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Reconcile ERP Actuals to Plan Variances
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Reconcile ERP Actuals to Plan Variances

MediumSQL · PostgreSQL

Problem

You are given ERP actuals and a planning tool extract for the same fiscal months. Write a PostgreSQL query that reconciles the two sources by account_code and fiscal_month, returns the actual amount, planned amount, and variance, and flags each row as matched, actual_only, plan_only, or mismatch when the numbers do not tie.

Schema

erp_actuals
ColumnTypeDescription
actual_idPKINTPrimary key for the ERP posting
account_codeVARCHAR(20)General ledger account code
fiscal_monthDATEMonth bucket for the actuals
actual_amountDECIMAL(12,2)Posted ERP amount
source_systemVARCHAR(50)ERP source name
plan_forecast
ColumnTypeDescription
plan_idPKINTPrimary key for the plan row
account_codeVARCHAR(20)Planning account code
fiscal_monthDATEMonth bucket for the plan
planned_amountDECIMAL(12,2)Planned amount from the planning tool
version_nameVARCHAR(50)Plan version
Tableserp_actualsplan_forecast
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