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Object: AQB__LLChartofAccounts__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Designation Account Name | TEXT(80) |
|
CreatedDate | Created Date | DATETIME |
|
CreatedById | Created By ID | LOOKUP |
|
LastModifiedDate | Last Modified Date | DATETIME |
|
LastModifiedById | Last Modified By ID | LOOKUP |
|
SystemModstamp | System Modstamp | DATETIME |
|
LastActivityDate | Last Activity Date | DATE |
|
LastViewedDate | Last Viewed Date | DATETIME |
|
LastReferencedDate | Last Referenced Date | DATETIME |
|
AQB__Account_Sub_Type__c | Account Subtype | PICKLIST |
|
AQB__Account_Type__c | Account Type | PICKLIST |
|
AQB__Active__c | Active | CHECKBOX |
|
AQB__Alert__c | Alert | TEXT AREA (LONG)(4000) |
|
AQB__Athletics_Points__c | AT Points to Be Awarded | NUMBER(1,1) |
|
AQB__BusinessOfficeGLName__c | Designation Business Office G/L Name | TEXT(80) |
|
AQB__Campus__c | Campus | PICKLIST |
|
AQB__Category__c | Classification | PICKLIST |
|
AQB__ClosedDate__c | Closed Date | DATE |
|
AQB__ConstituentFacingName__c | Constituent Facing Name | TEXT(255) |
|
AQB__Counts_towards_points__c | Counts towards points | CHECKBOX |
|
AQB__Current_Value__c | Current Value | CURRENCY(16,2) | This is the current value of the account. |
AQB__DateofInception__c | Date of Inception | DATE |
|
AQB__Department__c | Department | PICKLIST |
|
AQB__Description__c | Description | TEXT AREA(255) |
|
AQB__DesignationAccountNumberGroupEight__c | Designation Account Number Segment Eight | TEXT(20) |
|
AQB__DesignationAccountNumberGroupFive__c | Designation Account Number Segment Five | TEXT(20) |
|
AQB__DesignationAccountNumberGroupFour__c | Designation Account Number Segment Four | TEXT(20) |
|
AQB__DesignationAccountNumberGroupNine__c | Designation Account Number Segment Nine | TEXT(20) |
|
AQB__DesignationAccountNumberGroupOne__c | Designation Account Number Segment One | TEXT(20) |
|
AQB__DesignationAccountNumberGroupSeven__c | Designation Account Number Segment Seven | TEXT(20) |
|
AQB__DesignationAccountNumberGroupSix__c | Designation Account Number Segment Six | TEXT(20) |
|
AQB__DesignationAccountNumberGroupTen__c | Designation Account Number Segment Ten | TEXT(20) |
|
AQB__DesignationAccountNumberGroupThree__c | Designation Account Number Segment Three | TEXT(20) |
|
AQB__DesignationAccountNumberGroupTwo__c | Designation Account Number Segment Two | TEXT(20) |
|
AQB__DesignationAccountNumber__c | Designation Account Number | FORMULA (TEXT)(1300) | If you edit this formula, you will also need to edit the 'DesignationAccountNumberTextforFlow' formula in the 'Set Transaction Designation Text Fields' flow. |
AQB__DetailedDescription__c | Detailed Description | TEXT AREA (LONG)(4000) | Additional free text information to describe this item in the Chart of Accounts. |
AQB__FinancialDataLastModifiedx__c | Financial Data Last Modified | DATE |
|
AQB__GoalCategory__c | Goal Category | PICKLIST |
|
AQB__Goal__c | Goal | PICKLIST |
|
AQB__IncomeGeneratedLastFiscalYear__c | Income Generated Last Fiscal Year | CURRENCY(16,2) |
|
AQB__InstitutionalUnit__c | Institutional Unit | LOOKUP | The Institutional Unit associated with this Designation. |
AQB__InventoryItem__c | Inventory Item | LOOKUP |
|
AQB__MarketValueAbovePrinciple__c | Market Value Above Principle | FORMULA (TEXT)(1300) |
|
AQB__MarketValue__c | Market Value | CURRENCY(16,2) |
|
AQB__Minimum_for_Distribution__c | Minimum for Distribution | CURRENCY(18,0) |
|
AQB__Notes__c | Notes | TEXT AREA (RICH)(100000) |
|
AQB__OwnerUnit__c | Owner Unit | PICKLIST | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
AQB__Pretty_Nmae__c | Donor Facing Name | TEXT AREA(255) |
|
AQB__PrimaryInternalContact__c | Primary Internal Contact | LOOKUP |
|
AQB__PrincipleBalance__c | Principle Balance | CURRENCY(16,2) |
