Plan Account

The plan account object is a mapping of accounts and business plans.

Child Objects

Audit Trail.

Methods Called

The following table details the methods called by the plan account service.

Table Methods Called by Plan Account Service

Method	Name as Defined in Service
Delete	AccountBusinessPlanDelete
Execute	AccountBusinessPlanExecute
Insert	AccountBusinessPlanInsert
QueryPage	AccountBusinessPlanQueryPage
Update	AccountBusinessPlanUpdate

Fields

The following table details the required and read-only fields for the plan account object.

Table Required and Read-Only Fields for the Plan Account Object

Field Name	Type
AccountIDAccountName	Required
BusinessPlanPlanName	Required
ContactId	Required
RelationshipCode	Read-only
Audit Fields	Read-only

The following table details the pick map fields for the plan account object.

Table Pick Map Fields for the Plan Account Object

Pick Map Field	Maps To
AccountIDAccountName	AccountId
AccountExternalSystemId	AccountId
AccountIntegrationId	AccountId
BusinessPlanPlanName	BusinessPlanId
BusinessPlanExternalSystemId	BusinessPlanId
BusinessPlanIntegrationId	BusinessPlanId
OwnerUserSignId	OwnerId
OwnerExternalSystemId	OwnerId
OwnerIntegrationId	OwnerId

The following table provides a list of the user key combinations for the plan account object.

Table User Key Fields on the Plan Account Object

User Key Field Combinations
Id
ExternalSystemId
BusinessPlanId and AccountIDId
BusinessPlanPlanName