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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.