| Actual_Bill_To__c |
Actual Bill To |
Pre-Spring 2018 |
The actual bill to address - if override is provided this is the overridden address otherwise it is the billing address in the account.
Formula:
IF (ISBLANK (Override_Bill_to_Account__c) ,IF( ISBLANK( Override_Bill_To_Address__c ) , Customer_Account__r.Name + BR()+ Customer_Account__r.BillingStreet + BR()+ Customer_Account__r.BillingCity + ' ' + Customer_Account__r.BillingState + ', ' + Customer_Account__r.BillingPostalCode + ' ' + Customer_Account__r.BillingCountry , Override_Bill_To_Address__r.Name + BR() + Override_Bill_To_Address__r.Mailing_Street__c + IF( ISBLANK(Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c ) , BR(), BR() + Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c + BR() )+ IF( ISBLANK(Override_Bill_To_Address__r.Building_Information__c ) , BR(), BR() + Override_Bill_To_Address__r.Building_Information__c + BR() ) + Override_Bill_To_Address__r.Mailing_City__c + ', ' + Override_Bill_To_Address__r.Mailing_State_Province__c + ' ' + Override_Bill_To_Address__r.Mailing_Zip_Postal_Code__c ) , IF( ISBLANK( Override_Bill_to_Account_Address__c ) , Override_Bill_to_Account__r.Name + BR()+ Override_Bill_to_Account__r.BillingStreet + BR()+ Override_Bill_to_Account__r.BillingCity + ' ' + Override_Bill_to_Account__r.BillingState + ', ' + Override_Bill_to_Account__r.BillingPostalCode + ' ' + Override_Bill_to_Account__r.BillingCountry , Override_Bill_to_Account_Address__r.Name + BR() + Override_Bill_to_Account_Address__r.Mailing_Street__c + IF( ISBLANK(Override_Bill_to_Account_Address__r.Mailing_Street_Additional_Information__c ) , BR(), BR() + Override_Bill_to_Account_Address__r.Mailing_Street_Additional_Information__c + BR() )+ IF( ISBLANK(Override_Bill_to_Account_Address__r.Building_Information__c ) , BR(), BR() + Override_Bill_to_Account_Address__r.Building_Information__c + BR() ) + Override_Bill_to_Account_Address__r.Mailing_City__c + ', ' + Override_Bill_to_Account_Address__r.Mailing_State_Province__c + ' ' + Override_Bill_to_Account_Address__r.Mailing_Zip_Postal_Code__c ))
|
Text |
|
| Actual_Ship_To__c |
Actual Ship To |
Pre-Spring 2018 |
If an override address is specified we see that otherwise it is the shipping address from the account.
Formula:
IF( ISBLANK( Override_Ship_To_Address__c ) , Customer_Account__r.Name + BR() + Customer_Account__r.ShippingStreet + BR() + Customer_Account__r.ShippingCity + ', ' + Customer_Account__r.ShippingState + ' ' + Customer_Account__r.ShippingPostalCode , Override_Ship_To_Address__r.Name + BR() + Override_Ship_To_Address__r.Mailing_Street__c + IF( ISBLANK(Override_Ship_To_Address__r.Mailing_Street_Additional_Information__c ) , BR(), BR() + Override_Ship_To_Address__r.Mailing_Street_Additional_Information__c + BR() )+ IF( ISBLANK(Override_Ship_To_Address__r.Building_Information__c ) , BR(), BR() + Override_Ship_To_Address__r.Building_Information__c + BR() )+ Override_Ship_To_Address__r.Mailing_City__c + ', ' + Override_Ship_To_Address__r.Mailing_State_Province__c + ' ' + Override_Ship_To_Address__r.Mailing_Zip_Postal_Code__c )
|
Text |
|
| Annual_RC_Fees__c |
Annual Contract Value |
Pre-Spring 2018 |
Average Total Recurring Fees after discounts over 12 months.
|
Currency(18,2) |
0 |
| Applied_Rebate_Amount__c |
Applied Rebate Amount |
Pre-Spring 2018 |
Total amount of applied rebates rolled-up from the customer quotation lines
|
Currency(18,2) |
0 |
| Approval_Status__c |
Approval Status |
Pre-Spring 2018 |
|
Picklist:
Approved
New
Recalled
Rejected
Submitted for Approval |
|
| Change_Request__c |
Change Request |
Pre-Spring 2018 |
Looks up to: Change_Request__c
|
Lookup |
|
| Currency_Master__c |
Currency |
Pre-Spring 2018 |
Looks up to: Currency_Master__c
|
Lookup |
|
| Customer_Account_Contact__c |
Customer Contact |
Pre-Spring 2018 |
Looks up to: Contact
|
Lookup |
|
| Customer_Account__c |
Customer Account |
Pre-Spring 2018 |
Looks up to: Account
|
Lookup |
|
| Customer_Address__c |
Customer Address |
Pre-Spring 2018 |
If a Customer Contact is specified, the address is the address of the site associated with the Contact. If the Contact is not specified and the Site is specified, that address is used. If neither address is specified, there is no address. This field is associated with known customers only.
