Agreement Item

The Agreement object in Maica represents the specific Products (Support Items) to be delivered as part of the Service Agreement

Fields & Relationships

The table below provides a comprehensive overview of all fields and relationships for the Agreement Item object in Maica. Please refer to the table below for detailed information.

Agreement Item Schema

Click here to view and download the complete Agreement Item Schema.

Validation Rules

The list below outlines the Validation Rules applied to the Agreement Item Object in Maica.

Please refer to the list below for more detailed information on each Validation Rule.

Start Date Cannot Be After End Date

Ensures that the start date cannot be after the end date of any Agreement Item.

Validation Rule Detail

Rule Name

VAL_AGREEMENT_ITEM_0001

Error Message

VAL_0001: Start Date cannot be after End Date.

Error Location

Top of Page

Error Condition Formula
maica_cc__Start_Date__c  >  maica_cc__End_Date__c

Automation

Trigger Handlers

The table below outlines the Trigger Handlers applied to the Agreement Item Object in Maica and their Load Order.

Please refer to the list below for more detailed information on each Trigger Handler.

Agreement Item Support Item

This trigger is designed to manage the support items of agreement items in Maica.

Detail

Load Order

1

Label

AgreementItemSupportItem_MDTM

Execution, Logic & Outcome

Execution of Trigger Logic:

The trigger logic defined in the AgreementItemSupportItem_MDTM class is executed when the trigger conditions are met. The class contains the code that manages the support items for agreement items.

  • Trigger Conditions:

    • When a new agreement item (maica__Agreement_Item__c) is created.

    • When an existing agreement item is updated.

    • Any specific field changes that are monitored by the trigger (defined in the handler class).

Logic Explanation

  1. Initialisation:

    • When an agreement item record is created or updated, the trigger is initialised. The AgreementItemSupportItem_MDTM metadata type configuration is loaded, ensuring that the trigger is active (Active__c is true) and has the correct load order (Load_Order__c is 1.0).

  2. Trigger Execution:

    • Upon initialisation, the trigger executes the logic defined in the AgreementItemSupportItem_MDTM class.

    • The class methods perform the following steps:

      • Validation: The support item data is validated to ensure it is complete and accurate.

      • Association: The support items are associated with the agreement items based on predefined criteria such as item type and service requirements.

      • Update: The agreement item record is updated with the associated support item data.

Trigger Outcome:

Once executed, the trigger ensures that each agreement item has its support items associated correctly, based on the logic defined in the handler class. This helps maintain accurate and complete data for agreement items and their support items.

Agreement Item Estimated Expenditure

This trigger is designed to manage the estimated expenditure of agreement items in Maica.

Detail

Load Order

2

Label

AgreementItemEstExpenditure_MDTM

Execution, Logic & Outcome

Execution of Trigger Logic:

The trigger logic defined in the AgreementItemEstExpenditure_MDTM class is executed when the trigger conditions are met. The class contains the code that manages the estimated expenditure process for agreement items.

  • Trigger Conditions:

    • When a new agreement item (maica__Agreement_Item__c) is created.

    • When an existing agreement item is updated.

    • Any specific field changes that are monitored by the trigger (defined in the handler class).

Logic Explanation

  1. Initialisation:

    • When an agreement item record is created or updated, the trigger is initialised. The AgreementItemEstExpenditure_MDTM metadata type configuration is loaded, ensuring that the trigger is active (Active__c is true) and has the correct load order (Load_Order__c is 2.0).

  2. Trigger Execution:

    • Upon initialisation, the trigger executes the logic defined in the AgreementItemEstExpenditure_MDTM class.

    • The class methods perform the following steps:

      • Validation: The agreement item data is validated to ensure it is complete and accurate.

      • Calculation: The estimated expenditure is calculated based on predefined criteria such as item type and service duration.

      • Update: The agreement item record is updated with the newly calculated estimated expenditure data.

Trigger Outcome:

Once executed, the trigger ensures that each agreement item has its estimated expenditure calculated correctly, based on the logic defined in the handler class. This helps maintain accurate financial data for agreement items.

Agreement Item Rollup Expenditure

This trigger is designed to manage the rollup of expenditures for agreement items in Maica.

Detail

Load Order

2

Label

AgreementItemRollupExpenditure_MDTM

Execution, Logic & Outcome

Execution of Trigger Logic:

The trigger logic defined in the AgreementItemRollupExpenditure_MDTM class is executed when the trigger conditions are met. The class contains the code that manages the rollup expenditure process for agreement items.

  • Trigger Conditions:

    • When a new agreement item (maica__Agreement_Item__c) is created.

    • When an existing agreement item is updated.

    • Any specific field changes that are monitored by the trigger (defined in the handler class).

Logic Explanation

  1. Initialisation:

    • When an agreement item record is created or updated, the trigger is initialised. The AgreementItemRollupExpenditure_MDTM metadata type configuration is loaded, ensuring that the trigger is active (Active__c is true) and has the correct load order (Load_Order__c is 2.0).

  2. Trigger Execution:

    • Upon initialisation, the trigger executes the logic defined in the AgreementItemRollupExpenditure_MDTM class.

    • The class methods perform the following steps:

      • Validation: The expenditure data is validated to ensure it is complete and accurate.

      • Calculation: The total expenditure is calculated based on predefined criteria such as item type and financial rules.

      • Update: The agreement item record is updated with the newly calculated rolled-up expenditure data.

Trigger Outcome:

Once executed, the trigger ensures that each agreement item has its expenditures rolled up correctly, based on the logic defined in the handler class. This helps maintain accurate financial data for agreement items.

Agreement Item Total Allocated

This trigger is designed to manage the total allocation of agreement items in Maica.

Detail

Load Order

3

Label

AgreementItemTotalAllocated_MDTM

Execution, Logic & Outcome

Execution of Trigger Logic:

The trigger logic defined in the AgreementItemTotalAllocated_MDTM class is executed when the trigger conditions are met. The class contains the code that manages the total allocation process for agreement items.

  • Trigger Conditions:

    • When a new agreement item (maica__Agreement_Item__c) is created.

    • When an existing agreement item is updated.

    • Any specific field changes that are monitored by the trigger (defined in the handler class).

Logic Explanation

  1. Initialisation:

    • When an agreement item record is created or updated, the trigger is initialised. The AgreementItemTotalAllocated_MDTM metadata type configuration is loaded, ensuring that the trigger is active (Active__c is true) and has the correct load order (Load_Order__c is 3.0).

  2. Trigger Execution:

    • Upon initialisation, the trigger executes the logic defined in the AgreementItemTotalAllocated_MDTM class.

    • The class methods perform the following steps:

      • Validation: The allocation data is validated to ensure it is complete and accurate.

      • Calculation: The total allocated amount is calculated based on predefined criteria such as item type and allocation rules.

      • Update: The agreement item record is updated with the newly calculated total allocated data.

Trigger Outcome:

Once executed, the trigger ensures that each agreement item has its total allocated amount calculated correctly, based on the logic defined in the handler class. This helps maintain accurate financial data for agreement items.

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