Functionality to Accept or Decline an Account Application.

Methods

Name Description
AccountAppAcceptStatusSet Set the AccountAppAcceptStatus and also apply any defaults and perform any Script event associated with this.
AccountAppLoad Loads the Account Application.
AccountAppLoadPk Load the Account Application.
AccountWarningsLoad Loads the Warnings collection.
AccountWarningsRefresh Forces the Account Warnings collection to be reloaded the next time it is accessed.
Clear Clears this object and sets all of its properties to their defaults.
ExecuteAccept Accept the Account Application and create and Open an Account.
ExecuteDecline Decline the Account Application.
ExecuteUnwanted Flag Account Application as Unwanted.

Properties

Name Description
AcceptToQuoteAccount If accepting the Account Application, determines whether the Account should be created with a status or 'Quote'.
AccountApp Read-Only The Account Application.
AccountAppAcceptAccounts Read-Only A collection of Accounts created during the Account Application Accept script process.
AccountAppAcceptStatus The Accept Status, e.g., whether to Accept or Decline the Account Application.
AccountWarnings Read-Only The Account Warnings object.
AccountWarningsLoaded Read-Only Indicates whether the Account Warnings collection has been loaded.
AuthorisedName The name of the person Authorising the Decline of the Account Application.
AuthorisedReason The Reason for the Decline of the Account Application.
CloseNote A short Note regarding the Decline/ Unwanted Account Application.
CreateClientsWhenNotAccepted Indicates whether to create new Clients when the Account Application is Declined or Unwanted.
DateAccepted The date the Account Application is Accepted.
DateDeclined The date the Account Application is Declined or Unwanted.
DateSigned The date the Account Application is Signed.
UpdateClients Indicates whether to update existing Clients.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0