USP_DATAFORMTEMPLATE_ADD_WPNONPROFITAFFILIATION

The save procedure used by the add dataform template "WealthPoint Nonprofit Affiliation 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
@FULLNAME nvarchar(150) IN Name
@TITLE nvarchar(100) IN Title
@SALARY money IN Salary
@DN_ORGANIZATION nvarchar(150) IN Organization
@EIN nvarchar(30) IN EIN
@LINE1 nvarchar(150) IN Address
@CITY nvarchar(50) IN City
@ZIP nvarchar(10) IN ZIP
@REVENUE money IN Revenue
@STATE nvarchar(100) IN State
@PHONE nvarchar(20) IN Phone
@CNOTES nvarchar(1024) IN Notes

Definition

Copy


                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPNONPROFITAFFILIATION (
                        @ID uniqueidentifier = null output,
                        @WEALTHID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @SOURCE nvarchar(100),
                        @FULLNAME nvarchar(150) = '',
                        @TITLE nvarchar(100) = '',
                        @SALARY money = 0,
                        @DN_ORGANIZATION nvarchar(150) = '',
                        @EIN nvarchar(30) = '',
                        @LINE1 nvarchar(150) = '',
                        @CITY nvarchar(50) = '',
                        @ZIP nvarchar(10) = '',
                        @REVENUE money = 0,
                        @STATE nvarchar(100) = '',
                        @PHONE nvarchar(20) = '',
                        @CNOTES nvarchar(1024) = ''
                    ) 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.WPNONPROFITAFFILIATION (
                            ID,
                            WEALTHID,
                            CHANGEDBYID,
                            ADDEDBYID,
                            SOURCE,
                            FULLNAME,
                            TITLE,
                            SALARY,
                            DN_ORGANIZATION,
                            EIN,
                            LINE1,
                            CITY,
                            ZIP,
                            REVENUE,
                            STATE,
                            PHONE,
                            CNOTES
                        ) values (
                            @ID,
                            @WEALTHID,
                            @CHANGEAGENTID,
                            @CHANGEAGENTID,
                            @SOURCE,
                            @FULLNAME,
                            @TITLE,
                            @SALARY,
                            @DN_ORGANIZATION,
                            @EIN,
                            @LINE1,
                            @CITY,
                            @ZIP,
                            @REVENUE,
                            @STATE,
                            @PHONE,
                            @CNOTES
                        );

                        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_NONPROFITAFFILIATION @WEALTHID, @CHANGEAGENTID;
                        exec dbo.USP_WEALTHCAPACITY_UPDATE @WEALTHID, @CHANGEAGENTID;

                        return 0;
                    end