TerritoryBudgetTransactions
Records transactional updates to territory budgets, including allocations, expenditures, and adjustments. This enables detailed audit trails and budget utilization analysis over time.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the territory budget transaction record. |
| Global ID | String | True |
System-generated global identifier used to uniquely reference this record across all Vault instances. |
| Link | String | False |
System-generated URL link for accessing the record directly in the Vault interface. |
| Territory Budget Transaction Name | String | True |
Descriptive name assigned to the budget transaction, used for identifying or categorizing the entry. |
| Status | String | False |
Current workflow or approval status of the transaction, such as Draft, Approved, or Rejected. |
| Created By | String | True |
Username or user ID of the person who initially created the transaction record. |
| Created Date | Datetime | True |
Timestamp indicating when the transaction record was first created in the system. |
| Last Modified By | String | True |
Username or user ID of the person who last modified the transaction record. |
| Last Modified Date | Datetime | True |
Timestamp reflecting the most recent update made to the transaction record. |
| Description | String | False |
Free-text field providing additional context or details about the transaction, such as its purpose or justification. |
| Quantity | Decimal | False |
Number of units associated with the transaction, such as product samples or event materials. |
| Transaction Date | Date | False |
Date on which the budget transaction took place or was logged. |
| Value | Decimal | False |
Monetary amount associated with the transaction, in the local operating currency. |
| Value Corp | Decimal | True |
Monetary amount converted into the corporate standard currency for consolidated reporting. |
| Local Currency | String | False |
Currency code representing the local currency in which the transaction value was originally recorded, such as USD, EUR, or JPY. |
| Territory Budget | String | False |
Reference to the parent territory budget record this transaction is linked to, enabling budget tracking and reconciliation. |
| Legacy CRM Id | String | False |
Identifier carried over from a legacy Customer Relationship Management (CRM) system to support data migration, traceability, or integration continuity. |