USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITSAVE_2

The save 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 indicating the ID of the record being edited.
@CHANGEAGENTID	uniqueidentifier	IN	Input parameter indicating the ID of the change agent invoking the procedure.
@VEHICLECODE	tinyint	IN	Planned gift vehicle
@SUBTYPECODE	tinyint	IN	Subtype
@EXPECTEDGIFTAMOUNT	money	IN	Gift amount
@ISREVOCABLE	bit	IN	Revocable
@ISANONYMOUS	bit	IN	Anonymous gift
@EXPECTEDMATURITY	UDT_YEAR	IN	Expected maturity year
@DISCOUNTRATE	decimal(6, 3)	IN	Discount rate
@NETPRESENTVALUE	money	IN	Net present value
@NETPRESENTVALUEDATE	datetime	IN	As of
@REMAINDERVALUE	money	IN	Remainder value
@REMAINDERVALUEDATE	datetime	IN	As of
@RECOGNITIONAMOUNT	money	IN	Recognition amount
@GIFTDATE	datetime	IN	Date
@PAYOUTRATE	decimal(6, 3)	IN	Payout percentage
@PAYOUTAMOUNT	money	IN	Payout amount
@PAYMENTPERIODSTART	datetime	IN	Payments start
@PAYMENTPERIODEND	datetime	IN	Payments end
@PAYMENTFREQUENCYCODE	tinyint	IN	Payment frequency
@TERMTYPECODE	tinyint	IN	Term type
@TERMENDDATE	datetime	IN	Term end date
@YEARSINTERM	tinyint	IN	Years in term
@TRUSTTAXIDNUMBER	nvarchar(100)	IN	Tax ID number
@POOLEDINCOMEFUNDCODEID	uniqueidentifier	IN	Name
@POOLEDINCOMEFUNDUNITS	int	IN	Units
@POOLEDINCOMEFUNDTOTALUNITS	int	IN	Total units
@LIFEINSURANCEPREMIUM	money	IN	Amount
@LIFEINSURANCEPREMIUMFREQUENCYCODE	tinyint	IN	Frequency
@LIFEINSURANCEPREMIUMDUEDATE	datetime	IN	Due date
@STATUSCODE	tinyint	IN	Status
@DESIGNATION	xml	IN	Designation
@ASSETS	xml	IN	Assets
@BENEFICIARIES	xml	IN	Beneficiaries
@RELATIONSHIPS	xml	IN	Relationships
@PROBATEDATE	datetime	IN	Probate date
@DISCOUNTDATE	datetime	IN	As of
@REMAINDERMANPERCENT	decimal(6, 3)	IN	Remainderman %

Definition

Copy



                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITSAVE_2 (
                        @ID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @VEHICLECODE tinyint,
                        @SUBTYPECODE tinyint,
                        @EXPECTEDGIFTAMOUNT money,
                        @ISREVOCABLE bit,
                        @ISANONYMOUS bit,
                        @EXPECTEDMATURITY dbo.UDT_YEAR,
                        @DISCOUNTRATE decimal(6,3),
                        @NETPRESENTVALUE money,
                        @NETPRESENTVALUEDATE datetime,
                        @REMAINDERVALUE money,
                        @REMAINDERVALUEDATE datetime,
                        @RECOGNITIONAMOUNT money,
                        @GIFTDATE datetime,
                        @PAYOUTRATE decimal(6,3),
                        @PAYOUTAMOUNT money,
                        @PAYMENTPERIODSTART datetime,
                        @PAYMENTPERIODEND datetime,
                        @PAYMENTFREQUENCYCODE tinyint,
                        @TERMTYPECODE tinyint,
                        @TERMENDDATE datetime,
                        @YEARSINTERM tinyint,
                        @TRUSTTAXIDNUMBER nvarchar(100),
                        @POOLEDINCOMEFUNDCODEID uniqueidentifier,
                        @POOLEDINCOMEFUNDUNITS int,
                        @POOLEDINCOMEFUNDTOTALUNITS int,
                        @LIFEINSURANCEPREMIUM money,
                        @LIFEINSURANCEPREMIUMFREQUENCYCODE tinyint,
                        @LIFEINSURANCEPREMIUMDUEDATE datetime,
                        @STATUSCODE tinyint,
                        @DESIGNATION xml,
                        @ASSETS xml,
                        @BENEFICIARIES xml,
                        @RELATIONSHIPS xml,
            @PROBATEDATE datetime,
            @DISCOUNTDATE datetime,
            @REMAINDERMANPERCENT decimal(6,3)
            ) as

