Billing Splits
A Billing Split (seven20__Billing_Split__c) represents a fractional amount of a Billing Item (seven20__Billing_Item__c) that a user is responsible for, e.g. for revenue sharing or commission purposes.
Split amounts
Billing splits can be created with either a percentage or a fixed amount. If a percentage is used, the amount will be calculated based on the percentage of the Billing Item's amount. If a fixed amount is used, the percentage is not calculated and the value is taken as an absolute.
Any updates to the Billing Item's amount or margin field will automatically cascade down to the percentage based splits.
Managing splits
Billing splits are managed through the Billings Table, during the creation or editing of a Billing Item. Within the table, for new Billing Items, splits are predefined based upon the Members against the current record, i.e. the record having Billing Items added to. These splits can be edited or removed, and new splits can be added. The table has the following columns:
| Column Name | Description |
|---|---|
| Name | The auto-number name of the Billing Split, if the split has been saved, otherwise Draft Item |
| User | A lookup to the user the split is for |
| Split % | The percentage of the Billing Item Amount. If an Amount is provided on the Billing Split, this field is disabled |
| Amount | The amount of the Billing Split. If a Split % is provided, this value is calculated and read-only |
| A Remove Bin button which removes the split |
The split inherits the currency from the Billing Item.
Schema
| Field Label | Field Api Name | Type | Description |
|---|---|---|---|
| Billing Item | seven20__Billing_Item__c | Lookup(seven20__Billing_Item__c) | The Billing Item that the split is related to |
| User | seven20__User__c | Lookup(User) | The User that the split is related to |
| Split % | seven20__Split_Percent__c | Percent(3,2) | The percentage of the Billing Item |
| Amount | seven20__Amount__c | Currency(16,2) | The amount of the Billing Item |
| Margin | seven20__Margin__c | Currency(16,2) | The markup for a Billing Split, i.e. the amount of the Billing Item's seven20__Margin__c this split accounts for - if it uses a Split % |
| Commission | seven20__Commission__c | Lookup(seven20__Commission__c) | A lookup to the commission related to this split |
The margin field calculates the markup - this incorrect wording will be addressed in a future update.