UFN_QUERY_PLANNEDGIFTACKNOWLEDGEMENTOUTPUT
Return
Return Type |
---|
table |
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@NAMEFORMATPARAMETERID | uniqueidentifier | IN | |
@ADDRESSPROCESSINGOPTIONID | uniqueidentifier | IN | |
@SEASONALDATE | datetime | IN |
Definition
Copy
CREATE function [dbo].[UFN_QUERY_PLANNEDGIFTACKNOWLEDGEMENTOUTPUT]
(
@NAMEFORMATPARAMETERID uniqueidentifier,
@ADDRESSPROCESSINGOPTIONID uniqueidentifier,
@SEASONALDATE datetime = null
)
returns table
as
return
(
select
PLANNEDGIFT.ID as PLANNEDGIFTID,
PLANNEDGIFT.CONSTITUENTID as CONSTITUENTID,
NF.NAME as CONSTITUENTNAME,
A.ADDRESSEE,
A.SALUTATION,
A.CONTACT as CONTACTADDRESSEE,
A.POSITION,
A.ADDRESSBLOCK,
A.CITY,
A.STATE,
A.POSTCODE,
A.COUNTRY,
-- PLANNEDGIFT INFORMATION ***********,
PLANNEDGIFT.VEHICLECODE as VEHICLECODE,
PLANNEDGIFT.VEHICLE as VEHICLE,
PLANNEDGIFT.EXPECTEDMATURITY as EXPECTEDMATURITY,
PLANNEDGIFT.ISREVOCABLE as ISREVOCABLE,
case when PLANNEDGIFT.ISANONYMOUS = 0 then '' else 'anonymous' end as ISANONYMOUS,
PLANNEDGIFT.TRANSACTIONNETPRESENTVALUE as NETPRESENTVALUE,
PLANNEDGIFT.NETPRESENTVALUEDATE as NETPRESENTVALUEDATE,
PLANNEDGIFT.TRANSACTIONREMAINDERVALUE as REMAINDERVALUE,
PLANNEDGIFT.REMAINDERVALUEDATE as REMAINDERVALUEDATE,
PLANNEDGIFT.TRANSACTIONRECOGNITIONAMOUNT as RECOGNITIONAMOUNT,
PLANNEDGIFT.TRANSACTIONGIFTAMOUNT as GIFTAMOUNT,
PLANNEDGIFT.GIFTDATE as GIFTDATE,
-- PAYOUT INFORMATION ***********,
PLANNEDGIFT.PAYOUTRATE as PAYOUTRATE,
PLANNEDGIFT.TRANSACTIONPAYOUTAMOUNT as PAYOUTAMOUNT,
PLANNEDGIFT.PAYMENTFREQUENCYCODE as PAYMENTFREQUENCYCODE,
PLANNEDGIFT.PAYMENTPERIODSTART as PAYMENTPERIODSTART,
PLANNEDGIFT.PAYMENTPERIODEND as PAYMENTPERIODEND,
PLANNEDGIFT.DISCOUNTRATE as DISCOUNTRATE,
-- DESIGNATION 1 INFORMATION ***********,
(select DESIGNATIONNAME from dbo.UFN_PLANNEDGIFT_GETORDEREDDESIGNATIONS_2(PLANNEDGIFT.ID) where ROWNUMBER = 1) as DESIGNATION1NAME,
(select TRANSACTIONAMOUNT from dbo.UFN_PLANNEDGIFT_GETORDEREDDESIGNATIONS_2(PLANNEDGIFT.ID) where ROWNUMBER = 1) as DESIGNATION1AMOUNT,
-- DESIGNATION 2 INFORMATION ***********,
(select DESIGNATIONNAME from dbo.UFN_PLANNEDGIFT_GETORDEREDDESIGNATIONS_2(PLANNEDGIFT.ID) where ROWNUMBER = 2) as DESIGNATION2NAME,
(select TRANSACTIONAMOUNT from dbo.UFN_PLANNEDGIFT_GETORDEREDDESIGNATIONS_2(PLANNEDGIFT.ID) where ROWNUMBER = 2) as DESIGNATION2AMOUNT,
-- BENEFICIARY 1 INFORMATION ***********,
(select BENEFICIARYNAME from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 1) as BENEFICIARY1NAME,
--(select BENEFICIARYRELATIONSHIP from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 1) as BENEFICIARY1RELATIONSHIP,
(select BENEFICIARYAGE from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 1) as BENEFICIARY1AGE,
(select BENEFICIARYDEPENDENCY from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 1) as BENEFICIARY1DEPENDENCY,
(select BENEFICIARYTYPE from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 1) as BENEFICIARY1TYPE,
