SoftPro Developer Forum

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...

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 ...

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 ...

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...

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...

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...

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...

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

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.

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 ...