Field Mapping for Financial Account Transaction
When you plan to migrate metadata and data for the Financial Account Transaction object from the Financial Services Cloud managed package to the standard data model, refer to the field mapping.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Financial account transaction details are represented using the Financial Account Transaction object both in the Financial Management Cloud managed package and in the standard data model.
| Managed Package API Name | Managed Package Data Type | Standard API Name | Standard Data Type | Notes |
|---|---|---|---|---|
| Amount__c | Currency (16,2) | Amount | Currency | — |
| Description__c | Text (255) | Description | Text | — |
| FinancialAccount__c | Lookup (FinancialAccount) | FinancialAccountId | Master/Detail | — |
| PostDate__c | Date/Time | PostedDate | DateTime | — |
| SourceSystemId__c | Text (100) (External ID) | SourceSystemIdentifier | Text(ExternalId) | — |
| TransactionDate__c | Date/Time | TransactionDate | DateTime | — |
| — | — | Name | Auto Number | — |
| TransactionStatus__c | Picklist | Status | Picklist (Dynamic Enum) | — |
| TransactionType__c | Picklist | Type | Picklist (Dynamic Enum) | — |
| — | — | SubType | Picklist (Dynamic Enum) | — |
| — | — | DebitCreditIndicator | Picklist (Static Enum) | — |
| AllocatedEscrowPayment__c | Currency | — | — | In the standard data model, allocated escrow payment is represented as a picklist option within the SubType field. |
| AllocatedFeeAmount__c | Currency | — | — | In the standard data model, allocated fee amount is represented as a picklist option within the SubType field. |
| AllocatedInterestAmount__c | Currency | — | — | In the standard data model, allocated interest amount is represented as a picklist option within the SubType field. |
| AllocatedPrincipalAmount__c | Currency | — | — | In the standard data model, allocated principal amount is represented as a picklist option within the SubType field. |
| BillingStatements__c | Reference | — | — | — |
| CardAccountID__c | String | — | — | — |
| Claim__c | Reference | — | — | — |
| DisputeReason__c | Picklist | — | — | — |
| EscrowBalance__c | Currency | — | — | In the standard data model, escrow balance is represented as a picklist option within the SubType field. |
| InsurancePolicy__c | Reference | — | — | — |
| MerchantCategoryCode__c | String | — | — | — |
| PrincipalBalance__c | Currency | — | — | In the standard data model, principal balance is represented as a picklist option within the SubType field. |
| RunningBalance__c | Currency | — | — | In the standard data model, running balance is represented as a picklist option within the SubType field. |
| SourceTransactionType__c | String | — | — | — |
| TransactionId__c | Text | TransactionIdentifier | Text | — |
| WaiverReason | Picklist | — | — | — |
| — | — | TransactionCode | Text | — |
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