Appendix B. Data Model for Account Entities

The following table provides fields that we are using on account entity form:

Logical Name

Display Name

Type

Custom?

Additional data

emailaddress1

Email

String

False

Format: Email

Max length: 100

websiteurl

Website

String

False

Format: Url

Max length: 200

donotpostalmail

Do not allow Mail

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

creditonhold

Credit Hold

Boolean

False

True: Yes

False: No

Default Value: False

paymenttermscode

Payment Terms

Picklist

False

Options:

1: Net 30

2: 2% 10, Net 30

3: Net 45

4: Net 60

Default: 1

creditlimit

Credit Limit

Money

False

Minimum value: 0

Maximum value: 10,00,00,00,00,00,000

Precision: 2

name

Account Name

String

False

Format: Text

Max length: 160

him_accountmanager

Account Manager

Lookup

True

Targets:

systemuser

primarycontactid

Primary Contact

Lookup

False

Targets:

contact

parentaccountid

Parent Account

Lookup

False

Targets:

account

donotbulkemail

Do not allow Bulk Emails

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

donotfax

Do not allow Faxes

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

address1_composite

Address 1

Memo

False

Format: TextArea

Max length: 1,000

ownershipcode

Ownership

Picklist

False

Options:

1: Public

2: Private

3: Subsidiary

4: Other

Default: 1

description

Description

Memo

False

Format: TextArea

Max length: 2,000

donotemail

Do not allow Emails

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

industrycode

Industry

Picklist

False

Options:

1: Accounting

2: Agriculture and Non-petrol Natural Resource Extraction

3: Broadcasting, Printing, and Publishing

4: Brokers

5: Building Supply Retail

6: Business Services

7: Consulting

8: Consumer Services

9: Design, Direction, and Creative Management

10: Distributors, Dispatchers, and Processors

11: Doctors' Offices and Clinics

12: Durable Manufacturing

13: Eating and Drinking Places

14: Entertainment Retail

15: Equipment Rental and Leasing

16: Financial

17: Food and Tobacco Processing

18: Inbound Capital Intensive Processing

19: Inbound Repair and Services

20: Insurance

21: Legal Services

22: Non-Durable Merchandise Retail

23: Outbound Consumer Service

24: Petrochemical Extraction and Distribution

25: Service Retail

26: SIG Affiliations

27: Social Services

28: Special Outbound Trade Contractors

29: Specialty Realty

30: Transportation

31: Utility Creation and Distribution

32: Vehicle Retail

33: Wholesale

Default: 1

transactioncurrencyid

Currency

Lookup

False

Targets:

transactioncurrency

fax

Fax

String

False

Format: Text

Max length: 50

ownerid

Owner

Owner

False

 

accountnumber

Account Number

String

False

Format: Text

Max length: 20

donotphone

Do not allow Phone Calls

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

him_totalproject

Total Project

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

preferredcontactmethodcode

Preferred Method of Contact

Picklist

False

Options:

1: Any

2: Email

3: Phone

4: Fax

5: Mail

Default: 1

telephone2

Other Phone

String

False

Format: Text

Max length: 50

telephone1

Main Phone

String

False

Format: Text

Max length: 50

Data model for project entity

The following are the list of fields which is used for project entity:

Logical Name

Display Name

Type

Custom?

Additional data

him_totalcompletedtasks

Total completed Tasks

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

him_proposedstart

Proposed Start

DateTime

True

Format: DateOnly

him_name

Project Name

String

True

Format: Text

Max length: 100

him_totalissues

Total Issues

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

him_accountmanager

Account Manager

Lookup

True

Targets:

systemuser

him_enddate

End Date

DateTime

True

Format: DateOnly

him_proposedend

Proposed End

DateTime

True

Format: DateOnly

him_developmentteam

Development Team

Lookup

True

Targets:

team

him_estimatedrevenue

Estimated Revenue

Money

True

Minimum value: 0

Maximum value: 92,23,37,20,36,85,477

Precision: 4

him_totalestimation

Total Estimation/hrs

Integer

True

Minimum value: 0

Maximum value: 2,14,74,83,647

him_startdate

Start Date

DateTime

True

Format: DateOnly

ownerid

Owner

Owner

False

 

him_projectcode

Project Code

Integer

True

Minimum value: 0

Maximum value: 2,14,74,83,647

him_qateam

QA Team

Lookup

True

Targets:

team

him_solvedissues

Solved Issues

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

him_client

Client

Lookup

True

Targets:

account

him_projectstatus

Project Status

Picklist

True

Options:

4: Live

1: In Progress

3: Not Started

2: Completed

Default: 1

transactioncurrencyid

Currency

Lookup

False

Targets:

transactioncurrency

him_totaluserstories

Total User Stories

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

him_totaltasks

Total Tasks

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

him_projectmanager

PM

Lookup

True

Targets:

systemuser

him_totaltimeentered

Total Time Entered

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

him_technology

Technology

Picklist

True

Options:

1: .Net

2: ASP.NET

3: SharePoint

4: Dynamics CRM

5: Dynamics Ax

6: Dynamics GP

Default: 1

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