| AutoCreateSalesInvoiceOrCreditNote__c |
Auto Create Sales Invoice or Credit Note |
Spring 2022 |
Indicates whether a sales invoice or credit note is automatically created from the billing document. This is selected when the billing document is completed.
Formula:
ISPICKVAL(fferpcore__DocumentStatus__c, 'Complete')
|
Checkbox |
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| AvalaraVATReportingDocumentIndicator__c |
Avalara VAT Reporting Document Indicator |
Spring 2021 |
Document indicator required for the Avalara VAT Reporting integration. If blank and the Document Type is "Invoice", "1 - Invoice" is used. If blank and the Document Type is "Credit Note", "5 - Canceled Invoice" is used.
|
Picklist:
1 - Invoice
10 - Customs - Customs additional Assessment - Spain
2 - Simplified Invoice
3 - Ticket
4 - Advance Payment
5 - Canceled Invoice
6 - Receipts - Italy
7 - Summary Invoice
8 - Simplified Invoice with Partner Details - Spain
9 - Regular Invoice without Partner Information - Spain |
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| DocumentRate__c |
Document Rate |
Fall 2019 |
The exchange rate that converts from document currency to home currency.
|
Number(18,9) |
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| DualRate__c |
Dual Rate |
Fall 2019 |
The exchange rate that converts from home currency to dual currency.
|
Number(18,9) |
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| MatchType__c |
Match Type |
Pre-Spring 2018 |
Match Type of the FinancialForce Accounting transaction to which this billing document relates.
Formula:
TEXT(Transaction__r.MatchType__c)
|
Text |
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| OnHold__c |
On Hold |
Spring 2022 |
Indicates that the Billing Document is on hold for collections.
|
Checkbox |
false |
| OutstandingValue__c |
Outstanding Value |
Pre-Spring 2018 |
Outstanding Value of the FinancialForce Accounting transaction to which this billing document relates.
Formula:
Transaction__r.DocumentOutstandingTotal__c
|
Number(18,2) |
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| PaymentStatus__c |
Payment Status |
Pre-Spring 2018 |
Transaction Payment Status of the FinancialForce Accounting transaction to which this billing document relates.
Formula:
if(OR(NOT(ISPICKVAL(fferpcore__DocumentStatus__c, 'Complete')), NOT(ISPICKVAL(PostingStatus__c, 'Posted'))), $Label.NotApplicable, if( Transaction__r.DocumentOutstandingTotal__c == 0, $Label.Paid, if( Transaction__r.DocumentTotal__c == Transaction__r.DocumentOutstandingTotal__c, $Label.codaPurchaseInvoiceFieldStatusUnpaid, $Label.codaPurchaseInvoiceFieldStatusPartPaid ) ) )
|
Text |
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| PeriodOverride__c |
Period Override |
Fall 2019 |
Name of the FinancialForce Accounting period to use when posting the billing document.
|
Text(80) |
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| PostingError__c |
Posting Error |
Pre-Spring 2018 |
Error that occurred while posting this billing document.
|
LongTextArea(131072) |
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| PostingStatus__c |
Posting Status |
Pre-Spring 2018 |
Posting status for this billing document.
|
Picklist:
Error
Posted
Posting |
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| RelatedDocumentReference__c |
Related Document |
Fall 2019 |
Formula:
fferpcore__RelatedDocument__r.Name
|
Text |
|
| SalesInvoiceOrCreditNoteCreated__c |
Sales Invoice or Credit Note Created |
Spring 2022 |
Indicates whether a matching sales invoice or credit note was created from the billing document.
|
Checkbox |
false |
| Transaction__c |
Accounting Transaction |
Pre-Spring 2018 |
Lookup to the FinancialForce Accounting transaction to which this billing document relates.
Looks up to: codaTransaction__c
|
Lookup |
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| Year__c |
Year |
Pre-Spring 2018 |
FinancialForce Accounting year to which this billing document relates.
Formula:
Transaction__r.Period__r.YearName__r.Name
|
Text |
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