The Billing Contracts dataset includes calculated and non-calculated fields from the Company, Contract, Contract Line Item, Opportunity, and Account objects in Billing Central, Foundations, and Accounting as well as other associated objects. These fields are:
Key: C – Calculated field
|
Field |
|
Description |
|---|---|---|
| Account Base Date 1 | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Base Date 2 | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Base Date 3 | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Base Date 4 | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Billing City | The city portion of the account billing address. | |
| Account Billing Country | The country portion of the account billing address. | |
| Account Billing State | The state portion of the account billing address. | |
| Account Contact Email | The contact email specified for the account. | |
| Account Contact Name | The account contact name. | |
| Account Contact Phone | The phone number of the account contact. | |
| Account Credit Limit Value | The credit limit for the account in the account currency. | |
| Account Credit Status | The current credit status for this account | |
| Account Days Offset 1 Value | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Days Offset 2 Value | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Days Offset 3 Value | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Days Offset 4 Value | The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments. | |
| Account Finance Contact | The contact associated with the account to which mass email messages, such as remittances and reminder letters are sent. | |
| Account ID | The identification number of the account. | |
| Account Industry | The industry sector to which the account belongs. | |
| Account Name | The name of the account. | |
| Account Payment Method | The payment method for the vendor account. | |
| Account Phone | The primary phone number of the account. | |
| Account Type | The type of account. For example: customer, competitor or partner. | |
| Account User Name | The user name of the account. | |
| Account Website | The URL of the account website. | |
| ARR Churn | C | The value of MRR Churn multiplied by 12. |
| ARR Contract Adjustments Replaced | C | The value of MRR Contract Adjustments Replaced multiplied by 12. |
| ARR Contract Adjustments Replacement | C | The value of MRR Contract Adjustments Replacement multiplied by 12. |
| ARR Down Sell | C | The value of MRR Down Sell multiplied by 12. |
| ARR Net New | C | The value of MRR Net New multiplied by 12. |
| ARR Renewals | C | The value of MRR Renewal multiplied by 12. |
| ARR Upsell | C | The value of MRR Upsell multiplied by 12. |
| Bank Account Name | The name of the Bank Account. | |
| Company City | The city portion of the company address. | |
| Company Country | The country portion of the company's address. | |
| Company EC Country Code | The code for the European Union country in which the company operates. | |
| Company Logo URL | Full URL to the location of the logo image stored in the Certinia Documents Folder. | |
| Company Name | The name of the company created in Foundations. | |
| Company Sales Tax Company Code | The code which identifies the company in external tax calculation and reporting systems | |
| Company Short Street | The short street portion of the company's address. | |
| Company State | The state portion of the company's address. | |
| Company Street | The street portion of the company's address. | |
| Company Validated City | The validated city portion of the company address. | |
| Company Validated Country | The validated country portion of the company address. | |
| Company Validated State | The validated state or province portion of the company address. | |
| Company Validated Street | The validated street portion of the company address. | |
| Company Validated ZipPostalCode | The validated ZIP code portion of the company address. | |
| Company VAT GST Group | Indicates whether the company is part of a VAT or GST group. | |
| Company VAT Registration Number | Identifying number used for VAT purposes. | |
| Company Website | The URL of the company's website. | |
| Company Year End Mode | The default processing mode for the year end process. | |
| Company Zip Post Code | The zip or postal code portion of the company address. | |
| Contract Account ID | The identification number of the account to which the contract belongs. | |
| Contract Active Contract ID | The identification number of the active contract if this is a change request. | |
| Contract Adjustments Replaced | C | This displays the negative Monthly Recurring Revenue (MRR) of a contract line item on a contract which is replaced by another contract. |
| Contract Adjustments Replacement | C | This displays the MRR of a contract line item on a replacement contract. |
| Contract Annual Recurring Revenue Value | Monthly Recurring Revenue Multiplied by 12. Contract line items with the billing type One-off are excluded from this calculation. This includes discounts. | |
| Contract Approval Status | The approval status of the contract if the contract is a contract change request. | |
| Contract Company ID | The identification number of the associated company. | |
| Contract Created By ID | The identification number of the user who created the contract. | |
| Contract Created Date | The date on which the contract was created. | |
