| Advance_Core_Receipt__c |
Advance Core Receipt? |
Pre-Spring 2018 |
The core must be received before the new part is shipped out.
|
Checkbox |
false |
| Applied_Rebate_Amount__c |
Applied Rebate Amount |
Pre-Spring 2018 |
Total amount of qualifying rebate for the customer quotation line.
|
Currency(18,2) |
0 |
| Avalara_Tax_Code__c |
Avalara Tax Code |
Winter 2023 |
Avalara tax code used to calculate tax for the line in AvaTax. This value is populated from the relevant AvaTax code to product group mapping, based on the product group, item type, and delivery method.
|
Text(20) |
|
| CQL_Type__c |
CQL Type |
Pre-Spring 2018 |
|
Picklist:
Item
Service |
|
| Change_Request_Line__c |
Change Request Line |
Pre-Spring 2018 |
Looks up to: Change_Request_Line__c
|
Lookup |
|
| Comments__c |
Comments |
Pre-Spring 2018 |
Enter text that will appear on outgoing Quotations
|
LongTextArea(32000) |
|
| Condition_Code__c |
Condition |
Pre-Spring 2018 |
The Condition Code of the part being quoted.
Looks up to: Condition_Code__c
|
Lookup |
|
| Contract_Gross_Profit__c |
Contract Gross Profit |
Pre-Spring 2018 |
Formula:
Total_Item_Value__c - Total_Contact_Cost__c
|
Currency(18,2) |
|
| Core_Item_Number__c |
Core Item Number |
Pre-Spring 2018 |
This is the expected part number to be returned by customer
|
Text(32) |
|
| Core_Valuation__c |
Core Valuation |
Pre-Spring 2018 |
The value of the core. The customer would be invoiced this amount if the core was not received.
|
Currency(18,9) |
|
| Current_Contract_Cost__c |
Current Contract Cost |
Pre-Spring 2018 |
The current contract cost for this line.
|
Currency(18,2) |
|
| Current_Contract_Value__c |
Current Contract Value |
Pre-Spring 2018 |
The total contract value for this line.
|
Currency(18,2) |
|
| Customer_Price_With_Options__c |
Customer Price w/Options |
Pre-Spring 2018 |
The customer price plus the total options customer price
Formula:
Customer_Price__c + Options_Customer_Price__c
|
Currency(18,9) |
|
| Customer_Price__c |
Customer Price |
Pre-Spring 2018 |
The price that is displayed on the quote that goes to the customer. The price is the actual deal price but the sales rep may elect to display a different price on the quote.
|
Currency(18,9) |
|
| Customer_Quotation__c |
Customer Quotation |
Pre-Spring 2018 |
This is a link to the Customer Quotation for this Quotation Line Item.
Looks up to: Customer_Quotation__c
|
MasterDetail |
|
| Customer_Rebate_Discount__c |
Customer Rebate Discount |
Pre-Spring 2018 |
Applied Rebate Amount deducted from the Customer Price
|
Currency(18,2) |
0 |
| Customer_Total_Price__c |
Customer Total Price |
Pre-Spring 2018 |
Total customer price rolled up to the customer quotation
Formula:
Extended_Customer_Price_With_Options__c
|
Currency(18,9) |
|
| Delivery_Days__c |
Delivery ARO |
Pre-Spring 2018 |
Number of days to deliver after receipt of order (ARO)
|
Number(3,0) |
10 |
| Delivery_Method__c |
Delivery Method |
Pre-Spring 2018 |
|
Picklist:
ASP Delivery
Electronic Delivery
Load and Leave
Physical Delivery |
|
| Discount_Amount__c |
Discount Amount |
Pre-Spring 2018 |
Formula:
if(No_Bid__c, 0, round((List_Price__c - Price__c) * Quantity__c, If(!ISBLANK($Setup.Organization_Settings__c.Number_of_Decimal_Digits__c), $Setup.Organization_Settings__c.Number_of_Decimal_Digits__c, 2)))
|
Currency(18,9) |
|
| Distributor_Price__c |
Distributor Price |
Pre-Spring 2018 |
|
Currency(18,9) |
|
| Editable_Name__c |
Editable Customer Quotation Line Name |
Summer 2023 |
For system use. Used to enable the Foundations Transform service to edit the record.
|
Text(255) |
|
| Effective_Date__c |
Effective Date |
Pre-Spring 2018 |
The date on which the change is to take effect. This date is used to determine the prorated amount.
|
Date |
|
| Ext_Customer_Discount__c |
Ext Customer Discount |
Pre-Spring 2018 |
The Extended List Price minus the Total Customer Price
Formula:
Extended_List_Price_With_Options__c - Customer_Total_Price__c
|
Currency(18,2) |
|
| Ext_Customer_Price_With_Rebate_Discount__c |
Ext. Customer Price With Rebate Discount |
Pre-Spring 2018 |
Total price the customer pays after rebates.
