| Account__c |
Account |
Pre-Spring 2018 |
Looks up to: Account
|
Lookup |
|
| Admin_Global_Edit__c |
Admin Global Edit |
Pre-Spring 2018 |
If checked, allows Admin to make 'global' changes to the Budget, including edits to the Budget's Project, Resource, Currency, or Date, even if Include In Financials is checked. Config requirement: Actuals Calculation Mode must be set to 'Scheduled'.
|
Checkbox |
false |
| Amount__c |
Amount |
Pre-Spring 2018 |
The monetary amount for the Budget, not including any amount entered separately in the Expense Amount field. Defaults to and must always be same currency as Project.
|
Currency(18,2) |
0.00 |
| Approved__c |
Approved |
Pre-Spring 2018 |
This checkbox should be checked when the Budget is approved - typically by a workflow driven by the Status field.
|
Checkbox |
false |
| Approved_for_Billing__c |
Approved for Billing |
Pre-Spring 2018 |
|
Checkbox |
false |
| Approver__c |
Approver |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
|
| Audit_Notes__c |
Audit Notes |
Pre-Spring 2018 |
|
TextArea |
|
| Bill_Date__c |
Bill Date |
Pre-Spring 2018 |
|
Date |
|
| Billable__c |
Billable |
Pre-Spring 2018 |
|
Checkbox |
false |
| Billed__c |
Billed |
Pre-Spring 2018 |
|
Checkbox |
false |
| Billing_Event_Invoiced__c |
Billing Event Invoiced |
Pre-Spring 2018 |
Reflects Invoiced flag value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Invoiced__c,$Label.common_label_yes,$Label.common_label_no))
|
Text |
|
| Billing_Event_Item__c |
Billing Event Item |
Pre-Spring 2018 |
Looks up to: Billing_Event_Item__c
|
Lookup |
|
| Billing_Event_Released__c |
Billing Event Released |
Pre-Spring 2018 |
Reflects Released flag value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Is_Released__c,$Label.common_label_yes,$Label.common_label_no))
|
Text |
|
| Billing_Event_Status__c |
Billing Event Status |
Pre-Spring 2018 |
Status pick list value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',TEXT(Billing_Event_Item__r.Billing_Event__r.Status__c))
|
Text |
|
| Billing_Event__c |
Billing Event |
Pre-Spring 2018 |
Formula hyperlink to the Billing Event (parent record to the Bill Event Item) if any.
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',HYPERLINK('/'&Billing_Event_Item__r.Billing_Event__c, IF(OR(ISNULL(Billing_Event_Item__r.Billing_Event__r.Name),ISBLANK(Billing_Event_Item__r.Billing_Event__r.Name)),Billing_Event_Item__r.Billing_Event__c,(Billing_Event_Item__r.Billing_Event__r.Name))))
|
Text |
|
| Billing_Hold__c |
Billing Hold |
Pre-Spring 2018 |
|
Checkbox |
false |
| Budget_Header__c |
Budget Header |
Pre-Spring 2018 |
Looks up to: Budget_Header__c
|
Lookup |
|
| Description__c |
Description |
Pre-Spring 2018 |
|
LongTextArea(32000) |
|
| Effective_Date__c |
Effective Date |
Pre-Spring 2018 |
|
Date |
Today() |
| Eligible_for_Billing__c |
Eligible for Billing |
Pre-Spring 2018 |
Indicates Budget is in a state that is eligible for Billing Event Generation (not including the Approved for Billing flag, which may also be required per global config). This means all of the following conditions must be met: Billing Hold = false Exclude from Billing = false Include In Financials = true Billable = true Billed = false Invoiced = false Billing Event Item = {blank} Project = {not blank} Project's Account = {not blank} Project Exclude From Billing = false
Formula:
IF(AND(NOT(Billing_Hold__c),NOT(Exclude_from_Billing__c),Include_In_Financials__c,Billable__c,NOT(Billed__c),NOT(Invoiced__c),OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c)),NOT(OR(ISNULL(Project__c),ISBLANK(Project__c))),NOT(OR(ISNULL(Project__r.Account__c),ISBLANK(Project__r.Account__c))),NOT(Project__r.Exclude_From_Billing__c)),$Label.common_label_yes,$Label.common_label_no)
|
Text |
|
| Exclude_from_Billing__c |
Exclude from Billing |
Pre-Spring 2018 |
If checked, never bill this business record. Same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.
