Professional Services Automation Data Dictionary

pse__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 VersionDescriptionTypeRequiredDefault Value
pse__Allocated_Budget__c Allocated Budget Summer 2024 The budget that the related business record is allocated to via its budget allocation.

Looks up to: pse__Budget__c
Lookup false
pse__Amount__c Amount Pre-Spring 2018 Currency(18,2) false
pse__Billing_Event_Batch__c Billing Event Batch Pre-Spring 2018 Looks up to: pse__Billing_Event_Batch__c
Lookup false
pse__Billing_Event_Calculation__c Billing Event Calculation Pre-Spring 2018 Looks up to: pse__Billing_Event_Calculation__c
Lookup false
pse__Billing_Event__c Billing Event Pre-Spring 2018 Looks up to: pse__Billing_Event__c
Lookup false
pse__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: pse__Budget__c
Lookup false
pse__Category__c Category Pre-Spring 2018 Picklist:
Budget
Expense
Milestone
Miscellaneous Adjustment
Timecard
false
pse__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
pse__Date__c Date Pre-Spring 2018 Date false
pse__Description__c Description Pre-Spring 2018 TextArea false
pse__Expense__c Expense Pre-Spring 2018 Looks up to: pse__Expense__c
Lookup false
pse__Invoiced__c Invoiced Pre-Spring 2018 Formula:
IF(pse__Billing_Event__r.pse__Invoiced__c,'Yes','No')
Text false
pse__Is_Released__c Released Pre-Spring 2018 Formula:
IF(pse__Billing_Event__r.pse__Is_Released__c,'Yes','No')
Text false
pse__Milestone__c Milestone Pre-Spring 2018 Looks up to: pse__Milestone__c
Lookup false
pse__Miscellaneous_Adjustment__c Miscellaneous Adjustment Pre-Spring 2018 Looks up to: pse__Miscellaneous_Adjustment__c
Lookup false
pse__Object_Id__c Object Id Pre-Spring 2018 Id of the billable object that this item was generated from

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

Lookup
pse__Project__c Project Pre-Spring 2018 Looks up to: pse__Proj__c
Lookup false
pse__Quantity__c Quantity Pre-Spring 2018 Number(18,6) false
pse__Rounded_Amount__c Rounded Amount Pre-Spring 2018 Currency(18,2) false
pse__Subcategory__c Subcategory Pre-Spring 2018 Text(255) false
pse__Summary__c Summary Fall 2019 Summary of Billing Event Item Description.

Formula:
IF (ISPICKVAL(pse__Category__c, "Expense"), SUBSTITUTE( SUBSTITUTE( IF(ISBLANK(pse__Expense__r.pse__Description__c), $label.BillingEventItemExpenseSummaryDescriptionWithNoExpenseDescription, SUBSTITUTE($label.BillingEventItemExpenseSummaryDescription, '{2}', '(' + pse__Expense__r.pse__Description__c + ')') ), '{0}', pse__Subcategory__c ), '{1}', TEXT (pse__Expense__r.pse__Expense_Date__c) ) + " " + pse__Expense__r.pse__Resource__r.FirstName + " " + pse__Expense__r.pse__Resource__r.LastName, IF (ISPICKVAL(pse__Category__c, "Milestone"), SUBSTITUTE( SUBSTITUTE( SUBSTITUTE($label.BillingEventItemMilestoneSummaryDescription, '{0}', TEXT( pse__Milestone__r.pse__Actual_Date__c)), '{1}', TEXT ( pse__Milestone__r.pse__Milestone_Amount__c) ), '{2}', TEXT (pse__Milestone__r.CurrencyIsoCode) ), pse__Description__c ) )
Text false
pse__Timecard_Split__c Timecard Split Pre-Spring 2018 Looks up to: pse__Timecard__c
Lookup false
pse__Unit_Price__c Unit Price Pre-Spring 2018 Currency(18,2) false


© Copyright 2009–2025 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.