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Object: AQB__DuesTransactions__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Dues Transaction Number | AUTO NUMBER |
|
RecordTypeId | Record Type ID | LOOKUP |
|
CreatedDate | Created Date | DATETIME |
|
CreatedById | Created By ID | LOOKUP |
|
LastModifiedDate | Last Modified Date | DATETIME |
|
LastModifiedById | Last Modified By ID | LOOKUP |
|
SystemModstamp | System Modstamp | DATETIME |
|
LastViewedDate | Last Viewed Date | DATETIME |
|
LastReferencedDate | Last Referenced Date | DATETIME |
|
AQB__Dues__c | Dues/Pledge Number | MASTER-DETAIL | This links a transaction back to its originating dues record. |
AQB__Account__c | Account | LOOKUP | The name of the Account responsible for this Dues Transaction. |
AQB__Acknowledgement__c | Acknowledgement | LOOKUP | This field is only used during data entry and is transferred to the dues level following recording of the transaction. |
AQB__Amount__c | Amount | CURRENCY(10,2) | The amount of this Dues Transaction. |
AQB__Balance__c | Balance | CURRENCY(10,2) |
|
AQB__Batch__c | Batch | LOOKUP |
|
AQB__CampaignAppealId__c | Campaign Appeal | LOOKUP | The name of the Campaign responsible for the solicitation of this Dues Transaction. |
AQB__CampaignFund__c | Fundraising Campaign for Appeal | LOOKUP |
|
AQB__ChartOfAccounts__c | Designation | LOOKUP | The entry in the Chart of Accounts to which the donor wishes this Dues Transaction to be deposited. |
AQB__CheckNumber__c | Check Number | NUMBER(18,0) | The check number from the check from the donor. |
AQB__ConditionalPledge__c | Conditional Pledge | CHECKBOX | If checked, this an indicator that the pledge shown in this Dues Transaction has conditions attached in order for it to be fulfilled. |
AQB__CurrencyExchangeRate__c | Currency Exchange Rate | NUMBER(14,4) | The exchange rate for conversion of the dues transaction from the specified currency type to the base currency type of the organization. |
AQB__CurrencyUnits__c | Currency Units | NUMBER(14,0) | The amount of the dues transaction based on the currency that the transaction was offered. |
AQB__Currency__c | Donor Currency | LOOKUP | The currency in which the Dues Transaction has been made. The number entered in the amount field should represent the number of units of this currency that have been given. |
AQB__DateDue__c | Date Due | DATE | The date by which this payment is due. |
AQB__Date__c | Transaction Date | DATE | The date of the Transaction. |
AQB__DebitAccount__c | Debit Account | LOOKUP | This field reflects the debit account for this dues. |
AQB__Description__c | Description | TEXT AREA (LONG)(2000) | Any additional free text information you wish to associate with this Dues Transaction. |
AQB__DoNotPushToAccounting__c | Do not push to Accounting | CHECKBOX | Check if this dues transaction is already in the accounting system. |
AQB__DocumentedLegalDate__c | Documented Legal Date | DATE | The date verified legal date of this Dues Transaction. |
AQB__DonorFacingDescription__c | Donor Facing Description | TEXT AREA (LONG)(2000) | Any free text information for the donor that you wish to associate with this Dues Transaction. |
AQB__DuesDate__c | Dues Date | DATE |
|
AQB__DuesExternalId__c | Dues External ID | TEXT(40) |
|
AQB__DuesRecordType__c | Dues Record Type | TEXT(20) | A classification, used by the system to display the appropriate set of data fields for the type of Transaction. |
AQB__ExternalReferenceNumber__c | External Reference Number | TEXT(40) |
|
AQB__FinancialSystemDate__c | Financial System Date | DATE | This field is for use when integrating with your financial system and should only be populated by the feed from the financial system. |
AQB__Method__c | Method | PICKLIST | The way in which this donation was, or will be transmitted, such as cash, check, securities, real property, etc. The value inserted into this field will be defaulted based on the dues entry method. |
AQB__MovingToNewAccount__c | Moving to new Account | CHECKBOX | This is an internal system flag. |
AQB__OriginatingBatchItemTransaction__c | Originating Batch Item Transaction | LOOKUP |
|
