| ffscpq__Account__c |
Account |
Services CPQ November 2021 |
The account that relates to the estimate.
Looks up to: Account
|
Lookup |
false |
|
| ffscpq__Amount__c |
Amount |
Services CPQ November 2021 |
The total amount for the estimate before discounts or pricing modifiers are applied. This field is calculated upon save.
|
Currency(18,2) |
false |
0 |
| ffscpq__Apply_Discount_To_Cost_Contingency__c |
Apply Discount to Cost Contingency |
Services CPQ November 2021 |
If selected, the discount will be applied to the cost contingency.
|
Checkbox |
|
false |
| ffscpq__Apply_Discount_To_Expense__c |
DEPRECATED: Apply Discount to Expense |
Services CPQ November 2021 |
This field is obsolete.
|
Checkbox |
|
false |
| ffscpq__Approval_Status__c |
Approval Status |
Services CPQ November 2021 |
The current status of the estimate in the approval process.
|
Picklist:
Approved
Draft
Rejected
Submitted |
false |
"Draft" |
| ffscpq__Average_Hourly_Bill_Rate__c |
Average Hourly Bill Rate |
Services CPQ April 2022 |
The average hourly bill rate of the role requests on the estimate. This field is calculated upon save.
|
Currency(18,4) |
false |
0 |
| ffscpq__Bill_Amount_Independent_Records__c |
Bill Amount (Independent Records) |
Services CPQ September 2023 |
The bill amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Billable_Contingency_Amnt_Ind_Records__c |
Billable Contingency Amnt (Ind Records) |
September 2024 |
The total billable contingency amount of the records independent of estimate products that relates to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Billable_Expense_Amount_Ind_Records__c |
Billable Expense Amount (Ind Records) |
Services CPQ September 2023 |
The billable expense amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Billing_Type__c |
Billing Type |
Services CPQ November 2021 |
The method of billing, defined by the billing type of estimate products added to estimates.
|
Picklist:
Fixed Price
Mixed
Time and Materials |
false |
|
| ffscpq__Clone_Source_Estimate__c |
Clone Source Estimate |
January 2025 |
The estimate that the estimate was cloned from.
Looks up to: ffscpq__Estimate__c
|
Lookup |
false |
|
| ffscpq__Cost_Amount_Independent_Records__c |
Cost Amount (Independent Records) |
Services CPQ September 2023 |
The cost amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Cost_Contingency__c |
Cost Contingency |
Services CPQ November 2021 |
The cost contingency amount to add to the amount and cost for the estimate.
|
Currency(18,2) |
false |
0 |
| ffscpq__Cost__c |
Cost |
Services CPQ November 2021 |
The total cost of the estimate. This field is calculated upon save.
|
Currency(18,2) |
false |
0 |
| ffscpq__Default_Use_Dated_Resource_Bill_Rates__c |
Default Use Dated Resource Bill Rates |
Summer 2025 |
If selected, role requests created from the estimate use dated resource bill rates by default.
|
Checkbox |
|
false |
| ffscpq__Default_Use_Dated_Resource_Cost_Rates__c |
Default Use Dated Resource Cost Rates |
Summer 2025 |
If selected, role requests created from the estimate use dated resource cost rates by default.
|
Checkbox |
|
false |
| ffscpq__Description__c |
Description |
Services CPQ May 2022 |
Description of the estimate
|
Html(32768) |
|
|
| ffscpq__Discount__c |
Discount (Amount) |
Services CPQ November 2021 |
The total value of discounts applied to the estimate. This field is calculated upon save.
|
Currency(18,2) |
false |
0 |
| ffscpq__Duration_Weeks__c |
Duration (Weeks) |
Services CPQ April 2022 |
Duration rounded up to the number of weeks. For example, 8 days equals 2 weeks.
Formula:
IF(MOD(ffscpq__Duration__c, 7) == 0, (ffscpq__Duration__c / 7), (FLOOR(ffscpq__Duration__c / 7) + 1))
|
Number(18,0) |
false |
|
| ffscpq__Duration__c |
Duration (Days) |
Services CPQ November 2021 |
The duration of the estimate in days.
Formula:
ffscpq__End_Date__c - ffscpq__Start_Date__c + 1
|
Number(18,0) |
false |
|
| ffscpq__End_Date__c |
End Date |
Services CPQ November 2021 |
The date the estimate ends.
|
Date |
false |
|
| ffscpq__Estimate_Billing_Group__c |
Independent Estimate Billing Group |
Summer 2025 |
The estimate billing group associated with the independent records that are related to the estimate.