Formula:
Extended_Customer_Price_With_Options__c - Customer_Rebate_Discount__c
|
Currency(18,2) |
|
| Ext_Internal_Sell_Price_With_Options__c |
Ext. Internal Sell Price W/Options |
Pre-Spring 2018 |
The quantity of units multiplied by the internal price w/options
Formula:
if(Total_Service_Terms__c = 0, round(Quantity__c * Internal_Sell_Price_With_Options_Formula__c, 2), round((Quantity__c * Internal_Sell_Price_With_Options_Formula__c) * RC_Terms__c, 2) * Total_Service_Terms__c)
|
Currency(18,2) |
|
| Ext_Term_Cost__c |
Ext. Term Cost |
Pre-Spring 2018 |
Formula:
CASE(Total_Service_Terms__c, 0, Term_Cost__c, 1,(Total_First_RC_Term_Cost_Formula__c), (Total_First_RC_Term_Cost_Formula__c + Total_Last_RC_Term_Cost_Formula__c + (Term_Cost__c * (Total_Service_Terms__c - 2))) )
|
Currency(18,2) |
|
| Extend_Description__c |
Ext. Description |
Pre-Spring 2018 |
|
Html(32000) |
|
| Extended_Cost__c |
Ext. Item Cost |
Pre-Spring 2018 |
The quantity multiplied by the item cost per unit
Formula:
if(Total_Service_Terms__c = 0 || CONTAINS(Text(CQL_Type__c),'Service'), Supplier_Price__c * Quantity__c, ((Supplier_Price__c * Quantity__c) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,9) |
|
| Extended_Customer_Price_Options__c |
Ext. Customer Price Options |
Pre-Spring 2018 |
Formula:
if(Total_Service_Terms__c = 0, (Quantity__c * Options_Customer_Price__c), ((Quantity__c * Options_Customer_Price__c) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,2) |
|
| Extended_Customer_Price_With_Options__c |
Ext. Customer Price w/Options |
Pre-Spring 2018 |
The quantity of units multiplied by the customer price w/options
Formula:
if(Total_Service_Terms__c = 0, round(Quantity__c * Customer_Price_With_Options__c, 2), (round(Quantity__c * Customer_Price_With_Options__c, 2) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,9) |
|
| Extended_Customer_Price__c |
Ext. Customer Price |
Pre-Spring 2018 |
The quantity multiplied by the customer price per unit
Formula:
round(Quantity__c * Customer_Price__c, If(!ISBLANK($Setup.Organization_Settings__c.Number_of_Decimal_Digits__c), $Setup.Organization_Settings__c.Number_of_Decimal_Digits__c, 2)) * if(Total_Service_Terms__c = 0, 1, RC_Terms__c * Total_Service_Terms__c)
|
Currency(18,9) |
|
| Extended_Internal_Sell_Price_Options__c |
Ext. Internal Sell Price Options |
Pre-Spring 2018 |
The Quantity of Units multiplied by options internal sell Price
Formula:
if(Total_Service_Terms__c = 0, (Quantity__c * Options_Internal_Sell_Price__c),((Quantity__c * Options_Internal_Sell_Price__c) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,2) |
|
| Extended_Internal_Sell_Price__c |
Ext. Internal Sell Price |
Pre-Spring 2018 |
The quantity multiplied by the internal sell price per unit
Formula:
round(Quantity__c * Price__c, If(!ISBLANK($Setup.Organization_Settings__c.Number_of_Decimal_Digits__c), $Setup.Organization_Settings__c.Number_of_Decimal_Digits__c, 2)) * if(Total_Service_Terms__c = 0, 1, RC_Terms__c * Total_Service_Terms__c)
|
Currency(18,9) |
|
| Extended_Item_Cost_Options__c |
Ext. Item Cost Options |
Pre-Spring 2018 |
The Quantity of Units multiplied by option cost per unit
Formula:
if(Total_Service_Terms__c = 0 || CONTAINS(Text(CQL_Type__c),'Service'), (Quantity__c * Options_Item_Cost__c),((Quantity__c * Options_Item_Cost__c) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,2) |
|
| Extended_Item_Cost_With_Options__c |
Ext. Item Cost w/Options |
Pre-Spring 2018 |
The quantity of units multiplied by the item cost w/ options
Formula:
if(Total_Service_Terms__c = 0 || CONTAINS(Text(CQL_Type__c),'Service'), round(Quantity__c * Item_Cost_With_Options_Formula__c, 2), (round(Quantity__c * Item_Cost_With_Options_Formula__c, 2) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,2) |
|
| Extended_List_Price_Options__c |
Ext. List Price Options |
Pre-Spring 2018 |
The Quantity of Units multiplied by options list price
Formula:
if(Total_Service_Terms__c = 0, (Quantity__c * Options_List_Price__c), ((Quantity__c * Options_List_Price__c) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,2) |
|
| Extended_List_Price_With_Options__c |
Ext. List Price w/Options |
Pre-Spring 2018 |
The quantity of units multiplied by the list price w/options
Formula:
if(Total_Service_Terms__c = 0, (Quantity__c * List_Price_With_Options_Formula__c), ((Quantity__c * List_Price_With_Options_Formula__c) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,2) |
|
| Extended_List_Price__c |
Ext. List Price |
Pre-Spring 2018 |
The quantity multiplied by the list price per unit
Formula:
if(Total_Service_Terms__c = 0, round((List_Price__c * Quantity__c), If(!ISBLANK($Setup.Organization_Settings__c.Number_of_Decimal_Digits__c), $Setup.Organization_Settings__c.Number_of_Decimal_Digits__c, 2)), ((List_Price__c * Quantity__c) * RC_Terms__c) * Total_Service_Terms__c)
|
Currency(18,9) |
|
| First_Term_RC_Discount__c |
First term RC Discount |
Pre-Spring 2018 |
First Term RC Discount (Read Only To The User). The amount discounted on the first recurring service term
|
Currency(18,2) |
0 |
| Gross_Annual_Contract_Value__c |
Gross Annual Contract Value |
Pre-Spring 2018 |
Total gross annual contract value for the customer quotation line excluding percentage based pricing.
