Crm.Sales.SalesOrderPaymentPlans Entity

Namespace: Crm.Sales

Payment plan of a sales order. Entity: Crm_Sales_Order_Payment_Plans

Default Visualization

Default Display Text Format:
{SalesOrder.EntityName}
Default Search Members:
SalesOrder.EntityName
Name Data Member:
SalesOrder.EntityName
Category: Definitions
Show in UI: ShownByDefault

Track Changes

Min level: 0 - Do not track changes
Max level: 4 - Track object attribute and blob changes

Aggregate

An aggregate is a cluster of domain objects that can be treated as a single unit.

Aggregate Parent:
Crm.Sales.SalesOrders
Aggregate Root:
Crm.Sales.SalesOrders

Attributes

Name	Type	Description
Amount	Amount (14, 2)	Amount to be payed. `Currency: SalesOrder.DocumentCurrency` `Required`
AmountPercent	decimal (7, 6) nullable	Percent of the sales order amount to be payed.
DisplayText	string	Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.
DueDateFormMethod	PaymentPlanDueDateSource	Method to determine the payment due date. SLS = Use sales order date, INV = Use invoice date, EXP = Specify the date explicitly, SDD = Sales order due date, IDD = Invoice due date. `Required`
ExplicitPaymentDueDate	datetime nullable	Explicitly specified payment due date. Must be filled if and only if Due_Date_Form_Method = 'EXP'. `Filter(ge;le)`
ExplicitPayment DueStartDate	date nullable	Explicitly specified date on which the payment becomes executable. Can be specified only when date formation method is 'Set explicit date'. `Filter(ge;le)`
Id	guid
InstallmentNumber	int32	Consequtive installment number. Used for identifying different payments generated according this payment plan. `Required`
Notes	string (254) nullable	Notes for this SalesOrderPaymentPlan.
ObjectVersion	int32	The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.
PaymentStartDays	int32	Number of days until the payment becomes executable. The days are counted, starting with the date, specified by due date formation method. `Required` `Default(0)`
PaymentTermDays	int32	Payment term in days, which are to be added to form the payment due date. 0 means that the date determined by Due_Date_Form_Method and Explicit_Payment_Due_Date is taken as due date. `Required` `Default(0)`
Remainder	boolean	Indicates wheather this amount is the remainder of the document. Amount = Total amount of the sales order - explicitly specified amounts in the plan (by Amount_Percent or Amount). `Required` `Default(false)`

References

Name	Type	Description
PaymentAccount	PaymentAccounts (nullable)	Specifies the payment account towards which the payment is expected. null means that there is no expectation for payment account. For POS implementations, this can be used to denote the payment account in which the payment actually occurred. `Filter(multi eq)`
PaymentType	PaymentTypes (nullable)	Specifies the expected payment type. null means that there is no expected payment type. For POS implementations, this can be used to denote the payment type which actually occurred. `Filter(multi eq)`
SalesOrder	SalesOrders	The to which this SalesOrderPaymentPlan belongs. `Required` `Filter(multi eq)` `Owner`

Attribute Details

Amount

Amount to be payed. Currency: SalesOrder.DocumentCurrency Required

Type: Amount (14, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault

AmountPercent

Percent of the sales order amount to be payed.

Type: decimal (7, 6) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault

DisplayText

Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.

Type: string
Category: Calculated Attributes
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

DueDateFormMethod

Method to determine the payment due date. SLS = Use sales order date, INV = Use invoice date, EXP = Specify the date explicitly, SDD = Sales order due date, IDD = Invoice due date. Required

Type: PaymentPlanDueDateSource
Category: System
Generic enum type for PaymentPlanDueDateSource properties
Allowed Values (Crm.Sales.PaymentPlanDueDateSource Enum Members)

