Erp Accounts

ERP entity for financial account data. This entity is matched with CRM accounts to enable cross-system account identification.

Fields

Entity	Field Name	Display Name	Data Type	Field Length	Description	Deprecated	Field Name Sfdc	Field Name Msdyn
erp_accounts	_sys_as_of	As of Date	DATETIME		The date of the last data request from the platform	false
erp_accounts	_sys_doc_id	Doc ID	STRING	50	Unique record identifier, based on the ID of the document in the remote system (such as Salesforce ID)	false
erp_accounts	_sys_filt_end_date	Filter End Date	DATE		The end date of the record, stripped of time	false
erp_accounts	_sys_filt_start_date	Filter Start Date	DATE		The start date of the record, stripped of time	false
erp_accounts	_sys_last_modified_on	Last Modified On	DATETIME		The date of the last data modification in the platform	false
erp_accounts	_sys_ssr_id	SSR ID	STRING	50	Id of the SSR document the record belongs to	false
erp_accounts	crm_account_id	CRM account ID	STRING	50	If available the CRM Id	false
erp_accounts	crm_owner_id	CRM Owner ID	STRING	50	If available the CRM Owner Id	false
erp_accounts	erp_account_type	ERP Account Type	STRING	50	Account type in the ERP	false
erp_accounts	erp_addr_city	ERP Address City	STRING	150	Account's city in the ERP	false
erp_accounts	erp_addr_country	ERP Address Country	STRING	150	Account's country in the ERP	false
erp_accounts	erp_addr_postal_code	ERP Address Postal Code	STRING	150	Account's postal code in the ERP	false
erp_accounts	erp_addr_state	ERP Address State	STRING	150	Account's state in the ERP	false
erp_accounts	erp_addr_street	ERP Address Street	STRING	150	Account's street in the ERP	false
erp_accounts	erp_created_on	ERP Created On	DATETIME		Account creation date in the ERP	false
erp_accounts	erp_creator_id	ERP Creator ID	STRING	50	Account creator's ID in the ERP	false
erp_accounts	erp_description	ERP Description	STRING	500	The description	false
erp_accounts	erp_modified_on	CRM Modified On	DATETIME		Account modified on a date in the CRM	false
erp_accounts	erp_name	ERP Name	STRING	150	The name of the account	false
erp_accounts	erp_owner_email	ERP Owner Email	STRING	150	The email of the owner in the ERP for lookup purposes	false
erp_accounts	erp_owner_id	ERP Owner ID	STRING	50	Account owner's ID in the ERP	false
erp_accounts	erp_owner_name	ERP Owner Name	STRING	150	The name of the owner in the ERP for lookup purposes	false
erp_accounts	erp_parent_id	ERP Parent ID	STRING	50	Account's parent ID in the ERP	false
erp_accounts	erp_web_url	ERP Web URL	STRING	150	The account's URL in the ERP	false
erp_accounts	trueai_account_id	TrueAI Account ID	STRING	50	The matched-up CRM account sys id	false
erp_accounts	trueai_addr_city	Address City	STRING	50	ERP Account's city	false
erp_accounts	trueai_addr_country	Address Country	STRING	50	ERP Account's country	false
erp_accounts	trueai_addr_lat	Address Lat	FLOAT		ERP Account's latitude	false
erp_accounts	trueai_addr_long	Address Long	FLOAT		ERP Account's longitude	false
erp_accounts	trueai_addr_state	Address State	STRING	50	ERP Account's state	false
erp_accounts	trueai_created_on	Created On	DATETIME		Account creation date	false
erp_accounts	trueai_creator_id	Creator ID	STRING	50	Account creator's id	false
erp_accounts	trueai_owner_id	Owner ID	STRING	50	Account owner's id	false

Rules

Model	Rule Name	Sys Doc Id	Description	Is Default Rule
ErpAccountsMasterId	ERP_ACCOUNT_CRM_ACCOUNT_ID	141001	Crm account id present on erp account	true
ErpAccountsMasterId	ERP_ACCOUNT_NAME_MATCH	141002	No crm account id present on erp account, but found a match between erp account's name and account's name	false
ErpAccountsMasterId	NO_MATCH_FOUND	141003	No crm account id present on erp account, no match between erp account's name and account's name found, return null	false