| Annual_RC_Fees__c |
Annual Contract Value |
Pre-Spring 2018 |
The total recurring fees after discounts in a fiscal calendar year for the company.
|
Currency(18,2) |
0 |
| Auto_Submit_Change_Request__c |
Auto Submit Change Request |
Pre-Spring 2018 |
Flag change request that can be automatically be submit for approval.
|
Checkbox |
false |
| Bill_Start_Date__c |
Bill Start Date |
Pre-Spring 2018 |
Effect date for the start of revised billing
|
Date |
|
| Bill_To_Address_Formula__c |
Bill To Address |
Pre-Spring 2018 |
Current Billing Address
Formula:
IF (ISBLANK (Override_Bill_To_Account__c) ,IF( ISBLANK( Override_Bill_To_Address__c ) , Customer_Account_Sold_To__r.Name + BR()+ Customer_Account_Sold_To__r.BillingStreet + BR()+ Customer_Account_Sold_To__r.BillingCity + ' ' + Customer_Account_Sold_To__r.BillingState + ', ' + Customer_Account_Sold_To__r.BillingPostalCode + ' ' + Customer_Account_Sold_To__r.BillingCountry , Override_Bill_To_Address__r.Name + BR() + Override_Bill_To_Address__r.Mailing_Street__c + BR() + IF( ISBLANK(Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c ) , '', Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c + BR() )+ IF( ISBLANK(Override_Bill_To_Address__r.Building_Information__c ) , '', 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 + BR() + IF( ISBLANK(Override_Bill_To_Account_Address__r.Mailing_Street_Additional_Information__c ) ,'', Override_Bill_To_Account_Address__r.Mailing_Street_Additional_Information__c + BR() )+ IF( ISBLANK(Override_Bill_To_Account_Address__r.Building_Information__c ) , '', 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 |
|
| Cancel_Service_Order_Date__c |
Cancel Service Contract Date |
Pre-Spring 2018 |
The date the service contract was requested to be canceled.
|
Date |
|
| Cancel_Service_Order__c |
Cancel Service Contract |
Pre-Spring 2018 |
|
Checkbox |
false |
| Change_Request_Approval_Date__c |
Change Request Approval Date |
Pre-Spring 2018 |
|
DateTime |
|
| Change_Request_Cancel_Date__c |
Change Request Cancel Date |
Pre-Spring 2018 |
|
DateTime |
|
| Change_Request_Refresh_Status__c |
Change Request Refresh Status |
Pre-Spring 2018 |
The status message that indicates when the change request needs refreshing with the values from the service contract. The value of this field is determined by the Change Request Up to Date checkbox.
Formula:
IF(Change_Request_Up_to_Date__c, $Label.ChangeRequestRefreshStatusSynchronizedWithContract, $Label.ChangeRequestRefreshStatusNeedsRefreshing)
|
Text |
|
| Change_Request_Up_to_Date__c |
Change Request Up to Date |
Pre-Spring 2018 |
If selected, the change request has the latest values from the service contract.
