Billing Schedule Fields
Billing schedules enable you to automatically generate billing documents from contracts. Here is a description of the fields on the Billing Schedule object.
Key: * – Mandatory field; R – Read-only.
Field Name |
Description |
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Billing Contract |
Lookup to the related contract. This field is populated automatically when you generate billing schedules for a contract.
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Billing Date | * |
Date on which a billing document is due to be created for this billing schedule. |
Billing Document Line Item |
Lookup to the billing document line item generated from this billing schedule. If the Complete Billing Document Deleted checkbox is selected, this lookup is cleared because the related billing document has been deleted as a result of archiving. |
|
Complete Billing Document Deleted | R | Indicates that the completed billing document related to this billing schedule has been deleted after having been archived. This checkbox can only be selected by the archiving process. It prevents the billing schedule from being rebilled. |
Contract | Contract to which the billing schedule belongs. This enables the billing schedules to be grouped by contract. | |
Contract Line Item |
* |
Lookup to the contract line item that is to be processed. |
Contract Status |
Status of the contract to which this billing schedule belongs. |
|
Contract Type | R | Type of contract to which this billing schedule belongs. |
End of Period |
* |
Last day of the billing period for this billing schedule. |
Ends Later Than Contract Line | R | For internal use only. This checkbox is selected when the billing period end date falls after the contract line item's end date, or when the contract line item is canceled. |
Final Schedule | R |
Indicates whether this is the last billing schedule for the contract line item. This checkbox is selected if:
|
Month | Formula field, used in the default Billing Central reports, which calculates the month of the Billing Period Start Date. | |
Start of Period |
* |
First day of the billing period for this billing schedule. |
Unique Id | A system-generated value that is updated every time the billing schedule is updated. It stores a combination of contract line item, start date, end date and billing date to enforce uniqueness. | |
Value |
Value of the billing schedule. This value is the sales price copied from the related contract line item, except when the contract line item has the "Recurring Fixed" billing type and proration applies. |
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Year | Formula field used in the default Billing Central reports, which calculates the year of the Billing Period Start Date. |