Billing Contract Field Sets

Here is a description of the field sets on the Billing Contract and Billing Contract Line Item objects. Billing Central checks whether you have been granted access to fields in the Billing Central field sets. Fields that you do not have access to are hidden. For more information, see Field-Level Security.

Enhanced Contract Additional Fields

The Enhanced Contract Additional Fields field set on the Billing Contract Line Item object is used by the following component and pages to determine which additional contract line item fields to display:

• The BC Contract Line Items Lightning component which presents a custom related list for Billing Contract Line Items on the Billing Contract Detail page.
• The Edit Selected Products page that is displayed when you click the Add or Edit button in the custom related list presented by the BC Contract Line Items Lightning component.
• The enhanced Billing Contract Detail page.

You can control whether the contract line item fields in this field set are added to, or replace, the default fields displayed by the BC Contract Line Items Lightning component and the Edit Selected Products page. Do this using the Replace Fields in Custom Related List field in the Billing Central Settings custom setting. When Replace Fields in Custom Related List is enabled, the fields in the field set replace the default fields. When Replace Fields in Custom Related List is disabled, the fields in the field set are appended to the default fields.

The Enhanced Contract Additional Fields field set on the Billing Contract object determines which additional billing contract fields to display on the enhanced Billing Contract Detail page. This enhanced ("Sencha") page is no longer being developed. FinancialForce recommends that you use Billing Central in Lightning Experience to take advantage of new functionality.

Note:

Billing Central's own fields that are already displayed are not repeated if they are also included in these field sets.

Name	Description	Object	Where is it Used?
Enhanced Contract Additional Fields	You can add these types of field to this field set: Checkbox Currency Date and Date / Time Email Lookup Relationship Master-Detail Relationship Number Percent Phone Picklist Text URL Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here. For information about using a different field set, see Enhanced Contract Field Set. Notes: Adding custom fields that require a unique value is not supported. Dependent picklists are not fully supported. Updates to controlling fields might not be validated.	Billing Contract	Enhanced Billing Contract Detail page
Enhanced Contract Additional Fields	Most contract line item fields can be added to this field set. The only ones that cannot be added are Currency, Deleted, Description, and Value Calculation Warning. You can add these types of field to this field set: Checkbox Currency Date and Date / Time Email Lookup Relationship Number Percent Phone Picklist Text URL Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here. For information about using a different field set, see Enhanced Contract Line Field Set. Notes: Adding custom fields that require a unique value is not supported. Dependent picklists are not fully supported. Updates to controlling fields might not be validated.	Billing Contract Line Item	Enhanced Billing Contract Detail page. In Lightning Experience, the custom related list for Billing Contract Line Items on the Billing Contract Detail page, and the Edit Selected Products page that is displayed when you click the Add or Edit button in this custom related list.

Active Contract Locked Fields

These field sets are used by contracts with the "Active" status. The field sets define which fields on a contract are read-only when the contract is active.

Warning:

Removing fields from these field sets might compromise your billing data because users will be able to edit active contracts without going through a change request. The change request process ensures that only valid changes can be made to an active contract, and that billing schedules and billing documents are automatically regenerated to reflect the changes. If you allow users to bypass this process you must manually rectify any billing schedules, billing documents, and any transactions in your accounting system that are impacted by their edits.

Name	Description	Default Fields	Object
Active Contract Locked Fields	Only the default fields listed opposite and these fields on the Billing Contract object are supported in this field set: Approval Status Major Version Proration Policy Total Contract Value Errors may occur when contracts are saved if other fields are added to this field set. Note: If the Start Date, End Date or First Bill date fields are not included in this field set but are included in the Active Contract Line Locked Fields field set, errors may occur when you save changes to those fields on an active contract.	Account Company Contract Name Description Start Date End Date First Bill Date Renewal Reminder	Billing Contract
Active Contract Line Locked Fields	Only the default fields listed opposite on the Billing Contract Line Item object are supported in this field set. Errors may occur when contracts are saved if other fields are added to this field set. Note: If the Start Date, End Date or First Bill date fields are included in this field set but not the Active Contract Locked Fields field set, errors may occur when you save changes to those fields on an active contract.	Billing Term Billing Type Charge Term First Bill Date Bill in Arrears Pricing Structure Product or Service Quantity Revenue Category Start Date End Date Unit Price Unit of Measure	Billing Contract Line Item