Formula:
IF(OR(LEN( Customer_Account_Contact__c ) > 0, LEN( Customer_Account__c ) > 0), IF( LEN( Customer_Account_Contact__c ) > 0, Customer_Account_Contact__r.Account.Default_Address__c, Customer_Account__r.Default_Address__c ), '')
|
Text |
|
| Customer_Email__c |
Customer Email |
Pre-Spring 2018 |
The email comes from the Customer Site or Customer Contact, whichever is present
Formula:
IF(OR(LEN( Customer_Account_Contact__c ) > 0, LEN( Customer_Account__c ) > 0), IF( LEN( Customer_Account_Contact__c ) > 0, Customer_Account_Contact__r.Email , Customer_Account__r.E_Mail__c ),'')
|
Text |
|
| Customer_Fax__c |
Customer Fax |
Pre-Spring 2018 |
Formula:
IF(OR(LEN( Customer_Account_Contact__c ) > 0, LEN( Customer_Account__c ) > 0), IF( LEN( Customer_Account_Contact__c ) > 0, Customer_Account_Contact__r.Fax , Customer_Account__r.Fax ),'')
|
Text |
|
| Customer_Phone__c |
Customer Phone |
Pre-Spring 2018 |
Formula:
IF(OR(LEN( Customer_Account_Contact__c ) > 0, LEN( Customer_Account__c ) > 0), IF( LEN( Customer_Account_Contact__c ) > 0, Customer_Account_Contact__r.Phone, Customer_Account__r.Phone ), '')
|
Text |
|
| Customer_Purchase_Order__c |
Customer Purchase Order |
Pre-Spring 2018 |
Reference the Customer's Purchase Order Number
|
Text(80) |
|
| Customer_Site_Name__c |
Customer Contact Account |
Pre-Spring 2018 |
Formula:
Customer_Account_Contact__r.Account.Name
|
Text |
|
| Customer_Total_Price__c |
Customer Total Price |
Pre-Spring 2018 |
|
Summary |
|
| Delivery_Error__c |
Delivery Error |
Pre-Spring 2018 |
Error message returned when attempting to deliver this Quotation.
|
Text(255) |
|
| Delivery_Options__c |
Delivery Options |
Pre-Spring 2018 |
Describes how the Quote is to be delivered to the Prospect.
|
Picklist:
E-Mail
Fax
Phone
Print |
|
| Discounted_Term_Fees__c |
Discounted Term Fees |
Pre-Spring 2018 |
Amount of discount applied to the first and last terms.
|
Currency(11,2) |
0 |
| Expired_Quotes__c |
Expired Quotes |
Pre-Spring 2018 |
Select to find open Quotes for requisitioned Item.
|
Checkbox |
false |
| External_Tax_Status__c |
External Tax Status |
Winter 2023 |
Status of the external tax calculation if using an external system to calculate tax for the customer quotation.
|
Picklist:
Calculated
Not Calculated |
|
| Gross_Annual_Contract_Value__c |
Gross Annual Contract Value |
Pre-Spring 2018 |
|
Number(18,2) |
|
| Inbound_Request_Via__c |
Inbound Request Via |
Pre-Spring 2018 |
|
Picklist:
E-mail
FAX
Foreign System
Phone |
|
| Lead__c |
Lead |
Pre-Spring 2018 |
Lead Record
Looks up to: Lead
|
Lookup |
|
| Lost_Reason__c |
Lost Reason |
Pre-Spring 2018 |
|
Picklist:
Customer did not get Quote
Delivery
Price
Response Time
Unknown |
|
| Mailing_City__c |
Prospect City |
Pre-Spring 2018 |
|
Text(100) |
|
| Mailing_Country__c |
Prospect Country |
Pre-Spring 2018 |
|
Text(100) |
|
| Mailing_State_Province__c |
Prospect State or Province |
Pre-Spring 2018 |
|
Text(100) |
|
| Mailing_Street_Additional_Information__c |
Prospect Address Line 2 |
Pre-Spring 2018 |
|
Text(100) |
|
| Mailing_Street__c |
Prospect Address Line 1 |
Pre-Spring 2018 |
|
Text(100) |
|
| Mailing_Zip_Postal_Code__c |
Prospect Postal Code |
Pre-Spring 2018 |
|
Text(100) |
|
| Marketing_Campaign__c |
Marketing Campaign |
Pre-Spring 2018 |
Name of Campaign that generated lead
|
TextArea |
|
| Monthly_Recurring_Revenue__c |
Monthly Recurring Revenue |
Pre-Spring 2018 |
The monthly revenue for the contract. This is calculated by subtracting the Annual Contract Value from the Total Contract Value and dividing the result by 12.