AQB__OriginatingSoftCreditDues__c | Originating Soft Credit Dues | LOOKUP | For Soft Credit Transactions, the Dues to which the Originating Transaction that spawned this Soft Credit Transaction is linked. |
AQB__Originating_Soft_Credit_Dues_Transaction__c | Originating Soft Credit Dues Transaction | LOOKUP | Link to the original dues transaction from which this Soft Credit transaction was generated. |
AQB__PaymentNumber__c | Payment Number | NUMBER(4,0) |
|
AQB__PledgePayment__c | Pledge Payment | CHECKBOX | Indicates whether payment is used to fulfill a pledge. |
AQB__PledgeStipulation__c | Pledge Type | PICKLIST | Determines if the pledge is conditional, unconditional or a statement of intent. |
AQB__PledgeWriteOffNotation__c | Pledge Write Off Notation | PICKLIST | The reason that this pledge is being written off. |
AQB__Reference__c | Reference | TEXT(20) | Reference number to external document or transaction. |
AQB__Restricted__c | Restricted? | CHECKBOX | If checked, this Transaction is designated as restricted. |
AQB__SendPledgeReminder__c | Send Pledge Reminder | CHECKBOX | Indicates that the Account making this pledge wishes to receive a reminder on the due date. |
AQB__SoftCreditDuesLink__c | Soft Credit Dues Link | LOOKUP | Links this soft credit transaction to the dues from which it was awarded. |
AQB__Solicitation__c | Solicitation | LOOKUP |
|
AQB__ThirdPartyPayment__c | Third Party Payment | CHECKBOX | Indicates this hard credit payment pays off a pledge with a soft credit. |
AQB__ThirdPartyPayoff__c | Third Party Payoff | CHECKBOX | Indicated this transaction was paid by a third party. |
AQB__TransactionExternalID__c | Transaction External ID | TEXT(40) | An External ID used to uniquely identify a transaction. Used to link a pledge payment to the corresponding pledge debit transaction. |
AQB__TypeOfPledge__c | Type of Pledge | FORMULA (CHECKBOX) |
|
AQB__Type__c | Transaction Type | PICKLIST | The nature of the this Transaction, categorizing it as a Pledge, Pledge Payment, Payment, or Void. |
AQB__VoidNote__c | Void Note | TEXT AREA (LONG)(32000) |
|
AQB__Voided__c | Void? | CHECKBOX | If checked, this transaction has been voided. |
AQB__WriteOff__c | Write Off? | CHECKBOX | Indicates a pledge has been written off. |
USYD_Class_Code__c | Original Class Code | TEXT(30) | This contains the class code at the time the transaction was made. This may differ from Designation Account Number Segment One from the Chart of Accounts if it was changed in COA after the transaction was made. |
USYD_Designation_Account_Number__c | Original Designation Account Number | TEXT(50) | Designation Account Number at the time the transaction was made. |
USYD_Historical_Transmission_to_GL__c | Historical Transmission to GL | PICKLIST | Indicates whether this financial transaction from Advance was transmitted to General Ledger (Peoplesoft). |
Triggers
Name | Label |
|---|---|
DuesTransactionsTrigger | AQB.DuesTransactionsTrigger |
Fields Details
Name | Id |
Label | Record ID |
Type | ID |
Required | Yes |
Name | IsDeleted |
Label | Deleted |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | Name |
Label | Dues Transaction Number |
Type | AUTO NUMBER |
Required | Yes |
Name | RecordTypeId |
Label | Record Type ID |
Type | LOOKUP |
Foreign key | Yes |
Name | CreatedDate |
Label | Created Date |
Type | DATETIME |
Required | Yes |
Name | CreatedById |
Label | Created By ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | LastModifiedDate |
Label | Last Modified Date |
Type | DATETIME |
Required | Yes |
Name | LastModifiedById |
Label | Last Modified By ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | SystemModstamp |
Label | System Modstamp |
Type | DATETIME |
Required | Yes |
Name | LastViewedDate |
Label | Last Viewed Date |
Type | DATETIME |
Name | LastReferencedDate |
Label | Last Referenced Date |
Type | DATETIME |
Name | AQB__Dues__c |
Label | Dues/Pledge Number |
Type | MASTER-DETAIL |
Foreign key | Yes |
Required | Yes |
Help Text | This links a transaction back to its originating dues record. |
Description | This links a transaction back to its originating dues record. |
Name | AQB__Account__c |
