Crm.SalesForce.SalesPersonTargetLines Entity

Detail records (lines) of targets for sales persons. Entity: Crm_Sales_Person_Target_Lines

Renames

Old name: Crm.Distribution.SalesPersonTargetLines
New name: Crm.SalesForce.SalesPersonTargetLines
Version: 25.1.1.36
Case: 37717

Default Visualization

Default Display Text Format:
{PeriodYear}-{PeriodMonth} {TargetType}
Default Search Members:
SalesPersonTarget.DocumentNo
Name Data Member:
SalesPersonTarget.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.SalesForce.SalesPersonTargets
Aggregate Root:
Crm.SalesForce.SalesPersonTargets

Attributes

Name	Type	Description
DisplayText	string	Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.
Id	guid
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.
PeriodDate	datetime	Calculated date representation of the target period (used for grouping, filtering and other auxiliary purposes). `Required` `Filter(ge;le)` `ReadOnly` `Introduced in version 25.1.1.43`
PeriodMonth	byte	Month of the period in which the target must be fulfilled (the period is determined by specifying a month and an year). `Required` `Filter(ge;le)`
PeriodYear	int16	Year of the period in which the target must be fulfilled (the period is determined by specifying a month and an year). `Required` `Filter(ge;le)`
TargetAmount	Amount (18, 2) nullable	Target amount to be fulfilled by the specified sales person. Deprecated - use Target_Value. `Currency: TargetAmountCurrency`
TargetType	TargetType	Type of target. Defines the meaning of Target_Value. SALES-sales amount, BONUS-count of bonus progs, PACK-count of promo packs. `Required` `Default("SALES")` `Filter(multi eq)`
TargetValue	decimal (9, 2)	Value of target. Meaning depends on target type. `Required` `Default(0)`
TargetWeight	decimal (5, 2)	Relative weight of target, comparatively to other targets. `Required` `Default(1)`

References

Name	Type	Description
BonusProgram	BonusPrograms (nullable)	Bonus program Id when the target type is BONUS, null otherwise. `Filter(multi eq)`
Document	SalesPersonTargets	The to which this SalesPersonTargetLine belongs. `Required` `Filter(multi eq)`
ProductGroup	ProductGroups (nullable)	Product group for which the target is defined. `Filter(multi eq)`
PromotionalPackage	PromotionalPackages (nullable)	Promotional Package Id when the target type is PROMO, null otherwise. `Filter(multi eq)`
SalesPerson	SalesPersons	Sales person to whom the target is assigned. `Required` `Filter(multi eq)`
SalesPersonTarget	SalesPersonTargets	The to which this SalesPersonTargetLine belongs. `Required` `Filter(multi eq)` `Owner`
TargetAmountCurrency	Currencies (nullable)	Deprecated - use currency in document header. `Filter(multi eq)`

Attribute Details

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

Id

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

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

PeriodDate

Calculated date representation of the target period (used for grouping, filtering and other auxiliary purposes). Required Filter(ge;le) ReadOnly Introduced in version 25.1.1.43

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

PeriodMonth

Month of the period in which the target must be fulfilled (the period is determined by specifying a month and an year). Required Filter(ge;le)

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

PeriodYear

Year of the period in which the target must be fulfilled (the period is determined by specifying a month and an year). Required Filter(ge;le)

Type: int16
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault

TargetAmount

Target amount to be fulfilled by the specified sales person. Deprecated - use Target_Value. Currency: TargetAmountCurrency

Type: Amount (18, 2) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: CannotBeShown

TargetType

Type of target. Defines the meaning of Target_Value. SALES-sales amount, BONUS-count of bonus progs, PACK-count of promo packs. Required Default("SALES") Filter(multi eq)

Type: TargetType
Category: System
Allowed values for the TargetType(Crm.SalesForce.SalesPersonTargetLines.md#targettype) data attribute
Allowed Values (Crm.SalesForce.SalesPersonTargetLinesRepository.TargetType Enum Members)

Value	Description
SalesAmount	SalesAmount value. Stored as 'SALES'. Database Value: 'SALES' Model Value: 0 Domain API Value: 'SalesAmount'
NumberOfApplied BonusPrograms	NumberOfApplied BonusPrograms value. Stored as 'BONUS'. Database Value: 'BONUS' Model Value: 1 Domain API Value: 'NumberOfApplied BonusPrograms'
NumberOfPromotional Packages	NumberOfPromotional Packages value. Stored as 'PROMO'. Database Value: 'PROMO' Model Value: 2 Domain API Value: 'NumberOfPromotional Packages'
LocationsCount	LocationsCount value. Stored as 'LOCNT'. Database Value: 'LOCNT' Model Value: 3 Domain API Value: 'LocationsCount'

Supported Filters: Equals, EqualsIn
Supports Order By: False
Default Value: SalesAmount
Show in UI: ShownByDefault

TargetValue

Value of target. Meaning depends on target type. Required Default(0)

Type: decimal (9, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

TargetWeight

Relative weight of target, comparatively to other targets. Required Default(1)

Type: decimal (5, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 1
Show in UI: ShownByDefault

Reference Details

BonusProgram

Bonus program Id when the target type is BONUS, null otherwise. Filter(multi eq)

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

Document

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

Type: SalesPersonTargets
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

ProductGroup

Product group for which the target is defined. Filter(multi eq)

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

Back-End Default Expression:
obj.SalesPersonTarget.ProductGroup

Front-End Recalc Expressions:
obj.SalesPersonTarget.ProductGroup

PromotionalPackage

Promotional Package Id when the target type is PROMO, null otherwise. Filter(multi eq)

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

SalesPerson

Sales person to whom the target is assigned. Required Filter(multi eq)

Type: SalesPersons
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Back-End Default Expression:
obj.SalesPersonTarget.SalesPerson

Front-End Recalc Expressions:
obj.SalesPersonTarget.SalesPerson

SalesPersonTarget

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

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

TargetAmountCurrency

Deprecated - use currency in document header. Filter(multi eq)

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

Back-End Default Expression:
obj.SalesPersonTarget.TargetCurrency

Front-End Recalc Expressions:
obj.SalesPersonTarget.TargetCurrency

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