| Contract Currency ISO Code | The currency ISO code of the contract. | |
| Contract Description | The description of the contract. | |
| Contract End Contract Notes | Additional information about the reason for ending the contract. | |
| Contract End Date | The end date of the contract. The end date of new contract line items are initially set to this date. | |
| Contract Engagement ID | The ID of the engagement Represents a single customer engagement that can include diverse revenue streams. It links together related products for a customer within a given time frame, such as professional services, subscriptions, and goods. to which the contract belongs. |
|
| Contract First Bill Date | The first date on which the contract is to be billed. The first bill date of new contract line items are initially set to this date. | |
| Contract ID | The identification number of the contract. | |
| Contract Is Renewal Of Previous Contract | Indicates whether this contract is a renewal of the previous contract. | |
| Contract Line Item Active Contract Line Item ID | The identification number of the active contract line item if this is a change request line item for a contract line item on an active contract. | |
| Contract Line Item Amount Billed Externally | The amount billed for this contract line item outside of Billing Central. This field is cleared on renewals. | |
| Contract Line Item Annual Recurring Revenue | Monthly Recurring Revenue Multiplied by 12. The Annual Recurring Revenue for Contract line items with the billing type One-off is zero. This includes discounts. | |
| Contract Line Item Bill In Arrears | Indicates whether the contract line is to be billed in arrears. | |
| Contract Line Item Billed Externally To Date | The date up to which the contract line item has been billed outside of Billing Central. Billing schedules are not created for periods before this date. | |
| Contract Line Item Billed To Date | Date up to which the contract line item has been billed. This is the Billing Period End Date of the related billing document line item, which belongs to the last completed billing document associated with this contract line item. | |
| Contract Line Item Billing Term ID | The identification number of the soft date which defines the frequency with which billing schedules are created for the contract line item. | |
| Contract Line Item Billing Term Name | The name of the soft date which defines the frequency with which billing schedules are created for the contract line item. | |
| Contract Line Item Billing Type | The way in which a bill is to be generated. Available options are: Recurring Fixed, Recurring Variable and One-off. The default value is None. | |
| Contract Line Item Contract ID | The identification number of the contract to which this contract line item belongs. | |
| Contract Line Item Created By ID | The identification number of the user who created the contract line item. | |
| Contract Line Item Created Date | The date on which the contract line item was created. | |
| Contract Line Item Deferred Revenue | C |
Deferred revenue for the contract line item. Calculated as Contract Line Item Total Billed - Contract Line Item Revenue Recognized. When the Contract Line Item Revenue Recognized field is not available in the dataset, this is set to Contract Line Item Total Billed. |
| Contract Line Item Description | The description of the contract line item. | |
| Contract Line Item End Date | The end date of the contract line item. When a new contract line item is created, this is initially set to the end date of the contract. | |
| Contract Line Item First Bill Date | The first date on which the contract line item is to be billed. When a new contract line item is created, this is initially set to the first bill date of the contract. | |
| Contract Line Item ID | The identification number of the contract line item. | |
| Contract Line Item Monthly Recurring Revenue | The monthly recurring revenue for the contract line item including discounts. | |
| Contract Line Item MRR Multiplier Value | Multiplier used to calculate monthly recurring revenue. | |
| Contract Line Item Name | The name of the contract line item. | |
| Contract Line Item Previous Contract Line Item ID | The identification number of the previous contract line item to which this contract line item relates. | |
| Contract Line Item Pricing Type | The pricing type of the contract line item. Available options are: Fixed, Volume and Tiered. | |
| Contract Line Item Product Service ID | The identification number of the Salesforce Product to which the contract relates. This can be a product or service. | |
| Contract Line Item Quantity | The quantity of the product or service being purchased to six decimal places. | |
| Contract Line Item Revenue Category | The type of revenue from which the contract line item originates. | |
| Contract Line Item Revenue Recognized | C |
The revenue recognized to date for the contract line item. This is populated from the field specified in the Recognized To Date Value field on the Revenue Management settings record for the Billing Contract Line Item object. |
| Contract Line Item Sales Price | The total price for the contract line including discounts. | |
| Contract Line Item Sales Price Override | Contains a value that overrides the Sales Price. This value is calculated when complex pricing rules apply, such as when the contract line item has a pricing structure. | |