|
Checkbox |
true |
| Currency__c |
Currency |
Pre-Spring 2018 |
Looks up to: Currency_Master__c
|
Lookup |
|
| Current_Contract_Cost__c |
Current Contract Cost |
Pre-Spring 2018 |
Formula:
Current_NRC_Cost__c + Current_RC_Cost__c
|
Currency(18,0) |
|
| Current_Contract_Term__c |
Current Contract Term |
Pre-Spring 2018 |
|
Number(10,0) |
0 |
| Current_Contract_Value__c |
Current Contract Value |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Current_Invoice_Cycle__c |
Current Invoice Cycle |
Pre-Spring 2018 |
|
Number(10,0) |
|
| Current_NRC_Cost__c |
Current NRC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Current_RC_Cost__c |
Current RC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Customer_Account_Sold_To__c |
Customer Account Sold To |
Pre-Spring 2018 |
Looks up to: Account
|
Lookup |
|
| Customer_Purchase_Order__c |
Customer Purchase Order |
Pre-Spring 2018 |
Customer purchase order for change request
|
Text(80) |
|
| Customer_Quotation_Status_Formula__c |
Customer Quotation Status |
Pre-Spring 2018 |
Customer quotation status
Formula:
If( Customer_Quotation__c != null, Text(Customer_Quotation__r.Status__c), 'No Customer Quotation')
|
Text |
|
| Customer_Quotation__c |
Customer Quotation |
Pre-Spring 2018 |
References Customer Quotation Number
Looks up to: Customer_Quotation__c
|
Lookup |
|
| Delta_Annual_RC_Fees__c |
Delta Annual RC Fees |
Pre-Spring 2018 |
Difference between current annual recurring fees and newannual recurring fees total
Formula:
New_Annual_RC_Fees__c - Annual_RC_Fees__c
|
Currency(18,2) |
|
| Delta_Contract_Cost__c |
Delta Contract Cost |
Pre-Spring 2018 |
Formula:
Delta_RC_Cost__c + Delta_NRC_Cost__c
|
Currency(18,2) |
|
| Delta_NRC_Cost__c |
Delta NRC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Delta_RC_Cost__c |
Delta RC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Incorporated_Date__c |
Incorporated Date |
Pre-Spring 2018 |
|
Date |
|
| NRC_Invoice_Formula__c |
Current NRC Invoice |
Pre-Spring 2018 |
Current invoiced on nonrecurring amount prior to any changes
Formula:
Service_Order__r.Total_NRC_Invoice__c
|
Currency(18,2) |
|
| New_Annual_RC_Fees__c |
New Annual Contract Value |
Pre-Spring 2018 |
The new total recurring fees after discounts in a fiscal calendar year for the company.
|
Currency(18,2) |
0 |
| New_Bill_To_Address_Formula__c |
New Bill To Address |
Pre-Spring 2018 |
New billing address effected for this change
Formula:
IF (AND(ISBLANK( New_Override_Bill_To_Account__c ) , ISBLANK( New_Override_Bill_To_Address__c ) ) , ' ' , IF (ISBLANK (New_Override_Bill_To_Account__c) ,IF( ISBLANK( New_Override_Bill_To_Address__c ) , ' ' , New_Override_Bill_To_Address__r.Name + BR() + New_Override_Bill_To_Address__r.Mailing_Street__c + BR() + IF( ISBLANK(New_Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c ) , '', New_Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c + BR() )+ IF( ISBLANK(New_Override_Bill_To_Address__r.Building_Information__c ) , '', New_Override_Bill_To_Address__r.Building_Information__c +BR() ) + New_Override_Bill_To_Address__r.Mailing_City__c + ', ' + New_Override_Bill_To_Address__r.Mailing_State_Province__c + ' ' + New_Override_Bill_To_Address__r.Mailing_Zip_Postal_Code__c ) , IF( ISBLANK( New_Override_Bill_To_Account_Address__c ) , New_Override_Bill_To_Account__r.Name + BR()+ New_Override_Bill_To_Account__r.BillingStreet + BR()+ New_Override_Bill_To_Account__r.BillingCity + ' ' + New_Override_Bill_To_Account__r.BillingState + ', ' + New_Override_Bill_To_Account__r.BillingPostalCode + ' ' + New_Override_Bill_To_Account__r.BillingCountry , New_Override_Bill_To_Account_Address__r.Name + BR() + New_Override_Bill_To_Account_Address__r.Mailing_Street__c + BR() + IF( ISBLANK(New_Override_Bill_To_Account_Address__r.Mailing_Street_Additional_Information__c ) ,'', New_Override_Bill_To_Account_Address__r.Mailing_Street_Additional_Information__c + BR())+ IF( ISBLANK(New_Override_Bill_To_Account_Address__r.Building_Information__c ) , '', New_Override_Bill_To_Account_Address__r.Building_Information__c + BR()) + New_Override_Bill_To_Account_Address__r.Mailing_City__c + ', ' + New_Override_Bill_To_Account_Address__r.Mailing_State_Province__c + ' ' + New_Override_Bill_To_Account_Address__r.Mailing_Zip_Postal_Code__c )) )
|
Text |
|
| New_Bill_To_Formula__c |
New Bill To Address |
Pre-Spring 2018 |
New billing address effected for this change
Formula:
New_Bill_To_Address_Formula__c
|
Text |
|
| New_Contract_Term_Formula__c |
Deprecated New Contract Term |
Pre-Spring 2018 |
The new contract term applied on the change request.
