Scheme Ledger — entity reference

The applied-scheme record: one row per document line that has a scheme applied, mirrored from the line state by the scheme engine on every save (rows for lines that no longer carry a scheme are deleted). Links the scheme/slab/benefit to the exact document line across Orders, Invoices, Credit Notes, Purchase Orders, Bills and Service Orders. This ledger is the source of record for enforcement: validCount apply-count limits and scheme/partner budget utilization are computed from it live, and inserting/updating rows triggers the account-budget utilization upsert. Not user-maintained - it is derived from transactions, and data sync deliberately protects it from being imported.

Fields

Actions

Lookup filters

Related entities

• UserAccount — looks up via ModifiedById
• Quote — looks up via QuoteId
• PurchaseOrder — looks up via PurchaseOrderId
• PurchaseOrderLine — looks up via PurchaseOrderLineId
• OrderLine — looks up via OrderLineId
• Opportunity — looks up via OpportunityId
• Account — looks up via AccountId
• SchemeLine — looks up via SchemeLineId
• Branch — looks up via BranchId
• Bill — looks up via BillId
• Account — looks up via PartnerAccountId
• ServiceOrderLine — looks up via ServiceOrderLineId
• Order — looks up via OrderId
• BillLine — looks up via BillLineId
• Invoice — looks up via InvoiceId
• UserAccount — looks up via OwnerId
• SchemeBenefit — looks up via SchemeBenefitId
• UserAccount — looks up via CreatedById
• ServiceOrder — looks up via ServiceOrderId
• InvoiceLine — looks up via InvoiceLineId
• ClaimLine — referenced by via SchemeLedgerId
• SchemeAccountBudgetUtilization — referenced by via SchemeLedgerId

Related topics

• Entity reference index
• Customizing xMatix