|
AQB__Restricted__c | Restricted | CHECKBOX |
|
AQB__Restrictions__c | Restrictions | PICKLIST (MULTI-SELECT) |
|
AQB__SchoolUnit__c | School/Unit | PICKLIST |
|
AQB__SpendingDepartment__c | Division | PICKLIST |
|
AQB__Sub_Department__c | Sub-Department | PICKLIST |
|
AQB__Use_Category__c | VSE Use Category | PICKLIST |
|
AQB__Use__c | VSE Use | PICKLIST |
|
Responsibility_Center__c | Accounting School | PICKLIST | AQ_Custom |
Restricted_To_Donor__c | Restricted To Donor | LOOKUP | AQ_Custom |
AQCV_CONVERSIONID__c | AQCV CONVERSIONID | TEXT(255) | Unique identifier to link to converted system |
AQB__VSEExtramuralAthletics__c | VSE Extramural Athletics | PICKLIST |
|
AQC_Class_Code_Description__c | Class Code Description | PICKLIST | AQ_Custom |
AQB__Fee1Exception__c | Fee 1 Exception | TEXT(255) |
|
AQB__Fee1ExemptReason__c | Fee 1 Exempt Reason | PICKLIST |
|
AQB__Fee1Exempt__c | Fee 1 Exempt | CHECKBOX |
|
AQB__Fee1SourceAccount__c | Fee 1 Source Account | TEXT(45) |
|
AQB__Fee1__c | Fee 1 | PERCENT(3,2) | The first fee as a percentage of the transaction amount to this designation. |
AQB__Fee2Exception__c | Fee 2 Exception | TEXT(255) |
|
AQB__Fee2ExemptReason__c | Fee 2 Exempt Reason | PICKLIST |
|
AQB__Fee2Exempt__c | Fee 2 Exempt | CHECKBOX |
|
AQB__Fee2SourceAccount__c | Fee 2 Source Account | TEXT(45) |
|
AQB__Fee2__c | Fee 2 | PERCENT(3,2) | The second fee as a percentage of the transaction amount to this designation. |
AQB__VSE_Endowment_Restrictions__c | VSE Endowment Restrictions | PICKLIST |
|
USyd_Designation_Code__c | Designation Code | TEXT(50) | This is a unique identifier for Designations |
USyd_Gift_theme__c | Gift Theme | FORMULA (TEXT)(1300) |
|
USyd_DatetransferredfromHoldingAccount__c | Date transferred from Holding Account | DATE |
|
USyd_HoldingAccount__c | Holding Account | CHECKBOX | If checked, this account is a holding account. |
Usyd_Designation_Type__c | Designation Type | FORMULA (TEXT)(1300) | Custom define Designation type |
AQC_PendingAccount__c | Pending Account | CHECKBOX |
|
AQC_ReferenceNumberTrustOffice__c | Reference Number Trust Office | TEXT(50) |
|
Validation rules
Name | Label |
|---|---|
Must_Have_Constituent_Facing_Name | Must_Have_Constituent_Facing_Name |
Must_Have_Donor_Facing_Name | Must_Have_Donor_Facing_Name |
USYD_Must_Tick_Restricted_Field | USYD_Must_Tick_Restricted_Field |
USYD_Restricted_Fields_Required | USYD_Restricted_Fields_Required |
USYD_Must_Have_Segment_One | USYD_Must_Have_Segment_One |
USYD_Must_Have_Segment_Three | USYD_Must_Have_Segment_Three |
USYD_Must_Have_Segment_Two | USYD_Must_Have_Segment_Two |
Triggers
Name | Label |
|---|---|
LLChartOfAccountsTrigger | AQB.LLChartOfAccountsTrigger |
Fields Details
Name | Id |
Label | Record ID |
Type | ID |
Required | Yes |
Name | OwnerId |
Label | Owner ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | IsDeleted |
Label | Deleted |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | Name |
Label | Designation Account Name |
Type | TEXT(80) |
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 | LastActivityDate |
Label | Last Activity Date |
Type | DATE |
Name | LastViewedDate |
Label | Last Viewed Date |
Type | DATETIME |
Name | LastReferencedDate |
Label | Last Referenced Date |
Type | DATETIME |
Name | AQB__Account_Sub_Type__c |
Label | Account Subtype |
Type | PICKLIST |
Picklist values | Account Subtype One |
Name | AQB__Account_Type__c |
Label | Account Type |
Type | PICKLIST |
Picklist values | Current Spend |
Name | AQB__Active__c |
Label | Active |
Type | CHECKBOX |
Required | Yes |
Default value | true |
Name | AQB__Alert__c |
Label | Alert |
Type | TEXT AREA (LONG)(4000) |
Help Text | An alert that should display whenever a Chart of Accounts is displayed. |
Name | AQB__Athletics_Points__c |
Label | AT Points to Be Awarded |
