USP_DATAFORMTEMPLATE_ADD_WPPRIVATEFOUNDATION

The save procedure used by the add dataform template "WealthPoint Private Foundation 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
@RULING_YEAR	UDT_YEAR	IN	Ruling year
@YEAR_ENDING	datetime	IN	Year ending
@EIN	nvarchar(30)	IN	EIN
@COMPANY	nvarchar(150)	IN	Organization
@LINE1	nvarchar(150)	IN	Address
@CITY	nvarchar(30)	IN	City
@STATE	nvarchar(100)	IN	State
@ZIP	nvarchar(10)	IN	ZIP
@PHONE	nvarchar(25)	IN	Phone
@DESCRIPTION	nvarchar(150)	IN	Description
@TOTALASSETS_FMV	money	IN	Total assets
@FULLNAME	nvarchar(150)	IN	Name
@TITLE	nvarchar(30)	IN	Title
@COMP	money	IN	Salary

Definition

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                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPPRIVATEFOUNDATION (
                        @ID uniqueidentifier = null output,
                        @WEALTHID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @SOURCE nvarchar(100),
                        @CNOTES nvarchar(1024) = '',
                        @RULING_YEAR dbo.UDT_YEAR = 0,
                        @YEAR_ENDING datetime = null,
                        @EIN nvarchar(30) = '',
                        @COMPANY nvarchar(150) = '',
                        @LINE1 nvarchar(150) = '',
                        @CITY nvarchar(30) = '',
                        @STATE nvarchar(100) = '',
                        @ZIP nvarchar(10) = '',
                        @PHONE nvarchar(25) = '',
                        @DESCRIPTION nvarchar(150) = '',
                        @TOTALASSETS_FMV money = 0,
                        @FULLNAME nvarchar(150) = '',
                        @TITLE nvarchar(30) = '',
                        @COMP money = 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.WPPRIVATEFOUNDATION (
                            ID,
                            WEALTHID,
                            CHANGEDBYID,
                            ADDEDBYID,
                            SOURCE,
                            CNOTES,
                            RULING_YEAR,
                            YEAR_ENDING,
                            EIN,
                            COMPANY,
                            LINE1,
                            CITY,
                            STATE,
                            ZIP,
                            PHONE,
                            DESCRIPTION,
                            TOTALASSETS_FMV,
                            FULLNAME,
                            TITLE,
                            COMP
                        ) values (
                            @ID,
                            @WEALTHID,
                            @CHANGEAGENTID,
                            @CHANGEAGENTID,
                            @SOURCE,
                            @CNOTES,
                            @RULING_YEAR,
                            @YEAR_ENDING,
                            @EIN,
                            @COMPANY,
                            @LINE1,
                            @CITY,
                            @STATE,
                            @ZIP,
                            @PHONE,
                            @DESCRIPTION,
                            @TOTALASSETS_FMV,
                            @FULLNAME,
                            @TITLE,
                            @COMP
                        );

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

                        return 0;
                    end;