Search found 81 matches

by Lisa Ennis
Wed Aug 30, 2017 9:41 am
Forum: Crystal Report Development
Topic: Crystal Report Ready Document pulling data set from a Stored Procedure
Replies: 3
Views: 869

Re: Crystal Report Ready Document pulling data set from a Stored Procedure

The Select program will set the database for you when running the report from the program. To do so, this requires connecting to the database using the OLE DB(ADO) database type and SQLOLEDB provider in Crystal. Parameters passed from the program to the report/stored procedure without being prompted...
by Lisa Ennis
Tue Apr 04, 2017 10:29 am
Forum: Crystal Report Development
Topic: Payor Code for a Transation
Replies: 2
Views: 726

Re: Payor Code for a Transation

Below are the joins for many of the ProTrust (pt schema) tables. You would need to join to pt.ContactDetail, then to zref.ContactType. Hope this helps! SELECT * FROM pt.[Transaction] AS T INNER JOIN pt.TransactionExtended AS TE ON T.[GUID]=TE.ID INNER JOIN [pt].[TransactionDetail] AS TD ON TD.ID = T...
by Lisa Ennis
Mon Feb 20, 2017 5:44 pm
Forum: Crystal Report Development
Topic: split to in additional title charges screen
Replies: 2
Views: 651

Re: split to in additional title charges screen

That data can be found in the pfm.SplitCalculation and pfm.Split tables. Refer to the rptdoc.PolicyRegister stored procedure for examples of how we extract that data for policy register reporting.
by Lisa Ennis
Tue Feb 14, 2017 6:38 pm
Forum: General
Topic: CDFDisbursment and CDFReciept relation to CDFLine
Replies: 1
Views: 333

Re: CDFDisbursment and CDFReciept relation to CDFLine

Hope these will help. These are the joins for receipts: pfm.CDFReceipt AS R INNER JOIN pfm.CDF AS CDF ON R.RootId#=CDF.RootId# AND R.CDFId$=CDF.Id# LEFT OUTER JOIN pfm.CDFPayor AS PR ON R.RootId#=PR.RootId# AND R.Id#=PR.CDFAmountId$ LEFT OUTER JOIN pfm.CDFLine AS CL ON R.RootId#=CL.RootId# AND PR.Id...
by Lisa Ennis
Tue Feb 14, 2017 11:05 am
Forum: Crystal Report Development
Topic: Accessing custom fields in order information screen
Replies: 1
Views: 725

Re: Accessing custom fields in order information screen

The order information screen has lots of business objects (Order, Loan, Property, Contacts), so they may be on a different object than Order. In your custom field manager, double check which object they were added to. Also, you will only see the tags in the XML if there is data actually entered in t...
by Lisa Ennis
Mon Feb 13, 2017 11:45 am
Forum: Integration Development
Topic: SQL CDFLines and Disbursment checks
Replies: 1
Views: 361

Re: SQL CDFLines and Disbursment checks

I recommend looking at the stored procedures rptdoc.DisbursementSummaryByCDFId, and/or the rptdoc.RevenueFeeDetails. These are good starting places for getting information related to the Disbursements and related CDF lines. These are the stored procedures used for readydoc reports and will show the ...
by Lisa Ennis
Mon Oct 31, 2016 10:56 am
Forum: Crystal Report Development
Topic: Ordering Requirements the same way as within the file
Replies: 8
Views: 995

Re: Ordering Requirements the same way as within the file

The Existing Lien position field is not persisted to the database. Please submit a request through SoftPro's Support Team that the field be added to the database.
by Lisa Ennis
Wed Oct 26, 2016 2:29 pm
Forum: Crystal Report Development
Topic: dbo.ConvertTimeFromUtc not working
Replies: 9
Views: 1370

Re: dbo.ConvertTimeFromUtc not working

In your previous post, you had noted that restarting your server corrected the issue. This is likely a setup/environmental issue that is beyond the scope of these forums. Please discuss this with your SoftPro customer support contact.
by Lisa Ennis
Wed Oct 26, 2016 2:24 pm
Forum: Crystal Report Development
Topic: Crystal Reports Flavor & Version
Replies: 2
Views: 652

Re: Crystal Reports Flavor & Version

SoftPro develops reports using Crystal Reports Developer version, production version 11.5.8.826.
by Lisa Ennis
Mon Aug 22, 2016 10:48 am
Forum: Crystal Report Development
Topic: pfm.Entity Table - XML
Replies: 1
Views: 560

Re: pfm.Entity Table - XML

I would suggest trying an indexed view to see if that may be faster for you. Also, if you can limit the records from the pf.OrderInfo table by some means prior to joining to the pfm.Entity table that could help as well. And join on to the pf.OrderInfo table on the rootId's. Is it an option to use th...