SoftPro Developer Forum

Hi Sangeetha, if you can let me know which version of our software that you are using, I can assist you with this (Classic or Select).

Link pfm.Principal to the pfm.Contact table (pfm.Contact.RootId#=pfm.Principal.RootId# AND pfm.Contact.Id#=pfm.Principal.Id#). The pfm.Principal.BuyerSellerType field contains the code for the Type. You can link on that field to the zref.BuyerSellerType to determine if the Buyer/Seller is an Individ...

To get pending fee ledger disbursements, you would search for transactions assigned to the fee ledger type and that the dbo.Transaction.ParentTransactionID is NULL.

You do not need a join to the Adjustment table at all for the 'Pending' transactions. I would recommend using a UNION statement where you first get all the posted transactions and their adjustments, and then UNION a SELECT statement that gets the pending transactions. Below is code from custom repor...

The "TransferToIsRevenueLedger" flag is set on the ledger you are transferring funds to, it is not set in the order. Open the Revenue Ledger in ProTrust, and you will see the Revenue flag on the right side of the ledger header. Hope this helps, please let us know if you have additional que...

Good morning Michael, Using a string parameter and converting it is the workaround for not being able to pass a currency parameter through Select. Hopefully we will be addressing this in an upcoming release. I would suggest that you handle the parameter through your stored procedure and convert the ...

The Crystal currency type parameter is not a supported parameter type for use with Select. You can use a Number type parameter or a String parameter and convert it to currency using the "CCur" function. Attached is a document showing several screens of the Crystal parameters and the parame...

It will be in the HUDLineAdditionalCharge table. To get the HUD Line number, you would INNER JOIN to the HUDLine table.

We edit/alter the images using PaintShop Pro, however, there are probably similiar steps in other graphic programs. Below are the steps that we use for preparing a graphic file for a background in a Crystal Report. It is best to use a bitmap file as a background image in a ReadyDoc Report. The follo...

There are very limited scenarios where we can accurately return the payor information for a disbursement as there can be multiple payors for a transaction. Each disbursement can contain multiple hud lines, each hud line can have multiple charges, and each charge can have mulitiple payors. I would en...