Search found 80 matches

by Lisa Ennis
Wed Jun 03, 2015 2:03 pm
Forum: Crystal Report Development
Topic: Transaciton History
Replies: 4
Views: 708

Re: Transaciton History

Data for May may be different since you recently upgraded. In 2.6, the revenue data was capture when the transaction was posted in the TransactionHUDLineAndAmount table. Once the transaction was posted, if revisions were made on the HUD, or the transaction was changed that affected the posted transa...
by Lisa Ennis
Wed Jun 03, 2015 9:18 am
Forum: Crystal Report Development
Topic: Transaciton History
Replies: 4
Views: 708

Re: Transaciton History

Hi Colin, I hope to help but I think I need more information. The IsCurrent flag on the transaction indicates that it is the transaction as it currently sits. All other records for the transaction other than the one with the is current flag are adjustments. You mention Bill Codes. Are you trying to ...
by Lisa Ennis
Mon May 11, 2015 3:08 pm
Forum: Crystal Report Development
Topic: Cameron Custom Report using Custom Fields
Replies: 1
Views: 291

Re: Cameron Custom Report using Custom Fields

There are not views or other tables that will display the custom fields, however you can create them. You do have to use the pfm.Entity table and join to the pf.OrderItemType table to retrieve the custom fields. Below is sample code for retrieving custom fields from the XML. Hope this helps. SELECT ...
by Lisa Ennis
Thu Apr 30, 2015 12:26 pm
Forum: Crystal Report Development
Topic: Cameron Custom Closed Order Report
Replies: 2
Views: 405

Re: Cameron Custom Closed Order Report

Additional join criteria is needed when joining to the pfm.Person table. When joining to tables in an object's heirachy, you will need to use a BETWEEN statement where the Id# is between the Id# and LastId# of the table it inherits from. Hope this helps. SELECT t3.Number, t3.RootID, pfm.Contact.Cont...
by Lisa Ennis
Fri Mar 27, 2015 8:44 am
Forum: Crystal Report Development
Topic: Logon Error when loading report - Cameron
Replies: 2
Views: 566

Re: Logon Error when loading report - Cameron

Most reports have a parameter for the ProfileId in the stored procedure. The Select program does a verify database on the report the first time it is run in the user's session. When that verify happens, it has to be passed a guid for the verify to work correctly. If your stored procedure has the par...
by Lisa Ennis
Fri Mar 06, 2015 12:27 pm
Forum: Crystal Report Development
Topic: Phrase Group
Replies: 4
Views: 432

Re: Phrase Group

The code below should get you what you need. Please let me know if you have any other questions. SELECT P.Code, P.[Text], IG.NameID AS GroupNameID, zPG.Code AS GroupCode, zPG.[Description] AS GroupDescription FROM pfm.Phrase AS P LEFT OUTER JOIN pfm.InstructionGroup AS IG ON p.RootId#=IG.RootId# AND...
by Lisa Ennis
Thu Mar 05, 2015 5:38 pm
Forum: Crystal Report Development
Topic: Phrase Group
Replies: 4
Views: 432

Re: Phrase Group

You can get the phrase type by joining from the pfm.Phrase table to the pf.OrderItemType table. pfm.Phrase.Type#=pf.OrderItemType.ID pf.OrderItemType.Name=’DeedEasement’ pf.OrderItemType.Name=’DeedException’ pf.OrderItemType.Name=’DeedRestriction’ pf.OrderItemType.Name=’Instruction' If you need to u...
by Lisa Ennis
Mon Feb 09, 2015 9:22 am
Forum: Integration Development
Topic: Order Ledger Notes
Replies: 3
Views: 407

Re: Order Ledger Notes

You can join the pt.Ledger table to the core.Notes table on core.Notes.ParentMoniker=pt.Ledger.ID

Code: Select all

SELECT
N.ParentMoniker,
L.Name, 
N.Content
FROM core.Notes AS N
INNER JOIN pt.Ledger AS L ON N.ParentMoniker=L.ID
by Lisa Ennis
Fri Feb 06, 2015 5:13 pm
Forum: Integration Development
Topic: dbo.AddressCityStateZip vs Address#CityStateZip
Replies: 3
Views: 366

Re: dbo.AddressCityStateZip vs Address#CityStateZip

You no longer need to use the dbo.AddressCityStatZip function, you can use the Address#CityStateZip field that concatenates those values for you. All of the Address# fields store the data based on the UseForeignAddress value.
by Lisa Ennis
Fri Oct 17, 2014 9:27 am
Forum: Crystal Report Development
Topic: Disbursed and Transfer Funds
Replies: 2
Views: 338

Re: Disbursed and Transfer Funds

In the rptdoc.DisbursedTransferredFundsByTrustDate stored procedure, there is a temp table named #TransferTransactions. In the FROM statement for the INSERT into that table, you could link on pt.Transaction.ID=pt.RevenueDetail.TransactionID. Or, in the last select statement that returns the records ...