Professional Services Automation Data Dictionary

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.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Approver__c Approver Pre-Spring 2018 Looks up to: User

Lookup false
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.

Checkbox false
Billing_Contact__c Billing Contact Pre-Spring 2018 Looks up to: Contact

Lookup 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
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
Currency(18,2) false
Customer_Reference__c Customer Reference Spring 2024 Customer purchase order number on the related billing event items.

Text(50) false
Date__c Date Pre-Spring 2018 Date false
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).

Text(150) false
Invoice_Date__c Invoice Date Pre-Spring 2018 Date false
Invoice_Number__c Invoice Number Pre-Spring 2018 Text(80) false
Invoiced__c Invoiced Pre-Spring 2018 Has this billing event been invoiced?

Checkbox false
Is_Approved__c Approved Pre-Spring 2018 Checkbox false
Is_Released__c Released Pre-Spring 2018 Checkbox false
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Lookup false
Rounded_Summary_Amount__c Rounded Summary Amount Pre-Spring 2018 Currency(18,2) false
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.

Checkbox false
Status__c Status Pre-Spring 2018 Picklist:
Completed
Saved
Submitted
false
Summary_Amount__c Summary Amount Pre-Spring 2018 Currency(18,2) false


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