Playbook__c
Label: Accounting Playbook Stores all the accounting playbooks that are used to manage the related accounting activities.
| Autogenerated__c |
Auto-Generated |
Summer 2024 |
Indicates that the playbook was generated from a template.
|
Checkbox |
|
false |
| Company__c |
Company |
Summer 2023 |
The company for the accounting playbook.
Looks up to: codaCompany__c
|
Lookup |
false |
|
| Description__c |
Description |
Summer 2023 |
The description of the accounting playbook.
|
TextArea |
false |
|
| 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.
|
Date |
false |
|
| 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)
|
Text |
false |
|
| 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
|
Date |
false |
|
| 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
|
Lookup |
false |
|
| PlaybookOwner__c |
Playbook Owner |
Summer 2023 |
The owner of the accounting playbook.
Looks up to: User
|
Lookup |
false |
|
| PlaybookType__c |
Type |
Summer 2024 |
The type of the accounting playbook. This type is displayed - Period End.
|
Picklist:
Period End
Year End |
true |
|
| 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.
|
Date |
false |
|
| Status__c |
Status |
Summer 2023 |
The status of the accounting playbook. These statuses are displayed - Not Started, In Progress, and Completed.
|
Picklist:
Approved
Complete
In Progress
Not Started |
false |
|
| YearEndDate__c |
Year End Date |
Summer 2024 |
The year end date of the company selected for the accounting playbook. This field is not editable.
Formula:
Year__r.EndDate__c
|
Date |
false |
|
| Year__c |
Year |
Summer 2024 |
The year for the accounting playbook. Displays the years in a drop-down list, starting from the current year.
Looks up to: codaYear__c
|
Lookup |
false |
|
| 