Purchases
Stores summarized purchase records that are linked to accounts or contacts. This table supports customer lifecycle management and sales effectiveness analysis.
Columns
| Name | Type | ReadOnly | Description |
| Account_Id | String | False |
The identifier (Id) of the account that is associated with this purchase. This value links the purchase to the customer or business entity responsible for the transaction. |
| Account_Name | String | False |
The display name of the account that is associated with this purchase. This value is shown in the user interface for clarity and reporting. |
| Acl_Team_Names | String | True |
The list of team names that are associated with this purchase record. This value supports collaboration, access control, and visibility filtering. |
| Acl_Team_Set_Id | String | False |
The Id of the set of teams that have access to this purchase. This value is used to manage shared team permissions. |
| Assigned_User_Id | String | False |
The Id of the user who is responsible for managing or overseeing this purchase. This assignment determines ownership and workflow accountability. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to this purchase. This value enhances readability in the user interface and reports. |
| Base_Rate | String | False |
The base exchange or pricing rate that is applied to the purchase. This value can be used for billing or currency conversion. |
| Category_Id | String | False |
The Id of the product category that is associated with this purchase. This value supports product classification and reporting. |
| Category_Name | String | True |
The name of the product category that is associated with this purchase. This value is shown in the user interface for readability and selection. |
| Commentlog | String | True |
The comment log entries that are associated with this purchase. This field stores collaboration notes, historical context, or decision-related communication. |
| Created_By | String | True |
The Id of the user who created this purchase record. This value identifies the record author for auditing and ownership tracking. |
| Created_By_Name | String | True |
The display name of the user who created this purchase record. This value is shown in the user interface for visibility and review. |
| Currency_Id | String | False |
The Id of the currency that is associated with the financial values in this purchase. This value supports multi-currency pricing and conversion. |
| Currency_Name | String | True |
The display name of the currency that is associated with this purchase. This value is shown for readability in the user interface and reports. |
| Currency_Symbol | String | True |
The symbol that represents the currency associated with this purchase (for example, '$', '€', or '£'). This value supports formatted financial display. |
| Date_Entered | Datetime | True |
The date and time when this purchase record was created. This value provides timeline context for lifecycle management and auditing. |
| Date_Modified | Datetime | True |
The date and time when this purchase record was most recently updated. This field helps track ongoing changes and record maintenance. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when this purchase record is marked as deleted. It returns a value of 'false' when the record remains active and available for use. |
| Description | String | False |
A detailed description of the purchase. This field can include notes, transaction context, or supporting business information. |
| End_Date | Date | True |
The date when coverage or entitlement for this purchase ends. This value supports renewal planning and contract management. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this purchase to receive activity updates. It returns a value of 'false' when the user is not following the record. |
| Id [KEY] | String | True |
The unique Id for this purchase record. This value is used to reference the purchase across the system and related modules. |
| Locked_Fields | String | True |
The list of fields that are restricted from editing for this purchase. This value ensures that system-controlled configuration remains protected. |
| Modified_By_Name | String | True |
The display name of the user who most recently modified this purchase record. This value provides visibility into recent changes. |
| Modified_User_Id | String | True |
The Id of the user who most recently updated this purchase record. This field identifies the source of the latest change activity. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the current user marks this purchase as a favorite for quick access. It returns a value of 'false' when the record is not favorited. |
| Name | String | False |
The name of the purchase. This value is used as the primary label throughout the system. |
| Pli_Collection | String | True |
The internal collection reference that contains the purchased line items linked to this purchase. This value supports itemization and record retrieval. |
| Pli_Count | Int | True |
The total number of purchased line items that are associated with this purchase. This value supports reporting, entitlement assessment, and financial review. |
| Product_Template_Id | String | False |
The Id of the product template that is associated with this purchase, if the purchase originated from a standard catalog item. |
| Product_Template_Name | String | True |
The display name of the product template that is associated with this purchase. This value is shown in the user interface for context and selection. |
| Renewable | Bool | False |
A Boolean field that returns a value of 'true' when the purchase is configured to renew, such as subscription or service-based contracts. It returns a value of 'false' when the purchase does not renew. |
| Service | Bool | False |
A Boolean field that returns a value of 'true' when this purchase represents a service rather than a tangible product. It returns a value of 'false' when the purchase is a product. |
| Start_Date | Date | True |
The date when coverage or entitlement for this purchase begins. This value marks the start of the contract or service period. |
| Sync_Key | String | True |
The synchronization key that is used to match this purchase record with external systems. This value ensures data consistency across integrations. |
| Tag | String | False |
The tags that are associated with this purchase. Tags support flexible grouping, classification, and filtering across records. |
| Team_Count | String | False |
The number of teams that are associated with this purchase. This value indicates the scope of collaboration and access distribution. |
| Team_Id | String | False |
The Id of the primary team that is responsible for this purchase. This value establishes ownership for permissions and visibility. |
| Team_Name | String | False |
The display name of the primary team that is associated with this purchase. This value is shown in the user interface and reports for clarity. |
| Team_Set_Id | String | False |
The Id of the set of teams that share access to this purchase. This value supports multi-team collaboration and permission configuration. |
| Total_Quantity | Decimal | True |
The total quantity of items that are included in this purchase. This value supports inventory, entitlement, and billing calculations. |
| Total_Revenue | Decimal | True |
The revenue that is recognized from this purchase. This value is used for financial tracking and profitability analysis. |
| Type_Id | String | False |
The Id of the product type that is associated with this purchase, such as hardware or software. |
| Type_Name | String | True |
The display name of the product type that is associated with this purchase. This value supports classification and reporting. |