|
Currency(11,2) |
0 |
| Gross_Percent_with_Rebate_Discounts__c |
Gross Percent with Rebate Discount |
Pre-Spring 2018 |
Percentage of gross profit from rebates
Formula:
IF(Ext_Internal_Sell_Price_With_Options__c = 0, -1, Gross_Profit_with_Rebate_Discounts__c/(Ext_Internal_Sell_Price_With_Options__c - Customer_Rebate_Discount__c ))
|
Percent(18,2) |
|
| Gross_Profit_Percent_With_Options__c |
Gross Profit Percent w/Options |
Pre-Spring 2018 |
Formula:
IF(Ext_Internal_Sell_Price_With_Options__c = 0, -1, Gross_Profit_With_Options__c / Ext_Internal_Sell_Price_With_Options__c)
|
Percent(18,2) |
|
| Gross_Profit_With_Options__c |
Gross Profit w/Options |
Pre-Spring 2018 |
Formula:
round(Ext_Internal_Sell_Price_With_Options__c - Extended_Item_Cost_With_Options__c,2)
|
Currency(18,2) |
|
| Gross_Profit__c |
Gross Profit Percent |
Pre-Spring 2018 |
Formula:
IF(Extended_Internal_Sell_Price__c = 0, -1, Over_All_Revenue_Price__c / Extended_Internal_Sell_Price__c)
|
Percent(18,1) |
|
| Gross_Profit_with_Rebate_Discounts__c |
Gross Profit with Rebate Discounts |
Pre-Spring 2018 |
Total gross profit including rebates
Formula:
round(Ext_Internal_Sell_Price_With_Options__c - Customer_Rebate_Discount__c, 2) - Extended_Item_Cost_With_Options__c
|
Currency(18,2) |
|
| GroupIndex__c |
GroupIndex |
Pre-Spring 2018 |
|
Number(6,2) |
|
| Internal_Option_Price__c |
Internal Option Price |
Pre-Spring 2018 |
|
Currency(18,9) |
0 |
| Internal_Sell_Price_With_Options_Formula__c |
Internal Sell Price W/Options |
Pre-Spring 2018 |
The internal sell price plus the options internal sell price
Formula:
Price__c + Options_Internal_Sell_Price__c
|
Currency(18,9) |
|
| Internal_Sell_Price_With_Options__c |
Deprecated Internal Sell Price W/Options |
Fall 2020 |
|
Currency(18,2) |
0 |
| IsAnItemOption__c |
IsAnItemOption |
Pre-Spring 2018 |
|
Checkbox |
false |
| IsChildRecord__c |
IsChildRecord |
Pre-Spring 2018 |
Is the line a child record of another customer quotation line.
|
Checkbox |
false |
| ItemIndex__c |
Line |
Pre-Spring 2018 |
|
Number(7,3) |
|
| Item_Cost_With_Options_Formula__c |
Item Cost w/Options |
Pre-Spring 2018 |
The item cost plus the options item cost
Formula:
Supplier_Price__c + Options_Item_Cost__c
|
Currency(18,9) |
|
| Item_Cost_With_Options__c |
Deprecated Item Cost W/Options |
Fall 2020 |
|
Currency(18,2) |
0 |
| Item_Description_New__c |
Item Description New |
Pre-Spring 2018 |
|
Text(255) |
|
| Item_Description__c |
Item Description |
Pre-Spring 2018 |
Formula:
IF( Item_Number__c != null, Item_Number__r.Item_Description__c , Item_Description_New__c )
|
Text |
|
| Item_Exists_in_Item_Master__c |
Item Exists in Item Master |
Pre-Spring 2018 |
This field is automatically checked if the item specified in the item number exists in the Item Master
|
Checkbox |
false |
| Item_Number_New__c |
Item Number - New |
Pre-Spring 2018 |
Use this Item Number field for Items not currently in the system
|
Text(80) |
|
| Item_Number__c |
Item Number |
Pre-Spring 2018 |
For parts that are currently in the Item Master, this field is used instead of the Item Master - New field. This is the part being quoted.