Label | Account |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The name of the Account responsible for this Dues Transaction. |
Description | The name of the Account responsible for this Dues Transaction. |
Name | AQB__Acknowledgement__c |
Label | Acknowledgement |
Type | LOOKUP |
Foreign key | Yes |
Help Text | This field is only used during data entry and is transferred to the dues level following recording of the transaction. |
Description | This field is only used during data entry and is transferred to the dues level following recording of the transaction. |
Name | AQB__Amount__c |
Label | Amount |
Type | CURRENCY(10,2) |
Help Text | The amount of this Dues Transaction. |
Description | The amount of this Dues Transaction. |
Name | AQB__Balance__c |
Label | Balance |
Type | CURRENCY(10,2) |
Default value | 0 |
Name | AQB__Batch__c |
Label | Batch |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__CampaignAppealId__c |
Label | Campaign Appeal |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The name of the Campaign responsible for the solicitation of this Dues Transaction. |
Description | The name of the Campaign responsible for the solicitation of this Dues Transaction. |
Name | AQB__CampaignFund__c |
Label | Fundraising Campaign for Appeal |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__ChartOfAccounts__c |
Label | Designation |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The entry in the Chart of Accounts to which the donor wishes this Dues Transaction to be deposited. |
Description | The entry in the Chart of Accounts to which the donor wishes this Dues Transaction to be deposited. |
Name | AQB__CheckNumber__c |
Label | Check Number |
Type | NUMBER(18,0) |
Help Text | The check number from the check from the donor. |
Description | The check number from the check from the donor. |
Name | AQB__ConditionalPledge__c |
Label | Conditional Pledge |
Type | CHECKBOX |
Required | Yes |
Help Text | If checked, this an indicator that the pledge shown in this Dues Transaction has conditions attached in order for it to be fulfilled. |
Default value | false |
Description | If checked, this an indicator that the pledge shown in this Dues Transaction has conditions attached in order for it to be fulfilled. |
Name | AQB__CurrencyExchangeRate__c |
Label | Currency Exchange Rate |
Type | NUMBER(14,4) |
Help Text | The exchange rate for conversion of the dues transaction from the specified currency type to the base currency type of the organization. |
Description | The exchange rate for conversion of the dues transaction from the specified currency type to the base currency type of the organization. |
Name | AQB__CurrencyUnits__c |
Label | Currency Units |
Type | NUMBER(14,0) |
Help Text | The amount of the dues transaction based on the currency that the transaction was offered. |
Description | The amount of the dues transaction based on the currency that the transaction was offered. |
Name | AQB__Currency__c |
Label | Donor Currency |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The currency in which the Dues Transaction has been made. The number entered in the amount field should represent the number of units of this currency that have been given. |
Description | The currency in which the Dues Transaction has been made. The number entered in the amount field should represent the number of units of this currency that have been given. |
Name | AQB__DateDue__c |
Label | Date Due |
Type | DATE |
Help Text | The date by which this payment is due. |
Description | The date by which this payment is due. |
Name | AQB__Date__c |
Label | Transaction Date |
Type | DATE |
Help Text | The date of the Transaction. |
Description | The date of the Transaction. |
Name | AQB__DebitAccount__c |
Label | Debit Account |
Type | LOOKUP |
Foreign key | Yes |
Help Text | This field reflects the debit account for this dues. |
Description | This field reflects the debit account for this dues. |
Name | AQB__Description__c |
Label | Description |
Type | TEXT AREA (LONG)(2000) |
Help Text | Any additional free text information you wish to associate with this Dues Transaction. |
Description | Any additional free text information you wish to associate with this Dues Transaction. |
