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

Scheme Slab — entity reference

One slab (tier) of a trade scheme: a set of Scheme Conditions that must be met and the Scheme Benefits granted when they are. Definition Filter Criteria decides how the slab's conditions combine and Reward Applicability decides which of its benefits are applied. The scheme engine tests the slabs of every applicable scheme in slab Sequence Number order, and the scheme's Multiple Fulfilment Treatment decides which qualifying slabs of one scheme are kept. When a slab applies, the document lines that received its discount or free item store a link to it, and a Scheme Ledger row records the consumption. Slabs are added from the Related tab or the Scheme Slab tab of a Scheme record; the entity has no menu entry of its own. Deleting a slab removes it from evaluation but leaves its conditions and benefits in place.

Fields

FieldLabelTypeRequiredWhat it does
AbsoluteSequenceNumberAbsolute Sequence NumberCalculatedPrimary sort key for slab evaluation, ahead of Sequence Number. Nothing fills it in and it is on no form, so it is 0 on every slab and Sequence Number decides the order in practice.
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DefinitionCustomLogicDefinition Custom LogicTextExpression over condition numbers such as {1} AND ({2} OR {3}), read only when Definition Filter Criteria is Custom Logic Is Met. {N} is the Nth condition by sequence among the conditions in force for the document (conditions outside their dates or scoped to another account are skipped, which shifts the numbers). NOT is ignored. The expression is evaluated as counts: without Use Lower Ratio for Rewards the slab takes the highest count of any condition in it, so an AND is satisfied by one met condition; with it, every condition in the expression must be met. An empty or unreadable expression means the slab never qualifies.
DefinitionFilterCriteriaDefinition Filter CriteriaPickListYesHow the slab's conditions combine. Always (No Criteria) qualifies once even without conditions. All Conditions Are Met needs every condition in force to be met. Any Condition Is Met needs at least one. Custom Logic Is Met evaluates Definition Custom Logic. A slab with no conditions never qualifies under All, Any or Custom Logic, and a slab with this field empty never qualifies. Values: All Conditions Are Met, Any Condition Is Met, Always (No Criteria), Custom Logic Is Met.
IdIdGuidYes
ModifiedByIdModified ByLookup → UserAccountYes
NameSlab NameTextYesSlab reference, numbered automatically from the SLN series when the slab is created. Shown in the Apply Schemes dialog.
OwnerIdOwnerLookup → UserAccountYes
ParentSchemeLineParent Scheme LineLookup → SchemeLineA link to another slab. Stored only; nothing reads it and it is on no form.
RecordTypeIdRecord TypeGuid, hidden
RewardAccountGroupReward Account GroupLookup → AccountGroupAn account group recorded on the slab. The scheme engine does not read it, so it does not limit who receives the slab's benefits; use the scheme's Account Group or a condition's Exclude Account Group instead.
RewardApplicabilityReward ApplicabilityPickListYesWhich of a qualifying slab's benefits are applied. All Rewards applies every benefit. Any One With Lowest Value and Any One With Highest Value apply one benefit, chosen automatically by its own figure (amount, percentage, points or free quantity, compared as plain numbers) or by the user on Apply Scheme. Custom Logic applies nothing automatically; it only applies one group of benefits from Reward Custom Logic through Apply Scheme. Values: All Rewards, Any One With Lowest Value, Any One With Highest Value, Custom Logic.
RewardCustomLogicReward Custom LogicTextExpression over benefit numbers, such as {1} OR ({2} AND {3}), read only when Reward Applicability is Custom Logic. Each OR branch is a group of benefits; Apply Scheme applies one group. Never used on automatic application.
SchemeIdSchemeLookup → SchemeYesThe scheme this slab belongs to. Filled in automatically when the slab is added from the scheme record.
SequenceNumberSequence NumberNumberYesOrder in which slabs are tested, lowest first, across all applicable schemes. Multiple Fulfilment Treatment uses this order: Apply First Fulfilled keeps the lowest-numbered qualifying slab and Apply Last Fulfilled the highest. The add-slab card starts at 1; the Scheme Slab form starts at 0.
TitleTitleTextOptional friendly name for the tier, such as 10+1. Shown in the Apply Schemes dialog, on catalogue scheme cards and in partner progress figures. Not on the Scheme Slab create form; the add-slab card on the scheme's Related tab and the slab's Details tab offer it.
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes
UseLowerConditionRatioUser Lower Ratio for RewardsBooleanYesWhen ticked, the slab takes the lowest qualification count and achievement ratio across its conditions instead of the highest, which makes Repeat Reward and Repeat Rewards In Ratio conservative and makes every condition of a custom logic expression mandatory. No effect with Always (No Criteria). Not on the shipped slab forms; an administrator adds it to the layouts.

Actions

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