| Account__c |
Account |
Services CPQ November 2021 |
Looks up to: Account
|
Lookup |
|
| Amount__c |
Amount |
Services CPQ November 2021 |
The total amount for this estimate before discounts are applied.
|
Currency(18,2) |
|
| Apply_Discount_To_Cost_Contingency__c |
Apply Discount to Cost Contingency |
Services CPQ November 2021 |
Indicates whether the discount is to be applied to the cost contingency.
|
Checkbox |
false |
| Apply_Discount_To_Expense__c |
Apply Discount to Expense |
Services CPQ November 2021 |
Indicates whether the discount is to be applied to the expenses.
|
Checkbox |
false |
| Approval_Status__c |
Approval Status |
Services CPQ November 2021 |
The current status of this estimate in the approval process.
|
Picklist:
Approved
Draft
Rejected
Submitted |
"Draft" |
| Billing_Type__c |
Billing Type |
Services CPQ November 2021 |
|
Picklist:
Fixed Price
Time and Materials |
|
| Cost_Contingency__c |
Cost Contingency |
Services CPQ November 2021 |
The contingency to add to the amount and cost for this estimate.
|
Currency(18,2) |
0 |
| Cost__c |
Cost |
Services CPQ November 2021 |
The total cost of this estimate.
|
Currency(18,2) |
|
| Discount__c |
Discount (Amount) |
Services CPQ November 2021 |
|
Currency(18,2) |
0 |
| Duration__c |
Duration (Days) |
Services CPQ November 2021 |
The duration of this estimate in days.
Formula:
End_Date__c - Start_Date__c
|
Number(18,0) |
|
| End_Date__c |
End Date |
Services CPQ November 2021 |
|
Date |
|
| Expense__c |
Expense |
Services CPQ November 2021 |
The expenses to add to the amount and cost for this estimate.
|
Currency(18,2) |
0 |
| Global_Discount__c |
Global Discount (Amount) |
Services CPQ November 2021 |
The amount to discount from the amount for this estimate.
Formula:
Percent_Global_Discount__c * ( Amount__c - Discount__c - IF(Apply_Discount_To_Cost_Contingency__c, 0, Cost_Contingency__c) - IF(Apply_Discount_To_Expense__c, 0, Expense__c) )
|
Currency(18,2) |
|
| Group__c |
Group |
Services CPQ November 2021 |
Looks up to: pse__Grp__c
|
Lookup |
|
| Is_Primary__c |
Primary |
Services CPQ November 2021 |
Indicates that this estimate is the primary version for the opportunity.
|
Checkbox |
false |
| Margin__c |
Margin (Amount) |
Services CPQ November 2021 |
The difference between the amount and cost for this estimate.
Formula:
Net_Amount__c - Cost__c
|
Currency(18,2) |
|
| Net_Amount__c |
Net Amount |
Services CPQ November 2021 |
The total amount for this estimate after discounts are applied.
Formula:
Amount__c - Global_Discount__c - Discount__c
|
Currency(18,2) |
|
| Opportunity__c |
Opportunity |
Services CPQ November 2021 |
The opportunity that this estimate was created from.
Looks up to: Opportunity
|
Lookup |
|
| Percent_Discount__c |
Discount (%) |
Services CPQ November 2021 |
The total discount of estimate tasks as a percentage of the amount.
Formula:
IF((Amount__c - Cost_Contingency__c - Expense__c) = 0, 0, Discount__c / (Amount__c - Cost_Contingency__c - Expense__c) )
|
Percent(5,2) |
|
| Percent_Global_Discount__c |
Global Discount (%) |
Services CPQ November 2021 |
The percentage to discount from the amount for this estimate.
|
Percent(5,2) |
0 |
| Percent_Margin__c |
Margin (%) |
Services CPQ November 2021 |
The margin as a percentage of the amount.
Formula:
Margin__c / Net_Amount__c
|
Percent(18,2) |
|
| Practice__c |
Practice |
Services CPQ November 2021 |
Looks up to: pse__Practice__c
|
Lookup |
|
| Region__c |
Region |
Services CPQ November 2021 |
Looks up to: pse__Region__c
|
Lookup |
|
| Start_Date__c |
Start Date |
Services CPQ November 2021 |
|
Date |
|
