Consolidating Order Products to One Invoice Line

When you amend an order product in Salesforce CPQ and order the amendment quote, you receive a new order product that represents the changes. For example, if you amended an SPM subscription to have two more units and then ordered the amended quote, the resulting order product has a quantity of two. Its Revised Order Product field also looks up to the original order product. Finally, its Contract Action field lists the type of change made from the original order product – in this case, Quantity Increase.

The original and amendment order products likely have different start dates, end dates, quantities, and prices. When you invoice the amendment order product, Salesforce Billing might consolidate the information on the original order product and the amendment order product into one invoice line. To manage this consolidation, two or more subinvoice line records are created and combined to create the invoice line on the invoice. On the invoice line, the Invoice Line Type field is set to Merged to indicate the presence of subinvoice lines. The Sub Invoice Lines related list can be added to the Invoice Line layout as needed.

The final invoice line made from subinvoice lines shows the sum or difference in important price and quantity fields. For example, let’s say your original order product has a quantity of 20. You amend the order’s contract and reduce the quantity of the equivalent quote line by 5, and then order the amendment quote. You end up with the original order product, which has a quantity of 20, and the new order product, which has a quantity of -5. The invoice line created from the subinvoice lines created from these order products shows a quantity of 15.

Note Subinvoice lines for cancellation orders roll up to one invoice line with a quantity of zero on the resulting invoice.

Salesforce Billing checks the following fields to determine whether two order products create subinvoice lines during the invoicing process.

• Billing Account
• Billing Day of Month
• Billing Frequency
• Billing GL Treatment
• Billing Treatment
• Discount Tier
• End Date
• Finance Book
• Invoice Grouping
• Legal Entity
• Pricing Tier
• Revenue Treatment
• Revenue GL Treatment
• Revised Order Product
• Start Date
• Tax Treatment
• Any other validation fields

In Salesforce Billing Summer ‘18 and later, the Revised Order Product and Contract Action fields are populated when you order your amendment quote. In earlier versions, you have to contract your amended order product to populate them so that Salesforce Billing can create subinvoice lines.

As of Winter ’19, Salesforce Billing creates subinvoice lines for billing transactions related to invoice plan order products.

Example Your order product represents 100 six-month data security subscriptions that begin on January 1. Each subscription has a unit price of $10, so your total order product price is $6000. Your invoice for January contains an invoice line with the following field values.

Invoice Line #

0001

Start Date

01/01/17

End Date

01/31/17

Quantity

100

Unit Price

$10

Total

$1000

At the end of January, your customer decides to remove 20 subscriptions from their account. When you amend the order product, you create an amendment order product that starts on 02/01/2017. It has a quantity of -20, unit price of $10, and total price of $1000.

Order Product	Revised Order Product	Start Date	End Date	Quantity	Unit Price	Total
1	OP-0001	02/01/17	02/28/17	100	$10	$1000
2	OP-0001	02/01/17	02/28/17	-20	$10	$-200

When invoicing your amendment order product in February, Salesforce Billing creates two subinvoice lines for the billing period based on your order product’s pricing and quantity, and your revised order product’s pricing and quantity. Salesforce Billing adds the quantity and start dates of your subinvoice lines together to create field values for your February invoice line.

Invoice Line #

0002

Start Date

02/01/17

End Date

02/28/17

Quantity

80

Unit Price

$10

Total

$800