Search found 81 matches

by Lisa Ennis
Tue Aug 09, 2016 2:08 pm
Forum: Integration Development
Topic: Disbursing on Issued Policies
Replies: 5
Views: 597

Re: Disbursing on Issued Policies

When you deleted the transaction, the records are correct in that you would see the positive amount when it was posted, and then the negative amount when it was deleted. When the transaction is deleted, a new, pending transaction is generated on the ledger. From that point, you have to pick up the n...
by Lisa Ennis
Mon Jun 27, 2016 2:53 pm
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

Unfortunately, you need the position field and that is not in the database. Please submit a request through SoftPro's Support Team that the field be added to the database.
by Lisa Ennis
Mon Jun 20, 2016 10:07 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 Id# field in the table is an incremented number, so using that as your sort instead of the number may work, or a combination of the two.
by Lisa Ennis
Thu Jun 02, 2016 3:01 pm
Forum: Integration Development
Topic: Joins on RequestedTask, SecurityIdentity, and Task table
Replies: 4
Views: 476

Re: Joins on RequestedTask, SecurityIdentity, and Task table

To display the information you want, you would need to change your query. Instead of using MAX on the date and grouping by the completed by full name, you would need to do sub queries or temp tables to get the ID of the max task record for each task description for the order . Then you would need to...
by Lisa Ennis
Mon May 09, 2016 11:11 am
Forum: General
Topic: CDF Fees
Replies: 4
Views: 571

Re: CDF Fees

With additional joins, you can get to the information you need. To get contact information, join to the pfm.Contact table using the field names ending with "$". (LEFT JOIN pfm.Contact AS CT ON PE.RootId#=CT.RootId# AND PE. ContactId $=CT.Id#). SELECT * FROM pfm.[Order] AS O INNER JOIN pfm.CDF AS CDF...
by Lisa Ennis
Fri Apr 22, 2016 10:19 am
Forum: Crystal Report Development
Topic: dbo.ConvertTimeFromUtc not working
Replies: 9
Views: 1370

Re: dbo.ConvertTimeFromUtc not working

Yes, thank you for posting an update. Very much appreciated.
by Lisa Ennis
Wed Apr 20, 2016 9:03 am
Forum: Crystal Report Development
Topic: dbo.ConvertTimeFromUtc not working
Replies: 9
Views: 1370

Re: dbo.ConvertTimeFromUtc not working

I copied your select query above and it returns '2016-04-19 14:08:04.000' for me. Is it failing in every query, or just specific ones? Double check how your time zone is typed in the query as I believe it is case sensitive.
by Lisa Ennis
Tue Apr 19, 2016 12:05 pm
Forum: Crystal Report Development
Topic: requirements and exceptions in the db
Replies: 1
Views: 546

Re: requirements and exceptions in the db

They are in the pfm.Phrase table. That table inherits from pfm.TitleProduct table. Zref tables are zref.RequirementExceptionNumberingType, zref.RequirementExceptionType, zref.RequirementExceptionNumberingType, and zref.RequirementExceptionType.

Hope this information helps!
by Lisa Ennis
Tue Apr 12, 2016 5:03 pm
Forum: Integration Development
Topic: Disbursing on Issued Policies
Replies: 5
Views: 597

Re: Disbursing on Issued Policies

Since you are trying to tie this back to disbursements in ProTrust, you may want to use the pt.RevenueDetail table instead. The pt.TitleCharge table joins to the pt.RevenueDetail table (RD.GUID=TC.TransactionID) and has some of the information related to title charges stored in XML that you can extr...
by Lisa Ennis
Tue Mar 29, 2016 10:44 am
Forum: General
Topic: CDF Fees
Replies: 4
Views: 571

Re: CDF Fees

The joins for your SQL query to get the recording fees collected on the CDF are below. Please let us know if you have any additional questions. SELECT * FROM pfm.[Order] AS O INNER JOIN pfm.CDF AS CDF ON O.RootId#=CDF.RootId# AND CDF.Id# BETWEEN O.Id# AND O.LastId# INNER JOIN pfm.CDFLine AS L ON CDF...