WARNING: If you are interested in using SQL Bridge, please contact a sales or implementation consultant at Cyrious.
Cyrious Control's SQLBridge is a collection of SQL Server stored prodedures and functions and external modules that can be called to safely insert or update data into the Control database and notify the CHAPI service that data has been updated. The CHAPI service is a controller program that will then notify the SSLIP and all copies of Control about the changes.
Caution: Use of this feature requires expertise in SQL Server and in the Cyrious database structure. It is very possible to irreversibly damage your Cyrious Control database if you make a mistake. Always develop your tests using a separate database on a separate machine.
Caution: Always wrap multi-record operations with SQL transaction statements. This ensure the integrity of the entire update by preventing partial changes or records from being saved. If you are not familiar with using SQL transactions, STOP! Do not proceed with any database insertions, deletions, or updates until you are.
This example adds a new order with an existing customer with ID 1234. The address and contact information used is the default for the company and contact.
–
– NOTE: Not complete. Still In development
–
– This example adds a new order with the following characteristics
– The AccountID is 1234
– The Default Contact for that comany is used
– The default invoice and shipping addresses are used.
– 1 line item is added.
– The MISCELLANEOUS product is used with the following information:
– Quantity = 5
– Height = 24 inches
– Width = 60 inches
– Description = Grand Openeing
– Two Labor Parts are added, but only to the TransDetail.PartsXML. They need not be also added to
– the TransPart unless/until you are going to add Part Usage. On edit/save of the order it will
– go ahead and create these.
– The subtotal price is $50.00.
– A flat tax rate of 8% is being inserted, though this will be recomputed on first edit of the order.
– The order is not being shipped.
–
– Step 1, Fill in initial data. This could be inserted direclty in the data below
– but using variables makes for cleaner code
DECLARE @DivisionID int = 10; -- must be an ID from the Division View
DECLARE @AccountID int = 1234; -- Use the Account.ID, not the Account.CompanyNumber!
DECLARE @ContactID int = NULL; -- Leave NULL to use the default
DECLARE @TransactionType byte = 2; -- 1 = Order, 2 = Estimate, 6 = Service Ticket
DECLARE @IsPriceLocked bit = 1; -- 0 = Unlocked, 1 = Locked
DECLARE @OrderDescription varchar(256) = 'Test Order Inserted By SQL Bridge on '+convert(varchar(20), GetDate());
DECLARE @OrderNotes varchar(4096) = 'Thank you for your Business!';
DECLARE @OrderProductionNotes varchar(4096) = 'It works!!';
DECLARE @Station varchar(256) = 'Waiting For Check';
DECLARE @EnteredByID int = 10; -- House Account. Or select from Employee table
DECLARE @SalespersonID int = 10; -- House Account. Or select from Employee table where IsSalesperson = 1
DECLARE @PONumber varchar(16) = '';
DECLARE @TaxClassID int = NULL; -- Leave NULL use the Account's default. Note: Control will recompute Taxes on edit!