Type | NUMBER(1,1) |
Help Text | Point value of gift to this designation. |
Default value | 0 |
Name | AQB__BusinessOfficeGLName__c |
Label | Designation Business Office G/L Name |
Type | TEXT(80) |
Help Text | The name for this Designation in the General Ledger as recorded in the Business Office. |
Name | AQB__Campus__c |
Label | Campus |
Type | PICKLIST |
Help Text | The Campus for which this designation is allocated. |
Picklist values | Campus One |
Name | AQB__Category__c |
Label | Classification |
Type | PICKLIST |
Help Text | Used to classify a designation as to be used for a type of purpose for report groupings. |
Picklist values | Academic Staff |
Name | AQB__ClosedDate__c |
Label | Closed Date |
Type | DATE |
Help Text | Date that this designation was made inactive. |
Name | AQB__ConstituentFacingName__c |
Label | Constituent Facing Name |
Type | TEXT(255) |
Unique | Yes |
Help Text | Name to appear to constituents on things like acknowledgement letters and websites. |
Name | AQB__Counts_towards_points__c |
Label | Counts towards points |
Type | CHECKBOX |
Required | Yes |
Help Text | sdfsdafdsfsdfsdf sd fdsa fdsf |
Default value | false |
Name | AQB__Current_Value__c |
Label | Current Value |
Type | CURRENCY(16,2) |
Help Text | This is the current value of the account. |
Description | This is the current value of the account. |
Name | AQB__DateofInception__c |
Label | Date of Inception |
Type | DATE |
Help Text | Date that this designation was first created in the chart of accounts. |
Name | AQB__Department__c |
Label | Department |
Type | PICKLIST |
Help Text | The Department for which this account is designated. |
Picklist values | Aboriginal Performing Arts |
Name | AQB__Description__c |
Label | Description |
Type | TEXT AREA(255) |
Help Text | Any free text information you wish to associated with this item in the Chart of Accounts. |
Name | AQB__DesignationAccountNumberGroupEight__c |
Label | Designation Account Number Segment Eight |
Type | TEXT(20) |
Help Text | The eighth segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupFive__c |
Label | Designation Account Number Segment Five |
Type | TEXT(20) |
Help Text | The fifth segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupFour__c |
Label | Designation Account Number Segment Four |
Type | TEXT(20) |
Help Text | The fourth segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupNine__c |
Label | Designation Account Number Segment Nine |
Type | TEXT(20) |
Help Text | The ninth segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupOne__c |
Label | Designation Account Number Segment One |
Type | TEXT(20) |
Help Text | The first segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupSeven__c |
Label | Designation Account Number Segment Seven |
Type | TEXT(20) |
Help Text | The seventh segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupSix__c |
Label | Designation Account Number Segment Six |
Type | TEXT(20) |
Help Text | The sixth segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupTen__c |
Label | Designation Account Number Segment Ten |
Type | TEXT(20) |
Help Text | The tenth segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupThree__c |
Label | Designation Account Number Segment Three |
Type | TEXT(20) |
Help Text | The third segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumberGroupTwo__c |
Label | Designation Account Number Segment Two |
Type | TEXT(20) |
Help Text | The second segment of the Designation Account Number. |
Name | AQB__DesignationAccountNumber__c |
Label | Designation Account Number |
Type | FORMULA (TEXT)(1300) |
Description | If you edit this formula, you will also need to edit the 'DesignationAccountNumberTextforFlow' formula in the 'Set Transaction Designation Text Fields' flow. |
Name | AQB__DetailedDescription__c |
Label | Detailed Description |
