1.1. 背景
应财务核验平台来源渠道需求,关联来源渠道表,新增一份自定义报告;
1.1. 1价值
提升数据核验时间效率,2小时/月/财务数据核验
1.2. 验收目标
1. 新增来源渠道自定义报告;
2. 功能设计
2.1. 页面路径
自定义报告导出--财务来源渠道自定义
2.2.3 新增来源渠道自定义报告
2.2.3.1 功能点描述:
原设计:
无
新增 :
表列
订单来源渠道名称
真实店铺名称
所在国家
VAT税号VAT税率
清关人
业务员负责人
业务员
客服小组客服
责任库存核算方式
订单授权状态
渠道系统状态
修改时间
当前渠道系统状态
异常原因
暂停原因
备注
参考这个添加修改:
DROP TABLE IF EXISTS #OrderSourceTypeName
SELECT
a.OrderSourceType,
a.OrderSourceTypeName
INTO #OrderSourceTypeName
FROM(
SELECT 1 OrderSourceType , '亚马逊平台' OrderSourceTypeName UNION
SELECT 2 OrderSourceType , 'Ebay平台' OrderSourceTypeName UNION
SELECT 3 OrderSourceType , '团购平台' OrderSourceTypeName UNION
SELECT 4 OrderSourceType , 'B2C网站平台' OrderSourceTypeName UNION
SELECT 5 OrderSourceType , '赠送订单' OrderSourceTypeName UNION
SELECT 6 OrderSourceType , '枪手订单' OrderSourceTypeName UNION
SELECT 7 OrderSourceType , '问题订单重发' OrderSourceTypeName UNION
SELECT 8 OrderSourceType , '问题订单补发' OrderSourceTypeName UNION
SELECT 9 OrderSourceType , '代发货渠道' OrderSourceTypeName UNION
SELECT 10 OrderSourceType , '亚马逊FBA' OrderSourceTypeName UNION
SELECT 19 OrderSourceType , '其他第三方渠道' OrderSourceTypeName UNION
SELECT 20 OrderSourceType , '本地仓库备库订单' OrderSourceTypeName UNION
SELECT 21 OrderSourceType , '海外仓库备库订单' OrderSourceTypeName UNION
SELECT 22 OrderSourceType , '亚马逊仓库备库订单' OrderSourceTypeName UNION
SELECT 23 OrderSourceType , 'Wish平台' OrderSourceTypeName UNION
SELECT 24 OrderSourceType , '共享平台' OrderSourceTypeName UNION
SELECT 25 OrderSourceType , '速卖通平台' OrderSourceTypeName UNION
SELECT 26 OrderSourceType , '麦进斗平台' OrderSourceTypeName UNION
SELECT 27 OrderSourceType , '敦煌平台' OrderSourceTypeName UNION
SELECT 28 OrderSourceType , 'PayPal交易平台' OrderSourceTypeName UNION
SELECT 29 OrderSourceType , '新蛋平台' OrderSourceTypeName UNION
SELECT 30 OrderSourceType , 'LetsEcig平台' OrderSourceTypeName UNION
SELECT 31 OrderSourceType , 'Meetgift平台' OrderSourceTypeName UNION
SELECT 32 OrderSourceType , 'Qoo10平台' OrderSourceTypeName UNION
SELECT 33 OrderSourceType , 'Lazada平台' OrderSourceTypeName UNION
SELECT 34 OrderSourceType , 'Alibaba平台' OrderSourceTypeName UNION
SELECT 35 OrderSourceType , 'Cdiscount平台' OrderSourceTypeName UNION
SELECT 36 OrderSourceType , 'Linio平台' OrderSourceTypeName UNION
SELECT 37 OrderSourceType , 'Bellabuy平台' OrderSourceTypeName UNION
SELECT 38 OrderSourceType , '京东平台' OrderSourceTypeName UNION
SELECT 39 OrderSourceType , 'Tophatter平台' OrderSourceTypeName UNION
SELECT 40 OrderSourceType , 'PriceMinister平台' OrderSourceTypeName UNION
SELECT 41 OrderSourceType , 'Mercadolibre平台' OrderSourceTypeName UNION
SELECT 42 OrderSourceType , 'Shopee平台' OrderSourceTypeName UNION
SELECT 43 OrderSourceType , 'Kamvio平台' OrderSourceTypeName UNION
