| Annual_RC_Fees__c |
Annual Contract Value |
Pre-Spring 2018 |
Average Total Recurring Fees after discounts over 12 months.
|
Currency(18,2) |
0 |
| Architecture_Deployment__c |
Architecture Deployment |
Pre-Spring 2018 |
Architecture deployment date
|
Date |
|
| Bill_To_Address_Formula__c |
Bill To Address |
Pre-Spring 2018 |
Default from the Account record - always populated from the Account record
Formula:
if(Override_Bill_To_Address__c != null, 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 + ' ' + Override_Bill_To_Address__r.Mailing_Country__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)
|
Text |
|
| Billed_Through__c |
Billed Through |
Pre-Spring 2018 |
This is set by the billing engine after it creates the invoice.
|
Date |
|
| Billing_Error_Message__c |
Billing Error Message |
Pre-Spring 2018 |
Contains errors that the billing engine detects when billing the service contract.
|
Text(255) |
|
| Billing_Status__c |
Billing Status |
Pre-Spring 2018 |
The billing status of the entire contract. Ex Partially billed, Open, Completely Billed, Prepaid
|
Picklist:
Completely Billed
Open
Partially billed
Prepaid |
|
| Contract_Gross_Profit__c |
Contract Gross Profit |
Pre-Spring 2018 |
The gross profit of the contract based on the number of terms to be billed.
Formula:
Total_Contract_Value_Minus_Waived_Terms__c - Total_Contract_Cost__c
|
Currency(18,2) |
|
| Currency__c |
Currency |
Pre-Spring 2018 |
Currency for the Service Contract.
Looks up to: Currency_Master__c
|
Lookup |
|
| Current_Customer_Quotation__c |
Current Customer Quotation |
Pre-Spring 2018 |
The last customer quotation tie to the service contract record
Looks up to: Customer_Quotation__c
|
Lookup |
|
| Customer_Account_Sold_To__c |
Customer Account Sold To |
Pre-Spring 2018 |
This is a look up to current customer records
Looks up to: Account
|
Lookup |
|
| Customer_Contract_Counter_Signed__c |
Customer Contract Counter Signed |
Pre-Spring 2018 |
Contract has appropriate level of a management signature(s)
|
Checkbox |
false |
| Customer_Contract_Signed__c |
Customer Contract Signed |
Pre-Spring 2018 |
Contract has appropriate level of customer signature(s)
|
Checkbox |
false |
| Customer_Kick_off_Call_Completed__c |
Customer Kick-off Call Completed |
Pre-Spring 2018 |
Check when customer Kick-off meeting has been Executed
|
Checkbox |
false |
| Customer_Kick_off_Call_Schedule__c |
Customer Kick-off Call Schedule |
Pre-Spring 2018 |
Kick-off call should be conducted within 72 hours of Contract signature
|
DateTime |
|
| Customer_Purchase_Order__c |
Customer Purchase Order |
Pre-Spring 2018 |
|
Text(80) |
|
| Deployment_Internal_Ops_Handoff_Complete__c |
Deployment Internal Ops Handoff Complete |
Pre-Spring 2018 |
|
Date |
|
| Deployment_Internal_Ops_Review_Complete__c |
Deployment Internal Ops Review Complete |
Pre-Spring 2018 |
|
Date |
|
| Deposit_Amount__c |
Deposit Amount |
Pre-Spring 2018 |
This field is populated by a deposit invoice paid by the customer
|
Currency(18,2) |
0 |
| Deposit_Consumed__c |
Deposit Consumed |
Pre-Spring 2018 |
As items are billed, the deposit is consumed. This field indicates the amount that has been consumed.
|
Currency(18,2) |
0 |
| Description__c |
Description |
Pre-Spring 2018 |
This field flows to the memo field on the invoice during invoice generation
|
Html(32768) |
|
| Discounted_Term_Fees__c |
Discounted Term Fees |
Pre-Spring 2018 |
Amount of discount applied to the first and last terms.
|
Currency(11,2) |
0 |
| Internal_Solution_Review_Completed__c |
Internal Solution Review Completed |
Pre-Spring 2018 |
Check when this event is completed
|
Checkbox |
false |
| Invoice_Date_Option__c |
Invoice Date Option |
Pre-Spring 2018 |
This is used by the billing engine when the invoices are generated
|
Picklist:
Date invoice created
End of current month
Start of current month
Start of next month |
|
| Last_Invoice_Date__c |
Last Invoice Date |
Pre-Spring 2018 |
Last date an invoice was created for service contract
|
Date |
|
| Last_Invoice_Generation__c |
Last Invoice Generation |
Pre-Spring 2018 |
|
Date |
|
| Monthly_Recurring_Revenue__c |
Monthly Recurring Revenue |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Next_Invoice_Date__c |
Next Invoice Generation |
Pre-Spring 2018 |
Next date on which the billing engine is to run and create an invoice for the contract.
