Invoice Line Item
API Name: InvoiceLineItem__c
The invoice line item object is used to store information about the billable items in an invoice. Invoice line items are in a master-detail relationship to an invoice.
| Label | API Name | Type | Description |
|---|---|---|---|
| No | Name |
AutoNumber | |
| Order Discount Amount | AEDiscountAmount__c |
Currency(16, 2) | The order discount amount reduces the invoice line item price by the specified amount. |
| Account Rule | AccountRule__c |
Text(255) | The name of the G/L or Collective Account rule which has been applied. This will be copied to the booking detail in order to be used at the booking text. |
| Applied Tax Rule | AppliedTaxRule__c |
Text(255) | The tax rule identified as applicable for this invoice line item. |
| Base Quantity | BaseQuantity__c |
Number(13, 5) | The original quantity, which has been used to select the price tier. |
| Billed Opportunity Object | BilledOpportunityObject__c |
Text(18) | Holds the ID of an opportunity product or opportunity product schedule to mark them as billed. |
| Billed Opportunity | BilledOpportunity__c |
Text(18) | The ID of the opportunity that has been (partially) billed with this invoice line item. |
| Billing Factor | BillingFactor__c |
Number(13, 5) | Factor resulting from the billing period and the billing unit. The billing unit Month combined with the billing period 3 results in a billing factor of 3, that is, the item is invoiced every 3 months with the price multiplied by 3. |
| Billing Practice | BillingPractice__c |
Picklist | Defines the billing practice for recurring items. Possible values: Empty or 'Advance': This means that items are billed as soon as possible. 'Arrears': This means that items are billed as late as possible. Picklist values: Advance, Arrears |
| Billing Unit | BillingUnit__c |
Picklist | Defines the time unit for the billing period (Day or Month), which is used for the price calculation of the billing period. Picklist values: Day, Month, Year |
| Calculated Billing Factor | CalculatedBillingFactor__c |
Number(13, 5) | Corrects the billing factor to 1.0 to avoid multiplication with zero. |
| Calculated Commission | CalculatedCommission__c |
Percent(16, 2) | Corrects the commission to 1.0 to avoid multiplication with zero. |
| Calculated Net Discount | CalculatedDiscountNet__c |
Currency(16, 2) | Net sum of the item-related discount and the attributable order discount portion |
| Calculated Factor | CalculatedFactor__c |
Number(13, 5) | Corrects the quantity unit factor to 1.0 to avoid division by zero. |
| Calculated Quantity | CalculatedQuantity__c |
Number(13, 5) | Corrects the quantity by the factor of the quantity unit. |
| Calculated Tax | CalculatedTax__c |
Currency(16, 2) | The tax calculated based on the discounted invoice line item price and the tax rate. |
| Calculated Total Quantity | CalculatedTotalQuantity__c |
Number(13, 5) | The calculated quantity multiplied with the calculated billing factor. |
| Center | Center__c |
Text(255) | The cost center or profit center for this invoice line item, used for financial accounting. |
| Commission Tier Price | CommissionTierPrice__c |
Currency(13, 5) | The price (sales volume) that determines the commission tier. Only used for internal purposes during the invoice creation. |
| Commission | Commission__c |
Percent(3, 2) | The commission (percentage value) to apply to the unit price. |
| Cost Object | CostObject__c |
Text(255) | The cost object for this invoice line item, used for financial accounting. |
| Decimal Places Fallback | DecimalPlacesFallback__c |
Number(18, 0) | Sets the number of decimal places used for the invoice calculation to 2 if DecimalPlaces is empty. |
| Decimal Places for Quantity | DecimalPlacesForQuantity__c |
Number(2, 0) | The number of decimal places for the quantity as displayed on the invoice. |
| Decimal Places for Unit Price | DecimalPlacesForUnitPrice__c |
Number(2, 0) | The number of decimal places for the unit price as displayed on the invoice. |
| Decimal Places | DecimalPlaces__c |
Number(2, 0) | The number of decimal places used for the invoice calculation. Is set automatically, do not edit! |
| Description | Description__c |
LongTextArea(32768) | The long description for the invoice line item. |
| Discount Amount | DiscountAmount__c |
Currency(16, 2) | The discount amount reduces the invoice line item price by the specified amount. The discount amount is applied if the discount field is empty. |
| Discount % | Discount__c |
Percent(3, 2) | Specifies a percentage discount rate that is applied to the invoice line item price. |
| Display Quantity | DisplayQuantity__c |
Number(13, 5) | Displays the actual quantity when using scaled prices. |
