ActiveContractLineLockedFieldSet__c |
Active Contract Line Locked Field Set |
Pre-Spring 2018 |
Name of the contract line item field set that determines which fields are read-only on a contract line item belonging to an Active contract.
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Text(40) |
"ActiveContractLineLockedFields" |
ActiveContractLockedFieldSet__c |
Active Contract Locked Field Set |
Pre-Spring 2018 |
Name of the contract field set that determines which fields are read-only on an Active contract.
|
Text(40) |
"ActiveContractLockedFields" |
AddDeleteLinesOnActiveContracts__c |
Add and Delete Lines on Active Contracts |
Pre-Spring 2018 |
Indicates whether you can add and delete contract line items on an Active contract.
|
Checkbox |
false |
AllowConvertedInvoiceToBeRebilled__c |
Allow Converted Invoice to be Rebilled |
Pre-Spring 2018 |
Indicates whether option to allow invoices to be rebilled after conversion to a credit note is selected by default when converting billing documents of type Invoice to credit notes.
|
Checkbox |
false |
AllowDeleteAccountInUse__c |
Allow Deletion of Account in Use |
Pre-Spring 2018 |
Indicates whether you can delete an account that is in use. For instance, an account that is associated with a contract.
|
Checkbox |
false |
AllowDeleteCompanyInUse__c |
Allow Deletion of Company in Use |
Pre-Spring 2018 |
Indicates whether you can delete a company that is in use. For instance, a company that is associated with a contract.
|
Checkbox |
false |
AllowDeleteProductInUse__c |
Allow Deletion of Product in Use |
Pre-Spring 2018 |
Indicates whether you can delete a product that is in use. For instance, a product that is associated with a plan line item.
|
Checkbox |
false |
AllowDeleteTaxCodeInUse__c |
Allow Deletion of Tax Code in Use |
Pre-Spring 2018 |
Indicates whether you can delete a tax code that is in use. For instance, a tax code that is associated with a billing document line item.
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Checkbox |
false |
AllowDraftBillingDocumentDelete__c |
Allow Deletion of Draft Billing Document |
Pre-Spring 2018 |
Indicates whether you can delete draft billing documents.
|
Checkbox |
true |
AllowEndContractLineBeforeBilledTo__c |
Allow End Contract Line Before Billed To |
Summer 2022 |
Indicates whether you can move a contract line item's end date to before its Billed To date when ending contracts early or creating change requests.
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Checkbox |
false |
ApplyPriceChangeWhenNextBilled__c |
Apply Price Change When Next Billed |
Spring 2023 |
Controls when new prices are charged when amending prices on an active contract.
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Checkbox |
false |
AutomaticallyPopulateRenewalContract__c |
Automatically Populate Renewal Contract |
Spring 2023 |
Indicates whether the renewal process automatically populates the Renewal Contract lookup field. When true, the volumes handled by the renewal process might be impacted.
|
Checkbox |
false |
BillingDocumentCreditNoteEmailTemplate__c |
Credit Note Email Template |
Pre-Spring 2018 |
Name of the custom email template to use when emailing billing documents of type Credit Note.
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Text(40) |
|
BillingDocumentCreditNoteTemplate__c |
Billing Document Credit Note Template |
Pre-Spring 2018 |
Name of the custom template for printing billing documents of type Credit Note.
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Text(40) |
|
BillingDocumentInvoiceEmailTemplate__c |
Invoice Email Template |
Pre-Spring 2018 |
Name of the custom email template to use when emailing billing documents of type Invoice.
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Text(40) |
|
BillingDocumentInvoiceTemplate__c |
Billing Document Invoice Template |
Pre-Spring 2018 |
Name of the custom template for printing billing documents of type Invoice.
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Text(40) |
|
BillingDocumentOutput__c |
Billing Document Output |
Pre-Spring 2018 |
Determines the number of billing documents to be created for contracts when running a background process to create billing documents for contracts. You can enter: Single or Per Billing Type. The default value is Single.
|
Text(20) |
"Single" |
BillingDocumentPrintRollupByPlan__c |
Group Printed Billing Documents by Plan |
Pre-Spring 2018 |
Indicates whether the lines in a printed billing document are grouped by plan.
|
Checkbox |
false |
BillingScheduleNumberOfMonths__c |
Billing Schedule Number of Months |
Pre-Spring 2018 |
Default number of future months for which to create billing schedules when activating contracts.
|
Number(2,0) |
|
CalculateTaxOnBilling__c |
Calculate Tax on Billing Using FDN |
Pre-Spring 2018 |
Indicates whether tax is calculated automatically using Foundations on billing documents that are created when activating billing contracts.
|
Checkbox |
false |
ContractChangeRequestUseApprovals__c |
Contract Change Request Use Approvals |
Pre-Spring 2018 |
Indicates whether an approval process is used for contract change requests.
