cgcloud__Payment__c

LastActivityDate

• Type: date
• Properties: Filter, Group, Nillable, Sort
• Description: Most recent date on which a user performed an action on the record

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Most recent date on which a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Most recent date on which a user viewed this record.

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: Unique identification of the record.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: ID of the record owner.

  This is a polymorphic relationship field.

• Relationship Name: Owner
• Relationship Type: Lookup
• Refers To: Group, User

RecordTypeId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Represents the record type of the record.

  This is a relationship field.

• Relationship Name: RecordType
• Relationship Type: Lookup
• Refers To: RecordType

cgcloud__Addendum_Reference__c

• Type: textarea
• Properties: Create, Nillable, Update
• Description: Reference to the previous deduction addendum, if applicable.

cgcloud__Adjustment_Reference__c

• Type: textarea
• Properties: Create, Nillable, Update
• Description: Reference to the adjusted payment or deduction on the original payment.

cgcloud__Adjustment_Type__c

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the type of adjustment.
• Possible values:
  • Deduction Addendum
  • Deduction Replacement
  • Payment Reversal

cgcloud__Balance__c

• Type: double
• Properties: Filter, Nillable, Sort
• Description: Balance of the remaining payment amount.

  This is a calculated field.

• Formula:
  1cgcloud__Payment_Amount__c  -  (  cgcloud__Total_Tactic_Payout_Amount__c  +  cgcloud__Rejected_Amount__c  )

cgcloud__Currency__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Currency that the sales org of the payment template determines.

  This is a calculated field.

• Formula:
  1cgcloud__Payment_Template__r.cgcloud__Currency__c

cgcloud__Date_From_Reference_Date__c

• Type: date
• Properties: Filter, Group, Nillable, Sort
• Description: Used for the Link Tactics feature: linkable tactics must overlap with the time range [payment.reference_date__c - Date_From_Offset__c:payment.reference_Date__c + Date_Thru_Offset__c] (calculated helper value defining ther start of the time range).

  This is a calculated field.

• Formula:
  1cgcloud__Reference_Date__c + cgcloud__Payment_Template__r.cgcloud__Date_From_Offset__c

cgcloud__Date_Thru_Reference_Date__c

• Type: date
• Properties: Filter, Group, Nillable, Sort
• Description: Used for the Link Tactics feature: linkable tactics must overlap with the time range [payment.reference_date__c - Date_From_Offset__c:payment.reference_Date__c + Date_Thru_Offset__c] (calculated helper value defining the end of the time range).

  This is a calculated field.

• Formula:
  1cgcloud__Reference_Date__c +  cgcloud__Payment_Template__r.cgcloud__Date_Thru_Offset__c

cgcloud__Default_Anchor__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference to the default anchor.

  This is a relationship field.

• Relationship Name: cgcloud__Default_Anchor__r
• Relationship Type: Lookup
• Refers To: Account

cgcloud__ERP_Status_Date__c

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Date on which the payment was received.

cgcloud__ERP_Status__c

• Type: string
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: Reference ID of the received payment.

cgcloud__Ext_Ref_Date__c

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: External reference date.

cgcloud__External_ID__c

• Type: string
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: External ID.

cgcloud__Family_Status__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Status that defines whether the payment has an associated parent payment.

  This is a calculated field.

• Formula:
  1IF( RecordType.Name == 'Parent' , 'Parent', (IF(ISBLANK(cgcloud__Parent_Payment__c), 'Orphan', 'Adopted')))

cgcloud__Int_Ref_Date__c

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Internal reference date.

cgcloud__Internal_ID__c

• Type: string
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: Internal ID.

cgcloud__KPI_Set__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: KPI set that's assigned to the payment template.

  This is a calculated field.

• Formula:
  1cgcloud__Payment_Template__r.cgcloud__KPI_Set__r.Name

cgcloud__KPIs_Outdated__c

• Type: boolean
• Properties: Defaulted on create, Filter, Group, Sort
• Description: Checks whether the version of the Salesforce org and the corresponding version for Off-Platform are in sync.

  This field is a calculated field.

  This field is available in API version 55.0 and later.

• Formula:
  1cgcloud__Version__c <> cgcloud__Offplatform_Version__c

cgcloud__Linked_Tactics_Count__c

• Type: double
• Properties: Filter, Nillable, Sort
• Description: Count of the Payment Tactic records.

  This is a calculated field.

cgcloud__Offplatform_Version__c

• Type: double
• Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
• Description: Offplatform version of the payment.

cgcloud__Offset_Summary__c

• Type: double
• Properties: Filter, Nillable, Sort
• Description: Summary of the Payment Tactic records.