Type | TEXT AREA (LONG)(4000) |
Help Text | Enter additional free text information to describe this item in the Chart of Accounts. |
Description | Additional free text information to describe this item in the Chart of Accounts. |
Name | AQB__FinancialDataLastModifiedx__c |
Label | Financial Data Last Modified |
Type | DATE |
Help Text | The date that financial data was last modified for this account. |
Name | AQB__GoalCategory__c |
Label | Goal Category |
Type | PICKLIST |
Picklist values | Unrestricted |
Name | AQB__Goal__c |
Label | Goal |
Type | PICKLIST |
Picklist values | Unrestricted |
Name | AQB__IncomeGeneratedLastFiscalYear__c |
Label | Income Generated Last Fiscal Year |
Type | CURRENCY(16,2) |
Help Text | The amount of income generated in the last fiscal year for this account. |
Name | AQB__InstitutionalUnit__c |
Label | Institutional Unit |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Institutional Unit associated with this Designation. |
Description | The Institutional Unit associated with this Designation. |
Name | AQB__InventoryItem__c |
Label | Inventory Item |
Type | LOOKUP |
Foreign key | Yes |
Name | AQB__MarketValueAbovePrinciple__c |
Label | Market Value Above Principle |
Type | FORMULA (TEXT)(1300) |
Help Text | Indicates if the Market Value for this account exceeds its Principle Balance. |
Name | AQB__MarketValue__c |
Label | Market Value |
Type | CURRENCY(16,2) |
Help Text | The market value of this account. |
Name | AQB__Minimum_for_Distribution__c |
Label | Minimum for Distribution |
Type | CURRENCY(18,0) |
Help Text | The minimal balance amount in this account before distributions can be made. |
Name | AQB__Notes__c |
Label | Notes |
Type | TEXT AREA (RICH)(100000) |
Help Text | Notes about this item. |
Name | AQB__OwnerUnit__c |
Label | Owner Unit |
Type | PICKLIST |
Help Text | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
Picklist values | Advancement Services |
Description | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
Name | AQB__Pretty_Nmae__c |
Label | Donor Facing Name |
Type | TEXT AREA(255) |
Help Text | Designation name to be used for donor facing purposes. |
Name | AQB__PrimaryInternalContact__c |
Label | Primary Internal Contact |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Staff person who should be contacted for questions. |
Name | AQB__PrincipleBalance__c |
Label | Principle Balance |
Type | CURRENCY(16,2) |
Help Text | The balance of principle in this account. |
Name | AQB__Restricted__c |
Label | Restricted |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | AQB__Restrictions__c |
Label | Restrictions |
Type | PICKLIST (MULTI-SELECT) |
Help Text | List of business office classified restrictions. |
Picklist values | Return Unspent Funds |
Name | AQB__SchoolUnit__c |
Label | School/Unit |
Type | PICKLIST |
Help Text | The School or Unit for which this account is designated. |
Picklist values | Agriculture and Environment |
Name | AQB__SpendingDepartment__c |
Label | Division |
Type | PICKLIST |
Help Text | This is the division which has spending authority for this account. |
Picklist values | None |
Name | AQB__Sub_Department__c |
Label | Sub-Department |
Type | PICKLIST |
Help Text | The Sub-Department for which this account is designated. |
Picklist values | MED - Sydney Cochlear Implant Centre |
Name | AQB__Use_Category__c |
Label | VSE Use Category |
Type | PICKLIST |
Help Text | Used to indicate the broad categories of use for gifts. Generally used to fulfill the requirements of the VSE report for educational institutions, this field can also be useful for reporting purposes for other nonprofits. |
Picklist values | 1. Unrestricted |
Name | AQB__Use__c |
Label | VSE Use |
Type | PICKLIST |
