Product Schedule Fields

The Product Schedule object has the fields in the table below.

Remember, you can add custom fields important to your business for any object in the system.

Key: Field Label (API Name, Field Type, Additional Information)

• Billing Status (GSPProdSched__Billing_Status__c, Formula)
  Marks whether the Product Schedule Revenue/Quantity has been earned or unearnt.
• Booked Amount (GSPProdSched__Revenue_Amount__c, Currency)
  Stores the Revenue Amount when the Opportunity is in the Pipeline.
• Booked Quantity (GSPProdSched__Quantity__c, Number)
  Stores the Quantity when the Opportunity is in the Pipeline.
• Comments (GSPProdSched__Description__c, Text)
  Allows you to add comments to a Product Schedule.
• Cumulative Booked Revenue (GSPProdSched__Cumulative_Revenue__c, Currency)
  The Total Booked Revenue from Schedule Dates before this one plus the Booked Amount on this schedule when the opportunity is in the pipeline.
• Cumulative Expected Revenue (GSPProdSched__Cumulative_Expected_Revenue__c, Currency)
  The Total Booked Revenue from Schedule Dates before this one plus the Booked Amount on this schedule when the opportunity has been Closed Won.
• Expected Amount (GSPProdSched__Latest_Forecast__c, Currency)
  Stores the Revenue Amount when the Opportunity is Closed Won.
• Expected Quantity (GSPProdSched__Expected_Quantity__c, Number)
  Stores the Quantity when the Opportunity is Closed Won.
• First Non-Zero Schedule (GSPProdSched__First_Non_Zero_Schedule__c, Checkbox)
  Checkbox is set to true for the first schedule that has an amount or quantity above zero.
• Is Won (GSPProdSched__Is_Won__c, Formula)
  Checkbox is set to true when the Opportunity is Closed Won.
• Is YTD (GSPProdSched__Is_YTD__c, Formula)
  Set to true when today is greater than the schedule date.
• Last Non-Zero Schedule (GSPProdSched__Last_Non_Zero_Schedule__c, Checkbox)
  Checkbox is set to true for the last schedule that has an amount or qunatity above zero.
• Locked (GSPProdSched__Lock_Schedule__c, Checkbox)
  When true the booked quantity or booked amount fields are uneditable to the user.
• Month (GSPProdSched__Month__c, Formula)
  Stamps a number based on the month of the schedule.
• Opportunity (GSPProdSched__Opportunity__c, Master-Detail)
  Master-Detail that links the Opportunity to the Product Schedule.
• Opportunity Close Date (GSPProdSched__Opportunity_Close_Date__c, Formula)
  Copies the close date from the opportunity onto the product schedule.
• Opportunity Line Item Id (GSPProdSched__Opportunity_Line_Item_Id__c, External Id)
  Copies the Id of the opportunity product onto the product schedule.
• Opportunity Owner (GSPProdSched__Opportunity_Owner__c, Lookup)
  Lookups to the Opportunity Owner.
• Opportunity Probability (GSPProdSched__Opportunity_Probability__c, Formula)
  Copies the opportunity stage probability onto the product schedule.
• Opportunity Product (GSPProdSched__Opportunity_Product__c, Lookup)
  Lookup to the opportunity product.
• Opportunity Stage (GSPProdSched__Opportunity_Stage__c, Formula)
  Copies the opportunity stage onto the product schedule.
• Pipeline Category (GSPProdSched__Pipeline_Category__c, Formula)
  Copies the forecast category onto the product schedule.
• Pipeline Quantity (GSPProdSched__Pipeline_Quantity__c, Formula)
  Stamps the Quantity Value when the opportunity is in the pipeline.
• Product (GSPProdSched__Product__c, Lookup)
  Lookup to the Product field on the product schedule.
• Product Family (GSPProdSched__Product_Family_F__c, Formula)
  Copies the Product Family from the Product onto the Product Schedule.
• Product Price (GSPProdSched__Product_Price__c, Formula)
  Copies the List Price from the Product onto the Product Schedule.
• Revenue Target (GSPProdSched__Revenue_Target__c, Lookup)
  Lookup field to the salesperson revenue target.
• Revenue Type (GSPProdSched__Revenue_Type__c, Text)
  Text field to determine the type of revenue for the product schedule.
• Schedule Date (GSPProdSched__Revenue_Schedule_Date__c, Date)
  The date in which the revenue or quantity is due to land.
• Schedule Period (GSPProdSched__Revenue_Schedule_Period__c, Formula)
  Writes the month and year for the product schedule record.
• Schedule Status (GSPProdSched__Status__c, Picklist)
  Picklist to define the status of a product schedule record.
• Schedule Type (GSPProdSched__Schedule_Type__c, Formula)
  Copies the schedule type from the opportunity product.
• Target Type (GSPProdSched__Target_Type__c, Formula)
  Copies the target type from the opportunity product.
• Team (GSPProdSched__Team__c, Picklist)
  Team Value for the Product Schedule.
• Team Target (GSPProdSched__Team_Target__c, Lookup)
  Lookup field to the team revenue target.
• Weighted Quantity Amount (GSPProdSched__Weighted_Quantity_Amount__c, Formula)
  GSPProdSched__Pipeline_Quantity__c * GSPProdSched__Opportunity_Probability__c
• Weighted Revenue Amount (GSPProdSched__Weighted_Revenue_Amount__c, Formula)
  GSPProdSched__Revenue_Amount__c * GSPProdSched__Opportunity__r.Probability
• Won Quantity (GSPProdSched__Won_Quantity__c, Formula)
  IF(GSPProdSched__Opportunity__r.IsWon = TRUE, GSPProdSched__Quantity__c, 0)
• Year (GSPProdSched__Year__c, Formula)
  Formula to calculate the year of the product schedule based on the schedule date.