Services CPQ Data Dictionary

Estimate_Task__c

Label: Estimate Task

Stores the tasks on an estimate.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Bill_Amount__c Bill Amount Services CPQ January 2022 The total amount for the task before discounts are applied.

Currency(18,4)
Cost_Amount__c Cost Amount Services CPQ January 2022 The total cost of the task.

Currency(18,4)
Cumulative_Task_Discount__c Cumulative Task Discount (%) Services CPQ Winter 2024 The cumulative percentage discount applied to the role requests associated with the sub-task when its billing type is Time and Materials.

Percent(5,2)
End_Date__c End Date Services CPQ November 2021 The date the task ends.

Date
Estimate_Line_Set__c Estimate Line Set Services CPQ Spring 2022 The line set that relates to the task.

Looks up to: Estimate_Line_Set__c
Lookup
Estimate_Product__c Estimate Product Services CPQ August 2022 The estimate product that relates to the task.

Looks up to: Estimate_Product_Instance__c
Lookup
Estimate__c Estimate Services CPQ November 2021 The estimate that relates to the task.

Looks up to: Estimate__c
Lookup
Hours__c Hours Services CPQ June 2022 The total number of hours for estimate role requests that relate to the task.

Number(18,0)
Margin__c Margin Services CPQ January 2022 The difference between the amount and cost for the task.

Currency(18,4)
Net_Bill_Amount__c Net Bill Amount Services CPQ January 2022 The total amount for the task after discounts are applied.

Currency(18,4)
Order__c Peer Order Services CPQ November 2021 For system use. Used to determine the hierarchy of the task.

Number(8,0)
Parent_Estimate_Task__c Parent Estimate Task Services CPQ Winter 2024 The parent estimate task of this estimate sub-task.

Looks up to: Estimate_Task__c
Lookup
Percent_Discount__c Discount (%) Services CPQ November 2021 The percentage discount applied to the role requests associated with the task when its billing type is Time and Materials.

Percent(5,2)
Source_Estimate_Task__c Source Estimate Task Services CPQ Winter 2024 The estimate task that was used as a template in the creation of the estimate task.

Looks up to: Estimate_Task__c
Lookup
Source_Estimate__c Source Estimate Services CPQ January 2022 The estimate that was used as a template in the creation of the task.

Looks up to: Estimate__c
Lookup
Start_Date__c Start Date Services CPQ November 2021 The date the task starts.

Date
Top_Level_Parent_Estimate_Task__c Top-Level Parent Estimate Task Services CPQ Winter 2024 The top-level parent estimate task of this estimate task.

Looks up to: Estimate_Task__c
Lookup


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