cgcloud__Fund_Transaction_Header__c

Fund Transaction Header object facilitates the creation of multiple fund transactions in either a multiple source or target fund business scenario. This object dictates key fields such as the fund transaction template. The source or target funds for the fund transaction records to be created are based on transaction types such as Transfer, drawback, and more. 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
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 Type of the multi-fund transaction. This is a relationship field. Relationship Name RecordType Relationship Type Lookup Refers To RecordType
cgcloud__Amount__c	Type double Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Sum of the amount of all related transactions.
cgcloud__Currency__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Stores the Currency set by the selected template based on Sales Org. Possible values are: `CAD`—Canadian Dollar `CHF`—Swiss Franc `EUR`—Euro `GBP`—Pound Sterling `JPY`—Yen `NOK`—Norwegian Krone `RUB`—Russian Currency `USD`—US Dollar
cgcloud__Fund_Description__c	Type string Properties Filter, Nillable, Sort Description Stores the description of the selected source or target fund, where applicable,. This is a calculated field. Formula `1CASE( cgcloud__Transaction_Type__c , 'Drawback', cgcloud__Target_Fund__r.cgcloud__Description__c , 2cgcloud__Source_Fund__r.cgcloud__Description__c)`
cgcloud__Fund_Transaction_Template_Description__c	Type string Properties Filter, Nillable, Sort Description Description value of the transaction's related Fund Transaction Template. This is a calculated field. Formula `1cgcloud__Fund_Transaction_Template__r.cgcloud__Description__c`
cgcloud__Fund_Transaction_Template__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Fund Transaction Template that dictates the behavior of related transactions based on the template's Transaction Type. This is a relationship field. Relationship Name cgcloud__Fund_Transaction_Template__r Relationship Type Lookup Refers To cgcloud__Fund_Transaction_Template__c
cgcloud__Source_Fund__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Source Fund to be selected for transactions based on Template Transaction Type. This is a relationship field. Relationship Name cgcloud__Source_Fund__r Relationship Type Lookup Refers To cgcloud__Fund__c
cgcloud__Status__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Status field for the fund transaction header. Possible values are: `Approved` `Cancelled` `Pending` The default value is Pending.
cgcloud__Target_Fund__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Source Fund to be selected for transactions based on Template Transaction Type. This is a relationship field. Relationship Name cgcloud__Target_Fund__r Relationship Type Lookup Refers To cgcloud__Fund__c
cgcloud__Transaction_Date__c	Type date Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Date of the transaction.
cgcloud__Transaction_Type__c	Type string Properties Filter, Nillable, Sort Description Stores the transaction type of the selected fund transaction template. This is a calculated field. Formula `1TEXT(cgcloud__Fund_Transaction_Template__r.cgcloud__Transaction_Type__c)`

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__Fund_Transaction_Header__cChangeEvent: Change events are available for the object.
cgcloud__Fund_Transaction_Header__cFeed: Feed tracking is available for the object.
cgcloud__Fund_Transaction_Header__cHistory: History is available for the tracked fields of the object.
cgcloud__Fund_Transaction_Header__cOwnerSharingRule: Sharing rules are available for the object.
cgcloud__Fund_Transaction_Header__cShare: Sharing is available for the object.

Consumer Goods Cloud Developer Guide

cgcloud__Fund_Transaction_Header__c

Supported Calls

Fields

Associated Objects