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Inventory Management

1. Manual Pull and Load

There might not be enough audits in the bank table. We then need to check the source. If there are more claims available, we will need to load the claims, if not, just need to notify the business as the account might be closed.

Steps

1. Run CHECK POPULATION part from Manual_Pull_(Feed Source Name).sql by using the filters specified in the script.
   • Manual_Pull_DentaCom.sql
   • Manual_Pull_PMHS.sql
   • Manual_Pull_PROC.sql
2. Select and copy the claim list by using (Get_Claim_List from SAM3) part in SAM3 database so we can remove from the claims pulled from source to eliminate duplicate claims from loading. ** Run the sample type specified in the script.
3. From the (Remove Duplicate) part, paste the copied claim list and run the DELETE query.
4. From the (Get strata update from SAM3) part, run the query and replace Update query under (Set StrataNo) and run with Alter table query.
5. From the (Get Claims) part, update the strata cursor to desired counts and run the query.
6. Copy the result, and paste into Load_To_SAM3_(PG if Sample Type is PG, E2E if E2E, UN if PA/FPG/CE2E).sql
   • Load To SAM3 E2E.sql
   • Load To SAM3 PG.sql
   • Load To SAM3 UN.sql
7. Update @SampleNo and @ReportMonth to the report month that's being loaded.
8. Save the script as the YYYYMMDD_SAMPLETITLE.sql and send out to Bud and Alexandra to be sent to DEVOPS.
9. Go into the inventory report and check if the audits are loaded.