|
Checkbox |
false |
| Expense_Amount__c |
Expense Amount |
Pre-Spring 2018 |
The monetary amount (if any) explicitly set aside for Expenses in the Budget. This is separate from and in addition to the Budget Amount field. Defaults to and must always be same currency as Project.
|
Currency(18,2) |
0.00 |
| Expense_Transaction__c |
Expense Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
|
| Include_In_Financials__c |
Include In Financials |
Pre-Spring 2018 |
|
Checkbox |
false |
| Invoice_Date__c |
Invoice Date |
Pre-Spring 2018 |
|
Date |
|
| Invoice_Number__c |
Invoice Number |
Pre-Spring 2018 |
|
Text(80) |
|
| Invoiced__c |
Invoiced |
Pre-Spring 2018 |
|
Checkbox |
false |
| Opportunity__c |
Opportunity |
Pre-Spring 2018 |
Looks up to: Opportunity
|
Lookup |
|
| Override_Project_Group_Currency_Code__c |
Override Project Group Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Group__r.CurrencyIsoCode)
|
Text |
|
| Override_Project_Group__c |
Override Project Group |
Pre-Spring 2018 |
If this field is set, it overrides the Group to which a Budget's Transactions will roll up for Group Actuals, even if its Project is in a different Group. Typically a Budget's Transactions roll up to its Project's Group. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Grp__c
|
Lookup |
|
| Override_Project_Practice_Currency_Code__c |
Override Project Practice Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Practice__r.CurrencyIsoCode)
|
Text |
|
| Override_Project_Practice__c |
Override Project Practice |
Pre-Spring 2018 |
If this field is set, it overrides the Practice to which a Budget's Transactions will roll up for Practice Actuals, even if its Project is in a different Practice. Typically a Budget's Transactions roll up to its Project's Practice. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Practice__c
|
Lookup |
|
| Override_Project_Region_Currency_Code__c |
Override Project Region Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Region__r.CurrencyIsoCode)
|
Text |
|
| Override_Project_Region__c |
Override Project Region |
Pre-Spring 2018 |
If this field is set, it overrides the Region to which a Budget's Transactions will roll up for Regional Actuals, even if its Project is in a different Region. Typically a Budget's Transactions roll up to its Project's Region. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Region__c
|
Lookup |
|
| PreBilledAmount__c |
DEPRECATED: Pre-Billed Amount |
Pre-Spring 2018 |
The field is deprecated. It has been replaced by Pre_Billed_Amount__c.
|
Currency(18,0) |
|
| Pre_Billed_Amount__c |
Pre-Billed Amount |
Pre-Spring 2018 |
The portion of the combined Budget/Expense Amounts to be pre-billed. Defaults to and must always be same currency as Project. This field is a replacement for the old Pre-Billed Amount field (PreBilledAmount__c) which did not allow non-integer decimals.
|
Currency(18,2) |
|
| Pre_Billed_Transaction__c |
Pre-Billed Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
|
| Project__c |
Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
|
| Status__c |
Status |
Pre-Spring 2018 |
|
Picklist:
Approved
Draft
Open
Rejected |
|
| Total_Amount__c |
Total Amount |
Pre-Spring 2018 |
Formula:
Amount__c + Expense_Amount__c
|
Currency(18,2) |
|
| Transaction__c |
Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
|
| Type__c |
Type |
Pre-Spring 2018 |
|
Picklist:
Customer Purchase Order
Customer Purchase Order Change Request
Internal Budget
Internal Budget Change Request
Vendor Purchase Order
Vendor Purchase Order Change Request
Work Order
Work Order Change Request |
|