DECLARE @ProductName1 int = __;
DECLARE @SubTotalPrice1 double(18,4) = 50.00
DECLARE @TaxRate1 double(18,4) = 0.08
DECLARE @CompanyName varchar(256);
DECLARE @OrderDate smalldatetime;
DECLARE @OrderNumber int;
DECLARE @EstimateNumber int;
DECLARE @THID int;
DECLARE @TVID int;
DECLARE @TDID1 int;
DECLARE @JournalID int;
DECLARE @InvoiceAddressID int ;
DECLARE @InvoiceAddressLinkID int ;
DECLARE @ShippingAddressID int ;
DECLARE @ShippingAddressLinkID int ;
DECLARE @StationID int ;
DECLARE @TaxAmount1 double(18,4);
DECLARE @ProductID1 int;
DECLARE @IsEstimate bit;
DECLARE @IsOrder bit;
DECLARE @IsServiceTicket bit;
DECLARE @IsOrderOrServiceTicket bit;
SET @OrderDate = GetDate();
SET @TaxAmount1 = @TaxRate1 * @SubTotalPrice1;
SET @ProductID1 = (select ID from CustomerGoodsItem where ItemName = @ProductName1);
SET @IsEstimate = case when @TransactionType = 2 then 1 else 0 end;
SET @IsOrder = case when @TransactionType = 1 then 1 else 0 end;
SET @IsServiceTicket = case when @TransactionType = 6 then 1 else 0 end;
SET @IsOrderOrServiceTicket = case when @TransactionType in (1,6) then 1 else 0 end;
SELECT TOP 1
@TaxClassID = coalesce(@TaxClassID, DefaultTaxClassID, 50),
@CompanyName = CompanyName,
@InvoiceAddressID =
@InvoiceAddressLinkID =
@ShippingAddressID =
@ShippingAddressLinkID =
FROM Account
WHERE ID = @AccountID
IF (@ContactID IS NULL)
SET @ContactID = (select top 1 ID from AccountContact where AccountID = @AccountID order by IsPrimaryContact desc);
DECLARE @ErrorMessage VARCHAR(2048);
DECLARE @ErrorNumber INT;
DECLARE @ErrorSeverity INT;
DECLARE @ErrorState INT;
DECLARE @ErrorLine INT;
DECLARE @ErrorProcedure VARCHAR(200);
DECLARE @DT datetime = GetDate();
DECLARE @NewLine char(2) = CHAR(10)+CHAR(13);
– Step 2, Lock the Company Record
BEGIN try
EXEC dbo.csf_chapi_lock @AccountID, 2000;
END try
BEGIN catch
SET @ErrorMessage = 'Unable to lock record. '+CONVERT(VARCHAR(16), );
SELECT
@ErrorNumber = ERROR_NUMBER(),
@ErrorSeverity = ERROR_SEVERITY(),
@ErrorState = ERROR_STATE(),
@ErrorLine = ERROR_LINE(),
@ErrorProcedure = ISNULL(ERROR_PROCEDURE(), '-');
SELECT @ErrorMessage =
N'Error %d, Level %d, State %d, Procedure %s, Line %d, ' +
'Message: '+ ERROR_MESSAGE();
RAISERROR
(
@ErrorMessage,
@ErrorSeverity,
1,
@ErrorNumber, -- parameter: original error number.
@ErrorSeverity, -- parameter: original error severity.
@ErrorState, -- parameter: original error state.
@ErrorProcedure, -- parameter: original error procedure name.
@ErrorLine -- parameter: original error line number.
);
END catch;
– Step 3, Request New IDs
SET @AccountID = (SELECT dbo.csf_chapi_nextid( 2000, 1));
SET @AddressID = (SELECT dbo.csf_chapi_nextid( 4001, 1));
SET @AddressLinkID = (SELECT dbo.csf_chapi_nextid( 4002, 3)); -- Billing and Shipping for Company and Contact
SET @PhoneNumberID = (SELECT dbo.csf_chapi_nextid( 4100, 3)); -- Work for Company and Contact, Mobile for Contact
SET @JournalID = (SELECT dbo.csf_chapi_nextid( 20510, 1)); -- Company Activity
SET @ContactID = (SELECT dbo.csf_chapi_nextid( 3000, 1));
