Question

Customer Table (usage is kwH)
+----+----------+------------+----------+----------+----------+-------+-------+
| ID | Customer | Account_no | Meter_no | Supplier |  Active  | Usage | Repid | 
+----+----------+------------+----------+----------+----------+-------+-------+
|  1 | Joe      |        123 |      111 | NSTAR    | active   |  20   |  100  |
|  2 | Joe      |        123 |      222 | NSTAR    | active   |  30   |  100  |
|  3 | Joe      |        123 |      150 | NSTAR    | inactive |  60   |  100  |
|  4 | Sam      |        456 |      352 | SEP      | active   |  50   |  100  |
|  5 | Jill     |        789 |      222 | FES      | active   |  40   |  200  |
|  6 | Mike     |        883 |      150 | ABB      | inactive |  40   |  200  |
+----+----------+------------+----------+----------+----------+-------+-------+


Payment_Receive (table)
+------------+----------+-------------+-------------+
| Account_no | Supplier | Amount_paid | PaymentDate |
+------------+----------+-------------+-------------+
|        123 | NSTAR    | 20          | 2011-11-01  |
|        456 | SEP      | 40          | 2011-11-01  |
|        456 | SEP      | -40         | 2011-11-01  |
|        456 | SEP      | 40          | 2011-11-01  |
|        789 | FES      | 50          | 2011-11-01  |
|        883 | ABB      | 30          | 2011-11-01  |
+------------+----------+-------------+-------------+

The two tables are use for rep payout. We do not have control over the payout_table because it comes from outside. This creates certain problems because we can not do one-to-one match between the two tables. Leaving that aside, I would like to have payout calculated for RepID = 100 with certain criteria. This is the output I would like to see for RepId = 100

+------------+----------+-------------+-------------+-------------+
| Account_no | Supplier | Amount_paid |    Usage    | PaymentDate |
+------------+----------+-------------+-------------+-------------+
|        123 | NSTAR    | 20          |    60*      | 2011-11-01  |
|        456 | SEP      | 40          |    50       | 2011-11-01  |
|        456 | SEP      | -40         |    40       | 2011-11-01  |
|        456 | SEP      | 40          |    40       | 2011-11-01  |
+------------+----------+-------------+-------------+-------------+

Note here that

• Account_no 123 exists twice in customers table, it must show one time in rep payout
• 3 amounts were paid to account_no 456, all the three must show in the report

Reports are calculated on Monthly basis

---

Script for example (Updated with Usage column)

create database testcase
go

use testcase 
go

create table customers (
  id int not null primary key identity,
  customer_name varchar(25),
  account_no int,
  meter_no int,
  supplier varchar(20),
  active varchar(20),
  usage int,
  repid int
)

create table payments_received (
  account_no int,
  supplier varchar(20),
  amount_paid float,
  paymentdate smalldatetime
)

insert into customers values('Joe',123, 111,'NSTAR','active',20,100)
insert into customers values('Joe',123, 222,'NSTAR','active',30, 100)
insert into customers values('Joe',123, 150,'NSTAR','inactive',60,100)

insert into customers values('Sam',456, 352,'SEP','active',40,100)
insert into customers values('Jill',789, 222,'FES','active',40,200)
insert into customers values('Mike',883, 150,'ABB','inactive',40,200)

select * from customers

insert into payments_received values(123,'NSTAR',20,'2011-11-01')
insert into payments_received values(456,'SEP',40,'2011-11-01')
insert into payments_received values(456,'SEP',-40,'2011-11-01')
insert into payments_received values(456,'SEP',40,'2011-11-01')

insert into payments_received values(789,'FES',50,'2011-11-01')
insert into payments_received values(883,'ABB',30,'2011-11-01')

select * from payments_received

---

Updated: Updated The question and script

• Usage been added to Customers table

• Usage must appear int the result table

*60 = Notice that there are 2 active records (and one inactive). This could be the sum of the two, the one that is larger. This column is created problem removing duplicates

Answer 1

Two database brand independent options:

option 1:

  Select 
   * 
  from 
      Payment_Receive PR
    inner join 
      (select distinct Account_no, Supplier 
       From Customer where Repid = 100 )  C
    on (PR.Account_no = C.Account_no 
       and PR.Supplier = C.Supplier )

option 2:

  Select 
   * 
  from 
      Payment_Receive PR
  Where exists
      (select *
       From Customer C
       where 
          Repid = 100 and
          PR.Account_no = C.Account_no and
          PR.Supplier = C.Supplier )

with date range:

option 1:

  Select 
   * 
  from 
      Payment_Receive PR
    inner join 
      (select distinct Account_no, Supplier 
       From Customer where Repid = 100 )  C
    on (PR.Account_no = C.Account_no 
       and PR.Supplier = C.Supplier )
   where
     year(PR.PaymentDate) = 2011 and
     month(PR.PaymentDate) = 11

option 2:

  Select 
   * 
  from 
      Payment_Receive PR
  Where exists
      (select *
       From Customer C
       where 
          Repid = 100 and
          PR.Account_no = C.Account_no and
          PR.Supplier = C.Supplier )
   and
     year(PR.PaymentDate) = 2011 and
     month(PR.PaymentDate) = 11