Change orders

Following the explanation of the subscription fields and the subscription line item, Linda continues her presentation for Axel and Candace by explaining the change order fields, the item we will be discussing when renewing subscriptions.

Definition of the change order

Object	Description
Change order	A change order is a written agreement that is ancillary to the main contract, the effect of which is to modify the terms or conditions of the undertakings contained in the original agreement. In Frisbii, the change order modifies the subscription criteria

The relationship with other Frisbii objects

Here is the extract from the conceptual data model showing the change order object and its relationship with the other Frisbii objects. It shows you the relationships between the objects mentioned and others that we will discover as we read the articles.

PDF Template for the Change order

In order to set up a PDF template for the change order, please:

Add the change order template field to the page layout of the Corporate Name object.
Add the Create PDF button to the page layout of the change order object.
Set up a Visualforce template and page for the change order by following our PDF Templates articles, starting by PDF templates - How to customize your Visualforce template.

The fields of the object

Here is a list of fields by section.

Details

Record name	Text (80)	Free field, to be filled in when creating the change order.
Subscription	Master - Details (Subscription)	Displays the subscription linked to the change order. Allows you to go to this subscription.
Type	Picklist	Allows you to specify what the change order is for. Packaged values: Renewal Addon Cancellation Grouping (from the Winter'21 release, beta feature explained in this article: Subscriptions - Subscription grouping management (BETA))
Grouping subscription	Lookup (Subscription)	Linking to the grouping subscription, when relevant. Type must be 'Grouping'
Status	Picklist	Status of the change order. Packaged values: Draft Activation in progress Activated Canceled
Date of subscription	Date	Date of subscription of the change order. To be filled in.
Currency	Picklist	Displayed when the org is in multi currency. To select the currency (must be the same as the subscription)
Start date	Formula (Date)	Start date of validity of the change order. Formula : If the field Start of billing period is not filled in, The field Start of billing period of the subscription is taken over. If the Start of billing period field is filled in, The Billing period start field of the change order is included.
End date	Formula (Date)	End date of validity of the change order. Formula : If the field End of billing period is not filled in, The End of billing period field of the subscription is taken over. If the field End of billing period is filled in, The End of billing period field of the change order is included.
Comments	Zone de texte (255)	To be filled in if necessary.

Indexes

Reference index date	Date	Allows you to find the reference index value of the chosen index. Filled by Apex trigger: If the field is not filled in manually, the start date of the change order is taken. If you change this date later, the correct index value will be automatically filled in.
Reference index value	Lookup (Index Value)	Relationship to the index value used as a reference. This field is automatically populated according to the Date for reference index field.
Index ID	String (1300)	ID of the index
Reference index coefficient	Number (5, 5)	Reference coefficient for the calculation of the revised price. This field is automatically filled according to the relationship Reference Index Value.

Periods

Billing period start date	Date	Start date of the billing period.
Billing period end date	Date	End date of the billing period.

Fields to be added on the page layout if needed

Active?	Formula (Checkbox)	The box is checked if in the Status field the value Activated is selected.
Draft?	Formula (Checkbox)	The box is checked if in the Status field the value Draft is selected.
Renew?	Formula (Checkbox)	The box is checked if in the Type field the value Renewal is selected.
Eligible facturation?	Formula (Checkbox)	The box is checked, if : In the Status field the value Activation in progress is selected, Or if Active? is checked.
Other template	Lookup (Template)	Allows you to set up another PDF template of the change order, instead of taking the default template chosen on the Corporate Name. This template will only apply to this change order.
External ID	Text (255) (external ID )	If the change order is associated with a record in a third party system, you can enter the ID in this field. Example: If the making of change orders has to be managed in a third party system, because there is legal, the change order can be linked with the legal change order by means of this ID.
ID Index	Formula (Text)	Displays the Subscription index ID.
Account	Formula (Text)	Displays the account linked to the Subscription.