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A Veles Quote Phase is one time-segmented pricing window within a Quote — a ramp year, a pilot period, any stretch of months with its own pricing. Phases are ordered by sequence and each carries its own precomputed totals. Phases are master-detail children of their quote. Their totals are synced (not rolled up in Salesforce) because Quote Lines relate to phases via lookup, and native rollup summaries require master-detail — the phase totals arrive precomputed by the Veles pricing engine instead. Dynamic user-defined inputs are exposed as child Quote Phase Attribute Values. Unit of Measure inputs use the uom namespace and contain normalized values.

Fields at a glance

Field details

Text (standard name field)
Phase Name — “Phase” and the phase’s sequence, e.g. Phase 1.
Text(255), unique, external ID
Veles External ID — The Veles quote phase ID. All sync writes upsert on this field; never edit.
Master-Detail(Veles Quote)
Quote — The Veles quote this phase belongs to. Master-detail: phases are owned by their quote and are deleted with it.
Number(3, 0)
Sequence — The phase’s 1-based order within the quote. Phase 1 is the first time window. Also denormalized onto each quote line (Phase Sequence) so line-level rollup filters work without joins.
Number(4, 0)
Months — How many months this phase spans. Phases can be any length, not just whole years.
Date
Start Date — The first day of the phase’s effective period. Empty while dates are still relative (not yet anchored to a close date).
Date
End Date — The last day of the phase’s effective period. Empty while dates are still relative.
Percent(5, 2)
Uplift % — The price uplift applied to this phase relative to the previous one, as computed by Veles. Empty for the first phase and for phases with no uplift.
Percent(5, 2)
Discount % — Overall discount for this phase off its system price (the list price after Veles’s automatic adjustments (rules, promotions, uplift), before the rep’s discount): system total to net total, computed by the Veles pricing engine and synced (matches the Veles UI and quote documents exactly). 0% means the phase carries no discount.
Currency(16, 2)
Discount Amount — Total discount for this phase, annualized (the full-term lens, before proration): the phase’s system total minus its net total. The system price is the list price after Veles’s automatic adjustments (rules, promotions, uplift), before the rep’s discount, so this is the rep’s concession, not list minus net. Line Discount Amounts sum to this. Unlike a percentage, amounts sum cleanly across phases in reports.
Currency(16, 2)
Phase Contract Value — Recurring Revenue Prorated + One-Time Revenue: everything the customer pays for this phase’s actual window. Phase Contract Values sum to the quote’s TCV. Precomputed by Veles (line-to-phase is a lookup, so Salesforce cannot roll this up natively).
Currency(16, 2)
ARR — Annual Recurring Revenue for this phase: the sum of its recurring lines, annualized (run-rate lens, proration-independent). Compare with Recurring Revenue Prorated to see the proration effect; on a ramp, per-phase ARR is the “Year N run-rate” story.
Currency(16, 2)
Recurring Revenue Prorated — The sum of this phase’s recurring lines, prorated to the phase’s actual window. Equals ARR when the phase covers its full nominal term. Phase values sum to the quote’s Recurring TCV.
Currency(16, 2)
One-Time Revenue — The sum of this phase’s one-time fees. Phase values sum to the quote’s One-Time TCV. Recurring Revenue Prorated + One-Time Revenue = the Phase Contract Value.
DateTime
Synced At — When the Veles sync last wrote this record. Quotes, with their phases and lines, update each time the proposal is pushed from Veles, not on every draft edit. If this looks stale relative to activity in Veles, check the integration status in Veles admin.