Invoicing Fields

Here is a description of the fields on the SCM Invoicing object.

Key: * – Mandatory field; R – Read-only; A - Automatically populated when you calculate tax using Avalara AvaTax.

Field Name		Description
Applied Rebate Amount		Total amount of rebate applied rolled-up from the invoice lines.
Avalara Location Code		Code of the location in Avalara AvaTax that represents the physical location where the invoice is sold from. This is used for location-based filing in Avalara.
Export Status		The export status of this invoice. This field is automatically set. The possible values are: "New": no attempt to export the invoice has happened. "Export in Process": the invoice export is in process. "Exported": the invoice has been successfully exported. "Exported as Billing Document": the invoice has been successfully exported as a billing document. "Export Error": there is a message displayed in the Export Error field or the Billing Document Creation Errors field.
External Tax Status	A	The status of the tax calculation when using an external system to calculate tax for the invoice. The following statuses are available: "Not Calculated": initial status "Calculated": indicates that tax has been calculated for the invoice. "Posted" - indicates that tax has been posted in the external tax system. If you use Avalara, the transaction is not included in reports and returns at this point. "Committed": indicates that the tax has been committed in the external tax system and can no longer be changed. If you use Avalara, the transaction is included in reports and returns at this point. "Voided": indicates that the tax was initially committed in the external system but has been canceled. If you use Avalara, the transaction is no longer included in reports and returns.
External Tax Status Last Updated	A	The date and time when the External Tax Status field was last updated.
External Tax Transaction ID	A	The unique identifier of the transaction that represents the invoice in the external tax calculation system.
Total Customer Rebate Discount		Total customer rebate amount rolled-up from the invoice lines. This is the total amount of rebate to be deducted from the price the customer pays.
Total Invoice After Rebate Discount		Total of the invoice including discounts and the Total Customer Rebate Discount.
Total Tax	A	The total amount of tax on the invoice.

SCM to Billing Central Integration for Consolidated Invoicing

Here is a description of the fields added to the SCM Invoicing object when the SCM to Billing Central Integration for Consolidated Invoicing is set up.

Key: * – Mandatory field; R – Read-only.

Field Name		Description
Original Billing Document		Lookup to the billing document created for this SCM invoice via the SCM to Billing Central Integration for Consolidated Invoicing.
Billing Document Creation Status		Indicates whether the billing document was created successfully via the SCM to Billing Central Integration for Consolidated Invoicing.
Billing Document Creation Errors		Errors that occurred when creating the billing document via the SCM to Billing Central Integration for Consolidated Invoicing.
Consolidated Billing Document		The consolidated billing document associated with this invoice. The consolidated billing document is created after the invoice has been exported to Foundations as a billing document and then consolidated in Billing Central.
Billing Document Status		The status of the billing document associated with this invoice. If the associated billing document has already been consolidated, this field displays the status of the consolidated billing document.

Buttons

Here is a description of the buttons available on the Invoicing object.

Key: L - Only available in Lightning Experience

Button Name		Description
Create Billing Document	L	Creates a Foundations billing document from the SCM invoice. Once created, the Original Billing Document field on the invoice is automatically populated with the record link of the created billing document.
Calculate Tax	L	Calculates tax for the invoice using the external tax calculation service. For more information, see Calculating Tax for an Invoice Using Avalara AvaTax.
Cancel Tax	L	Cancels tax for the invoice in the external tax calculation system. For more information, see Canceling Tax for an Invoice in Avalara AvaTax.
Commit Tax	L	Commits tax for the invoice in the external tax calculation system. For more information, see Posting and Committing Tax for an Invoice in Avalara AvaTax.
Post Tax	L	Posts tax for the invoice to the external tax calculation system. For more information, see Posting and Committing Tax for an Invoice in Avalara AvaTax.

Invoice Line Item

Here is a description of the fields on the SCM Invoice Line Item object.

Key: * – Mandatory field; R – Read-only; A - Automatically populated when you calculate tax using Avalara AvaTax.

Field Name		Description
Applied Rebate Amount		Total amount of rebate applied to the invoice line item.
Avalara Tax Code	A	If tax calculation using Avalara AvaTax is enabled in your org, this is the tax code used to calculate tax for the line. The code is automatically populated using the predefined mappings, according to the item being sold and the delivery method. For more information, see AvaTax Code to Product Group Mappings.
Change Description		Describes the change request line modification on which this invoice line is based. The value can be Quantity, Price or Term.
Customer Rebate Discount		Amount of rebate to be deducted from the customer price.
Discount	A	The amount of discount applied to the line item.
Ext. Used in SCM as an abbreviation of the word extended. In SCM, the term extended is used to represent an amount that represents the quantity of the items on a line such as a customer quotation line. Price After Rebate Discount		The price the customer is to pay after the customer rebate amount has been deducted.
Override Avalara Tax Code		The Avalara tax code used for the line. When defined, the value is used to calculate tax for the line in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings. This is stored in the Avalara Tax Code field. For more information, see AvaTax Code to Product Group Mappings.
Tax	A	The total tax value for the line item.
Tax Name 1-3	A	The name of the tax used when calculating tax for the invoice line item. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate	A	The total tax rate to use when calculating tax for the invoice line item.
Tax Rate 1-3	A	The tax rate to use when calculating tax for the invoice line item. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3	A	The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
Term Discount		The first or last RC (Recurring Cost) Term Discount from the related Flex Contract Line if applicable.

SCM to Billing Central Integration for Consolidated Invoicing

Here is a description of the fields added to the SCM Invoice Line Item object when the SCM to Billing Central Integration for Consolidated Invoicing is set up.

Key: * – Mandatory field; R – Read-only.

Field Name		Description
Billing Document Line		Lookup to the billing document line item created for this invoice line item via the SCM to Billing Central Integration for Consolidated Invoicing.
Billing Document Line Creation Status		Indicates whether the billing document line item was created successfully via the SCM to Billing Central Integration for Consolidated Invoicing.
Billing Document Line Creation Errors		Errors that occurred when creating the billing document line item via the SCM to Billing Central Integration for Consolidated Invoicing.

Extension Packages That Add Fields to the Invoicing Object

Several FinancialForce extension packages add fields and buttons to the Invoicing and Invoice Line Item objects. For more information, follow the relevant links.