TransactionJournal

Represents proof of sale of parts and accessories submitted by a dealer to the vehicle manufacturer. This report can also be used for rebate payout calculations. This object is available in Automotive Cloud in API version 56.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The dealer account associated with the record. This field is a relationship field.
  • Relationship Name: Account
  • Relationship Type: Lookup
  • Refers To: Account

ActivityDate

  • Type: dateTime
  • Properties: Create, Filter, Sort, Update
  • Description: The date of the transaction.

ErrorDescription

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the error in the journal record.

ExternalTransactionNumber

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The transaction number from the external systems.

InvoiceDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date the invoice was generated.

JournalDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date of the journal.

JournalTypeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The type of journal transaction. This field is a relationship field.
  • Relationship Name: JournalType
  • Relationship Type: Lookup
  • Refers To: JournalType

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user viewed this record.

MemberId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The rebate program member associated with this record. This field is a polymorphic relationship field.
  • Relationship Name: Member
  • Relationship Type: Lookup
  • Refers To: RebateProgramMember

Use this field if you have enabled Rebate Management in your org and the dealer submitting the transaction is part of a rebate program.

Note

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Autogenerated unique identifier of the transaction journal record.

OrderId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The order associated with the transaction. This field is a relationship field.
  • Relationship Name: Order
  • Relationship Type: Lookup
  • Refers To: Order

OrderItemId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The order items associated with the transaction. This field is a relationship field.
  • Relationship Name: OrderItem
  • Relationship Type: Lookup
  • Refers To: OrderItem

ProductCategoryId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The category of the product associated with the transaction. This field is a relationship field.
  • Relationship Name: ProductCategory
  • Relationship Type: Lookup
  • Refers To: ProductCategory

ProductId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The product associated with the transaction. This field is a relationship field.
  • Relationship Name: Product
  • Relationship Type: Lookup
  • Refers To: Product2

Quantity

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The product quantity associated with the transaction.

QuantityUnitOfMeasureId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The unit of measure associated with the record. This field is a relationship field.
  • Relationship Name: QuantityUnitOfMeasure
  • Relationship Type: Lookup
  • Refers To: UnitOfMeasure

RebatePgmReferenceNumber

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The reference number of the rebate program in which the dealer is enrolled.

Use this field if you have enabled Rebate Management in your org and the dealer submitting the transaction is part of a rebate program.

Note

ReferenceRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The record of an asset or vehicle that's associated with this transaction. This field is a polymorphic relationship field.
  • Relationship Name: ReferenceRecord
  • Relationship Type: Lookup
  • Refers To: Asset, Vehicle

ShipToAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The customer or partner account associated with the transaction. This field is a relationship field.
  • Relationship Name: ShipToAccount
  • Relationship Type: Lookup
  • Refers To: Account

TradedFromAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The account of the dealer who sells a product to another dealer or distributor who further fulfills the final demand. This field is a relationship field.
  • Relationship Name: TradedFromAccount
  • Relationship Type: Lookup
  • Refers To: Account

TradedToAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The account of the dealer who purchases a product from another dealer or distributor to complete their inventory requirement. This field is a relationship field.
  • Relationship Name: TradedToAccount
  • Relationship Type: Lookup
  • Refers To: Account

TransactionAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total amount of the transaction.

UsageType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description: Type of journal record. Possible values are: Analytics, Loyalty, Rebates, or Auto.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.