| Account__c |
Account |
Pre-Spring 2018 |
Lookup to the Salesforce Account to which this document relates.
Looks up to: Account
|
Lookup |
|
| AllowRebilling__c |
Allow Rebilling |
Spring 2021 |
Indicates that the credit note allows rebilling.
|
Checkbox |
false |
| AnalysisItem1__c |
Analysis Item 1 |
Pre-Spring 2018 |
Used to sub-analyze billing documents and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
|
Lookup |
|
| AnalysisItem2__c |
Analysis Item 2 |
Pre-Spring 2018 |
Used to sub-analyze billing documents and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
|
Lookup |
|
| AnalysisItem3__c |
Analysis Item 3 |
Pre-Spring 2018 |
Used to sub-analyze billing documents and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
|
Lookup |
|
| AnalysisItem4__c |
Analysis Item 4 |
Pre-Spring 2018 |
Used to sub-analyze billing documents and can be used to represent a number of different business concepts.
Looks up to: AnalysisItem__c
|
Lookup |
|
| BillingAccountName__c |
Billing Account |
Pre-Spring 2018 |
Name of the account to appear on the billing document as the account being billed.
|
Text(255) |
|
| BillingCity__c |
Billing City |
Pre-Spring 2018 |
|
Text(40) |
|
| BillingCountry__c |
Billing Country |
Pre-Spring 2018 |
|
Text(40) |
|
| BillingPostalCode__c |
Billing Zip/Postal Code |
Pre-Spring 2018 |
|
Text(20) |
|
| BillingState__c |
Billing State/Province |
Pre-Spring 2018 |
|
Text(80) |
|
| BillingStreet__c |
Billing Street |
Pre-Spring 2018 |
|
TextArea |
|
| Company__c |
Company |
Pre-Spring 2018 |
Lookup to the associated company.
Looks up to: Company__c
|
Lookup |
|
| CompletionProcessTracking__c |
Completion Process |
Pre-Spring 2018 |
Lookup to the process tracking record to which this billing document currently relates.
Looks up to: ProcessTracking__c
|
Lookup |
|
| CreditNoteReason__c |
Credit Note Reason |
Spring 2020 |
Reason for the credit note. Can also be set on negative invoices.
|
Picklist:
Damaged Goods
Goods Returned
Incorrect Shipment
Overcharge
Retrospective Discount |
|
| CustomerReference__c |
Customer Reference |
Pre-Spring 2018 |
External customer reference.
|
TextArea |
|
| DateIssued__c |
Date Issued |
Pre-Spring 2018 |
Date on which the billing document was sent.
|
Date |
|
| Description__c |
Description |
Pre-Spring 2018 |
Description of the sales invoice or credit note.
|
TextArea |
|
| DiscountTotal__c |
Discount Total |
Pre-Spring 2018 |
The total discount of all billing document line items associated with this billing document.
|
Summary |
|
| DocumentDate__c |
Document Date |
Pre-Spring 2018 |
Date on which the document was created.
|
Date |
TODAY() |
| DocumentDueDate__c |
Document Due Date |
Pre-Spring 2018 |
Date on which payment is expected.
|
Date |
|
| DocumentSource__c |
Document Source |
Spring 2021 |
Indicates where this billing document originates from.
|
Picklist:
Order Management
Services
Subscriptions |
|
| DocumentStatus__c |
Document Status |
Pre-Spring 2018 |
Status of the billing document. The status can be Draft or Complete. When the status is complete, you can only edit the Document Due Date, Customer Reference and Description.
|
Picklist:
Complete
Discarded
Draft
Ready for Review
Superseded |
|
| DocumentTotal__c |
Document Total |
Pre-Spring 2018 |
Total value of all the billing document line items on this billing document.
|
Summary |
|
| DocumentTypePrefix__c |
Document Type Prefix |
Pre-Spring 2018 |
Formula:
IF(ISPICKVAL(DocumentType__c, "Credit Note"), "CRN", "INV")
|
Text |
|
| DocumentType__c |
Document Type |
Pre-Spring 2018 |
Indicates whether the document is a sales invoice or a sales credit note.
|
Picklist:
Credit Note
Invoice |
|
| Engagement__c |
Engagement |
Spring 2021 |
Engagement this billing document relates to.
Looks up to: ff_Engagement__c
|
Lookup |
|
| ExternalDocumentNumber__c |
External Document Number |
Pre-Spring 2018 |
|
Text(255) |
|
| ExternalTaxStatus__c |
External Tax Status |
Summer 2020 |
Status of the external tax calculation if using an external system to calculate tax on the billing document.
|
Picklist:
Calculated
Finalized
Not Calculated
Voided |
|
| FooterText__c |
Footer Text |
Pre-Spring 2018 |
Text to be shown at the end of printed billing documents.
|
Html(131072) |
|
| HeaderText__c |
Header Text |
Pre-Spring 2018 |
Text to be shown at the start of printed billing documents.
|
Html(131072) |
|
| IsBillingAddressValidated__c |
Billing Address Validated |
Pre-Spring 2018 |
Indicates whether the billing address has been validated against the addresses in the external tax calculation service.
