Family Group script

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)

These instructions require technical expertise

Make sure you know what you're doing and are using one of the products listed. If you're not sure, ask your IT professional or MYOB.

Article ID: 33411

Family Groups are new in AE Practice Manager (AE PM) 5.0 and above. Refer Family Groups for full details.

Standard scripts are available to create the Family Groups in your database, based either on your current Billing Groups or on a selected Extra Field.

The 2 scripts

UpdateFamilyGroupsFromBilling.sql- copies the Billing Group parent to the Family Group
UpdateFamilyGroupsFromExtraField.sql - copies the family name from the Extra field to the Family Group

If these standard scripts do not meet your requirements additional scripting requests may be chargeable.

To edit the script, save it to the hard disk of the PC from which it will be run. Open Windows Explorer, navigate to the saved script, highlight it, right-click and select Open.

MYOB INTERNAL STAFF ONLY

Internal Notes

To create the Family Group based on the Billing Group (parent name)

Scripts saved to X:\Products\Solution6\Viztopia\00 Scripts and Hotfixes\Release 5.0\UpdateFamilyGroups

The standard script (UpdateFamilyGroupsFromBilling.sql) provided is set with the following variables:

Set @DeleteFamilyGroups = 0 -- 0 = Do Not Delete existing family groups,

-- 1 = delete family groups from Contacts and from FamilyGroup table

Set @AppendTextToFamilyGroup = 0 -- 0 = do not add standard text to end of family group name

-- 1 = add standard text to end of family group name

Set @AppendText = 'Group' -- the text to be appended to family group name

This means that:

Existing Family Groups are NOT deleted, and;
The Family Group name will be copied from the client Billing Group (parent name) with no additional text added, for example, Smith & Co Pty Ltd or Smith John.

If this does not meet your requirements the script can be edited to change the variables to:

Delete all existing Family Groups, and/or;
Add text to the end of the parent name copied to the Family Group, for example, Smith & Co Pty Ltd Group or Smith John Group.

To create the Family Group based on an Extra Field

The standard script (UpdateFamilyGroupsFromExtraField.sql) provided must be edited to include the Extra field name that is to be copied to the Family Group. The standard variables are as follows:

Set @ExtraFieldName = 'Accounting Class'

Set @DeleteFamilyGroups = 0 -- 0 = Do Not Delete existing family groups,

-- 1 = delete family groups from Contacts and from FamilyGroup table

Set @AppendTextToFamilyGroup = 0 -- 0 = do not add standard text to end of family group name

-- 1 = add standard text to end of family group name

Set @AppendText = 'Group' -- the text to be appended to family group name

In this example:

The contents of the Extra Field Name 'Accounting Class' will be copied to the Family Group;
Existing Family Groups are NOT deleted, and;
Standard text 'Group' is NOT added to the end of the Family Group name.

If this does not meet your requirements the script can be edited to change the variables to:

Delete all existing Family Groups, and/or;
Add text to the end of the parent name copied to the Family Group, for example, Smith & Co Pty Ltd Group or Smith John Group.

Note: If you are unsure about the variable settings in either of these scripts, contact us or log a service request via my.myob.

Note: Before the script is run please make sure you have a backup of the AE Practice Manager (AE PM) database.