SELECT 44 OrderSourceType , 'Amazonvendorexpress平台' OrderSourceTypeName UNION
SELECT 45 OrderSourceType , 'Walmart平台' OrderSourceTypeName UNION
SELECT 46 OrderSourceType , 'Deal平台' OrderSourceTypeName UNION
SELECT 47 OrderSourceType , 'Jumia平台' OrderSourceTypeName UNION
SELECT 48 OrderSourceType , 'Jet平台' OrderSourceTypeName UNION
SELECT 49 OrderSourceType , 'Sears平台' OrderSourceTypeName UNION
SELECT 50 OrderSourceType , 'Shopify平台' OrderSourceTypeName UNION
SELECT 51 OrderSourceType , 'Joom平台' OrderSourceTypeName UNION
SELECT 52 OrderSourceType , 'MyMall平台' OrderSourceTypeName UNION
SELECT 53 OrderSourceType , 'FactoryMarket平台' OrderSourceTypeName UNION
SELECT 54 OrderSourceType , 'Fyndiq平台' OrderSourceTypeName UNION
SELECT 55 OrderSourceType , '京东国内平台' OrderSourceTypeName UNION
SELECT 56 OrderSourceType , 'Oberlo平台' OrderSourceTypeName UNION
SELECT 57 OrderSourceType , '速卖通V2平台' OrderSourceTypeName UNION
SELECT 58 OrderSourceType , 'LazadaV2平台' OrderSourceTypeName UNION
SELECT 59 OrderSourceType , 'Yandex平台' OrderSourceTypeName UNION
SELECT 60 OrderSourceType , 'Paytm平台' OrderSourceTypeName UNION
SELECT 61 OrderSourceType , '京东国际平台' OrderSourceTypeName UNION
SELECT 62 OrderSourceType , 'Vova平台' OrderSourceTypeName UNION
SELECT 63 OrderSourceType , '京东印尼平台' OrderSourceTypeName UNION
SELECT 64 OrderSourceType , 'UMKA平台' OrderSourceTypeName UNION
SELECT 65 OrderSourceType , 'Rakuten平台' OrderSourceTypeName UNION
SELECT 66 OrderSourceType , '值点平台' OrderSourceTypeName UNION
SELECT 67 OrderSourceType , 'Allegro平台' OrderSourceTypeName UNION
SELECT 68 OrderSourceType , '亲库平台' OrderSourceTypeName UNION
SELECT 69 OrderSourceType , 'ZoodMall' OrderSourceTypeName UNION
SELECT 70 OrderSourceType , 'Mercadolibre国际平台' OrderSourceTypeName UNION
SELECT 71 OrderSourceType , 'Gmarket平台' OrderSourceTypeName UNION
SELECT 72 OrderSourceType , 'Auction平台' OrderSourceTypeName UNION
SELECT 73 OrderSourceType , 'Coupang平台' OrderSourceTypeName UNION
SELECT 74 OrderSourceType , 'FacebookMarketplace平台' OrderSourceTypeName UNION
SELECT 75 OrderSourceType , 'KauflandDe平台' OrderSourceTypeName UNION
SELECT 76 OrderSourceType , '阿里巴巴国际站平台' OrderSourceTypeName UNION
SELECT 77 OrderSourceType , 'RatukenDE平台' OrderSourceTypeName UNION
SELECT 78 OrderSourceType , 'Wayfair平台' OrderSourceTypeName UNION
SELECT 79 OrderSourceType , '店匠平台' OrderSourceTypeName UNION
SELECT 80 OrderSourceType , 'B2W平台' OrderSourceTypeName UNION
SELECT 81 OrderSourceType , 'Kogan平台' OrderSourceTypeName UNION
SELECT 82 OrderSourceType , 'Fruugo平台' OrderSourceTypeName UNION
SELECT 83 OrderSourceType , 'Komplett平台' OrderSourceTypeName UNION
SELECT 84 OrderSourceType , 'Digitect平台' OrderSourceTypeName UNION
