| Admin_Global_Edit__c |
Admin Global Edit |
Pre-Spring 2018 |
If checked, allows Admin to make 'global' changes to the Misc Adj., including edits to the Misc Adj.'s Project, Resource, Currency, or Date, even if Include In Financials is checked. Config requirement: Actuals Calculation Mode must be set to 'Scheduled'.
|
Checkbox |
false |
| Amount__c |
Amount |
Pre-Spring 2018 |
The monetary amount of the Miscellaneous Adjustment. Defaults to and must always be same currency as Project.
|
Currency(18,2) |
0.00 |
| Approved__c |
Approved |
Pre-Spring 2018 |
This checkbox should be checked when the Miscellaneous Adjustment is approved - typically by a workflow driven by the Status field.
|
Checkbox |
false |
| Approved_for_Billing__c |
Approved for Billing |
Pre-Spring 2018 |
|
Checkbox |
false |
| Approved_for_Vendor_Payment__c |
Approved for Vendor Payment |
Pre-Spring 2018 |
|
Checkbox |
false |
| Approver__c |
Approver |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
|
| Audit_Notes__c |
Audit Notes |
Pre-Spring 2018 |
|
TextArea |
|
| Bill_Date__c |
Bill Date |
Pre-Spring 2018 |
|
Date |
|
| Bill_Transaction__c |
Bill Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
|
| Billed__c |
Billed |
Pre-Spring 2018 |
|
Checkbox |
false |
| Billing_Event_Invoiced__c |
Billing Event Invoiced |
Pre-Spring 2018 |
Reflects Invoiced flag value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Invoiced__c,$Label.common_label_yes,$Label.common_label_no))
|
Text |
|
| Billing_Event_Item__c |
Billing Event Item |
Pre-Spring 2018 |
Looks up to: Billing_Event_Item__c
|
Lookup |
|
| Billing_Event_Released__c |
Billing Event Released |
Pre-Spring 2018 |
Reflects Released flag value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Is_Released__c,$Label.common_label_yes,$Label.common_label_no))
|
Text |
|
| Billing_Event_Status__c |
Billing Event Status |
Pre-Spring 2018 |
Status pick list value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',TEXT(Billing_Event_Item__r.Billing_Event__r.Status__c))
|
Text |
|
| Billing_Event__c |
Billing Event |
Pre-Spring 2018 |
Formula hyperlink to the Billing Event (parent record to the Bill Event Item) if any.
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',HYPERLINK('/'&Billing_Event_Item__r.Billing_Event__c, IF(OR(ISNULL(Billing_Event_Item__r.Billing_Event__r.Name),ISBLANK(Billing_Event_Item__r.Billing_Event__r.Name)),Billing_Event_Item__r.Billing_Event__c,(Billing_Event_Item__r.Billing_Event__r.Name))))
|
Text |
|
| Billing_Hold__c |
Billing Hold |
Pre-Spring 2018 |
If true, this item cannot be billed
|
Checkbox |
false |
| Description__c |
Description |
Pre-Spring 2018 |
|
LongTextArea(32000) |
|
| Effective_Date__c |
Effective Date |
Pre-Spring 2018 |
|
Date |
Today() |
| Eligible_for_Billing__c |
Eligible for Billing |
Pre-Spring 2018 |
Indicates Misc Adjustment is in a state that is eligible for Billing Event Generation (not including the Approved for Billing flag or having an eligible Transaction Category, which may also be required per global config). This means all of the following conditions must be met: Billing Hold = false Exclude from Billing = false Include In Financials = true Billed = false Invoiced = false Billing Event Item = {blank} Project = {not blank} Project's Account = {not blank} Project Exclude From Billing = false
Formula:
IF(AND(NOT(Billing_Hold__c),NOT(Exclude_from_Billing__c),Include_In_Financials__c,NOT(Billed__c),NOT(Invoiced__c),OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c)),NOT(OR(ISNULL(Project__c),ISBLANK(Project__c))),NOT(OR(ISNULL(Project__r.Account__c),ISBLANK(Project__r.Account__c))),NOT(Project__r.Exclude_From_Billing__c)),$Label.common_label_yes,$Label.common_label_no)
|
Text |
|
| Exclude_from_Billing__c |
Exclude from Billing |
Pre-Spring 2018 |
If checked, never bill this business record. Same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.
|
Checkbox |
false |
| Include_In_Financials__c |
Include In Financials |
Pre-Spring 2018 |
|
Checkbox |
false |
| Invoice_Date__c |
Invoice Date |
Pre-Spring 2018 |
|
Date |
|
| Invoice_Number__c |
Invoice Number |
Pre-Spring 2018 |
|
Text(80) |
|
| Invoice_Transaction__c |
Invoice Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
|
| Invoiced__c |
Invoiced |
Pre-Spring 2018 |
|
Checkbox |
false |
| Override_Project_Group_Currency_Code__c |
Override Project Group Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Group__r.CurrencyIsoCode)
|
Text |
|
| Override_Project_Group__c |
Override Project Group |
Pre-Spring 2018 |
If this field is set, it overrides the Group to which a Misc Adjustment's Transactions will roll up for Group Actuals, even if its Project is in a different Group. Typically a Misc Adjustment's Transactions roll up to its Project's Group. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Grp__c
|
Lookup |
|
| Override_Project_Practice_Currency_Code__c |
Override Project Practice Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Practice__r.CurrencyIsoCode)
|
Text |
|
| Override_Project_Practice__c |
Override Project Practice |
Pre-Spring 2018 |
If this field is set, it overrides the Practice to which a Misc Adjustment's Transactions will roll up for Practice Actuals, even if its Project is in a different Practice. Typically a Misc Adjustment's Transactions roll up to its Project's Practice. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Practice__c
|
Lookup |
|
| Override_Project_Region_Currency_Code__c |
Override Project Region Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Region__r.CurrencyIsoCode)
|
Text |
|
| Override_Project_Region__c |
Override Project Region |
Pre-Spring 2018 |
If this field is set, it overrides the Region to which a Misc Adjustment's Transactions will roll up for Regional Actuals, even if its Project is in a different Region. Typically a Misc Adjustment's Transactions roll up to its Project's Region. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Region__c
|
Lookup |
|
| Project__c |
Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
|
| Recognition_Method__c |
Recognition Method |
Fall 2019 |
The recognition method to apply to this record for revenue forecasting.
|
Picklist |
|
| Status__c |
Status |
Pre-Spring 2018 |
|
Picklist:
Approved
Draft
Rejected
Submitted |
|
| Transaction_Category__c |
Transaction Category |
Pre-Spring 2018 |
|
Picklist:
Booked Revenue
Budgeted Cost
Budgeted Expense Cost
Expense Budget
Expense Cost
External Cost
Internal Budget
Internal Cost
Other Cost
Pass-Through Ready-to-Bill Revenue
Pre-Billed Revenue
Ready-to-Bill Revenue
Revenue |
|
| Transaction__c |
Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
|
| Vendor_Account__c |
Vendor Account |
Pre-Spring 2018 |
Looks up to: Account
|
Lookup |
|
| Vendor_Invoice_Item__c |
Vendor Invoice Item |
Pre-Spring 2018 |
Looks up to: Vendor_Invoice_Item__c
|
Lookup |
|
