Billing Contracts Dataset Output Fields

The Billing Contracts dataset includes calculated and non-calculated fields from the Company, Contract, Contract Line Item, Opportunity, and Account objects in Billing Central, Foundations, and Accounting as well as other associated objects. These fields are:

Key: C – Calculated field

Billing Contracts Fields

Field

 

Description
Account Base Date 1   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Base Date 2   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Base Date 3   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Base Date 4   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Billing City   The city portion of the account billing address.
Account Billing Country   The country portion of the account billing address.
Account Billing State   The state portion of the account billing address.
Account Contact Email   The contact email specified for the account.
Account Contact Name   The account contact name.
Account Contact Phone   The phone number of the account contact.
Account Credit Limit Value   The credit limit for the account in the account currency.
Account Credit Status   The current credit status for this account
Account Days Offset 1 Value   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Days Offset 2 Value   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Days Offset 3 Value   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Days Offset 4 Value   The number of days past the base date for the described credit terms during which the stated discount will be deducted from payments.
Account Finance Contact   The contact associated with the account to which mass email messages, such as remittances and reminder letters are sent.
Account ID   The identification number of the account.
Account Industry   The industry sector to which the account belongs.
Account Name   The name of the account.
Account Payment Method   The payment method for the vendor account.
Account Phone   The primary phone number of the account.
Account Type   The type of account. For example: customer, competitor or partner.
Account User Name   The user name of the account.
Account Website   The URL of the account website.
ARR Churn C The value of MRR Churn multiplied by 12.
ARR Contract Adjustments Replaced C The value of MRR Contract Adjustments Replaced multiplied by 12.
ARR Contract Adjustments Replacement C The value of MRR Contract Adjustments Replacement multiplied by 12.
ARR Down Sell C The value of MRR Down Sell multiplied by 12.
ARR Net New C The value of MRR Net New multiplied by 12.
ARR Renewals C The value of MRR Renewal multiplied by 12.
ARR Upsell C The value of MRR Upsell multiplied by 12.
Bank Account Name   The name of the Bank Account.
Company City   The city portion of the company address.
Company Country   The country portion of the company's address.
Company EC Country Code   The code for the European Union country in which the company operates.
Company Logo URL   Full URL to the location of the logo image stored in the FinancialForce Documents Folder.
Company Name   The name of the company created in Foundations.
Company Sales Tax Company Code   The code which identifies the company in external tax calculation and reporting systems
Company Short Street   The short street portion of the company's address.
Company State   The state portion of the company's address.
Company Street   The street portion of the company's address.
Company Validated City   The validated city portion of the company address.
Company Validated Country   The validated country portion of the company address.
Company Validated State   The validated state or province portion of the company address.
Company Validated Street   The validated street portion of the company address.
Company Validated ZipPostalCode   The validated ZIP code portion of the company address.
Company VAT GST Group   Indicates whether the company is part of a VAT or GST group.
Company VAT Registration Number   Identifying number used for VAT purposes.
Company Website   The URL of the company's website.
Company Year End Mode   The default processing mode for the year end process.
Company Zip Post Code   The zip or postal code portion of the company address.
Contract Account ID   The identification number of the account to which the contract belongs.
Contract Active Contract ID   The identification number of the active contract if this is a change request.
Contract Adjustments Replaced C This displays the negative Monthly Recurring Revenue (MRR) of a contract line item on a contract which is replaced by another contract.
Contract Adjustments Replacement C This displays the MRR of a contract line item on a replacement contract.
Contract Annual Recurring Revenue Value   Monthly Recurring Revenue Multiplied by 12. Contract line items with the billing type One-off are excluded from this calculation. This includes discounts.
Contract Approval Status   The approval status of the contract if the contract is a contract change request.
Contract Company ID   The identification number of the associated company.
Contract Created By ID   The identification number of the user who created the contract.
Contract Created Date   The date on which the contract was created.
Contract Currency ISO Code   The currency ISO code of the contract.
Contract Description   The description of the contract.
Contract End Contract Notes   Additional information about the reason for ending the contract.
Contract End Date   The end date of the contract. The end date of new contract line items are initially set to this date.
Contract Engagement ID   The ID of the engagementClosed Represents a single customer engagement that can include diverse revenue streams. It links together related products for a customer within a given time frame, such as professional services, subscriptions, and goods. to which the contract belongs.
Contract First Bill Date   The first date on which the contract is to be billed. The first bill date of new contract line items are initially set to this date.
Contract ID   The identification number of the contract.
Contract Is Renewal Of Previous Contract   Indicates whether this contract is a renewal of the previous contract.
Contract Line Item Active Contract Line Item ID   The identification number of the active contract line item if this is a change request line item for a contract line item on an active contract.
Contract Line Item Amount Billed Externally   The amount billed for this contract line item outside of Billing Central. This field is cleared on renewals.
Contract Line Item Annual Recurring Revenue   Monthly Recurring Revenue Multiplied by 12. The Annual Recurring Revenue for Contract line items with the billing type One-off is zero. This includes discounts.
Contract Line Item Bill In Arrears   Indicates whether the contract line is to be billed in arrears.
Contract Line Item Billed Externally To Date   The date up to which the contract line item has been billed outside of Billing Central. Billing schedules are not created for periods before this date.
Contract Line Item Billed To Date   Date up to which the contract line item has been billed. This is the Billing Period End Date of the related billing document line item, which belongs to the last completed billing document associated with this contract line item.
Contract Line Item Billing Term ID   The identification number of the soft date which defines the frequency with which billing schedules are created for the contract line item.
Contract Line Item Billing Term Name   The name of the soft date which defines the frequency with which billing schedules are created for the contract line item.
Contract Line Item Billing Type   The way in which a bill is to be generated. Available options are: Recurring Fixed, Recurring Variable and One-off. The default value is None.
Contract Line Item Contract ID   The identification number of the contract to which this contract line item belongs.
Contract Line Item Created By ID   The identification number of the user who created the contract line item.
Contract Line Item Created Date   The date on which the contract line item was created.
Contract Line Item Deferred Revenue C

