Accounting Data Dictionary

PlaybookTaskTemplate__c

Label: Accounting Playbook Task Template

Stores all the task templates related to their specific accounting playbook template.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
AppLocation1__c App Location 1 Summer 2023 The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.

Url
AppLocation2__c App Location 2 Summer 2023 The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.

Url
AppLocation3__c App Location 3 Summer 2023 The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.

Url
AppLocation4__c App Location 4 Summer 2023 The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.

Url
AppLocation5__c App Location 5 Summer 2023 The link in this field opens an app or a record from where an action can be performed. For example, Automated Eliminations tab, Currency Revaluation Criteria tab, and more. You can display App Location 1 to 5 fields. By default, App Location 1 and 2 fields are visible.

Url
Assignee__c Assignee Summer 2023 The assigned user for the accounting playbook task template.

Looks up to: User

Lookup
CalculateDueDate__c Calculate Due Date Summer 2023 The number of days to calculate the due date of the accounting playbook tasks generated from the accounting playbook task template.

Number(4,0)
Description__c Description Summer 2023 The description for the accounting playbook task template.

TextArea
Note1__c Note 1 Summer 2023 Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.

LongTextArea(131072)
Note2__c Note 2 Summer 2023 Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.

LongTextArea(131072)
Note3__c Note 3 Summer 2023 Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.

LongTextArea(131072)
Note4__c Note 4 Summer 2023 Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.

LongTextArea(131072)
Note5__c Note 5 Summer 2023 Displays the notes related to the accounting playbook tasks generated from the accounting playbook task template. You can display Note 1 to Note 5 fields. By default, Note 1 and Note 2 fields are displayed.

LongTextArea(131072)
PlaybookTemplate__c Accounting Playbook Template Summer 2023 Accounting playbook template related to the accounting playbook task template.

Looks up to: PlaybookTemplate__c
MasterDetail
ReportLocation10__c Report Location 10 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation1__c Report Location 1 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation2__c Report Location 2 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation3__c Report Location 3 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation4__c Report Location 4 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation5__c Report Location 5 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation6__c Report Location 6 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation7__c Report Location 7 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation8__c Report Location 8 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url
ReportLocation9__c Report Location 9 Summer 2023 The link in this field opens any report used to perform the tasks generated from the accounting playbook task template. For example, report on outstanding value of sales invoices, an exported spreadsheet, and more. You can display Report Location 1 to Report Location 10 fields. By default, Report Location 1 and Report Location 2 fields are displayed.

Url


© Copyright 2009–2023 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.