Looks up to: Item__c
|
Lookup |
|
| Item_Option__c |
Item Option |
Pre-Spring 2018 |
Looks up to: Item_Option__c
|
Lookup |
|
| Item_Quote_Description__c |
Item Quote Description |
Pre-Spring 2018 |
This is used to describe the product being quoted - It is pre-populated with basic Item Master description information and can be added to as desired. Note only effective for current line item on a specific quote and does not change standard description
|
LongTextArea(32000) |
|
| Item_Type_New__c |
Item Type New |
Pre-Spring 2018 |
Item Type establishes warnings within the system based on capabilities
|
Picklist:
Capital Equipment
Consumable
Repairable
Rotable
Tool |
|
| Last_Term_RC_Discount__c |
Last Term RC Discount |
Pre-Spring 2018 |
The amount discounted on the last recurring service term
|
Currency(18,2) |
0 |
| Line_Type__c |
Line Type |
Pre-Spring 2018 |
Formula:
$RecordType.DeveloperName
|
Text |
|
| List_Price_With_Options_Formula__c |
List Price w/Options |
Pre-Spring 2018 |
The list price plus the options list price
Formula:
List_Price__c + Options_List_Price__c
|
Currency(18,9) |
|
| List_Price_With_Options__c |
Deprecated List Price W/Options |
Fall 2020 |
|
Currency(18,2) |
0 |
| List_Price__c |
List Price |
Pre-Spring 2018 |
The list price per one unit in the unit of measure specified
|
Currency(18,9) |
0 |
| Lookup_Manufacturer__c |
Known Manufacturer |
Pre-Spring 2018 |
Looks up to: Manufacturer__c
|
Lookup |
|
| MandatoryItem__c |
MandatoryItem |
Pre-Spring 2018 |
Check to see if line is mandatory, so the use can not remove it from list.
|
Checkbox |
false |
| Manufacturer_New__c |
Manufacturer - New |
Pre-Spring 2018 |
|
Text(150) |
|
| Manufacturer__c |
Manufacturer |
Pre-Spring 2018 |
|
Text(255) |
|
| Margin_Percent__c |
Percent |
Pre-Spring 2018 |
|
Percent(5,2) |
0 |
| Margin__c |
Margin |
Pre-Spring 2018 |
Set margin per line.
|
Number(18,0) |
|
| Maximum_List_Price__c |
Maximum List Price |
Pre-Spring 2018 |
This is a read only field that is populated during the quoting process.
|
Currency(18,9) |
|
| Minimum_List_Price__c |
Minimum List Price |
Pre-Spring 2018 |
This is a read only field and is populated during the quoting process from the selected price entry
|
Currency(18,9) |
|
| Minimum_Order_Quantity__c |
Minimum Order Quantity |
Pre-Spring 2018 |
|
Number(18,4) |
|
| Monthly_Recurring_Revenue__c |
Monthly Recurring Revenue |
Pre-Spring 2018 |
Monthly revenue for the customer quotation line. This is calculated by subtracting the Annual Contract Value from the Total Contract Value and dividing the result by 12.
|
Currency(18,2) |
0 |
| NRC_After_Discount__c |
NRC After Discount |
Pre-Spring 2018 |
Nonrecurring base fees after discount
Formula:
NRC_Base_Fees__c - NRC_Discounted_Price__c
|
Currency(18,9) |
|
| NRC_Base_Fees__c |
NRC Base |
Pre-Spring 2018 |
Nonrecurring base fees
|
Currency(18,9) |
0 |
| NRC_Contract_Value__c |
NRC Contract Value |
Pre-Spring 2018 |
Total nonrecurring value for line
Formula:
NRC_Extended_After_Discounts__c
|
Currency(18,2) |
|
| NRC_Discounted_Percent__c |
NRC Discounted % |
Pre-Spring 2018 |
Percent discounted for nonrecurring base fees
|
Percent(5,2) |
0 |
| NRC_Discounted_Price__c |
NRC Discounted |
Pre-Spring 2018 |
Discounted amount for nonrecurring base fees
|
Currency(18,9) |
0 |
| NRC_Extended_After_Discounts__c |
NRC Ext. After Discounts |
Pre-Spring 2018 |
Total nonrecurring fees after discounts
Formula:
round(NRC_With_Options_After_Discounts__c * Quantity__c, If(!ISBLANK($Setup.Organization_Settings__c.Number_of_Decimal_Digits__c), $Setup.Organization_Settings__c.Number_of_Decimal_Digits__c, 2))
|
Currency(18,9) |
|
| NRC_Extended__c |
NRC Ext. |
Pre-Spring 2018 |
Total nonrecurring fees
|
Currency(18,9) |
0 |
| NRC_Invoiced__c |
NRC Invoiced |
Pre-Spring 2018 |
Nonrecurring amount invoiced
|
Currency(18,2) |
0 |
| NRC_Not_Invoiced__c |
NRC Not Invoiced |
Pre-Spring 2018 |
Nonrecurring amount not invoiced
Formula:
(Quantity__c * NRC_With_Options_After_Discounts__c) - NRC_Invoiced__c
|
Currency(18,2) |
|
| NRC_Type__c |
NRC Type |
Pre-Spring 2018 |
Indicates whether the non recurring fees on the customer quotation line are for time, material or an option.
