Vendor_Invoice__c
Label: Vendor Invoice This object enables your vendors to proactively manage their own invoices through a partner portal, including logging time and entering expenses against projects. Vendor invoices must be in their project currency. However, they can be set up to specify a vendor currency so every child vendor invoice item can be converted by date and summed up to a vendor amount.
Account_Currency__c |
Account Currency |
Pre-Spring 2018 |
Formula: TEXT(Account__r.CurrencyIsoCode)
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Text |
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Account__c |
Account |
Pre-Spring 2018 |
The vendor account
Looks up to: Account
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Lookup |
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Action_Recalc_Vendor_Currency_Amount__c |
Action: Recalc Vendor Currency Amount |
Pre-Spring 2018 |
if checked, un-checks itself and forces re-population/calculation of Vendor Currency Amount Number values on all child Vendor Invoice Items, thereby updating the Vendor Currency Total formula value.
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Checkbox |
false |
Approved_for_Payment__c |
Approved for Payment |
Pre-Spring 2018 |
Whether the invoice has been approved for payment
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Checkbox |
false |
Date__c |
Date |
Pre-Spring 2018 |
The date of the invoice
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Date |
Today() |
Description__c |
Description |
Pre-Spring 2018 |
A text description of the invoice
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TextArea |
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First_Item_Date__c |
First Item Date |
Pre-Spring 2018 |
A calculated field that shows the earliest vendor invoice item date.
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Summary |
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Invoice_Number__c |
Invoice Number |
Pre-Spring 2018 |
A unique id field for the invoice
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Text(80) |
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Last_Item_Date__c |
Last Item Date |
Pre-Spring 2018 |
A calculated field that shows the latest vendor invoice item date.
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Summary |
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Override_Vendor_Invoice_Exchange_Rate__c |
Override Vendor Invoice Exchange Rate |
Pre-Spring 2018 |
If not checked, rates at the line level always used rates defined on the system (unless they are themselves overridden). If checked then all Vendor Invoice Lines used the specified rate (Vendor Exchange Rate Override) as described below. This will also UN-check the checkbox for line-item-level overrides on all child Vendor Invoice Items: Apply Item Exchange Rate Override.
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Checkbox |
false |
PO_WO_Number__c |
PO/WO Number |
Pre-Spring 2018 |
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Text(80) |
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SFDC_VAT__c |
SFDC VAT# |
Pre-Spring 2018 |
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Picklist: A1234 B4321 C5467 |
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Status__c |
Status |
Pre-Spring 2018 |
Status of the invoice
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Picklist: Approved for Payment Disputed Draft On Hold Paid Received Rejected Submitted |
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Submitted__c |
Submitted |
Pre-Spring 2018 |
Whether the invoice has been submitted for approval
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Checkbox |
false |
Target_Payment_Date__c |
Target Payment Date |
Pre-Spring 2018 |
The target date for payment
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Date |
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Total__c |
Total |
Pre-Spring 2018 |
The sum of all associated vendor invoice items.
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Summary |
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Vendor_Currency_Total_Number__c |
Vendor Currency Total Number |
Pre-Spring 2018 |
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Summary |
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Vendor_Currency_Total__c |
Vendor Currency Total |
Pre-Spring 2018 |
Formula: Vendor_Currency__c+' '+TEXT(Vendor_Currency_Total_Number__c)
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Text |
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Vendor_Currency__c |
Vendor Currency |
Pre-Spring 2018 |
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Text(3) |
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Vendor_Invoice_Exchange_Rate_Override__c |
Vendor Invoice Exchange Rate Override |
Pre-Spring 2018 |
Applied to all Vendor Invoice lines if Apply Vendor Exchange Rate Override checkbox is checked, regardless of rates defined on org. Note that this will be set as the relative rate between the Vendor currency and the Project currency
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Number(18,6) |
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Vendor_VAT__c |
Vendor VAT# |
Pre-Spring 2018 |
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Text(50) |
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