USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITLOAD_2

The load procedure used by the edit dataform template "Planned Gift Edit Form 2"

Parameters

Parameter	Parameter Type	Mode	Description
@ID	uniqueidentifier	IN	The input ID parameter used to load the fields defined on the form.
@DATALOADED	bit	INOUT	Output parameter indicating whether or not data was actually loaded.
@TSLONG	bigint	INOUT	Output parameter indicating the TSLONG value of the record being edited. This is used to manage multi-user concurrency issues when multiple users access the same record.
@PROSPECTPLANID	uniqueidentifier	INOUT	Prospect plan
@VEHICLECODE	tinyint	INOUT	Planned gift vehicle
@SUBTYPECODE	tinyint	INOUT	Subtype
@EXPECTEDGIFTAMOUNT	money	INOUT	Gift amount
@ISREVOCABLE	bit	INOUT	Revocable
@ISANONYMOUS	bit	INOUT	Anonymous gift
@EXPECTEDMATURITY	UDT_YEAR	INOUT	Expected maturity year
@DISCOUNTRATE	decimal(6, 3)	INOUT	Discount rate
@NETPRESENTVALUE	money	INOUT	Net present value
@NETPRESENTVALUEDATE	datetime	INOUT	As of
@REMAINDERVALUE	money	INOUT	Remainder value
@REMAINDERVALUEDATE	datetime	INOUT	As of
@RECOGNITIONAMOUNT	money	INOUT	Recognition amount
@GIFTDATE	datetime	INOUT	Date
@PAYOUTRATE	decimal(6, 3)	INOUT	Payout percentage
@PAYOUTAMOUNT	money	INOUT	Payout amount
@PAYMENTPERIODSTART	datetime	INOUT	Payments start
@PAYMENTPERIODEND	datetime	INOUT	Payments end
@PAYMENTFREQUENCYCODE	tinyint	INOUT	Payment frequency
@TERMTYPECODE	tinyint	INOUT	Term type
@TERMENDDATE	datetime	INOUT	Term end date
@YEARSINTERM	tinyint	INOUT	Years in term
@TRUSTTAXIDNUMBER	nvarchar(100)	INOUT	Tax ID number
@POOLEDINCOMEFUNDCODEID	uniqueidentifier	INOUT	Name
@POOLEDINCOMEFUNDUNITS	int	INOUT	Units
@POOLEDINCOMEFUNDTOTALUNITS	int	INOUT	Total units
@LIFEINSURANCEPREMIUM	money	INOUT	Amount
@LIFEINSURANCEPREMIUMFREQUENCYCODE	tinyint	INOUT	Frequency
@LIFEINSURANCEPREMIUMDUEDATE	datetime	INOUT	Due date
@SSN	nvarchar(36)	INOUT	SSN
@ISORGANIZATION	bit	INOUT
@CONSTITUENTID	uniqueidentifier	INOUT
@STATUSCODE	tinyint	INOUT	Status
@CONSTITUENTLOOKUPID	nvarchar(36)	INOUT
@CONSTITUENTFIRSTNAME	nvarchar(50)	INOUT
@CONSTITUENTKEYNAME	nvarchar(100)	INOUT
@DESIGNATION	xml	INOUT	Designation
@ASSETS	xml	INOUT	Assets
@BENEFICIARIES	xml	INOUT	Beneficiaries
@RELATIONSHIPS	xml	INOUT	Relationships
@PROBATEDATE	datetime	INOUT	Probate date
@DISCOUNTDATE	datetime	INOUT	As of
@REMAINDERMANPERCENT	decimal(6, 3)	INOUT	Remainderman %

Definition

Copy



                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITLOAD_2 (
                        @ID uniqueidentifier,
                        @DATALOADED bit = 0 output,
                        @TSLONG bigint = 0 output,
                        @PROSPECTPLANID uniqueidentifier = null output,
                        @VEHICLECODE tinyint = null output,
                        @SUBTYPECODE tinyint = null output,
                        @EXPECTEDGIFTAMOUNT money = null output,
                        @ISREVOCABLE bit = null output,
                        @ISANONYMOUS bit = null output,
                        @EXPECTEDMATURITY dbo.UDT_YEAR = null output,
                        @DISCOUNTRATE decimal(6,3) = null output,
                        @NETPRESENTVALUE money = null output,
                        @NETPRESENTVALUEDATE datetime = null output,
                        @REMAINDERVALUE money = null output,
                        @REMAINDERVALUEDATE datetime = null output,
                        @RECOGNITIONAMOUNT money = null output,
                        @GIFTDATE datetime = null output,
                        @PAYOUTRATE decimal(6,3) = null output,
                        @PAYOUTAMOUNT money = null output,
                        @PAYMENTPERIODSTART datetime = null output,
                        @PAYMENTPERIODEND datetime = null output,
                        @PAYMENTFREQUENCYCODE tinyint = null output,
                        @TERMTYPECODE tinyint = null output,
                        @TERMENDDATE datetime = null output,
                        @YEARSINTERM tinyint = null output,
                        @TRUSTTAXIDNUMBER nvarchar(100) = null output,
                        @POOLEDINCOMEFUNDCODEID uniqueidentifier = null output,
                        @POOLEDINCOMEFUNDUNITS int = null output,
                        @POOLEDINCOMEFUNDTOTALUNITS int = null output,
                        @LIFEINSURANCEPREMIUM money = null output,
                        @LIFEINSURANCEPREMIUMFREQUENCYCODE tinyint = null output,
                        @LIFEINSURANCEPREMIUMDUEDATE datetime = null output,
                        @SSN nvarchar(36) = null output,
                        @ISORGANIZATION bit = null output,
                        @CONSTITUENTID uniqueidentifier = null output,
                        @STATUSCODE tinyint = null output,
                        @CONSTITUENTLOOKUPID nvarchar(36) = null output,
                        @CONSTITUENTFIRSTNAME nvarchar(50) = null output,
                        @CONSTITUENTKEYNAME nvarchar(100) = null output,
                        @DESIGNATION xml = null output,
                        @ASSETS xml = null output,
                        @BENEFICIARIES xml = null output,
                        @RELATIONSHIPS xml = null output,
            @PROBATEDATE datetime = null output,
            @DISCOUNTDATE datetime = null output,
            @REMAINDERMANPERCENT decimal(6,3) = null output
                    ) as

