Accounting Data Dictionary

PlaybookTemplate__c

Label: Accounting Playbook Template

Stores all the accounting playbook templates.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Autogenerated__c Auto-Generated Summer 2024 Indicates that the template was generated automatically by the Feature Console.

Checkbox false
CalculateDueDate__c Calculate Due Date Summer 2023 Depending on the template type, the number of days counted from the period end date or year end date to calculate the due date for accounting playbooks generated from the template.

Number(4,0) false
CalculateStartDate__c Calculate Start Date Summer 2023 Depending on the template type, the number of days counted from the period end date or year end date to calculate the start date for accounting playbooks generated from the template.

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

Text(255) false
ExcludePublicHolidays__c Exclude Public Holidays Winter 2024 If selected, the public holidays defined for the org are excluded when counting the number of days to calculate the start date and the due date of the playbook generated from the playbook template.

Checkbox false
ExcludeWeekends__c Exclude Weekends Winter 2024 If selected, the weekends are excluded when counting the number of days to calculate the start date and the due date of the playbook generated from the playbook template.

Checkbox false
PlaybookOwner__c Playbook Owner Summer 2023 The owner of the accounting playbook template.

Looks up to: User

Lookup false
PlaybookType__c Type Summer 2024 The type of the accounting playbook template. This type is displayed - Period End.

Picklist:
Period End
Year End
true


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