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cgcloud__Payment__c

This object stores the value that retailers expect as compensation for running promotions, which are executed by using tactics. This object is available in API version 54.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Details
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
1cgcloud__Payment_Amount__c  -  (  cgcloud__Total_Tactic_Payout_Amount__c  +  cgcloud__Rejected_Amount__c  )
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
1cgcloud__Payment_Template__r.cgcloud__Currency__c
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
1cgcloud__Reference_Date__c + cgcloud__Payment_Template__r.cgcloud__Date_From_Offset__c
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
1cgcloud__Reference_Date__c +  cgcloud__Payment_Template__r.cgcloud__Date_Thru_Offset__c
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
1IF( RecordType.Name == 'Parent' , 'Parent', (IF(ISBLANK(cgcloud__Parent_Payment__c), 'Orphan', 'Adopted')))
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
1cgcloud__Payment_Template__r.cgcloud__KPI_Set__r.Name
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
1cgcloud__Version__c <> cgcloud__Offplatform_Version__c
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
1TODAY()  -  cgcloud__Reference_Date__c
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
1cgcloud__Payment_Anchor__r.cgcloud__Account_Number__c
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
1TEXT(cgcloud__Payment_Template__r.cgcloud__Payment_Type__c)
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
1cgcloud__Planning_Anchor__r.cgcloud__Account_Number__c
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
1cgcloud__Vendor_Anchor__r.cgcloud__Account_Number__c
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.

Associated Objects

This object has these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later.

cgcloud__Payment__cChangeEvent
Change events are available for the object.
cgcloud__Payment__cFeed
Feed tracking is available for the object.
cgcloud__Payment__cHistory
History is available for the tracked fields of the object.
cgcloud__Payment__cOwnerSharingRule
Sharing rules are available for the object.
cgcloud__Payment__cShare
Sharing is available for the object.