CommissionStatement

AccountId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The account that's associated with the commission statement.

  This field is a relationship field.

• Relationship Name: Account
• Refers To: Account

AccountName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The account name associated with the commission statement.

AccountingDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The accounting date of the commission statement.

CurrencyIsoCode

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: If multiple currencies are enabled, this field contains the currency ISO code associated with the record.
• Default value: USD
• Possible values:
  • EUR—Euro
  • GBP—British Pound
  • USD—U.S. Dollar

ExternalIdentifier

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The external identifier of the financial instrument associated with the commission payment. For example, cheque number or ACH number.

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: The name of the commission statement summary record.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: ID of the owner of this object.

  This field is a polymorphic relationship field.

• Relationship Name: Owner
• Refers To: Group, User

PaymentMethod

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the payment method used to pay the commission.

StatementDate

• Type: date
• Properties: Create, Filter, Group, Sort, Update
• Description: The date when the commission statement was generated for an account.

Status

• Type: picklist
• Properties: Create, Filter, Group, Restricted picklist, Sort, Update
• Description: Specifies the status of the commission statement summary.
• Possible values:
  • Closed
  • Failed
  • In Progress
  • New
  • Processed
  • Processed With Failures

TotalBasisAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total basis amount that's used to calculate the total commission amount in the commission statement.

TotalCommissionAmount

• Type: currency
• Properties: Create, Filter, Sort, Update
• Description: The total commission amount associated with the commission statement.

Type

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the type of commission statement.

UsageType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the application using the commission statement to populate data.
• Possible values:
  • InsuranceBrokerage—Insurance Brokerage
  • Other

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

CommissionStatementChangeEvent

Change events are available for the object in API version 62.0 and later.

CommissionStatementHistory

History is available for tracked fields of the object.

CommissionStatementOwnerSharingRule

Sharing rules are available for the object.

CommissionStatementShare

Sharing is available for the object.