finAccountFunctions Class

Contains miscellaneous Account functions.
Implements I_ISRecordCodeDescription

Methods

Name Description
AccountCreditReportCancel Cancels a Credit Report for an Account.
AccountDatesChange Changes the Quoted, Accepted and Signed dates for an Account.
AccountHistoryCreditBureauDefaultCancel Cancels a "Pending" Credit Bureau Default. This should only be used where a Default cannot be updated normally and needs to be cancelled within finPOWER Connect.
AccountHistoryCreditLimitCancel Cancels a Minimum Payment Change.
AccountHistoryDefaultInterestCancel Cancels a Default Interest Rate review.
AccountHistoryFloatingInterestRateCancel Cancels a pending Floating Interest Rate history record.
AccountHistoryFloatingInterestRateUpdateNotifiedDate Updates the Notified date of a Floating Interest Rate history record.
AccountHistoryInterestCycleCancel Cancels an Interest Rate review.
AccountHistoryInterestRateCancel Cancels an Interest Rate review.
AccountHistoryMinimumPaymentCancel Cancels a Minimum Payment Change.
AccountHistoryMonitorCategoryCancel Cancels a Monitor Category change.
AccountHistoryOtherInterestCancel Cancels an Other Interest Rate review.
AccountHistoryPendingWithdrawalCancel Cancels a Pending Withdrawal.
AccountHistoryPendingWithdrawalComplete Complete a Pending Withdrawal.
AccountHistoryPendingWithdrawalReverse Resets the Status of a Pending Withdrawal from Completed to Pending.
AccountHistoryRating2Update Update the History Rating (type 2) on an Account.
AccountHistoryRating2UpdatePk Update the History Rating (type 2) on an Account.
AccountHistoryRating3Update Update the History Rating (type 3) on an Account.
AccountHistoryRating3UpdatePk Update the History Rating (type 3) on an Account.
AccountHistoryRatingUpdate Update the History Rating on an Account.
AccountHistoryRatingUpdatePk Update the History Rating on an Account.
AccountHistoryTaxCategoryCancel Cancels a Tax Category review.
AccountHistoryUpdate System Use Only Obsolete
AccountHistoryUpdatePk System Use Only Obsolete
AccountHistoryUpdateProcessedExternal Updates the ProcessedExternal field of an Account History record.
AccountOverdueDaysUpdate Updates the denormalised OverdueFromDate and OverdueCFromDate columns on the Account table. Used to quickly calculate Overdue Days for an Account.
AccountToXmlString
AccountToXmlStringObject
AccountToXmlStringPk
AccountingLedgerActivate Update the status of an Accounting Ledger to 'Active', ie Activate.
AccountingLedgerCancel Cancel an Accounting Ledger.
AccountingLedgerReverse Reverse an Accounting Ledger.
AccountingLedgerSuspend Suspend an 'Active' Accounting Ledger.
AccountingLedgerSuspendClear Clears the suspension status of a 'Suspended' Accounting Ledger.
AccountingLedgerUpdateProcessedExternal Updates the ProcessedExternal field of an Accounting Ledger record.
AccountingLedgerUpdateStatusToHold Update the status of an Accounting Ledger to 'Hold'.
BackdatedToDateClear Clears the Account's "Backdated To" date for Interest backdating purposes.
BackdatedToDateUpdate Updates the Account's "Backdated To" date for Interest backdating purposes.
CalculateRebate Calculates the Rebate due for a Value, given parameters such as the method and period covered.
CanSendDocument Check to see whether the Account can be sent a Document, e.g., that at least one Account Client has an Email Address when attempting to send an Email Document.
CheckDigitCalculate Calculates the check digit for an Id and returns the resultant Id.
CheckDigitCalculateWithPrefix Calculates the check digit for a Prefix and Id and returns the resultant Id.
CheckDigitValidate Validate the check digit for an Id and optionally return the Id with the check digit removed.
