Service

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A service provided to a client and/or a person and defined by a service type, such as:

  • financial advice;
  • corporate super management;
  • membership to a superannuation or pension fund;
  • life insurance; or
  • investment portfolio management.

Services are used to manage pipeline of possible opportunities, estimated and actual revenue (often via instalments), work performed (via processes and tasks) and costs incurred.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the service.

Service Name

Name

Text (80)

Name of the service.

 

Custom Field Label & API Name

Type

Description

Actual Cost

cloupra__Actual_Cost__c

Currency (9,2)

The total of actual costs incurred on all tasks for this service.

Rolled up automatically from related tasks.

Actual Effort

cloupra__Actual_Effort__c

Number (7,2)

The total of actual effort incurred on all tasks for this process.

Rolled up automatically from related tasks.

Actual Sale Amount

cloupra__Actual_Sale_Amount__c

Formula (Currency)

The actual amount charged to the client or person for this service, coalescing the values of Service Actual Sale Amount and Instalment Actual Sale Amount.

Actual Sale Amount (ex Tax)

cloupra__Sale_Amount_ex_Tax__c

Formula (Currency)

The actual sale amount of the service, excluding tax.

Actual Sale Amount (inc Tax)

cloupra__Sale_Amount_inc_Tax__c

Formula (Currency)

The actual sale amount of the service, including tax.

Allocation Balance

cloupra__Allocation_
Balance__c

Currency (16, 2)

Balance of the superannuation investment allocation option.

Account Balance

cloupra__Account_
Balance__c

Formula (Currency)

Sum of the balances of the superannuation investment allocation options.

Balance

cloupra__Balance__c

Currency (16, 2)

Superannuation account balance.

Balance Date

cloupra__Balance_Date__c

Date

Date of the most recent superannuation account balance.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the service.

Beneficiary Percentage

cloupra__Beneficiary_Percentage__c

Percent (9, 2)

Proportion allocated to each superannuation beneficiary.

Benefit Class

cloupra__Benefit_Class__c

Lookup (Category)

Field is not currently in use.

Client

cloupra__Client__c

Lookup (Account)

The client for whom the service is being performed.

Current Tax Rate

cloupra__Current_Tax_Rate__c

Lookup (Category)

The prevailing sales tax rate.

Date Joined Company

cloupra__Date_Joined_Company__c

Date

The date on which the client first worked for the employer. Used for superannuation/pension fund memberships.

Declined Date

cloupra__Declined_Date__c

Date

The most recent date on which the client declined the service.

Description

cloupra__Description__c

Text Area (255)

A brief description of the service.

Employer

cloupra__Employer__c

Lookup (Account)

The employer associated with a superannuation member account.

Employer Contribution

cloupra__Employer_Contribution__c

Currency (5,2)

The contribution made by the employer towards the annual premium for each employee's insurance policy under a group scheme.

End Date

cloupra__End_Date__c

Date

The date on which the service ends.

Estimated Sale Amount

cloupra__Est_Sale_Amount__c

Formula (Currency)

The estimated amount to be charged to the client or person for this service, coalescing the values of Service Estimated Sale Amount and Instalment Estimated Sale Amount.

Estimated Sale Amount (ex Tax)

cloupra__Est_Sale_Amount_ex_Tax__c

Formula (Currency)

The estimated sale amount of the service, excluding tax.

Estimated Sale Amount (inc Tax)

cloupra__Est_Sale_Amount_inc_Tax__c

Formula (Currency)

The estimated sale amount of the service, including tax.

Exchange Date

cloupra__Exchange_Date__c

Date

The date of contract exchange for property/mortgage services.

External Id

cloupra__External_Id__c

Text (25) (External ID, Unique, Case Insensitive)

Unique identifier for the service from an external system. Used for matching when uploading related files or integrating systems.

External Number 2

cloupra__External_Number_2__c

Text (255) (External ID)

A unique identifier for the service. Populate this field if there are variations on a single number from external sources (e.g. commission files).

External Number 3

cloupra__External_Number_3__c

Text (255) (External ID)

A unique identifier for the service. Populate this field if there are variations on a single number from external sources (e.g. commission files).

External Number 4

cloupra__External_Number_4__c

Text (255) (External ID)

A unique identifier for the service. Populate this field if there are variations on a single number from external sources (e.g. commission files).

External Number 5

cloupra__External_Number_5__c

Text (255) (External ID)

A unique identifier for the service. Populate this field if there are variations on a single number from external sources (e.g. commission files).

Flag 1

cloupra__Flag_1__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 2

cloupra__Flag_2__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 3

cloupra__Flag_3__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 4

cloupra__Flag_4__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 5

cloupra__Flag_5__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Instalment Actual Amount

cloupra__Instalment_Actual_Amount__c

Currency (9,2)

The actual amount charged to the client or person for this service, where instalments are used for actuals. Rolled up automatically from related instalments.

Instalment Estimated Amount

cloupra__Instalment_Est_Amount__c

Currency (9,2)

The estimated amount to be charged to the client or person for this service, where instalments are used for estimates. Rolled up automatically from related instalments.

