From time to time users may report orders not populating on the production dashboard.

Use this query to understand why it isn't showing. Remember if changes are made to the sproc, this diagnostic query may need updating too.


DECLARE @OrderNumber VARCHAR(20) = 'PUT_ORDER_NUMBER_HERE';

-- Match the values used when loading the sundry screen
DECLARE @MakeAt CHAR(1) = 'W';
DECLARE @ShowOrders VARCHAR(20) = 'All';
DECLARE @ItemType VARCHAR(20) = '';
DECLARE @Team VARCHAR(50) = '';
DECLARE @OrderType VARCHAR(10) = 'All';
DECLARE @Wtops BIT = 0;

IF (@Team = 'All')
    SET @Team = '';

;WITH OrderInfo AS
(
    SELECT TOP (1)
        JT.OrderNo,
        CAST(JT.DeliveryDate AS DATE) AS DeliveryDate,
        JT.MakeAt AS JobMakeAt
    FROM dbo.JobTrack JT
    WHERE JT.OrderNo = @OrderNumber
),
ItemChecks AS
(
    SELECT DISTINCT
        LOI.OrderNumber,
        OI.DeliveryDate,
        OI.JobMakeAt,

        LOI.LineItemRef,
        LOI.Item,
        LOI.Code,
        LOI.Description,
        LOI.Comments,
        LOI.PrintItem,
        LOI.MakeAt AS ItemMakeAt,
        LOI.OrderType AS LiveOrdOrderType,

        CASE
            WHEN CAU.Code IS NULL THEN 0
            ELSE 1
        END AS IsUnit,

        CASE
            WHEN CAU.Code IS NULL THEN ISNULL(CIT.ItemType, '')
            ELSE 'Unit'
        END AS DerivedItemType,

        COALESCE
        (
            IT.PIT_Team,
            IIF(LOI.Code = 'SHORTAGE', 'Sundry', NULL),
            CASE
                WHEN OI.OrderNo LIKE '%/%'
                    THEN COALESCE(CT.PIT_Team, FullTeam.PIT_Team)
                ELSE
                    COALESCE(FullTeam.PIT_Team, CT.PIT_Team, '')
            END,
            ''
        ) AS DerivedTeam,

        ---------------------------------------------------------------------
        -- Original procedure inclusion checks
        ---------------------------------------------------------------------

        CASE
            WHEN LOI.LineItemRef LIKE OI.OrderNo + '[a-Z]%' THEN 1
            ELSE 0
        END AS Pass_LineItemRefJoin,

        CASE
            WHEN
            (
                @Wtops = 1
                OR @MakeAt =
                    CASE
                        WHEN OI.JobMakeAt = 'S' THEN ''
                        ELSE REPLACE(LOI.MakeAt, 'H', 'W')
                    END
            )
            THEN 1
            ELSE 0
        END AS Pass_MakeAt,

        CASE
            WHEN LOI.Code NOT IN
            (
                'ORIG_DEL_DATE',
                'INST',
                'INSTRUCTION',
                'ORIG_JOB',
                'PCC_SQ'
            )
            THEN 1
            ELSE 0
        END AS Pass_ExcludedCodes,

        CASE
            WHEN LOI.OrderType NOT IN ('his', 'upg') THEN 1
            ELSE 0
        END AS Pass_ExcludedOrderTypes,

        CASE
            WHEN
            (
                CASE
                    WHEN CAU.Code IS NULL THEN ISNULL(CIT.ItemType, '')
                    ELSE 'Unit'
                END <> 'FitKit'
                OR LOI.Code = 'FitKit'
            )
            THEN 1
            ELSE 0
        END AS Pass_FitKitRule,

        CASE
            WHEN LOI.PrintItem = 1 THEN 1
            ELSE 0
        END AS Pass_PrintItem,

        CASE
            WHEN LOI.Description NOT LIKE '%DELETED%' THEN 1
            ELSE 0
        END AS Pass_NotDeleted,

        CASE
            WHEN LOI.Description NOT LIKE '%REMOVED%' THEN 1
            ELSE 0
        END AS Pass_NotRemoved,

        CASE
            WHEN LOI.Description NOT LIKE '%PRICING%' THEN 1
            ELSE 0
        END AS Pass_NotPricing,

        CASE
            WHEN
            (
                ISNULL(LOI.Code, '')
                + '_'
                + ISNULL(LOI.Description, '')
                + ISNULL(LOI.Comments, '')
            ) <> 'SUNDRIES_SUNDRY ITEMS'
            THEN 1
            ELSE 0
        END AS Pass_NotSundriesPlaceholder,

