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cgcloud__Payment_Template__c

Stores the details of the payment template that's to be used for payments. 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()

Fields

LastActivityDate

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: Most recent date on which a user last 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: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
  • 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

cgcloud__Active__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Controls whether the template can be used to create a payment.
  • Default value: true

cgcloud__Additional_PTP_Kpi_Definition_1__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to the additional KPI. The KPI is written back into the payment tactic product records at the defined product level.

    This is a relationship field.

  • Relationship Name: cgcloud__Additional_PTP_Kpi_Definition_1__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Additional_PTP_Kpi_Definition_2__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to the additional KPI. The KPI is written back into the payment tactic product records at the defined product level.

    This is a relationship field.

  • Relationship Name: cgcloud__Additional_PTP_Kpi_Definition_2__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Additional_PTP_Kpi_Definition_3__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to the additional KPI. The KPI is written back into the payment tactic product records at the defined product level.

    This is a relationship field.

  • Relationship Name: cgcloud__Additional_PTP_Kpi_Definition_3__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Currency__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Currency of the payment template based on the sales org currency.

cgcloud__Date_From_Offset__c

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • 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].

cgcloud__Date_Thru_Offset__c

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • 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].

cgcloud__Description_Language_1__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 1.

cgcloud__Description_Language_2__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 2.

cgcloud__Description_Language_3__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 3.

cgcloud__Description_Language_4__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 4.

cgcloud__Description__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Description based on the user-specified language.

    This is a calculated field.

  • Formula: 
    CASE($User.cgcloud__Language_Postfix__c,
"Language1", cgcloud__Description_Language_1__c,
"Language2", BLANKVALUE(cgcloud__Description_Language_2__c,cgcloud__Description_Language_1__c),
"Language3", BLANKVALUE(cgcloud__Description_Language_3__c,cgcloud__Description_Language_1__c),
"Language4", BLANKVALUE(cgcloud__Description_Language_4__c,cgcloud__Description_Language_1__c),
cgcloud__Description_Language_1__c)

cgcloud__Internal_Id__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Internal ID that's created to ensure that the same short code doesn't correspond to the same sales org.

cgcloud__KPI_Set__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Reference to the KPI set.

    This is a relationship field.

  • Relationship Name: cgcloud__KPI_Set__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Set__c

cgcloud__KPI_Subset__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Allows the filtering of KPI definitions in the GridHierarchyView component.
  • Default value: Planning
  • Possible values:
    • Adjustment
    • BaselineManagement—Baseline Management
    • Broker
    • Finance
    • MidLevelPlanning—Mid Level Planning
    • Monitoring
    • Planning
    • PromoUI
    • PromotionScenarios—Promotion Scenarios
    • Retailer
    • SPC
    • SPCLumpSum
    • SPCPR
    • VPC

cgcloud__Payment_Adjustment_Process_Type__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Defines the payment adjustment process type of the payment template.
  • Possible values:
    • Interfaced
    • Manual
    • None

cgcloud__Payment_Tactic_Product_Level__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Defines the product level of the payment tactic at which the calculation is performed.
  • Default value: Category
  • Possible values:
    • Brand
    • Category
    • Flavor—Sub Brand
    • Package—Product Price Group
    • Product
    • SubCategory—Sub Category

cgcloud__Payment_Type_Formula__c

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

    This is a calculated field.

  • Formula: 
    TEXT( cgcloud__Payment_Type__c )

cgcloud__Payment_Type__c

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Defines the payment type of the payment template.
  • Possible values:
    • Check Request
    • Credit Memo
    • Deduction
    • Invoice-Based

cgcloud__Requires_Funds__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Defines whether the payment requires funds to be approved.
  • Default value: true

cgcloud__Sales_Org__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Reference to the sales organization.

    This is a relationship field.

  • Relationship Name: cgcloud__Sales_Org__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__Sales_Organization__c

cgcloud__Short_Code__c

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Unique code that's used as a Legacy System Reference.

cgcloud__Sort__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Sort number.

cgcloud__Tactic_Payout_KPI_Definition__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: KPI on the Tactic - Product that's used to distribute the Tactic Payout.

    This is a relationship field.

  • Relationship Name: cgcloud__Tactic_Payout_KPI_Definition__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

Associated Objects

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.