|
Checkbox |
false |
DeleteDiscardedBillingDocSchedule__c |
Delete Discarded Billing Doc Schedule |
Pre-Spring 2018 |
Indicates whether related billing schedules are deleted when a billing document is discarded. If cleared, the Billing Document Line Item field on related billing schedules is cleared when a billing document is discarded.
|
Checkbox |
false |
EndContractViaChangeRequest__c |
End Contract via Change Request |
Summer 2022 |
Indicates whether the end contract process will work by creating a change request.
|
Checkbox |
false |
EnhancedBillingDocFieldSet__c |
Enhanced Billing Doc Field Set |
Pre-Spring 2018 |
Name of the billing document field set that determines which billing document fields are to be included on the enhanced Billing Document Detail page. When blank, the default field set "EnhancedBillingDocumentAdditionalFields" is used.
|
Text(40) |
"EnhancedBillingDocumentAdditionalFields" |
EnhancedBillingDocLineFieldSet__c |
Enhanced Billing Doc Line Field Set |
Pre-Spring 2018 |
Name of the billing document line item field set that determines which fields are shown on the Billing Document detail page and BC Billing Document Line Items component. When blank, the default field set "EnhancedBillingDocumentAdditionalFields" is used.
|
Text(40) |
"EnhancedBillingDocumentAdditionalFields" |
EnhancedContractFieldSet__c |
Enhanced Contract Field Set |
Pre-Spring 2018 |
Name of the contract field set that determines which contract fields are to be included on the enhanced Contract Detail page. When blank, the default field set "EnhancedContractAdditionalFields" is used.
|
Text(40) |
"EnhancedContractAdditionalFields" |
EnhancedContractLineFieldSet__c |
Enhanced Contract Line Field Set |
Pre-Spring 2018 |
Name of the contract line item field set that determines which fields are displayed on the Contract detail page and BC Contract Line Items component. When blank, the default field set "EnhancedContractAdditionalFields" is used.
|
Text(40) |
"EnhancedContractAdditionalFields" |
PreventCompletingUntaxedBillingDocuments__c |
Prevent Completing Untaxed Billing Docs |
Summer 2020 |
Determines whether untaxed billing documents can be completed. When true, an error message is displayed if you try to complete an untaxed billing document.
|
Checkbox |
false |
PrintBillingDocFieldSet__c |
Print Billing Doc Field Set |
Pre-Spring 2018 |
Name of the billing document field set that determines which billing document fields are to be included on a printed billing document. When blank, the default field set "PrintedDocumentFields" is used.
|
Text(40) |
"PrintedDocumentFields" |
PrintBillingDocLineFieldSet__c |
Print Billing Doc Line Field Set |
Pre-Spring 2018 |
Name of the billing document line item field set that determines which billing document fields are to be included on a printed billing document. When blank, the default field set "PrintedDocumentFields" is used.
|
Text(40) |
"PrintedDocumentFields" |
PrintBillingDocPlanSummaryFieldSet__c |
Print Billing Doc Plan Summary Field Set |
Pre-Spring 2018 |
Name of the billing document line item field set that determines which billing document fields are to be included when summarizing a plan on a printed billing document. When blank, the default field set "PlanSummaryFields" is used.
|
Text(40) |
"PlanSummaryFields" |
RenewContractDurationByMonths__c |
Renew Contract Duration as Months |
Winter 2020 |
Indicates whether the duration of a renewal defaults to the same number of months (selected) or same number of days (deselected) as the original contract.
|
Checkbox |
false |
RenewalReminderOffset__c |
Renew Reminder Days Before Contract End |
Pre-Spring 2018 |
Number of days before the contract End Date on which to set the renewal reminder when creating a contract. Enter a positive number to set the reminder before the End Date. Enter a negative number to set the reminder after the End Date.
|
Number(3,0) |
|
ReplaceFieldsInCustomRelatedList__c |
Replace Fields in Custom Related List |
Summer 2020 |
Fields in the Enhanced Contract Additional Fields and Enhanced Billing Document Additional Fields field sets can append to or replace the default fields in the Billing Contract/Billing Document Line Item related lists, and the Edit Selected Products page.
|
Checkbox |
false |
SetGeneratedCreditNoteAsReadyForReview__c |
Convert to Credit Note Allows Review |
Spring 2021 |
Indicates that the Convert to Credit Note process creates credit notes with the status "Ready for Review" which allows them to be routed for approval and taxed using Avalara. When false, credit notes are created with the status "Complete".
|
Checkbox |
false |
SoftDateStartOfWeek__c |
Soft Date Week Start Day |
Pre-Spring 2018 |
Defines which day a week starts on when calculating the start or end of a week for soft dates.
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Text(6) |
|