Formula:
If(New_Service_Term_Formula__c != null, Text(New_Service_Term_Number__c) & " " & New_Service_Term_Formula__c & "(s)", "")
|
Text |
|
| New_Contract_Value_Formula__c |
Deprecated New Contract Value |
Pre-Spring 2018 |
New contract value after changes
Formula:
New_Total_RC_Contract_Value__c + New_Total_NRC_Contract_Value__c
|
Currency(18,2) |
|
| New_Contract_Value__c |
New Contract Value |
Pre-Spring 2018 |
The new contract value after the change request is applied.
|
Currency(11,2) |
0 |
| New_Number_Service_Lines__c |
New Number Service Lines |
Pre-Spring 2018 |
The new total number of service contract lines after the changes.
|
Number(5,0) |
0 |
| New_Override_Bill_To_Account_Address__c |
New Override Bill To Account Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| New_Override_Bill_To_Account__c |
New Override Bill To Account |
Pre-Spring 2018 |
Looks up to: Account
|
Lookup |
|
| New_Override_Bill_To_Address__c |
New Override Bill To Address |
Pre-Spring 2018 |
Add new billing address if applicable
Looks up to: Customer_Address__c
|
Lookup |
|
| New_Override_Ship_To_Address__c |
New Override Ship To Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| New_Price_Type__c |
New Price Type |
Pre-Spring 2018 |
Looks up to: Price_Type__c
|
Lookup |
|
| New_RC_Price_Discounted__c |
Delta RC Discounted |
Pre-Spring 2018 |
Difference between current recurring total discounted amount and new recurring total discounted amount
|
Currency(18,2) |
0 |
| New_Remaining_Terms_to_be_Billed__c |
New Remaining Terms to be Billed |
Pre-Spring 2018 |
The current terms yet to be billed.
|
Number(10,0) |
0 |
| New_Service_Contract_First_Bill_Date__c |
New Service Contract First Bill Date |
Pre-Spring 2018 |
|
Date |
|
| New_Service_Contract_Start_Date__c |
New Service Contract Start Date |
Pre-Spring 2018 |
|
Date |
|
| New_Service_Order_End_Date__c |
New Service Contract End Date |
Pre-Spring 2018 |
The new service contract end date.
|
Date |
|
| New_Service_Order_Line_Quantity__c |
New Service Contract Line Quantity |
Pre-Spring 2018 |
Adding up the new service contract line quantity after changes
|
Number(18,4) |
|
| New_Service_Term_Formula__c |
Deprecated New Service Term |
Pre-Spring 2018 |
New contract terms after changes
Formula:
IF( New_Service_Term_Lookup__c != null, New_Service_Term_Lookup__r.Name, $Label.ServiceTermMonth)
|
Text |
|
| New_Service_Term_Lookup__c |
New Service Term |
Pre-Spring 2018 |
Select the appropriate Service term for this change
Looks up to: Service_Term__c
|
Lookup |
|
| New_Service_Term_Number__c |
New Service Term Number |
Pre-Spring 2018 |
New contract terms applied on change request
|
Number(10,0) |
|
| New_Service_Term_Value_Formula__c |
New Service Term Value |
Pre-Spring 2018 |
New service term value after changes
Formula:
New_Total_RC_Price_Formula__c
|
Currency(18,2) |
|
| New_Total_NRC_Contract_Value__c |
New Total NRC Contract Value |
Pre-Spring 2018 |
The total non-recurring contract value on the change request or service contract after the changes.