SET @CompanyNumber = (SELECT dbo.csf_chapi_nextnumber( 'CompanyNumber', 1));
– Step 4, Insert the new Records (in a transaction)
BEGIN TRANSACTION
BEGIN TRY
INSERT INTO [dbo].[TransHeader]
([ID] ,[StoreID] ,[ClassTypeID] ,[ModifiedByUser] ,[ModifiedByComputer] ,[ModifiedDate] ,[SeqID] ,[IsSystem] ,[IsActive]
, [TransactionType] , [EstimateNumber] , [OrderNumber] , [OrderTemplateNumber] , [Version] , [Description] , [AccountID] , [AccountStoreID] , [ContactID] , [SalesPerson1ID] , [SalesPerson2ID] , [SalesPerson3ID] , [OrderNotes] , [PONumber] , [ProductionNotes] , [PricingLevel] , [PricingLevelOverridden] , [DiscountLevel] , [DiscountLevelOverridden] , [EstimateCreatedDate] , [OrderCreatedDate] , [BuiltDate] , [SaleDate] , [ClosedDate] , [VoidedDate] , [ConvertedDate] , [RejectedDate] , [DueDate] , [ProofDate] , [LastFinanceChargeDate] , [DispositionID] , [SalesDispositionID] , [EnteredByID] , [HTMLShortFormat] , [HTMLLongFormat] , [BasePrice] , [DiscountPrice] , [ModifierPrice] , [RawSubTotalPrice] , [RoundingPrice] , [SubTotalPrice] , [TaxesPrice] , [TotalPrice] , [SonsBasePrice] , [SonsDiscountPrice] , [SonsModifierPrice] , [SonsRawSubTotalPrice] , [SonsRoundingPrice] , [SonsSubTotalPrice] , [SonsTaxesPrice] , [SonsTotalPrice] , [FinanceChargeAmount] , [BalanceDue] , [PaymentTotal] , [WriteOffAmount] , [StatusID] , [StatusText] , [TaxClassID] , [TaxClassOverridden] , [InvoiceAddressID] , [InvoiceAddressOverridden] , [InvoiceContactID] , [ShippingAddressID] , [ShippingAddressOverridden] , [ShippingContactID] , [InvoiceAddressLinkID] , [ShippingAddressLinkID] , [EstimateGreeting] , [EstimateGreetingTemplate] , [IsTaxExempt] , [TaxNumber] , [OrderOriginID] , [OrderOriginName] , [ManuallyReOpened] , [CreditMemoAmount] , [CreditMemoOrderID] , [NextRefNumber] , [PricingLevelID] , [PromotionID] , [UseTaxLookup] , [TaxItems] , [InvoiceNumber] , [ServiceTicketNumber] , [DivisionID] , [DivisionIDOverridden] , [OrderNotesTemplate] , [ProductionNotesTemplate] , [IsFirmDueDate] , [ShippingCompanyID] , [ShippingCompanyOV] , [ShippingContactOV] , [InvoiceCompanyID] , [InvoiceCompanyOV] , [InvoiceContactOV] , [UseProgressBilling] , [PercentComplete] , [RecurrenceType] , [RecurrenceEndDate] , [LastRecurrence] , [ScheduledPaymentPlanID] , [ScheduledPaymentDate] , [ScheduledPayments] , [ScheduledPaymentIntervals] , [UsePaymentPlan] , [DroppedDate] , [PurchaseOrderNumber] , [POPaymentTermsID] , [POShippingMethodID] , [RequestedDate] , [ApprovedDate] , [OrderedDate] , [ReceivedDate] , [RequestedByID] , [ApprovedByID] , [OrderedByID] , [ReceivedByID] , [ShipFromAddressLinkID] , [ShipFromAddressID] , [ShipFromID] , [IsValidTax] , [TipsAmount] , [TipsPaidOut] , [IsDirty] , [BillNumber] , [ReceivingDocNumber] , [BillDate] , [ShipFromClassTypeID] , [ShipFromAddressOverridden] , [ExpectedPayID] , [ExpectedPayClassTypeID] , [StationID] , [StationClassTypeID] , [SalesStationID] , [SalesStationClassTypeID] , [DefaultOrderID] , [DefaultOrderClassTypeID] , [DefaultOrderItemID] , [DefaultOrderItemClassTypeID] , [TaxablePrice] , [SonsTaxablePrice] , [StationActivityID] , [StationActivityClassTypeID] , [PayrollID] , [PayrollClassTypeID] , [EarlyPaymentDiscountOVAmount] , [IsEarlyPaymentDiscountOV] , [RecurrenceStartDate] , [IsReturnDocument] , [WarehouseID] , [WarehouseIDOV] , [FinanceChargeTaxXML] , [IsPricingLocked] , [ShipFromPhoneNumberID] , [ShipFromEmailAddress] , [UseShippingAccountInfo] , [ShippingAccountNumber] , [ShippingCarrierID] , [ShippingCarrierClassTypeID] , [ShippingAccountPostalCode] , [ShipmentType] , [ShipmentTypeText] , [IsShippingLocked] , [ShipFromCustomerID] , [ShipFromCustomerClassTypeID] , [ShipFromDivisionID] , [ShipFromDivisionClassTypeID] , [OverriddenUserFields] , [EstimatingWarehouseID] , [EstimatingWarehouseIDOV] , [ProductionDivisionID] , [ProductionDivisionIDOverridden] , [IsTaxExemptOV] , [ShipToAddressType]
)
VALUES
( @THID --
, -1 -- ,
, 10000 -- ,
, 'SQLBridge' -- ,
, @@ServerName -- ,
, @OrderDate() -- ,
, 0 -- ,
, 0 -- ,
, 1 -- ,
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
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, --
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)
);
INSERT INTO [dbo].[TransHeadedUserField] ([ID] ,[StoreID] ,[ClassTypeID] ,[ModifiedByUser] ,[ModifiedByComputer] ,[ModifiedDate] ,[SeqID] ,[IsSystem] ,[IsActive] )
VALUES
( @THID --
, -1 -- ,
, 10000 -- ,
, 'SQLBridge' -- ,
, @@ServerName -- ,
, @OrderDate -- ,
, 0 -- ,
, 0 -- ,
, 1 -- ,
);
INSERT INTO [dbo].[TransVariation]
([ID] ,[StoreID] ,[ClassTypeID] ,[ModifiedByUser] ,[ModifiedByComputer] ,[ModifiedDate] ,[SeqID] ,[IsSystem] ,[IsActive]
, [TransactionType] , [ParentID] , [ParentClassTypeID] , [VariationName] , [Notes] , [SortIndex] , [CreatedDate] , [PricingLevel] , [PricingLevelOverridden] , [DiscountLevel] , [DiscountLevelOverridden] , [HTMLShortFormat] , [HTMLLongFormat] , [BasePrice] , [DiscountPrice] , [ModifierPrice] , [RawSubTotalPrice] , [RoundingPrice] , [SubTotalPrice] , [TaxesPrice] , [TotalPrice] , [SonsBasePrice] , [SonsDiscountPrice] , [SonsModifierPrice] , [SonsRawSubTotalPrice] , [SonsRoundingPrice] , [SonsSubTotalPrice] , [SonsTaxesPrice] , [SonsTotalPrice] , [TaxablePrice] , [SonsTaxablePrice]
)
VALUES
( @TVID --
, -1 -- ,
, 10400 -- ,
, 'SQLBridge' -- ,
, @@ServerName -- ,
, @OrderDate() -- ,
, 0 -- ,
, 0 -- ,
, 1 -- ,
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
);
INSERT INTO [dbo].[TransDetail]
([ID] ,[StoreID] ,[ClassTypeID] ,[ModifiedByUser] ,[ModifiedByComputer] ,[ModifiedDate] ,[SeqID] ,[IsSystem] ,[IsActive]
, [TransactionType] , [ParentID], [ParentClassTypeID] , [TransHeaderID] , [TransHeaderClassTypeID] , [TransHeaderTransNumber] , [GoodsItemID] , [GoodsItemClassTypeID] , [GoodsItemCode] , [PricingLevel] , [PricingLevelOverridden] , [DiscountLevel] , [DiscountLevelOverridden] , [Description] , [Quantity] , [LineItemIndex] , [LineItemNumber] , [HTMLShortFormat] , [HTMLLongFormat] , [BasePrice] , [BaseCalcPrice] , [BaseOverriddenPrice] , [BaseIsOverridden] , [DiscountPrice] , [DiscountCalcPrice] , [DiscountOverriddenPrice] , [DiscountIsOverridden] , [ModifierPrice] , [ModifierCalcPrice] , [ModifierOverriddenPrice] , [