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Home/Docs/Entity Reference/Financial Projection Line — entity reference
REFERENCE · Last reviewed

Financial Projection Line — entity reference

One expected receipt or payment inside a financial projection. Its main reader is the Cash Flow Forecast with the Include weighted pipeline option: the line's weighted amount (the stored Weighted Amount, otherwise Projected Net Amount times Probability Percent divided by 100, with an empty probability counting as 100) is placed in the month of its Expected Collection Date, under Expected Payments when the projection's type is Expense and under Expected Collections otherwise. Lines without an expected collection date are left out. The standard line create form has no Name field and lines have no numbering setting, so an administrator must add one before Quick Add can save a line.

Fields

FieldLabelTypeRequiredWhat it does
BranchIdBranchLookup → BranchBranch of the line. When the Cash Flow Forecast is scoped to a branch, only lines with that same branch count; a line with no branch is left out of a branch-scoped forecast.
BusinessUnitIdBusiness UnitLookup → BusinessUnitBusiness unit of the line. When the Cash Flow Forecast is scoped to a business unit, only lines with that same unit count.
CostCenterIdCost CenterLookup → CostCenterCost center the line relates to. Reference only; the forecast cannot be scoped by cost center.
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreatedDateTimeDateAndTimeYes
ExpectedCollectionDateExpectedCollectionDateDateWhen the cash is expected to arrive, or to leave for an Expense projection. The only date the Cash Flow Forecast reads, and required for the line to appear there. A date before the forecast's first month goes into the first month; a date beyond the horizon goes into the last month.
ExpectedInvoiceDateExpectedInvoiceDateDateWhen the line is expected to be billed. Reference only.
ExpectedRevenueDateExpectedRevenueDateDateWhen the revenue is expected to be recognised. Reference only.
FinancialProjectionIdFinancial ProjectionLookup → FinancialProjectionThe projection the line belongs to. Filled in automatically when the line is added from the projection's Lines tab.
FiscalPeriodIdFiscal PeriodLookup → FiscalPeriodThe period the amount is planned in, for analysis. The forecast places the amount by Expected Collection Date instead.
GLAccountIdGL AccountLookup → GLAccountThe account the projected amount belongs to. Optional on the form; the Cash Flow Forecast does not use it.
GSTRegistrationIdGST RegistrationLookup → GSTRegistrationGST registration of the line. When the Cash Flow Forecast is scoped to a registration, only lines with that same registration count.
IdIdGuidYes
ItemIdItemLookup → ItemThe product or service the line is about. Reference only.
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextYes
OwnerIdOwnerLookup → UserAccountYes
PartnerAccountIdPartner AccountLookup → AccountThe company whose plan this is. The forecast selects projections by the projection header's company, not by this line field.
PartyAccountIdParty AccountLookup → AccountThe customer or supplier the line is expected with, as opposed to Partner Account, which is the company doing the planning. Not on the standard forms and not read by the forecast.
ProbabilityPercentProbabilityPercentPercentConfidence in the line as a whole percentage from 0 to 100, for example 75 for 75 percent. Multiplies Projected Net Amount when Weighted Amount is empty; an empty probability counts as 100.
ProjectedAmountProjectedAmountCurrencyGross expected amount, for reference. Not added to any forecast or statement.
ProjectedNetAmountProjectedNetAmountCurrencyThe amount the forecast uses, entered as a positive number. The projection's type, not the sign, decides whether it counts as a receipt or a payment.
ProjectedTaxAmountProjectedTaxAmountCurrencyExpected tax amount, for reference. Not added to any forecast or statement.
ProjectIdProjectLookup → ProjectProject the line relates to. Reference only.
RecordTypeIdRecordTypeIdGuid
ReferenceIdReferenceIdGuidIdentifier of the record named by Reference Type. Not enforced and not read.
ReferenceTypeReferenceTypeTextFree-text name of the kind of record the line came from, such as an opportunity. Not enforced and not read.
RemarksRemarksTextNotes about the line.
StatusStatusTextFree-text status for the line. Not set or read by the platform.
UIPropsUIPropsText
UpdatedDateTimeUpdatedDateTimeDateAndTimeYes
WeightedAmountWeightedAmountCurrencyOptional stored probability-adjusted amount. When it has a value the forecast uses it as is instead of net amount times probability. Not on the standard forms and not calculated by the platform.

Actions

ActionLabelTypeWhat it does
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteEntityDeleteDeleteDeleteEntity
DeleteRowDeleteDeleteDeleteRow
EditEntityEditEditEditEntity
EditInLineEditEditInlineEditInLine
EditRowEditEditEditRow
NewNewNewNew
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