|
Currency(18,2) |
0 |
| New_Total_NRC_Discounted_Price__c |
Delta NRC Discounted |
Pre-Spring 2018 |
Difference between current nonrecurring discounted amount and new nonrecurring discounted amount
|
Currency(18,2) |
0 |
| New_Total_NRC_Extended_Formula__c |
Delta NRC Ext. |
Pre-Spring 2018 |
Difference between current total nonrecurring fees and new total nonrecurring fees
Formula:
New_Total_NRC_Materials__c + New_Total_NRC_Options__c + New_Total_NRC_Time__c
|
Currency(18,2) |
|
| New_Total_NRC_Materials__c |
Delta NRC Materials |
Pre-Spring 2018 |
Difference between current total nonrecurring materials fees and new total nonrecurring materials fees
|
Currency(18,2) |
0 |
| New_Total_NRC_Not_Invoiced__c |
New NRC Not Invoiced |
Pre-Spring 2018 |
Total nonrecurring fees not invoiced
|
Currency(18,2) |
|
| New_Total_NRC_Options__c |
Delta NRC Options |
Pre-Spring 2018 |
Difference between current total nonrecurring option fees and new total nonrecurring option fees
|
Currency(18,2) |
0 |
| New_Total_NRC_Price_Formula__c |
Delta NRC Ext. After Discounts |
Pre-Spring 2018 |
Difference between current total nonrecurring fees after discounts and new total nonrecurring fees after discounts
Formula:
New_Total_NRC_Extended_Formula__c - New_Total_NRC_Discounted_Price__c
|
Currency(18,2) |
|
| New_Total_NRC_Time__c |
Delta NRC Time |
Pre-Spring 2018 |
Difference between current total nonrecurring time fees and new total nonrecurring time fees
|
Currency(18,2) |
0 |
| New_Total_RC_Base__c |
Delta RC Base |
Pre-Spring 2018 |
The difference between the current total recurring base fees and the new total recurring base fees.
|
Currency(18,2) |
0 |
| New_Total_RC_Contract_Value__c |
New Total RC Contract Value |
Pre-Spring 2018 |
Total recurring contract value on the Change Request/Service Contract after changes.
|
Currency(18,2) |
0 |
| New_Total_RC_Extended_Formula__c |
Delta RC Ext. |
Pre-Spring 2018 |
Difference between current total recurring fees and new total recurring fees
Formula:
New_Total_RC_Base__c + New_Total_RC_Options__c
|
Currency(18,2) |
|
| New_Total_RC_Options__c |
Delta RC Options |
Pre-Spring 2018 |
Difference between current total recurring option fees and new total recurring option fees
|
Currency(18,2) |
0 |
| New_Total_RC_Price_Formula__c |
Delta RC Ext. After Discounts |
Pre-Spring 2018 |
Difference between current total recurring fees after discounts and new total recurring fees after discounts
Formula:
New_Total_RC_Extended_Formula__c - New_RC_Price_Discounted__c
|
Currency(18,2) |
|
| Number_Change_Request_lines__c |
Number Change Request lines |
Pre-Spring 2018 |
|
Summary |
|
| Number_Service_Lines__c |
Number Service Lines |
Pre-Spring 2018 |
Current number of service contract lines
|
Number(10,0) |
|
| 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 |
Looks up to: Account
|
Lookup |
|
| Override_Bill_To_Address__c |
Override Bill To Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| Override_Ship_To_Address__c |
Override Ship To Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| Price_Type__c |
Price Type |
Pre-Spring 2018 |
Looks up to: Price_Type__c
|
Lookup |
|
| RC_Price_Discounted__c |
Current RC Discounted |
Pre-Spring 2018 |
Current discounted amount on recurring fees prior to any changes
|
Currency(18,2) |
0 |
| Remain_Contract_Term__c |
Remaining Contract Term |
Pre-Spring 2018 |
Remaining contract term when change request was created
|
Text(150) |
|
| Remain_Contract_Value__c |
Remaining Contract Value |
Pre-Spring 2018 |
Remaining contract value when change request was created
|
Currency(18,2) |
|
| Remain_Service_Term_Number__c |
Remain Service Term Number |
Pre-Spring 2018 |
Remain service term number
|
Number(10,0) |
|
| Remaining_Terms_to_be_Billed__c |
Remaining Terms to be Billed |
Pre-Spring 2018 |
Contract term before any changes are made. This value is set when a change request is created.