ModifierIsOverridden] , [RawSubTotalPrice] , [RawSubTotalCalcPrice] , [RawSubTotalOverriddenPrice] , [RawSubTotalIsOverridden] , [RoundingPrice] , [RoundingCalcPrice] , [RoundingOverriddenPrice] , [RoundingIsOverridden] , [SubTotalPrice] , [SubTotalCalcPrice] , [SubTotalOverriddenPrice] , [SubTotalIsOverridden] , [TaxesPrice] , [TaxesCalcPrice] , [TaxesOverriddenPrice] , [TaxesIsOverridden] , [TotalPrice] , [TotalCalcPrice] , [TotalOverriddenPrice] , [TotalIsOverridden] , [MeAndSonsBasePrice] , [MeAndSonsDiscountPrice] , [MeAndSonsModifierPrice] , [MeAndSonsRawSubTotalPrice] , [MeAndSonsRoundingPrice] , [MeAndSonsSubTotalPrice] , [MeAndSonsTaxesPrice] , [MeAndSonsTotalPrice] , [InternalNotes] , [UnitParamName] , [UnitParamValue] , [VariationID] , [ImageParamID] , [ImageParamStoreID] , [ImageParamClassTypeID] , [StageID] , [StageStoreID] , [StageClassTypeID] , [SaleAccountID] , [SaleAccountStoreID] , [SaleAccountClassTypeID] , [SaleAccountOverridden] , [ChildItemCount] , [ParameterStr] , [ModifierStr] , [PartStr] , [VarGridParam1ID] , [VarGridParam2ID] , [VarGridValues1] , [VarGridValues2] , [VarGridParam1OV] , [VarGridParam2OV] , [TaxItems] , [IsComplete] , [AssignedToID] , [TicketItemNumber] , [ShippingCompanyID] , [ShippingCompanyOV] , [ShippingContactID] , [ShippingContactOV] , [ShippingAddressID] , [ShippingAddressLinkID] , [ShippingAddressOV] , [ShippingTaxClassID] , [ShippingTaxClassOV] , [TotMaterialCost] , [TotLaborCost] , [TotEquipmentCost] , [TotOutSourceCost] , [TotOtherCost] , [TotPartCost] , [HasWorkAssignment] , [WorkAssignmentID] , [WorkAssignmentStoreID] , [WorkAssignmentClassTypeID] , [TotFreightCost] , [PriorityID] , [PriorityStoreID] , [PriorityClassTypeID] , [AssignedToClassTypeID] , [ProofApproved] , [ProofApprovedDate] , [ProofApprovedByID] , [PercentComplete] , [PercentCompleteOV] , [TermID] , [ContractPeriodID] , [ContractStartDate] , [ContractEndDate] , [ShipFromAddressID] , [ShipFromAddressLinkID] , [ShipFromAddressOV] , [IsValidTax] , [IsDirty] , [TaxNumber] , [ShipFromID] , [ShipFromClassTypeID] , [AssemblyIncluded] , [AssemblyIncludedOV] , [AssemblyLocked] , [AssemblyLinkID] , [AssemblyLinkClassTypeID] , [OverriddenAssemblies] , [StationID] , [StationClassTypeID] , [GLDepartmentID] , [GLDepartmentIDOV] , [TaxablePrice] , [MeAndSonsTaxablePrice] , [StationActivityID] , [StationActivityClassTypeID] , [MaterialExpenseID] , [LaborExpenseID] , [EquipmentExpenseID] , [OutsourceExpenseID] , [OtherExpenseID] , [FreightExpenseID] , [LocationExpenseID] , [UseParentExpenseAccounts] , [WarehouseID] , [WarehouseIDOV] , [RanReturnSQLFuncStatements] , [QuantityShipped] , [DueDate] , [DueDateOV] , [ShipFromCustomerID] , [ShipFromCustomerClassTypeID] , [ShowMultipleQuantityGrid] , [MultipleQuantityGridXML] , [OldDescription] , [EstimatingWarehouseID] , [EstimatingWarehouseIDOV] , [ProductionDivisionID] , [ProductionDivisionIDOverridden] )
)
VALUES
( @TDID --
, -1 -- ,
, 10100 -- ,
, 'SQLBridge' -- ,
, @@ServerName -- ,
, @OrderDate() -- ,
, 0 -- ,
, 0 -- ,
, 1 -- ,
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
