Sales Agreement DMO

Sales Agreement is a long term volume and price agreement between two parties (seller and buyer). It is a planning tool for users to budget/plan/forecast volume and pricing for a set of products or product families, and does not contain any legal terms.

Object API Name: std__SalesAgreementDmo__dlm
Category: Unassigned
Availability: Available in 260 and later versions
Primary Key Field: Id

• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
• AccountContactId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• PriceBookId has a FOREIGNKEY relationship with the Price Book DMO Id field.
• RenewedFromAgreementId has a FOREIGNKEY relationship with the Sales Agreement DMO Id field.
• RenewedToAgreementId has a FOREIGNKEY relationship with the Sales Agreement DMO Id field.
• OwnerId has a FOREIGNKEY relationship with the User DMO Id field.
• ApprovedByUserId has a FOREIGNKEY relationship with the User DMO Id field.

• AccountContactId
• AccountId
• ActivatedDateTime
• ActualMarginPercent
• ApprovedByUserId
• ApprovedDateTime
• CancellationDateTime
• CancellationReason
• cdp_sys_record_currency
• CreatedDate
• DataSourceId
• DataSourceObjectId
• EndDate
• Id
• InternalOrganizationId
• LastActualsCalculatedDateTime
• OwnerId
• PlannedMarginPercent
• PriceBookId
• RenewedFromAgreementId
• RenewedToAgreementId
• SalesAgreementName
• SalesAgreementProductLevel
• SalesAgreementType
• ScheduleFrequency
• ShouldUserSpecPlnQuantity
• StartDate
• Status
• StatusCategory
• TotalActualAgreementAmt
• TotalActualCostAmt
• TotalActualMarginAmt
• TotalAgreementAmt
• TotalPlannedCostAmt
• TotalPlannedMarginAmt
• TotalProposedAgreementAmt

• Field API Name: std__AccountContactId__c
• Data Type: TEXT
• Description: Point of Contact for the associated Account

• Field API Name: std__AccountId__c
• Data Type: TEXT
• Description: Account associated with the Sales Agreement

• Field API Name: std__ActivatedDateTime__c
• Data Type: DATETIME
• Description: Date on which the Sales Agreement got activated.

• Field API Name: std__ActualMarginPercent__c
• Data Type: PERCENT
• Description: The total actual margin amount as a percentage of total actual amount.

• Field API Name: std__ApprovedByUserId__c
• Data Type: TEXT
• Description: Sales agreement goes through approval process and this field stores who approved the sales agreement

• Field API Name: std__ApprovedDateTime__c
• Data Type: DATETIME
• Description: Date on which Sales Agreement got approved

• Field API Name: std__CancellationDateTime__c
• Data Type: DATETIME
• Description: Cancellation Date in case Sales Agreement is cancelled before End Date

• Field API Name: std__CancellationReason__c
• Data Type: TEXT
• Description: Reason for cancelling the Sales Agreement

• Field API Name: std__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: std__CreatedDate__c
• Data Type: DATETIME
• Description: The date and time when this record was created

• Field API Name: std__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__EndDate__c
• Data Type: DATEONLY
• Description: End Date of the agreement.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: Primary Key

• Field API Name: std__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__LastActualsCalculatedDateTime__c
• Data Type: DATETIME
• Description: Date and time at which the Actuals Calculation was last computed for this Sales Agreement.

• Field API Name: std__OwnerId__c
• Data Type: TEXT
• Description: the sales or an account manager who owns the agreement on who has created this agreement

• Field API Name: std__PlannedMarginPercent__c
• Data Type: PERCENT
• Description: The total planned margin amount as a percentage of total planned amount.

• Field API Name: std__PriceBookId__c
• Data Type: TEXT
• Description: Price Book associated with the Sales Agreement

• Field API Name: std__RenewedFromAgreementId__c
• Data Type: TEXT
• Description: This is lookup to the same entity to indicate the immediate parent from which the Sales Agreement has been renewed

• Field API Name: std__RenewedToAgreementId__c
• Data Type: TEXT
• Description: This field is to indicate if the Sales Agreement has been renewed.

• Field API Name: std__SalesAgreementName__c
• Data Type: TEXT
• Description: Name of Sales Agreement

• Field API Name: std__SalesAgreementProductLevel__c
• Data Type: TEXT
• Description: Salesagreement is applies at which level - Values - Product, Product Category

• Field API Name: std__SalesAgreementType__c
• Data Type: TEXT
• Description: Type of Sales Agreement - eg Values - Volume, Value

• Field API Name: std__ScheduleFrequency__c
• Data Type: TEXT
• Description: Frequency defines, how you want to Set up the schedules, whether its monthly, quarterly, year etc.

• Field API Name: std__ShouldUserSpecPlnQuantity__c
• Data Type: BOOLEAN
• 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).

• Field API Name: std__StartDate__c
• Data Type: DATEONLY
• Description: Start Date of the agreement.

• Field API Name: std__Status__c
• Data Type: TEXT
• Description: Status of the Sales Agreement.

• Field API Name: std__StatusCategory__c
• Data Type: TEXT
• Description: Status category of the Sales Agreement

• Field API Name: std__TotalActualAgreementAmt__c
• Data Type: CURRENCY
• Description: The sum of the total actual amounts across all products in a sales agreement.

• Field API Name: std__TotalActualCostAmt__c
• Data Type: CURRENCY
• Description: The sum of the total actual cost amounts across all products in a sales agreement.

• Field API Name: std__TotalActualMarginAmt__c
• Data Type: CURRENCY
• Description: The sum of the total actual margin amounts across all products in a sales agreement.

• Field API Name: std__TotalAgreementAmt__c
• Data Type: CURRENCY
• Description: Total value of the Sales Agreement

• Field API Name: std__TotalPlannedCostAmt__c
• Data Type: CURRENCY
• Description: The sum of the total planned cost amounts across all products in a sales agreement.

• Field API Name: std__TotalPlannedMarginAmt__c
• Data Type: CURRENCY
• Description: The sum of the total planned margin amounts across all products in a sales agreement.calculated as a difference between Planned Revenue and Planned Cost

• Field API Name: std__TotalProposedAgreementAmt__c
• Data Type: CURRENCY
• Description: Programmatically will have the cumulative data on SalesAgreementProduct.TotalDraftPlannedAmount