xMatix
Sign in Request demo
xMatix
PRODUCTS
SalesField SalesCRMRewardsClaimsInventoryProcurementWarehouse ManagementField ServiceServiceSupportTelephony & MessagingFinance & AccountingPayrollExpense ManagementCommercePortalsAnalytics & ReportingData StudioMobile AppSee all products →
PLATFORM
Platform overviewApp BuilderAutomationIntegrationsSecurity & GovernanceChange ManagementDevelopers
SENSE AI
Sense AI overviewSense AssistSense ControlSense VisionAI StudioTrust & governanceIn Claude & ChatGPTUse cases
SOLUTIONS
FMCG & DistributionManufacturing & Dealer NetworksAutomotive & DealershipsPharma & HealthcareConsumer DurablesAgri-InputsBuilding MaterialsService NetworksWarehousing & 3PLFinancial AccountingERP SoftwareIndia GST ComplianceUAE VAT & e-InvoicingSaudi ZATCA & VATAll solutions →
RESOURCES
Knowledge CenterDeveloper & CLIBlogGuidesWhat is xMatix?Company facts
COMPANY
AboutCareersPartnersEventsContactAuthorsLegal
Sign in Request demo
Home/Docs/Entity Reference/Scheme Period — entity reference
REFERENCE · Last reviewed

Scheme Period — entity reference

A date slice of a Scheme, generated automatically on scheme insert from the scheme's periodType (Yearly one row, Quarterly/Monthly/Weekly/Bi-Weekly/Daily one row per interval across validFrom-validTo). Used by per-period scheme types: the engine finds the period covering the document date and aggregates PerformanceKPI accrual rows keyed by schemeId + schemePeriodId to test period-total conditions.

Fields

FieldLabelTypeRequiredWhat it does
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DateFromDate FromDate
DateToDate ToDate
IdIdGuidYes
ModifiedByIdModified ByLookup → UserAccountYes
NameScheme Period NameTextYes
OwnerIdOwnerLookup → UserAccountYes
RecordTypeIdRecord TypeGuid, hidden
SchemeIdSchemeLookup → SchemeYes
StatusStatusPickListValues: Not Run, Calculated, Approved, Posted.
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes

Actions

ActionLabelTypeWhat it does
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteListRowDeleteDeleteEditListRow
EditEditEditEdit
EditListHeaderEditEditInlineEditListHeader
EditListRowEditEditEditListRow
NewNewNewNew