  This is a calculated field.

cgcloud__Original_Reference__c

• Type: textarea
• Properties: Create, Nillable, Update
• Description: Reference to the original payment.

cgcloud__Parent_Payment__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference to the Parent Payment of the record.

  This is a relationship field.

• Relationship Name: cgcloud__Parent_Payment__r
• Relationship Type: Lookup
• Refers To: cgcloud__Payment__c

cgcloud__Payment_Age__c

• Type: double
• Properties: Filter, Nillable, Sort
• Description: Age of the payment: Number of days that have passed since the payment request was created.

  This is a calculated field.

• Formula:
  1TODAY()  -  cgcloud__Reference_Date__c

cgcloud__Payment_Amount__c

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Amount of the payment.

cgcloud__Payment_Anchor_Number__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Customer number of the Payment Anchor, which is populated based on the selected payment anchor.

  This is a calculated field.

• Formula:
  1cgcloud__Payment_Anchor__r.cgcloud__Account_Number__c

cgcloud__Payment_Anchor__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Defines the anchor customer of the payment.

  This is a relationship field.

• Relationship Name: cgcloud__Payment_Anchor__r
• Relationship Type: Lookup
• Refers To: Account

cgcloud__Payment_Status__c

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Current status of the payment.
• Default value: Initial
• Possible values:
  • Adjusted
  • Cancelled
  • Closed—Approved
  • Error
  • Initial—Open
  • Pending Approval—Submitted for Approval
  • ToBeClosed—To Be Closed

cgcloud__Payment_Tactic_Fund_Summary__c

• Type: double
• Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
• Description: Summary of the Payment Tactic Funds.

cgcloud__Payment_Template__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference to the payment template.

  This is a relationship field.

• Relationship Name: cgcloud__Payment_Template__r
• Relationship Type: Lookup
• Refers To: cgcloud__Payment_Template__c

cgcloud__Payment_Type__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Type of the payment.

  This is a calculated field.

• Formula:
  1TEXT(cgcloud__Payment_Template__r.cgcloud__Payment_Type__c)

cgcloud__Planning_Anchor_Number__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Customer number of the Planning Anchor, which is populated based on the selected planning anchor.

  This is a calculated field.

• Formula:
  1cgcloud__Planning_Anchor__r.cgcloud__Account_Number__c

cgcloud__Planning_Anchor__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference to the Planning Anchor.

  This is a relationship field.

• Relationship Name: cgcloud__Planning_Anchor__r
• Relationship Type: Lookup
• Refers To: Account

cgcloud__Pre_Adjustment_Amount__c

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Amount of deduction prior to the adjustment and creation of the deduction addendum.

cgcloud__Reference_Date__c

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference date of the payment.

cgcloud__Rejected_Amount__c

• Type: double
• Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
• Description: Rejected amount of the payment.

cgcloud__Rejected_Reason_Codes__c

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reasons for the rejected amount of the payment.
• Possible values:
  • Reason 1—Authorized Return
  • Reason 10—Other Reason
  • Reason 2—Automatic Write-Off of less than $50
  • Reason 3—Damages
  • Reason 4—Freight Claim
  • Reason 5—Post Audit
  • Reason 6—Pricing Errors
  • Reason 7—Rejected-Charge back to customer
  • Reason 8—Transfer to Broker
  • Reason 9—UCD - Unearned Cash Discount

cgcloud__Total_Tactic_Payout_Amount__c

• Type: double
• Properties: Filter, Nillable, Sort
• Description: Sum of the Payment Tactic records.

  This is a calculated field.

cgcloud__Vendor_Anchor_Number__c

• Type: string
• Properties: Filter, Nillable, Sort
• Description: Customer number of the vendor anchor, which is populated based on the selected vendor anchor.

  This is a calculated field.

• Formula:
  1cgcloud__Vendor_Anchor__r.cgcloud__Account_Number__c

cgcloud__Vendor_Anchor__c

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference to the vendor anchor.

  This is a relationship field.

• Relationship Name: cgcloud__Vendor_Anchor__r
• Relationship Type: Lookup
• Refers To: Account

cgcloud__Version__c

• Type: double
• Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
• Description: Version of the payment.

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__Payment__cChangeEvent: Change events are available for the object.
• cgcloud__Payment__cFeed: Feed tracking is available for the object.
• cgcloud__Payment__cHistory: History is available for the tracked fields of the object.
• cgcloud__Payment__cOwnerSharingRule: Sharing rules are available for the object.
• cgcloud__Payment__cShare: Sharing is available for the object.