| Account__c |
Shipping Account |
Summer 2020 |
Salesforce account representing the location the product is shipped to. The account must be a descendant of the related billing document account and contain complete address details. Descendants up to five relationships deep in the hierarchy are valid.
Looks up to: Account
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Lookup |
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| AnalysisItem1__c |
Analysis Item 1 |
Pre-Spring 2018 |
Used to sub-analyze billing document lines and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
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Lookup |
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| AnalysisItem2__c |
Analysis Item 2 |
Pre-Spring 2018 |
Used to sub-analyze billing document lines and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
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Lookup |
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| AnalysisItem3__c |
Analysis Item 3 |
Pre-Spring 2018 |
Used to sub-analyze billing document lines and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
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Lookup |
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| AnalysisItem4__c |
Analysis Item 4 |
Pre-Spring 2018 |
Used to sub-analyze billing document lines and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
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Lookup |
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| BillingDocumentExternalTaxStatus__c |
Billing Document External Tax Status |
Fall 2020 |
Formula field containing the external tax status of the billing document to which the billing document line item belongs.
Formula:
TEXT(BillingDocument__r.ExternalTaxStatus__c)
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Text |
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| BillingDocumentStatus__c |
Billing Document Status |
Pre-Spring 2018 |
Formula field containing the status of the billing document to which the billing document line item belongs.
Formula:
TEXT(BillingDocument__r.DocumentStatus__c)
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Text |
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| BillingDocument__c |
Billing Document |
Pre-Spring 2018 |
Billing document to which this billing document line item belongs.
Looks up to: BillingDocument__c
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MasterDetail |
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| CompanySite__c |
Company Site |
Summer 2020 |
Company site representing the location the product is shipped from. The site must be a child of the related billing document company and contain complete address details.
Looks up to: CompanySite__c
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Lookup |
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| DerivedUnitPrice__c |
Derived Unit Price |
Summer 2022 |
Average price charged per unit before tax. This can be used for integrating with systems that only allow unit price and quantity, with no other adjustments, or when you want the unit price to accurately reflect what is being charged.
Formula:
IF(NetValue__c = 0, 0, NetValue__c / Quantity__c)
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Number(18,9) |
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| DiscountTotal__c |
Discount Total |
Pre-Spring 2018 |
The total discount for this billing document line item.
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Currency(18,2) |
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| InvalidCompanySite__c |
Invalid Company Site |
Summer 2020 |
Indicates that the selected company site is not a child of the billing document company.
Formula:
AND( CompanySite__c != null, OR( BillingDocument__r.Company__c = null, CompanySite__r.Company__c != BillingDocument__r.Company__c))
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Checkbox |
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| InvalidShippingAccount__c |
Invalid Shipping Account |
Summer 2020 |
Indicates that the selected shipping account is not a descendant of the billing document account.
Formula:
AND( Account__c != null, OR( BillingDocument__r.Account__c = null, AND( Account__r.ParentId != BillingDocument__r.Account__c, Account__r.Parent.ParentId != BillingDocument__r.Account__c, Account__r.Parent.Parent.ParentId != BillingDocument__r.Account__c, Account__r.Parent.Parent.Parent.ParentId != BillingDocument__r.Account__c, Account__r.Parent.Parent.Parent.Parent.ParentId != BillingDocument__r.Account__c)))
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Checkbox |
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| LineDescription__c |
Description |
Pre-Spring 2018 |
Description of the billing document line item.
|
TextArea |
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| ManualAddressOverride__c |
Enter Shipping Address Manually |
Summer 2020 |
Indicates that you want to enter and maintain the shipping address manually. If deselected and a shipping account is specified, the account shipping address is saved to the line.
|
Checkbox |
false |
| NetValueBeforeDiscount__c |
Net Value Before Discount |
Pre-Spring 2018 |
The net value of the billing document line item before the discounts are applied.
|
Currency(18,2) |
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| NetValueOverride__c |
Net Value Override |
Pre-Spring 2018 |
Optional manual calculation of the net value.
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Currency(18,2) |
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| NetValue__c |
Net Value |
Pre-Spring 2018 |
Total Value of this billing document line item before tax. This is often equal to Quantity x Unit Price, but may be different if additional discounts have been applied to the line or different prices have been applied for different units.
Formula:
IF(ISNULL(NetValueOverride__c) , Quantity__c * UnitPrice__c, NetValueOverride__c)
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Currency(18,2) |
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| ProductService__c |
Product or Service |
Pre-Spring 2018 |
Lookup to the Salesforce product or service to which this billing document line item relates.
Looks up to: Product2
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Lookup |
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| Quantity__c |
Quantity |
Pre-Spring 2018 |
Number of items included in this billing document line item. This is used to calculate the Total Value of the billing document line item.
|
Number(18,6) |
1.000000 |
| ReportingNetValueNumber__c |
Reporting Net Value Number |
Spring 2020 |
Reporting net value, stored as a number.
Formula:
ReportingNetValue__c
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Number(18,2) |
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| ReportingNetValue__c |
Reporting Net Value |
Pre-Spring 2018 |
Total Value of this billing document line item before tax based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as the Net Value. If the document is a credit note, the value is calculated using the formula: Net Value * -1.
Formula:
IF (ISPICKVAL(BillingDocument__r.DocumentType__c, "Credit Note"), NetValue__c * -1, NetValue__c)
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Currency(18,2) |
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| ReportingTaxValue1__c |
Reporting Tax Value 1 |
Pre-Spring 2018 |
Tax Value 1 of the corresponding Tax Rate based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as Tax Value 1. If the document is a credit note, the value is calculated using the formula: Tax Value 1 * -1.