Deferred revenue for the contract line item. Calculated as Contract Line Item Total Billed - Contract Line Item Revenue Recognized.

When the Contract Line Item Revenue Recognized field is not available in the dataset, this is set to Contract Line Item Total Billed.
Contract Line Item Description   The description of the contract line item.
Contract Line Item End Date   The end date of the contract line item. When a new contract line item is created, this is initially set to the end date of the contract.
Contract Line Item First Bill Date   The first date on which the contract line item is to be billed. When a new contract line item is created, this is initially set to the first bill date of the contract.
Contract Line Item ID   The identification number of the contract line item.
Contract Line Item Monthly Recurring Revenue   The monthly recurring revenue for the contract line item including discounts.
Contract Line Item MRR Multiplier Value   Multiplier used to calculate monthly recurring revenue.
Contract Line Item Name   The name of the contract line item.
Contract Line Item Previous Contract Line Item ID   The identification number of the previous contract line item to which this contract line item relates.
Contract Line Item Pricing Type   The pricing type of the contract line item. Available options are: Fixed, Volume and Tiered.
Contract Line Item Product Service ID   The identification number of the Salesforce Product to which the contract relates. This can be a product or service.
Contract Line Item Quantity   The quantity of the product or service being purchased to six decimal places.
Contract Line Item Revenue Category   The type of revenue from which the contract line item originates.
Contract Line Item Revenue Recognized C

The revenue recognized to date for the contract line item.

This is populated from the field specified in the Recognized To Date Value field on the Revenue Management settings record for the Billing Contract Line Item object.