SELECT 85 OrderSourceType , 'Yahoo平台' OrderSourceTypeName UNION
SELECT 86 OrderSourceType , 'Bukalapak平台' OrderSourceTypeName UNION
SELECT 87 OrderSourceType , '沃尔玛DSV平台' OrderSourceTypeName UNION
SELECT 88 OrderSourceType , 'Shopyy平台' OrderSourceTypeName UNION
SELECT 89 OrderSourceType , 'L192平台' OrderSourceTypeName UNION
SELECT 90 OrderSourceType , 'OTTO平台' OrderSourceTypeName UNION
SELECT 91 OrderSourceType , 'CrossMall平台' OrderSourceTypeName UNION
SELECT 92 OrderSourceType , 'Fnac平台' OrderSourceTypeName UNION
SELECT 93 OrderSourceType , 'Darty平台' OrderSourceTypeName UNION
SELECT 94 OrderSourceType , 'EPrice平台' OrderSourceTypeName UNION
SELECT 95 OrderSourceType , 'Daraz平台' OrderSourceTypeName UNION
SELECT 96 OrderSourceType , 'Americanas平台' OrderSourceTypeName UNION
SELECT 97 OrderSourceType , 'ShopeeV2平台' OrderSourceTypeName UNION
SELECT 98 OrderSourceType , 'Snapdeal平台' OrderSourceTypeName UNION
SELECT 99 OrderSourceType , 'Submarino平台' OrderSourceTypeName UNION
SELECT 100 OrderSourceType , 'Overstock平台' OrderSourceTypeName UNION
SELECT 101 OrderSourceType , 'ManoMano平台' OrderSourceTypeName UNION
SELECT 102 OrderSourceType , 'RueduCommerce平台' OrderSourceTypeName UNION
SELECT 103 OrderSourceType , 'TradeMe平台' OrderSourceTypeName UNION
SELECT 104 OrderSourceType , 'TikTok平台' OrderSourceTypeName UNION
SELECT 105 OrderSourceType , 'Worten平台' OrderSourceTypeName UNION
SELECT 106 OrderSourceType , 'PayPayMall平台' OrderSourceTypeName UNION
SELECT 107 OrderSourceType , 'Target平台' OrderSourceTypeName UNION
SELECT 108 OrderSourceType , 'Flipkart平台' OrderSourceTypeName UNION
SELECT 109 OrderSourceType , 'BestBuy平台' OrderSourceTypeName UNION
SELECT 110 OrderSourceType , 'BolCom平台' OrderSourceTypeName UNION
SELECT 111 OrderSourceType , 'Tokopedia平台' OrderSourceTypeName UNION
SELECT 112 OrderSourceType , 'SHOPLINE平台' OrderSourceTypeName UNION
SELECT 114 OrderSourceType , 'Akulaku平台' OrderSourceTypeName UNION
SELECT 115 OrderSourceType , 'Funpinpin平台' OrderSourceTypeName UNION
SELECT 116 OrderSourceType , 'Fannoshop平台' OrderSourceTypeName UNION
SELECT 117 OrderSourceType , 'OnBuy' OrderSourceTypeName UNION
SELECT 118 OrderSourceType , 'HomeDepot' OrderSourceTypeName UNION
SELECT 119 OrderSourceType , 'WooCommerce' OrderSourceTypeName UNION
SELECT 120 OrderSourceType , 'Thisshop' OrderSourceTypeName UNION
SELECT 121 OrderSourceType , 'XShoppy' OrderSourceTypeName UNION
SELECT 124 OrderSourceType , 'Catch平台' OrderSourceTypeName UNION
SELECT 125 OrderSourceType , '拼多多跨境' OrderSourceTypeName
)a
-- 查询
SELECT
ost.OrderSourceTypeName '平台',
os.OrderSourceName [来源渠道名称],
osl.AddTime [导入时间],
CASE
WHEN osl.AddTime >= DATEADD(MONTH,-3,GETDATE()) THEN '新账号-3个月内'