|
Date |
|
| Number_Service_Lines__c |
Number Service Lines |
Pre-Spring 2018 |
Current Active number of service items (Does not count Cancelled or Dis-Approved lines)
|
Summary |
|
| Original_Annual_RC_Fees__c |
Original Annual RC Fees |
Pre-Spring 2018 |
Original recurring fees for a year
|
Currency(18,2) |
0 |
| Original_Bill_To_Address__c |
Original Bill To Address |
Pre-Spring 2018 |
Notation of original billing address after a change has been incorporated
Formula:
if(Original_Override_Bill_To_Address__c != null, Original_Override_Bill_To_Address__r.Name + BR() + Original_Override_Bill_To_Address__r.Mailing_Street__c + IF( ISBLANK( Original_Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c ) , '', Original_Override_Bill_To_Address__r.Mailing_Street_Additional_Information__c + BR() ) + IF( ISBLANK( Original_Override_Bill_To_Address__r.Building_Information__c) , '', Original_Override_Bill_To_Address__r.Building_Information__c+ BR() ) + BR()+Original_Override_Bill_To_Address__r.Mailing_City__c+ ', ' + Original_Override_Bill_To_Address__r.Mailing_State_Province__c + ' '+ Original_Override_Bill_To_Address__r.Mailing_Zip_Postal_Code__c + ' ' + Original_Override_Bill_To_Address__r.Mailing_Country__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)
|
Text |
|
| Original_Contact_Term_Formula__c |
Original Contract Term |
Pre-Spring 2018 |
Notation of original Contract Term after a change has been incorporated
Formula:
Text( Original_Service_Term_Number__c) & " " & Original_Service_Term_Formula__c & "(s)"
|
Text |
|
| Original_Contract_First_Bill_Date__c |
Original Contract First Bill Date |
Pre-Spring 2018 |
|
Date |
|
| Original_Contract_Value_Formula__c |
Original Contract Value |
Pre-Spring 2018 |
Notation of original Contract Value before any changes has been incorporated
Formula:
Original_Total_Contact_Cost__c + Original_Total_RC_Price_Formula__c
|
Currency(18,2) |
|
| Original_Customer_Purchase_Order__c |
Original Customer Purchase Order |
Pre-Spring 2018 |
Notation of original Customer Purchaser Order number before any change has been incorporated
|
Text(80) |
|
| Original_Customer_Quotation__c |
Original Customer Quotation |
Pre-Spring 2018 |
Notation of original Customer Quotation number
Looks up to: Customer_Quotation__c
|
Lookup |
|
| Original_NRC_Discounted_Percent__c |
Original NRC Discounted % |
Pre-Spring 2018 |
|
Percent(3,0) |
0 |
| Original_New_Override_Ship_To_Address__c |
Original Override Ship To Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| Original_Number_Service_Lines__c |
Original Number Service Lines |
Pre-Spring 2018 |
Notation of original number of Service Contract Lines
|
Number(10,0) |
|
| Original_Override_Bill_To_Account_Addres__c |
Original Override Bill To Ac Address |
Pre-Spring 2018 |
Looks up to: Customer_Address__c
|
Lookup |
|
| Original_Override_Bill_To_Account__c |
Original Override Bill To Account |
Pre-Spring 2018 |
Looks up to: Account
|
Lookup |
|
| Original_Override_Bill_To_Address__c |
Original Override Bill To Address |
Pre-Spring 2018 |
Notation of Overridden billing address after a change has been incorporated
Looks up to: Customer_Address__c
|
Lookup |
|
| Original_RC_Discounted_Percent__c |
Original RC Discounted % |
Pre-Spring 2018 |
|
Percent(3,0) |
0 |
| Original_RC_Price_Discounted__c |
Original RC Discounted |
Pre-Spring 2018 |
Original discounted amount for recurring fees
|
Currency(18,2) |
0.00 |
| Original_Service_Contract_Start_Date__c |
Original Service Contract Start Date |
Pre-Spring 2018 |
|
Date |
|
| Original_Service_Order_End_Date__c |
Original Service Contract End Date |
Pre-Spring 2018 |
Original service contract end date
|
Date |
|
| Original_Service_Term_Formula__c |
Original Service Term |
Pre-Spring 2018 |
Notation of original service term after a change has been incorporated
Formula:
IF( Original_Service_Term_Record__c != null, Original_Service_Term_Record__r.Name, $Label.ServiceTermMonth)
|
Text |
|
| Original_Service_Term_Number__c |
Original Service Term Number |
Pre-Spring 2018 |
Notation of number of original service term after a change has been incorporated
|
Number(10,0) |
0 |
| Original_Service_Term_Record__c |
Original Service Term Record |
Pre-Spring 2018 |
