| Account__c |
Account |
Services CPQ November 2021 |
The account that relates to the estimate.
Looks up to: Account
|
Lookup |
|
| Amount__c |
Amount |
Services CPQ November 2021 |
The total amount for the estimate before discounts are applied. This field is calculated upon save.
|
Currency(18,2) |
|
| Apply_Discount_To_Cost_Contingency__c |
Apply Discount to Cost Contingency |
Services CPQ November 2021 |
If selected, the discount will be applied to the cost contingency.
|
Checkbox |
false |
| Apply_Discount_To_Expense__c |
DEPRECATED: Apply Discount to Expense |
Services CPQ November 2021 |
This field is obsolete.
|
Checkbox |
false |
| Approval_Status__c |
Approval Status |
Services CPQ November 2021 |
The current status of the estimate in the approval process.
|
Picklist:
Approved
Draft
Rejected
Submitted |
"Draft" |
| Average_Hourly_Bill_Rate__c |
Average Hourly Bill Rate |
Services CPQ April 2022 |
The average hourly bill rate of the role requests on the estimate. This field is calculated upon save.
|
Currency(18,4) |
|
| Bill_Amount_Independent_Records__c |
Bill Amount (Independent Records) |
Services CPQ September 2023 |
The bill amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
|
| Billable_Expense_Amount_Ind_Records__c |
Billable Expense Amount (Ind Records) |
Services CPQ September 2023 |
The billable expense amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
0 |
| Billing_Type__c |
Billing Type |
Services CPQ November 2021 |
The method of billing, defined by the billing type of estimate products added to estimates.
|
Picklist:
Fixed Price
Mixed
Time and Materials |
|
| Cost_Amount_Independent_Records__c |
Cost Amount (Independent Records) |
Services CPQ September 2023 |
The cost amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
|
| Cost_Contingency__c |
Cost Contingency |
Services CPQ November 2021 |
The cost contingency amount to add to the amount and cost for the estimate.
|
Currency(18,2) |
0 |
| Cost__c |
Cost |
Services CPQ November 2021 |
The total cost of the estimate. This field is calculated upon save.
|
Currency(18,2) |
|
| Description__c |
Description |
Services CPQ May 2022 |
Description of the estimate
|
Html(32768) |
|
| Discount__c |
Discount (Amount) |
Services CPQ November 2021 |
The total value of discounts applied to the estimate. This field is calculated upon save.
|
Currency(18,2) |
0 |
| Duration_Weeks__c |
Duration (Weeks) |
Services CPQ April 2022 |
Duration rounded up to the number of weeks. For example, 8 days equals 2 weeks.
Formula:
IF(MOD(Duration__c, 7) == 0, (Duration__c / 7), (FLOOR(Duration__c / 7) + 1))
|
Number(18,0) |
|
| Duration__c |
Duration (Days) |
Services CPQ November 2021 |
The duration of the estimate in days.
Formula:
End_Date__c - Start_Date__c + 1
|
Number(18,0) |
|
| End_Date__c |
End Date |
Services CPQ November 2021 |
The date the estimate ends.
|
Date |
|
| Expense__c |
Total Billable Expenses |
Services CPQ November 2021 |
The total amount of billable estimated expenses related to the estimate.
|
Currency(18,2) |
0 |
| Global_Discount__c |
Global Discount (Amount) |
Services CPQ November 2021 |
The amount to discount from the amount for the estimate.
Formula:
Discount__c - (Discount__c - (Percent_Global_Discount__c * (Amount__c - Vendor_Line_Item_Total_Bill_Amount__c - IF(Apply_Discount_To_Cost_Contingency__c, 0, Cost_Contingency__c)))) / (1 - (Percent_Global_Discount__c))
|
Currency(18,2) |
|
| Group__c |
Group |
Services CPQ November 2021 |
The group that relates to the estimate.
Looks up to: pse__Grp__c
|
Lookup |
|
| Independent_Line_Set_Billing_Type__c |
Independent Line Set Billing Type |
Services CPQ September 2023 |
The billing type for line sets that are added to estimates independently of estimate products.
|
Picklist:
Fixed Price
Time and Materials |
|
| Independent_Line_Set_FP_Margin_Percent__c |
Independent Line Set Fixed Price Mgn (%) |
Services CPQ September 2023 |
The margin percentage for line sets with a billing type of "Fixed Price" that are added to estimates independently of estimate products.
|
Percent(18,2) |
0 |
| Is_Locked__c |
Locked |
Services CPQ September 2023 |
If selected, the estimate is locked and can't be edited.
|
Checkbox |
false |
| Is_Primary__c |
Primary |
Services CPQ November 2021 |
Indicates that the estimate is the primary version for the opportunity.
|
Checkbox |
false |
| Is_Pushed_To_Opportunity__c |
Pushed to Opportunity |
Services CPQ May 2022 |
If selected, records independent of estimate products have been pushed.
|
Checkbox |
false |
| Is_Template__c |
Template |
Services CPQ May 2022 |
Indicates this estimate is a template.
|
Checkbox |
false |
| Margin__c |
Margin (Amount) |
Services CPQ November 2021 |
The difference between the net amount and cost for the estimate.
