USP_DATAFORMTEMPLATE_EDITSAVE_WPBUSINESSOWNERSHIP_ORG

The save procedure used by the edit dataform template "Organization Business Ownership Edit Form".

Parameters

Parameter Parameter Type Mode Description
@ID uniqueidentifier IN The input ID parameter indicating the ID of the record being edited.
@CHANGEAGENTID uniqueidentifier IN Input parameter indicating the ID of the change agent invoking the procedure.
@CURRENTAPPUSERID uniqueidentifier IN Input parameter indicating the ID of the current user.
@SOURCE nvarchar(100) IN Source
@COMPANY nvarchar(100) IN Company
@SICNAME nvarchar(100) IN Trade name
@LINE_OF_BUSINESS_DESCRIPTION nvarchar(50) IN Description
@PHONE nvarchar(20) IN Phone
@LINE1 nvarchar(150) IN Company address
@CITY nvarchar(30) IN Company city
@STATE nvarchar(100) IN Company state
@ZIP nvarchar(10) IN Company ZIP
@MAILINGLINE1 nvarchar(150) IN Mailing address
@MAILINGCITY nvarchar(30) IN Mailing city
@MAILINGSTATE nvarchar(100) IN Mailing state
@MAILINGZIP nvarchar(10) IN Mailing ZIP
@DUNS nvarchar(10) IN DUNS
@SIC_CODE nvarchar(4) IN SIC code
@YEAR_STARTED UDT_YEAR IN Year started
@EMPLOYEES_TOTAL int IN # of employees
@HELDCODE tinyint IN Held
@SALES_VOLUME money IN Sales
@VALUATION money IN Valuation
@PERCENTAGE decimal(20, 4) IN % ownership
@OWNERSHIPVALUEOVERRIDE money IN Ownership value
@OWNERSHIPVALUEOVERRIDDEN bit IN Ownership value overridden
@CNOTES nvarchar(1024) IN Notes
@WPBUSINESSOWNERSHIPBIOS xml IN
@WPBUSINESSOWNERSHIPOWNERSHIP xml IN

Definition

Copy


                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_EDITSAVE_WPBUSINESSOWNERSHIP_ORG (
                        @ID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @CURRENTAPPUSERID uniqueidentifier,

                        @SOURCE nvarchar(100),
                        @COMPANY nvarchar(100),
                        @SICNAME nvarchar(100),
                        @LINE_OF_BUSINESS_DESCRIPTION nvarchar(50),

                        @PHONE nvarchar(20),

                        @LINE1 nvarchar(150),
                        @CITY nvarchar(30),
                        @STATE nvarchar(100),
                        @ZIP nvarchar(10),

                        @MAILINGLINE1 nvarchar(150),
                        @MAILINGCITY nvarchar(30),
                        @MAILINGSTATE nvarchar(100),
                        @MAILINGZIP nvarchar(10),

                        @DUNS nvarchar(10),
                        @SIC_CODE nvarchar(4),
                        @YEAR_STARTED dbo.UDT_YEAR,
                        @EMPLOYEES_TOTAL int,
                        @HELDCODE tinyint,
                        @SALES_VOLUME money,
                        @VALUATION money,
                        @PERCENTAGE decimal(20,4),
                        @OWNERSHIPVALUEOVERRIDE money,
                        @OWNERSHIPVALUEOVERRIDDEN bit,
                        @CNOTES nvarchar(1024),
                        @WPBUSINESSOWNERSHIPBIOS xml,
                        @WPBUSINESSOWNERSHIPOWNERSHIP xml
                    ) as begin

                        if @CHANGEAGENTID is null  
                            exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output

                        declare @CURRENTDATE datetime
                        set @CURRENTDATE = getdate()

                        if @EMPLOYEES_TOTAL is null
                            set @EMPLOYEES_TOTAL = 0

                        declare @WPRELATIONSHIP_BO_ID uniqueidentifier
                        exec dbo.USP_WPRELATIONSHIP_BO_ADD @ID=@WPRELATIONSHIP_BO_ID output, @DUNS=@DUNS, @CHANGEAGENTID=@CHANGEAGENTID;

                        update dbo.WPBUSINESSOWNERSHIP set
                            CHANGEDBYID = @CHANGEAGENTID,
                            DATECHANGED = @CURRENTDATE,
                            SOURCE = @SOURCE,
                            CNOTES = @CNOTES,
                            LINE1 = @LINE1,
                            CITY = @CITY,
                            STATE = @STATE,
                            ZIP = @ZIP,
                            HELDCODE = @HELDCODE,
                            COMPANY = @COMPANY,
                            PHONE = @PHONE,
                            LINE_OF_BUSINESS_DESCRIPTION = @LINE_OF_BUSINESS_DESCRIPTION,
                            SALES_VOLUME = @SALES_VOLUME,
                            YEAR_STARTED = @YEAR_STARTED,
                            EMPLOYEES_TOTAL = @EMPLOYEES_TOTAL,
                            SIC_CODE = @SIC_CODE,
                            PERCENTAGE = @PERCENTAGE,
                            VALUATION = @VALUATION,
                            MAILINGLINE1 = @MAILINGLINE1,
                            MAILINGCITY = @MAILINGCITY,
                            MAILINGSTATE = @MAILINGSTATE,
                            MAILINGZIP = @MAILINGZIP,
                            SICNAME = @SICNAME,
                            WPRELATIONSHIP_BO_ID = coalesce(@WPRELATIONSHIP_BO_ID, WPRELATIONSHIP_BO_ID),
                            OWNERSHIPVALUEOVERRIDE = @OWNERSHIPVALUEOVERRIDE,
                            OWNERSHIPVALUEOVERRIDDEN = @OWNERSHIPVALUEOVERRIDDEN
                        where
                            ID=@ID;

                        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

                        declare @WEALTHID uniqueidentifier;
                        select @WEALTHID=WEALTHID from dbo.WPBUSINESSOWNERSHIP where ID=@ID;

                        exec dbo.USP_WPBUSINESSOWNERSHIP_BIOS_UPDATEFROMXML @ID, @WPBUSINESSOWNERSHIPBIOS, @CHANGEAGENTID
                        exec dbo.USP_WPBUSINESSOWNERSHIP_OWNERSHIP_UPDATEFROMXML @ID, @WPBUSINESSOWNERSHIPOWNERSHIP, @CHANGEAGENTID

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

                        return 0;                        
                    end;