USP_DATAFORMTEMPLATE_ADD_WPBUSINESSOWNERSHIP
The save procedure used by the add dataform template "WealthPoint Business Ownership Add Form".
Parameters
| Parameter | Parameter Type | Mode | Description |
|---|---|---|---|
| @ID | uniqueidentifier | INOUT | The output parameter indicating the ID of the record added. |
| @WEALTHID | uniqueidentifier | IN | Input parameter indicating the context ID for the record being added. |
| @CHANGEAGENTID | uniqueidentifier | IN | Input parameter indicating the ID of the change agent invoking the procedure. |
| @SOURCE | nvarchar(100) | IN | Source |
| @CNOTES | nvarchar(1024) | IN | Notes |
| @FULLNAME | nvarchar(100) | IN | Name |
| @TITLE | nvarchar(100) | IN | Title |
| @LINE1 | nvarchar(150) | IN | Address |
| @CITY | nvarchar(30) | IN | City |
| @STATE | nvarchar(100) | IN | State |
| @ZIP | nvarchar(10) | IN | ZIP |
| @BIO | nvarchar(1500) | IN | Biography |
| @HELDCODE | tinyint | IN | Held |
| @COMPANY | nvarchar(100) | IN | Company |
| @PHONE | nvarchar(20) | IN | Phone |
| @LINE_OF_BUSINESS_DESCRIPTION | nvarchar(50) | IN | Description |
| @SALES_VOLUME | money | IN | Sales |
| @YEAR_STARTED | UDT_YEAR | IN | Year started |
| @EMPLOYEES_TOTAL | int | IN | # of employees |
| @SIC_CODE | nvarchar(4) | IN | SIC code |
| @DUNS | nvarchar(10) | IN | DUNS |
| @PERCENTAGE | decimal(20, 4) | IN | % ownership |
| @VALUATION | money | IN | Valuation |
| @SPOUSEIND | tinyint | IN | Spouse ind |
Definition
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CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPBUSINESSOWNERSHIP (
@ID uniqueidentifier = null output,
@WEALTHID uniqueidentifier,
@CHANGEAGENTID uniqueidentifier = null,
@SOURCE nvarchar(100),
@CNOTES nvarchar(1024) = '',
@FULLNAME nvarchar(100) = '',
@TITLE nvarchar(100) = '',
@LINE1 nvarchar(150) = '',
@CITY nvarchar(30) = '',
@STATE nvarchar(100) = '',
@ZIP nvarchar(10) = '',
@BIO nvarchar(1500) = '',
@HELDCODE tinyint = 2,
@COMPANY nvarchar(100) = '',
@PHONE nvarchar(20) = '',
@LINE_OF_BUSINESS_DESCRIPTION nvarchar(50) = '',
@SALES_VOLUME money = 0,
@YEAR_STARTED dbo.UDT_YEAR = 0,
@EMPLOYEES_TOTAL int = 0,
@SIC_CODE nvarchar(4) = '',
@DUNS nvarchar(10) = '',
@PERCENTAGE decimal(20,4) = 0,
@VALUATION money = 0,
@SPOUSEIND tinyint = 0
) as begin
set nocount on;
if @CHANGEAGENTID is null
exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output
if @ID is null
set @ID = newid();
exec dbo.USP_WEALTH_CREATE @WEALTHID, @CHANGEAGENTID;
insert into dbo.WPBUSINESSOWNERSHIP (
ID,
WEALTHID,
CHANGEDBYID,
ADDEDBYID,
SOURCE,
CNOTES,
FULLNAME,
TITLE,
LINE1,
CITY,
STATE,
ZIP,
BIO,
HELDCODE,
COMPANY,
PHONE,
LINE_OF_BUSINESS_DESCRIPTION,
SALES_VOLUME,
YEAR_STARTED,
EMPLOYEES_TOTAL,
SIC_CODE,
DUNS,
PERCENTAGE,
VALUATION,
SPOUSEIND
) values (
@ID,
@WEALTHID,
@CHANGEAGENTID,
@CHANGEAGENTID,
@SOURCE,
@CNOTES,
@FULLNAME,
@TITLE,
@LINE1,
@CITY,
@STATE,
@ZIP,
@BIO,
@HELDCODE,
@COMPANY,
@PHONE,
@LINE_OF_BUSINESS_DESCRIPTION,
@SALES_VOLUME,
@YEAR_STARTED,
@EMPLOYEES_TOTAL,
@SIC_CODE,
@DUNS,
@PERCENTAGE,
@VALUATION,
@SPOUSEIND
);
if (select
count(WEALTHSOURCE.SOURCE)
from
dbo.WEALTHSOURCE
where
WEALTHSOURCE.SOURCE = @SOURCE
) = 0
begin
insert into dbo.WEALTHSOURCE (
[SOURCE],
[ISBUILTIN],
[ADDEDBYID],
[CHANGEDBYID]
)values(
@SOURCE,
0,
@CHANGEAGENTID,
@CHANGEAGENTID
);
end
exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_BUSINESSOWNERSHIP @WEALTHID, @CHANGEAGENTID;
exec dbo.USP_WEALTHCAPACITY_UPDATE @WEALTHID, @CHANGEAGENTID;
return 0;
end;