SECTIONSEstimate Product Instance Fields
The estimate product instance record includes the following fields.
* – Mandatory field
| Field | Description | |
|---|---|---|
| Added to Opportunity | Indicates that the estimate product instance has been added to the opportunity related to its estimate. | |
| Bill Amount | The total bill amount for the estimate product instance. | |
| Bill Amount (Estimate Currency) | The bill amount for the estimate product instance in the currency of the related estimate. | |
| Billable Expense Amount | The total billable expense amount for the estimate product instance. | |
| Billable Expense Amount (Estimate Curr) | The billable estimated expense amount for the estimate product instance, in the currency of the estimate. | |
| Billing Type |
The method of billing. You can select one of the following options:
You must select "Time and Materials" if related role requests are using dated resource bill rates. |
|
| Cost Amount | The total cost amount for the estimate product instance. | |
| Cost Amount (Estimate Currency) | The cost amount for the estimate product, in the currency of the estimate. | |
| Description | The description of the estimate product instance. | |
| Discount (%) | The percentage discount applied to the role requests associated with the estimate product. | |
| End Date | The date the estimate product instance ends. | |
| Estimate | The estimate that relates to the estimate product instance. | |
| Estimate Billing Group | The billing group that relates to the estimate product instance. | |
| Estimate Pricing Method | The estimate pricing method that relates to the estimate product instance. | |
| Estimate Product | The estimate product that relates to the estimate product instance. | |
| Estimate Product Bundle | The Estimate Product Bundle that relates to the estimate product instance. | |
| Estimate Product Instance Name | * | The name of the estimate product instance. |
| Fixed Price Billing Frequency | The fixed price billing frequency of the estimate product instance. | |
| Fixed Price Margin (%) | For fixed price estimate product instances only. The fixed price margin that the estimate product instance uses to calculate the billable amount. | |
| Fixed Price Labor Net Bill Amount | The total bill amount for fixed price records related to the estimate product instance after discounts are applied. | |
| Fixed Price Upfront Billing (%) | The fixed price upfront billing percentage of the estimate product instance. | |
| Net Bill Amount | The total bill amount for the estimate product instance after discounts are applied. | |
| Net Amount (Before Pricing Modifiers) | The total amount for the estimate after discounts and before pricing modifiers are applied. | |
| Net Bill Amount (Estimate Currency) | The net bill amount for the estimate product, including discount, in the currency of the estimate. | |
| Processing | Indicates that records associated with the estimate product instance are currently being created or updated. | |
| Project | The project created from the estimate product instance. | |
| Start Date | * | The date the estimate product instance starts. |
| Total Billable Contingency Amount | The total billable amount of estimate contingency that relates to the estimate product instance. | |
| Total Non-Billable Expenses | The total amount of non-billable estimated expenses related to the estimate product instance. | |
| Total Non-Billable Expenses (Est Curr) | The total amount of non-billable estimated expenses related to the estimate product instance, in the currency of the estimate. | |
| Total Services Product Bill Amount | The total services product bill amount that relates to this estimate product instance. | |
| Total Services Product Cost Amount | The total services product cost amount that relates to this estimate product instance. | |
| Total Pricing Modifier Amount | The total amount of pricing modifiers that relates to the estimate. | |
| Vendor Line Item Bill Amount (Est Curr) | The estimate vendor line item bill amount for the estimate product instance, in the currency of the estimate. | |
| Vendor Line Item Cost Amount (Est Curr) | The estimate vendor line item cost amount for the estimate product instance, in the currency of the estimate. | |
| Vendor Line Item Total Bill Amount | The total EVLI amount for the estimate product instance. | |
| Vendor Line Item Total Cost Amount | The total EVLI cost amount for the estimate product instance. |