Formula:
IF (ISPICKVAL(BillingDocument__r.DocumentType__c, "Credit Note"), TaxValue1__c * -1, TaxValue1__c)
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Number(18,2) |
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| ReportingTaxValue2__c |
Reporting Tax Value 2 |
Pre-Spring 2018 |
Tax Value 2 of the corresponding Tax Rate based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as Tax Value 2. If the document is a credit note, the value is calculated using the formula: Tax Value 2 * -1.
Formula:
IF (ISPICKVAL(BillingDocument__r.DocumentType__c, "Credit Note"), TaxValue2__c * -1, TaxValue2__c)
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Number(18,2) |
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| ReportingTaxValue3__c |
Reporting Tax Value 3 |
Pre-Spring 2018 |
Tax Value 3 of the corresponding Tax Rate based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as Tax Value 3. If the document is a credit note, the value is calculated using the formula: Tax Value 3 * -1.
Formula:
IF (ISPICKVAL(BillingDocument__r.DocumentType__c, "Credit Note"), TaxValue3__c * -1, TaxValue3__c)
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Number(18,2) |
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| ReportingTaxValueTotal__c |
Reporting Tax Value Total |
Pre-Spring 2018 |
Total tax for the billing document line item based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as the Tax Value Total. If the document is a credit note, the value is calculated using the formula: Tax Value Total * -1.
Formula:
IF (ISPICKVAL(BillingDocument__r.DocumentType__c, "Credit Note"), TaxValueTotal__c * -1, TaxValueTotal__c)
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Currency(18,2) |
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| ReportingTotalValue__c |
Reporting Total Value |
Pre-Spring 2018 |
Total Value of this billing document line item including tax based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as the Total Value. If the document is a credit note, the value is calculated using the formula: Total Value * -1.
Formula:
IF (ISPICKVAL(BillingDocument__r.DocumentType__c, "Credit Note"), TotalValue__c * -1, TotalValue__c)
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Currency(18,2) |
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| ShippingCity__c |
Shipping City |
Summer 2020 |
Shipping address city.
|
Text(40) |
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| ShippingCountry__c |
Shipping Country |
Summer 2020 |
Shipping address country.
|
Text(40) |
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| ShippingPostalCode__c |
Shipping Zip/Postal Code |
Summer 2020 |
Shipping address postal code.
|
Text(20) |
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| ShippingState__c |
Shipping State/Province |
Summer 2020 |
Shipping address state/province.
|
Text(80) |
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| ShippingStreet__c |
Shipping Street |
Summer 2020 |
Shipping address street.
|
TextArea |
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| TaxCode1__c |
Tax Code 1 |
Pre-Spring 2018 |
Tax code to use when calculating tax for this billing document line item.
Looks up to: TaxCode__c
|
Lookup |
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| TaxCode2__c |
Tax Code 2 |
Pre-Spring 2018 |
Tax code to use when calculating tax for this billing document line item.
Looks up to: TaxCode__c
|
Lookup |
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| TaxCode3__c |
Tax Code 3 |
Pre-Spring 2018 |
Tax code to use when calculating tax for this billing document line item.
Looks up to: TaxCode__c
|
Lookup |
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| TaxRate1__c |
Tax Rate 1 |
Pre-Spring 2018 |
Tax rate to use when calculating tax for this billing document line item.
|
Number(9,5) |
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| TaxRate2__c |
Tax Rate 2 |
Pre-Spring 2018 |
Tax rate to use when calculating tax for this billing document line item.
|
Number(9,5) |
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| TaxRate3__c |
Tax Rate 3 |
Pre-Spring 2018 |
Tax rate to use when calculating tax for this billing document line item.
|
Number(9,5) |
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| TaxRateTotal__c |
Tax Rate Total |
Pre-Spring 2018 |
Total tax rate for the billing document line item.
Formula:
TaxRate1__c + TaxRate2__c + TaxRate3__c
|
Number(10,5) |
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| TaxValue1__c |
Tax Value 1 |
Pre-Spring 2018 |
Tax value calculated from the corresponding tax rate using the formula: Net Value * (Tax Rate / 100).
|
Number(18,2) |
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| TaxValue2__c |
Tax Value 2 |
Pre-Spring 2018 |
Tax value calculated from the corresponding tax rate using the formula: Net Value * (Tax Rate / 100).
|
Number(18,2) |
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| TaxValue3__c |
Tax Value 3 |
Pre-Spring 2018 |
Tax value calculated from the corresponding tax rate using the formula: Net Value * (Tax Rate / 100).
|
Number(18,2) |
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| TaxValueTotal__c |
Tax Value Total |
Pre-Spring 2018 |
Total tax for the billing document line item.
Formula:
TaxValue1__c + TaxValue2__c + TaxValue3__c
|
Currency(18,2) |
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| TotalValue__c |
Total Value |
Pre-Spring 2018 |
Total Value of this billing document line item including tax. The formula used to calculate this is Net Value + Tax Value Total.
Formula:
NetValue__c + TaxValueTotal__c
|
Currency(18,2) |
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| UnitPrice__c |
Unit Price |
Pre-Spring 2018 |
Price of one item for the billing document line item. This will reflect the list price that is normally charged for this item, not necessarily what has actually been charged in this instance.
|
Number(18,9) |
0.000000000 |
