One qualifying test under a Scheme Slab (schemeLineId): conditionType picks what is measured on the document or period (Quantity, Value, Value With Tax, Item Quantity/Value/Value With Tax against itemId, Item Group Quantity/Value/Value With Tax against itemGroupId, or Unique Item Count), conditionOperator compares it (Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal) with conditionQuantity or conditionValue as the threshold. For the Greater Than operators the engine also derives a qualification count (floor of reached/threshold), which drives repeatable rewards. Conditions carry their own validity window and account/account-group scoping that further narrows when they count.
Fields
| Field | Label | Type | Required | What it does |
AccountGroupId | Account Group | Lookup → AccountGroup | | |
AccountId | Account | Lookup → Account | | |
ConditionOperator | Condition Operator | PickList | Yes | Comparison against the threshold: Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal. For the two Greater Than operators the engine also derives a qualification count of floor(reached/threshold), which multiplies repeatable rewards. Values: Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal. |
ConditionQuantity | Condition Quantity | Number | | Threshold for quantity-flavoured condition types (Quantity, Item Quantity, Item Group Quantity, Unique Item Count); value-flavoured types use ConditionValue instead. |
ConditionType | Condition Type | PickList | Yes | What the condition measures: Quantity, Value or Value With Tax over the whole document; Item Quantity, Item Value or Item Value With Tax scoped to ItemId; Item Group Quantity, Item Group Value or Item Group Value With Tax scoped to ItemGroupId; or Unique Item Count. Per Period schemes measure the same types over accumulated period totals instead of the single document. Values: Quantity, Value, Value With Tax, Item Quantity, Item Value, Item Value With Tax, Item Group Quantity, Item Group Value, Item Group Value With Tax, Unique Item Count. |
ConditionValue | Condition Value | Currency | | Currency threshold for value-flavoured condition types (Value, Value With Tax, Item Value, Item Group Value and their With Tax variants); quantity types use ConditionQuantity instead. |
ConversionRatio | Conversion Ratio | Number | | |
ConversionRatio1 | Conversion Ratio 1 | Number | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExcludeAccountGroupId | Exclude Account Group | Lookup → AccountGroup | | Documents whose account belongs to this group fail the condition's account scope - a customer carve-out. |
ExcludeItemGroupId | Exclude Item Group | Lookup → ItemGroup | | Items belonging to this group are excluded from the condition's aggregation even when they match ItemId/ItemGroupId - a carve-out list for the qualification. |
IAItemGroupId | Item Group | Lookup → ItemGroup | | |
Id | Id | Guid | Yes | |
ItemGroupId | Item Group | Lookup → ItemGroup | | |
ItemId | Item | Lookup → Item | | |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
RewardGroup | Reward Group | Text | | |
RoundOffConditionQuantity | Round Off Condition Quantity | Boolean | Yes | When computing the target-to-achievement ratio, floor the reached value first - partial units do not count toward ratio-based repeat rewards. |
SchemeId | Scheme | Lookup → Scheme | | |
SchemeLineId | Scheme Slab | Lookup → SchemeLine | | |
SequenceNumber | Sequence Number | Number | Yes | |
SKUId | SKU | Lookup → SKU | | |
Title | Title | Text | | |
UIProps | UI Props | Text | | |
UOM | UOM | PickList | | Values: Pack, Each. |
UOM1 | UOM 1 | PickList | | Values: Pack, Each. |
UOMQuantity | UOM Quantity | Number | | |
UOMQuantity1 | UOM Quantity 1 | Number | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
UseInRatioCalculation | Use In Ratio Calculation | Boolean | Yes | Marks this condition as the one whose target-to-achievement ratio feeds ratio-based repeat rewards when the slab combines several conditions. |
ValidFrom | Val From | Date | | |
ValidTo | Val To | Date | | |
Actions
| Action | Label | Type | What it does |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteListHeader | Delete | Delete | DeleteListHeader |
DeleteListRow | Delete | Delete | DeleteListRow |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | EditInLine |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
| Scheme for Scheme Condition | SchemeLineId | |