Notation of number of original service term after a change has been incorporated
Looks up to: Service_Term__c
|
Lookup |
|
| Original_Total_Contact_Cost__c |
Original Total Contract Cost |
Pre-Spring 2018 |
Formula:
Original_Total_NRC_Cost__c + Original_Total_RC_Cost__c
|
Currency(18,2) |
|
| Original_Total_NRC_Cost__c |
Original Total NRC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Original_Total_NRC_Discounted_Price__c |
Original NRC Discounted |
Pre-Spring 2018 |
Original discounted amount for nonrecurring fees
|
Currency(18,2) |
0.00 |
| Original_Total_NRC_Extended_Formula__c |
Original Total NRC Fees |
Pre-Spring 2018 |
Original summary total on nonrecurring fees
Formula:
Original_Total_NRC_Materials__c + Original_Total_NRC_Options__c + Original_Total_NRC_Time__c
|
Currency(18,2) |
|
| Original_Total_NRC_Materials__c |
Original Total NRC Materials |
Pre-Spring 2018 |
Original summary total on nonrecurring fees for materials
|
Currency(18,2) |
0.00 |
| Original_Total_NRC_Options__c |
Original Total NRC Options |
Pre-Spring 2018 |
Original summary total on nonrecurring fees for options
|
Currency(18,2) |
0.00 |
| Original_Total_NRC_Price_Formula__c |
Original Total NRC Fees After Discounts |
Pre-Spring 2018 |
Original summary total on nonrecurring fees after discounts
Formula:
Original_Total_NRC_Extended_Formula__c - Original_Total_NRC_Discounted_Price__c
|
Currency(18,2) |
|
| Original_Total_NRC_Time__c |
Original Total NRC Time |
Pre-Spring 2018 |
Original summary total on nonrecurring fees for time
|
Currency(18,2) |
0.00 |
| Original_Total_RC_Base__c |
Original Total RC Base |
Pre-Spring 2018 |
Original summary total on recurring base fees
|
Currency(18,2) |
0.00 |
| Original_Total_RC_Cost__c |
Original Total RC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Original_Total_RC_Extended_Formula__c |
Original Total RC Fees |
Pre-Spring 2018 |
Original summary total on recurring fees
Formula:
Original_Total_RC_Base__c + Original_Total_RC_Options__c
|
Currency(18,2) |
|
| Original_Total_RC_Options__c |
Original Total RC Options |
Pre-Spring 2018 |
Original summary total on recurring fees for options
|
Currency(18,2) |
0.00 |
| Original_Total_RC_Price_Formula__c |
Original Total RC Fees After Discounts |
Pre-Spring 2018 |
Original summary total on recurring fees after discounts
Formula:
Original_Total_RC_Extended_Formula__c - Original_RC_Price_Discounted__c
|
Currency(18,2) |
|
| 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 |
Notation of Original Billing Adress after a change has been incorporated
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 |
|
| PMO_Project_Close_Customer_Welcome__c |
PMO Project Close - Customer Welcome |
Pre-Spring 2018 |
|
Date |
|
| Pepetual_Contract__c |
Perpetual Contract |
Pre-Spring 2018 |
|
Checkbox |
false |
| Price_Type__c |
Price Type |
Pre-Spring 2018 |
Looks up to: Price_Type__c
|
Lookup |
|
| Project_Manager_Assigned__c |
Project Manager Assigned |
Pre-Spring 2018 |
Manger's name typically assigned by a PMO
|
Text(100) |
|
| Project__c |
Project |
Pre-Spring 2018 |
Typically used to Identify a Project designation used internally
|
Text(255) |
|
| RC_Percent_Discounted__c |
Total RC Discounted % |
Pre-Spring 2018 |
Current discounted percent on recurring fees with any incorporating changes
|
Percent(5,2) |
0 |
| RC_Price_Discounted__c |
Total RC Discounted |
Pre-Spring 2018 |
Current discounted amount on recurring fees with any incorporating changes
|
Currency(18,2) |
0.00 |
| Remain_Contract_Term_Formula__c |
Remaining Contract Term |
Pre-Spring 2018 |
Remaining number of contracted terms on this contract
Formula:
Text( Remain_Service_Term_Number__c ) & " " & Service_Term_Formula__c & "(s)"
|
Text |
|
| Remain_Service_Term_Number__c |
Remain Service Term Number |
Pre-Spring 2018 |
Remaining number of service terms on this contract
|
Number(10,0) |
0 |
| Remaining_Deposit__c |
Remaining Deposit |
Pre-Spring 2018 |
This field displays the remaining deposit that has not been consumed
Formula:
Deposit_Amount__c - Deposit_Consumed__c
|
Currency(18,2) |
|
| Remaining_Terms_to_be_Billed__c |
Remaining Terms to be Billed |
Pre-Spring 2018 |
Terms that are yet to be billed. This is used to calculate the remaining contract value.
