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Home/Docs/Entity Reference/Scheme Condition — entity reference
REFERENCE · Last reviewed

Scheme Condition — entity reference

One qualifying test under a Scheme Slab (schemeLineId): conditionType picks what is measured on the document or period (Quantity, Value, Value With Tax, Item Quantity/Value/Value With Tax against itemId, Item Group Quantity/Value/Value With Tax against itemGroupId, or Unique Item Count), conditionOperator compares it (Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal) with conditionQuantity or conditionValue as the threshold. For the Greater Than operators the engine also derives a qualification count (floor of reached/threshold), which drives repeatable rewards. Conditions carry their own validity window and account/account-group scoping that further narrows when they count.

Fields

FieldLabelTypeRequiredWhat it does
AccountGroupIdAccount GroupLookup → AccountGroup
AccountIdAccountLookup → Account
ConditionOperatorCondition OperatorPickListYesComparison against the threshold: Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal. For the two Greater Than operators the engine also derives a qualification count of floor(reached/threshold), which multiplies repeatable rewards. Values: Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal.
ConditionQuantityCondition QuantityNumberThreshold for quantity-flavoured condition types (Quantity, Item Quantity, Item Group Quantity, Unique Item Count); value-flavoured types use ConditionValue instead.
ConditionTypeCondition TypePickListYesWhat the condition measures: Quantity, Value or Value With Tax over the whole document; Item Quantity, Item Value or Item Value With Tax scoped to ItemId; Item Group Quantity, Item Group Value or Item Group Value With Tax scoped to ItemGroupId; or Unique Item Count. Per Period schemes measure the same types over accumulated period totals instead of the single document. Values: Quantity, Value, Value With Tax, Item Quantity, Item Value, Item Value With Tax, Item Group Quantity, Item Group Value, Item Group Value With Tax, Unique Item Count.
ConditionValueCondition ValueCurrencyCurrency threshold for value-flavoured condition types (Value, Value With Tax, Item Value, Item Group Value and their With Tax variants); quantity types use ConditionQuantity instead.
ConversionRatioConversion RatioNumber
ConversionRatio1Conversion Ratio 1Number
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
ExcludeAccountGroupIdExclude Account GroupLookup → AccountGroupDocuments whose account belongs to this group fail the condition's account scope - a customer carve-out.
ExcludeItemGroupIdExclude Item GroupLookup → ItemGroupItems belonging to this group are excluded from the condition's aggregation even when they match ItemId/ItemGroupId - a carve-out list for the qualification.
IAItemGroupIdItem GroupLookup → ItemGroup
IdIdGuidYes
ItemGroupIdItem GroupLookup → ItemGroup
ItemIdItemLookup → Item
ItemLotTypeIdItem Lot TypeLookup → ItemLotType
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextYes
OwnerIdOwnerLookup → UserAccountYes
PartnerAccountIdPartner AccountLookup → Account
RecordTypeIdRecord TypeGuid, hidden
RewardGroupReward GroupText
RoundOffConditionQuantityRound Off Condition QuantityBooleanYesWhen computing the target-to-achievement ratio, floor the reached value first - partial units do not count toward ratio-based repeat rewards.
SchemeIdSchemeLookup → Scheme
SchemeLineIdScheme SlabLookup → SchemeLine
SequenceNumberSequence NumberNumberYes
SKUIdSKULookup → SKU
TitleTitleText
UIPropsUI PropsText
UOMUOMPickListValues: Pack, Each.
UOM1UOM 1PickListValues: Pack, Each.
UOMQuantityUOM QuantityNumber
UOMQuantity1UOM Quantity 1Number
UpdatedDateTimeModified DateDateAndTimeYes
UseInRatioCalculationUse In Ratio CalculationBooleanYesMarks this condition as the one whose target-to-achievement ratio feeds ratio-based repeat rewards when the slab combines several conditions.
ValidFromVal FromDate
ValidToVal ToDate

Actions

ActionLabelTypeWhat it does
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteListHeaderDeleteDeleteDeleteListHeader
DeleteListRowDeleteDeleteDeleteListRow
EditEditEditEdit
EditInLineEditEditInlineEditInLine
EditListHeaderEditEditInlineEditListHeader
EditListRowEditEditEditListRow
NewNewNewNew

Lookup filters

FilterLookup fieldNotes
Scheme for Scheme ConditionSchemeLineId