Value	Description
SpecifyTheDateExplicitly	SpecifyTheDateExplicitly value. Stored as 'EXP'. Database Value: 'EXP' Model Value: 0 Domain API Value: 'SpecifyTheDateExplicitly'
UseInvoiceDate	UseInvoiceDate value. Stored as 'INV'. Database Value: 'INV' Model Value: 1 Domain API Value: 'UseInvoiceDate'
UseSalesOrderDate	UseSalesOrderDate value. Stored as 'SLS'. Database Value: 'SLS' Model Value: 2 Domain API Value: 'UseSalesOrderDate'
UseSalesOrderDueDate	UseSalesOrderDueDate value. Stored as 'SDD'. Database Value: 'SDD' Model Value: 3 Domain API Value: 'UseSalesOrderDueDate'
UseInvoiceDueDate	UseInvoiceDueDate value. Stored as 'IDD'. Database Value: 'IDD' Model Value: 4 Domain API Value: 'UseInvoiceDueDate'

Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault

ExplicitPaymentDueDate

Explicitly specified payment due date. Must be filled if and only if Due_Date_Form_Method = 'EXP'. Filter(ge;le)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault

Front-End Recalc Expressions:
IIF( ( Convert( obj.DueDateFormMethod, Int32) != 0), null, obj.ExplicitPaymentDueDate)

ExplicitPaymentDueStartDate

Explicitly specified date on which the payment becomes executable. Can be specified only when date formation method is 'Set explicit date'. Filter(ge;le)

Type: date nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault

Front-End Recalc Expressions:
IIF( ( Convert( obj.DueDateFormMethod, Int32) != 0), null, obj.ExplicitPaymentDueStartDate)

Id

Type: guid
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: CannotBeShown

InstallmentNumber

Consequtive installment number. Used for identifying different payments generated according this payment plan. Required

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault

Back-End Default Expression:
( obj.SalesOrder.PaymentPlans.Select( c => c.InstallmentNumber).DefaultIfEmpty( 0).Max( ) + 1)

Front-End Recalc Expressions:
( obj.SalesOrder.PaymentPlans.Select( c => c.InstallmentNumber).DefaultIfEmpty( 0).Max( ) + 1)

Notes

Notes for this SalesOrderPaymentPlan.

Type: string (254) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Maximum Length: 254
Show in UI: HiddenByDefault

ObjectVersion

The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.

Type: int32
Category: Extensible Data Object
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

PaymentStartDays

Number of days until the payment becomes executable. The days are counted, starting with the date, specified by due date formation method. Required Default(0)

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

PaymentTermDays

Payment term in days, which are to be added to form the payment due date. 0 means that the date determined by Due_Date_Form_Method and Explicit_Payment_Due_Date is taken as due date. Required Default(0)

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

Back-End Default Expression:
IIF( ( ( Convert( obj.DueDateFormMethod, Int32) == 3) OrElse ( Convert( obj.DueDateFormMethod, Int32) == 4)), 0, obj.PaymentTermDays)

Front-End Recalc Expressions:
IIF( ( ( Convert( obj.DueDateFormMethod, Int32) == 3) OrElse ( Convert( obj.DueDateFormMethod, Int32) == 4)), 0, obj.PaymentTermDays)

Remainder

Indicates wheather this amount is the remainder of the document. Amount = Total amount of the sales order - explicitly specified amounts in the plan (by Amount_Percent or Amount). Required Default(false)

Type: boolean
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: False
Show in UI: ShownByDefault

Back-End Default Expression:
IIF( ( obj.AmountPercent != null), False, obj.Remainder)

Front-End Recalc Expressions:
IIF( ( obj.AmountPercent != null), False, obj.Remainder)

Reference Details

PaymentAccount

Specifies the payment account towards which the payment is expected. null means that there is no expectation for payment account. For POS implementations, this can be used to denote the payment account in which the payment actually occurred. Filter(multi eq)

Type: PaymentAccounts (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Back-End Default Expression:
obj.SalesOrder.PaymentAccount