|
Number(10,0) |
0 |
| Revision__c |
Revision |
Pre-Spring 2018 |
Number of revisions to service contract
|
Number(5,0) |
0 |
| Sales_Order__c |
Sales Order |
Pre-Spring 2018 |
Looks up to: Sales_Order__c
|
Lookup |
|
| Service_Contract_Start_Date__c |
Service Contract Start Date |
Pre-Spring 2018 |
|
Date |
|
| Service_Order_Active_Date__c |
Service Contract Active Date |
Pre-Spring 2018 |
This is the effective date to begin billing on this contract - set by "Activate" button
|
Date |
|
| Service_Order_Approved_Date__c |
Service Contract Approved Date |
Pre-Spring 2018 |
This is the Approved date on this contract - set after internal approvals are completed
|
Date |
|
| Service_Order_Cancel_Date__c |
Service Contract Cancel Date |
Pre-Spring 2018 |
This is the Cancelled date on this contract - set after "Cancel" button is selected
|
Date |
|
| Service_Order_End_Date__c |
Service Contract End Date |
Pre-Spring 2018 |
This is a calculated date for the contract end - The calculation for Service contract end date is creation date times the number of contract terms i.e. (creation date + 36 Months )
|
Date |
|
| Service_Order_First_Bill_Date__c |
Service Contract First Bill Date |
Pre-Spring 2018 |
The default is the SC start date and will not change if you change the SC start date. If the SC start date is changed and the first bill date then occurs after the SC start date by more than a term you can edit the first bill date to avoid waived terms.
|
Date |
|
| Service_Order_Suspend_Date__c |
Service Contract Suspend Date |
Pre-Spring 2018 |
This is the effective date to begin suspension of billing on this contract - set by "Suspend" button
|
Date |
|
| Service_Term_Cost_Formula__c |
Service Term Fees |
Pre-Spring 2018 |
Total of all Recurring and Nonrecurring fees incorporating changes and including any discounts
Formula:
Total_RC_Price_Formula__c
|
Currency(18,2) |
|
| Service_Term_Formula__c |
Service Term |
Pre-Spring 2018 |
Service Term
Formula:
IF(Service_Term_Record__c != null, Service_Term_Record__r.Name, $Label.ServiceTermMonth)
|
Text |
|
| Service_Term_Number__c |
Service Term Number |
Pre-Spring 2018 |
Service Term Number
|
Number(10,0) |
0.00 |
| Service_Term_Record__c |
Service Term Record |
Pre-Spring 2018 |
Type of Service term
Looks up to: Service_Term__c
|
Lookup |
|
| Status__c |
Status |
Pre-Spring 2018 |
Current status of service contract
|
Picklist:
Active
Active/Pending Change Request
Approved
Approved/Pending Change Request
Cancelled
Dis-Approved
Expired
New
Submitted for Approval
Suspended
Suspended/Pending Change Request |
|
| Sync_Header_Terms_to_Lines__c |
Sync Header Terms to Lines |
Pre-Spring 2018 |
|
Checkbox |
true |
| Terms_to_be_Billed__c |
Terms to be Billed |
Pre-Spring 2018 |
Terms to be billed. For example, if the contract is for 12 months and the Service Contract Start Date is September 1st and the the Service Contract First Bill date is November 1st, the number of terms to be billed will be 10.