Note:

This field is only available if you use FinancialForce Revenue Management and you answered "Yes" to question 5b. Do you want to include the amount of revenue recognized for billing contract line items? in the configuration wizard.
Contract Line Item Sales Price   The total price for the contract line including discounts.
Contract Line Item Sales Price Override   Contains a value that overrides the Sales Price. This value is calculated when complex pricing rules apply, such as when the contract line item has a pricing structure.
Contract Line Item Start Date   The first date from which billing can commence for this contract line item.
Contract Line Item Total Billed   The total amount billed for the contract line item.
Contract Line Item Total Contract Line Value   The total value of the contract line item over its lifetime including discounts.
Contract Line Item Unit Price   The price of one item to nine decimal places. This is used to calculate the Sales Price.
Contract Major Version Value   Indicates the major version of the contract. This field is set to 1 when the contract is created.
Contract Monthly Recurring Revenue Value   The total monthly recurring revenue for all contract line items that do not have the billing type One-off. This includes discounts.
Contract Name   The name of the contract.
Contract Number   The name of the contract expressed as a reference number.
Contract Original End Date   The original date on which the contract was due to end.
Contract Owner ID   The identification number of the contract owner.
Contract Previous Contract ID   The identification number of the previous contract to which this contract relates.
Contract Reason For Ending Contract   The reason that the contract was ended.
Contract Renewal Reminder Date   The date on which to report that the contract is due for renewal.
Contract Start Date   The date on which the contract starts. The start date of new contract line items are initially set to this date.
Contract Status   The status of the contract. Statuses are: Active, Draft, Expired, or Superseded.
Contract Total Contract Value   The total value of all recurring fixed and one-off contract lines over the entire life of the contract if the contract is not continuous.
Contract Type   The type of contract. This determines whether the record is a contract or a change request.
Dimension 1   The name of Dimension 1.
Dimension 2   The name of Dimension 2.
Dimension 3   The name of Dimension 3.
Dimension 4   The name of Dimension 4.
FFA Company ID   The identification number of the company created in Accounting.
MRR Churn C The value of contracts lost between a range of dates. For more information, see the KPIs Table.
MRR Down Sell C The value of contracts which have decreased in value, by additional licenses or products, between a range of dates. For more information, see the KPIs Table.
MRR Net New C The value of contracts won between a range of dates. For more information, see the KPIs Table.
MRR Renewals C The value of contract line items renewed between a range of dates. For more information, see the KPIs Table.
MRR Upsell C The value of contracts which have increased in value, by additional licenses or products, between a range of dates. For more information, see the KPIs Table.
Next Contract Line Item End Date C The end date of the next contract line item.
Next Contract Line Item ID C The identification number of the next contract line item.
Next Contract Line Item Name C The name of the next contract line item.
Next Contract Line Item Start Date C The start date of the next contract line item.
Next Contract Line Item Total Contract Line Value C The total contract line value of the next contract line item.
Next Opportunity ID C The identification number of the next opportunity associated with a contract.
Next Opportunity Name C The name of the next opportunity.
Opportunity Account ID   The identification number of the account that the opportunity is linked to.
Opportunity Amount   The estimated total sale amount.
Opportunity Close Date   The date on which you plan to close the opportunity.
Opportunity Contract End Date   The date on which a contract created from this opportunity is to end.
Opportunity Contract First Bill Date   The first date on which a contract created from this opportunity is to be billed.
Opportunity Contract ID   The identification number of the contract created from this opportunity.
Opportunity Contract Start Date   The date from which billing can start for a contract created from this opportunity.
Opportunity Created By ID   The identification number of the user who created the opportunity.
Opportunity Created Date   The date on which the contract was created.
Opportunity Description   The description of the opportunity.
Opportunity Forecast Category   The category within the sales cycle to which an opportunity is assigned, based on its opportunity stage.
Opportunity Forecast Category Name   The name of the forecast category.
Opportunity Has Open Activity   Indicates there are open activities related to the opportunity.
Opportunity Has Opportunity Line Item   Indicates the opportunity product related to the opportunity.
Opportunity Has Overdue Task   Indicates there are overdue tasks related to the opportunity.
Opportunity ID   The name of the opportunity.
Opportunity Is Closed   Indicates that the opportunity is closed.
