This entity is accessible from Transactions and Sales menu items.
The Designation entity is a support entity that contains the information about Designations.
The fields available in this entity are:
- Name: The name of the Designation record.
- Code: A Text field for an internal code for this Designation.
- External Code: A Text field for an external code for this Designation.
- Approval Status: The approval status of this Designation.
- Open Date: The open date for this Designation.
- Close Date: The close date for this Designation.
- Designation Type: Select if this Designation is:
- Hold Payouts to this Designation: If payouts to this designation are to be held, set this field to “Yes”. Otherwise, set to “No” (default).
- Upic Account Number: A Text field for Upic Account Number for this Designation.
- Account: Lookup for the Account related to this Designation.
- Contact: Lookup for the Contact related to this Designation.
- Payee Account: Lookup specifying the Payee Account for this Designation.
- Federation Account: Lookup for the Federation Account of this Designation.