Equus Software

Merge Data Sources can be added to support any data in the Equus Platform. The Communications Merge Data Sources screen is found at the system level. A stored procedure must be written in order to support new system data sources.

The list of Merge Data Sources on the Communications Merge Data Sources screen appears on in the Data Source drop down list on:

Communiation Merge Data Source in Email Template

DCommuniation Merge Data Source in Merge Doc

Click on the links to view the data fields available for each merge data source name. Alternatively to find the names in the system, these can be found on the <b>Email Templates</b> screen in the <a href="https://intercom-help.eu/equus-software/en/articles/630842-how-to-create-configure-an-email-template-part-1-of-2" rel="nofollow noopener noreferrer" target="_blank">sections: Email Content Merge Source and Email Content</a>

Merge Data Sources can be added to support any data in the Equus Platform. The Communications Merge Data Sources screen is found at the system level.  A stored procedure must be written in order to su

What are Standard Merge Data Sources / Stored Procedures?

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Merge Data Source Name	Stored Procedure Name	Description
Assignment Dependent Service Order	EQ_STANDARD_MERGE_DOCUMENT_ASSIGNMENT_DEPENDENT	Data for Assignment Dependent Service Order
Comp Accumulation Instructions	EQ_STANDARD_MERGE_DOCUMENT_COMP_ACCUMULATION_PROCESS	Data for Comp Accumulation Instructions
Destination Buyer Service Order	EQ_STANDARD_MERGE_DOCUMENT_DESTINATION_BUYER	Returns selected fields regarding Company, Employee, Assignment, Service Order, and Mailing Address, Employee Contact, Dependent, and Destination Buyer data for a specified ServiceOrderID.
Employee	EQ_STANDARD_MERGE_EMPLOYEE	Returns selected fields regarding Employee and Assignment data for a specified AssignmentID.
Employee Expanded	EQ_STANDARD_MERGE_DOCUMENT_EMPLOYEE_EXPANDED	An Expanded Set of General Employee and Assignment Information for a specified AssignmentID.
Employee Listing Service Order	EQ_STANDARD_MERGE_DOCUMENT_EMPLOYEE_LISTING	Returns selected fields regarding Company, Employee, Assignment, Service Order, and Mailing Address, Employee Contact, Dependent, and Employee Listing data for a specified ServiceOrderID.
Generic Service	EQ_STANDARD_MERGE_DOCUMENT_SERVICE_ORDER	Returns selected fields regarding Company, Employee, Assignment, Service Order, and Mailing Address, Employee Contact and Dependent data for a specified ServiceOrderID.
Invoice	EQ_STANDARD_MERGE_DOCUMENT_INVOICE	Data for Invoices for a specified InvoiceID
Move Management Service Order	EQ_STANDARD_MERGE_DOCUMENT_HHG	Returns selected fields regarding Company, Employee, Assignment, Service Order, and Address(es), Employee Contact, Dependent, and Move Management data for a specified ServiceOrderID. When this is used from the Move Management Needs Assessment screen, the data source will return data from each Detail record associated with the specified ServiceOrderID.
Temp Living Service Order	EQ_STANDARD_MERGE_DOCUMENT_TEMP_LIVING	Returns selected fields regarding Company, Employee, Assignment, Service Order, and Mailing Address, Employee Contact, Dependent, and Temp Living data for a specified ServiceOrderID.
Training Service Order	EQ_STANDARD_MERGE_DOCUMENT_TRAINING	Data for Training Service Order for a specified ServiceOrderID