Search found 84 matches

by Lisa Ennis
Thu Mar 05, 2015 5:38 pm
Forum: Crystal Report Development
Topic: Phrase Group
Replies: 4
Views: 867

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: 680

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: 610

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: 721

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 ...
by Lisa Ennis
Wed Jun 11, 2014 3:10 pm
Forum: Crystal Report Development
Topic: Using MoveIt Controls for Cascading parameters
Replies: 1
Views: 677

Re: Using MoveIt Controls for Cascading parameters

You are limited to use combo box parameters as a cascading parmeter through the Select program. In your example, the State would need to be a combo type parameter. It can cascade to a move it type parameter, but not from one. Also, due to database permissions, users often do not have direct access t...
by Lisa Ennis
Mon May 05, 2014 10:01 am
Forum: Crystal Report Development
Topic: Title premiums
Replies: 1
Views: 742

Re: Title premiums

There is not a view for Title Premiums in 3.0, however; you can use the stored procedure "rptdoc.PolicyRegister" for reference.
by Lisa Ennis
Fri Apr 18, 2014 3:54 pm
Forum: Crystal Report Development
Topic: Pending Transactions Billcode in softpro 3.0/selecdb
Replies: 2
Views: 773

Re: Pending Transactions Billcode in softpro 3.0/selecdb

The transaction source is stored in XML in the pt.TransactionSource table. The statement below should get you started. Once a transaction is posted, it writes data to the pt.RevenueDetail table. SELECT A.ID AS TransactionID, A.GUID AS TransactionID_GUID, T.c.value('./@HUDLine', 'INT') AS HUDLine, T....
by Lisa Ennis
Tue Apr 15, 2014 9:18 am
Forum: Crystal Report Development
Topic: Title only revenue
Replies: 4
Views: 1216

Re: Title only revenue

There is a view that has all the data related to all charges named TransactionHUDLineAndAmountFull. Data writes to the tables this view uses when the fees are disbursed. If the disbursement is voided, then this view subtracts the amounts. If you don't need this based on your disbursements in the ord...
by Lisa Ennis
Tue Apr 01, 2014 4:20 pm
Forum: Crystal Report Development
Topic: Title only revenue
Replies: 4
Views: 1216

Re: Title only revenue

Do you want to pull this information from the HUD Charges, or do you want to pull it from the Policy Register section of the program; or do you want to retrieve this from orders that have disbursed?
by Lisa Ennis
Wed Feb 05, 2014 4:36 pm
Forum: Crystal Report Development
Topic: Order balance from register screen
Replies: 3
Views: 878

Re: Order balance from register screen

There are several functions in the database that will give you the balance. You will need to determine which funciton to used based on trust accounting or transaction date, and whether or not you want the balance for one ledger or for multiple ledgers. All of these are in the dbo schema. IBABalances...