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.
| 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 |
false |
|
| Amount__c |
Amount |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
|
| Billing_Event_Batch__c |
Billing Event Batch |
Pre-Spring 2018 |
Looks up to: Billing_Event_Batch__c
|
Lookup |
false |
|
| Billing_Event_Calculation__c |
Billing Event Calculation |
Pre-Spring 2018 |
Looks up to: Billing_Event_Calculation__c
|
Lookup |
false |
|
| Billing_Event__c |
Billing Event |
Pre-Spring 2018 |
Looks up to: Billing_Event__c
|
Lookup |
false |
|
| Budget__c |
Budget |
Pre-Spring 2018 |
This field will be deprecated in a future release. Instead of billing a budget record, use a milestone or misc. adjustment instead.
Looks up to: Budget__c
|
Lookup |
false |
|
| Category__c |
Category |
Pre-Spring 2018 |
|
Picklist:
Budget
Expense
Milestone
Miscellaneous Adjustment
Timecard |
false |
|
| 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) |
false |
|
| Date__c |
Date |
Pre-Spring 2018 |
|
Date |
false |
|
| Description__c |
Description |
Pre-Spring 2018 |
|
TextArea |
false |
|
| Expense__c |
Expense |
Pre-Spring 2018 |
Looks up to: Expense__c
|
Lookup |
false |
|
| Invoiced__c |
Invoiced |
Pre-Spring 2018 |
Formula:
IF(Billing_Event__r.Invoiced__c,'Yes','No')
|
Text |
false |
|
| Is_Released__c |
Released |
Pre-Spring 2018 |
Formula:
IF(Billing_Event__r.Is_Released__c,'Yes','No')
|
Text |
false |
|
| Milestone__c |
Milestone |
Pre-Spring 2018 |
Looks up to: Milestone__c
|
Lookup |
false |
|
| Miscellaneous_Adjustment__c |
Miscellaneous Adjustment |
Pre-Spring 2018 |
Looks up to: Miscellaneous_Adjustment__c
|
Lookup |
false |
|
| Object_Id__c |
Object Id |
Pre-Spring 2018 |
Id of the billable object that this item was generated from
|
Text(18) |
true |
|
| ProductService__c |
Product or Service |
Fall 2019 |
Looks up to: Product2
|
Lookup |
|
|
| Project__c |
Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
false |
|
| Quantity__c |
Quantity |
Pre-Spring 2018 |
|
Number(18,6) |
false |
|
| Rounded_Amount__c |
Rounded Amount |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
|
| Subcategory__c |
Subcategory |
Pre-Spring 2018 |
|
Text(255) |
false |
|
| 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 |
false |
|
| Timecard_Split__c |
Timecard Split |
Pre-Spring 2018 |
Looks up to: Timecard__c
|
Lookup |
false |
|
| Unit_Price__c |
Unit Price |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
|
| 