Transaction
API Name: Transaction__c
A transaction regarding a service or product billed during InvoiceRun for an Item of a Subscription. Once a Transaction is linked to an Invoice it is intrinsically billed.
| Label | API Name | Type | Description |
|---|---|---|---|
| # | Name |
AutoNumber | |
| Account | Account__c |
Lookup(Account) | The account this transaction is linked to. |
| Quantity (A) | AggregatedQuantity__c |
Number(13, 5) | The quantity for all single transactions. It is set to 1, if the transaction is individually priced. |
| Calculated Display Quantity | CalculatedDisplayQuantity__c |
Number(13, 5) | The Display Quantity for this Transaction. |
| Calculated | Calculated__c |
LongTextArea(32768) | For internal use only. |
| Commission Tier Price | CommissionTierPrice__c |
Currency(13, 5) | The price which determines the commission tier to be selected for this item. Defaults to the unit price if left empty. |
| Item Criterion | Criterion__c |
Text(255) | The criterion for this transaction. Transactions with the same criteria will be aggregated. |
| Date | Date__c |
DateTime | The date (and time) of the transaction. The transaction is considered during an invoice run, if the date is between start end end date. |
| Description | Description__c |
TextArea | Overrides the item description in case of individual pricing. Can be used to provide additional information, such as a note for a time sheet transaction. |
| External Id | ExternalId__c |
Text(255) | The Id provided by an external system to identify the transaction. |
| Invoice Criterion | InvoiceCriterion__c |
Text(255) | The criterion for the invoice |
| Invoice | Invoice__c |
Lookup(Invoice__c) | The Invoice at which this Transaction has been billed. |
| Is Aggregated | IsAggregated__c |
Checkbox | The aggregated fields should be used, if there are single transactions available. |
| Is Individually Priced | IsIndividuallyPriced__c |
Checkbox | Determines if this transaction is individually priced. |
| Item | Item__c |
Lookup(Item__c) | The Item with which this Transaction is billed. |
| Date (A) | MaxDate__c |
MAX(TransactionDetail__c.Date__c) | The maximum of all single transaction dates. |
| Service Period End (A) | MaxServicePeriodEnd__c |
MAX(TransactionDetail__c.ServicePeriodEnd__c) | The maximum of all single transaction service period end dates. |
| Service Period Start (A) | MinServicePeriodStart__c |
MIN(TransactionDetail__c.ServicePeriodStart__c) | The minimum of all single transaction service period start dates. |
| Price Tier Quantity | PriceTierQuantity__c |
Number(13, 5) | The quantity which determines the price tier selected for this item. Defaults to the standard quantity if left empty. |
| Price | Price__c |
Currency(13, 5) | It stores an individual price that has been negotiated for that specific transaction. Instead of the price which is defined with the subscription item the invoice run will use this price for billing the transaction. |
| Quantity | Quantity__c |
Number(13, 5) | The base quantity for the transaction. |
| Service Period End | ServicePeriodEnd__c |
DateTime | The end of the service period. |
| Service Period Start | ServicePeriodStart__c |
DateTime | The start of the service period. |
| Single Count | SingleCount__c |
COUNT() | The number of single transactions. |
| Single Individual Count | SingleIndividualCount__c |
COUNT() | The count of all individually priced single transactions. |
| Source | Source__c |
Text(18) | The id of the source object, which has been used by the transaction builder to create this particular transaction. The id is used to enable the reset of converted source objects. |
| Commission Tier Price (A) | SumCommissionTierPrice__c |
SUM(TransactionDetail__c.CommissionTierPrice__c) | The sum of all single transaction commission tier prices. |
| Price Tier Quantity (A) | SumPriceTierQuantity__c |
SUM(TransactionDetail__c.PriceTierQuantity__c) | The sum of all single transaction price tier quantities. |
| Price (A) | SumPrice__c |
SUM(TransactionDetail__c.CalculatedPrice__c) | The sum of all single transaction prices. |
| Sum of Quantity | SumQuantity__c |
SUM(TransactionDetail__c.Quantity__c) | The sum of all single transaction quantities. |
| Title | Title__c |
Text(255) | Overrides the item title in case of individual pricing. |
| Type | Type__c |
Picklist | The type of this transaction. Picklist values: Default |
| Unit | Unit__c |
Text(255) | Unit used to override the unit at the Subscription Item in case of Individual Pricing. |