| Contract Line Item Start Date | The first date from which billing can commence for this contract line item. | |
| Contract Line Item Total Billed | The total amount billed for the contract line item. | |
| Contract Line Item Total Contract Line Value | The total value of the contract line item over its lifetime including discounts. | |
| Contract Line Item Unit Price | The price of one item to nine decimal places. This is used to calculate the Sales Price. | |
| Contract Major Version Value | Indicates the major version of the contract. This field is set to 1 when the contract is created. | |
| Contract Monthly Recurring Revenue Value | The total monthly recurring revenue for all contract line items that do not have the billing type One-off. This includes discounts. | |
| Contract Name | The name of the contract. | |
| Contract Number | The name of the contract expressed as a reference number. | |
| Contract Original End Date | The original date on which the contract was due to end. | |
| Contract Owner ID | The identification number of the contract owner. | |
| Contract Previous Contract ID | The identification number of the previous contract to which this contract relates. | |
| Contract Reason For Ending Contract | The reason that the contract was ended. | |
| Contract Renewal Reminder Date | The date on which to report that the contract is due for renewal. | |
| Contract Start Date | The date on which the contract starts. The start date of new contract line items are initially set to this date. | |
| Contract Status | The status of the contract. Statuses are: Active, Draft, Expired, or Superseded. | |
| Contract Total Contract Value | The total value of all recurring fixed and one-off contract lines over the entire life of the contract if the contract is not continuous. | |
| Contract Type | The type of contract. This determines whether the record is a contract or a change request. | |
| Dimension 1 | The name of Dimension 1. | |
| Dimension 2 | The name of Dimension 2. | |
| Dimension 3 | The name of Dimension 3. | |
| Dimension 4 | The name of Dimension 4. | |
| FFA Company ID | The identification number of the company created in Accounting. | |
| MRR Churn | C | The value of contracts lost between a range of dates. For more information, see the KPIs Table. |
| MRR Down Sell | C | The value of contracts which have decreased in value, by additional licenses or products, between a range of dates. For more information, see the KPIs Table. |
| MRR Net New | C | The value of contracts won between a range of dates. For more information, see the KPIs Table. |
| MRR Renewals | C | The value of contract line items renewed between a range of dates. For more information, see the KPIs Table. |
| MRR Upsell | C | The value of contracts which have increased in value, by additional licenses or products, between a range of dates. For more information, see the KPIs Table. |
| Next Contract Line Item End Date | C | The end date of the next contract line item. |
| Next Contract Line Item ID | C | The identification number of the next contract line item. |
| Next Contract Line Item Name | C | The name of the next contract line item. |
| Next Contract Line Item Start Date | C | The start date of the next contract line item. |
| Next Contract Line Item Total Contract Line Value | C | The total contract line value of the next contract line item. |
| Next Opportunity ID | C | The identification number of the next opportunity associated with a contract. |
| Next Opportunity Name | C | The name of the next opportunity. |
| Opportunity Account ID | The identification number of the account that the opportunity is linked to. | |
| Opportunity Amount | The estimated total sale amount. | |
| Opportunity Close Date | The date on which you plan to close the opportunity. | |
| Opportunity Contract End Date | The date on which a contract created from this opportunity is to end. | |
| Opportunity Contract First Bill Date | The first date on which a contract created from this opportunity is to be billed. | |
| Opportunity Contract ID | The identification number of the contract created from this opportunity. | |
| Opportunity Contract Start Date | The date from which billing can start for a contract created from this opportunity. | |
| Opportunity Created By ID | The identification number of the user who created the opportunity. | |
| Opportunity Created Date | The date on which the contract was created. | |
| Opportunity Description | The description of the opportunity. | |
| Opportunity Forecast Category | The category within the sales cycle to which an opportunity is assigned, based on its opportunity stage. | |
| Opportunity Forecast Category Name | The name of the forecast category. | |
| Opportunity Has Open Activity | Indicates there are open activities related to the opportunity. | |
| Opportunity Has Opportunity Line Item | Indicates the opportunity product related to the opportunity. | |
| Opportunity Has Overdue Task | Indicates there are overdue tasks related to the opportunity. | |
| Opportunity ID | The name of the opportunity. | |
| Opportunity Is Closed | Indicates that the opportunity is closed. | |
| Opportunity Is Won | Indicates that the opportunity is won. | |
| Opportunity Lead Source | The source of the opportunity. | |
| Opportunity Name | The name of the opportunity. | |
| Opportunity Next Step | Description of the next task in closing the opportunity. | |
