A named set of items used to scope pricing, tax, discount, scheme, incentive, cycle-count and mobile-selling rules without listing every item. Membership lives in ItemGroupMember rows, which are either maintained by hand or rebuilt from ItemGroupRule clauses by the ProcessMembers server action; itemGroupType labels the group's purpose so each engine can pick out its own groups. In practice only some consumers actually read an item-group scope - the scheme engine, discount resolution, incentive targets, cycle-count population, inventory-valuation policy, branch time-slot booking and mobile selling scope do - while TaxGroupRule, ComplaintFault, VisitPlan, VisitRoute, KPIConfiguration, GLAccount and PartnerAccountMapping store an item group that no resolver ever consults.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | |
DynamicMemberType | Dynamic Member Type | PickList | | Chooses how membership is sourced. The exact value 'Report Data' makes the member-processing action skip the group entirely, because report-sourced membership has no engine yet; any other value (including empty) is treated as rule-driven. |
Id | Id | Guid | Yes | |
ItemGroupType | Item Group Type | PickList | Yes | Labels what the group is for, and engines select their groups by matching this exact string - notably 'Discount' for discount resolution and 'Scheme' for the scheme engine. A group with the wrong or an empty type is simply never picked up. Values: Complaint, Tax, Discount, Scheme. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
ReportId | Report | Text | | Intended to name the report that supplies members when membership is report-sourced. |
RuleSuccessCriteria | Rule Success Criteria | PickList | | Combines the group's rules: the engine recognises only the exact strings 'Always (No Criteria)' (every item matches), 'All Rules Are Met', 'Any Rule Is Met' and 'Custom Logic Is Met'. |
RuleSuccessCustomLogic | Rule Success Custom Logic | Text | | A boolean expression over rule positions, for example '1 and (2 or 3)', where each number is the one-based position of a rule in sequence order. It is evaluated only when the success criteria is set to custom logic. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Delete in page. |
EditInList | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
ProcessMembers | ProcessMembers | ServerAction (ProcessMembers, async) | ProcessMembers |
UIAction | UI Action | UIAction | UI Action |
