| LastActivityDate |
- Type
- date
- Properties
- Filter, Group, Nillable, Sort
- Description
- Most recent date on which a user performed an action on the record
|
| LastReferencedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- Most recent date on which a user referenced this record.
|
| LastViewedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- Most recent date on which a user viewed this record.
|
| Name |
- Type
- string
- Properties
- Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description
- Unique identification of the record.
|
| OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- ID of the record owner.
- This is a polymorphic relationship field.
- Relationship Name
- Owner
- Relationship Type
- Lookup
- Refers To
- Group, User
|
| RecordTypeId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Represents the record type of the record.
- This is a relationship field.
- Relationship Name
- RecordType
- Relationship Type
- Lookup
- Refers To
- RecordType
|
| cgcloud__Addendum_Reference__c |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- Reference to the previous deduction addendum, if applicable.
|
| cgcloud__Adjustment_Reference__c |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- Reference to the adjusted payment or deduction on the original
payment.
|
| cgcloud__Adjustment_Type__c |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies the type of adjustment.
- Possible values are:
- Deduction Addendum
- Deduction Replacement
- Payment Reversal
|
| cgcloud__Balance__c |
- Type
- double
- Properties
- Filter, Nillable, Sort
- Description
- Balance of the remaining payment amount.
- This is a calculated field.
- Formula
-
|
| cgcloud__Currency__c |
- Type
- string
- Properties
- Filter, Nillable, Sort
- Description
- Currency that the sales org of the payment template determines.
- This is a calculated field.
- Formula
-
|
| cgcloud__Date_From_Reference_Date__c |
- Type
- date
- Properties
- Filter, Group, Nillable, Sort
- Description
- Used for the Link Tactics feature: linkable tactics must overlap
with the time range [payment.reference_date__c -
Date_From_Offset__c:payment.reference_Date__c +
Date_Thru_Offset__c] (calculated helper value defining ther start
of the time range).
- This is a calculated field.
- Formula
-
|
| cgcloud__Date_Thru_Reference_Date__c |
- Type
- date
- Properties
- Filter, Group, Nillable, Sort
- Description
- Used for the Link Tactics feature: linkable tactics must overlap
with the time range [payment.reference_date__c -
Date_From_Offset__c:payment.reference_Date__c +
Date_Thru_Offset__c] (calculated helper value defining the end of
the time range).
- This is a calculated field.
- Formula
-
|
| cgcloud__Default_Anchor__c |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Reference to the default anchor.
- This is a relationship field.
- Relationship Name
- cgcloud__Default_Anchor__r
- Relationship Type
- Lookup
- Refers To
- Account
|
| cgcloud__ERP_Status_Date__c |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Date on which the payment was received.
|
| cgcloud__ERP_Status__c |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description
- Reference ID of the received payment.
|
| cgcloud__Ext_Ref_Date__c |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- External reference date.
|
| cgcloud__External_ID__c |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description
- External ID.
|
| cgcloud__Family_Status__c |
- Type
- string
- Properties
- Filter, Nillable, Sort
- Description
- Status that defines whether the payment has an associated parent
payment.
- This is a calculated field.
- Formula
-
|
| cgcloud__Int_Ref_Date__c |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Internal reference date.
|
| cgcloud__Internal_ID__c |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description
- Internal ID.
|
| cgcloud__KPI_Set__c |
- Type
- string
- Properties
- Filter, Nillable, Sort
- Description
- KPI set that's assigned to the payment template.
- This is a calculated field.
- Formula
-
|
| cgcloud__KPIs_Outdated__c |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- Checks whether the version of the Salesforce org and the
corresponding version for Off-Platform are in sync.
- This field is a calculated field.
- This field is available in API version 55.0 and later.
- Formula
-
|
| cgcloud__Linked_Tactics_Count__c |
- Type
- double
- Properties
- Filter, Nillable, Sort
- Description
- Count of the Payment Tactic records.
- This is a calculated field.
|
| cgcloud__Offplatform_Version__c |
- Type
- double
- Properties
- Create, Defaulted on create, Filter, Nillable, Sort, Update
- Description
- Offplatform version of the payment.
|
| cgcloud__Offset_Summary__c |
- Type
- double
- Properties
- Filter, Nillable, Sort
- Description
- Summary of the Payment Tactic records.
