Incentive Target — entity reference

One measurable goal under an IncentiveLine/IncentivePlan: incentiveTargetType picks the metric read from PerformanceKPI accruals - No Of Sale Orders, Sale Order Amount, No Of Invoices, Sale Amount, Sale Order Quantity, Invoice Quantity, Purchase Order Amount, Purchase Order Quantity, No Of Unique Invoices, No Of Unique Items, or Custom KPI (reads the PerformanceKPI field named in customKPIFieldName). Optional itemId, itemGroupId or accountId filters narrow which KPI rows count. The operative quota per participant lives in IncentiveResourceTarget rows, keyed by this target.

Fields

Field	Label	Type	Required	What it does
`AccountGroupId`	Account Group	Lookup → AccountGroup
`AccountId`	Account	Lookup → Account
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`CurrencyIsoCode`	Currency ISO Code	Text
`CustomKPIFieldName`	Custom KPI Field Name	Text		When IncentiveTargetType is Custom KPI, the PerformanceKPI field name whose values are summed as the reached value; the result is stamped into CompensationLine.customKPIValue.
`ExternalId`	External	Text
`FinancerId`	Financer	Lookup → Financer
`FinancerSchemeId`	Financer Scheme	Lookup → FinancerScheme
`Id`	Id	Guid	Yes
`IncentiveLineId`	Incentive Line	Lookup → IncentiveLine
`IncentivePlanId`	Incentive Plan	Lookup → IncentivePlan
`IncentiveTargetType`	Incentive Target Type	PickList		The metric read from PerformanceKPI accruals: No Of Sale Orders, Sale Order Amount, No Of Invoices, Sale Amount, Sale Order Quantity, Invoice Quantity, Purchase Order Amount, Purchase Order Quantity, No Of Unique Invoices, No Of Unique Items, or Custom KPI (reads the field named in CustomKPIFieldName). Unknown types contribute zero. Values: No Of Purchase Orders, No Of Sale Orders, No Of Bills, No Of Finance, No Of Insurance, Sale Amount, Bill Amount, Parts Amount, Service Amount, WO Amount, Sale Order Amount, Purchase Order Amount, Finance Amount, Insurance Amount, Billed Hours, Spent Hours, Efficiency, Custom KPI, No Of Unique Invoices, Sale Order Quantity, Sale Invoice Quantity, Purchase Order Quantity, Bill Quantity, Repair Order Quantity, No Of Unique Items.
`InsuranceSchemeId`	Insurance Scheme	Lookup → InsuranceScheme
`ItemGroupId`	Item Group	Lookup → ItemGroup		Restricts which PerformanceKPI rows count toward this target: only rows whose item (and SKU, when the membership row pins one) belongs to the group.
`ItemId`	Item	Lookup → Item
`ItemLotTypeId`	Item Lot Type	Lookup → ItemLotType
`KPIConfigurationId`	KPI Configuration	Lookup → KPIConfiguration
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text	Yes
`Operation`	Operation	PickList		Values: Equals, Not Equals, Less Than, Greater Than, Greater or Equal, Less or Equal.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`RecordTypeId`	Record Type	Guid, hidden
`SequenceNumber`	Sequence Number	Number
`ServiceContractId`	Item	Lookup → Item
`SKUId`	SKU	Lookup → SKU
`TargetValueType`	Target Value Type	PickList		Values: Fixed Value, Value Across Periods, Value Across Resources, Resource Target, Resource Target Percentage, Resource Target Last Period.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes
`Value`	Value	Currency		Plan-level default target figure. Note the engine evaluates against the per-participant IncentiveResourceTarget.value, not this field - a participant with no resource-target row does not qualify at all.
`ValuePercentage`	Value Percentage	Percent

Actions

Action	Label	Type	What it does
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`New`	New	New	New

InsuranceScheme — looks up via InsuranceSchemeId
IncentivePlan — looks up via IncentivePlanId
UserAccount — looks up via CreatedById
Financer — looks up via FinancerId
Item — looks up via ItemId
Account — looks up via AccountId
ItemLotType — looks up via ItemLotTypeId
ItemGroup — looks up via ItemGroupId
FinancerScheme — looks up via FinancerSchemeId
KPIConfiguration — looks up via KPIConfigurationId
AccountGroup — looks up via AccountGroupId
IncentiveResourceTarget — looks up via IncentiveTargetId
Item — looks up via ServiceContractId
SKU — looks up via SKUId
UserAccount — looks up via ModifiedById
UserAccount — looks up via OwnerId
CompensationSlab — looks up via ReferenceIncentiveTargetId
PerformanceKPI — referenced by via IncentiveTargetId
IncentiveLine — referenced by via IncentiveLineId

Incentive Target — entity reference

Fields

Actions

Related entities

Related topics