|
Currency(18,2) |
0 |
| Net_Annual_Contract_Value__c |
Net Annual Contract Value |
Pre-Spring 2018 |
|
Number(18,2) |
|
| No_Bid__c |
No Bid |
Pre-Spring 2018 |
Check if decision is made to make no bid response
|
Checkbox |
false |
| Number_Active_Service_Lines__c |
Number Active Service Lines |
Pre-Spring 2018 |
|
Number(4,0) |
0 |
| Number_Lines__c |
Number Lines |
Pre-Spring 2018 |
The number of lines on the Customer Quote.
|
Summary |
|
| Number_New_Lines__c |
Number New Lines |
Pre-Spring 2018 |
The number of new lines on the Customer Quotation.
|
Summary |
|
| Number_Of_Cancel_Lines__c |
Number Of Cancel Lines |
Pre-Spring 2018 |
|
Number(4,0) |
0 |
| Number_of_Months__c |
Number of Months |
Pre-Spring 2018 |
|
Number(4,0) |
|
| Opportunity_Name__c |
Opportunity Name |
Pre-Spring 2018 |
An optional field used to describe a larger Opportunity in a SFA Application
|
TextArea |
|
| Opportunity__c |
Opportunity |
Pre-Spring 2018 |
The Opportunity that is associated with this customer quote. This field is visible only if user has a full salesforce license
Looks up to: Opportunity
|
Lookup |
|
| Override_Bill_To_Address__c |
Override Bill to Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| Override_Bill_to_Account_Address__c |
Override Bill to Account Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| Override_Bill_to_Account__c |
Override Bill to Account |
Pre-Spring 2018 |
Account to be billed when the Customer Account is not to be billed for this customer quotation.
Looks up to: Account
|
Lookup |
|
| Override_Ship_To_Address__c |
Override Ship to Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| Ownership_Code__c |
Ownership Code |
Pre-Spring 2018 |
Looks up to: Ownership_Code__c
|
Lookup |
|
| Payment_Terms_Name__c |
Payment Terms Name |
Pre-Spring 2018 |
Formula:
Payment_Terms__r.Terms_Name__c
|
Text |
|
| Payment_Terms__c |
Payment Terms |
Pre-Spring 2018 |
Looks up to: PO_Payment_Terms__c
|
Lookup |
|
| Price_Type__c |
Price Type |
Pre-Spring 2018 |
Governs how items are automatically priced.
Looks up to: Price_Type__c
|
Lookup |
|
| Prospect_Address_Validated__c |
Prospect Address Validated |
Summer 2022 |
Indicates whether the address of the prospect has been validated against the addresses in the external tax calculation service. Automatically selected after you validate the address of the prospect. Automatically deselected after you change any of the prospect address fields.
|
Checkbox |
false |
| Prospect_Address__c |
Prospect Address |
Pre-Spring 2018 |
The address of the prospect. The quote is considered a prospect if there is no Customer Contact and no Customer Site.
Formula:
IF( AND( ISBLANK( Customer_Account_Contact__c ) , ISBLANK(Customer_Account__c) ) , Mailing_Street__c + BR() + Mailing_Street_Additional_Information__c + IF( Mailing_Street_Additional_Information__c = "", "", BR() ) + Mailing_City__c + ' ' + Mailing_State_Province__c + ' ' + Mailing_Zip_Postal_Code__c + BR() + Mailing_Country__c, '')
|
Text |
|
| Prospect_Company__c |
Prospect Company |
Pre-Spring 2018 |
The name of the Company receiving the Quote.
|
Text(255) |
|
| Prospect_Email__c |
Prospect Email |
Pre-Spring 2018 |
Email address for prospect. It must be present for a delivery type of email
|
Email |
|
| Prospect_Fax_Number__c |
Prospect FAX Number |
Pre-Spring 2018 |
The fax number for the prospect. If the delivery type is Fax, the contact fax number must be present.