|
Picklist:
Material
Option
Time |
|
| NRC_With_Options_After_Discounts__c |
NRC w/Options After Discounts |
Pre-Spring 2018 |
Nonrecurring and options fees for a single unit after discounts
|
Currency(18,9) |
0 |
| NRC_With_Options__c |
NRC w/Options |
Pre-Spring 2018 |
Nonrecurring and options fees for a single unit
|
Currency(18,9) |
0 |
| Net_Annual_Contract_Value__c |
Net Annual Contract Value |
Pre-Spring 2018 |
Net annual contract value for the customer quotation line excluding percentage based pricing.
|
Currency(11,2) |
0 |
| New_Supplier__c |
New Supplier |
Pre-Spring 2018 |
|
Text(255) |
|
| No_Bid__c |
No Bid? |
Pre-Spring 2018 |
|
Checkbox |
false |
| Option_NRC__c |
Option NRC |
Pre-Spring 2018 |
Total NRC options for the parent customer quotation line.
|
Currency(18,9) |
0 |
| Option_RC__c |
Option RC |
Pre-Spring 2018 |
Total RC options for the parent customer quotation line.
|
Currency(18,9) |
0 |
| Options_Customer_Price__c |
Options Customer Price |
Pre-Spring 2018 |
|
Currency(18,9) |
0 |
| Options_Internal_Sell_Price__c |
Options Internal Sell Price |
Pre-Spring 2018 |
The internal price for all options per one unit
|
Currency(18,9) |
0 |
| Options_Item_Cost__c |
Options Item Cost |
Pre-Spring 2018 |
The cost for all options per one unit
|
Currency(18,9) |
0 |
| Options_List_Price__c |
Options List Price |
Pre-Spring 2018 |
The list price for all options per one unit
|
Currency(18,9) |
0 |
| Original_Internal_Sell_Price__c |
Original Internal Sell Price |
Pre-Spring 2018 |
Original internal sell price before any bottom line discount.
|
Currency(18,9) |
|
| Over_All_Revenue_Price__c |
Gross Profit |
Pre-Spring 2018 |
Formula:
If(No_Bid__c, 0, (Extended_Internal_Sell_Price__c - Extended_Cost__c))
|
Currency(18,9) |
|
| Override_Avalara_Tax_Code__c |
Override Avalara Tax Code |
Winter 2023 |
Avalara tax code used for the item. When defined, the value is used to calculate tax for the line in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings.
|
Text(20) |
|
| Parent_Customer_Quotation_Line__c |
Parent Customer Quotation Line |
Pre-Spring 2018 |
Looks up to: Customer_Quotation_Line__c
|
Lookup |
|
| Percentage_Based_Pricing__c |
Percentage Based Pricing |
Pre-Spring 2018 |
This checkbox is set by the system depending on the chosen pricing method.
|
Checkbox |
false |
| PriceList__c |
PriceList |
Pre-Spring 2018 |
The field is populated by a background process. It references a price from the price list that applies to this quote line.
Looks up to: Price__c
|
Lookup |
|
| Price_List_Overridden__c |
Price List Overridden |
Pre-Spring 2018 |
List price was overridden by user
|
Checkbox |
false |
| Price_Type__c |
Price Type |
Pre-Spring 2018 |
The price type that the selected quote line item is assigned to.
Looks up to: Price_Type__c
|
Lookup |
|
| Price__c |
Internal Sell Price |
Pre-Spring 2018 |
The price for the item being quoted. The price is for the unit of measure - for example, if the unit of measure is "each" and the price is 2.00, then an order of 4 is 8.00.
|
Currency(18,9) |
0 |
| Pricing_Action__c |
Pricing Action |
Pre-Spring 2018 |
What method was used in pricing the line.
|
Text(25) |
|
| Product_Group_New__c |
Product Group New |
Pre-Spring 2018 |
Defines the logical group this items belongs to (e.g., computing equipment, printing supplies).
Looks up to: Product_Group__c
|
Lookup |
|
| Prorated_Billing_Amount__c |
Prorated Billing Amount |
Pre-Spring 2018 |
Prorated amount from the change request line. The amount is based on the changes to the contract line and the difference between the Effective Date and the Billed Through date.
|
Currency(11,2) |
0 |
| Quantity__c |
Quantity |
Pre-Spring 2018 |
The quantity of the specific item requested
|
Number(18,4) |
|
| QuoteItem_Description__c |
Quote Item Description |
Pre-Spring 2018 |
Displayable description of item
Formula:
IF( Item_Number__c != null, Item_Number__r.Item_Description__c , Item_Description_New__c )
|
Text |
|
| QuoteItem__c |
Item to Quote |
Pre-Spring 2018 |
Displayable item for quote line
Formula:
IF( Item_Number__c != null, Item_Number__r.Name , Item_Number_New__c )
|
Text |
|
| Quote_Line_Group__c |
Quote Line Group |
Pre-Spring 2018 |
Looks up to: Quote_Line_Group__c
|
Lookup |
|
| RC_After_Discount__c |
RC After Discount |
Pre-Spring 2018 |
Recurring base fees after discount
Formula:
RC_Base_Fees__c - RC_Discounted_Price__c
|
Currency(18,9) |
|
| RC_Base_Fees__c |
RC Base |
Pre-Spring 2018 |
Recurring base fees
|
Currency(18,9) |
0 |
| RC_Contract_Val__c |
RC Contract Value |
Pre-Spring 2018 |
Total recurring fees for the customer quotation line.