Help Text | Indicates if gifts to this designation are to be used for current operations or capital purposes. Used to fulfill the requirements of the VSE report for educational institutions, this field can also be useful for reporting purposes for other nonprofits. |
Picklist values | Current Operations |
Name | Responsibility_Center__c |
Label | Accounting School |
Type | PICKLIST |
Help Text | This field tracks the assigned Responsibility Center for the allocation. |
Picklist values | Brain and Mind Centre |
Description | AQ_Custom |
Name | Restricted_To_Donor__c |
Label | Restricted To Donor |
Type | LOOKUP |
Foreign key | Yes |
Help Text | This designation can only accept gifts from this donor. |
Description | AQ_Custom |
Name | AQCV_CONVERSIONID__c |
Label | AQCV CONVERSIONID |
Type | TEXT(255) |
Unique | Yes |
Description | Unique identifier to link to converted system |
Name | AQB__VSEExtramuralAthletics__c |
Label | VSE Extramural Athletics |
Type | PICKLIST |
Help Text | Used to provide totals for Intercollegiate Athletics for the VSE report. |
Picklist values | No |
Name | AQC_Class_Code_Description__c |
Label | Class Code Description |
Type | PICKLIST |
Help Text | This field contains the description of the Class Codes used in Segment 1 of the Account Number. |
Picklist values | FRM Cash |
Description | AQ_Custom |
Name | AQB__Fee1Exception__c |
Label | Fee 1 Exception |
Type | TEXT(255) |
Name | AQB__Fee1ExemptReason__c |
Label | Fee 1 Exempt Reason |
Type | PICKLIST |
Picklist values | Department Paid |
Name | AQB__Fee1Exempt__c |
Label | Fee 1 Exempt |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | AQB__Fee1SourceAccount__c |
Label | Fee 1 Source Account |
Type | TEXT(45) |
Name | AQB__Fee1__c |
Label | Fee 1 |
Type | PERCENT(3,2) |
Help Text | The first fee as a percentage of the transaction amount to this designation. |
Description | The first fee as a percentage of the transaction amount to this designation. |
Name | AQB__Fee2Exception__c |
Label | Fee 2 Exception |
Type | TEXT(255) |
Name | AQB__Fee2ExemptReason__c |
Label | Fee 2 Exempt Reason |
Type | PICKLIST |
Picklist values | Department Paid |
Name | AQB__Fee2Exempt__c |
Label | Fee 2 Exempt |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | AQB__Fee2SourceAccount__c |
Label | Fee 2 Source Account |
Type | TEXT(45) |
Name | AQB__Fee2__c |
Label | Fee 2 |
Type | PERCENT(3,2) |
Help Text | The second fee as a percentage of the transaction amount to this designation. |
Description | The second fee as a percentage of the transaction amount to this designation. |
Name | AQB__VSE_Endowment_Restrictions__c |
Label | VSE Endowment Restrictions |
Type | PICKLIST |
Help Text | For use in preparing the section of the VSE report dealing with restricted Endowments. |
Picklist values | 1. Academic Divisions |
Name | USyd_Designation_Code__c |
Label | Designation Code |
Type | TEXT(50) |
Unique | Yes |
Required | Yes |
Description | This is a unique identifier for Designations |
Name | USyd_Gift_theme__c |
Label | Gift Theme |
Type | FORMULA (TEXT)(1300) |
Name | USyd_DatetransferredfromHoldingAccount__c |
Label | Date transferred from Holding Account |
Type | DATE |
Name | USyd_HoldingAccount__c |
Label | Holding Account |
Type | CHECKBOX |
Required | Yes |
Help Text | If checked, this account is a holding account. |
Default value | false |
Description | If checked, this account is a holding account. |
Name | Usyd_Designation_Type__c |
Label | Designation Type |
Type | FORMULA (TEXT)(1300) |
Description | Custom define Designation type |
Name | AQC_PendingAccount__c |
Label | Pending Account |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicates that a new account is required and is pending approval from finance. |
Default value | false |
Name | AQC_ReferenceNumberTrustOffice__c |
Label | Reference Number Trust Office |
Type | TEXT(50) |
Help Text | The reference number provided by the Trust Office. |