API name: cpm__Mandate_Schedule__c
Mandate Schedule records represent a mandate schedule runs that are used to register mandates as required by certain payment method and processor combinations, typically recurring direct debits. For further information, see Introduction to mandate handling.
The following table outlines key fields for this object. For complete details, please use the Salesforce Object Manager.
| Field | Type | Description |
|---|---|---|
| Mandate Schedule Name | AutoNumber | Auto-generated number for the mandate schedule record. |
| Target | Picklist | The bank or service bureau account that receives the mandate registration file. |
| Status | Picklist | New records start with Scheduled status, while ensuing status values depend on the payment method. |
| Recurring Mandate Schedule | Lookup | If the mandate schedule was generated through a recurring mandate schedule, this field indicates the parent recurring schedule. |
| Processing Date | Date | Date when the submitted mandates should be processed. Only used for UK Bacs Direct Debit. |
| Exclude from Auto-Run | Checkbox | If enabled (checked), the mandate schedule is excluded from auto-run for the given payment processor and method combination. |