PartyExpense

Represents the expense incurred by an individual or account. This object is available in API version 61.0 and later.

Supported Calls

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

Fields

ApplicationFormId

Type: reference
Properties: Filter, Group, Nillable, Sort
Description: The ID of the application form.
This field is a relationship field.
Relationship Name: ApplicationForm
Refers To: ApplicationForm

CurrencyIsoCode

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

EndDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The end date and time of the expense.

ExpensesAsOfDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the party expense is documented.

IsReadOnly

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the party expense is read only (true) or not (false).
Default value: false

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 expense.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The ID of the record owner.
This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User

PartyFinancialLiabilityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party financial liability that's associated with the party expense.
This field is a relationship field.
Relationship Name: PartyFinancialLiability
Refers To: PartyFinancialLiability

PartyId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The party associated with the expense.
This field is a polymorphic relationship field.
Relationship Name: Party
Refers To: Account, Applicant, Contact, PartyProfile

PartyProfileId

Type: reference
Properties: Filter, Group, Nillable, Sort
Description: The ID of the party profile.
This field is a relationship field.
Relationship Name: PartyProfile
Refers To: PartyProfile

RecurrenceInterval

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The interval after which the expense is incurred.
Possible values:
- Bi-Weekly
- Monthly
- One Time
- Weekly
- Yearly

StartDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The status of the party expense.
Possible values:
- Active
- Inactive

TotalAmount

Type: currency
Properties: Create, Filter, Sort, Update
Description: The total expense amount.

Type

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: The type of expense.
Possible values:
- Child Care
- Child Support
- Clothing
- Debt
- Entertainment
- Food & Dining
- Garnishments
- Gas
- Gifts
- Health and Hospitalization Insurance Premiums
- Housing
- Insurance
- Medical Prescriptions and Expenses
- Miscellaneous
- Mobile Device
- Mortgage
- Personal Care
- Reimbursement
- Representative Payee
- Shopping
- Spousal Support
- Subscriptions
- Transportation
- Travel
- Utilities

UsageType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The usage type of the party expense.
Possible values:
- CashFlow—Cash Flow
- Claim
- VehicleAndAssetLoanOrigination—Vehicle And Asset Loan Origination

VerificationDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the party expense information was verified.

VerificationStatus

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The verification status of the party expense.

Financial Services Cloud Developer Guide