WHEN osl.AddTime < DATEADD(MONTH,-3,GETDATE()) and osl.AddTime >= DATEADD(MONTH,-12,GETDATE()) THEN '普通账号-1年内'
ELSE '老账号-大1年'
END [账号类型],
de.DepartmentName [负责部门],
CASE os.SourceStatus
WHEN 0 THEN '正常'
WHEN 1 THEN '申诉中'
WHEN 2 THEN '暂停'
WHEN 3 THEN '注销'
ELSE NULL
END [渠道系统状态],
(SELECT
MAX(ros.PayTime)
FROM dbo.RB_Report_OrderSettlement ros(NOLOCK)
INNER JOIN dbo.RB_OrderInfo oi(NOLOCK) ON oi.CustomerID = ros.CustomerID AND oi.OrderCode = ros.OrderCode
WHERE ros.CustomerID=1 AND oi.IsStockOrder=0 AND oi.IsSystem = 0 AND ros.PayTime >= DATEADD(DAY, -360, GETDATE()) AND oi.OrderSourceID=os.ID
) [最近一笔订单支付时间],
os.UpdateTime [来源渠道最近更新时间],
os.RealShopName '真实店铺名称',
os.OrderSourceCountry '所在国家',
os.VATRatio '税率',
os.SaleVATRatio '销售税率',
os.SaleAdminName '首选销售人员',
os.ServiceAdminName '客服人员',
os.ReasonWithRemark '备注',
CASE os.IsActive
WHEN 0 THEN '激活'
WHEN 1 THEN '不激活'
ELSE NULL
END '是否激活'
FROM dbo.RB_OrderSource os (NOLOCK)
LEFT JOIN (
SELECT CustomerID,LogTableID,MIN(AddTime) AddTime
FROM dbo.RB_OrderSource_Log osl(NOLOCK)
WHERE osl.LogTableName='RB_OrderSource'
GROUP BY osl.CustomerID,osl.LogTableID
) osl ON osl.CustomerID = os.CustomerID AND osl.LogTableID = os.ID
LEFT JOIN irobotbox.dbo.RB_Admin ad(NOLOCK) ON ad.CustomerID = os.CustomerID AND ad.ID = os.SaleAdminID
LEFT JOIN irobotbox.dbo.RB_Department de(NOLOCK) ON de.CustomerID = os.CustomerID AND de.ID = ad.DepartmentID
LEFT JOIN(
SELECT
ros.CustomerID,
ros.OrderCode,
ros.OrderSourceID,
ros.Incomes,
ros.Profits,
ros.USD_ExchangeRMB,
ros.PayTime,
ROW_NUMBER() OVER(PARTITION BY oi.OrderSourceID ORDER BY oi.PayTime DESC) [rank]
FROM dbo.RB_Report_OrderSettlement ros(NOLOCK)
INNER JOIN dbo.RB_OrderInfo oi(NOLOCK) ON oi.CustomerID = ros.CustomerID AND oi.OrderCode = ros.OrderCode
WHERE ros.CustomerID=1 AND oi.IsStockOrder=0 AND oi.IsSystem = 0 AND ros.PayTime >= DATEADD(DAY, -360, GETDATE())
)ros ON ros.OrderSourceID=os.ID AND ros.CustomerID = os.CustomerID
LEFT JOIN #OrderSourceTypeName ost ON ost.OrderSourceType = os.OrderSourceType
WHERE
os.CustomerID=1
--os.CustomerID=1
--AND os.ID=17225
AND os.OrderSourceType =2
GROUP BY CASE
WHEN osl.AddTime >= DATEADD(MONTH, -3, GETDATE()) THEN
'新账号'
WHEN osl.AddTime < DATEADD(MONTH, -3, GETDATE())
AND osl.AddTime >= DATEADD(MONTH, -12, GETDATE()) THEN
'普通账号'
ELSE
'老账号'
END,
CASE os.SourceStatus
WHEN 0 THEN
'正常'
WHEN 1 THEN
'申诉中'
WHEN 2 THEN
'暂停'
WHEN 3 THEN
'注销'
ELSE
NULL
END,
ost.OrderSourceTypeName,
os.OrderSourceName,
de.DepartmentName,
osl.AddTime,
os.UpdateTime,
os.RealShopName,
os.OrderSourceCountry,
os.ID,
os.VATRatio,
os.SaleVATRatio,
os.SaleAdminName,
os.ServiceAdminName,
os.ReasonWithRemark,
CASE os.IsActive
WHEN 0 THEN '激活'
WHEN 1 THEN '不激活'
ELSE NULL
END
线上直接配置自定义报告