|
Phone |
|
| Prospect_Name__c |
Prospect Name |
Pre-Spring 2018 |
Name of person requesting Quotation.
|
Text(255) |
|
| Prospect_Phone__c |
Prospect Phone |
Pre-Spring 2018 |
The phone number to contact the prospect.
|
Phone |
|
| Prospect_Reference__c |
Reference |
Pre-Spring 2018 |
The RFQ number assigned by the prospect when the request for the quotation came in.
|
Text(255) |
|
| Prospect_Tax_Registration_Number__c |
Prospect Tax Registration Number |
Winter 2023 |
Identifying number of the prospect used for tax purposes.
|
Text(255) |
|
| Purchase_History__c |
Purchase History |
Pre-Spring 2018 |
Select to find Purchase Order history for requisitioned Item
|
Checkbox |
false |
| Quotation_Comments__c |
Quotation Comments |
Pre-Spring 2018 |
Enter text that will appear on outgoing Quotations
|
LongTextArea(32000) |
|
| Quotation_Expires_On__c |
Quotation Expires On |
Pre-Spring 2018 |
The date and time when the Quote expires. The default is set based on a fixed number of days from the date and time that the Quote was created. It can be overridden by a limit in the price list or by the salesperson.
|
DateTime |
Now() + if($Setup.Organization_Settings__c.DefaultNumDaysTillQuoteExpire__c > 0, $Setup.Organization_Settings__c.DefaultNumDaysTillQuoteExpire__c, 10) |
| Quote_Date__c |
Quote Date |
Pre-Spring 2018 |
The date the Quote version was created
|
DateTime |
NOW() |
| Quote_Name__c |
Quote Description |
Pre-Spring 2018 |
Enter a description or contextual information for the Quote. This will help aid the Sales Representative recall the business circumstance or contextual information surrounding the Quotation
|
TextArea |
|
| Received_RFQ__c |
Received RFQ |
Pre-Spring 2018 |
A reference to the Received Request for Quote that triggered this quote. It is not mandatory to have a Received Request for Quote in order to create a Quote.
Looks up to: Received_RFQ__c
|
Lookup |
|
| Requestor_Comment__c |
Requestor Comments |
Pre-Spring 2018 |
Comments from the requestor concerning the Quote. These are automatically migrated from a received RFQ if there is one.
|
Text(255) |
|
| Requestor_Deliver_By_Date__c |
Requestor Deliver By Date |
Pre-Spring 2018 |
Deliver by date from the requestor concerning the Quote. These are automatically migrated from a received RFQ if there is one.
|
Date |
|
| Requestor_Priority__c |
Requestor Priority |
Pre-Spring 2018 |
The priority specified by the individual requesting the quote. This is automatically populated from the received RFQ if there is one.
|
Text(100) |
|
| Requestor_Quote_By_Date__c |
Requestor Quote By Date |
Pre-Spring 2018 |
Quote by date from the requestor concerning the quote. These are automatically migrated from a received RFQ if there is one.
|
Date |
|
| Sales_Channel__c |
Sales Channel |
Pre-Spring 2018 |
Lead Generation Point
|
Picklist:
Outside Sales
Tele-Sales
Web-Site |
|
| Sales_Order_Date__c |
Sales Order Date |
Pre-Spring 2018 |
The date and time that the Sales Order is created.
|
DateTime |
|
| Sales_Order__c |
Sales Order |
Pre-Spring 2018 |
The Sales Order that was created based on this Quote.
Looks up to: Sales_Order__c
|
Lookup |
|
| Sales_Rep__c |
Sales Rep |
Pre-Spring 2018 |
The user who is responsible for this Quote.
