KVSCRSPortfolioCompany#
Fields#
| Name | Type | Note |
|---|---|---|
| Portfolio ID | Integer | |
| Creditsafe ID | Text[30] | |
| Has Changes | Boolean | |
| Last Change Date | Date | |
| Portfolio Name | Text[100] | FlowField |
Procedures#
RefreshAllPortfolioCompanies() :#
Summary: Refreshes all portfolio companies by retrieving the latest monitored companies data from the service. This clears existing temporary data and fetches current portfolio and company information to ensure data consistency.
procedure RefreshAllPortfolioCompanies():
CountByCreditsafeID(Text) : Integer#
Summary: Counts the number of portfolio companies associated with a specific Creditsafe ID. Used to determine how many portfolios monitor a particular company for dependency checks.
procedure CountByCreditsafeID(crsId: Text): Integer
Parameters:
crsId: The Creditsafe ID to count portfolio associations for.
Returns: The number of portfolio companies with the specified Creditsafe ID.
LookupByCreditsafeID(Text) :#
Summary: Opens a lookup page for portfolio companies filtered by a specific Creditsafe ID. Validates that monitoring is available for the company before allowing lookup to proceed.
procedure LookupByCreditsafeID(crsId: Text):
Parameters:
crsId: The Creditsafe ID to filter portfolio companies by.
LookupAllByPortfolioID(Integer) :#
Summary: Opens a lookup page showing all companies in a specific portfolio. Provides a comprehensive view of all monitored companies regardless of their change status.
procedure LookupAllByPortfolioID(portfolioID: Integer):
Parameters:
portfolioID: The ID of the portfolio to display companies for.
LookupChangedByPortfolioID(Integer) :#
Summary: Opens a lookup page showing only companies with changes in a specific portfolio. Filters the view to display only companies that have detected changes for efficient review.
procedure LookupChangedByPortfolioID(portfolioID: Integer):
Parameters:
portfolioID: The ID of the portfolio to display changed companies for.
SetTempRecords(Record KVSCRSID, Record KVSCRSPortfolio) :#
Summary: Populates temporary records with the current portfolio and Creditsafe ID data for processing. Used to prepare data for portfolio management operations while avoiding direct database modifications.
procedure SetTempRecords(var TempCrsID: Record "KVSCRSID" temporary; var TempCrsPortfolio: Record "KVSCRSPortfolio" temporary):
Parameters:
TempCrsID: Temporary Creditsafe ID record to be populated with current company data.TempCrsPortfolio: Temporary portfolio record to be populated with current portfolio data.