expenseplan
Defines the structure of an expense plan, used to manage budgeting, forecasting, and cost tracking for business operations.
Columns
| Name | Type | References | Description |
| amount | Decimal | The total amount associated with the transaction, typically representing the value of the revenue or expense. | |
| amountsource | String | The source from which the amount is derived, used to track where the revenue or expense originated from. | |
| catchupperiod | String | The period during which the revenue or expense is caught up, typically used in scenarios where adjustments or backdating is involved. | |
| comments | String | Additional notes or comments associated with the transaction, used for internal tracking or explanations. | |
| createdfrom | String | The source or origin of the transaction, often used to link it to a parent record or prior transaction. | |
| creationtriggeredby | String | The event or action that triggered the creation of the record, such as a system process or manual input. | |
| customform | String | The custom form used for entering or managing the record, often tailored to specific business needs. | |
| enddatechangeimpact | String | The impact of any changes to the end date, typically used to track the effects on related processes or calculations. | |
| externalid | String | An external identifier used to link the record with external systems or services, ensuring integration and synchronization. | |
| holdrevenuerecognition | Boolean | Indicates whether revenue recognition is on hold, often used when the transaction is pending or under review. | |
| initialamount | Decimal | The original amount associated with the record, used for tracking the starting value before adjustments or changes. | |
| iseliminate | Boolean | Indicates whether the record should be eliminated or excluded, typically used in consolidation or reporting adjustments. | |
| item | String | The identifier or name of the item associated with the transaction, used to track and reference specific products or services. | |
| periodoffset | String | The offset period for the transaction, typically used for adjusting the timing of revenue recognition or expense allocation. | |
| recalcadjustperiodoffset | Integer | The recalculated period offset, used to adjust the timing of the revenue or expense recognition when changes occur. | |
| recognitionmethod | String | The method used to recognize revenue, such as 'Percentage of Completion' or 'Straight Line', determining how revenue is recorded over time. | |
| recognitionperiod | Integer | The period over which revenue or expenses are recognized, typically used for financial reporting and analysis. | |
| recordnumber | String | The unique number associated with the record, often used for reference or tracking in reporting systems. | |
| reforecastmethod | String | The method used for reforecasting the transaction, typically used for adjustments or changes to projected financial outcomes. | |
| relatedrevenuearrangement | String | The related revenue arrangement linked to the record, used to track the overall deal or contract. | |
| relatedrevenueelement | String | The related revenue element, used to track specific components or milestones within a larger revenue arrangement. | |
| remainingdeferredbalance | Decimal | The remaining deferred balance, typically used for revenue that has been recognized but not yet earned or invoiced. | |
| residual | Decimal | The residual amount associated with the transaction, typically used to track remaining value after adjustments or deductions. | |
| revenueplancurrency | String | The currency associated with the revenue plan, used to track the financial denomination for the revenue. | |
| revenueplantype | String | The type of revenue plan, such as 'Recurring' or 'One-Time', used to classify the nature of the revenue recognition. | |
| revenuerecognitionrule | String | The rule used to recognize revenue, defining how and when revenue is recorded based on transaction terms. | |
| revenueschedulekey | String | The key used to reference the revenue schedule, used to track the timing and amounts for revenue recognition. | |
| revrecenddate | Date | The end date for revenue recognition, used to define the period when revenue recognition concludes. | |
| revrecenddatesource | String | The source from which the end date for revenue recognition is derived, often used for tracking adjustments or external factors. | |
| revrecstartdate | Date | The start date for revenue recognition, marking the beginning of the period during which revenue is recognized. | |
| revrecstartdatesource | String | The source from which the start date for revenue recognition is derived, often used for tracking the impact of changes or adjustments. | |
| startoffset | String | The offset period for the start of revenue recognition, used to adjust the timing when recognizing revenue from the start date. | |
| status | String | The current status of the record, such as 'Pending', 'Approved', or 'Completed', used for tracking progress or approval stages. | |
| termindays | Integer | The number of days until the transaction is terminated or the revenue recognition process concludes. | |
| terminmonths | Integer | The number of months until the transaction is terminated or the revenue recognition process concludes. | |
| totalrecognized | Decimal | The total amount of revenue that has been recognized to date, used for tracking progress against projected values. | |
| tranlineuniquekey | String | The unique key associated with the transaction line, used to identify and reference specific transaction entries. | |
| transactionbook | String | The transaction book associated with the record, typically used to group or categorize transactions for reporting purposes. | |
| transactiondoc | String | The document associated with the transaction, such as an invoice or contract, used for reference and record-keeping. | |
| transactionline | String | The specific transaction line associated with the record, used to track individual components of the overall transaction. |