Billing_Event__c
Label: Billing Event Contains billing event items prior to invoicing. Billings events, once released, often correspond with invoices in your financials system, with billing event items serving as invoice line items. Invoicing always occurs at the billing event level.
Approver__c |
Approver |
Pre-Spring 2018 |
Looks up to: User
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Lookup |
false |
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Auto_Generated_Due_To_Billing_Cap__c |
Auto-Generated Due to Billing Cap |
Winter 2025 |
If selected, and the billing event that this one originated from is reverted, this billing event should be reverted manually.
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Checkbox |
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false |
Billing_Contact__c |
Billing Contact |
Pre-Spring 2018 |
Looks up to: Contact
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Lookup |
false |
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Billing_Event_Batch__c |
Billing Event Batch |
Pre-Spring 2018 |
Looks up to: Billing_Event_Batch__c
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Lookup |
false |
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Billing_Event_Calculation__c |
Billing Event Calculation |
Pre-Spring 2018 |
Looks up to: Billing_Event_Calculation__c
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Lookup |
false |
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Budget_Remaining__c |
Budget Remaining |
Pre-Spring 2018 |
This field will be deprecated in a future release. Instead of using this field, refer to the budget's Amount Remaining field.
Formula: Project__r.Bookings__c - Summary_Amount__c
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Currency(18,2) |
false |
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Customer_Reference__c |
Customer Reference |
Spring 2024 |
Customer purchase order number on the related billing event items.
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Text(50) |
false |
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Date__c |
Date |
Pre-Spring 2018 |
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Date |
false |
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Event_Key__c |
Event Key |
Pre-Spring 2018 |
Generated key to identify a Billing Event. Contains concatenation of Billing_Event_Batch__c, Project__c, Customer_Reference__c and an optional two-character suffix based on the type of business records it contains (if the records are configured to be in separate billing events).
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Text(150) |
false |
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Invoice_Date__c |
Invoice Date |
Pre-Spring 2018 |
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Date |
false |
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Invoice_Number__c |
Invoice Number |
Pre-Spring 2018 |
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Text(80) |
false |
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Invoiced__c |
Invoiced |
Pre-Spring 2018 |
Has this billing event been invoiced?
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Checkbox |
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false |
Is_Approved__c |
Approved |
Pre-Spring 2018 |
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Checkbox |
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false |
Is_Released__c |
Released |
Pre-Spring 2018 |
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Checkbox |
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false |
Project__c |
Project |
Pre-Spring 2018 |
Looks up to: Proj__c
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Lookup |
false |
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Rounded_Summary_Amount__c |
Rounded Summary Amount |
Pre-Spring 2018 |
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Currency(18,2) |
false |
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Skip_Sync_Check__c |
Skip Sync Check |
Pre-Spring 2018 |
If true, do not check for out-of-sync billing event items on update of the Is_Released__c field. This should only be used by code, never shown to users.
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Checkbox |
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false |
Status__c |
Status |
Pre-Spring 2018 |
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Picklist: Completed Saved Submitted |
false |
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Summary_Amount__c |
Summary Amount |
Pre-Spring 2018 |
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Currency(18,2) |
false |
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