You can create a detailed description for your billing event items. This information can then be used in an accounting system. To create a detailed description for your billing event items, add a formula field to the billing event item object with return type of text. Use the formula to generate the description you want. Here is a sample formula:
CASE(pse__Category__c,
"Timecard" ,
pse__Project__r.Name & " " & pse__Timecard_Split__r.pse__Resource__r.FirstName & " " & pse__Timecard_Split__r.pse__Resource__r.LastName & " " &
TEXT(pse__Timecard_Split__r.pse__Start_Date__c) & " to " &
TEXT(pse__Timecard_Split__r.pse__End_Date__c) & " " &
TEXT(pse__Timecard_Split__r.pse__Total_Hours__c) & " hours (" & TEXT(pse__Timecard_Split__r.pse__Total_Days_Worked__c) & " days)",
"Milestone",
pse__Milestone__r.Name & " " & TEXT(pse__Milestone__r.pse__Actual_Date__c) & " " & pse__Project__r.Name,
"Expense",
TEXT(pse__Expense__r.pse__Type__c) & "-" & pse__Expense__r.pse__Description__c & " " & pse__Expense__r.pse__Resource__r.FirstName & " " & pse__Expense__r.pse__Resource__r.LastName & " " &
IF(pse__Expense__r.pse__Milestone__c != null," Milestone: " & pse__Expense__r.pse__Milestone__r.Name ,""),
"Miscellaneous Adjustment",
pse__Miscellaneous_Adjustment__r.Name & " " & TEXT( pse__Miscellaneous_Adjustment__r.pse__Effective_Date__c ) & " " & TEXT( pse__Miscellaneous_Adjustment__r.pse__Transaction_Category__c) & " " & pse__Project__r.Name,
"Budget",
pse__Budget__r.Name & " " & TEXT(pse__Budget__r.pse__Type__c) & " " & TEXT(pse__Budget__r.pse__Effective_Date__c) & " Amt:" & TEXT(pse__Budget__r.pse__Amount__c) & " Exp Amt:" & TEXT( pse__Budget__r.pse__Expense_Amount__c),
"Invalid Business Object Type")
In our sample formula, a case statement determines the business object to which the billing event item relates using the category field. The billing event item information is then generated for that type of business object. The sample formula provides this information:
| Business Object | Information Generated by our Sample Formula |
|---|---|
| Timecard | Project Name, Resource First Name, Resource Last Name Timecard Split Start and End Dates Total Hours and Days Worked |
| Milestone | Milestone Name, Actual Date and Project Name |
| Expense | Expense Type, Expense Description, First Name, Resource Last Name If the expense has a milestone associated with it, the name of the milestone is included in the field. |
| Miscellaneous Adjustment | Miscellaneous Adjustment Name, Effective Date, Transaction Category and Project Name |
| Budget | Budget Name, Budget Type, Effective Date, Budget Amount and Expense Amount |
To create a formula field on the Billing Event Item object:
For more information about creating custom fields see the Salesforce Help.