Query Account Records
In the database use the ActivityGUID to locate the record written to AsAccountingDetail. Locate the ActivityGUID by running the query listed below.
Query To Locate the ActivityGUID
SELECT AsActivity.ActivityGUID
FROM AsActivity
JOIN AsTransaction ON AsTransaction.TransactionGUID=AsActivity.TransactionGUID
JOIN AsPolicy ON AsPolicy.PolicyGUID=AsActivity.PolicyGUID
WHERE AsPolicy.PolicyNumber='[PolicyNumber]')
AND AsTransaction.TransactionName='[TransactionName]'
AND AsActivity.EffectiveDate='[EffectiveDate]'
AND AsActivity.TypeCode IN ('01','04')
AND AsActivity.StatusCode = '01'
View the accounting details for all transactions associated with a policy or activity by using the following SQL statements.
Query to Use ActivityGUID to Locate Record Written to AsAccountingDetail
SELECT AsAccountingDetail.*
FROM AsAccountingDetail
JOIN AsActivity ON AsActivity.ActivityGUID = AsAccountingDetail.ActivityGUID
AND AsActivity.StatusCode = '01'
JOIN AsPolicy ON AsPolicy.PolicyGUID = AsActivity.PolicyGUID
AND AsPolicy.PolicyNumber = '[policy number]'
Query to View all CoA Information
SELECT * FROM AsChartOfAccounts
JOIN AsChartOfAccountsEntity ON AsChartOfAccounts.ChartOfAccountsGUID = AsChartOfAccountsEntity.ChartOfAccountsGUID
JOIN AsChartOfAccountsEntry ON AsChartOfAccountsEntity.ChartOfAccountsEntityGUID = AsChartOfAccountsEntry.ChartOfAccountsEntityGUID
LEFT JOIN AsChartOfAccountsMoneyType ON AsChartOfAccountsEntry.ChartOfAccountsEntryGUID = AsChartOfAccountsMoneyType.ChartOfAccountsEntryGUID
LEFT JOIN AsChartOfAccountsResult ON AsChartOfAccountsEntry.ChartOfAccountsEntryGUID = AsChartOfAccountsResult.ChartOfAccountsEntryGUID
LEFT JOIN AsChartOfAccountsCriteria ON AsChartOfAccountsEntry.ChartOfAccountsEntryGUID = AsChartOfAccountsCriteria.ChartOfAccountsEntryGUID
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