| Opportunity Original Opportunity ID | The identification number of the related opportunity that is being upsold, renewed, or replaced. | |
| Opportunity Owner ID | The identification number of the owner of the opportunity. | |
| Opportunity Owner Name | The opportunity owner name, rather than the identification number of the opportunity number. | |
| Opportunity Probability | The likelihood that opportunity will close, stated as a percentage. | |
| Opportunity Stage Name | The current stage of opportunity based on selections made from a predefined list. | |
| Opportunity Type | The type of opportunity. | |
| Previous Contract Line Item ARR | C | The annual recurring revenue (ARR) for the previous contract line item. |
| Previous Contract Line Item Billing Type | C | The billing type for the previous contract line item. |
| Previous Contract Line Item Contract ID | C | The identification number of the previous contract line item. |
| Previous Contract Line Item Contract Status | C | The contract status of the previous contract line item. |
| Previous Contract Line Item End Date | C | The end date of the previous contract line item. |
| Previous Contract Line Item ID | C | The identification number of the previous contract line item. |
| Previous Contract Line Item MRR | C | The monthly recurring revenue (MRR) for the previous contract line item. |
| Previous Contract Line Item Name | C | The name of the previous contract line item. |
| Previous Contract Line Item Quantity | C | The quantity of the previous contract line item. |
| Previous Contract Line Item Sales Price | C | The sales price of the previous contract line item. |
| Previous Contract Line Item Start Date | C | The start date of the previous contract line item. |
| Previous Contract Line Item Total Contract Line Value | C | The total contract line value of the previous contract line item. |
| Previous Contract Line Item Unit Price | C | The unit price of the previous contract line item. |
| Previous Opportunity ID | C | The identification number of the previous opportunity. |
| Previous Opportunity Name | C | The previous opportunity name. |
| Product Billing Type | The way in which a bill is to be generated. See the Product object. | |
| Product Description | The description of the product. | |
| Product Display URL | The URL for the product. | |
| Product Family | The category specified for the product. | |
| Product ID | The identification number of the product. | |
| Product Is Active | Indicates that the product is active. | |
| Product Name | The name of the product. | |
| Product Place Of Supply | The product place of supply. Available values are "With Account" (default) or "With Customer". | |
| Product Product Code | The product code for the product. | |
| Product Sales Tax Rule | The tax code used if the org is configured to use an external system for tax calculation, such as Avalara. | |
| Product Sales Tax Status | The tax status of the product. | |
| Product Sales Tax Status | The tax status of this product for SUT companies. | |
| Product Stock Keeping Unit | The product's SKU, which can be used with or in place of the Product Code field. | |
| Product Tax Code | The tax code to be used when calculating tax in a VAT or GST company. See the Product object. | |
| Product Tax Code | If your organization is configured to use an external system for tax calculation and product-specific tax calculation is required, you can map this product to a tax code in the external system by specifying the tax code here. | |
| Renewed Contract Line Item End Date | C | This stores the end date of a contract line item on a previous contract, when this contract line item is a renewal. For example: Contract line item 1 ends on January 1, 2017. Contract line item 2 is the renewal line, and so has a renewed contract line item end date of January 1, 2017. |
| Replacement Date | C | This displays the day after the end date for contract line items that have been replaced or are otherwise null. |
| System Next Opportunity Process Action | Stores the value for the following opportunity in order to classify KPIs used in the Billing Contracts dataset. For example, a contract line item might have a System Opportunity Process Action of "New Customer" and a System Next Opportunity Process Action of "Existing Customer - Upgrade". This indicates that the next contract is an upgrade. | |
| System Process Action | Stores the action values used by the Opportunity to Contract Integration. For example, if the process action is Opportunity Type, the System Process Action can be "New Customer", "Existing Customer - Renewal", "Existing Customer - Upgrade" or "Existing Customer - Replacement". | |
| System Process Trigger | Triggers the Opportunity to Contract integration. For example, if the process trigger is Opportunity Stage, the System Process Trigger is "Closed Won"). | |
| Total Previous ARR | C | The value of Total Previous MRR multiplied by 12. |
| Total Previous MRR | C | Combines the MRR value of contract lines if these are contract lines for the same product on an upgraded contract, which are then merged into one line on a renewal contract. It is used to calculate the MRR value of the Upsell and Down Sell KPIs. |
| Account Contact Department | The organizational department of the account contact. | |
| Account Contact Mailing Country | The mailing country of the account contact. | |
| Account Contact Title | The honorific address title of the account contact. |