CreateUserDefinedParameters Create a set of User Defined Parameters to enter Account User Defined details into.
DateProcessNextSet Sets the Account's "Process Next" date.
DateProcessNextUpdate Updates the Account's "Process Next" date. If the date is prior to the current "Process Next" date this will Null "Process Next" date.
DeleteBankMatch Deletes a Bank Match.
DeleteBankMatchAlternate Delete the Account's Alternate Bank Match.
DisbursementApprove Approve a Disbursement.
DisbursementCancel Cancel a Disbursement.
DisbursementReverse Reverses an approved Disbursement.
DisbursementUpdateProcessedExternal Updates the ProcessedExternal field of a Disbursement record.
DisbursementUpdateStatusToHold Update a Disbursement to a status of 'Hold'.
DisbursementUpdateStatusToPending Update a Disbursement to a status of 'Pending'.
GetAccountBranchPk Get the primary key of an Account's Branch.
GetAccountHistoryItems Retrieve Account History Items using an Account Id.
GetAccountHistoryItemsByType Retrieve Account History Items of a specific type using an Account Id.
GetAccountIdFromExternalId Get an Account's Id from the specified External Id.
GetAccountLogSubjectInformationListId System Use Only Obsolete Get the Id of an Information List used for an Account Log's data entry.
GetAccountPkFromExternalId Get an Account's primary key from the specified External Id.
GetAccountProcessesLastUtcDateDeposit Returns the UTC Date and Time Account Processes for Deposit Accounts were run, or Nothing if never run.
GetAccountProcessesLastUtcDateLoan Returns the UTC Date and Time Account Processes for Loan Accounts were run, or Nothing if never run.
GetAccountRelatedBankingDetails System Use Only Get a list of Account Banking Details from the Account's Banking Details and also the Account's "Owner" Clients' Bank Accounts.
GetAccountStatus Get the Status of an Account.
GetAccountStatusPk Get the Status of an Account.
GetAccountStdTranCycleList Retrieves the applicable cycles for an Account Class and Element combination.
GetAccountingLedgerMethodDescription Get the Description of the Method used to create the Accounting Ledger Journals.
GetBPayCode Gets the BPAY code including check digit.
GetBankMatchAccounts Gets a list of Accounts that match the specified Bank Transaction Match text. Accounts are ordered from most recent to oldest use of the specified Bank Transaction Match.
GetBankMatchesPk Get a list of Account Bank Matches.
GetByWhomList Retrieve a List of "By Whom" for an Account.
GetContactMethodsListEmail System Use Only Retrieve a List of active Email Contact Methods for an Account.
GetContactMethodsListFromAccount System Use Only Retrieve a List of current Contact Methods for an Account.
GetContactMethodsListSms System Use Only Retrieve a List of active SMS Contact Methods for an Account.
GetCountChildLogs Get a Count of Child Logs for the specified Account Log.
GetLongestCode Returns the number of characters in the longest Account code.
GetLongestExternalId Returns the number of characters in the longest ExternalId code.
GetMessagingContactNames Loads a list of Names for the Account, regardless of whether or not they have any Contact Methods.
GetMessagingContacts Retrieves Messaging Contacts for an Account.
GetNonClosedCsvString System Use Only Returns a CSV string of Non-Closed Account Statuses.
GetOverdueDetailsPk Get basic Overdue details for an Account.
GetQuoteOrClosedQuoteCsvString System Use Only Returns a CSV string of Account Statuses Quote, Declined and Unwanted.
GetRecordCodeDescription
GetRecordDescription
GetRecordDescriptionAndStatus Get an Account Description (actually, it's Name) and Status.
GetRecordExternalId
GetRefinanceToAccountsSqlWhere Retrieve an ISSqlWhereBuilder object to determine which Accounts can be selected to Refinance into for an Account.
GetRelatedAccountsCodeDescriptionList Gets the Account's related accounts.
