cgcloud__Account_Extension__c

This object records account roles and further product-related attributes. This object is available in API version 54.0 and later.

Supported Calls

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

Special Access Rules

Fields

Field	Details
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description Name of this record.
cgcloud__Account_Plan_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the level of the customer in trade org hierarchies, which is used to aggregate KPIs. Possible values are: `Plan`
cgcloud__Account__c	Type reference Properties Create, Filter, Group, Sort Description Reference to the customer to whom the Extension record is assigned. This is a relationship field. Relationship Name cgcloud__Account__r Relationship Type Master-detail Refers To Account (the master object)
cgcloud__Bill_To_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Bill To Role is valid.
cgcloud__Bill_To_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the Bill To Role is valid.
cgcloud__Broker_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Broker Role is valid.
cgcloud__Broker_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the Broker Role is valid.
cgcloud__Class_Of_Trade__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to which the account the company segment belongs. Possible values are: `CC`—C&C Markets `CategorySpecialist` `ConvenienceStores` `Department` `DiscountStores` `DrugStores` `GasStation` `Grocery` `Hotel` `Hypermarket` `Kiosk` `Restaurants` `SM`—Supermarket
cgcloud__Company_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Defines the type of customer. Possible values are: `Consumer` `Independent` `OnTrade` `Payee` `Payer` `Retailer` `ThirdParty` `Wholesaler`
cgcloud__Consider_Modules__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the account can be used to list module classification. The default value is `false`.
cgcloud__Customer_Id__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to the customer to whom the Extension record is assigned.
cgcloud__Customer_Role_Number__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Defines the role number of the customer.
cgcloud__Customer_Role_Price_List_type__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Defines the Role Price List type of the customer. Possible values are: `Direct Customer` `NotRelevant` `Wholesaler`
cgcloud__Customer_Role_Price_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Defines the customer's Role Price type. Possible values are: `NotRelevant` `consumer` `factory`
cgcloud__Customer_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the customer role is valid.
cgcloud__Customer_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the customer role is valid.
cgcloud__Date_Closure__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date on which the company closed.
cgcloud__Decreasing_PSI__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the previously calculated PSI is higher than the last one. The default value is `false`.
cgcloud__Decreasing_Revenue__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Defines whether a customer is classified as a decrease revenue customer. Possible values are: `No` `Yes`
cgcloud__Delivery_Role_Modify_Preset_Quantity__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the way quantity modifications of preset quantities of delivery documents can be modified. Possible values are: `No` `Only Decrease` `Only Increase` `Yes`
cgcloud__Delivery_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Delivery Role is valid.
cgcloud__Delivery_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the Delivery Role is valid.
cgcloud__Distribution_Issue__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the last relevant call (and then the customer) has distribution issues. The default value is `false`.
cgcloud__ExternalId__c	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description Unique external ID.
cgcloud__Fixed_Overdraw__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Fixed-based overdraw allowance percentage.
cgcloud__Fund_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Fund Role is valid.
cgcloud__Invoice_Document_Transaction_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies how to handle invoice documents regarding payments. Possible values are: `CreditMemo` `InvoiceCashInvoice` `InvoiceCreditInvoice` `NoPayment` This field is available in API version 55.0 and later.
cgcloud__Fund_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the Fund Role is valid.
cgcloud__Last_PSI__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Last relevant calculated PSI.
cgcloud__Last_Visit_Date__c	Type date Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Date on which the last customer call was referenced to calculate the KPI.
cgcloud__Match_Code__c	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Matchcode of the business partner. It is usually a concatenation of several encoded account attributes, such as name, state, and city. For example, `KROGER.GA.ATL`.
cgcloud__OOS_Issue__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the last relevant call (and then the customer) has Out Of Stock (OOS) issues. The default value is `false`.
cgcloud__Order_Document_Transaction_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Mode to handle orders. Specifies payment type and defines detailed behavior of a delivery document. Possible values are: `CashOrder` `CreditOrder` `NoPaymentOrder` `VanSalesCashInvoice` `VanSalesNoPaymentInvoice` This field is available in API version 55.0 and later.
cgcloud__Order_Role_Order_Template_Blocked__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Set a value to control the customer's use of the temporary order template. Possible values are: `0`—No `1`—Yes `2`—Warning
