Search found 22 matches

by cgriffin
Mon Jan 11, 2016 6:38 pm
Forum: Integration Development
Topic: Custom Business Rules
Replies: 9
Views: 723

Re: Custom Business Rules

Good afternoon Bob, I totally understand, not enough hours in the day. Could the read-only be applied just to specific groups? For example, for administrators it would not be read-only, but for an Escrow Officer it would be read-only? Or at least someway or how have an option to update it, outside o...
by cgriffin
Mon Jan 11, 2016 4:13 pm
Forum: Integration Development
Topic: Custom Business Rules
Replies: 9
Views: 723

Re: Custom Business Rules

Good afternoon,

I was wondering if anyone had an opportunity to review my response?

Thank you,
Colin.
by cgriffin
Fri Jan 08, 2016 11:47 am
Forum: Integration Development
Topic: Custom Business Rules
Replies: 9
Views: 723

Re: Custom Business Rules

Good morning Bob, We have encountered situations where we have a value in SI net owner's premium. However, on the CD, example line H.01 where that value for -SI net owner's premium - has been mapped to, individuals are zeroing out that amount in H.01 incorrectly. Which can result in us not charging ...
by cgriffin
Wed Jan 06, 2016 5:20 pm
Forum: Integration Development
Topic: Custom Business Rules
Replies: 9
Views: 723

Custom Business Rules

Good afternoon, I am trying to create a business rule which states that if - Order.Title.TitleInsuranceCalculations.PolicyType =' Simultaneous' and Order.CDFs.Lines.Charges.Description = 'Title - Owner's Title Insurance' but value in Order.Title.TitleInsuranceCalculations.OwnersPolicy.PremiumCalcula...
by cgriffin
Tue Jul 07, 2015 6:27 pm
Forum: Crystal Report Development
Topic: 2.6 to 3.0 Data (Endorsement) Conversion issue?
Replies: 2
Views: 559

2.6 to 3.0 Data (Endorsement) Conversion issue?

Good afternoon, In 2.6 in the GUI and database both reflect endorsement charges. However, in 3.0 both reflect endorsement charges in the GUI, but not in the expected places in 3.0 File ‘X’ is reflecting endorsement charges in the 3.0 database, specifically: Endorsement (XML) field data: AdditionalTi...
by cgriffin
Tue Jun 30, 2015 6:54 pm
Forum: Crystal Report Development
Topic: Enterprise to Cameron Report Conversion
Replies: 1
Views: 423

Enterprise to Cameron Report Conversion

Good evening, I am trying to find where in the Cameron Database would I find the "Type" as indicated in the code below from Enterprise? From what I can tell, it does not exist. from policyregister t3 left outer join search t1 on t1.firmfile = t3.firmfile where t3.firmfile in (select firmfile from #p...
by cgriffin
Wed Jun 03, 2015 12:56 pm
Forum: Crystal Report Development
Topic: Transaciton History
Replies: 4
Views: 710

Re: Transaciton History

Here is some additional detail on one transaction that I would expect to be on the May revenue report for our Minnesota office. I am not sure if this is indicative of every transaction, but I thought I would share in the hopes that we can better understand how to pull revenue. The order in question ...
by cgriffin
Wed Jun 03, 2015 10:03 am
Forum: Crystal Report Development
Topic: Transaciton History
Replies: 4
Views: 710

Re: Transaciton History

Good morning Lisa, Thank you for your quick response. The report itself works fine in 3.0, for every month I spot checked, except for May 2015. I went ahead and modified the report early yesterday from 2.6 to 3.0, to take account for the database changes, including the pt.RevenueDetail table. The is...
by cgriffin
Wed Jun 03, 2015 12:24 am
Forum: Crystal Report Development
Topic: Transaciton History
Replies: 4
Views: 710

Transaciton History

Good evening, We recently moved from 2.6 to 3.0. It appears that the 'IsCurrent' flag in pt.transaction is recommend to be: IsCurrent= 1. I would like to know, how does the system determine or perhaps change 'IsCurrent=0 to IsCurrent=1 - essentially what is the trigger? For the month of April, IsCur...
by cgriffin
Thu May 07, 2015 6:03 pm
Forum: Crystal Report Development
Topic: Cameron Custom Report using Custom Fields
Replies: 1
Views: 295

Cameron Custom Report using Custom Fields

Good afternoon, We have a Custom Field attached to the property page in Cameron. We are trying to retrieve that data. According to other posts, you need to use the pf,Order and pfm.Entity tables, and retrieve it from the column: Custom#. However, this is XML. Are there views or another table, where ...