AccountGroupId | Account Group | Lookup → AccountGroup | | Counts only documents whose customer is an active member of this group, and only when the group's Account Group Type is Scheme, which the seeded picklist does not contain. |
AccountId | Account | Lookup → Account | | Counts only documents for this customer account. Purchase orders and bills have no customer account, so they never count towards a target with an Account. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CurrencyIsoCode | Currency ISO Code | Text | | Copied to the quotas the target generates. |
CustomKPIFieldName | Custom KPI Field Name | Text | | For a Custom KPI target, the exact Performance KPI field name whose values are summed, such as TotalBillAmount. Documents never record rows for Custom KPI targets, so only imported rows are read. |
ExternalId | External | Text | | Identifier from an external system, for imports and integrations. |
FinancerId | Financer | Lookup → Financer | | Stored only; it does not filter what is counted. |
FinancerSchemeId | Financer Scheme | Lookup → FinancerScheme | | Stored only; it does not filter what is counted. |
Id | Id | Guid | Yes | |
IncentiveLineId | Incentive Line | Lookup → IncentiveLine | | The incentive line that scores the target. Not on the target form. A target without a line still gets quotas and accrues performance but never qualifies a slab, so set it when importing targets. |
IncentivePlanId | Incentive Plan | Lookup → IncentivePlan | | The plan the target belongs to; set automatically by the line builder. Performance accrues to the target, and quotas are generated for it, only when this is set. |
IncentiveTargetType | Incentive Target Type | PickList | | The measure for a target without a KPI configuration. Values that count: No Of Sale Orders, Sale Order Amount, Sale Order Quantity, Sale Amount, No Of Unique Invoices (counts different customer accounts invoiced), No Of Unique Items (needs an Item Group), Purchase Order Amount and Purchase Order Quantity; the engine also measures No Of Invoices and Invoice Quantity, which are not in the seeded picklist. Custom KPI gets no automatic performance rows. Every other value, including Sale Invoice Quantity, counts nothing. Values: No Of Purchase Orders, No Of Sale Orders, No Of Bills, No Of Finance, No Of Insurance, Sale Amount, Bill Amount, Parts Amount, Service Amount, WO Amount, Sale Order Amount, Purchase Order Amount, Finance Amount, Insurance Amount, Billed Hours, Spent Hours, Efficiency, Custom KPI, No Of Unique Invoices, Sale Order Quantity, Sale Invoice Quantity, Purchase Order Quantity, Bill Quantity, Repair Order Quantity, No Of Unique Items. |
InsuranceSchemeId | Insurance Scheme | Lookup → InsuranceScheme | | Stored only; it does not filter what is counted. |
ItemGroupId | Item Group | Lookup → ItemGroup | | Counts only lines whose item is an active member of this group, using the lines' Amount and quantity. Group members pinned to a SKU never match. Required for No Of Unique Items. Not used for targets with a KPI configuration. |
ItemId | Item | Lookup → Item | | Counts only lines of this item: amount types then use the matching lines' Amount instead of the document total, and count types such as No Of Sale Orders count nothing. Not used for targets with a KPI configuration. |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | Stored only; not used when counting performance. |
KPIConfigurationId | KPI Configuration | Lookup → KPIConfiguration | | When set, the target is scored from this KPI configuration's KPI data, and the target type, item and account filters and Custom KPI Field Name are not used. Generated quotas carry it, which is how the Targets by Resources grid groups them. Changing it regenerates the quotas. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Generated INT number from the incentive target numbering. Generated quota names start with it. |
Operation | Operation | PickList | | Optional pass/fail check between the achieved value and the quota, applied only to targets with a KPI configuration: Equals, Not Equals, Greater Than, Greater or Equal, Less Than, Less or Equal. Empty means the slab bands alone decide. Values: Equals, Not Equals, Less Than, Greater Than, Greater or Equal, Less or Equal. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | The target's position in its line, set by the line builder from the row order; custom logic such as {1} AND {2} refers to it. |
ServiceContractId | Item | Lookup → Item | | A second Item lookup that is on no form and is not used. |
SKUId | SKU | Lookup → SKU | | Stored only; not used when counting performance. |
TargetValueType | Target Value Type | PickList | | Where members' quotas come from. Fixed Value gives every member the Value in every open period; Value Across Periods divides it by the plan's period count; Value Across Resources divides it by the member count (rounded to two decimals). Resource Target, Resource Target Last Period and Resource Target Percentage generate nothing, so their quotas are imported. Values: Fixed Value, Value Across Periods, Value Across Resources, Resource Target, Resource Target Percentage, Resource Target Last Period. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Value | Value | Currency | | The figure quotas are generated from for Fixed Value, Value Across Periods and Value Across Resources; must be greater than zero for them. For a target with a KPI configuration it is also the quota for a member who has none. Changing it regenerates the quotas and resets hand-edited ones. The line builder shows no Value box for Value Across Resources, so set it on the record page. |
ValuePercentage | Value Percentage | Percent | | Scales the quota before comparing, for targets with a KPI configuration only; at 80% a quota of 100 is measured against 80. Not shown in the line builder. |
