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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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Account
|
SVMXC__Account__c
|
Lookup(Account)
|
Name of Customer Account to Invoice for Service or for Contract. This is a lookup to an existing Salesforce account record.
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Canceled By
|
SVMXC__Canceled_By__c
|
Lookup(User)
|
User who canceled this proforma invoice.
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|
Standard Fields
|
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|
Invoice Number
|
Name
|
Auto Number
|
The auto-generated record number.
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|
Custom Fields
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Billing City
|
SVMXC__Billing_City__c
|
Text(255)
|
City part of billing address. Typically this will be the billing address on the Account.
|
|
Billing Country
|
SVMXC__Billing_Country__c
|
Text(255)
|
Country part of billing address. Typically this will be the billing address on the Account.
|
|
Billing Postal Code
|
SVMXC__Billing_Postal_Code__c
|
Text(255)
|
Postal Code part of billing address. Typically this will be the billing address on the Account.
|
|
Billing State
|
SVMXC__Billing_State__c
|
Text(255)
|
State part of billing address. Typically this will be the billing address on the Account.
|
|
Billing Street
|
SVMXC__Billing_Street__c
|
Text(255)
|
Street part of billing address. Typically this will be the billing address on the Account.
|
|
Cancelation Notes
|
SVMXC__Cancelation_Notes__c
|
Long Text Area(32000)
|
Input informational notes to keep track of reason for canceling proforma invoice.
|
|
Canceled On
|
SVMXC__Canceled_On__c
|
Date/Time
|
Date/time this proforma invoice was canceled.
|
|
Status
|
SVMXC__Status__c
|
Picklist
|
Indicates the status of this invoice. Will be Open when invoice is created and Cancel if this it is canceled. You can use additional values to manage integration process with back office systems.
|
|
Total Invoice
|
SVMXC__Total_Invoice__c
|
Currency(15, 3)
|
Total sum of all invoices consolidated under this document.
|
|
Type
|
SVMXC__Type__c
|
Picklist
|
This is used to differentiate between invoices for services (Service) & Service contracts (Contract).
|