History Records

In our Nimble AMS, a History record is a detailed entry created for each product type purchased as part of an order. These records provide comprehensive context and traceability, linking each product purchased to its respective order.

How does it work?

When you place an order in our system, whether it's for Membership, Registrations, Subscriptions, Donations, Merchandise, or any other product type, the following process occurs:

1. Order Creation: An order record is created in the Order sObject, capturing the overall transaction details.

2. Product-Specific Record Creation: For each product type included in the order, a corresponding record is created in its dedicated sObject. For instance:

   • Advertisement: A record created in the Advertisement sObject.

   • Donation: A record created in the Donation sObject.

   • Exhibit: A record created in the Exhibit sObject.

   • Membership: A record is created in the Membership sObject.

   • Merchandise: A record is created in the Merchandise sObject.

   • Miscellaneous: A record is created in the Miscellaneous sObject.

   • Registration: A record is created in the Registration sObject.

   • Sponsorships: A record is created in the Sponsorships sObject.

   • Subscription: A record is created in the Subscription sObject.

3. Linking Records: Each product-specific record (referred to as a history record) is then linked to the original order record. This linkage provides clear visibility into which products were included in the order and ensures that users can easily trace and manage product-specific details.

Details captured in the History Records

On this page, you will find the details of the below-listed fields.

• Id: The Name of the record and it is an Auto Number,

• Account: It is the name of the Customer who purchased the product.

• Product: The name of the product that was purchased.

• Status: Determines the state of the purchase. If the Order is Active then it will display Active, if the Order is Cancelled, then the status of the record will be Cancelled.

• Order: The ID of the Order that is related to the purchase of the product.

• Entity Name: The name of the financial entity that this purchase is linked to.

• Amount: The total price of the product based upon the unit price, multiplied by the quantity.

• Unit Price: The unit price of the product that is purchased.

• External Unit Price: This field is used for importing legacy data and represents the cost per unit of the product.

• Quantity: The quantities of the product that is purchased.

• Transaction Date: The date on which the transaction occurred.

We capture more specific details on the history records based on the product types.