--(select CONSTITUENTISBENEFICIARY from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 1) as CONSTITUENTISBENEFICIARY1,
-- BENEFICIARY 2 INFORMATION ***********,
(select BENEFICIARYNAME from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 2) as BENEFICIARY2NAME,
--(select BENEFICIARYRELATIONSHIP from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 2) as BENEFICIARY2RELATIONSHIP,
(select BENEFICIARYAGE from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 2) as BENEFICIARY2AGE,
(select BENEFICIARYDEPENDENCY from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 2) as BENEFICIARY2DEPENDENCY,
(select BENEFICIARYTYPE from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 2) as BENEFICIARY2TYPE,
--(select CONSTITUENTISBENEFICIARY from dbo.UFN_PLANNEDGIFT_GETORDEREDBENEFICIARIES(PLANNEDGIFT.ID) where ROWNUMBER = 2) as CONSTITUENTISBENEFICIARY2,
-- POOLED INCOME FUND INFORMATION ***********,
PLANNEDGIFT.POOLEDINCOMEFUNDCODEID as POOLEDINCOMEFUNDCODEID,
PLANNEDGIFT.POOLEDINCOMEFUNDTOTALUNITS as POOLEDINCOMEFUNDTOTALUNITS,
PLANNEDGIFT.POOLEDINCOMEFUNDPERCENT as POOLEDINCOMEFUNDPERCENT,
-- ASSET INFORMATION ***********,
dbo.UFN_ASSETTYPECODE_GETDESCRIPTION(ASSET.ASSETTYPECODEID) as ASSETTYPE,
ASSET.DESCRIPTION as ASSETDESCRIPTION,
ASSET.TRANSACTIONVALUE as ASSETVALUE,
ASSET.TRANSACTIONCOSTBASIS as ASSETCOSTBASIS,
dbo.UFN_ASSETVALUATIONMETHODCODE_GETDESCRIPTION(ASSET.ASSETVALUATIONMETHODCODEID) as ASSETVALUATIONMETHODCODE,
ASSET.VALUATIONSOURCE as ASSETVALUATIONSOURCE,
-- RELATIONSHIP 1 INFORMATION ***********,
(select RELATIONSHIPNAME from dbo.UFN_PLANNEDGIFT_GETORDEREDRELATIONSHIPS(PLANNEDGIFT.ID) where ROWNUMBER = 1) as RELATIONSHIP1NAME,
(select RELATIONSHIPTYPE from dbo.UFN_PLANNEDGIFT_GETORDEREDRELATIONSHIPS(PLANNEDGIFT.ID) where ROWNUMBER = 1) as RELATIONSHIP1TYPE,
-- RELATIONSHIP 2 INFORMATION ***********,
(select RELATIONSHIPNAME from dbo.UFN_PLANNEDGIFT_GETORDEREDRELATIONSHIPS(PLANNEDGIFT.ID) where ROWNUMBER = 2) as RELATIONSHIP2NAME,
(select RELATIONSHIPTYPE from dbo.UFN_PLANNEDGIFT_GETORDEREDRELATIONSHIPS(PLANNEDGIFT.ID) where ROWNUMBER = 2) as RELATIONSHIP2TYPE,
(select POOLEDINCOMEFUNDCODE.DESCRIPTION from POOLEDINCOMEFUNDCODE where PLANNEDGIFT.POOLEDINCOMEFUNDCODEID = POOLEDINCOMEFUNDCODE.ID) [POOLEDINCOMEFUND],
PLANNEDGIFTREVENUE.REVENUEID,
REVENUE.DONOTRECEIPT,
PLANNEDGIFT.TRANSACTIONCURRENCYID as PLANNEDGIFTTRANSACTIONCURRENCYID,
ASSET.TRANSACTIONCURRENCYID as ASSETTRANSACTIONCURRENCYID
from
dbo.PLANNEDGIFT
left join dbo.PROSPECTPLAN on PLANNEDGIFT.PROSPECTPLANID = PROSPECTPLAN.ID
inner join dbo.UFN_CONTACTPREFERENCES_GETFORMATS(@NAMEFORMATPARAMETERID,@ADDRESSPROCESSINGOPTIONID,6,null,@SEASONALDATE,0) as A on PLANNEDGIFT.CONSTITUENTID = A.CONSTITUENTID
left join dbo.PLANNEDGIFTASSET as ASSET on PLANNEDGIFT.ID = ASSET.PLANNEDGIFTID
cross apply dbo.UFN_CONSTITUENT_DISPLAYNAME(PLANNEDGIFT.CONSTITUENTID) NF
left join dbo.PLANNEDGIFTREVENUE on PLANNEDGIFT.ID = PLANNEDGIFTREVENUE.ID
left join dbo.REVENUE on PLANNEDGIFTREVENUE.REVENUEID = REVENUE.ID
)