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Field Label
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Field Name
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Data Type
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Description
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|---|---|---|---|
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Custom Relationship Fields
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Case
|
SVMXC__Case__c
|
Lookup(Case)
|
Case for which this invoice is generated. This is a lookup to an existing Salesforce case record.
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|
Covered Locations
|
SVMXC__Covered_Locations__c
|
Lookup(Covered Location)
|
Location covered under the contract being billed. This is applicable to invoices generated for Service Contracts only & is a lookup to a Covered Location record.
|
|
Covered Products
|
SVMXC__Covered_Products__c
|
Lookup(Covered Product)
|
Product covered under the contract being billed. This is applicable to invoices generated for Service Contracts only & is a lookup to a Covered Product record.
|
|
Included Services
|
SVMXC__Included_Services__c
|
Lookup(Included Service)
|
Services covered under the contract being billed. This is applicable to invoices generated for Service Contracts only & is a lookup to a Included Service record.
|
|
Installed Product
|
SVMXC__Installed_Product__c
|
Lookup(Installed Product)
|
|
|
Invoice Detail
|
SVMXC__Proforma_Invoice_Detail__c
|
Master-Detail(Proforma Invoice Detail)
|
Invoice under which this line is billed. This is a lookup to an existing Proforma Invoice Detail record.
|
|
Location
|
SVMXC__Location__c
|
Lookup(Location)
|
|
|
PM Offering
|
SVMXC__PM_Offering__c
|
Lookup(PM Offering)
|
PM's offered under the contract being billed. This is applicable to invoices generated for Service Contracts only & is a lookup to a PM Offering record.
|
|
Product
|
SVMXC__Product__c
|
Lookup(Product)
|
Part used in this Work order. This is a lookup to an existing product record.
|
|
Proforma Invoice
|
SVMXC__Proforma_Invoice__c
|
Lookup(Proforma Invoice)
|
Document under which this invoice is consolidated. This is a lookup to an existing Proforma Invoice record.
|
|
Service Contract
|
SVMXC__Service_Contract__c
|
Lookup(Service/Maintenance Contract)
|
|
|
Time Tracker
|
SVMXC__Time_Tracker__c
|
Lookup(Time Tracker)
|
Link to labor line recorded on Case.
|
|
Work Details
|
SVMXC__Work_Details__c
|
Lookup(Work Detail)
|
Work Detail corresponding to this Line entry. This is a lookup to an existing Work detail record.
|
|
Work Order
|
SVMXC__Work_Order__c
|
Lookup(Work Order)
|
Work order for which this invoice is generated. This is a lookup to an existing Work order record.
|
|
Standard Fields
|
|||
|
Record Number
|
Name
|
Auto Number
|
The auto-generated record number.
|
|
Custom Fields
|
|||
|
Applied Rate Type
|
SVMXC__Applied_Rate_Type__c
|
Picklist
|
Labor Rate type applied to this line.
|
|
Billable Line Price
|
SVMXC__Billable_Line_Price__c
|
Currency(15, 3)
|
Billable price computed for this line item.
|
|
Billable Qty
|
SVMXC__Billable_Quantity__c
|
Number(14,4)
|
Billable Qty computed for this line item. UOM is hours for Labor and Travel if applicable.
|
|
Discount %
|
SVMXC__Discount__c
|
Percent(16, 2)
|
Percentage of discount applied to this line item.
|
|
Expense Type
|
SVMXC__Expense_Type__c
|
Picklist
|
List of Expenses commonly incurred.
|
|
Is Billable
|
SVMXC__Is_Billable__c
|
Checkbox
|
Billable indicator. This will be false if this line item is not being billed to customer.
|
|
Line Notes
|
SVMXC__Line_Notes__c
|
Long Text Area(32000)
|
Information about the pricing rules applied to this line. This is updated by the Billing Engine.
|
|
Price
|
SVMXC__Price__c
|
Currency(15, 3)
|
Price per unit of Part, Labor, Travel or Expense.
|
|
Quantity
|
SVMXC__Quantity__c
|
Number(14,4)
|
Actual quantity of Parts, Labor, Travel or Expense incurred for this line. UOM for Labor and Travel (if applicable) will be in hours.
|
|
Total Line Price
|
SVMXC__Total_Line_Price__c
|
Currency(15, 3)
|
Total price for this line before any contract adjustments/discounts are applied.
|
|
Type
|
SVMXC__Line_Type__c
|
Picklist
|
|