Looks up to: ffscpq__Estimate_Billing_Group__c
|
Lookup |
false |
|
| ffscpq__Estimate_Cloning_In_Progress__c |
Estimate Cloning in Progress |
January 2025 |
If selected, the estimate is currently being cloned from another estimate.
|
Checkbox |
|
false |
| ffscpq__Estimate_Fixed_Price_Billing_Frequency__c |
Estimate Fixed Price Billing Frequency |
Summer 2025 |
The fixed price billing frequency of the estimate billing group.
|
Picklist:
Bimonthly
Estimate End Date
Line Set End Date
Monthly
Quarterly
Yearly |
false |
|
| ffscpq__Estimate_Fixed_Price_Scheduling_Option__c |
Estimate Fixed Price Scheduling Option |
Summer 2025 |
The date the estimate billing group starts if the billing frequency is a reoccurring time period.
|
Picklist:
Starting on Earliest Estimate Product Start Date
Starting on Estimate Start Date |
false |
|
| ffscpq__Estimate_Fixed_Price_Upfront_Billing__c |
Estimate Fixed Price Upfront Billing (%) |
Summer 2025 |
The fixed price upfront billing percentage of the estimate billing group.
|
Percent(18,2) |
false |
|
| ffscpq__Expense__c |
Total Billable Expenses |
Services CPQ November 2021 |
The total amount of billable estimated expenses related to the estimate.
|
Currency(18,2) |
false |
0 |
| ffscpq__Fixed_Price_Estimate_Level_Billing__c |
Fixed Price Estimate Level Billing |
Summer 2025 |
If selected, fixed price estimate product instances and independent records that are added to the estimate will automatically be added to a billing group.
|
Checkbox |
|
false |
| ffscpq__Global_Discount__c |
Global Discount (Amount) |
Services CPQ November 2021 |
The amount to discount from the amount for the estimate.
Formula:
IF(ffscpq__Percent_Global_Discount__c = 1, ffscpq__Discount__c, ffscpq__Discount__c - (ffscpq__Discount__c - (ffscpq__Percent_Global_Discount__c * (ffscpq__Amount__c - ffscpq__Vendor_Line_Item_Total_Bill_Amount__c - ffscpq__Total_Billable_Contingency_Amount__c - IF(ffscpq__Apply_Discount_To_Cost_Contingency__c, 0, ffscpq__Cost_Contingency__c)))) / (1 - (ffscpq__Percent_Global_Discount__c)))
|
Currency(18,2) |
false |
|
| ffscpq__Group__c |
Group |
Services CPQ November 2021 |
The group that relates to the estimate.
Looks up to: pse__Grp__c
|
Lookup |
false |
|
| ffscpq__Indep_Fixed_Price_Labor_Net_Bill_Amount__c |
Indep Fixed Price Labor Net Bill Amount |
May 2025 |
The total bill amount for fixed price records related to the estimate after discounts are applied.
|
Currency(18,2) |
false |
0 |
| ffscpq__Independent_Fixed_Price_Billing_Freq__c |
Independent Fixed Price Billing Freq |
Winter 2025 |
The fixed price billing frequency of records independent of estimate products.
|
Picklist:
Bimonthly
Estimate End Date
Line Set End Date
Monthly
Quarterly
Yearly |
false |
|
| ffscpq__Independent_Line_Set_Billing_Type__c |
Independent Line Set Billing Type |
Services CPQ September 2023 |
The billing type for line sets that are added to estimates independently of estimate products.
|
Picklist:
Fixed Price
Time and Materials |
false |
|
| ffscpq__Independent_Line_Set_FP_Margin_Percent__c |
Independent Line Set Fixed Price Mgn (%) |
Services CPQ September 2023 |
The margin percentage for line sets with a billing type of "Fixed Price" that are added to estimates independently of estimate products.
|
Percent(18,2) |
false |
0 |
| ffscpq__Independent_Line_Set_FP_Upfrnt_Bll_Prcnt__c |
Indep Fixed Price Upfront Billing (%) |
Winter 2025 |
The fixed price upfront billing percentage of records independent of estimate products.
|
Percent(18,2) |
false |
|
| ffscpq__Is_Locked__c |
Locked |
Services CPQ September 2023 |
If selected, the estimate is locked and can't be edited.
|
Checkbox |
|
false |
| ffscpq__Is_Primary__c |
Primary |
Services CPQ November 2021 |
Indicates that the estimate is the primary version for the opportunity.
|
Checkbox |
|
false |
| ffscpq__Is_Pushed_To_Opportunity__c |
Added to Opportunity |
Services CPQ May 2022 |
If selected, records independent of estimate products have been added to opportunity.
|
Checkbox |
|
false |
| ffscpq__Is_Template__c |
Template |
Services CPQ May 2022 |
Indicates this estimate is a template.
|
Checkbox |
|
false |
| ffscpq__Margin__c |
Margin (Amount) |
Services CPQ November 2021 |
The difference between the net amount and cost for the estimate.