- This is a calculated field.
|
| cgcloud__Original_Reference__c |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- Reference to the original payment.
|
| cgcloud__Parent_Payment__c |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Reference to the Parent Payment of the record.
- This is a relationship field.
- Relationship Name
- cgcloud__Parent_Payment__r
- Relationship Type
- Lookup
- Refers To
- cgcloud__Payment__c
|
| cgcloud__Payment_Age__c |
- Type
- double
- Properties
- Filter, Nillable, Sort
- Description
- Age of the payment: Number of days that have passed since the
payment request was created.
- This is a calculated field.
- Formula
-
|
| cgcloud__Payment_Amount__c |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Amount of the payment.
|
| cgcloud__Payment_Anchor_Number__c |
- Type
- string
- Properties
- Filter, Nillable, Sort
- Description
- Customer number of the Payment Anchor, which is populated based on
the selected payment anchor.
- This is a calculated field.
- Formula
-
|
| cgcloud__Payment_Anchor__c |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Defines the anchor customer of the payment.
- This is a relationship field.
- Relationship Name
- cgcloud__Payment_Anchor__r
- Relationship Type
- Lookup
- Refers To
- Account
|
| cgcloud__Payment_Status__c |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Current status of the payment.
- Possible values are:
- Adjusted
- Cancelled
-
Closed—Approved
- Error
-
Initial—Open
-
Pending Approval—Submitted for Approval
-
ToBeClosed—To Be Closed
- The default value is Initial.
|
| cgcloud__Payment_Tactic_Fund_Summary__c |
- Type
- double
- Properties
- Create, Defaulted on create, Filter, Nillable, Sort, Update
- Description
- Summary of the Payment Tactic Funds.
|
| cgcloud__Payment_Template__c |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Reference to the payment template.
- This is a relationship field.
- Relationship Name
- cgcloud__Payment_Template__r
- Relationship Type
- Lookup
- Refers To
- cgcloud__Payment_Template__c
|
| cgcloud__Payment_Type__c |
- Type
- string
- Properties
- Filter, Nillable, Sort
- Description
- Type of the payment.
- This is a calculated field.
- Formula
-
|
| cgcloud__Planning_Anchor_Number__c |
- Type
- string
- Properties
- Filter, Nillable, Sort
- Description
- Customer number of the Planning Anchor, which is populated based
on the selected planning anchor.
- This is a calculated field.
- Formula
-
|
| cgcloud__Planning_Anchor__c |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Reference to the Planning Anchor.
- This is a relationship field.
- Relationship Name
- cgcloud__Planning_Anchor__r
- Relationship Type
- Lookup
- Refers To
- Account
|
| cgcloud__Pre_Adjustment_Amount__c |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Amount of deduction prior to the adjustment and creation of the
deduction addendum.
|
| cgcloud__Reference_Date__c |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Reference date of the payment.
|
| cgcloud__Rejected_Amount__c |
- Type
- double
- Properties
- Create, Defaulted on create, Filter, Nillable, Sort, Update
- Description
- Rejected amount of the payment.
|
| cgcloud__Rejected_Reason_Codes__c |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Reasons for the rejected amount of the payment.
- Possible values are:
-
Reason 1—Authorized Return
-
Reason 10—Other Reason
-
Reason 2—Automatic Write-Off of less than $50
-
Reason 3—Damages
-
Reason 4—Freight Claim
-
Reason 5—Post Audit
-
Reason 6—Pricing Errors
-
Reason 7—Rejected-Charge back to customer
-
Reason 8—Transfer to Broker
-
Reason 9—UCD - Unearned Cash Discount
|
| cgcloud__Total_Tactic_Payout_Amount__c |
- Type
- double
- Properties
- Filter, Nillable, Sort
- Description
- Sum of the Payment Tactic records.
- This is a calculated field.
|
| cgcloud__Vendor_Anchor_Number__c |
- Type
- string
- Properties
- Filter, Nillable, Sort
- Description
- Customer number of the vendor anchor, which is populated based on
the selected vendor anchor.
- This is a calculated field.
- Formula
-
|
| cgcloud__Vendor_Anchor__c |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Reference to the vendor anchor.
- This is a relationship field.
- Relationship Name
- cgcloud__Vendor_Anchor__r
- Relationship Type
- Lookup
- Refers To
- Account
|
| cgcloud__Version__c |
- Type
- double
- Properties
- Create, Defaulted on create, Filter, Nillable, Sort, Update
- Description
- Version of the payment.
|