TransactionProcessingType

Represents the settings to configure the processing constraints for a request.. This object is available in API version 63.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Refer to the Usage section to learn more about creating Transaction Processing Type records based on your requirements. See the setup details to specify the default rule engine on the Revenue Settings page.

Supported SOAP API Calls

create(), describeSObjects(), query(), retrieve()

Supported REST API Methods

GET, HEAD, POST, Query

Fields

Description

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The description of the transaction processing configuration to help Salesforce admins with configuration in their orgs.

DeveloperName

Type: string

Properties: Create, Filter, Group, Sort, Update

Description: Required. The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts on package installations. With this field, a developer can change the object’s name in a managed package and the changes are reflected in a subscriber’s organization. Label is Record Type Name.

Language

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Nillable, Update

Description: The language of the TransactionProcessingType object.

Valid values are:

da—Danish
de—German
en_US—English
es—Spanish
es_MX—Spanish (Mexico)
fi—Finnish
fr—French
it—Italian
ja—Japanese
ko—Korean
nl_NL—Dutch
no—Norwegian
pt_BR—Portuguese (Brazil)
ru—Russian
sv—Swedish
th—Thai
zh_CN—Chinese (Simplified)
zh_TW—Chinese (Traditional)

MasterLabel

Type: string

Properties: Create, Filter, Group, Sort, Update

Description: The label for the TransactionProcessingType object.

PricingPreference

Type: string

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies whether to execute the price calculation step for each sales transaction record. Valid values are:

Force—Reprices all lines.
System—Performs a delta pricing request on the unprocessed lines when Delta Pricing is enabled in the org.
Skip—Skips the pricing request on all lines.

Available in API version 65.0 and later.

RatingPreference

Type: string

Description: Specifies whether catalog rates are fetched and saved during quote creation. Valid value is Fetch. Use this value to retrieve and save catalog rates for usage resources associated with each sales transaction record. If this value isn’t specified, catalog rates aren’t saved by default when a quote line item is added to a quote. Available in API version 66.0 and later if Rate Management is enabled.

RuleEngine

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort

Description: The rule engine to be used for processing rules.

Valid values are AdvancedConfigurator or StandardConfigurator

SaveType

Type: picklist

Properties: Create, Filter, Group, Restricted picklist, Sort, Update

Description: Specifies how the transaction results are processed when saved for Salesforce administrators to adjust the user experience as desired. Valid values are Standard or Large—Reserved for future use.

TaxPreference

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies whether to execute or skip the tax calculation step for each sales transaction record.

Valid value is Skip. If this value isn’t specified, then tax calculation request is performed by default. Available in API version 65.0 and later.

Usage

Create transaction type records by calling this resource through a POST method.

1/services/data/v68.0/tooling/sobjects/TransactionProcessingType

1{
2  "SaveType": "Standard",
3  "Description": "Setup for Transaction Processing Type",
4  "DeveloperName": "SkipPricingAndTaxStep",
5  "MasterLabel": "SkipPricingAndTaxStep",
6  "RuleEngine": "StandardConfigurator",
7  "PricingPreference": "Skip",
8  "TaxPreference": "Skip"
9}

1{
2  "SaveType": "Standard",
3  "Description": "Setup for Transaction Processing Type",
4  "DeveloperName": "SkipPricingAndTaxStep",
5  "MasterLabel": "SkipPricingAndTaxStep",
6  "RuleEngine": "StandardConfigurator",
7  "PricingPreference": "Skip",
8  "TaxPreference": "Skip",
9  "RatingPreference": "Fetch"
10}