cgcloud__Order_Role_Orderer_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of the ordering business partner. Possible values are: `Direct` `Indirect` `Replenishment`
cgcloud__Order_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Order Role is valid.
cgcloud__Order_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the Order Role is valid.
cgcloud__Org_Level__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Classification of the customer organization level. Possible values are: `CustLevel01`—Customer Level 1 `CustLevel02`—Customer Level 2 `CustLevel03`—Customer Level 3 `CustLevel04`—Customer Level 4 `CustLevel05`—Customer Level 5 `CustLevel06`—Customer Level 6 `CustLevel07`—Customer Level 7
cgcloud__Payer_Role_Credit_Block__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the customer is credit blocked. The default value is `false`.
cgcloud__Payer_Role_Credit_Rating__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the credit rating of the customer. Possible values are: `A` `B` `C`
cgcloud__Payer_Role_Document_Transaction_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Mode to handle orders. Specifies payment type and defines detailed behavior of a delivery document. Possible values are: `CashInvoice`—Delivery Cash Invoice `CreditInvoice`—Delivery Credit Invoice `NonValuatedDeliveryNote`—Non Valuated Delivery Note `ValuatedDeliveryNote`—Valuated Delivery Note
cgcloud__Payer_Role_Overall_Credit_Limit__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Specifies the overall credit limit of the customer.
cgcloud__Payer_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Payer Role is valid.
cgcloud__Payer_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date until when the Payer Role is valid.
cgcloud__Payment_Mode__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Preferred payment mode used when taking a payment during order taking. Possible values are: `Cash` `Check` `CreditCard` `DebitCard` `MoneyOrder` This field is available in API version 55.0 and later.
cgcloud__Phase__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description System in which the record is stored. Possible values are: `1`—Priority ERP `2`—Priority CRM `3`—Only CRM
cgcloud__Pricing_Type__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Determines the pricing type of the customer. Possible values are: `1`—Standard `2`—Standard incl. Sales Tax `C`—Sample/Donation The default value is `1`.
cgcloud__Priority__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Classification of a company. Possible values are: `A - Priority` `B - Priority` `C - Priority`
cgcloud__Promotion_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Promotion Role is valid.
cgcloud__Promotion_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the Promotion Role is valid.
cgcloud__RBF_Overdraw__c	Type percent Properties Create, Filter, Nillable, Sort, Update Description Rate Based Funding overdraw allowance percentage.
cgcloud__Record_Link__c	Type string Properties Filter, Nillable, Sort Description Link to the detail page of the CustomerExtension record. This is a calculated field. Formula `1HYPERLINK("/" &Id, $Label.cgcloud__record_link, "_top")`
cgcloud__Sales_Org__c	Type string Properties Filter, Nillable, Sort Description Sales organization to which the customer extension belongs. This is a calculated field. Formula `1cgcloud__Account__r.cgcloud__Sales_Org__c`
cgcloud__Sales_Organization__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Optimize the reading process of account filters in the Trade Calendar and Account Plan. This is a relationship field. Relationship Name cgcloud__Sales_Organization__r Relationship Type Lookup Refers To cgcloud__Sales_Organization__c
cgcloud__Sales_Relevant__c	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the account can be used for sales activities. The default value is `false`.
cgcloud__State__c	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Status of the account. Business partner roles can be used to control the status of the account. Possible values are: `010`—Active `090`—Prepared for Deletion
cgcloud__Store_Role_Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the Store Role is valid.
cgcloud__Store_Role_Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the Store Role is valid.
cgcloud__Tax_Jurisdiction_Code__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Jurisdiction code of location at which taxes are to be paid.
cgcloud__Transfer_Record_Identifier__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Identifies the anchor customer for the promotion transfer process.
cgcloud__Transfer_Record_Identifier_Unique__c	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description A unique identifier that contains a combination of transfer record identifier and sales org values.
cgcloud__Week_Day_Share_Profile__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Lookup to the Week Day Share Profile that's utilized for calculations for the referenced account. This is a relationship field. Relationship Name cgcloud__Week_Day_Share_Profile__r Relationship Type Lookup Refers To cgcloud__Week_Day_Share_Profile__c

Associated Objects

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

cgcloud__Account_Extension__cChangeEvent: Change events are available for the object.
cgcloud__Account_Extension__cFeed: Feed tracking is available for the object.
cgcloud__Account_Extension__cHistory: History is available for the tracked fields of the object.
cgcloud__Account_Extension__cOwnerSharingRule: Sharing rules are available for the object.
cgcloud__Account_Extension__cShare: Sharing is available for the object.

Consumer Goods Cloud Developer Guide

cgcloud__Account_Extension__c

Supported Calls

Special Access Rules

Fields

Associated Objects