|
Currency(11,2) |
0 |
| RC_Contract_Value__c |
Term Value |
Pre-Spring 2018 |
Recurring term value for the line
Formula:
RC_Extended_After_Discounts__c * RC_Terms__c
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Currency(18,2) |
|
| RC_Cost_With_Options__c |
RC Cost W/Options |
Pre-Spring 2018 |
|
Currency(18,9) |
0 |
| RC_Cost__c |
RC Cost |
Pre-Spring 2018 |
|
Currency(18,9) |
0 |
| RC_Discounted_Percent__c |
RC Discounted % |
Pre-Spring 2018 |
Percent discounted for recurring base fees
|
Percent(5,2) |
0 |
| RC_Discounted_Price__c |
RC Discounted |
Pre-Spring 2018 |
Discounted amount for recurring base fees
|
Currency(18,9) |
0 |
| RC_Extended_After_Discounts__c |
RC Ext. After Discounts |
Pre-Spring 2018 |
Total recurring fees after discount
Formula:
round(RC_With_Options_After_Discounts__c * Quantity__c, If(!ISBLANK($Setup.Organization_Settings__c.Number_of_Decimal_Digits__c), $Setup.Organization_Settings__c.Number_of_Decimal_Digits__c, 2))
|
Currency(18,9) |
|
| RC_Extended__c |
RC Ext. |
Pre-Spring 2018 |
Total recurring fees
|
Currency(18,9) |
0 |
| RC_Terms__c |
RC Terms |
Pre-Spring 2018 |
Number of days or months that make up the a single contract term. For instance, if the Service Term is Annual, the value of this field is 12. This indicates that a single contract term is 12 months.
|
Currency(5,0) |
1 |
| RC_With_Options_After_Discounts__c |
RC w/Options After Discounts |
Pre-Spring 2018 |
Recurring and options fees for a single unit after discounts
|
Currency(18,9) |
0 |
| RC_With_Options__c |
RC w/Options |
Pre-Spring 2018 |
Recurring and options fees for a single unit
|
Currency(18,9) |
0 |
| Received_RFQ_Item__c |
Received RFQ Item |
Pre-Spring 2018 |
Reference to the received RFQ line item. Set by the conversion from RRFQ to Customer Quotation
Looks up to: Received_RFQ_Item__c
|
Lookup |
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| Remaining_Terms__c |
Remaining # Terms |
Pre-Spring 2018 |
The number of terms remaining to bill on this line. The is populated from the service contract line.
|
Number(5,0) |
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| Requested_Delivery_Date__c |
Requested Delivery Date |
Pre-Spring 2018 |
Enter the date the Customer/Prospect has requested delivery
|
Date |
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| Service_Being_Quoted__c |
Service Being Quoted |
Pre-Spring 2018 |
A description of the service that is being quoted.
|
LongTextArea(32000) |
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| Service_Contract_Line_Option__c |
Service Contract Line Option |
Pre-Spring 2018 |
Looks up to: Service_Order_Line_Option__c
|
Lookup |
|
| Service_Contract_Line_Status__c |
Service Contract Line Status |
Pre-Spring 2018 |
|
Picklist:
Cancelled
Locked
Modify
Not Editable |
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| Service_Contract_Line__c |
Service Contract Line |
Pre-Spring 2018 |
Looks up to: Service_Order_Line__c
|
Lookup |
|
| Service_Term_End_Date__c |
Service Term End Date |
Pre-Spring 2018 |
This is the End date for a service being rendered - such as a support contract
|
Date |
|
| Service_Term_Start_Date__c |
Service Term Start Date |
Pre-Spring 2018 |
This is the beginning date for a service being rendered - such as a support contract
|
Date |
|
| Service_Term__c |
Service Term |
Pre-Spring 2018 |
Looks up to: Service_Term__c
|
Lookup |
|
| Ship_to_City__c |
Ship-to City |
Pre-Spring 2018 |
|
Text(100) |
|
| Ship_to_Country__c |
Ship-to Country |
Pre-Spring 2018 |
|
Text(100) |
|
| Ship_to_State_Province__c |
Ship-to State / Province |
Pre-Spring 2018 |
|
Text(100) |
|
| Ship_to_Street_2__c |
Ship-to Street 2 |
Pre-Spring 2018 |
|
Text(100) |
|
| Ship_to_Street__c |
Ship-to Street |
Pre-Spring 2018 |
|
Text(100) |
|
| Ship_to_Zip_Postal_Code__c |
Ship-to Zip / Postal Code |
Pre-Spring 2018 |
|
Text(15) |
|
| Shipping_Address_Validated__c |
Shipping Address Validated |
Winter 2023 |
Indicates whether the shipping address of the customer quotation line has been validated against the addresses in the external tax calculation service. Automatically selected after you validate the shipping address of the line. Automatically deselected after you change any of the ship-to address fields.