        CASE
            WHEN LOI.Code NOT LIKE 'FIN%' THEN 1
            ELSE 0
        END AS Pass_NotFinCode,

        CASE
            WHEN
            (
                ISNULL(LOI.Description, '')
                + ' '
                + ISNULL(LOI.Comments, '')
            ) NOT LIKE '%NOT PRICED IN CAT%'
            THEN 1
            ELSE 0
        END AS Pass_NotPricedInCat,

        ---------------------------------------------------------------------
        -- Later filtering in the procedure
        ---------------------------------------------------------------------

        CASE
            WHEN @OrderType = 'K'
                 AND OI.OrderNo LIKE '%/%'
                THEN 0

            WHEN @OrderType = 'S'
                 AND OI.OrderNo NOT LIKE '%/%'
                THEN 0

            ELSE 1
        END AS Pass_OrderTypeFilter,

        CASE
            WHEN @ItemType = '' THEN 1

            WHEN
                CASE
                    WHEN
                        CASE
                            WHEN CAU.Code IS NULL THEN ISNULL(CIT.ItemType, '')
                            ELSE 'Unit'
                        END = ''
                    THEN 'Other'
                    ELSE
                        CASE
                            WHEN CAU.Code IS NULL THEN ISNULL(CIT.ItemType, '')
                            ELSE 'Unit'
                        END
                END = @ItemType
            THEN 1

            ELSE 0
        END AS Pass_ItemTypeFilter,

        CASE
            WHEN @Team = '' THEN 1

            WHEN COALESCE
                 (
                     IT.PIT_Team,
                     IIF(LOI.Code = 'SHORTAGE', 'Sundry', NULL),
                     CASE
                         WHEN OI.OrderNo LIKE '%/%'
                             THEN COALESCE(CT.PIT_Team, FullTeam.PIT_Team)
                         ELSE
                             COALESCE(FullTeam.PIT_Team, CT.PIT_Team, '')
                     END,
                     ''
                 ) = @Team
                THEN 1

            WHEN COALESCE
                 (
                     IT.PIT_Team,
                     IIF(LOI.Code = 'SHORTAGE', 'Sundry', NULL),
                     CASE
                         WHEN OI.OrderNo LIKE '%/%'
                             THEN COALESCE(CT.PIT_Team, FullTeam.PIT_Team)
                         ELSE
                             COALESCE(FullTeam.PIT_Team, CT.PIT_Team, '')
                     END,
                     ''
                 ) = ''
                THEN 1

            ELSE 0
        END AS Pass_TeamFilter,

        CASE
            WHEN @ShowOrders <> 'Customer Care' THEN 1
            WHEN CC.CC_OrderNumber IS NOT NULL THEN 1
            ELSE 0
        END AS Pass_CustomerCareFilter

    FROM OrderInfo OI
        INNER JOIN dbo.LiveOrdItems LOI
            ON LOI.OrderNumber = OI.OrderNo

        LEFT JOIN dbo.Count_As_Unit CAU
            ON CAU.Code = LOI.Code

        LEFT JOIN dbo.CAT_ItemType CIT
            ON CIT.Code = LOI.Code

        LEFT JOIN dbo.PROD_Item_Team CT
            ON LOI.Code = CT.PIT_Code
           AND CT.PIT_Sundry = 1

        LEFT JOIN dbo.PROD_Item_Team IT
            ON LOI.LineItemRef = IT.PIT_Code

        LEFT JOIN dbo.PROD_Item_Team FullTeam
            ON LOI.Code = FullTeam.PIT_Code
           AND FullTeam.PIT_Sundry = 0

        LEFT JOIN
        (
            SELECT DISTINCT
                REPLACE
                (
                    REPLACE(EventType, 'Addition, Order Number: ', ''),
                    ', raised.',
                    ''
                ) AS CC_OrderNumber
            FROM dbo.InstEnquiryEvents
            WHERE EventType LIKE 'Addition, Order Number:%'
              AND DateTimeLogged > '01/jan/2024'
        ) CC
            ON CC.CC_OrderNumber = OI.OrderNo
)
SELECT
    OrderNumber,
    LineItemRef,
    Item,
    Code,
    Description,
    Comments,
    DerivedItemType,
    DerivedTeam,
    IsUnit,