                        set nocount on;

                        if @ID is null
                            set @ID = newid();

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

                        if @SUBTYPECODE is null
                            set @SUBTYPECODE = 0;

                        begin try
                            update dbo.PLANNEDGIFT set
                                VEHICLECODE = @VEHICLECODE,
                                SUBTYPECODE = @SUBTYPECODE,
                                EXPECTEDGIFTAMOUNT = @EXPECTEDGIFTAMOUNT,
                                ISREVOCABLE = @ISREVOCABLE,
                                ISANONYMOUS = @ISANONYMOUS,
                                EXPECTEDMATURITY = @EXPECTEDMATURITY,
                                DISCOUNTRATE = @DISCOUNTRATE/100,
                                NETPRESENTVALUE = @NETPRESENTVALUE,
                                NETPRESENTVALUEDATE = @NETPRESENTVALUEDATE,
                                REMAINDERVALUE = @REMAINDERVALUE,
                                REMAINDERVALUEDATE = @REMAINDERVALUEDATE,
                                RECOGNITIONAMOUNT = @RECOGNITIONAMOUNT,
                                GIFTDATE = @GIFTDATE,
                                PAYOUTRATE = @PAYOUTRATE/100,
                                PAYOUTAMOUNT = @PAYOUTAMOUNT,
                                PAYMENTPERIODSTART = @PAYMENTPERIODSTART,
                                PAYMENTPERIODEND = @PAYMENTPERIODEND,
                                PAYMENTFREQUENCYCODE = @PAYMENTFREQUENCYCODE,
                                TERMTYPECODE = @TERMTYPECODE,
                                TERMENDDATE = @TERMENDDATE,
                                YEARSINTERM = @YEARSINTERM,
                                TRUSTTAXIDNUMBER = @TRUSTTAXIDNUMBER,
                                POOLEDINCOMEFUNDCODEID = @POOLEDINCOMEFUNDCODEID,
                                POOLEDINCOMEFUNDUNITS = @POOLEDINCOMEFUNDUNITS,
                                POOLEDINCOMEFUNDTOTALUNITS = @POOLEDINCOMEFUNDTOTALUNITS,
                                LIFEINSURANCEPREMIUM = @LIFEINSURANCEPREMIUM,
                                LIFEINSURANCEPREMIUMFREQUENCYCODE = @LIFEINSURANCEPREMIUMFREQUENCYCODE,
                                LIFEINSURANCEPREMIUMDUEDATE = @LIFEINSURANCEPREMIUMDUEDATE,
                                STATUSCODE = @STATUSCODE,
                                CHANGEDBYID = @CHANGEAGENTID,
                                DATECHANGED = getdate(),
                PROBATEDATE = @PROBATEDATE,
                DISCOUNTDATE = @DISCOUNTDATE,
                REMAINDERMANPERCENT = @REMAINDERMANPERCENT/100
                            where
                                ID = @ID;

                            exec dbo.USP_PLANNEDGIFT_DESIGNATION_UPDATEFROMXML @ID, @DESIGNATION, @CHANGEAGENTID;
                            exec dbo.USP_PLANNEDGIFT_ASSETS_UPDATEFROMXML @ID, @ASSETS, @CHANGEAGENTID;
                            exec dbo.USP_PLANNEDGIFT_BENEFICIARIES_UPDATEFROMXML @ID, @BENEFICIARIES, @CHANGEAGENTID;
                            exec dbo.USP_PLANNEDGIFT_RELATIONSHIPS_UPDATEFROMXML @ID, @RELATIONSHIPS, @CHANGEAGENTID;

     end try
                        begin catch
                            exec dbo.USP_RAISE_ERROR;
                            return 1;
                        end catch

                        return 0;