Action_Check_Include_In_Financials__c |
Action: Update Include In Financials |
Pre-Spring 2018 |
Action checkbox that will update the Include in Financials checkbox asynchronously in order to avoid governor limits associated with native updates. This field is not intended for display. This is designed to support field updates in the approval process.
|
Checkbox |
false |
Admin_Global_Edit__c |
Admin Global Edit |
Pre-Spring 2018 |
If checked, allows Admin to make 'global' changes to the Expense Report, including edits to the ER'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 |
Approved__c |
Approved |
Pre-Spring 2018 |
This checkbox should be checked when the Expense Report is approved - typically by a workflow driven by the Status field.
|
Checkbox |
false |
Approver__c |
Approver |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
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Assignment__c |
Assignment |
Pre-Spring 2018 |
Looks up to: Assignment__c
|
Lookup |
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Audit_Notes_History__c |
Audit Notes History |
Pre-Spring 2018 |
Stores audit notes history. When a user changes a project or assignment on an expense report and the audit notes exceed 255 characters, older audit notes are moved and appended here.
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LongTextArea(32768) |
|
Audit_Notes__c |
Audit Notes |
Pre-Spring 2018 |
|
TextArea |
|
Billable__c |
Billable |
Pre-Spring 2018 |
|
Checkbox |
false |
Billed__c |
Lines Billed |
Pre-Spring 2018 |
|
Checkbox |
false |
Description__c |
Description |
Pre-Spring 2018 |
|
TextArea |
|
Disable_Approval_Auto_Submit__c |
Disable Approval Auto Submit |
Pre-Spring 2018 |
If checked, this should disable any PSA trigger-based automatic submit for approval for the Expense Report.
|
Checkbox |
false |
Exclude_from_Billing__c |
Exclude from Billing |
Pre-Spring 2018 |
If checked, will by default check the Exclude from Billing checkbox on child Expenses, which has the same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.
|
Checkbox |
false |
Expense_Report_Reference__c |
Expense Report Reference |
Pre-Spring 2018 |
|
Text(255) |
|
First_Expense_Date__c |
First Expense Date |
Pre-Spring 2018 |
|
Date |
|
Include_In_Financials__c |
Include In Financials |
Pre-Spring 2018 |
|
Checkbox |
false |
Invoiced__c |
Lines Invoiced |
Pre-Spring 2018 |
|
Checkbox |
false |
Last_Expense_Date__c |
Last Expense Date |
Pre-Spring 2018 |
|
Date |
|
Milestone__c |
Milestone |
Pre-Spring 2018 |
Looks up to: Milestone__c
|
Lookup |
|
Override_Group__c |
Override Group |
Pre-Spring 2018 |
Overrides the Group to which the child Expense Transactions will roll up for Group Actuals, even if the Project is in a different Group. Typically an Expense's Transactions roll up to its Project's or Resource's Group based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Grp__c
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Lookup |
|
Override_Practice__c |
Override Practice |
Pre-Spring 2018 |
Overrides the Practice to which the child Expense Transactions will roll up for Practice Actuals, even if the Project is in a different Practice. Typically an Expense's Transactions roll up to its Project's or Resource's Practice based on 'follows' rules. 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_Region__c |
Override Region |
Pre-Spring 2018 |
Overrides the Region to which the child Expense Transactions will roll up for Regional Actuals, even if the Project is in a different Region. Typically an Expense's Transactions roll up to its Project's or Resource's Region based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Region__c
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Lookup |
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Project_Expense_Notes__c |
Project Expense Notes |
Pre-Spring 2018 |
Formula: IF(ISNULL(Project__r.Expense_Notes__c),'',Project__r.Expense_Notes__c)
|
Text |
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Project_Methodology__c |
Project Methodology |
Pre-Spring 2018 |
Lookup to Project Methodology
Looks up to: Project_Methodology__c
|
Lookup |
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Project_Phase__c |
Project Phase |
Pre-Spring 2018 |
Lookup to Project Phase
Looks up to: Project_Phase__c
|
Lookup |
|
Project__c |
Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
|
Reimbursement_Currency__c |
Reimbursement Currency |
Pre-Spring 2018 |
This field shows the 3-character currency code for the Resource being reimbursed.
|
Text(3) |
|
Resource__c |
Resource |
Pre-Spring 2018 |
Looks up to: Contact
|
Lookup |
|
Status__c |
Status |
Pre-Spring 2018 |
|
Picklist: Approved Draft Rejected Submitted |
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Submitted__c |
Submitted |
Pre-Spring 2018 |
|
Checkbox |
false |
Third_Party_Expenses_App_Report_ID__c |
Third-Party Expenses App Report ID |
Spring 2019 |
The ID of the Expense Report from the Third-Party Expenses Application.
|
Text(255) |
|
Total_Billable_Amount__c |
Total Billable Amount |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
Total_Non_Billable_Amount__c |
Total Non-Billable Amount |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
Total_Reimbursement_Amount__c |
Total Reimbursement Amount |
Pre-Spring 2018 |
This number shows the total reimbursement amount in the Resource's currency.
|
Number(18,2) |
0.00 |