> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getveles.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quote Phase

> Field reference for the Veles Quote Phase object in the Salesforce managed package.

A Veles Quote Phase is one **time-segmented pricing window** within a
[Quote](https://docs.getveles.com/sfdc-managed-package/objects/quote.md) — 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](https://docs.getveles.com/sfdc-managed-package/objects/quote-line.md) 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](https://docs.getveles.com/sfdc-managed-package/objects/quote-phase-attribute-value.md).
Unit of Measure inputs use the `uom` namespace and contain normalized values.

## Fields at a glance

| Field | API Name | Type |
| - | - | - |
| Phase Name | `Name` | Text (standard name field, e.g. "Phase 1") |
| Veles External ID | `Veles__External_Id__c` | Text(255), unique, external ID |
| Quote | `Veles__Quote__c` | Master-Detail(Veles Quote) |
| Sequence | `Veles__Sequence__c` | Number(3, 0) |
| Months | `Veles__Months__c` | Number(4, 0) |
| Start Date | `Veles__Start_Date__c` | Date |
| End Date | `Veles__End_Date__c` | Date |
| Uplift % | `Veles__Uplift_Percent__c` | Percent(5, 2) |
| Discount % | `Veles__Discount_Percent__c` | Percent(5, 2) |
| Discount Amount | `Veles__Discount_Amount__c` | Currency(16, 2) |
| Phase Contract Value | `Veles__Phase_Contract_Value__c` | Currency(16, 2) |
| ARR | `Veles__ARR__c` | Currency(16, 2) |
| Recurring Revenue Prorated | `Veles__Recurring_Revenue_Prorated__c` | Currency(16, 2) |
| One-Time Revenue | `Veles__One_Time_Revenue__c` | Currency(16, 2) |
| Synced At | `Veles__Synced_At__c` | DateTime |

## Field details

**Name** `Text (standard name field)`

**Phase Name** — "Phase" and the phase's sequence, e.g. Phase 1.

**Veles\_\_External\_Id\_\_c** `Text(255), unique, external ID`

**Veles External ID** — The Veles quote phase ID. All sync writes upsert on
this field; never edit.

**Veles\_\_Quote\_\_c** `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.

**Veles\_\_Sequence\_\_c** `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.

**Veles\_\_Months\_\_c** `Number(4, 0)`

**Months** — How many months this phase spans. Phases can be any length,
not just whole years.

**Veles\_\_Start\_Date\_\_c** `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).

**Veles\_\_End\_Date\_\_c** `Date`

**End Date** — The last day of the phase's effective period. Empty while
dates are still relative.

**Veles\_\_Uplift\_Percent\_\_c** `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.

**Veles\_\_Discount\_Percent\_\_c** `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.

**Veles\_\_Discount\_Amount\_\_c** `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.

**Veles\_\_Phase\_Contract\_Value\_\_c** `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).

**Veles\_\_ARR\_\_c** `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.

**Veles\_\_Recurring\_Revenue\_Prorated\_\_c** `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.

**Veles\_\_One\_Time\_Revenue\_\_c** `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.

**Veles\_\_Synced\_At\_\_c** `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.


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