Looks up to: User
|
Lookup |
|
| Service_Contract_End_Date__c |
Service Contract End Date |
Pre-Spring 2018 |
|
Date |
|
| Service_Contract_First_Bill_Date__c |
Service Contract First Bill Date |
Pre-Spring 2018 |
|
Date |
|
| Service_Contract_Start_Date__c |
Service Contract Start Date |
Pre-Spring 2018 |
|
Date |
|
| Service_Order__c |
Service Contract |
Pre-Spring 2018 |
Looks up to: Service_Order__c
|
Lookup |
|
| Service_Term_Lookup__c |
Service Term |
Pre-Spring 2018 |
Looks up to: Service_Term__c
|
Lookup |
|
| Service_Term_Number__c |
Service Term Number |
Pre-Spring 2018 |
|
Number(3,0) |
|
| Service_Term_Value__c |
Service Term Value |
Pre-Spring 2018 |
Formula:
Total_RC_Extended_After_Discounts__c
|
Currency(18,2) |
|
| Status__c |
Status |
Pre-Spring 2018 |
|
Picklist:
Approved
Delivered
Discarded
Expired
Lost
Not Delivered
Not Delivered - Error
Not Delivered - Processing
Not Priced
Open
Priced
Revised
Won |
|
| Supplier_Agreements__c |
Supplier Agreements |
Pre-Spring 2018 |
Select to find open Supplier Agreements for requisitioned Item
|
Checkbox |
false |
| Sync_Header_Terms_to_Lines__c |
Sync Header Terms to Lines |
Pre-Spring 2018 |
|
Checkbox |
true |
| Sync_internal_and_customer_price__c |
Sync internal and customer price? |
Pre-Spring 2018 |
When checked, the customer price will automatically be updated with the internal sell price on the customer quotation line.
|
Checkbox |
true |
| Taxable__c |
Taxable? |
Pre-Spring 2018 |
|
Checkbox |
false |
| Terms_to_be_Billed__c |
Terms to be Billed |
Pre-Spring 2018 |
Terms to be billed. For example, if the contract is for 12 months and the Service Contract Start Date is September 1st and the the Service Contract First Bill date is November 1st, the number of terms to be billed will be 10.
|
Number(10,0) |
0 |
| Total_Contract_Cost__c |
Total Contract Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_Contract_Gross_Percent__c |
Total Contract Gross Percent |
Pre-Spring 2018 |
Formula:
If(Total_Value__c == 0, -1, If( Total_Contract_Cost__c == 0, 100.00, (Total_Value__c - Total_Contract_Cost__c)/Total_Value__c))
|
Percent(18,2) |
|
| Total_Contract_Gross_Profit__c |
Total Contract Gross Profit |
Pre-Spring 2018 |
The gross profit of the contract based on the number of terms to be billed.
Formula:
Total_Contract_Value_After_Waived_Terms__c - Total_Contract_Cost__c
|
Currency(18,2) |
|
| Total_Contract_Value_After_Waived_Terms__c |
Total Contract Value After Waived Terms |
Pre-Spring 2018 |
Total Contract Value minus Waived Term Fees.
|
Currency(18,2) |
0 |
| Total_Cost__c |
Total Cost |
Pre-Spring 2018 |
Total cost rolls up Extended Cost from Line
|
Summary |
|
| Total_Customer_Rebate_Discount__c |
Total Customer Rebate Discount |
Pre-Spring 2018 |
Total customer rebate amount rolled up from the customer quotation line.
|
Currency(18,2) |
0 |
| Total_Delta_Cost__c |
Total Delta Cost |
Pre-Spring 2018 |
Change to the Total Cost of the contract when the change request is applied.
|
Currency(11,2) |
0 |
| Total_Delta_Value__c |
Total Delta Value |
Pre-Spring 2018 |
Change to the Total Contract Value of the contract when the change request is applied.