                        set nocount on;

                        set @DATALOADED = 0;
                        set @TSLONG = 0;

                        select
                            @DATALOADED = 1,
                            @TSLONG  = PG.TSLONG,
                            @PROSPECTPLANID = PG.PROSPECTPLANID,
                            @VEHICLECODE = PG.VEHICLECODE,
                            @SUBTYPECODE = PG.SUBTYPECODE,
                            @EXPECTEDGIFTAMOUNT = PG.EXPECTEDGIFTAMOUNT,
                            @ISREVOCABLE = PG.ISREVOCABLE,
                            @ISANONYMOUS = PG.ISANONYMOUS,
                            @EXPECTEDMATURITY = PG.EXPECTEDMATURITY,
                            @DISCOUNTRATE = PG.DISCOUNTRATE*100,
                            @NETPRESENTVALUE = PG.NETPRESENTVALUE,
                            @NETPRESENTVALUEDATE = PG.NETPRESENTVALUEDATE,
                            @REMAINDERVALUE = PG.REMAINDERVALUE,
                            @REMAINDERVALUEDATE = PG.REMAINDERVALUEDATE,
                            @RECOGNITIONAMOUNT = PG.RECOGNITIONAMOUNT,
                            @GIFTDATE = PG.GIFTDATE,
                            @PAYOUTRATE = PG.PAYOUTRATE*100,
                            @PAYOUTAMOUNT = PG.PAYOUTAMOUNT,
                            @PAYMENTPERIODSTART = PG.PAYMENTPERIODSTART,
                            @PAYMENTPERIODEND = PG.PAYMENTPERIODEND,
                            @PAYMENTFREQUENCYCODE = PG.PAYMENTFREQUENCYCODE,
                            @TERMTYPECODE = PG.TERMTYPECODE,
                            @TERMENDDATE = PG.TERMENDDATE,
                            @YEARSINTERM = PG.YEARSINTERM,
                            @TRUSTTAXIDNUMBER = PG.TRUSTTAXIDNUMBER,
                            @POOLEDINCOMEFUNDCODEID = PG.POOLEDINCOMEFUNDCODEID,
                            @POOLEDINCOMEFUNDUNITS = PG.POOLEDINCOMEFUNDUNITS,
                            @POOLEDINCOMEFUNDTOTALUNITS = PG.POOLEDINCOMEFUNDTOTALUNITS,
                            @LIFEINSURANCEPREMIUM = PG.LIFEINSURANCEPREMIUM,
                            @LIFEINSURANCEPREMIUMFREQUENCYCODE = PG.LIFEINSURANCEPREMIUMFREQUENCYCODE,
                            @LIFEINSURANCEPREMIUMDUEDATE = PG.LIFEINSURANCEPREMIUMDUEDATE,
                            @SSN = N'', /* C.SSN, */
                            @ISORGANIZATION = case when O.ID is null then 0 else 1 end,
                            @CONSTITUENTID = C.ID,
                            @STATUSCODE = PG.STATUSCODE,
                            @CONSTITUENTLOOKUPID = C.LOOKUPID,
                            @CONSTITUENTFIRSTNAME = C.FIRSTNAME,
                            @CONSTITUENTKEYNAME = C.KEYNAME,
                            @DESIGNATION = dbo.UFN_PLANNEDGIFT_DESIGNATION_TOITEMLISTXML(@ID),
                            @ASSETS = dbo.UFN_PLANNEDGIFT_ASSETS_TOITEMLISTXML(@ID),
                            @BENEFICIARIES = dbo.UFN_PLANNEDGIFT_BENEFICIARIES_TOITEMLISTXML(@ID),
                            @RELATIONSHIPS = dbo.UFN_PLANNEDGIFT_RELATIONSHIPS_TOITEMLISTXML(@ID),
              @PROBATEDATE = PG.PROBATEDATE,
              @DISCOUNTDATE = PG.DISCOUNTDATE,
              @REMAINDERMANPERCENT = PG.REMAINDERMANPERCENT*100
                        from
                            dbo.PLANNEDGIFT PG
                            inner join dbo.CONSTITUENT C on C.ID=PG.CONSTITUENTID
                            left outer join dbo.ORGANIZATIONDATA O on O.ID=C.ID
                        where
                            PG.ID = @ID;

                        return 0;