Name | AQB__DoNotPushToAccounting__c |
Label | Do not push to Accounting |
Type | CHECKBOX |
Required | Yes |
Help Text | Check if this dues transaction is already in the accounting system. |
Default value | false |
Description | Check if this dues transaction is already in the accounting system. |
Name | AQB__DocumentedLegalDate__c |
Label | Documented Legal Date |
Type | DATE |
Help Text | The date verified legal date of this Dues Transaction. |
Description | The date verified legal date of this Dues Transaction. |
Name | AQB__DonorFacingDescription__c |
Label | Donor Facing Description |
Type | TEXT AREA (LONG)(2000) |
Help Text | Any free text information for the donor that you wish to associate with this Dues Transaction. |
Description | Any free text information for the donor that you wish to associate with this Dues Transaction. |
Name | AQB__DuesDate__c |
Label | Dues Date |
Type | DATE |
Name | AQB__DuesExternalId__c |
Label | Dues External ID |
Type | TEXT(40) |
Name | AQB__DuesRecordType__c |
Label | Dues Record Type |
Type | TEXT(20) |
Help Text | A classification, used by the system to display the appropriate set of data fields for the type of Transaction. |
Description | A classification, used by the system to display the appropriate set of data fields for the type of Transaction. |
Name | AQB__ExternalReferenceNumber__c |
Label | External Reference Number |
Type | TEXT(40) |
Unique | Yes |
Name | AQB__FinancialSystemDate__c |
Label | Financial System Date |
Type | DATE |
Help Text | This field is for use when integrating with your financial system and should only be populated by the feed from the financial system. |
Description | This field is for use when integrating with your financial system and should only be populated by the feed from the financial system. |
Name | AQB__Method__c |
Label | Method |
Type | PICKLIST |
Help Text | The way in which this donation was, or will be transmitted, such as cash, check, securities, real property, etc. |
Picklist values | Cash |
Description | The way in which this donation was, or will be transmitted, such as cash, check, securities, real property, etc. The value inserted into this field will be defaulted based on the dues entry method. |
Name | AQB__MovingToNewAccount__c |
Label | Moving to new Account |
Type | CHECKBOX |
Required | Yes |
Help Text | This is an internal system flag. |
Default value | false |
Description | This is an internal system flag. |
Name | AQB__OriginatingBatchItemTransaction__c |
Label | Originating Batch Item Transaction |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__OriginatingSoftCreditDues__c |
Label | Originating Soft Credit Dues |
Type | LOOKUP |
Foreign key | Yes |
Help Text | For Soft Credit Transactions, the Dues to which the Originating Transaction that spawned this Soft Credit Transaction is linked. |
Description | For Soft Credit Transactions, the Dues to which the Originating Transaction that spawned this Soft Credit Transaction is linked. |
Name | AQB__Originating_Soft_Credit_Dues_Transaction__c |
Label | Originating Soft Credit Dues Transaction |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Link to the original dues transaction from which this Soft Credit transaction was generated. |
Description | Link to the original dues transaction from which this Soft Credit transaction was generated. |
Name | AQB__PaymentNumber__c |
Label | Payment Number |
Type | NUMBER(4,0) |
Name | AQB__PledgePayment__c |
Label | Pledge Payment |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicates whether payment is used to fulfill a pledge. |
Default value | false |
Description | Indicates whether payment is used to fulfill a pledge. |
Name | AQB__PledgeStipulation__c |
Label | Pledge Type |
Type | PICKLIST |
Help Text | Determines if the pledge is conditional, unconditional or a statement of intent. |
Picklist values | Conditional |
Description | Determines if the pledge is conditional, unconditional or a statement of intent. |
Name | AQB__PledgeWriteOffNotation__c |
Label | Pledge Write Off Notation |
Type | PICKLIST |
Help Text | The reason that this pledge is being written off. |
Picklist values | Donor Canceled Pledge |
