One interval of a Per Period trade scheme, added on the scheme's Period tab. When a scheme has periods, each order or invoice counted by Perform KPI Calculation is recorded against the period that covers its document date (a document outside every period is not recorded for that scheme), and at evaluation only the performance of the covering period counts. A document date in no period, or a scheme with no periods, counts all of the scheme's recorded performance. Periods are generated automatically on the scheme's first save only for the Period Type values Yearly, Quarterly, Monthly, Weekly, Bi-Weekly and Daily; the shipped values Validity Period and Per Order generate none, so periods are normally added by hand. Scheme periods are in no app menu.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DateFrom | Date From | Date | | First day of the period, included. Blank means no start limit. |
DateTo | Date To | Date | | Last day of the period, included. Blank means no end limit. Nothing checks that it is after Date From, so keep periods back-to-back without gaps or overlaps. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Scheme Period Name | Text | Yes | Your name for the interval, such as April 2026. Required. Periods generated automatically from a recognised Period Type are not given a value here. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SchemeId | Scheme | Lookup → Scheme | Yes | The scheme this period belongs to. Filled in when the period is added from the scheme's Period tab. |
Status | Status | PickList | | Not Run, Calculated, Approved or Posted. For tracking only: nothing in xMatix sets or reads it, and it does not enable or disable the period. Values: Not Run, Calculated, Approved, Posted. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteListRow | Delete | Delete | EditListRow |
Edit | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