|
Checkbox |
false |
| Sourcing_Response__c |
Selected Response |
Pre-Spring 2018 |
Looks up to: Sourcing_Response__c
|
Lookup |
|
| Status__c |
Status |
Pre-Spring 2018 |
The price field contains a valid price if the status is Bid otherwise the price is not a valid price. This is used to indicate the user does not wish to supply a quote for the particular item.
|
Picklist:
Bid
New
No Bid |
|
| Supplier_Catalog_Overridden__c |
Supplier Catalog Overridden |
Pre-Spring 2018 |
Supplier Catalog Price was overridden by user
|
Checkbox |
false |
| Supplier_Catalogue_Item__c |
Supplier Catalogue Item |
Pre-Spring 2018 |
Looks up to: Supplier_Catalogue_Item__c
|
Lookup |
|
| Supplier_Catalogue_Price_Break__c |
Supplier Catalogue Price Break |
Pre-Spring 2018 |
Supplier Catalogue Price Break used to calculate the price for this line.
Looks up to: Supplier_Catalogue_Price_Break__c
|
Lookup |
|
| Supplier_Price__c |
Item Cost |
Pre-Spring 2018 |
The quoted price for a single unit from a supplier
|
Currency(18,9) |
0 |
| Supplier_Quote_Number__c |
Supplier Quote Number |
Pre-Spring 2018 |
|
Text(100) |
|
| Supplier_Site__c |
Supplier Site |
Pre-Spring 2018 |
Looks up to: Supplier_Site__c
|
Lookup |
|
| Supplier__c |
Supplier |
Pre-Spring 2018 |
Supplier for line item.
|
Text(100) |
|
| Tag_Information__c |
Tag Information |
Pre-Spring 2018 |
|
Date |
|
| Tax_Name_1__c |
Tax Name 1 |
Winter 2023 |
Name of the tax used when calculating tax for this customer quotation line. You can use up to three fields to represent the state, county, and city tax authorities.
|
Text(100) |
|
| Tax_Name_2__c |
Tax Name 2 |
Winter 2023 |
Name of the tax used when calculating tax for this customer quotation line. You can use up to three fields to represent the state, county, and city tax authorities.
|
Text(100) |
|
| Tax_Name_3__c |
Tax Name 3 |
Winter 2023 |
Name of the tax used when calculating tax for this customer quotation line. You can use up to three fields to represent the state, county, and city tax authorities.
|
Text(100) |
|
| Tax_Rate_1__c |
Tax Rate 1 |
Winter 2023 |
Tax rate to use when calculating tax for this customer quotation line.
|
Percent(7,4) |
|
| Tax_Rate_2__c |
Tax Rate 2 |
Winter 2023 |
Tax rate to use when calculating tax for this customer quotation line.
|
Percent(7,4) |
|
| Tax_Rate_3__c |
Tax Rate 3 |
Winter 2023 |
Tax rate to use when calculating tax for this customer quotation line.
|
Percent(7,4) |
|
| Tax_Rate__c |
Tax Rate |
Winter 2023 |
Total tax rate to use when calculating tax for this customer quotation line.
|
Percent(7,4) |
|
| Tax_Value_1__c |
Tax Value 1 |
Winter 2023 |
Tax value calculated from the corresponding tax rate.
|
Currency(9,2) |
|
| Tax_Value_2__c |
Tax Value 2 |
Winter 2023 |
Tax value calculated from the corresponding tax rate.
|
Currency(9,2) |
|
| Tax_Value_3__c |
Tax Value 3 |
Winter 2023 |
Tax value calculated from the corresponding tax rate.
|
Currency(9,2) |
|
| Tax__c |
Tax |
Winter 2023 |
Total tax value for the customer quotation line.
|
Currency(9,2) |
|
| Term_Cost__c |
Term Cost |
Pre-Spring 2018 |
Formula:
if(RC_Terms__c !=0, RC_Terms__c, 1) * round(Quantity__c * if( RC_Cost_With_Options__c != 0, RC_Cost_With_Options__c, if(RC_Cost__c != 0, RC_Cost__c, 0)),2)
|
Currency(18,2) |
|
| Total_Contact_Cost__c |
Total Contract Cost |
Pre-Spring 2018 |
Formula:
round(if(!ISBLANK(Total_RC_Cost__c) && Total_RC_Cost__c > 0, Total_RC_Cost__c, Ext_Term_Cost__c) + Extended_Item_Cost_With_Options__c, 2)
|
Currency(18,2) |
|
| Total_Delta_Contract_Line_Cost__c |
Total Delta Contract Line Cost |
Pre-Spring 2018 |
Change to the Total Cost of the contract line when the change request line is applied.