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, --
, --
, --
, --
, --
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, --
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, --
, --
, --
, --
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, --
, --
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, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
, --
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, --
, --
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, --
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);
INSERT INTO [Journal] ([ID], [StoreID], [ClassTypeID] ,[ModifiedByUser] ,[ModifiedByComputer] ,[ModifiedDate] ,[SeqID] ,[IsSystem] ,[IsActive] ,[EmployeeID],[JournalActivityType] ,[JournalActivityText] ,[Description] ,[Notes] ,[StartDateTime] ,[EndDateTime] ,[TotalTime] ,[ScheduledDateTime] ,[CompletedByID] ,[CompletedDateTime] ,[IsSummary] ,[IsDetail] ,[SummaryID] ,[SummaryClassTypeID] ,[SummaryAmount] ,[DetailAmount] ,[StartGLGroupID] ,[EndGLGroupID] ,[AccountID] ,[AccountClassTypeID] ,[ContactID] ,[ContactClassTypeID] ,[TransactionID] ,[TransactionClassTypeID] ,[IsVoided] ,[VoidedDateTime] ,[VoidedEntryID] ,[VoidedEntryClassTypeID] ,[VoidedReason] ,[QueryStartDateTime] ,[QueryEndDateTime] ,[ReminderDateTime] ,[ReminderPrompt] ,[PartID] ,[ActivityType] ,[ActivityTypeText] ,[IsBillable] ,[BillableDateTime] ,[UseActualTime] ,[BillingNotes] ,[BillingType] ,[TotalBilledTime] ,[RecurringActivityID] ,[LinkID] ,[LinkStoreID] ,[LinkClassTypeID] ,[SpecialCode] ,[DivisionID] ,[HasCalendarLinks] ,[TipRecipientID] ,[PartClassTypeID] ,[RecurringClassTypeID] ,[StationID] ,[StationClassTypeID] ,[CurrentState] ,[StageID] ,[StageClassTypeID])
VALUES
( @JournalID -- (
, -1 -- ,
, _____ -- ,
, 'SQLBridge' -- ,
, @@ServerName -- ,
, @OrderDate -- ,
, 0 -- ,
, 0 -- ,
, 1 -- ,
, @EnteredByID --
, 6 --
, 'Company' --
, 'Company Created' --
, 'Inserted by SQLBridge' --
, @OrderDate --
, @OrderDate --
, NULL --
, NULL --
, @EnteredByID --
, @OrderDate --
, 1 --
, 1 --
, NULL --
, NULL --
, NULL --
, NULL --
, NULL --
, NULL --
, @AccountID --
, 2000 --
, @ContactID --
, 3000 --
, @THID --
, 10000 --
, 0 --
, NULL --
, NULL --
, NULL --
, NULL --
, @OrderDate --
, @OrderDate --
, NULL --
, 0 --
, NULL --
, 0 --
, NULL --
, 0 --
, NULL --
, 0 --
, NULL --
, 0 --
, 0 --
, NULL --
, NULL --
, NULL --
, NULL --
, NULL --
, @DivisionID --
, 0 --
, NULL --
, NULL --
, NULL --
, NULL --
, NULL --
, NULL --
, NULL --
, NULL -- )
);
COMMIT TRANSACTION
END TRY
BEGIN CATCH
ROLLBACK TRANSACTION;
SELECT @ErrorMessage = ERROR_MESSAGE(),
@ErrorSeverity = ERROR_SEVERITY(),
@ErrorState = ERROR_STATE();
RAISERROR (@ErrorMessage, -- Message text.
@ErrorSeverity, -- Severity.
@ErrorState -- State.
);
END CATCH;
– Step 5, Unlock the Company Record
EXEC dbo.csf_chapi_unlock @AccountID, 2000;
– Step 6, Refresh the Customer and Order Record
EXEC dbo.csf_chapi_refresh @THID, 10000, 0;
EXEC dbo.csf_chapi_refresh @AccountID, 2000, 0;
Contributor: Cyrious Software
Date: 4/2014
Version: Control 5.1