Front-End Recalc Expressions:
obj.SalesOrder.PaymentAccount.IfNullThen( obj.PaymentType.DefaultPaymentAccount.IfNullThen( obj.PaymentAccount)) obj.SalesOrder.PaymentAccount

PaymentType

Specifies the expected payment type. null means that there is no expected payment type. For POS implementations, this can be used to denote the payment type which actually occurred. Filter(multi eq)

Type: PaymentTypes (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Back-End Default Expression:
obj.SalesOrder.PaymentType

Front-End Recalc Expressions:
obj.SalesOrder.PaymentType

SalesOrder

The to which this SalesOrderPaymentPlan belongs. Required Filter(multi eq) Owner

Type: SalesOrders
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Filterable Reference: True
Show in UI: ShownByDefault

API Methods

Methods that can be invoked in public APIs.

GetAllowedCustomPropertyValues

Gets the allowed values for the specified custom property for this entity object. If supported the result is ordered by property value. Some property value sources do not support ordering - in that case the result is not ordered.
Return Type: Collection Of CustomPropertyValue
Declaring Type: EntityObject
Domain API Request: GET

Parameters

customPropertyCode
The code of the custom property
Type: string
search
The search text - searches by value or description. Can contain wildcard character %.
Type: string
Optional: True
Default Value: null
exactMatch
If true the search text should be equal to the property value
Type: boolean
Optional: True
Default Value: False
orderByDescription
If true the result is ordered by Description instead of Value. Note that ordering is not always possible.
Type: boolean
Optional: True
Default Value: False
top
The top clause - default is 10
Type: int32
Optional: True
Default Value: 10
skip
The skip clause - default is 0
Type: int32
Optional: True
Default Value: 0

CreateNotification

Create a notification immediately in a separate transaction, and send a real-time event to the user.
Return Type: void
Declaring Type: EntityObject
Domain API Request: POST

Parameters

user
The user.
Type: Users
notificationClass
The notification class.
Type: string
subject
The notification subject.
Type: string

priority
The notification priority.
Type: Systems.Core.NotificationsRepository.Priority
Allowed values for the Priority(Systems.Core.Notifications.md#priority) data attribute
Allowed Values (Systems.Core.NotificationsRepository.Priority Enum Members)

Value	Description
Background	Background value. Stored as 1. Model Value: 1 Domain API Value: 'Background'
Low	Low value. Stored as 2. Model Value: 2 Domain API Value: 'Low'
Normal	Normal value. Stored as 3. Model Value: 3 Domain API Value: 'Normal'
High	High value. Stored as 4. Model Value: 4 Domain API Value: 'High'
Urgent	Urgent value. Stored as 5. Model Value: 5 Domain API Value: 'Urgent'

Optional: True
Default Value: Normal

CreateCopy

Duplicates the object and its child objects belonging to the same aggregate. The duplicated objects are not saved to the data source but remain in the same transaction as the original object.
Return Type: EntityObject
Declaring Type: EntityObject
Domain API Request: POST

Business Rules

None

Front-End Business Rules

None

API

Domain API Query: https://demodb.my.erp.net/api/domain/odata/Crm_Sales_SalesOrderPaymentPlans?$top=10

Domain API Query Builder: https://demodb.my.erp.net/api/domain/querybuilder#Crm_Sales_SalesOrderPaymentPlans?$top=10

Table of Contents

Crm.Sales.SalesOrderPaymentPlans Entity

Default Visualization

Track Changes

Aggregate

Attributes

References

Attribute Details

Amount

AmountPercent

DisplayText

DueDateFormMethod

ExplicitPaymentDueDate

ExplicitPaymentDueStartDate

Id

InstallmentNumber

Notes

ObjectVersion

PaymentStartDays

PaymentTermDays

Remainder

Reference Details

PaymentAccount

PaymentType

SalesOrder

API Methods

GetAllowedCustomPropertyValues

CreateNotification

CreateCopy

Business Rules

Front-End Business Rules

API