Case study - cqr accounting

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Reference no: EM13910312

The Case Study: CQR Accounting

After reviewing all the designs, defining the scope and long deliberations with Alan, Edward and Peter of CQR, the design of the database has been finalised. In this assignment you will use a ‘simplified' database model as depicted by the ERD in the accompanying document - ITECH1006-5006_Assignment2_201427_ER_Diagram.

Changes from assignment 1 have been implemented and include:

• No requirement for the following entities:
O EMPLOYEEQUALIFICATION
O QUALIFICATION
O DEPENDENTQUALIFICATION
O POSTCODE
O CITYSTATE
O STATE
o BUSINESS - implemented within CLIENT

• No requirement for AuditSupervisor functionality so remove column and relationship from BILLINGEMPLOYEE;

• ClientContact and ClientABN are not always required so allow NULLs in these columns on CLIENT;

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• Remove the need to distinguish by client type so remove ClientType attribute from CLIENT;

• It was felt more information was needed about SERVICETYPE entries so a ServiceTypeNote column was added;

• Just having EmployeeNumber (provided by the HR system and not auto-incremented) was deemed insufficient information so an additional column was added to store the EmployeeName from that system;

• BillingEndTime on BILLINGRECORD defaults to 6:00pm when a billing record is first entered. This is then changed when the employee completes the task.

At this stage, you are to imagine what the state of the database would be at the close of business on the next day, subject to the requirements of this task, and all subsequent tasks.

Write queries to find out the following:

• Find the unused structures e.g. there is one Superannuation client but no Partnership clients on the starter database.
• Find the unused sectors;
• Find the unrequested services;
• Find the unused billing cost types;
• Find domains for which there is none or only one current employee with that expertise;
• Find the minimum billing rate for each employee type for the most recent billing rate effective date;

B. Test Data

This task will only be completed after you have finished this and all subsequent tasks. You should create a single script -

which will contain the statements to insert the required data to:

• satisfy this section's requirements;
• satisfy the specific scenarios outlined below in section C; and
• where necessary provide meaningful data for the SQL queries specified in sectionD.

Queries that are correct and do not produce output using your test data will lose 50% of the marks allocated so you should carefully check your test data and ensure it thoroughly validates your SQL queries. For example if a query asks to display the full details for all CLIENTS who have a TAS or a NT address then at least two rows are expected to be displayed. If the data provided in the supplied schema file does not do this you need to work out a way of doing that and include in your script file.

There should be comments in the script to explain what is being done and to identify what parts of the assignment are being covered. The script should contain a single COMMIT statement as the last line of the script, i.e. all inserts should be treated as a single transaction. The data should be structured in such a way that once it has been inserted and the "commit" SQL command has been run, the database is in a consistent state. Specifically for this section, and using the information obtained from the previous section, you should add as a minimum:

• Three new clients. These clients should:
o have a structure that has not been used yet;
o operate in sectors that have not been used yet (but may include existing ones if they operate in more than one);
o require services that have not been requested yet (but may include existing ones);
o have one unique billing on cost type charged to them for the day;
• Two new employees - one Accountant and one Administrator. They need to:
o at least work in domains for which there is none or only one current employee with that expertise;

C. Specific Scenarios - Manipulate the Database

In the following section, the SQL scripts must correctly manage transactions. You should also ensure that any related data impacted by your script actions are correctly managed.

Copies of your SQL scripts should be placed in the ITECH1006_5006_StudentName_StudentNumber_Test_and_Scenario_Data_Script file

1. A new accountant is to be added (assume it has not been updated from the HR system). His name is Matthias Window. He has expertise in Taxation and Corporate affairs and will be charged out at a rate of $160.00 per hour from today (16th September 2014).

Include this new employee and his details on the CQR database. Assume that the employee number for this new employee is 1 more than the largest employee in the BILLINGEMPLOYEE table.

 the value for employee number should be obtained through SQL, not hardcoded.

2. His first work is to give some tax advice to an existing client who he thinks is Bill Wilson. He spends an hour from 8:30 doing so but can't find the service type code so creates a new one for donations and uses that. He then moves on to some research for half an hour for an existing client Richard Smith. In both cases he forgets to key in an end time.

Include the details of this sequence of billing in the database.

 the clients should be found with SQL, not hardcoded. 

3. At 10:00 Matthias realises he actually worked for Bill Watson initially not Bill Wilson, that he should have used the communication code for that work and that he should have completed the times correctly.

Include the details of these corrections in the database.

insert new records and remove the old ones where applicable rather than modifying the existing ones.

4. Matthias is then tasked with completing a corporate return for 2 Boy's Plumbing Pty. Ltd. He gets the time wrong and keys in 9:30am and spends 2 hours completing the return, updating the completion time to 11:30 when he is finished. As part of the process he raises an on-cost record for the lodgement fee ($110.00) for the return. Include the above changes in the database.

 prevent the duplication of start times (he has already recorded a 9:30am time for another client) in your SQL.

5. Alan Counting reduces Matthias Window's billing rate by 25%.

D. Querying of Database using SQL Statements

1. Display the full details for all clients - the name details (firstname and lastname) should be shown in one column called 'Client Name' and the address details (street1, street2, city, state and postcode) in one column called ‘Client Address'.

2. Display the full details for all clients who have a TAS or a NT address.

3. Display the full details for all service types in the CQR service type table which have the word 'advice' (upper or lowercase) in any of their columns.

4. Alan is considering what the effect of increasing the billing rate on all employees by 5% would be. Display the employee number, name, effective date and increased billing rate of all employees in CQR.

5. Display the full details for the cheapest billing employee provided by CQR.

6. Display the details of all clients for whom no billing on cost records exist for the current year (2014). Display in client concatenated firstname, lastname order.

7. Provide the total number of employees, total billing rate, average billing rate for the practice.

8. Calculate the total charges, excluding on-costs per client for the month of September 2014.

9. Display the employee number, client number, service ID and billingstarttime for service types of "Advice" or "Communication" type where the actual charge on any billing record is cheaper than $150 and the time duration is between 15 and 30 minutes. Order the list such that the billingrecords which are least expensive are listed first.

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10. For all clients currently in the CQR system, display details about the clients and those with sector records and those without sector records:

• for each client with sectors: display the string 'With sectors', the client number, client first name concatenated with the client last name, and the total number of sectors the client is involved in, and

• for each client without sector records: display the string 'Without sectors', the client number, client first name concatenated with the client last name, and the total number of sectors as a string of ‘Not applicable'.

Note that that the results from this listing should be displayed in a single result output.

Hint: Make use of the "UNION" relational operator as part of your SQL statement.

11. Display details of all employees (number, name) for whom billingrecords have been created when they are not identified as having that expertise i.e. those employees who have charged to a service that they do not have a domain record for.

12. Select employee number and the distinct service from the billingrecords where any record for that service took in excess of 1 hour to complete. You should only display one employee number, service and description combination even when multiple records qualify.

13. Display the structure details for which the smallest total billable activity (time) has been performed in the last month - (17-08-2014 to 16-09-2014)

14. Report the average number of billing records per employee per day.

1387_CQR Accounting.png

Attachment:- CQR-ass2-schm0901.rar

Reference no: EM13910312

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