ActionDate |
- Type
- dateTime
- Properties
- Filter, Sort
- Description
- The date when an asset action change is recorded. This date can
differ from the start date of the related asset state period. For
example, suppose that a customer cancels a subscription in June,
and the subscription expires in October. The date the customer
cancels the subscription (June) is the action date of the asset
action. The cancellation's effective date (October) is the start
date of the asset state period.
|
ActualTaxChange |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The rollup of actual tax from all asset action sources. This field
is populated by the system. Label is Change in Actual
Tax.
- This field is a calculated field.
|
AdjustmentAmountChange |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The rollup of adjustment amount from all asset action sources.
This field is populated by the system. Label is Change
in Adjustment Amount.
- This field is a calculated field.
|
Amount |
- Type
- currency
- Properties
- Filter, Sort
- Description
- The delta in the total asset amount resulting from an asset
action.
|
AssetActionNumber |
- Type
- string
- Properties
- Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description
- The ID of the asset action. Label is
Name.
|
AssetId |
- Type
- reference
- Properties
- Filter, Group, Sort
- Description
- The ID of the related lifecycle-managed asset. Label is
Asset.
- This field is a relationship field.
- Relationship Name
- Asset
- Relationship Type
- Lookup
- Refers To
- Asset
|
Category |
- Type
- picklist
- Properties
- Filter, Group, Sort
- Description
- A category to apply to the asset action. In your layouts and
reports, replace this optional picklist with the required Business
Category picklist. Label is Category.
Available in API version 55.0 and earlier.
- Possible values are:
- Cancellations
- Cross-Sells
- Downsells
- Initial Sale
- Other
- Renewals
- Terms And Conditions
Changes
- Transfers
- Upsells
|
CategoryEnum |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- The business category of the asset action, for use in reporting.
Asset action totals are broken out by the picklist values on this
required field, and those totals are in turn reflected on assets.
The following categories are available. They aren’t customizable.
Label is Business Category.
- Possible values are:
- Cancellations
- Cross-Sells
- Downsells
- Initial Sale
- Other
- Renewals
- Terms And Conditions
Changes
- Transfers
- Upsells
|
EstimatedTaxChange |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The rollup of estimated tax from all asset action sources. This
field is populated by the system. Label is Change in
Estimated Tax.
- This field is a calculated field.
|
MrrChange |
- Type
- currency
- Properties
- Filter, Sort
- Description
- The delta in the asset’s monthly recurring revenue resulting from
an asset action. For example, suppose that the MRR during an asset
state period is $200 and the next asset action adds $100. Then this
field’s value is $100. Label is Change in Monthly
Recurring Revenue.
|
ProductAmountChange |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The rollup of product amount from all asset action sources. This
field is populated by the system. Label is Change in
Product Amount.
- This field is a calculated field.
|
QuantityChange |
- Type
- double
- Properties
- Filter, Sort
- Description
- The delta in the asset quantity resulting from an asset action.
For example, suppose that the asset quantity during an asset state
period is 20 and the next asset action adds 10. Then this field’s
value is 10. Label is Change in
Quantity.
|
SubtotalChange |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The rollup of subtotal from all asset action sources. This field
is populated by the system. Label is Change in
Subtotal.
- This field is a calculated field.
|
TotalAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the current and previous asset action amount. This
field is populated by the system.
- This field is a calculated field.
|
TotalCancellationsAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Cancellations. This field
is populated by the system.
|
TotalCrossSellsAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Cross-Sells. This field is
populated by the system.
|
TotalDownsellsAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Downsells. This field is
populated by the system.
|
TotalInitialSaleAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Initial Sale. This field is
populated by the system.
|
TotalMrr |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the monthly recurring revenue for the current and
previous asset action. This field is populated by the system. Label
is Total Monthly Recurring Revenue.
|
TotalOtherAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Other. This field is
populated by the system.
|
TotalQuantity |
- Type
- double
- Properties
- Filter, Nillable, Sort
- Description
- The sum of the changes in quantity for the current and previous
asset action. This field is populated by the system.
|
TotalRenewalsAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Renewals. This field is
populated by the system.
|
TotalTermsAndConditionsAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Terms and Conditions
Changes. This field is populated by the system. Label
is Total Terms and Conditions Changes
Amount.
|
TotalTransfersAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Transfers. This field is
populated by the system.
|
TotalUpsellsAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of current and previous asset action amounts categorized
as Upsells. This field is
populated by the system.
|
Type |
- Type
- picklist
- Properties
- Filter, Group, Restricted picklist, Sort
- Description
- The REST API used to generate the asset action. This field is
populated by the system.
- Possible values are:
|