|
Number(10,0) |
0 |
| Total_Additional_Charges__c |
Total Additional Charges |
Pre-Spring 2018 |
The total additional charges over lifetime contract
|
Currency(18,2) |
0 |
| Total_Contact_Cost__c |
Deprecated Total Contract Cost |
Pre-Spring 2018 |
Formula:
Total_RC_Cost__c + Total_NRC_Cost__c
|
Currency(18,2) |
|
| Total_Contract_Cost__c |
Total Contract Cost |
Pre-Spring 2018 |
Total cost of the contract.
|
Currency(11,2) |
0 |
| Total_Contract_Terms_Formula__c |
Total Contract Terms |
Pre-Spring 2018 |
Total number of service contract terms for this contract - i.e number of months
Formula:
Text(Service_Term_Number__c) & " " & Service_Term_Formula__c & "(s)"
|
Text |
|
| Total_Contract_Value_After_Waived_Terms__c |
Deprecated Agreement Value Waived Terms |
Fall 2020 |
Total Agreement Value minus Waived Term Fees.
Formula:
0
|
Currency(18,2) |
|
| Total_Contract_Value_Minus_Waived_Terms__c |
Total Contract Value After Waived Terms |
Pre-Spring 2018 |
Total Contract Value minus Waived Term Fees.
|
Currency(18,2) |
0 |
| Total_Invoiced__c |
Total Invoiced |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_NRC_Cost__c |
Total NRC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_NRC_Discount_Price__c |
Total NRC Discounted |
Pre-Spring 2018 |
Current discounted amount on nonrecurring fees with any incorporating changes
|
Currency(18,2) |
0.00 |
| Total_NRC_Discounted_Percent__c |
Total NRC Discounted % |
Pre-Spring 2018 |
|
Percent(3,0) |
0 |
| Total_NRC_Extended__c |
Total NRC Fees |
Pre-Spring 2018 |
Current nonrecurring fees with any incorporating changes
Formula:
Total_NRC_Materials__c + Total_NRC_Options__c + Total_NRC_Time__c
|
Currency(18,2) |
|
| Total_NRC_Invoice__c |
Total NRC Invoice |
Pre-Spring 2018 |
Current nonrecurring amount invoiced with any incorporating changes
|
Summary |
|
| Total_NRC_Materials__c |
Total NRC Materials |
Pre-Spring 2018 |
Current nonrecurring fees for materials with any incorporating changes
|
Currency(18,2) |
0.00 |
| Total_NRC_Not_Invoiced__c |
Total NRC Not Invoiced |
Pre-Spring 2018 |
Current nonrecurring fees with any incorporating changes that have not been invoiced to date
|
Summary |
|
| Total_NRC_Options__c |
Total NRC Options |
Pre-Spring 2018 |
Current nonrecurring fees for options with any incorporating changes
|
Currency(18,2) |
0.00 |
| Total_NRC_Price_Formula__c |
Total NRC Fees After Discounts |
Pre-Spring 2018 |
Current total on nonrecurring fees after discounts and with any incorporating changes
Formula:
Total_NRC_Extended__c - Total_NRC_Discount_Price__c
|
Currency(18,2) |
|
| Total_NRC_Time__c |
Total NRC Time |
Pre-Spring 2018 |
Current total on nonrecurring fees for time with any incorporating changes
|
Currency(18,2) |
0.00 |
| Total_Prorated_Amount_Billed__c |
Total Prorated Amount Billed To Date |
Pre-Spring 2018 |
Total Prorated Amount Billed To Date
|
Currency(18,2) |
0 |
| Total_RC_Base__c |
Total RC Base |
Pre-Spring 2018 |
Current total on recurring base fees with any incorporating changes
|
Currency(18,2) |
0.00 |
| Total_RC_Cost__c |
Total RC Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
0 |
| Total_RC_Extended_Formula__c |
Total RC Fees |
Pre-Spring 2018 |
Current total on recurring fees with any incorporating changes
Formula:
Total_RC_Base__c + Total_RC_Options__c
|
Currency(18,2) |
|
| Total_RC_Options__c |
Total RC Options |
Pre-Spring 2018 |
Current total on recurring fees for options with any incorporating changes
|
Currency(18,2) |
0.00 |
| Total_RC_Price_Formula__c |
Total RC Fees After Discounts |
Pre-Spring 2018 |
Current total on recurring fees after discounts and with any incorporating changes
Formula:
Total_RC_Extended_Formula__c - RC_Price_Discounted__c
|
Currency(18,2) |
|
| Warehouse__c |
Warehouse |
Pre-Spring 2018 |
Looks up to: Warehouse__c
|
Lookup |
|