|
Currency(11,2) |
0 |
| Total_Delta_Contract_Line_Value__c |
Total Delta Contract Line Value |
Pre-Spring 2018 |
Change to the Total Contract Value of the contract line after the change request line is applied.
|
Currency(11,2) |
0 |
| Total_First_RC_Term_Cost_Formula__c |
Total First RC Term Cost |
Pre-Spring 2018 |
The total recurring cost with options for the first term (Read Only)
Formula:
if(Total_First_RC_Term_Cost__c = 0, Term_Cost__c, Total_First_RC_Term_Cost__c)
|
Currency(18,2) |
|
| Total_First_RC_Term_Cost__c |
Total First RC Term Cost |
Pre-Spring 2018 |
The total recurring cost with options for the first term
|
Currency(18,2) |
0 |
| Total_First_Term_RC_Contract_Val_Formula__c |
Total First Term RC Contract Value |
Pre-Spring 2018 |
The total recurring fees minus discounts for the first term of service (Read Only)
Formula:
if(ISBLANK(Total_First_Term_RC_Contract_Value__c), RC_Contract_Value__c, Total_First_Term_RC_Contract_Value__c)
|
Currency(18,2) |
|
| Total_First_Term_RC_Contract_Value__c |
Total First Term RC Contract Value |
Pre-Spring 2018 |
The total recurring fees minus discounts for the first term of service
|
Currency(18,2) |
|
| Total_Item_Value__c |
Total Contract Value |
Pre-Spring 2018 |
The total contract value of the line including options.
Formula:
round(if(!ISBLANK(RC_Contract_Val__c) && RC_Contract_Val__c > 0, RC_Contract_Val__c + NRC_Extended_After_Discounts__c, CASE(Total_Service_Terms__c, 0, RC_Contract_Value__c + NRC_Extended_After_Discounts__c, 1, Total_First_Term_RC_Contract_Value__c + NRC_Extended_After_Discounts__c, (Total_First_Term_RC_Contract_Value__c + Total_Last_Term_RC_Contract_Value__c+ (RC_Contract_Value__c * (Total_Service_Terms__c - 2)) + NRC_Extended_After_Discounts__c))),2)
|
Currency(18,2) |
|
| Total_Last_RC_Term_Cost_Formula__c |
Total Last RC Term Cost |
Pre-Spring 2018 |
The total recurring cost with options for the last term (Read Only)
Formula:
if(Total_Last_RC_Term_Cost__c = 0, Term_Cost__c, Total_Last_RC_Term_Cost__c)
|
Currency(18,2) |
|
| Total_Last_RC_Term_Cost__c |
Total Last RC Term Cost |
Pre-Spring 2018 |
The total recurring cost with options for the last term
|
Currency(18,2) |
0 |
| Total_Last_Term_RC_Contract_Val_Formula__c |
Total Last Term RC Contract Value |
Pre-Spring 2018 |
The total recurring fees minus discounts for the Last term of service (Read Only)
Formula:
if(Total_Last_Term_RC_Contract_Value__c = 0, RC_Contract_Value__c, Total_Last_Term_RC_Contract_Value__c)
|
Currency(18,2) |
|
| Total_Last_Term_RC_Contract_Value__c |
Total Last Term RC Contract Value |
Pre-Spring 2018 |
The total recurring fees minus discounts for the Last term of service
|
Currency(18,2) |
0 |
| Total_Price__c |
Total Internal Sell Price |
Pre-Spring 2018 |
Total price is the price multiplied by the quantity.
Formula:
Ext_Internal_Sell_Price_With_Options__c
|
Currency(18,2) |
|
| Total_RC_Cost__c |
Total RC Cost |
Pre-Spring 2018 |
The total recurring cost for this line.
|
Currency(18,2) |
|
| Total_Service_Terms__c |
# of Terms |
Pre-Spring 2018 |
Numeric value of service terms in duration Example: Service Term is Annual, Numeric Value 3 Years
|
Number(5,0) |
0 |
| Traceability_Code__c |
Traceability Code |
Pre-Spring 2018 |
|
Picklist:
0078
121
129
135
145
8130
COFC
EASA
OEM
OTH
TCFO |
|
| UOM__c |
UOM |
Pre-Spring 2018 |
Formula:
Item_Number__r.Stocking_UOM__r.Name
|
Text |
|
| Unit_of_Measure__c |
Unit of Measure for New Item |
Pre-Spring 2018 |
The unit of measure for the item being quoted.
Looks up to: Unit_of_Measure__c
|
Lookup |
|
| Up_Sell_Cross_Sell__c |
Up Sell Cross Sell |
Pre-Spring 2018 |
Looks up to: Up_Sell_Cross_Sell__c
|
Lookup |
|
| Used_Price__c |
Used Price |
Pre-Spring 2018 |
Price List price used to calculate the price for this line.
Looks up to: Price__c
|
Lookup |
|
| mandatory__c |
mandatory |
Pre-Spring 2018 |
For all children Items
|
Checkbox |
false |
