ALTER procedure [dbo].

[USP_CRM_CustomerContact_Report]

--Declare
@BranchID int,
@CompanyID int,
@YearId int,
@FromDate datetime,
@ToDate datetime

As

--set @BranchID = 4
--set @FromDate = '01-Jan-2024'
--set @ToDate = getdate()

BEGIN
with vView as (
--- Lead ----
SELECT distinct row_number() over (Order by d.dtDocDate) as
RowNumber,d.lId,d.sDocNo as [Lead No],d.dtDocDate,a1.sName as [Customer Name],
emp.sRemarks as [Sales Person],
dt.sName as [Transaction Type],d.sDocNo as [Transaction No]
,ST.sName AS [Transaction Status]
,cl.sName as [Contact Person],cl.sMobile as [Contact No.],
case when cl.cFlag='N' then 'Note' else isnull(ct.sName,'') end as Activity,
case when em.lId>0 then 'Email' end As Email,case when cl.cFlag='N' then cl.sNarr
else cl.sSubject end as Subject,cl.lStatusHdr,
convert(varchar,convert(date,convert(varchar(20),cl.dtFromDate)),103)as [Schedule
Date],
case when cl.cFlag='N' then '' else cl.sNarr end as Remarks,
case when (cl.lStatus != 40 and cl.lStatus != 50 and cl.dtFromDate <
DateAdd(Minute,330,GETUTCDATE()) and cl.cFlag in ('C')) then 'Overdue'
when cl.lStatus=10 then 'Done' when cl.lStatus=20 then 'Process' when cl.lStatus=30
then 'Hold' when cl.lStatus=30 then 'Done' when cl.lStatus=50 then 'Closed' else ''
end as [Status of Activity],
Convert(decimal(18,2),isnull(cf.cfValue1,0)) as Amount,cnt.sEmailId as [Email
ID],cm.sName as Currency

from TXNTYP as dt inner join TXNHDR as d on dt.lTypId=d.lTypId

left join BUSMST as a1 on d.lAccId1=a1.lId
left join USRMST as emp on d.lEmpId=emp.lId
--left join BUSCNT as bc On bc.lId = a1.lId
left join TXNSTAT as st on st.lId=d.lId
left join CURMST cm on cm.lid=d.lCurrId
left join CALLLOG as cl on cl.lId=d.lId and cl.lStatusHdr=st.lStatusId
left join CALLTYP ct on ct.lId=cl.lActTyp
left join TXNCOM em on em.lId=d.lId and lBusId!=0 and cl.lStatusHdr=em.lStatusHdr
left join (select cf.lId,Max(Case when cf.lFieldNo=29 then cf.sValue Else 0 End)
as cfValue1
from TXNCF as cf where cf.lLine=0 Group by cf.lId) as cf on d.lId=cf.lId
left join txncnt cnt on cnt.sName=cl.sName and cnt.lId=cl.lId

where d.lId>0 and d.bDel=0 and

d.lCompId=@BranchID
and (CONVERT(date, CONVERT(VARCHAR(10), CONVERT(varchar(50), d.dtDocDate, 105),
23)) between convert(date,@fromdate,101) and convert(date,@todate,101))
and dt.lTypId = 421
and (isnull(st.lUsrId,0) > 0 and st.lUsrDel is null)
-- --- Opportunity ----
union
SELECT distinct row_number() over (Order by d.dtDocDate) as
RowNumber,hdro.lId,d.sDocNo as [Lead No],d.dtDocDate,a1.sName as [Customer
Name],emp.sRemarks as [Sales Person],
dto.sName as [Transaction Type],hdro.sDocNo as [Transaction No],ST.sName AS
[Transaction Status],cl.sName as [Contact Person],cl.sMobile as [Contact No.],
case when cl.cFlag='N' then 'Note' else ct.sName end as Activity,
case when em.lId>0 then 'Email' end As Email,case when cl.cFlag='N' then cl.sNarr
else cl.sSubject end as Subject,cl.lStatusHdr,
convert(varchar,convert(date,convert(varchar(20),cl.dtFromDate)),103)as [Schedule
Date],
case when cl.cFlag='N' then '' else cl.sNarr end as Remarks,
case when cl.lStatus=10 then 'Done' when cl.lStatus=20 then 'Process' when
cl.lStatus=30 then 'Hold' when cl.lStatus=30 then 'Done' when cl.lStatus=50 then
'Closed' else '' end as [Status of Activity]
,Convert(decimal(18,2),isnull(cf.cfValue1,0)) as Amount,cnt.sEmailId as [Email
ID],cm.sName as Currency