Instruction Date

cloupra__Instruction_Date__c

Date

The date of instruction for property/mortgage services.

Insurance Option

cloupra__Insurance_Option__c

Lookup (Category)

The insurance option for a superannuation or pension membership service.

Last Renewal Date

cloupra__Last_Renewal_Date__c

Date

The most recent date on which the client or person agreed to this service.

Last Review Date

cloupra__Last_Review_Date__c

Date

The most recent date on which the client’s service was reviewed.

Last Statement Sent

cloupra__Last_Statement_Sent__c

Date

The most recent date on which the client or person was sent a fee statement.

Member Number

cloupra__Member_Number__c

Text(80)

Superannuation member number.

Next Renewal Date

cloupra__Next_Renewal_Date__c

Date

The date that the next renewal is due based on the renewal interval specified on service type.

Next Statement Date

cloupra__Next_Statement_Date__c

Date

The date that the next statement is due based on the service type.

Originator

cloupra__Originator__c

Lookup (User)

The referring team member of the service.

Person

cloupra__Person__c

Lookup (Contact)

The person for whom the service is being performed.

Primary Division

cloupra__Primary_Division__c

Lookup (Account)

The record owner’s primary division or business unit.

Provider

cloupra__Provider__c

Lookup (Account)

The provider involved in providing the service, e.g. an insurer, fund, lender, etc.

Related Policy

cloupra__Related_Policy__c

Lookup (Policy)

The policy related to the service.

Related To

cloupra__Related_To__c

Lookup (Service)

The parent service of the service.

Renewal Due

cloupra__Renewal_Due__c

Formula (Date)

The date by which the client or person’s agreement for a renewed service term must be received.

Renewal Exempt

cloupra__Renewal_Exempt__c

Checkbox

Indicates the service is exempt from renewal, e.g. grandfathered.

Renewal Notification Due

cloupra__Renewal_Notification_Due__c

Formula (Date)

The date by which the renewal should be requested from the client or person.

Renewal Notification Sent

cloupra__Renewal_Notification_Sent__c

Date

The most recent date on which the renewal was requested from the client or person.

Renewal Response Due

cloupra__Renewal_Response_Due__c

Formula (Date)

The date by which a renewal response must be received from the client or person.

Renewal Update

cloupra__Renewal_Update__c

Checkbox

Flag used in the back end to trigger the rollover of service package renewal dates.

Review Date

cloupra__Review_Date__c

Date

The review date for the service.

Review Interval

cloupra__Review_Interval__c

Lookup (Category)

The frequency of reviews for the service, e.g. annual, quarterly.

Review Month

cloupra__Review_Month__c

Formula (Text)

The month of the review date.

Review Period

cloupra__Review_Period__c

Text (50)

The number of months between reviews.

Review Update

cloupra__Review_Update__c

Checkbox

Flag used in the back end to trigger the rollover of service package review dates.

Service Actual Sale Amount

cloupra__Service_Actual_Sale_Amount__c

Currency (9,2)

The actual amount charged to the client or person for this service, where instalments are not used for actuals.

Service Estimated Sale Amount

cloupra__Service_Est_Sale_Amount__c

Currency (9,2)

The estimated amount to be charged to the client or person for this service, where instalments are not used for estimates.

Service Item OSPEntitlement

cloupra__Service_Item_OSPEntitlement__c

Lookup (Category)

Rollup of Ongoing Service Package Entitlements to enable display of entitlements associated with the service.

Service Item Review

cloupra__Service_Item_Review__c

Date

Enables the display of the Ongoing Service Package Entitlement of the Review Date.

Service Type

cloupra__Service_Type__c

Lookup (Category)

The type of service being provided to the client, e.g. financial advice, portfolio management, life insurance, fund membership, etc.

Settlement Date

cloupra__Settlement_Date__c

Date

The date of settlement for property/mortgage services.

Stage

cloupra__Stage__c

Lookup (Category)

The current stage of the service, e.g. possible, confirmed, in progress, fulfilled, cancelled, etc.

Stage Duration

cloupra__Stage_Duration__c

Formula (Number)

The number of days the service has been at its current stage.

Stage Entry Date

cloupra__Stage_Entry_Date__c

Date

The date on which the service entered its current stage.

Start Date

cloupra__Start_Date__c

Date

The date on which the service starts.

Statement Due

cloupra__Statement_Due__c

Formula (Date)

Date on which the fee statement is due.

Statement Exempt

cloupra__Statement_Exempt__c

Checkbox

Indicates the service is exempt from fee statements, e.g. grandfathered.

Statement Update

cloupra__Statement_Update__c

Checkbox

Flag used in the back end to trigger the rollover of service package statement dates.

Tax Applicability

cloupra__Tax_Applicability__c

Lookup (Category)

Indicates that tax is included or excluded from an amount entered, or if the service is tax exempt.

Tax Rate

cloupra__Tax_Rate__c

Percent (3,2)

The sales tax rate to be applied.

Termination Date

cloupra__Termination_Date__c

Date

The date on which the client ceased working for the employer. Used for superannuation/pension fund memberships.

Text Id

cloupra__Text_Id__c

Formula (Text)

Text format of record Id.

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