Customizing Columns and Filters for Services Billing Tabs

You can use field sets on the Billing Event object to define the columns in the grids and fields in the Filters panels on the following Services Billing tabs:

  • Projects Awaiting Billing
  • Billing Events Awaiting Release
  • Billing Events Awaiting Invoicing
  • Invoiced Billing Events

For more information about the services billing process, see Services Billing Overview.

For information about how to maintain field sets, see the Salesforce Help.

Configuring Columns in Grids

You can select field sets to display your custom columns in the relevant grid in addition to the mandatory columns.

The tabs contain the following mandatory columns that are displayed with your custom columns. You don't need to add these fields to your field set.

Tab

Object for Field Set

Mandatory Columns
Projects Awaiting Billing Project Project, Account
Billing Events Awaiting Release Billing Event Billing Event, Billing Event Batch
Billing Events Awaiting Invoicing Billing Event Billing Event, Billing Event Batch
Invoiced Billing Events Billing Event Billing Event

The following are the mandatory columns for the grids in the billing event items window, which you open from the Billing Events Awaiting Release tab. You don't need to add these fields to your Billing Event field set.

Section

Mandatory Columns
Timecards Billing Event Item, Timecard Split
Milestones Billing Event Item, Milestone
Expenses Billing Event Item, Expense
Miscellaneous Adjustments Billing Event Item, Miscellaneous Adjustment
Budgets Billing Event Item, Budget

To define and use field sets for columns in the grids:

  1. From Setup, open Object Manager, and then open the relevant object.
  2. Select Field Sets, and then click New.
  3. Enter the details, and then click Save.
  4. Add the relevant fields to the lists, and then click Save.
  5. From the App Launcher, open the relevant Services Billing tab.
  6. Click Setup | Edit Page. The Lightning App Builder opens.
  7. Click the page component.
  8. In the component properties, select your custom field set from the relevant field:

    Field

    Tab

    Usage

    Projects Columns Field Set

    Projects Awaiting Billing

    		The grid on the tab.
    Billing Events Columns Field Set

    Billing Events Awaiting Release

    Billing Events Awaiting Invoicing

    Invoiced Billing Events

    		The grids on the tabs.
    Timecards Columns Field SetBilling Events Awaiting ReleaseThe relevant grid in the billing event items window.
    Milestones Columns Field Set
    Expenses Columns Field Set
    Miscellaneous Adjustments Columns Field Set
    Budgets Columns Field Set
  9. Click Save, and then exit the Lightning App Builder. The mandatory columns and your custom columns are displayed in the grid.
Note: If you select "None" in any field set field, the default columns are displayed.

Configuring Fields in Filters Panels

You can select field sets to display your custom fields in the tab's filters panel in addition to the mandatory fields. Other default filters are not displayed.

The tabs contain the following mandatory filters that are displayed with your custom filters. You don't need to add these fields to your field set.

Tab

Object for Field Set

Mandatory Filters
Projects Awaiting Billing Project Time Period
Billing Events Awaiting Release Billing Event

Generated Start Date

Generated End Date

Billing Event Item: Category
Billing Events Awaiting Invoicing Billing Event

Generated Start Date

Generated End Date

Billing Event Item: Category
Invoiced Billing Events Billing Event

Invoiced Time Period

Billing Event Item: Category

You can add the following field types to the field set for filters:

  • Text
  • Lookup
  • Picklist
  • Checkbox
  • Number
  • Percentage
  • Date
  • Email
  • Currency

To configure an object's field set for fields in the filter panel:

  1. From Setup, open Object Manager, and then open the relevant object.
  2. Select Field Sets, and then click New.
  3. Enter the details, and then click Save.
  4. Add the relevant fields to the lists, and then click Save.
  5. From the App Launcher, open the relevant Services Billing tab.
  6. Click Setup | Edit Page. The Lightning App Builder opens.
  7. Click the component.
  8. In the component properties, select your custom field set from the relevant field:
    • On the Projects Awaiting Billing tab, this is the Projects Filters Field Set field.
    • On the Billing Events Awaiting Release, Billing Events Awaiting Invoicing, and Invoiced Billing Events tabs, this is the The Billing Events Filters Field Set field.
  9. Click Save, and then exit the Lightning App Builder. The mandatory filters and your custom filters are displayed in the Filters panel.
Note: If you select "None" in any field set field, the default filters are displayed.