AssetActionSource

Represents an optional way to record what transactions caused changes to lifecycle-managed assets. Use it to trace financial and other information about asset actions. This object supports Salesforce order products and work order line items, and transaction IDs from other systems. The fields can’t be edited. This object is available in API version 50.0 and later.

Supported Calls

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search()

Special Access Rules

To use Customer Asset Lifecycle Management APIs, you must have the Access Customer Asset Lifecycle Management APIs permission and Read access to the Asset, Asset Action, Asset Action Source, and Asset State Period objects.

Fields

Field Details
ActualTax
Type
currency
Properties
Filter, Nillable, Sort
Description
The region-specific tax amount determined at time of the order.
AdjustmentAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
An adjustment to the product amount, such as a discount.
AssetActionId
Type
reference
Properties
Filter, Group, Sort
Description
The related asset action, that is, the change caused by an asset action source transaction.
This field is a relationship field.
Relationship Name
AssetAction
Relationship Type
Lookup
Refers To
AssetAction
AssetActionSourceNumber
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The ID of the asset action source. Label is Name.
BillingReference
Type
string
Properties
Filter, Group, Nillable, Sort
Description
The ID of the OrderItem or OrderItemDetail record that this AssetActionSource record is created for.
Discount
Type
percent
Properties
Filter, Group, Nillable, Sort
Description
The discount, expressed as a percentage, that's applied to the asset.
This field is available in API version 62.0 and later.
DiscountAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The discount, expressed as currency, that's applied to the asset.
This field is available in API version 62.0 and later.
EffectiveGrantDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The date when the resources associated with the asset were granted.
This field is available in orgs that have Revenue Cloud when Rate Management is enabled.
This field is available in API version 62.0 and later.
EndDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The end date of the service or change.
EstimatedTax
Type
currency
Properties
Filter, Nillable, Sort
Description
The estimate of the region-specific tax amount made at time of the transaction.
ExternalReference
Type
string
Properties
Filter, Group, Nillable, Sort
Description
The ID of an asset action source transaction originating in a system outside of Salesforce.
ExternalReferenceDataSource
Type
string
Properties
Filter, Group, Nillable, Sort
Description
A system outside of Salesforce that contains asset action source transactions.
LegalEntityId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The ID of the legal entity record associated with the asset action source transaction.
This field is a relationship field.
This field is available in API version 62.0 and later.
Relationship Name
LegalEntity
Relationship Type
Lookup
Refers To
LegalEntity
ListPrice
Type
currency
Properties
Filter, Nillable, Sort
Description
List price for the order product. Value is inherited from the associated PriceBookEntry upon order product creation.
NetUnitPrice
Type
currency
Properties
Filter, Nillable, Sort
Description
The final adjusted unit price, inclusive of all adjustments, but exclusive of tax. The unit price after all price adjustments are applied.
ObligatedAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
When a line amount is prorated, this amount shows the service amount that’s been consumed.
PeriodBoundary
Type
picklist
Properties
Filter, Nillable, Sort
Description
Boundary delimiters for periods. It determines when a period starts and/or ends. Enum: anniversary, align to calendar, end of period, day of period.
PeriodBoundaryDay
Type
int
Properties
Filter, Nillable, Sort
Description
The number specifying the day number when Period Boundary is a specific day in a week/month/year. It only applies when PeriodBoundary is set to "day of period.”
PeriodBoundaryStartMonth
Type
picklist
Properties
Filter, Nillable, Sort
Description
Field is populated based on input in the StartDate, PeriodBoundary, and PeriodBoundaryDay when BillingFrequency2 is Annual or by manual user entry. Possible values are:

1-January

2-February

3-March

4-April

5-May

6-June

7-July

8-August

9-September

10-October

11-November

12-December

PricebookEntryId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
PricebookEntry is used as a lookup for price information in order to pre-populate OrderItem's ListPrice and UnitPrice.
PricingTermCount
Type
double
Properties
Filter, Nillable, Sort
Description
Number of pricing terms is this subscription product.
ProductAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The product amount after the asset action source transaction.
ProductSellingModelId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
Specifies the product selling model type. Foreignkey to ProductSellingModel entity.
ProrationPolicyId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The Id of the ProrationPolicy.
Quantity
Type
double
Properties
Filter, Nillable, Sort
Description
The product quantity or the change in product quantity after the asset action source transaction.
ReferenceEntityItemId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The ID of an asset action source transaction originating in Salesforce. The transaction can be an order product or a work order line item.
This field is a polymorphic relationship field.
Relationship Name
ReferenceEntityItem
Relationship Type
Lookup
Refers To
OrderItem, WorkOrderLineItem
SegmentIdentifier
Type
string
Properties
Filter, Group, Nillable, Sort
Description
The ID of the ramp segment associated with the asset action source transaction.
This field is available in API version 62.0 and later.
StartDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The start date of the service or change.
Subtotal
Type
currency
Properties
Filter, Nillable, Sort
Description
The sum of the product amount and the adjustment amount.
This field is a calculated field.
TaxTreatmentId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
Lookup to Tax Treatment entity. It's used to calculate tax.
TotalPrice
Type
currency
Properties
Filter, Nillable, Sort
Description
Calculated by the pricing engine for ARC. Summation of TotalAdjustmentAmount plus TotalLineAmount for this item.
TotalLineAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The price of the line before any price adjustments were applied. SalesTransactionItem: ProratedStartingTotal / StartingPriceTotal. Note: TotalPrice is computed using the UnitPrice, which includes discounts (price adjustments), while TotalLineAmount doesn’t include price adjustments.
TransactionDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The date of a source transaction, such as an order date.
UnitPrice
Type
currency
Properties
Filter, Nillable, Sort
Description
The unit price of the item before any discounts or tax calculation.