| Automatically_Adjust_Estimate_Dates__c |
Automatically Adjust Estimate Dates |
Services CPQ June 2022 |
If selected, editing the dates of a child record to outside the dates of the parent record will automatically adjust all parent records to include the dates. If deselected, editing the dates of a child record to outside the dates of the parent record will not affect the dates of any parent records.
|
Checkbox |
true |
| Create_Project_From_Estimate_Fieldset__c |
Create Project from Estimate Field Set |
Services CPQ September 2022 |
The API name of the field set that defines the project fields that are editable when project details are displayed during creation of a project from an estimate.
|
Text(100) |
'pse__createProjectFromOppAndTempProjColumns' |
| Disable_Edit_of_Pushed_Estimate_Products__c |
Disable Edit of Pushed Estimate Products |
Spring 2023 |
If selected, estimate products that have been pushed to opportunity are not editable.
|
Checkbox |
false |
| Disable_Estimated_Expenses__c |
Disable Estimated Expenses |
Spring 2023 |
If selected, estimated expenses on estimates are disabled in Services CPQ.
|
Checkbox |
false |
| Disable_Milestone_Creation__c |
Disable Milestone Creation |
Services CPQ Winter 2023 |
If selected, milestones will not be created from estimate records when creating a project from an estimate or adding an estimate to a project.
|
Checkbox |
false |
| Disable_Opportunity_Line_Item_Creation__c |
Disable Opportunity Product Creation |
Services CPQ May 2022 |
If selected, opportunity products will not be created when pushing an estimate to an opportunity or creating a project from an estimate.
|
Checkbox |
false |
| Disable_Role_Request_Consolidation__c |
Disable Role Request Consolidation |
Services CPQ February 2022 |
If selected, when resource requests are created from an estimate, a resource request will be created for each estimate role request.
|
Checkbox |
false |
| Disable_Role_Request_Suggested_Resource__c |
Disable Role Request Suggested Resource |
Services CPQ October 2022 |
If selected, suggested resources on role requests are disabled in Services CPQ.
|
Checkbox |
true |
| Disable_Skills__c |
Disable Estimate Role Skills |
Services CPQ April 2022 |
If selected, estimate role skills are disabled in Services CPQ.
|
Checkbox |
false |
| Maximum_Daily_Hours_for_RR_Schedule__c |
Maximum Daily Hours for RR Schedule |
Spring 2023 |
The maximum numbers of hours per day for resource request schedules created from role requests.
|
Number(5,2) |
24 |
| Role_Request_Consolidation_Field_Set__c |
Role Request Consolidation Field Set |
Services CPQ February 2022 |
The API name of the field set that contains the additional fields to be populated when consolidating estimate role requests into a resource request.
|
Text(255) |
|
| Sync_Hours_Breakdown_Schedule_With_RR__c |
Sync Hours Breakdown Schedule with RR |
Spring 2023 |
If selected, the role request schedule is synced with the related resource request's schedule.
|
Checkbox |
false |