GetRelatedAccountsDataView Gets the Account's related accounts.
GetScriptId Returns the Id of the Script executing the function defined in scriptType.
GetScriptPk Returns The primary key of the Script executing the function defined in scriptType.
GetSubjectInformationListIdFromAccountLog Get the Id of an Information List to use for an Account Log's Subject data entry.
GetWorstClientStatusColourHtml Get the colour associated with a Client Status (does not include 'Other' type Clients).
LoadAccountHistoryItem
LogAdd2 Add an Account Log.
LogAddDocument Add an Account Log from details passed in from a Document E.g. a Word VBA template or Document Script.
LogAddEmail Add an Email Log.
LogAddSms Add an Account SMS Log.
MonitorCategoryReset
PaymentArrangementCancel Cancels the current Payment Arrangement for a Revolving Credit Loan.
PaymentArrangementCancelPk Cancels the current Payment Arrangement for a Revolving Credit Loan.
PaymentArrangementUpdateUserStatus Updates the "UserStatus" column for an Account Payment Arrangement.
Reset Resets any cached values used in this object.
ResolveTaggedReference Resolve Account tags.
SetAccountProcessesLastUtcDateDeposit Sets the UTC Date and Time Account Processes for Loan Accounts were last run.
SetAccountProcessesLastUtcDateLoan Sets the UTC Date and Time Account Processes for Deposit Accounts were last run.
StatementReverseLast Reverse the last Statement for an Account.
StatementReverseLastPk Reverse the last Statement for an Account.
StatusClosedPendingToClosed Closes a Closed Pending Account.
StatusClosedPendingToClosedPk Closes a Closed Pending Account.
StatusClosedPendingToOpen Reopens a Closed Pending Account.
StatusClosedPendingToOpenPk Reopens a Closed Pending Account.
StatusClosedToOpen Opens a Closed Account.
StatusClosedToOpenPk Opens a Closed Account.
StatusDeclinedToQuote Sets an 'Declined' Account back to a Quote.
StatusDeclinedToQuotePk Sets an 'Declined' Account back to a Quote.
StatusOpenToClosePending Pending Closes an 'Open' Account.
StatusOpenToClosePendingPk Pending Closes an 'Open' Account.
StatusOpenToClosed Closes an 'Open' Account.
StatusOpenToClosedPk Closes an 'Open' Account.
StatusOpenToQuote Sets an 'Open' Account back to a Quote.
StatusOpenToQuotePk Sets an 'Open' Account back to a Quote.
StatusQuoteToDeclined Declines a 'Quote' Account.
StatusQuoteToDeclinedPk Declines a 'Quote' Account.
StatusQuoteToOpen Opens a 'Quote' Account.
StatusQuoteToOpenPk Opens a 'Quote' Account.
StatusQuoteToUnwanted Changes a 'Quote' Account to an Unwanted Account.
StatusQuoteToUnwantedPk Changes a 'Quote' Account to an Unwanted Account.
StatusUnwantedToQuote Sets an 'Unwanted' Account back to a Quote.
StatusUnwantedToQuotePk Sets an 'Unwanted' Account back to a Quote.
SupportsInterestRateChanges Determines if an Account Class supports Interest Rate Changes
UpdateCreditEnquiryQuotations Updates related Clients, confirming Quotation Credit Enquiries where found.
UpdateInterestInAdvanceCurrentSchedule Updates the Properties on the Account Calculation and sets the schedule as at the most recent Payment Arrangement or Restructure.
UpdateInterestInAdvanceNextProcessDate Updates the Date Process Next date to the next interest adjustment date for Interest in Advance.
UpdateInterestInAdvancePostPendingAdjustments
UpdateParentAccountPk Update the Parent of an Child Account.
UserCanUpdateAccountSuspensions Indicates whether the current User is allowed to update Account Suspensions for a particular Account.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0