Professional Services Automation Data Dictionary


Label: Billing Event

Contains billing event items prior to invoicing. Billings events, once released, often correspond with invoices in your financials system, with billing event items serving as invoice line items. Invoicing always occurs at the billing event level.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Approver__c Approver Pre-Spring 2018 Looks up to: User

Billing_Contact__c Billing Contact Pre-Spring 2018 Looks up to: Contact

Billing_Event_Batch__c Billing Event Batch Pre-Spring 2018 Looks up to: Billing_Event_Batch__c
Billing_Event_Calculation__c Billing Event Calculation Pre-Spring 2018 Looks up to: Billing_Event_Calculation__c
Budget_Remaining__c Budget Remaining Pre-Spring 2018 Formula:
Project__r.Bookings__c - Summary_Amount__c
Date__c Date Pre-Spring 2018 Date
Event_Key__c Event Key Pre-Spring 2018 Generated key to identify a Billing Event. Contains concatenation of Billing_Event_Batch__c, Project__c, and an optional two-character suffix based on the type of business records it contains (if the records are configured to be in separate billing events).

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 Has this billing event been invoiced?

Checkbox false
Is_Approved__c Approved Pre-Spring 2018 Checkbox false
Is_Released__c Released Pre-Spring 2018 Checkbox false
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Rounded_Summary_Amount__c Rounded Summary Amount Pre-Spring 2018 Currency(18,2)
Skip_Sync_Check__c Skip Sync Check Pre-Spring 2018 If true, do not check for out-of-sync billing event items on update of the Is_Released__c field. This should only be used by code, never shown to users.

Checkbox false
Status__c Status Pre-Spring 2018 Picklist:
Summary_Amount__c Summary Amount Pre-Spring 2018 Currency(18,2)

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