Add Date to Account Transaction Documents

I am making this tutorial because I found it really difficult to go through older transaction that happened more than one day ago since all of the transaction document names are the same i.e. Petty Cash

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This tutorial is made to add date to your default account transaction documents.
Format of this out will be YYYY-MM-DD - NAME

i.e. 2022-04-04 - Petty Cash
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:warning:MAKE A BACKUP
:warning:TEST BEFORE IMPLEMENTING


:information_source:REQUIRED (tested on):
:information_source:SQL Server 2019
:information_source:Microsoft SQL Server Management Studio 2018
:information_source:SambaPOS v5.3.6

  1. Open Microsoft SQL Server Management Studio 2018
    1.1. Authenticate
    1.2. Select your database
    1.3. New Query
    1.4. Paste the code below
    1.5. Execute

CODE TO PASTE

/* Replace generic Account Transaction Name with Year-Month  -  Name */

IF OBJECT_ID('dbo.trg_AccountTransactionDocuments_Insert') IS NOT NULL
  DROP TRIGGER dbo.trg_AccountTransactionDocuments_Insert;
GO

CREATE TRIGGER dbo.trg_AccountTransactionDocuments_Insert
ON dbo.AccountTransactionDocuments
AFTER INSERT
AS
  BEGIN
	
	DECLARE @DocId INT;
    DECLARE @DocName NVARCHAR(MAX);
    DECLARE @YearMonth NVARCHAR(10) = CONVERT(VARCHAR(10), GETDATE(), 126);

    SELECT @DocId = Inserted.Id,
           @DocName = Inserted.Name
        FROM Inserted;

    UPDATE dbo.AccountTransactionDocuments
        SET Name = CONCAT(@YearMonth, ' - ', @DocName)
        WHERE Id = @DocId
  END;
GO

Special thanks to Memo and Bob_be for sharing occasional wisdom with me :pray: :grin:

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