| Display Subtotal After This Item | DisplaySubtotalAfter__c |
Checkbox | Defines whether a subtotal is displayed after this invoice line item. |
| Exclude From Order Discount | ExcludeFromOrderDiscount__c |
Checkbox | Determines whether to exclude the invoice line item from the order discount calculation. |
| Factor | Factor__c |
Number(13, 5) | The factor is provided by the quantity unit (custom setting). The actual quantity is divided by the factor. |
| Filter Suffix | FilterSuffix__c |
Text(255) | |
| Filter | Filter__c |
Text(255) | The name of the filter based on which this invoice line item has been created. |
| GL Account 2 | GLAccount2__c |
Text(255) | Additional general ledger account for this invoice line item, used for financial accounting. The usage depends on the business process. |
| GL Account | GLAccount__c |
Text(255) | The general ledger account for this invoice line item, used for financial accounting. |
| Gross Line Item | GrossInvoice__c |
Checkbox | Controls whether the unit price is considered a gross value (checked) or net value (unchecked). This affects the invoice line item values for net, tax and gross amounts. |
| Has Precalculated Tax | HasPrecalculatedTax__c |
Checkbox | Determines whether the precalculated tax field is filled. |
| Ignore Placeholders | IgnorePlaceholders__c |
Checkbox | When checked the rendering of placeholders will be disabled for this line item. |
| Invoice Criterion | InvoiceCriterion__c |
Text(255) | Defines the criterion for distributing the invoice line item to multiple invoices. |
| Invoice Type | InvoiceType__c |
Text | Specifies the invoice type |
| Invoice | Invoice__c |
MasterDetail(Invoice__c) | The invoice to which this invoice line item is associated. |
| Invoicing Engine | InvoicingEngine__c |
Text(10) | Specifies the version of the invoice creation engine. |
| Discount Empty | IsDiscountEmpty__c |
Checkbox | Determines whether the discount percentage field is filled. |
| Is Final | IsFinal__c |
Checkbox | Controls whether the invoice line item is set final. If so, it is not touched by the continuous invoice run. |
| Is Tax Delta | IsTaxDelta__c |
Checkbox | Determines whether this line item is a tax delta item used to clear tax rounding differences when calculating invoice line item totals. |
| Item | Item__c |
Lookup(Item__c) | The item based on which this invoice line item has been created. |
| Margin Tax Rate | MarginTaxRate__c |
Percent(3, 5) | The tax rate that applies to the margin of the invoice line item as defined via tax rules. |
| Margin | Margin__c |
Currency(13, 5) | The margin for the invoice line item. Can be used instead of the Pos. Total (net) to calculate the tax (margin scheme). |
| Parent Source Id | ParentSourceId__c |
Text(255) | The Id of the source records parent record. The field is set during the generic invoice run. |
| Partial Credit Type | PartialCreditType__c |
Picklist | Shows whether the partial credit has been created based on a specified invoice line item quantity or a specified amount. Picklist values: By Quantity, By Refund |
| Pos Price Calculated | PosPriceCalc__c |
Currency(13, 5) | The net or gross invoice line item price multiplied with the calculated total quantity. |
| Pos Price Discounted (w/o Order Disc.) 1 | PosPriceDiscountedNoAE1__c |
Currency(13, 5) | The net or gross invoice line item price corrected by all discount values, except for the order discount (Invoicing Engine 1). |
| Pos Price Discounted (w/o Order Disc.) 2 | PosPriceDiscountedNoAE2__c |
Currency(13, 5) | The net or gross invoice line item price corrected by all discount values, except for the order discount (Invoicing Engine 2). |
| Pos Price Discounted (w/o Order Disc.) | PosPriceDiscountedNoAE__c |
Currency(13, 5) | The net or gross invoice line item price corrected by all discount values, except for the order discount. |
| Pos Price Discounted | PosPriceDiscounted__c |
Currency(13, 5) | The net or gross invoice line item price corrected by all discount values. |
| Pos. Total (gross) | PosTotalGross__c |
Currency(16, 2) | The invoice line item total gross value including all discounts. |
| Pos. Total (net, w/o Order Discount) | PosTotalNetNoAE__c |
Currency(16, 2) | The invoice line item total net value without the order discount. |
| Pos. Total (net) | PosTotalNet__c |
Currency(16, 2) | The invoice line item total net value including all discounts. |
| Pos. Total (tax) | PosTotalTax__c |
Currency(16, 2) | The final tax amount. |
| Precalculated Tax | PrecalculatedTax__c |
Currency(16, 2) | The absolute tax amount calculated internally or by a third party system. |
| Price Tier Base Quantity | PriceTierBaseQuantity__c |
Number(15, 3) | The quantity of the determined price tier. |
| Price Tier Quantity | PriceTierQuantity__c |
Number(15, 3) | The quantity that determines the price tier. Only used for internal purposes during the invoice creation. |
| Price Tier | PriceTier__c |
Lookup(Price__c) | Links to the Price Tier that has been selected by the quantity and is in effect for this line item. |
| Product Code | ProductCode__c |
Text(255) | The product code of the applicable pricebook entry for the product based on which this invoice line item has been created. |
| Product Group | ProductGroup__c |
Text(255) | The product group of this invoice line item. |
| Product Tax Class | ProductTaxClass__c |
Text(255) | Corresponds to the custom field ON_TaxClass__c of a Product2, like (tax)free / reduced / full / luxury. |
| Product Tax Rate | ProductTaxRate__c |
Percent(3, 5) | Corresponds to the custom field ON_TaxRate__c of a Product2. |
| Quantity | Quantity__c |
Number(13, 5) | The quantity to be billed for this invoice line item. |
| Quota Quantity | QuotaQuantity__c |
Number(13, 5) | The minimum quota. |
| Recognition Rule | RecognitionRule__c |
Picklist | Specifies how line items are distributed onto different booking periods. Picklist values: Default, Shortfall, Service Period, Margin Scheme, Booking Month, Service Month, Calendar Year, Permanent Month, Permanent Quarter |
| Related Invoice | RelatedInvoice__c |
Lookup(Invoice__c) | Shows the specific invoice to which this invoice line item is related. |
| Related Line Item | RelatedLineItem__c |
Lookup(InvoiceLineItem__c) | Shows the related line item, used to determine the refundable amount for credit memos. |
| Sequence | Sequence__c |
Number(18, 0) | Determines the position of this invoice line item in the invoice line item table. |
| Serialized Transaction | SerializedTransaction__c |
LongTextArea(32768) | The serialized transaction that has been used to create this invoice line item. Is reused during the continuous invoice run. |
| Service Period End | ServicePeriodEnd__c |
Date | Specifies the end date of the service period (billing cycle). |
| Service Period Start | ServicePeriodStart__c |
Date | Specifies the start date of the service period (billing cycle). |
| Source Id | SourceId__c |
Text(18) | The Id of the source object. The field is set during the generic invoice run. |
| Status | Status__c |
Text | Specifies the main invoice status, either Draft, Open, Paid or Settled. |
| Tax Code | TaxCode__c |
Text(255) | The tax code of the applied tax rule. |
| Tax Provider | TaxProvider__c |
Picklist | The provider that calculates the tax detail. Picklist values: Internal |
| Tax Rate | TaxRate__c |
Percent(3, 5) | The tax rate that applies to this invoice line item as defined via tax rules. Can be overwritten manually. |
| Tax Recognition Rule | TaxRecognitionRule__c |
Picklist | Specifies how tax booking data is is distributed onto different booking periods. Picklist values: Default, Sync With Revenue |
| Tax Type | TaxType__c |
Text(255) | The type of the tax rate (e.g., VAT, HST). Only applicable if there are no tax details. |
| Taxation Rule | TaxationRule__c |
Picklist | The taxation rule which is applied when working with internal taxes. Picklist values: Booking Date, End of Monthly Service Period, End of Service Period, Service Period |
| Title | Title__c |
Text(255) | The name or short description of the invoice line item. |
| Transaction Criterion | TransactionCriterion__c |
Text(255) | The criterion for aggregating transactions to create a single invoice line item. |
| Type | Type__c |
Picklist | Specifies the invoice line item type, which is relevant for subtotals, e.g., Product, Shipping Fees, Handling Fees. Picklist values: Product, Shipping Fees, Handling Fees, Information, Tax Delta, Sub Invoice |
| Unit Code | UnitCode__c |
Text(255) | The code for the unit of measurement applicable to the quantity invoiced. |
| Unit Price | UnitPriceCalc__c |
Currency(13, 5) | The net or gross unit price multiplied with the commission. |
| Unit Price | UnitPrice__c |
Currency(13, 5) | The net or gross price (depending on the gross invoice setting of the invoice) of one unit of this item. |
| Unit | Unit__c |
Picklist | The invoiced unit that applies for this invoice line item, like h (hours), pc (pieces), etc. Picklist values: Default |
| VAT Category Code | VATCategoryCode__c |
Text(255) | Code for categorizing VAT regulations. Necessary for E-Invoices. |
| VAT Exemption Reason Code | VATExemptionReasonCode__c |
Text(255) | A machine-readable explanation why this line item is exempt from VAT. |
| VAT Exemption Reason Text | VATExemptionReasonText__c |
Text(255) | A human-readable explanation why this line item is exempt from VAT. |