Formula:
ffscpq__Net_Amount__c - ffscpq__Cost__c
|
Currency(18,2) |
false |
|
| ffscpq__Net_Amount_Before_Pricing_Modifiers__c |
Net Amount (Before Pricing Modifiers) |
Summer 2025 |
The total amount for the estimate after discounts and before pricing modifiers are applied.
Formula:
ffscpq__Amount__c - ffscpq__Discount__c
|
Currency(18,2) |
false |
|
| ffscpq__Net_Amount__c |
Net Amount |
Services CPQ November 2021 |
The total amount for the estimate after discounts and pricing modifiers are applied.
Formula:
ffscpq__Amount__c - ffscpq__Discount__c + ffscpq__Total_Pricing_Modifier_Amount__c
|
Currency(18,2) |
false |
|
| ffscpq__Net_Bill_Amount_Independent_Records__c |
Net Bill Amount (Independent Records) |
Services CPQ September 2023 |
The net bill amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Non_Billable_Expenses_Ind_Records__c |
Non-Billable Expenses (Ind Records) |
Services CPQ September 2023 |
The total amount of non-billable estimated expenses related to the estimate, independent of estimate products.
|
Currency(18,4) |
false |
0 |
| ffscpq__Opportunity_Line_Item__c |
Opportunity Product |
Services CPQ January 2022 |
The opportunity product created when records independent of estimate products were added to opportunity.
Looks up to: OpportunityLineItem
|
Lookup |
false |
|
| ffscpq__Opportunity__c |
Opportunity |
Services CPQ November 2021 |
The opportunity that relates to the estimate.
Looks up to: Opportunity
|
Lookup |
false |
|
| ffscpq__Percent_Discount__c |
Discount (%) |
Services CPQ November 2021 |
The total discount of the estimate as a percentage of the amount.
Formula:
IF(ffscpq__Amount__c = 0, 0, ffscpq__Discount__c / ffscpq__Amount__c)
|
Percent(5,2) |
false |
|
| ffscpq__Percent_Global_Discount__c |
Global Discount (%) |
Services CPQ November 2021 |
The percentage to discount from the amount for the estimate.
|
Percent(5,2) |
false |
0 |
| ffscpq__Percent_Margin__c |
Margin (%) |
Services CPQ November 2021 |
The margin as a percentage of the amount.
Formula:
IF(ffscpq__Net_Amount__c = 0, 0, ffscpq__Margin__c / ffscpq__Net_Amount__c)
|
Percent(18,2) |
false |
|
| ffscpq__Practice__c |
Practice |
Services CPQ November 2021 |
The practice that relates to the estimate.
Looks up to: pse__Practice__c
|
Lookup |
false |
|
| ffscpq__Product__c |
Product |
Services CPQ Summer 2023 |
The product that relates to the estimate.
Looks up to: Product2
|
Lookup |
false |
|
| ffscpq__Project__c |
Project |
Services CPQ May 2022 |
The project created from records independent of estimate products.
Looks up to: pse__Proj__c
|
Lookup |
false |
|
| ffscpq__Region__c |
Region |
Services CPQ November 2021 |
The region that relates to the estimate.
Looks up to: pse__Region__c
|
Lookup |
false |
|
| ffscpq__Role_Request_Uplift_Cut_Off_Date__c |
Role Request Uplift Cutoff Date |
Services CPQ June 2022 |
The date after which to apply the role request uplift percentage. Uplift is applied as a percentage against the previous year's rates and compounded year on year.
|
Date |
false |
|
| ffscpq__Role_Request_Uplift_Percentage__c |
Role Request Uplift (%) |
Services CPQ June 2022 |
The percentage to increase the role request rates by, starting from the role request uplift cutoff date. Uplift is applied as a percentage against the previous year's rates and compounded year on year.
|
Percent(5,2) |
false |
|
| ffscpq__Scheduling_Strategy__c |
Scheduling Strategy |
Winter 2025 |
The prioritized strategy used to spread hours.
|
Picklist:
Prioritize FTE
Prioritize Hours |
false |
|
| ffscpq__Scoping_Session__c |
Scoping Session |
Services CPQ Spring 2024 |
The scoping session that the estimate was created from.
