One member document inside a PaymentBatch. Amount is the line's contribution to the batch and is the only value the roll-up helper sums. Like its parent, nothing in the current code base creates these rows outside tests.
Fields
| Field | Label | Type | Required | What it does |
Amount | Amount | Currency | | This line's contribution to the batch, and the only field the batch roll-up sums (skipping soft-deleted lines). It is not validated against the amount of the document the line points at, so the two can disagree. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
LineNumber | Line Number | Number | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
PartyAccountId | Party Account | Lookup → Account | | The counterparty on this line — the vendor being paid or the customer whose receipt is being deposited. It duplicates what the referenced source document already holds and is not kept in step with it, so treat it as a snapshot taken when the line was entered. |
PaymentBatchId | Payment Batch | Lookup → PaymentBatch | | |
RecordTypeId | Record Type | Guid, hidden | | |
SourceEntityName | Source Entity Name | Text | | Names the entity of the document this line stands for, forming a polymorphic pointer together with SourceRecordId. |
SourceRecordId | Source Record | Guid | | The identifier of the referenced document, meaningful only in combination with SourceEntityName. It is deliberately not a foreign key, so nothing prevents it pointing at a deleted or non-existent record and no cascade or integrity check applies; resolve it by querying the named entity. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteEntity | Delete | Delete | DeleteEntity |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
NewInLine | New | NewInline | NewInLine |