Field dictionary and use cases

Linda's former colleague D'Angelo has been working for a while for Dream House, a real estate company that has recently marketed new services to its clients, such as house cleaning, garden maintenance or laundry. The prices of these services are re-evaluated every year, which has created new billing needs at Dream House.

Let's find out together how D'Angelo will take this new feature into account in Frisbii.

Let's start with a little introduction in the Index object available in your Frisbii application.

What is an index?

Indexes allow the prices of products or services sold under a subscription to be revalued. This index revision applies when the subscription is renewed (on the anniversary date).

Syntec® Index
The Syntec index is used to measure changes in the cost of labour, mainly of an intellectual nature, for services provided. It is used in the professional branches represented by the Syntec federation (IT, studies and consultancy, engineering, etc.).

Rent Reference Index

If the rental contract includes a rent review, then the landlord can increase the rent on the date set out in the contract (or by default on the anniversary of the signing of the lease). This increase is regulated by the french statistics institute INSEE, which publishes the increase in the rent reference index.

Let us now focus on the Index object and its relationship with the other objects.

Relationship with other Frisbii objects

Here is the data model to give you an overview of the links between the Index object and the other Frisbii objects.

The indexes and their index values are defined from their dedicated objects.

Then you can apply them in the subscriptions. Following the generation of the billing schedule, the indexes and their values are included on the invoices and invoice line items.
When the subscription is renewed, the indices are also included on the change order object.

Available fields

Index

Active?	Formula (Checkbox)	If this box is checked, the unit price revised through the index calculation is applied. If the Status field is Active, the box is checked.
Created by	Lookup (User)	The user who created this record.
Owner	Lookup (User)	The user owner of the record
Status	Picklist	The Status picklist allows you to activate your index. An index must be active in order to impact the price revision.
External ID	Text (255)	If the index is associated with a record in a third party system, you can enter the index ID from that third party system here.
Record name	Text (80)	Name of the index.
Currency	Picklist	If multiple currency is activated, you can choose the relevant currency here.
Last modified by	Lookup (User)	The user who last modified this record.

Index value

Record name	Formula (Text)	Name of the index value (naming convention). The name of the index value will be replaced by the result of this formula. The formula can be changed by your Salesforce/Frisbii administrator. By default, the name is composed as follows: Index name + Start year + Start month.
Start date	Date	Date on which your index takes effect.
Active?	Formule (Case à cocher)	This box is checked if the Active? box is also checked on the index linked to this value.
External ID	Text (255)	If the index value is associated with a record in a third party system, you can enter the index ID from that third party system here.
Index	Master Detail (Index)	Name of the index linked to this index value.
Coefficient	Number (5, 5)	The coefficient applied to revalue the price of the subscription line item / invoice line item.
Created by	Lookup (User)	The user who created this record.
Last modified by	Lookup (User)	The user who last modified this record.