposing, but to answer your question "does this make sense," I think we need more information. For example, what use are going to make of the data in POS table? Is everything else in the two tables identical or is POS giving you additional data (fields) you need in addition to what is in your "Primary" table? When you import the POS table, does it contain just one record or are there many?

      I see Stan has beat me to this, but I still think we need more context.

      Raymond Lyons

      Comment


      • #4
        Re: Lookup

        The PEOPLE table contains account information; credit terms, etc. The POS table contains transactions.

        I am a newbie here so bear with me please ...

        I want the "Account" field in the POS table to be the same "Account" shown in the PEOPLE table - so that I can summarize the data along with other account information. I have yet another transaction table - invoices, etc. - taken from Quickbooks. I want to join the pos transactions with that one.

        I think a "lookup" is what I want - but am struggling with what goes there.

        When I try this:
        lookupc("F", ACCOUNT_NAME, "POS_ACCOUNT", PEOPLE, "ACCOUNT_NAME")

        It doesn't resolve to anything. I get "Invalid or imcomplete expression".

        Comment


        • #5
          Re: Lookup

          I got it.

          lookupc("F", POS_ACCOUNT, "ACCOUNT_NAME","people","Pos_Account")

          Comment


          • #6
            Re: Lookup

            This is wierd and I can't figure out how I did it. In the same table, the POS system uses the employee's intials as the userid. In the people table, this field ("POS_ID") is a 2nd field.

            In the import file, I see "jbw". When I import the transaction table, it gets transposed to "John Williams".

            This is done solely through a lookup on the lookup tab - and it is exactly what I want.

            So I have two tables:
            EMPLOYEE which has a person's name in it (as the primary key) and the initials are in a 2nd field
            POSTRANS which has the person's initials in it

            On the other hand, two tables:
            PEOPLE which has a person's name in it (as the primary key) and the CUST_ID which is a 2nd field.
            POSTRANS which has the CUST_ID in it.

            How come, when I do the import, the Employee name replaces the initials - but - the Customer name does not replace the "CUST_ID" value?

            Comment


            • #7
              Re: Lookup

              Betty, the message board supports file uploads. Why not upload a zipped copy of the database (after purging or obscuring sensitive data)? If you supply a narrative set of directions for us to follow we can retrace your steps on our machines... and offer specific explanations to your general questions.

              Comment


              • #8
                Re: Lookup

                I got it - again. And what it was was the linking field in the lookup was different.

                Comment

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