Opportunity Is Won   Indicates that the opportunity is won.
Opportunity Lead Source   The source of the opportunity.
Opportunity Name   The name of the opportunity.
Opportunity Next Step   Description of the next task in closing the opportunity.
Opportunity Original Opportunity ID   The identification number of the related opportunity that is being upsold, renewed, or replaced.
Opportunity Owner ID   The identification number of the owner of the opportunity.
Opportunity Owner Name   The opportunity owner name, rather than the identification number of the opportunity number.
Opportunity Probability   The likelihood that opportunity will close, stated as a percentage.
Opportunity Stage Name   The current stage of opportunity based on selections made from a predefined list.
Opportunity Type   The type of opportunity.
Previous Contract Line Item ARR C The annual recurring revenue (ARR) for the previous contract line item.
Previous Contract Line Item Billing Type C The billing type for the previous contract line item.
Previous Contract Line Item Contract ID C The identification number of the previous contract line item.
Previous Contract Line Item Contract Status C The contract status of the previous contract line item.
Previous Contract Line Item End Date C The end date of the previous contract line item.
Previous Contract Line Item ID C The identification number of the previous contract line item.
Previous Contract Line Item MRR C The monthly recurring revenue (MRR) for the previous contract line item.
Previous Contract Line Item Name C The name of the previous contract line item.
Previous Contract Line Item Quantity C The quantity of the previous contract line item.
Previous Contract Line Item Sales Price C The sales price of the previous contract line item.
Previous Contract Line Item Start Date C The start date of the previous contract line item.
Previous Contract Line Item Total Contract Line Value C The total contract line value of the previous contract line item.
Previous Contract Line Item Unit Price C The unit price of the previous contract line item.
Previous Opportunity ID C The identification number of the previous opportunity.
Previous Opportunity Name C The previous opportunity name.
Product Billing Type   The way in which a bill is to be generated. See the Product object.
Product Description   The description of the product.
Product Display URL   The URL for the product.
Product Family   The category specified for the product.
Product ID   The identification number of the product.
Product Is Active   Indicates that the product is active.
Product Name   The name of the product.
Product Place Of Supply   The product place of supply. Available values are "With Account" (default) or "With Customer".
Product Product Code   The product code for the product.
Product Sales Tax Rule   The tax code used if the org is configured to use an external system for tax calculation, such as Avalara.
Product Sales Tax Status   The tax status of the product.
Product Sales Tax Status   The tax status of this product for SUT companies.
Product Stock Keeping Unit   The product's SKU, which can be used with or in place of the Product Code field.
Product Tax Code   The tax code to be used when calculating tax in a VAT or GST company. See the Product object.
Product Tax Code   If your organization is configured to use an external system for tax calculation and product-specific tax calculation is required, you can map this product to a tax code in the external system by specifying the tax code here.
Renewed Contract Line Item End Date C This stores the end date of a contract line item on a previous contract, when this contract line item is a renewal. For example: Contract line item 1 ends on January 1, 2017. Contract line item 2 is the renewal line, and so has a renewed contract line item end date of January 1, 2017.
Replacement Date C This displays the day after the end date for contract line items that have been replaced or are otherwise null.
System Next Opportunity Process Action   Stores the value for the following opportunity in order to classify KPIs used in the Billing Contracts dataset. For example, a contract line item might have a System Opportunity Process Action of "New Customer" and a System Next Opportunity Process Action of "Existing Customer - Upgrade". This indicates that the next contract is an upgrade.
System Process Action   Stores the action values used by the Opportunity to Contract Integration. For example, if the process action is Opportunity Type, the System Process Action can be "New Customer", "Existing Customer - Renewal", "Existing Customer - Upgrade" or "Existing Customer - Replacement".
System Process Trigger   Triggers the Opportunity to Contract integration. For example, if the process trigger is Opportunity Stage, the System Process Trigger is "Closed Won").
Total Previous ARR C The value of Total Previous MRR multiplied by 12.
Total Previous MRR C Combines the MRR value of contract lines if these are contract lines for the same product on an upgraded contract, which are then merged into one line on a renewal contract. It is used to calculate the MRR value of the Upsell and Down Sell KPIs.
Account Contact Department   The organizational department of the account contact.
Account Contact Mailing Country   The mailing country of the account contact.
Account Contact Title   The honorific address title of the account contact.