Translates the AMP Transaction Types to the equivalent PractiFI Instalment Type, and defines some of the Instalment attributes.
Field Label | API Name | Type | Notes |
AMP Trans Type | Name | Text (80) | |
Created By ID | CreatedById | Lookup (User) | Required |
Created Date | CreatedDate | Datetime | Required |
Deleted | IsDeleted | Checkbox | Required |
Description | cloupra__Description__c | Text (255) | A short description of the transaction type. |
Instalment Type | cloupra__Instalment_Type__c | Lookup (Cloupra__Category__C) | The instalment type to which the transaction type maps. |
Last Modified By ID | LastModifiedById | Lookup (User) | Required |
Last Modified Date | LastModifiedDate | Datetime | Required |
Match To | cloupra__Match_To__c | Picklist (Asset; Liability; Insurance; Company; Ignore) | |
Owner ID | OwnerId | Lookup (Group, User) | Required |
Record ID | Id | Id (18) | Required |
System Modstamp | SystemModstamp | Datetime | Required |
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