Looks up to: ffscpq__Scoping_Session__c
|
Lookup |
false |
|
| ffscpq__Services_Product_Bill_Amnt_Ind_Records__c |
Services Product Bill Amnt (Ind Records) |
Spring 2025 |
The total billable amount of the services products associated with records independent of estimate products that relate to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Services_Product_Cost_Amnt_Ind_Records__c |
Services Product Cost Amnt (Ind Records) |
Spring 2025 |
The total cost amount of the services products associated with records independent of estimate products that relate to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Stage_Name__c |
Stage |
Services CPQ Spring 2022 |
The current stage of the estimate.
|
Picklist:
Approved
Draft
Rejected
Under Review |
false |
|
| ffscpq__Start_Date__c |
Start Date |
Services CPQ November 2021 |
The date the estimate starts.
|
Date |
false |
|
| ffscpq__State__c |
State |
Services CPQ June 2022 |
Indicates if an estimate is locked, unlocked, or a template.
Formula:
IF( ffscpq__Is_Locked__c, $Label.ffscpq__common_label_locked, IF( ffscpq__Is_Template__c, $Label.ffscpq__common_label_template, $Label.ffscpq__common_label_unlocked))
|
Text |
false |
|
| ffscpq__Total_Billable_Contingency_Amount__c |
Total Billable Contingency Amount |
September 2024 |
The total billable amount of estimate contingency that relates to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Total_Hours__c |
Total Hours |
Services CPQ April 2022 |
The total number of hours for the estimate. This field is calculated upon save.
|
Number(18,2) |
false |
0 |
| ffscpq__Total_Non_Billable_Expenses__c |
Total Non-Billable Expenses |
Services CPQ Summer 2023 |
The total amount of non-billable estimated expenses related to the estimate.
|
Currency(18,2) |
false |
0 |
| ffscpq__Total_Pricing_Modifier_Amount__c |
Total Pricing Modifier Amount |
Summer 2025 |
The total amount of pricing modifiers that relates to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Total_Services_Product_Bill_Amount__c |
Total Bill Amount of Services Products |
Spring 2025 |
The total billable amount of the services products that relate to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Total_Services_Product_Cost_Amount__c |
Total Cost Amount of Services Products |
Spring 2025 |
The total cost amount of the services products that relate to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Total_Vendor_Line_Item_Bill_Amount__c |
Total Bill Amount of Vendor Line Items |
Services CPQ Winter 2024 |
The total bill amount of vendor line items related to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Total_Vendor_Line_Item_Cost_Amount__c |
Total Cost Amount of Vendor Line Items |
Services CPQ Winter 2024 |
The total cost amount of vendor line items related to the estimate.
|
Currency(18,4) |
false |
0 |
| ffscpq__Use_Work_Calendars_For_Scheduling__c |
Use Work Calendars for Scheduling |
Services CPQ Spring 2024 |
If selected, work calendars for the estimate's role requests are respected when scheduling in the Hours Breakdown.
|
Checkbox |
|
false |
| ffscpq__Vendor_Line_Item_Bill_Amnt_Ind_Records__c |
Vendor Line Item Bill Amnt (Ind Records) |
Services CPQ September 2023 |
The bill amount of the vendor line items that are related to the estimate's records independent of estimate products.
|
Currency(18,4) |
false |
0 |
| ffscpq__Vendor_Line_Item_Cost_Amnt_Ind_Records__c |
Vendor Line Item Cost Amnt (Ind Records) |
Services CPQ September 2023 |
The cost amount of the vendor line items that are related to the estimate's records independent of estimate products.
|
Currency(18,4) |
false |
0 |
| ffscpq__Vendor_Line_Item_Total_Bill_Amount__c |
DEP: Vendor Line Items Bill Amount |
Services CPQ April 2023 |
The field is obsolete. It has been replaced by ffscpq__Total_Vendor_Line_Item_Bill_Amount__c.
|
Summary |
|
|
| ffscpq__Vendor_Line_Item_Total_Cost_Amount__c |
DEP: Vendor Line Items Cost Amount |
Services CPQ April 2023 |
The field is obsolete. It has been replaced by ffscpq__Total_Vendor_Line_Item_Cost_Amount__c.
|
Summary |
|
|
