Salesforce Docs Portal

Rbt Pgm Rbt Typ Accrual Src Trxn DMO

Object Properties

Object API Name: RbtPgmRbtTypAccrualSrcTrxn_std__dlm
Category: Unassigned
Availability: Available in 264 and later versions
Primary Key Field: Id

Relationships

Fields

AccrualPeriodIdentifier

  • Field API Name: AccrualPeriodIdentifier__c
  • Data Type: TEXT
  • Description: The rebate calculation period (e.g., monthly, quarterly, or annual) to which this source item belongs.

AccrualSourceRecIdentifier

  • Field API Name: AccrualSourceRecIdentifier__c
  • Data Type: TEXT
  • Description: Reference number of the parent accrual record (Program Rebate Type Accrual/Payout) that this source item belongs to. Used for hierarchical linking, grouping, and reconciliation reporting across source items.

BenefitId

  • Field API Name: BenefitId__c
  • Data Type: TEXT
  • Description: The specific benefit record that applies to this source item. A benefit defines a rate-threshold pair (e.g., 3% rebate for purchases over $10,000). Determines the rate used to compute the rebate value.

BenefitName

  • Field API Name: BenefitName__c
  • Data Type: TEXT
  • Description: Denormalized name of the benefit/tier stored on the source item for reporting and audit.

BenefitValueNumber

  • Field API Name: BenefitValueNumber__c
  • Data Type: DOUBLE
  • Description: Benefit Value applied for calculation of accrued amount

cdp_sys_record_currency

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

CumulativeQualifierValueNumber

  • Field API Name: CumulativeQualifierValueNumber__c
  • Data Type: DOUBLE
  • Description: Running cumulative total of the qualifier value up to and including this source item within the period. Used to evaluate stepped-rate or tiered rebate structures where the rate changes as the member crosses volume thresholds.

DataSourceId

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

DataSourceObjectId

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

EffectiveDate

  • Field API Name: EffectiveDate__c
  • Data Type: DATEONLY
  • Description: The business-effective date of the source Item when the calculation was done.

Id

  • Field API Name: Id__c
  • Data Type: TEXT
  • Description: Id of the record

InputDate

  • Field API Name: InputDate__c
  • Data Type: DATEONLY
  • Description: Input Date or Activity Date of the transaction

InputValueNumber

  • Field API Name: InputValueNumber__c
  • Data Type: DOUBLE
  • Description: The raw qualifying value extracted from the source transaction (e.g., net invoice amount, units purchased, or revenue) before any rebate-specific transformations or rate applications.

InternalOrganizationId

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

IsActive

  • Field API Name: IsActive__c
  • Data Type: BOOLEAN
  • Description: The current record is active or not

MemberId

  • Field API Name: MemberId__c
  • Data Type: TEXT
  • Description: The account (distributor, retailer, or other member) for whom this source item is being processed.

MemberName

  • Field API Name: MemberName__c
  • Data Type: TEXT
  • Description: Denormalized name of the member account stored on the source item for reporting and display.

OutputCreatedDateTime

  • Field API Name: OutputCreatedDateTime__c
  • Data Type: DATETIME
  • Description: System-generated timestamp recording when Accrual Output record was created by the rebate engine.

PeriodName

  • Field API Name: PeriodName__c
  • Data Type: TEXT
  • Description: Denormalized name of the rebate period stored on the source item for reporting.

ProductId

  • Field API Name: ProductId__c
  • Data Type: TEXT
  • Description: The product (SKU or product family) that qualifies for the rebate in this source item.

ProductName

  • Field API Name: ProductName__c
  • Data Type: TEXT
  • Description: Denormalized name of the product stored on the source item for line-item reporting.

ReasonCode

  • Field API Name: ReasonCode__c
  • Data Type: TEXT
  • Description: A reason code or free-text description indicating reason.

RebateProgramId

  • Field API Name: RebateProgramId__c
  • Data Type: TEXT
  • Description: The rebate program under which this source item's rebate is being calculated.

RebateProgramName

  • Field API Name: RebateProgramName__c
  • Data Type: TEXT
  • Description: Denormalized name of the rebate program stored on the source item for reporting and display.

RebateTypeId

  • Field API Name: RebateTypeId__c
  • Data Type: TEXT
  • Description: The type of rebate that governs how the calculation is performed for this source item. Defines the calculation method such as volume-based, growth-based, flat-rate, or tiered.

RebateTypeName

  • Field API Name: RebateTypeName__c
  • Data Type: TEXT
  • Description: Denormalized name of the rebate type stored on the source item.

Status

  • Field API Name: Status__c
  • Data Type: TEXT
  • Description: The current processing status of this source item in the rebate calculation pipeline.

TransactionIdentifier

  • Field API Name: TransactionIdentifier__c
  • Data Type: TEXT
  • Description: Identifier to the originating source transaction (e.g., invoice, sales order, or credit memo) that generated this rebate source item.

TransactionNumber

  • Field API Name: TransactionNumber__c
  • Data Type: TEXT
  • Description: Human-readable number of the source transaction copied from the transaction record.

ValueNumber

  • Field API Name: ValueNumber__c
  • Data Type: DOUBLE
  • Description: The accrued amount for this source Item