AMP Payment


Holds the payment records uploaded from AMP payment files prior to the processing of payments to instalment records in PractiFI. While all fields from the source files are imported to the AMP Payment object, not all fields are transferred to instalment records.

Field Label API Name Type Notes
AMP Transaction Type cloupra__AMP_Transaction_Type__c Lookup (Cloupra__Amp_Transaction_Type__C)  
Appl-Code cloupra__Appl_Code__c Text (255) The product code used to identify the product or company from where the fee or commission originates.
Client-Name cloupra__Client_Name__c Text (255)  
Comments cloupra__Comments__c Text (255)  
Contract Matched Amount cloupra__Contract_Matched_Amount__c Formula (Currency) IF(cloupra__Matched__c,  cloupra__Net_Paymt__c , 0 )
Contract Matched Count cloupra__Contract_Matched_Count__c Formula (Double) IF(cloupra__Matched__c, 1 , 0 )
Contract-No cloupra__Contract_No__c Text (255) The identifying number of the account or policy to which the fee or commission relates.
Contract Unmatched Amount cloupra__Contract_Unmatched_Amount__c Formula (Currency) Help text: Used in aggregate queries.
Formula: IF( cloupra__Matched__c, 0 , cloupra__Net_Paymt__c )
Contract Unmatched Count cloupra__Contract_Unmatched_Count__c Formula (Double) Help text: Used in aggregate queries.
Formula: IF(cloupra__Matched__c, 0 , 1 )
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Created Date Only cloupra__Created_Date_Only__c Formula (Date) DATEVALUE(CreatedDate)
Deleted IsDeleted Checkbox Required
Gross-Paymt cloupra__Gross_Paymt__c Currency (16, 2) The gross payment amount, exclusive of GST and before discounting or rebating.
GST-Amt cloupra__GST_Amt__c Currency (16, 2) The amount of GST for the payment.
Instalment Type cloupra__Instalment_Type__c Lookup (Cloupra__Category__C) The instalment type to which the payment relates.
Invoice-No cloupra__Invoice_No__c Text (255)  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Licensee-Fee cloupra__Licensee_Fee__c Currency (16, 2) The licencee fee portion of the payment.
Matched? cloupra__Matched__c Checkbox Help text: Indicates that the contract number for this payment has been matched against client information (policy, asset/liability or service) in PractiFI.
Attribute: Required
Movt-Eft-Date cloupra__Movt_Eft_Date__c Date The effective date of the payment transaction.
Net-Paymt cloupra__Net_Paymt__c Currency (16, 2) The amount of the payment, excluding GST and licencee fee.
Net Paymt Band cloupra__Net_Paymt_Band__c Formula (Text) Help text: Banding within which the Net Paymt amount falls.
Formula: IF(cloupra__Net_Paymt__c = 0,
   IF(cloupra__Net_Paymt__c > 0 && cloupra__Net_Paymt__c <= 20,
      "$0.01 to $20.00",
      IF(cloupra__Net_Paymt__c > 20 && cloupra__Net_Paymt__c<= 50,
         "$20.01 to $50.00",
         IF(cloupra__Net_Paymt__c > 50 && cloupra__Net_Paymt__c<= 200,
            "50.01 to $200.00",
            "Over $200.00"
Owner ID OwnerId Lookup (Group, User) Required
Owner-Name cloupra__Owner_Name__c Text (255)  
Owner-No cloupra__Owner_No__c Text (255)  
Payee-No cloupra__Payee_No__c Text (255)  
Payment Number Name Text (80) Required
Payment-Regime cloupra__Payment_Regime__c Text (255) The nominated upfront, level or hybrid commission option.
Paymt-Base cloupra__Paymt_Base__c Currency (16, 2) The amount on which the commission or fee is calculated.
Paymt-Rate cloupra__Paymt_Rate__c Text (255) The equivalent monthly rate of any ongoing service fees or trail commission.
Policy cloupra__Policy__c Lookup (Cloupra__Policy__C) The matching policy for the payment.
Portfolio Holding cloupra__Portfolio_Holding__c Lookup (Cloupra__Portfolio_Holding__C) The asset or liability to which the payment relates.
Processed? cloupra__Processed__c Checkbox Help text: Indicates that this record has been processed and a matching installment record has been created.
Attribute: Required
Product-Name cloupra__Product_Name__c Text (255)  
Record ID Id Id (18) Required
Retention-Pct cloupra__Retention_Pct__c Percent (12, 6) The percentage of the fee or commission being retained by the planner.
Sales-No cloupra__Sales_No__c Text (255)  
Service cloupra__Service__c Lookup (Cloupra__Service__C) The service to which the payment directly relates.
Settlement-Date cloupra__Settlement_Date__c Date  
System Modstamp SystemModstamp Datetime Required
Transn-Type cloupra__Transn_Type__c Text (255) The type of fee or commission to which the payment relates.


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