Formula:
NOT ( ISBLANK(BillingStreet__c) && ISBLANK(BillingCity__c) && ISBLANK(BillingState__c) && ISBLANK(BillingPostalCode__c) && ISBLANK(BillingCountry__c) ) && ( BillingStreet__c = ValidatedBillingStreet__c ) && ( BillingCity__c = ValidatedBillingCity__c ) && ( BillingState__c = ValidatedBillingState__c ) && ( BillingPostalCode__c = ValidatedBillingPostalCode__c ) && ( BillingCountry__c = ValidatedBillingCountry__c )
|
Checkbox |
|
| IsComplete__c |
Is Complete |
Pre-Spring 2018 |
Formula:
ISPICKVAL(DocumentStatus__c, "Complete")
|
Checkbox |
|
| IsShippingAddressValidated__c |
Shipping Address Validated |
Pre-Spring 2018 |
Indicates whether the shipping address has been validated against the addresses in the external tax calculation service.
Formula:
NOT ( ISBLANK(ShippingStreet__c) && ISBLANK(ShippingCity__c) && ISBLANK(ShippingState__c) && ISBLANK(ShippingPostalCode__c) && ISBLANK(ShippingCountry__c) ) && ( ShippingStreet__c = ValidatedShippingStreet__c ) && ( ShippingCity__c = ValidatedShippingCity__c ) && ( ShippingState__c = ValidatedShippingState__c ) && ( ShippingPostalCode__c = ValidatedShippingPostalCode__c ) && ( ShippingCountry__c = ValidatedShippingCountry__c )
|
Checkbox |
|
| IsTaxCalculated__c |
Tax Calculated |
Spring 2020 |
Indicates if the tax has been calculated for the billing document.
|
Checkbox |
false |
| NetTotal__c |
Net Total |
Pre-Spring 2018 |
The total net value of all billing document line items associated with this billing document.
|
Summary |
|
| NumberOfBillingDocumentLineItems__c |
Number Of Billing Document Line Items |
Pre-Spring 2018 |
Number of billing document line items currently associated with this billing document.
|
Summary |
|
| ProcessingTaxDetails__c |
Creating Tax Breakdown Records |
Fall 2020 |
Indicates that tax breakdown records relating to the billing document are currently being created by a Certinia process.
|
Checkbox |
false |
| RelatedDocument__c |
Related Document |
Pre-Spring 2018 |
Lookup to the related invoice or credit note.
Looks up to: BillingDocument__c
|
Lookup |
|
| ReportingDocumentTotal__c |
Reporting Document Total |
Pre-Spring 2018 |
Total value of all the billing document line items on this billing document based on the Document Type. If the document is an invoice, the value is the same as the Document Total. If the document is a credit note, the value is calculated using the formula: Document Total * -1.
Formula:
IF (ISPICKVAL(DocumentType__c, "Credit Note"), DocumentTotal__c * -1, DocumentTotal__c)
|
Currency(18,2) |
|
| ShippingAccountName__c |
Shipping Account |
Pre-Spring 2018 |
Name of the account to appear on the billing document as the Shipping Account.
|
Text(255) |
|
| ShippingCity__c |
Shipping City |
Pre-Spring 2018 |
|
Text(40) |
|
| ShippingCountry__c |
Shipping Country |
Pre-Spring 2018 |
|
Text(40) |
|
| ShippingPostalCode__c |
Shipping Zip/Postal Code |
Pre-Spring 2018 |
|
Text(20) |
|
| ShippingState__c |
Shipping State/Province |
Pre-Spring 2018 |
|
Text(80) |
|
| ShippingStreet__c |
Shipping Street |
Pre-Spring 2018 |
|
TextArea |
|
| TaxPointDate__c |
Tax Point Date |
Spring 2021 |
The date to use for tax calculation purposes if different from Document Date.
|
Date |
|
| TaxValueTotal__c |
Tax Value Total |
Pre-Spring 2018 |
The total tax value of all billing document line items associated with this billing document.
|
Summary |
|
| ValidatedBillingCity__c |
Validated Billing City |
Pre-Spring 2018 |
Billing address city validated by the external tax calculation service.
|
Text(40) |
|
| ValidatedBillingCountry__c |
Validated Billing Country |
Pre-Spring 2018 |
Billing address country validated by the external tax calculation service.
|
Text(40) |
|
| ValidatedBillingPostalCode__c |
Validated Billing Zip/Postal Code |
Pre-Spring 2018 |
Billing address postal code validated by the external tax calculation service.
|
Text(20) |
|
| ValidatedBillingState__c |
Validated Billing State/Province |
Pre-Spring 2018 |
Billing address state or province validated by the external tax calculation service.
|
Text(20) |
|
| ValidatedBillingStreet__c |
Validated Billing Street |
Pre-Spring 2018 |
Billing address street validated by the external tax calculation service.
|
TextArea |
|
| ValidatedShippingCity__c |
Validated Shipping City |
Pre-Spring 2018 |
Shipping address city validated by the external tax calculation service.
|
Text(40) |
|
| ValidatedShippingCountry__c |
Validated Shipping Country |
Pre-Spring 2018 |
Shipping address country validated by the external tax calculation service.
|
Text(40) |
|
| ValidatedShippingPostalCode__c |
Validated Shipping Zip/Postal Code |
Pre-Spring 2018 |
Shipping address postal code validated by the external tax calculation service.
|
Text(20) |
|
| ValidatedShippingState__c |
Validated Shipping State/Province |
Pre-Spring 2018 |
Shipping address state or province validated by the external tax calculation service.
|
Text(20) |
|
| ValidatedShippingStreet__c |
Validated Shipping Street |
Pre-Spring 2018 |
Shipping address street validated by the external tax calculation service.
|
TextArea |
|
