memDocTransactionTemplate
Defines templates for recurring memorized transactions.
Columns
| Name | Type | References | Description |
| id [KEY] | Integer | Unique internal identifier for the memorized transaction template. | |
| abbrevtype | String | Abbreviated transaction type (such as invoice, bill, journal entry). | |
| approvalstatus | String | Current approval status of the transaction template. | |
| asofdate | Date | Effective date for the transaction template. | |
| class | String | Classification category assigned to the transaction. | |
| createdby | String | User who created the transaction template. | |
| createddate | Date | Date when the transaction template was created. | |
| currency | String | Currency used for the transaction template. | |
| department | String | Department associated with the transaction template. | |
| employee | String | Sales representative assigned to the transaction. | |
| entity | String | Customer, vendor, or other entity related to the transaction. | |
| exchangerate | Decimal | Exchange rate applied to the transaction. | |
| externalid | String | External identifier used for integrations or external systems. | |
| incoterm | String | International commercial term (Incoterm) applicable to the transaction. | |
| isbookspecific | Boolean | Indicates whether the transaction is specific to a certain accounting book. | |
| lastmodifiedby | String | User who last modified the transaction template. | |
| lastmodifieddate | Date | Date when the transaction template was last modified. | |
| leadsource | String | Lead source associated with the transaction. | |
| location | String | Location where the transaction is recorded or processed. | |
| memo | String | Additional notes or comments related to the transaction template. | |
| nextapprover | String | Next designated approver for the transaction. | |
| partner | String | Partner entity associated with the transaction. | |
| paymentmethod | String | Payment method specified for the transaction. | |
| posting | Boolean | Indicates whether the transaction is a posting transaction. | |
| postingperiod | String | Accounting period in which the transaction is posted. | |
| source | String | Source of the transaction (such as manual entry, system-generated). | |
| subsidiary | String | Subsidiary associated with the transaction. | |
| trandate | Date | Date of the transaction. | |
| trandisplayname | String | Display name of the transaction for user reference. | |
| visibletocustomer | Boolean | Indicates whether the transaction is visible in the Customer Center. |