A dated posting of a Resource to a selling organisation - a partner account and/or a branch - for a date window, plus an optional reporting manager. It is what authorises a resource to raise documents for a given partner account or branch, and it is what the platform reads to derive a new document's partner account and branch when the resource has no default pair set: candidates in the document's date window are ordered by AssignmentSequenceNumber (then id) and the first one wins. In the authorisation check a null partner account or null branch on the row acts as a wildcard matching anything, and a row with both legs null within the window is treated as a blanket default that skips the check entirely. It also anchors ResourceAssignmentRule rows used to auto-pick a resource for a document, and Employee rows point at it.
Fields
| Field | Label | Type | Required | What it does |
|---|
AssignmentSequenceNumber | Assignment Sequence Number | Number | | The tie-breaker when a resource has several in-window postings: candidates are sorted ascending on this number (rows without one sort last) and the first is used to stamp the document's partner account and branch. It is a priority order, not a count or a line number. |
BranchId | Branch | Lookup → Branch | | The branch half of the posting, with the same wildcard semantics as the partner account - null matches any branch rather than restricting to none. When the resource has no default pair, this is one of the two values copied onto a new document. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
EmployeeId | Employee | Lookup → Employee | | Reach the Employee from its own ResourceId (or from its PartnerResource link) instead of using this field. |
FromDate | From Date | Date | | Opens the posting's validity window, compared against the document's own document date (falling back to now) rather than against today. Empty means open-ended in the past, so a blank from-date does not disable the row. |
Id | Id | Guid | Yes | |
ManagerResourceId | Manager | Lookup → Resource | | The manager for this specific posting, which can differ from the person's own manager on the Resource record - it lets someone report to a different manager while working for a particular partner account or branch. Nothing keeps the two in sync. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The selling organisation this posting authorises the resource for. A null value here is a wildcard rather than 'none': the authorisation check treats a row with no partner account as matching any partner account, and a row with both partner account and branch null inside the date window acts as a blanket permission that bypasses the check entirely. |
PartnerResourceCode | Code | Text | | The partner organisation's own code for this person, kept so external files and integrations can be matched back to the posting. It is free text with no uniqueness enforcement and is not used by any platform lookup. |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Resource | Lookup → Resource | | |
RuleSuccessCriteria | Rule Success Criteria | Text | | Chooses how the attached ResourceAssignmentRule rows combine when auto-picking a resource for a document - all rules must pass, any one may pass, or assign unconditionally. There is a live value mismatch: the engine compares against the spaced forms 'All Rules Are Met', 'Any Rule Is Met' and 'Always (No Criteria)', while the shipped picklist stores the concatenated forms without spaces, and those picklist entries are inactive. |
RuleSuccessCustomLogic | Rule Success Custom Logic | Text | | A slot for a custom boolean expression combining the assignment rules, mirroring the same field on account and item groups. |
ToDate | To Date | Date | | Closes the posting's validity window, also evaluated against the document date rather than today - which is why back-dating a document can legitimately pick up a posting that has since expired. Empty means open-ended. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Branch For Partner Account | BranchId | Branch For Partner Account |
| Partner Account | PartnerAccountId | |