Description | The reason that this pledge is being written off. |
Name | AQB__Reference__c |
Label | Reference |
Type | TEXT(20) |
Help Text | Reference number to external document or transaction. |
Description | Reference number to external document or transaction. |
Name | AQB__Restricted__c |
Label | Restricted? |
Type | CHECKBOX |
Required | Yes |
Help Text | If checked, this Transaction is designated as restricted. |
Default value | false |
Description | If checked, this Transaction is designated as restricted. |
Name | AQB__SendPledgeReminder__c |
Label | Send Pledge Reminder |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicates that the Account making this pledge wishes to receive a reminder on the due date. |
Default value | false |
Description | Indicates that the Account making this pledge wishes to receive a reminder on the due date. |
Name | AQB__SoftCreditDuesLink__c |
Label | Soft Credit Dues Link |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Links this soft credit transaction to the dues from which it was awarded. |
Description | Links this soft credit transaction to the dues from which it was awarded. |
Name | AQB__Solicitation__c |
Label | Solicitation |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__ThirdPartyPayment__c |
Label | Third Party Payment |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicates this hard credit payment pays off a pledge with a soft credit. |
Default value | false |
Description | Indicates this hard credit payment pays off a pledge with a soft credit. |
Name | AQB__ThirdPartyPayoff__c |
Label | Third Party Payoff |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicated this transaction was paid by a third party. |
Default value | false |
Description | Indicated this transaction was paid by a third party. |
Name | AQB__TransactionExternalID__c |
Label | Transaction External ID |
Type | TEXT(40) |
Unique | Yes |
Help Text | An External ID used to uniquely identify a transaction. Used to link a pledge payment to the corresponding pledge debit transaction. |
Description | An External ID used to uniquely identify a transaction. Used to link a pledge payment to the corresponding pledge debit transaction. |
Name | AQB__TypeOfPledge__c |
Label | Type of Pledge |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Name | AQB__Type__c |
Label | Transaction Type |
Type | PICKLIST |
Help Text | The nature of the this Transaction, categorizing it as a Pledge, Pledge Payment, Payment, or Void. |
Picklist values | Payment |
Description | The nature of the this Transaction, categorizing it as a Pledge, Pledge Payment, Payment, or Void. |
Name | AQB__VoidNote__c |
Label | Void Note |
Type | TEXT AREA (LONG)(32000) |
Name | AQB__Voided__c |
Label | Void? |
Type | CHECKBOX |
Required | Yes |
Help Text | If checked, this transaction has been voided. |
Default value | false |
Description | If checked, this transaction has been voided. |
Name | AQB__WriteOff__c |
Label | Write Off? |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicates a pledge has been written off. |
Default value | false |
Description | Indicates a pledge has been written off. |
Name | USYD_Class_Code__c |
Label | Original Class Code |
Type | TEXT(30) |
Help Text | Class code at the time the transaction was made. |
Description | This contains the class code at the time the transaction was made. This may differ from Designation Account Number Segment One from the Chart of Accounts if it was changed in COA after the transaction was made. |
Name | USYD_Designation_Account_Number__c |
Label | Original Designation Account Number |
Type | TEXT(50) |
Help Text | Designation Account Number at the time the transaction was made. |
Description | Designation Account Number at the time the transaction was made. |
Name | USYD_Historical_Transmission_to_GL__c |
Label | Historical Transmission to GL |
Type | PICKLIST |
Help Text | Indicates whether this financial transaction from Advance was transmitted to General Ledger (Peoplesoft). |
Picklist values | AIMS banking 1 (PeopleSoft) |
Description | Indicates whether this financial transaction from Advance was transmitted to General Ledger (Peoplesoft). |