from TXNTYP as dt inner join TXNHDR as d on dt.lTypId=d.lTypId

left join BUSMST as a1 on d.lAccId1=a1.lId
--left join BUSCNT as bc On bc.lId = a1.lId
left join txncf deto on deto.lValue=d.lId and deto.lFieldNo=21 and deto.lLine=0
left join txnhdr hdro on hdro.lid=deto.lId
left join TXNTYP as dto on dto.lTypId=hdro.lTypId
left join USRMST as emp on hdro.lEmpId=emp.lId
left join TXNSTAT as st on st.lId=hdro.lId
left join CALLLOG as cl on cl.lId=hdro.lId and cl.lStatusHdr=st.lStatusId
left join CALLTYP ct on ct.lId=cl.lActTyp
left join CURMST cm on cm.lid=hdro.lCurrId
left join TXNCOM em on em.lId=hdro.lId and lBusId!=0 and
cl.lStatusHdr=em.lStatusHdr
left join (select cf.lId,Max(Case when cf.lFieldNo=29 then cf.sValue Else 0 End)
as cfValue1
from TXNCF as cf where cf.lLine=0 Group by cf.lId) as cf on d.lId=cf.lId
left join txncnt cnt on cnt.sName=cl.sName and cnt.lId=cl.lId
where hdro.lId>0 and hdro.bDel=0
and hdro.lCompId=@BranchID
and (CONVERT(date, CONVERT(VARCHAR(10), CONVERT(varchar(50), hdro.dtDocDate,
105), 23)) between convert(date,@fromdate,101) and convert(date,@todate,101))
and dt.lTypId = 421 and hdro.lTypId=513 and (isnull(st.lUsrId,0) > 0 and
st.lUsrDel is null)

-- --- Quots ----

union
SELECT distinct row_number() over (Order by d.dtDocDate) as
RowNumber,hdrq.lId,d.sDocNo as [Lead No],d.dtDocDate,a1.sName as [Customer
Name],emp.sRemarks as [Sales Person],
dto.sName as [Transaction Type],hdrq.sDocNo as [Transaction No],ST.sName AS
[Transaction Status],cl.sName as [Contact Person],cl.sMobile as [Contact No.],
case when cl.cFlag='N' then 'Note' else isnull(ct.sName,'') end as Activity,
case when em.lId>0 then 'Email' end As Email,case when cl.cFlag='N' then cl.sNarr
else cl.sSubject end as Subject,cl.lStatusHdr,
convert(varchar,convert(date,convert(varchar(20),cl.dtFromDate)),103)as [Schedule
Date],
case when cl.cFlag='N' then '' else cl.sNarr end as Remarks,
case when cl.lStatus=10 then 'Done' when cl.lStatus=20 then 'Process' when
cl.lStatus=30 then 'Hold' when cl.lStatus=30 then 'Done' when cl.lStatus=50 then
'Closed' else '' end as [Status of Activity]
,Convert(decimal(18,2),isnull(hdrq.dTotal,0)) as Amount,cnt.sEmailId as [Email
ID],cm.sName as Currency

from TXNTYP as dt inner join TXNHDR as d on dt.lTypId=d.lTypId

left join BUSMST as a1 on d.lAccId1=a1.lId
--left join BUSCNT as bc On bc.lId = a1.lId
left join txncf deto on deto.lValue=d.lId and deto.lFieldNo=21 and deto.lLine=0
left join txnhdr hdro on hdro.lid=deto.lId
left join txncf detq on detq.lValue=hdro.lId and deto.lFieldNo=21 and deto.lLine=0
left join txnhdr hdrq on hdrq.lid=detq.lId
left join CURMST cm on cm.lid=hdrq.lCurrId

left join TXNTYP as dto on dto.lTypId=hdrq.lTypId

left join USRMST as emp on hdrq.lEmpId=emp.lId
left join TXNSTAT as st on st.lId=hdrq.lId
left join CALLLOG as cl on cl.lId=hdrq.lId and cl.lStatusHdr=st.lStatusId
left join CALLTYP ct on ct.lId=cl.lActTyp
left join TXNCOM em on em.lId=hdrq.lId and lBusId!=0 and
cl.lStatusHdr=em.lStatusHdr
left join txncnt cnt on cnt.sName=cl.sName and cnt.lId=cl.lId

