One contributing source document under a KPIData aggregate - the drill-down line that shows which document produced how much of the parent total. kPIDataId links to the aggregate row; billNo identifies the source document and kpiValue/rewardValue carry that document's contribution to the KPI and reward totals. Use it to explain or audit a KPIData figure document by document.
Fields
| Field | Label | Type | Required | What it does |
|---|
BillNo | Bill No | Text | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DetailName | Detail Name | Text | | |
Id | Id | Guid | Yes | |
IncentivePlanId | Incentive Plan | Lookup → IncentivePlan | | |
KPIDataId | KPI Data | Lookup → KPIData | | |
KPIValue | KPI Value | Number | | |
KPIValue2 | KPI Value | Number | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
RewardValue | Reward Value | Number | | |
SaleDoc | Sale Doc | Text | | |
SourceRecordId | Source Record | Text | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
