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.