where hdrq.lId>0 and hdrq.bDel=0

and hdrq.lCompId=@BranchID
and (CONVERT(date, CONVERT(VARCHAR(10), CONVERT(varchar(50), hdrq.dtDocDate,
105), 23)) between convert(date,@fromdate,101) and convert(date,@todate,101))
and dt.lTypId = 421 and hdro.lTypId=513 and hdrq.lTypId=418 and
(isnull(st.lUsrId,0) > 0 and st.lUsrDel is null)

-- --- Order ----

union
SELECT distinct row_number() over (Order by d.dtDocDate) as
RowNumber,hdror.lId,d.sDocNo as [Lead No],d.dtDocDate,a1.sName as [Customer
Name],emp.sRemarks as [Sales Person],
dto.sName as [Transaction Type],hdror.sDocNo as [Transaction No],ST.sName AS
[Transaction Status],cl.sName as [Contact Person],cl.sMobile as [Contact No.],
case when cl.cFlag='N' then 'Note' else ct.sName end as Activity,
case when em.lId>0 then 'Email' end As Email,case when cl.cFlag='N' then cl.sNarr
else cl.sSubject end as Subject,cl.lStatusHdr,
convert(varchar,convert(date,convert(varchar(20),cl.dtFromDate)),103)as [Schedule
Date],
case when cl.cFlag='N' then '' else cl.sNarr end as Remarks,
case when cl.lStatus=10 then 'Done' when cl.lStatus=20 then 'Process' when
cl.lStatus=30 then 'Hold' when cl.lStatus=30 then 'Done' when cl.lStatus=50 then
'Closed' else '' end as [Status of Activity]
,Convert(decimal(18,2),isnull(hdror.dTotal,0)) as Amount,cnt.sEmailId as [Email
ID],cm.sName as Currency

from TXNTYP as dt inner join TXNHDR as d on dt.lTypId=d.lTypId

left join BUSMST as a1 on d.lAccId1=a1.lId
--left join BUSCNT as bc On bc.lId = a1.lId
left join txncf deto on deto.lValue=d.lId and deto.lFieldNo=21 and deto.lLine=0
left join txnhdr hdro on hdro.lid=deto.lId
left join txncf detq on detq.lValue=hdro.lId and deto.lFieldNo=21 and deto.lLine=0
left join txnhdr hdrq on hdrq.lid=detq.lId
left join txncf detor on detor.lValue=hdrq.lId and detor.lFieldNo=1 and
detor.lLine=0
left join txnhdr hdror on hdror.lid=detor.lId
left join TXNTYP as dto on dto.lTypId=hdror.lTypId
 left join USRMST as emp on hdror.lEmpId=emp.lId
left join TXNSTAT as st on st.lId=hdror.lId
left join CALLLOG as cl on cl.lId=hdror.lId and cl.lStatusHdr=st.lStatusId
left join CALLTYP ct on ct.lId=cl.lActTyp
left join TXNCOM em on em.lId=hdror.lId and lBusId!=0 and
cl.lStatusHdr=em.lStatusHdr
left join txncnt cnt on cnt.sName=cl.sName and cnt.lId=cl.lId
left join CURMST cm on cm.lid=hdror.lCurrId

where hdror.lId>0 and hdror.bDel=0

and hdrq.lCompId=@BranchID
and (CONVERT(date, CONVERT(VARCHAR(10), CONVERT(varchar(50), hdror.dtDocDate,
105), 23)) between convert(date,@fromdate,101) and convert(date,@todate,101))
and dt.lTypId = 421 and hdro.lTypId=513 and hdrq.lTypId=418 and hdror.lTypId=399
)

Select D.[Lead No] as [Lead No],[Customer Name], [Sales Person],[Transaction

Type],[Transaction No],
--dbo.F_AddThousandSeparators(convert(varchar, convert(decimal(18, 2), Amount),
1)) As
Amount,Currency,[Transaction Status],[Contact Person],
[Contact No.],[Email ID],
Activity,Subject,[Schedule Date],
Remarks,[Status of Activity]
from vView as d

--where [Lead No]='LD/096/24'

order by [Lead No],lId,isnull(lStatusHdr,1000)

ENd