|
Currency(11,2) |
0 |
| Total_Gross_Percent__c |
Total Gross Percent |
Pre-Spring 2018 |
Formula:
IF(Total_Quote_Price__c == 0 ,-1 ,(Total_Quote_Price__c - if(ISBLANK(Total_Quote_Cost__c) || (Total_Quote_Cost__c == 0 && Total_Cost__c > 0), Total_Cost__c , Total_Quote_Cost__c))/ Total_Quote_Price__c)
|
Percent(18,1) |
|
| Total_Gross_Percent_with_Rebate__c |
Total Gross Percent with Rebate Discount |
Pre-Spring 2018 |
Percentage of gross profit from rebates
Formula:
IF(Total_Quote_After_Rebate__c == 0 ,-1 ,(Total_Quote_After_Rebate__c - if(ISBLANK(Total_Quote_Cost__c) || (Total_Quote_Cost__c == 0 && Total_Cost__c > 0), Total_Cost__c , Total_Quote_Cost__c))/ Total_Quote_After_Rebate__c)
|
Percent(18,2) |
|
| Total_Gross_Profit__c |
Total Gross Profit |
Pre-Spring 2018 |
Formula:
Total_Quote_Price__c - if(ISBLANK(Total_Quote_Cost__c) || (Total_Quote_Cost__c == 0 && Total_Cost__c > 0), Total_Cost__c, Total_Quote_Cost__c)
|
Currency(18,2) |
|
| Total_Gross_Profit_with_Rebates__c |
Total Gross Profit with Rebates |
Pre-Spring 2018 |
Total gross profit including rebates
Formula:
Total_Quote_After_Rebate__c - if(ISBLANK(Total_Quote_Cost__c) || (Total_Quote_Cost__c == 0 && Total_Cost__c > 0), Total_Cost__c, Total_Quote_Cost__c)
|
Currency(18,2) |
|
| Total_NRC_Discounted_Percent__c |
Total NRC Discounted % |
Pre-Spring 2018 |
Total discounted percent for non recurring fees
|
Percent(5,2) |
0 |
| Total_NRC_Discounted__c |
Total NRC Discounted |
Pre-Spring 2018 |
Total discounted amount for non recurring fees
|
Currency(18,2) |
0 |
| Total_NRC_Extended_After_Discounts__c |
Total NRC Extended After Discounts |
Pre-Spring 2018 |
Total non recurring fees after discounts
Formula:
Total_NRC_Extended__c - Total_NRC_Discounted__c
|
Currency(18,2) |
|
| Total_NRC_Extended__c |
Total NRC Extended |
Pre-Spring 2018 |
Total non recurring fees
|
Currency(18,2) |
0 |
| Total_NRC_Invoiced__c |
Total NRC Invoiced |
Pre-Spring 2018 |
The non recurring fees invoiced
|
Currency(18,2) |
0 |
| Total_NRC_Materials__c |
Total NRC Materials |
Pre-Spring 2018 |
Total non recurring fees for materials
|
Currency(18,2) |
0 |
| Total_NRC_Options__c |
Total NRC Options |
Pre-Spring 2018 |
Total non recurring fees for options
|
Currency(18,2) |
0 |
| Total_NRC_Time__c |
Total NRC Time |
Pre-Spring 2018 |
Total non recurring fees for time
|
Currency(18,2) |
0 |
| Total_Price_Discount__c |
Total Price Discount |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Total_Price__c |
Total Price |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_Quote_After_Rebate__c |
Total Quote After Rebate |
Pre-Spring 2018 |
Total price the customer pays after rebates.
Formula:
Total_Quote_Price__c - Total_Customer_Rebate_Discount__c
|
Currency(18,2) |
|
| Total_Quote_Cost__c |
Total Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_Quote_Price__c |
Total Quote Price |
Pre-Spring 2018 |
This is the total price of all the line items in the Quote
|
Summary |
|
| Total_RC_Base_Fees__c |
Total RC Base Fees |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_RC_Discounted_Percent__c |
Total RC Discounted % |
Pre-Spring 2018 |
Total discounted percent for recurring fees
|
Percent(5,2) |
0 |
| Total_RC_Discounted__c |
Total RC Discounted |
Pre-Spring 2018 |
Total discounted amount on recurring fees
|
Currency(18,2) |
0 |
| Total_RC_Extended_After_Discounts__c |
Total RC Extended After Discounts |
Pre-Spring 2018 |
Total recurring fees after discounts
Formula:
Total_RC_Extended__c - Total_RC_Discounted__c
|
Currency(18,2) |
|
| Total_RC_Extended__c |
Total RC Extended |
Pre-Spring 2018 |
Total recurring fees
|
Currency(18,2) |
0 |
| Total_RC_Options__c |
Total RC Options |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_Service_Term_Value__c |
Total Service Term Value |
Pre-Spring 2018 |
Formula:
if(!Sync_Header_Terms_to_Lines__c, Total_Value__c, IF(Service_Term_Number__c > 0, ((Service_Term_Value__c * Service_Term_Number__c) + Total_NRC_Extended_After_Discounts__c ) , ( (Service_Term_Value__c * Number_of_Months__c) + Total_NRC_Extended_After_Discounts__c )))
|
Currency(18,2) |
|
| Total_Tax__c |
Total Tax |
Winter 2023 |
|
Currency(9,2) |
0 |
| Total_Value__c |
Total Contract Value |
Pre-Spring 2018 |
Total contract value for service contract quote
|
Currency(18,2) |
0 |
| Waived_Term_Fees__c |
Waived Term Fees |
Pre-Spring 2018 |
Total amount of waived contract fees. This is calculated by the Total Contract Value minus Total Contract Value after waived term fees.
Formula:
Total_Value__c - Total_Contract_Value_After_Waived_Terms__c
|
Currency(18,2) |
|
