Billing Document

Here is a description of the field sets on the Billing Document and Billing Document Line Item objects.

Billing Central checks whether you have been granted access to fields in the Billing Central field sets. Fields that you do not have access to are hidden. To print and email billing documents, you must be granted access to all fields in:

The Printed Document Fields field sets of the Billing Document and Billing Document Line Item objects.

The Plan Summary Fields field set of the Billing Document Line Item object.

If you do not have access to these fields, you cannot print or email billing documents.

Notes: Notes Notepad

Your administrator may have specified different field sets in the Billing Central Settings custom setting. See Enhanced Billing Doc Field Set and Enhanced Billing Doc Line Field Set.

Fields that are already displayed as part of the enhanced Billing Document Detail page are not displayed on the Additional Fields tab.

The Additional Fields tab is hidden if there are no supported additional fields in the Enhanced Billing Document Additional Fields field set or the field set defined in the Enhanced Billing Doc Field Set custom field of the Billing Central Settings custom setting.

You cannot edit system fields or fields that you do not have edit permissions for on the Additional Fields tab.

Adding custom fields that require a unique value is not supported.

Name	Description	Default Fields	Object	Where is it Used?
Enhanced Billing Document Additional Fields	Defines the additional billing document fields to be displayed on the enhanced Billing Document Detail page. You can use this field set to add these types of field: Checkbox Currency Date and Date / Time Email Lookup Relationship Master-Detail Relationship Number Percent Phone Picklist Text URL Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here. Note: Note Dependent picklists are not fully supported. Updates to controlling fields might not be validated.	–	Billing Document	Enhanced Billing Document Detail page
Enhanced Billing Document Additional Fields	Defines the additional billing document line item fields to be displayed on the enhanced Billing Document Detail page. You can use this field set to add these types of field: Checkbox Currency Date and Date / Time Email Lookup Relationship Master-Detail Relationship Number Percent Phone Picklist Text URL Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here. Note: Note Dependent picklists are not fully supported. Updates to controlling fields might not be validated.	–	Billing Document Line Item	Enhanced Billing Document Detail page
Plan Summary Fields	Defines the billing document fields to be displayed when summarizing a plan on billing documents.	Tax Value Total Net Value	Billing Document Line Item	Printed billing documents
Printed Document Fields	Contains additional billing document fields to appear on billing documents.	Customer Reference Document Number Document Date Document Due Date	Billing Document
Printed Document Fields	Contains additional billing document line item fields to appear on billing documents.	Quantity Tax Rate Total Tax Value Total Net Value	Billing Document Line Item

Name

Description

Default Fields

Object

Where is it Used?

Enhanced Billing Document Additional Fields

Defines the additional billing document fields to be displayed on the enhanced Billing Document Detail page. You can use this field set to add these types of field:

Checkbox
Currency
Date and Date / Time
Email
Lookup Relationship
Master-Detail Relationship
Number
Percent
Phone
Picklist
Text
URL

Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here.

Note: Note Notepad

Dependent picklists are not fully supported. Updates to controlling fields might not be validated.

–

Billing Document

Enhanced Billing Document Detail page

Enhanced Billing Document Additional Fields

Defines the additional billing document line item fields to be displayed on the enhanced Billing Document Detail page. You can use this field set to add these types of field:

Checkbox
Currency
Date and Date / Time
Email
Lookup Relationship
Master-Detail Relationship
Number
Percent
Phone
Picklist
Text
URL

Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here.

Note: Note Notepad

Dependent picklists are not fully supported. Updates to controlling fields might not be validated.

–

Billing Document Line Item

Enhanced Billing Document Detail page

Plan Summary Fields

Defines the billing document fields to be displayed when summarizing a plan on billing documents.

Tax Value Total

Net Value

Billing Document Line Item

Printed billing documents

Printed Document Fields

Contains additional billing document fields to appear on billing documents.

Customer Reference

Document Number

Document Date

Document Due Date

Billing Document

Printed Document Fields

Contains additional billing document line item fields to appear on billing documents.

Quantity

Tax Rate Total

Tax Value Total

Net Value

Billing Document Line Item

Related Concepts

Field Sets

Reference

Contract