Products and services are applied to billing documents as billing document line items. The Billing Document Line Item object is a core component of FinancialForce Enterprise Resource Planning (ERP). Other FinancialForce applications use this object and add fields, buttons and functionality to it. Here is a description of the Billing Document Line Item fields and buttons grouped by the FinancialForce product to which they belong.
Here is a description of the Billing Document Line Item fields and buttons that are part of FinancialForce Enterprise Resource Planning (ERP).
Key: * – Mandatory field; R – Read-only in all contexts.
The number indicates the number of characters that are allowed in this text field, where appropriate.
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Field Name |
Description |
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|---|---|---|---|
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Billing Document |
Billing document to which this billing document line item belongs. |
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| Billing Document Status | R |
Status of the billing document to which this billing document line item belongs. |
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Description |
255 |
Description of the billing document line item. |
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| Discount Total |
The total discount for this billing document line item.
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| Document Line | Number of this billing document line item. | ||
| Match Type | A | Match Type of the FinancialForce Accounting transaction to which this billing document line item relates. | |
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Total value of this billing document line item before tax to two decimal places.
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| Net Value Before Discount | The net value of the billing document line item before the discounts are applied. If the related contract line item has no pricing structure, this field is calculated using the formula Unit Price x Quantity. If the related contract line item has a pricing structure, this field is calculated using that pricing structure and the usage records or quantity associated with that contract line item. This field contains a value regardless of whether there is a discount on the related contract line item. | ||
| Net Value Override | Contains the value that the Net Value is overridden with. This field contains a value if the product belongs to a tiered pricing structure. Additionally, you can enter a value to override the Net Value. See Net Value. | ||
| Outstanding Value | A | Outstanding Value of the FinancialForce Accounting transaction to which this billing document line item relates. | |
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Product or Service |
* |
Lookup to the Salesforce product or service to which this billing document line item relates. |
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Quantity |
* |
12.6 |
Number of items included in this billing document line item to six decimal places. This is used to calculate the Total Value of the billing document line item. |
| Reporting Net Value | R | Total Value of this billing document line item before tax based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as the Net Value. If the document is a credit note, the value is calculated using the formula: Net Value * -1. | |
| Reporting Tax Value Total | R | Total tax for the billing document line item based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as the Tax Value Total. If the document is a credit note, the value is calculated using the formula: Tax Value Total * -1. | |
| Reporting Total Value | R | Total Value of this billing document line item including tax based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as the Total Value. If the document is a credit note, the value is calculated using the formula: Total Value * -1. | |
| Tax Rate Total |
Total tax rate for the billing document line item. |
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Tax Value Total |
Total tax for the billing document line item to two decimal places. |
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Total Value |
Total Value of this billing document line item including tax to two decimal places. The formula used to calculate this is Net Value + Tax Value Total. |
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* |
Price of one item for the billing document line item to nine decimal places. This is used to calculate the Total Value of the billing document line item. |
Key: A – If you enter a value, the Tax Rate and Tax Value are calculated from the tax code; M – You can enter values manually, but when you do so these fields are no longer calculated.
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Field Name |
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Description |
|---|---|---|
| Reporting Tax Value 1-3 | Tax Value of the corresponding Tax Rate based on the Document Type of the billing document. If the billing document is an invoice, the value is the same as Tax Value 1. If the document is a credit note, the value is calculated using the formula: Tax Value 1 * -1. | |
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Tax Code 1-3 |
A |
Tax code to use when calculating tax for this billing document line item. You can use these to represent the state, county and city tax authorities. |
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Tax Rate 1-3 |
M |
Tax rate to use when calculating tax for this billing document line item. |
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Tax Value 1-3 |
M |
Tax value calculated from the corresponding tax rate using the formula: Net Value * (Tax Rate / 100). |
Here is a description of the fields that FinancialForce Billing Central adds to the Billing Document Line Item object.
Key: * – Mandatory field; R – Read-only in all contexts; C – Only available on the Salesforce Billing Document Detail page; I – This field only applies to billing document line items belonging to billing documents of type Invoice.
The number indicates the number of characters that are allowed in this text field, where appropriate.
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Field Name |
Description |
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|---|---|---|---|---|---|
| Billing Period End Date | I | C | Last day of the billing period for this billing document line item. | ||
| Billing Period Start Date | I | C | First day of the billing period for this billing document line item. | ||
| Contract Line Item | C | Lookup to the contract line item to which this billing document line item relates. This field is populated when the billing document is complete and is used to calculate the Total Billed field of the related contract line item. | |||
| Contract Status | R | C | Formula field containing the status of the contract to which this billing document line item belongs. | ||
| Contract Type | C | Type of contract to which this billing document line item belongs. | |||
| Document Date | R | C | Formula field containing the document date of the billing document to which this billing document line item belongs. | ||
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Plan Name |
C |
Lookup to the plan to which this billing document line item belongs. |
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Unit of Measure |
C |
Lookup to the unit of measure used to determine customer usage on this billing document line item. |
Here is a description of the fields that FinancialForce Accounting adds to the Billing Document Line Item object.
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Field Name |
Description |
|---|---|
| Match Type | Match Type of the FinancialForce Accounting transaction to which this billing document line item relates. |
| Outstanding Value | Outstanding Value of the FinancialForce Accounting transaction to which this billing document line item relates. |