|
Number(10,0) |
0 |
| 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_End_Date__c |
Service Contract End Date |
Pre-Spring 2018 |
Service contract end date prior to any changes
|
Date |
|
| Service_Order__c |
Service Contract |
Pre-Spring 2018 |
Every change request must be long to a service contract record
Looks up to: Service_Order__c
|
MasterDetail |
|
| Service_Term_Value__c |
Service Term Value |
Pre-Spring 2018 |
Service term value prior to any changes
|
Currency(18,2) |
|
| Service_Term__c |
Service Term |
Pre-Spring 2018 |
Service term prior to any changes
|
Text(80) |
|
| Status__c |
Status |
Pre-Spring 2018 |
Current Status of Change Request
|
Picklist:
Approved
Cancelled
Dis-Approved
Incorporated
New
Open
Submitted for Approval |
|
| Sync_Header_Terms_to_Lines__c |
Sync Header Terms to Lines |
Pre-Spring 2018 |
|
Checkbox |
true |
| Take_Effected_On__c |
Effective Date |
Pre-Spring 2018 |
Date on which the changes are to take effect
|
Date |
|
| Total_NRC_Discount_Price__c |
Current NRC Discounted |
Pre-Spring 2018 |
Current discounted amount on nonrecurring fees prior to any changes
|
Currency(18,2) |
0 |
| Total_NRC_Extended_Formula__c |
Current NRC Ext. |
Pre-Spring 2018 |
Current total nonrecurring fees prior to any changes prior to any changes
Formula:
Total_NRC_Materials__c + Total_NRC_Options__c + Total_NRC_Time__c
|
Currency(18,2) |
|
| Total_NRC_Materials__c |
Current NRC Materials |
Pre-Spring 2018 |
Current total nonrecurring fees for materials prior to any changes
|
Currency(18,2) |
0 |
| Total_NRC_Not_Invoiced_Formula__c |
Current NRC Not Invoiced |
Pre-Spring 2018 |
Current total nonrecurring fees not invoiced prior to any changes
Formula:
Service_Order__r.Total_NRC_Not_Invoiced__c
|
Currency(18,2) |
|
| Total_NRC_Options__c |
Current NRC Options |
Pre-Spring 2018 |
Current total nonrecurring fees for options prior to any changes
|
Currency(18,2) |
0 |
| Total_NRC_Price_Formula__c |
Current NRC Ext. After Discounts |
Pre-Spring 2018 |
Current total nonrecurring fees after discount prior to any changes
Formula:
Total_NRC_Extended_Formula__c - Total_NRC_Discount_Price__c
|
Currency(18,2) |
|
| Total_NRC_Time__c |
Current NRC Time |
Pre-Spring 2018 |
Current total nonrecurring fees for time prior to any changes
|
Currency(18,2) |
0 |
| Total_Prorated_Amount_Billed__c |
Total Prorated Amount Billed |
Pre-Spring 2018 |
Total Prorated Amount Billed
|
Currency(18,2) |
0 |
| Total_RC_Base__c |
Current RC Base |
Pre-Spring 2018 |
Current total recurring base fees prior to any changes
|
Currency(18,2) |
0 |
| Total_RC_Extended_Formula__c |
Current RC Ext. |
Pre-Spring 2018 |
Current total recurring fees prior to any changes
Formula:
Total_RC_Base__c + Total_RC_Options__c
|
Currency(18,2) |
|
| Total_RC_Options__c |
Current RC Options |
Pre-Spring 2018 |
Current total recurring fees for options prior to any changes
|
Currency(18,2) |
0 |
| Total_RC_Price_Formula__c |
Current RC Ext. After Discounts |
Pre-Spring 2018 |
Current total recurring fees after discounts and prior to any changes
Formula:
Total_RC_Extended_Formula__c - RC_Price_Discounted__c
|
Currency(18,2) |
|
| Total_Service_Order_Line_Quantity__c |
Deprecate Total SC Quantity |
Pre-Spring 2018 |
Total service contract line quantity before change
|
Number(18,4) |
|
| Update_Next_Invoice_Date__c |
Update Next Invoice Date |
Pre-Spring 2018 |
Change the next invoice date
|
Date |
|
