MCP Server for Vault CRM

Build 25.0.9440

CyclePlanAdjustments

Records manual or system-driven adjustments made to cycle plans, such as target updates or reallocations. This supports planning agility and accurate reflection of real-world changes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the cycle plan adjustment record. This is used as the primary key.

Global ID String True

Globally unique identifier for the adjustment entry, typically used for cross-system integrations and data reconciliation.

Link String False

System-generated URL link to the full record in Veeva Vault. This is useful for navigation from external dashboards or integrations.

Cycle Plan Adjustments Name String True

Descriptive name of the cycle plan adjustment entry, used for reporting and user identification.

Status String False

Indicates the current status of the adjustment, such as Draft, Approved, or Archived. Drives visibility and workflow behavior.

Created By String True

Username or ID of the user who originally created the adjustment record in the system.

Created Date Datetime True

Timestamp of when the adjustment record was first created in the system. It reflects the initial creation date.

Last Modified By String True

Username or ID of the user who last updated the adjustment record. This is useful for auditing and tracking changes.

Last Modified Date Datetime True

Timestamp of the most recent update to the record, providing insight into last modification timing.

Actual Decimal False

The actual value applied as part of the cycle plan adjustment, often representing real-world execution data or outcomes.

External ID String False

External identifier assigned to the adjustment record by an external system. This is used for data synchronization and reference.

Scheduled Decimal False

Planned or expected value for the adjustment in the cycle plan. This is typically used for performance tracking against actuals.

Owner String False

Identifier of the user, team, or system that owns or is responsible for this adjustment record.

Legacy CRM Id String False

Reference to the identifier used in the legacy Customer Relationship Management (CRM) system prior to migration. Helps with backward compatibility and audits.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9440