    CASE
        WHEN Pass_LineItemRefJoin = 1
         AND Pass_MakeAt = 1
         AND Pass_ExcludedCodes = 1
         AND Pass_ExcludedOrderTypes = 1
         AND Pass_FitKitRule = 1
         AND Pass_PrintItem = 1
         AND Pass_NotDeleted = 1
         AND Pass_NotRemoved = 1
         AND Pass_NotPricing = 1
         AND Pass_NotSundriesPlaceholder = 1
         AND Pass_NotFinCode = 1
         AND Pass_NotPricedInCat = 1
         AND Pass_OrderTypeFilter = 1
         AND Pass_ItemTypeFilter = 1
         AND Pass_TeamFilter = 1
         AND Pass_CustomerCareFilter = 1
        THEN 1
        ELSE 0
    END AS WillAppear,

    STUFF
    (
        (
            SELECT ' | ' + Reason
            FROM
            (
                VALUES
                (
                    CASE
                        WHEN Pass_LineItemRefJoin = 0
                            THEN 'LineItemRef does not match OrderNo + letter pattern'
                    END
                ),
                (
                    CASE
                        WHEN Pass_MakeAt = 0
                            THEN 'Fails MakeAt / Wtops filter'
                    END
                ),
                (
                    CASE
                        WHEN Pass_ExcludedCodes = 0
                            THEN 'Code is explicitly excluded'
                    END
                ),
                (
                    CASE
                        WHEN Pass_ExcludedOrderTypes = 0
                            THEN 'OrderType is his or upg'
                    END
                ),
                (
                    CASE
                        WHEN Pass_FitKitRule = 0
                            THEN 'Derived ItemType is FitKit but Code is not FitKit'
                    END
                ),
                (
                    CASE
                        WHEN Pass_PrintItem = 0
                            THEN 'PrintItem is not 1'
                    END
                ),
                (
                    CASE
                        WHEN Pass_NotDeleted = 0
                            THEN 'Description contains DELETED'
                    END
                ),
                (
                    CASE
                        WHEN Pass_NotRemoved = 0
                            THEN 'Description contains REMOVED'
                    END
                ),
                (
                    CASE
                        WHEN Pass_NotPricing = 0
                            THEN 'Description contains PRICING'
                    END
                ),
                (
                    CASE
                        WHEN Pass_NotSundriesPlaceholder = 0
                            THEN 'Generic SUNDRIES_SUNDRY ITEMS line is excluded'
                    END
                ),
                (
                    CASE
                        WHEN Pass_NotFinCode = 0
                            THEN 'Code starts with FIN'
                    END
                ),
                (
                    CASE
                        WHEN Pass_NotPricedInCat = 0
                            THEN 'Description/comments contain NOT PRICED IN CAT'
                    END
                ),
                (
                    CASE
                        WHEN Pass_OrderTypeFilter = 0
                            THEN 'Removed by @OrderType K/S filter'
                    END
                ),
                (
                    CASE
                        WHEN Pass_ItemTypeFilter = 0
                            THEN 'Removed by @ItemType filter'
                    END
                ),
                (
                    CASE
                        WHEN Pass_TeamFilter = 0
                            THEN 'Removed by @Team filter'
                    END
                ),
                (
                    CASE
                        WHEN Pass_CustomerCareFilter = 0
                            THEN 'Removed because ShowOrders = Customer Care and order is not flagged as CC'
                    END
                )
            ) Reasons(Reason)
            WHERE Reason IS NOT NULL
            FOR XML PATH(''), TYPE
        ).value('.', 'NVARCHAR(MAX)'),
        1,
        3,
        ''
    ) AS ReasonNotShown

FROM ItemChecks
ORDER BY
    CASE
        WHEN Pass_LineItemRefJoin = 1
         AND Pass_MakeAt = 1
         AND Pass_ExcludedCodes = 1
         AND Pass_ExcludedOrderTypes = 1
         AND Pass_FitKitRule = 1
         AND Pass_PrintItem = 1
         AND Pass_NotDeleted = 1
         AND Pass_NotRemoved = 1
         AND Pass_NotPricing = 1
         AND Pass_NotSundriesPlaceholder = 1
         AND Pass_NotFinCode = 1
         AND Pass_NotPricedInCat = 1
         AND Pass_OrderTypeFilter = 1
         AND Pass_ItemTypeFilter = 1
         AND Pass_TeamFilter = 1
         AND Pass_CustomerCareFilter = 1
        THEN 1
        ELSE 0
    END,
    Item,
    LineItemRef;