Professional Services Automation Data Dictionary

Billing_Event_Item__c

Label: Billing Event Item

Contains simplified, potentially summarized information for a billable record and often correspond with invoice line items in your financial system. Every billing event item must have a lookup relationship to either a budget, timecard split, expense, milestone, or miscellaneous adjustment. Grouped together into billing events.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Allocated_Budget__c Allocated Budget Summer 2024 The budget that the related business record is allocated to via its budget allocation.

Looks up to: Budget__c
Lookup
Amount__c Amount Pre-Spring 2018 Currency(18,2)
Billing_Event_Batch__c Billing Event Batch Pre-Spring 2018 Looks up to: Billing_Event_Batch__c
Lookup
Billing_Event_Calculation__c Billing Event Calculation Pre-Spring 2018 Looks up to: Billing_Event_Calculation__c
Lookup
Billing_Event__c Billing Event Pre-Spring 2018 Looks up to: Billing_Event__c
Lookup
Budget__c DEPRECATED: Budget Pre-Spring 2018 This field is deprecated. We recommend using another billable business record to represent pre-billed amounts.

Looks up to: Budget__c
Lookup
Category__c Category Pre-Spring 2018 Picklist:
Budget
Expense
Milestone
Miscellaneous Adjustment
Timecard
Customer_Reference__c Customer Reference Spring 2024 Customer purchase order number derived from the budget that the related business record was burned down against.

Text(50)
Date__c Date Pre-Spring 2018 Date
Description__c Description Pre-Spring 2018 TextArea
Expense__c Expense Pre-Spring 2018 Looks up to: Expense__c
Lookup
Invoiced__c Invoiced Pre-Spring 2018 Formula:
IF(Billing_Event__r.Invoiced__c,'Yes','No')
Text
Is_Released__c Released Pre-Spring 2018 Formula:
IF(Billing_Event__r.Is_Released__c,'Yes','No')
Text
Milestone__c Milestone Pre-Spring 2018 Looks up to: Milestone__c
Lookup
Miscellaneous_Adjustment__c Miscellaneous Adjustment Pre-Spring 2018 Looks up to: Miscellaneous_Adjustment__c
Lookup
Object_Id__c Object Id Pre-Spring 2018 Id of the billable object that this item was generated from

Text(18)
ProductService__c Product or Service Fall 2019 Looks up to: Product2

Lookup
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Lookup
Quantity__c Quantity Pre-Spring 2018 Number(18,6)
Rounded_Amount__c Rounded Amount Pre-Spring 2018 Currency(18,2)
Subcategory__c Subcategory Pre-Spring 2018 Text(255)
Summary__c Summary Fall 2019 Summary of Billing Event Item Description.

Formula:
IF (ISPICKVAL(Category__c, "Expense"), SUBSTITUTE( SUBSTITUTE( IF(ISBLANK(Expense__r.Description__c), $label.BillingEventItemExpenseSummaryDescriptionWithNoExpenseDescription, SUBSTITUTE($label.BillingEventItemExpenseSummaryDescription, '{2}', '(' + Expense__r.Description__c + ')') ), '{0}', Subcategory__c ), '{1}', TEXT (Expense__r.Expense_Date__c) ) + " " + Expense__r.Resource__r.FirstName + " " + Expense__r.Resource__r.LastName, IF (ISPICKVAL(Category__c, "Milestone"), SUBSTITUTE( SUBSTITUTE( SUBSTITUTE($label.BillingEventItemMilestoneSummaryDescription, '{0}', TEXT( Milestone__r.Actual_Date__c)), '{1}', TEXT ( Milestone__r.Milestone_Amount__c) ), '{2}', TEXT (Milestone__r.CurrencyIsoCode) ), Description__c ) )
Text
Timecard_Split__c Timecard Split Pre-Spring 2018 Looks up to: Timecard__c
Lookup
Unit_Price__c Unit Price Pre-Spring 2018 Currency(18,2)


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