Services CPQ Data Dictionary

Estimate_Line_Set__c

Label: Estimate Line Set

Stores a collection of estimate lines.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Billing_Type__c Billing Type Services CPQ Winter 2023 The method of billing to be used.

Picklist:
Fixed Price
Time and Materials
Create_Milestone__c Create Milestone Services CPQ Spring 2023 If selected, a milestone will be created from the line set.

Checkbox true
End_Date__c End Date Services CPQ Spring 2022 The date the line set ends.

Date
Estimate_Product__c Estimate Product Services CPQ August 2022 The estimate product that relates to the line set.

Looks up to: Estimate_Product_Instance__c
Lookup
Estimate__c Estimate Services CPQ Spring 2022 The estimate that relates to the line set.

Looks up to: Estimate__c
Lookup
Fixed_Price_Margin_Percent__c Fixed Price Margin (%) Services CPQ Winter 2023 For fixed price line sets only. The fixed price margin that the line set uses to calculate the billable amount.

Percent(18,2)
Milestone__c Milestone Services CPQ Winter 2023 The milestone that relates to the line set.

Looks up to: pse__Milestone__c

Lookup
Net_Bill_Amount__c Net Bill Amount Services CPQ February 2023 The total bill amount for the line set after discounts are applied.

Currency(18,4)
Order__c Peer Order Services CPQ Summer 2022 For system use. Used to determine the hierarchy of the line set.

Number(8,0)
Percent_Discount__c Discount (%) Services CPQ May 2023 The percentage discount applied to the bill rates of role requests associated with the line set when its billing type is Time and Materials.

Percent(5,2)
Source_Line_Set__c Source Line Set Services CPQ Winter 2024 The line set that was used as a template in the creation of the line set.

Looks up to: Estimate_Line_Set__c
Lookup
Start_Date__c Start Date Services CPQ Spring 2022 The date the line set starts.

Date


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