One source record's contribution to one KPI Data row. The KPI configuration accrual writes exactly one line per source record and KPI Data row (a record that counts for several approved plans has a line in each plan's row), overwrites it when the record is saved again, moves or deletes it when the record changes member, period or stops passing the rules, and deletes it when the record is deleted. Lines in Approved or Posted incentive periods are never changed. After writing, the accrual recalculates the row's KPI Value Sum (total of the lines' KPI Value), KPI Value Count (number of lines) and Reward Value Sum (total of Reward Value) from all of its lines. Recalculate KPI Data deletes every line of the configuration in open periods and writes them again. On the standard screens the lines are read-only; they appear on the Related tab of a KPI Data record, whose standard list is not filtered to that row. Lines changed by import do not move the row's totals until the accrual next writes the row.
Fields
| Field | Label | Type | Required | What it does |
|---|
BillNo | Bill No | Text | | Never filled in by the accrual. Use Source Record to identify the contributing record. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DetailName | Detail Name | Text | | Not stored: shown on the line's page but never saved, so it is always empty. |
Id | Id | Guid | Yes | |
IncentivePlanId | Incentive Plan | Lookup → IncentivePlan | | Not stored: the plan is on the KPI Data row, not on the line. |
KPIDataId | KPI Data | Lookup → KPIData | | The KPI Data row (configuration, plan, period and member) this line counts towards. |
KPIValue | KPI Value | Number | | The record's value from the configuration's Value Field Name (second box), the value that is scored. KPI Value Sum on the row is the total of this field. For a Count Distinct configuration it is 1 when the record has a key and 0 when it has none. |
KPIValue2 | KPI Value | Number | | The record's value from the configuration's Value Field Name (first box). Labelled KPI Value like the scored value, but not added to any total and not scored. The standard detail list shows this field in its KPI Value column. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Written by the accrual as the KPI configuration's name, a dot, then the source record's ID. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
RewardValue | Reward Value | Number | | The record's value from the configuration's Reward Field Name, or 0 when the configuration has none. Reward Value Sum on the row is the total of this field. |
SaleDoc | Sale Doc | Text | | For a Count Distinct configuration only: the record's key (the value of Value Field Name as text). The row counts the different keys. Empty for every other value function. |
SourceRecordId | Source Record | Text | | The ID of the record that contributed, as text. Open the configuration's object and find the record with this ID to check it. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
