KVSCRSPortfolio#
Fields#
| Name | Type | Note |
|---|---|---|
| ID | Integer | |
| Name | Text[100] | |
| Enabled | Boolean | |
| Creation DateTime | DateTime | |
| Last Changed DateTime | DateTime | |
| Monitored Companies | Integer | |
| Changed Companies | Integer |
Procedures#
RefreshPortfolios() :#
Summary: Refreshes all portfolios from the Creditsafe service to ensure local data is up to date.
procedure RefreshPortfolios():
RefreshPortfolioCompanies() :#
Summary: Refreshes the list of companies monitored by this portfolio from the Creditsafe service.
procedure RefreshPortfolioCompanies():
RefreshChangedOnlyPortfolioCompanies(DateTime) :#
Summary: Refreshes only the companies that have changed since the specified date and time from this portfolio.
procedure RefreshChangedOnlyPortfolioCompanies(startDateTime: DateTime):
Parameters:
startDateTime: The date and time from which to check for changes.
GetByID(Integer, Record KVSCRSPortfolio) : Boolean#
Summary: Retrieves a portfolio record by its ID and returns it via the output parameter.
procedure GetByID(idPar: Integer; var crsPortfolio: Record "KVSCRSPortfolio"): Boolean
Parameters:
idPar: The ID of the portfolio to retrieve.crsPortfolio: The output parameter that will contain the retrieved portfolio record.
Returns: True if the portfolio was found, otherwise false.