FinanceTransaction
Represents a financial transaction recorded for accounting or billing purposes.
Columns
| Name | Type | ReadOnly | References | Description |
| Id [KEY] | String | True |
Unique identifier for the record. | |
| OwnerId | String | False |
ID of the user who owns the record. | |
| IsDeleted | Bool | True |
Indicates whether the record has been moved to the Recycle Bin. | |
| FinanceTransactionNumber | String | True |
FinanceTransaction identification number. | |
| CurrencyIsoCode | String | False |
ISO code for the currency in which the revenue amount is expressed. | |
| CreatedDate | Datetime | True |
Date and time when the record was created. | |
| CreatedById | String | True |
User.Id |
ID of the user who created the record. |
| LastModifiedById | String | True |
User.Id |
ID of the user who last modified the record. |
| LastViewedDate | Datetime | True |
Date and time when the record was last viewed in the user interface. | |
| LastReferencedDate | Datetime | True |
Date and time when the record was last referenced. | |
| ReferenceEntityId | String | False |
ID of the ReferenceEntity associated with this record. | |
| ReferenceEntityType | String | False |
Type classification for ReferenceEntity. | |
| EventAction | String | False |
Field containing EventAction information. | |
| EventType | String | False |
Type classification for Event. | |
| ChargeAmount | Decimal | False |
Field containing ChargeAmount information. | |
| AdjustmentAmount | Decimal | False |
Field containing AdjustmentAmount information. | |
| Subtotal | Decimal | False |
Subtotal amount before tax. | |
| TaxAmount | Decimal | False |
Field containing TaxAmount information. | |
| TotalAmountWithTax | Decimal | False |
Field containing TotalAmountWithTax information. | |
| ImpactAmount | Decimal | False |
Field containing ImpactAmount information. | |
| ResultingBalance | Decimal | False |
Field containing ResultingBalance information. | |
| AccountId | String | False |
Account.Id |
ID of the Account associated with this record. |
| SourceEntityId | String | False |
ID of the SourceEntity associated with this record. | |
| DestinationEntityId | String | False |
ID of the DestinationEntity associated with this record. | |
| TransactionDate | Datetime | False |
Date associated with Transaction. | |
| EffectiveDate | Datetime | False |
Date associated with Effective. | |
| DueDate | Datetime | False |
Due date for the task or activity. | |
| BaseCurrencyIsoCode | String | False |
Field containing BaseCurrencyIsoCode information. | |
| BaseCurrencyFxRate | Double | False |
Field containing BaseCurrencyFxRate information. | |
| BaseCurrencyFxDate | Date | False |
Date associated with BaseCurrencyFx. | |
| BaseCurrencyAmount | Decimal | False |
Field containing BaseCurrencyAmount information. | |
| BaseCurrencyBalance | Decimal | False |
Field containing BaseCurrencyBalance information. | |
| LegalEntityId | String | False |
ID of the LegalEntity associated with this record. | |
| CreationMode | String | True |
Field containing CreationMode information. | |
| ParentReferenceEntityId | String | False |
ID of the ParentReferenceEntity associated with this record. | |
| OriginalReferenceEntityType | String | True |
Type classification for OriginalReferenceEntity. | |
| OriginalEventType | String | True |
Type classification for OriginalEvent. | |
| OriginalEventAction | String | True |
Field containing OriginalEventAction information. | |
| OriginalCreditGlAccountName | String | True |
Field containing OriginalCreditGlAccountName information. | |
| OriginalCreditGlAccountNumber | String | True |
OriginalCreditGlAccount identification number. | |
| OriginalDebitGlAccountName | String | True |
Field containing OriginalDebitGlAccountName information. | |
| OriginalDebitGlAccountNumber | String | True |
OriginalDebitGlAccount identification number. | |
| OriginalFinancePeriodName | String | True |
Field containing OriginalFinancePeriodName information. | |
| OriginalFinancePeriodStartDate | String | True |
Date associated with OriginalFinancePeriodStart. | |
| OriginalFinancePeriodEndDate | String | True |
Date associated with OriginalFinancePeriodEnd. | |
| OriginalFinancePeriodStatus | String | True |
Status of the OriginalFinancePeriod. | |
| OriginalGlRuleName | String | True |
Field containing OriginalGlRuleName information. | |
| OriginalGlTreatmentName | String | True |
Field containing OriginalGlTreatmentName information. | |
| OriginalFinanceBookName | String | True |
Field containing OriginalFinanceBookName information. | |
| FinanceSystemTransactionNumber | String | False |
FinanceSystemTransaction identification number. | |
| FinanceSystemName | String | False |
Field containing FinanceSystemName information. | |
| FinanceSystemIntegrationMode | String | False |
Field containing FinanceSystemIntegrationMode information. | |
| FinanceSystemIntegrationStatus | String | False |
Status of the FinanceSystemIntegration. | |
| SystemModstamp | Datetime | True |
Date and time when the record was last modified by a user or by an automated process. | |
| LastModifiedDate | Datetime | True |
Date and time when the record was last modified. |
Pseudocolumns
Pseudocolumn fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.
| Name | Type | Description |
| OwnerIdType | String |
Specifies the type of the 'OwnerId' polymorphic field to use in the statement. |
| OwnerIdExternalFieldName | String |
Specifies the external field name of the 'OwnerId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement |
| ReferenceEntityIdType | String |
Specifies the type of the 'ReferenceEntityId' polymorphic field to use in the statement. |
| ReferenceEntityIdExternalFieldName | String |
Specifies the external field name of the 'ReferenceEntityId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement |
| SourceEntityIdType | String |
Specifies the type of the 'SourceEntityId' polymorphic field to use in the statement. |
| SourceEntityIdExternalFieldName | String |
Specifies the external field name of the 'SourceEntityId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement |
| DestinationEntityIdType | String |
Specifies the type of the 'DestinationEntityId' polymorphic field to use in the statement. |
| DestinationEntityIdExternalFieldName | String |
Specifies the external field name of the 'DestinationEntityId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement |
| LegalEntityIdType | String |
Specifies the type of the 'LegalEntityId' polymorphic field to use in the statement. |
| LegalEntityIdExternalFieldName | String |
Specifies the external field name of the 'LegalEntityId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement |
| ParentReferenceEntityIdType | String |
Specifies the type of the 'ParentReferenceEntityId' polymorphic field to use in the statement. |
| ParentReferenceEntityIdExternalFieldName | String |
Specifies the external field name of the 'ParentReferenceEntityId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement |
| SOQL | String |
Specifies the SOQL query to execute against the Salesforce servers. If this pseudo column is set from the WHERE clause it will take precedence over the original query. |
| ExternalIdColumn | String |
Specifies the external Id column to use if performing an insert. If this value is specified, upsert will be used when the INSERT command is called. |
| FilterScope | String |
Optional scope to limit the records returned from queries. This property can take one of these values: Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, or Team. |