Formula:
Net_Amount__c - Cost__c
|
Currency(18,2) |
|
| Net_Amount__c |
Net Amount |
Services CPQ November 2021 |
The total amount for the estimate after discounts are applied.
Formula:
Amount__c - Discount__c
|
Currency(18,2) |
|
| Net_Bill_Amount_Independent_Records__c |
Net Bill Amount (Independent Records) |
Services CPQ September 2023 |
The net bill amount of the records independent of estimate products that are related to the estimate.
|
Currency(18,4) |
|
| Non_Billable_Expenses_Ind_Records__c |
Non-Billable Expenses (Ind Records) |
Services CPQ September 2023 |
The total amount of non-billable estimated expenses related to the estimate, independent of estimate products.
|
Currency(18,4) |
0 |
| Opportunity_Line_Item__c |
Opportunity Product |
Services CPQ January 2022 |
The opportunity product created when records independent of estimate products were pushed to opportunity.
Looks up to: OpportunityLineItem
|
Lookup |
|
| Opportunity__c |
Opportunity |
Services CPQ November 2021 |
The opportunity that relates to the estimate.
Looks up to: Opportunity
|
Lookup |
|
| Percent_Discount__c |
Discount (%) |
Services CPQ November 2021 |
The total discount of the estimate as a percentage of the amount.
Formula:
IF(ffscpq__Amount__c = 0, 0, ffscpq__Discount__c / ffscpq__Amount__c)
|
Percent(5,2) |
|
| Percent_Global_Discount__c |
Global Discount (%) |
Services CPQ November 2021 |
The percentage to discount from the amount for the estimate.
|
Percent(5,2) |
0 |
| Percent_Margin__c |
Margin (%) |
Services CPQ November 2021 |
The margin as a percentage of the amount.
Formula:
Margin__c / Net_Amount__c
|
Percent(18,2) |
|
| Practice__c |
Practice |
Services CPQ November 2021 |
The practice that relates to the estimate.
Looks up to: pse__Practice__c
|
Lookup |
|
| Product__c |
Product |
Services CPQ Summer 2023 |
The product that relates to the estimate.
Looks up to: Product2
|
Lookup |
|
| Project__c |
Project |
Services CPQ May 2022 |
The project created from records independent of estimate products.
Looks up to: pse__Proj__c
|
Lookup |
|
| Region__c |
Region |
Services CPQ November 2021 |
The region that relates to the estimate.
Looks up to: pse__Region__c
|
Lookup |
|
| Role_Request_Uplift_Cut_Off_Date__c |
Role Request Uplift Cutoff Date |
Services CPQ June 2022 |
The date after which to apply the role request uplift percentage. Uplift is applied as a percentage against the previous year's rates and compounded year on year.
|
Date |
|
| Role_Request_Uplift_Percentage__c |
Role Request Uplift (%) |
Services CPQ June 2022 |
The percentage to increase the role request rates by, starting from the role request uplift cutoff date. Uplift is applied as a percentage against the previous year's rates and compounded year on year.
|
Percent(5,2) |
|
| Stage_Name__c |
Stage |
Services CPQ Spring 2022 |
The current stage of the estimate.
|
Picklist:
Approved
Draft
Rejected
Under Review |
|
| Start_Date__c |
Start Date |
Services CPQ November 2021 |
The date the estimate starts.
|
Date |
|
| State__c |
State |
Services CPQ June 2022 |
Indicates if an estimate is locked, unlocked, or a template.
Formula:
IF( Is_Locked__c, $Label.ffscpq__common_label_locked, IF( Is_Template__c, $Label.ffscpq__common_label_template, $Label.ffscpq__common_label_unlocked))
|
Text |
|
| Total_Hours__c |
Total Hours |
Services CPQ April 2022 |
The total number of hours for the estimate. This field is calculated upon save.
|
Number(18,2) |
|
| Total_Non_Billable_Expenses__c |
Total Non-Billable Expenses |
Services CPQ Summer 2023 |
The total amount of non-billable estimated expenses related to the estimate.
|
Currency(18,2) |
0 |
| Vendor_Line_Item_Bill_Amnt_Ind_Records__c |
Vendor Line Item Bill Amnt (Ind Records) |
Services CPQ September 2023 |
The bill amount of the vendor line items that are related to the estimate's records independent of estimate products.
|
Currency(18,4) |
|
| Vendor_Line_Item_Cost_Amnt_Ind_Records__c |
Vendor Line Item Cost Amnt (Ind Records) |
Services CPQ September 2023 |
The cost amount of the vendor line items that are related to the estimate's records independent of estimate products.
|
Currency(18,4) |
|
| Vendor_Line_Item_Total_Bill_Amount__c |
Total Bill Amount of Vendor Line Items |
Services CPQ April 2023 |
The total bill amount of vendor line items related to the estimate.
|
Summary |
|
| Vendor_Line_Item_Total_Cost_Amount__c |
Total Cost Amount of Vendor Line Items |
Services CPQ April 2023 |
The total cost amount of vendor line items related to the estimate.
|
Summary |
|
