Professional Services Automation Data Dictionary

Vendor_Invoice_Item__c

Label: Vendor Invoice Item

The line item for a vendor invoice, calculated from the cost fields on timecards and milestones, and from reimbursement amounts on expenses.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Account_Currency__c Account Currency Pre-Spring 2018 Formula:
TEXT(Vendor_Invoice__r.Account__r.CurrencyIsoCode)
Text
Action_Recalc_Vendor_Currency_Amount__c Action: Recalc Vendor Currency Amount: Pre-Spring 2018 Checkbox false
Amount__c Amount Pre-Spring 2018 The amount for this line item. This field is automatically populated from the respective related record: the Reimbursement Amount field from Expense, the Milestone Cost field from Milestone, the Amount field from Miscellaneous Adjustment, and Total Cost from Timecard Split. NOTE: this field is not automatically updated if the fields on the related record change.

Currency(18,2)
Budget_Header__c Budget Header Pre-Spring 2018 A reference to the budget header that this item applies to. This field is required.

Looks up to: Budget_Header__c
Lookup
Date__c Date Pre-Spring 2018 The date of the invoice item. The value is populated by the New Invoice Items page from the respective field on the related record: Expense Date on Expense, Actual Date on Milestone, Effective Date on Misc. Adjustment, End Date on Timecard Split.

Date Today()
Description__c Description Pre-Spring 2018 TextArea
Expense__c Expense Pre-Spring 2018 Looks up to: Expense__c
Lookup
Item_Exchange_Rate_Override__c Item Exchange Rate Override Pre-Spring 2018 Item-level vendor currency exchange rate override. Is applied if and only if the above "Override Item Exchange Rate" checkbox is checked. If not checked then this field value has no effect. Note that this will be set as the relative rate between the Vendor currency and the Project currency.

Number(18,6)
Milestone__c Milestone Pre-Spring 2018 Looks up to: Milestone__c
Lookup
Miscellaneous_Adjustment__c Miscellaneous Adjustment Pre-Spring 2018 Looks up to: Miscellaneous_Adjustment__c
Lookup
Override_Item_Exchange_Rate__c Override Item Exchange Rate Pre-Spring 2018 May only be checked if parent Vendor Invoice has Apply Vendor Exchange Rate Override UN-checked (otherwise the rate would come from the parent Vendor Invoice).

Checkbox false
Project_Currency_Exchange_Rate__c Project Currency Exchange Rate Pre-Spring 2018 This is the system exchange rate for the project currency (relative to the corporate currency) It should be read only the page layout. The field is auto populated by the system.

Number(18,6)
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Lookup
Quantity__c Quantity Pre-Spring 2018 Number(14,2)
Resource__c Resource Pre-Spring 2018 Resource related to this item. Valid for Time Card Splits and Expenses.

Looks up to: Contact

Lookup
Timecard__c Timecard Pre-Spring 2018 Looks up to: Timecard__c
Lookup
Unit_Price__c Unit Price Pre-Spring 2018 Currency(18,2)
Vendor_Currency_Amount_Number__c Vendor Currency Amount Number Pre-Spring 2018 Number(18,2)
Vendor_Currency_Amount__c Vendor Currency Amount Pre-Spring 2018 Formula:
Vendor_Currency__c+' '+TEXT(Vendor_Currency_Amount_Number__c)
Text
Vendor_Currency_Exchange_Rate__c Vendor Currency Exchange Rate Pre-Spring 2018 Vendor Currency Exchange Rate that is used to convert amount to Vendor currency. This is always populated based on whichever rate is actually used - Project Currency Rate, Vendor Invoice Item override rate, or parent Vendor Invoice override rate. This field is auto-populated by the system, and should be read only on the page layout.

Number(18,6)
Vendor_Currency__c Vendor Currency Pre-Spring 2018 Formula:
Vendor_Invoice__r.Vendor_Currency__c
Text
Vendor_Invoice_ER_Override_Applied__c Vendor Invoice ER Override Applied Pre-Spring 2018 Formula:
IF(Vendor_Invoice__r.Override_Vendor_Invoice_Exchange_Rate__c, $Label.common_label_yes , $Label.common_label_no)
Text
Vendor_Invoice__c Vendor Invoice Pre-Spring 2018 Looks up to: Vendor_Invoice__c
MasterDetail


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