Playbook__c
Label: Accounting Playbook Stores all the accounting playbooks that are used to manage the related accounting activities.
| Company__c |
Company |
Summer 2023 |
The company for the accounting playbook.
Looks up to: codaCompany__c
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Lookup |
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| Description__c |
Description |
Summer 2023 |
The description of the accounting playbook.
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TextArea |
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| DueDate__c |
Due Date |
Summer 2023 |
The due date till when the accounting playbook is valid. This date cannot be earlier than the start date of the playbook.
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Date |
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| Overdue__c |
Overdue |
Summer 2023 |
Displays a flag icon when the accounting playbook due date is earlier than the current date.
Formula:
IF(AND(DueDate__c < TODAY(), NOT(ISPICKVAL(Status__c, "Complete"))), IMAGE('/resource/c2g__playbooks/images/priority.png', 'zero'), NULL)
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Text |
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| PeriodEndDate__c |
Period End Date |
Summer 2023 |
The period end date of the company selected for the accounting playbook. This field is not editable.
Formula:
Period__r.EndDate__c
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Date |
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| Period__c |
Period |
Summer 2023 |
The period for the accounting playbook. Displays the periods in a drop-down list, starting from the current period.
Looks up to: codaPeriod__c
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Lookup |
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| PlaybookOwner__c |
Playbook Owner |
Summer 2023 |
The owner of the accounting playbook.
Looks up to: User
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Lookup |
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| StartDate__c |
Start Date |
Summer 2023 |
The start date for the accounting playbook. By default, the period end date is displayed as the start date. This field is editable and mandatory.
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Date |
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| Status__c |
Status |
Summer 2023 |
The status of the accounting playbook. These statuses are displayed - Not Started, In Progress, and Completed.
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Picklist:
Approved
Complete
In Progress
Not Started |
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