|
AccountId
|
- Type
- reference
- Properties
- Create, Filter, Group, Sort, Update
- Description
- ID of the referenced account.
- Relationship Name
- Account
- Relationship Type
- Lookup
- Refers To
- Account
|
|
ActivatedDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- Date and time on which the sales agreement is activated.
|
| ActualMarginPercentage |
- Type
- percent
- Properties
- Filter, Nillable, Sort
- Description
- The total actual margin amount as a percentage of total actual amount.
|
|
ActualsCalculationMode
|
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description
- The mode used by the application to calculate actual quantities for a sales
agreement.
- Possible values are:
-
DataProcessingEngine—Using a
Data Processing Engine Definition
-
Manual—Manually using API
upload
-
Orders—Automatically from
direct orders
-
OrdersThroughContracts—Automatically from orders through
contracts
|
|
AgreementType
|
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Restricted picklist, Sort,
Update
- Description
- This field is deprecated. We recommend not adding it to the page layout.
Type of the sales agreement. Currently, a sales agreement is always
volume-based.
|
|
ApprovedById
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- ID of the user who approves the sales agreement.
- This field is a relationship field.
- Relationship Name
- ApprovedBy
- Relationship Type
- Lookup
- Refers To
- User
|
|
ApprovedDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- Date and time on which the sales agreement was approved.
|
|
CancellationDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- Date and time on which the sales agreement was canceled.
|
|
CancellationReason
|
- Type
- picklist
- Properties
- Filter, Group, Nillable, Sort, Update
- Description
- Reason for canceling the sales agreement. Values can be customized. Examples
include low profit, unavailability of products, and so on.
|
|
ContactId
|
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of a contact associated with the sales agreement account.
- This field is a relationship field.
- Relationship Name
- Contact
- Relationship Type
- Lookup
- Refers To
- Contact
|
| DecimalScale |
- Type
- int
- Properties
- Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description
- The number of decimal places applied to values in a sales agreement.
|
|
Description
|
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- User-defined context and information about the sales agreement.
|
|
EndDate
|
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Date and time on which the sales agreement expires.
|
| FutureActCalcSchedules |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The number of future schedules to include in actuals calculations in the
sales agreement.
|
|
LastActualsCalculatedDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- Date and time on which actuals were last calculated either by the automated
daily job or by the ad-hoc action performed by an individual user.
|
|
LastReferencedDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The most recent date on which this record was referenced.
|
|
LastViewedDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The most recent date on which this record was viewed.
|
|
Name
|
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
- User-defined name of the sales agreement.
|
|
OwnerId
|
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- ID of the user who owns this record.
- Relationship Name
- Owner
- Relationship Type
- Lookup
- Refers To
- Group, User
|
| PlannedMarginPercentage |
- Type
- percent
- Properties
- Filter, Nillable, Sort
- Description
- The total planned margin amount as a percentage of total planned
amount.
|
| PriceAdjustmentScheduleId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The price adjustment schedule that's associated with the sales agreement.
Available in API version 59.0 and later.
- This field is a relationship field.
- Relationship Name
- PriceAdjustmentSchedule
- Refers To
- PriceAdjustmentSchedule
|
|
PricebookId
|
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of the associated price book.
- Relationship Name
- Pricebook
- Relationship Type
- Lookup
- Refers To
- Pricebook2
|
|
ProductLevel
|
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Level of the products associated with the sales agreement.
- Possible values are:
- Product
-
ProductCategory—Category
- The default value is Product.
|
| ReferenceFieldId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The manufacturing program associated with the sales agreement. Available in
API version 57.0 and later.
- This field is a relationship field.
- Relationship Name
- ReferenceField
- Refers To
- ManufacturingProgram
|
| RenewedFromAgreementId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of the immediate parent from which the sales agreement is renewed.
- This field is a relationship field.
- Relationship Name
- RenewedFromAgreement
- Relationship Type
- Lookup
- Refers To
- SalesAgreement
|
| RenewedToAgreementId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- ID of the renewed sales agreement.
- This field is a relationship field.
- Relationship Name
- RenewedToAgreement
- Relationship Type
- Lookup
- Refers To
- SalesAgreement
|
|
ScheduleCount
|
- Type
- int
- Properties
- Create, Filter, Group, Sort, Update
- Description
- Number of schedules in the sales agreement.
|
|
ScheduleFrequency
|
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Restricted picklist, Sort,
Update
- Description
- Frequency at which schedules occur in the sales agreement.
- Possible values are:
- Monthly
-
Onetime—One-Time
- Quarterly
- Weekly
- Yearly
- The default value is Weekly.
|
| ShouldUserSpecPlnQuantity |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the user specifies the planned quantity of products in a
sales agreement (true) or the initial planned quantity of each product is
automatically distributed across all schedules (false).
- The default value is false.
|
|
StartDate
|
- Type
- date
- Properties
- Create, Filter, Group, Sort, Update
- Description
- Date on which the sales agreement must get activated.
|
|
Status
|
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Status of the sales agreement. The values can be customized but must map to
at least one of the predefined status codes.
- Possible values are:
- Activated
- Approved
- Cancelled
- Draft
- Expired
- Rejected
- UnderRevision
- The default value is Draft.
|
|
StatusCode
|
- Type
- picklist
- Properties
- Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
- Description
- Set of five predefined status codes that determine at which stage is the
sales agreement in.
- Possible values are:
- Activated
- Approved
- Cancelled
- Draft
- Expired
- Rejected
- UnderRevision
- The default value is Draft.
|
| TotalActualAgreementAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the total actual amounts across all products in a sales
agreement.
- This field is a calculated field.
|
| TotalActualCostAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the total actual cost amounts across all products in a sales
agreement.
- This field is a calculated field.
|
| TotalActualMarginAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the total actual margin amounts across all products in a sales
agreement.
- This field is a calculated field.
|
|
TotalAgreementAmount
|
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- Total value of the sales agreement.
- This field is a calculated field.
|
| TotalPlannedCostAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the total planned cost amounts across all products in a sales
agreement.
- This field is a calculated field.
|
| TotalPlannedMarginAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the total planned margin amounts across all products in a sales
agreement.
- This field is a calculated field.
|
| TotalProposedAgreementAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- Total value of the sales agreement when the sales agreement is under
revision.
- This field is a calculated field.
|
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